How big is Sharpe Patel, PLLC's plan?

Sharpe Patel, PLLC's plan reported $999K in assets and 30 participants for 2024.

Original filing (PDF)20250715142105NAL0001682515001

Sharpe Patel, PLLC

Name: Sharpe Patel, PLLC — Sharpe Patel CPA 401(k) Plan, Form 5500 (2024)
Creator: Sharpe Patel, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharpe Patel CPA 401(k) Plan

401(k) retirement plan · Sharpe Patel, PLLC's Sharpe Patel CPA 401(k) Plan held $999K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan identifiers

Sharpe Patel, PLLC's EIN is 84-4233121.

EIN 84-4233121

Plan number 001

Plan year 2024

ACK ID 20250715142105NAL0001682515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharpe Patel, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharpe Patel, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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