How big is UDAY K Patel CPA LLC's plan?

UDAY K Patel CPA LLC's plan reported $595K in assets and 6 participants for 2025.

Original filing (PDF)20260423220215NAL0011263906077

UDAY K Patel CPA LLC

Name: UDAY K Patel CPA LLC — UDAY K Patel, CPA LLC 401(k), Form 5500 (2025)
Creator: UDAY K Patel CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UDAY K Patel, CPA LLC 401(k) Plan

401(k) retirement plan · UDAY K Patel CPA LLC's UDAY K Patel, CPA LLC 401(k) Plan held $595K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

Plan identifiers

UDAY K Patel CPA LLC's EIN is 86-1195470.

EIN 86-1195470

Plan number 001

Plan year 2025

ACK ID 20260423220215NAL0011263906077

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for UDAY K Patel CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

UDAY K Patel CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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