Original filing (PDF)20250721200223NAL0002481856001

VINITA PATEL DMD PA

Name: VINITA PATEL DMD PA — VINITA PATEL DMD PA 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VINITA PATEL DMD PA

Form 5500-SF

FILING_RECEIVED

VINITA PATEL DMD PA 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VINITA PATEL DMD PA.

Plan sponsor

Name

VINITA PATEL DMD PA

EIN

82-2343433all filings

Address

12312 COPPER WAY #202 · CHARLOTTE, NC · 28277

Phone

(704) 200-2948

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JONATHAN E. AGUILAR DDS PLLC

AGUILAR FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

$448K · 5 participants

ISMILE DENTAL INC

ISMILE DENTAL INC 401(K) PLAN

$448K · 52 participants

ASH AND ROBERTS, DDS, PLLC

ASH AND ROBERTS DDS, PLLC 401(K) PLAN

$448K · 18 participants

YA-CHUN WANG, DDS, MSD PLLC

YA-CHUN WANG, DDS, MSD 401K PROFIT SHARING PLAN

$448K · 5 participants

TOWN CREEK FAMILY DENTISTRY, PLLC

TOWN CREEK FAMILY DENTISTRY, PLLC CASH BALANCE PENSION PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.