Original filing (PDF)20251012104205NAL0000268017001

ATUL M. PATEL, B.D.S., INC.

Name: ATUL M. PATEL, B.D.S., INC. — ATUL M. PATEL, B.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATUL M. PATEL, B.D.S., INC.

Form 5500-SF

FILING_RECEIVED

ATUL M. PATEL, B.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATUL M. PATEL, B.D.S., INC..

Plan sponsor

Name

ATUL M. PATEL, B.D.S., INC.

EIN

94-3181809

Address

27206 CALAROGA AVE., SUITE 216 · HAYWARD, CA · 94545

Phone

(510) 782-7821

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ALEXANDER M DELLA BELLA DMD, LLC

ALEXANDER M DELLA BELLA, DMD 401K PROFIT SHARING PLAN

$1.8M · 6 participants

HYANNIS HARBOR DENTAL, P.C.

HYANNIS HARBOR DENTAL, P.C. PROFIT SHARING PLAN

$1.8M · 16 participants

CHUANDI WANG, D.D.S., PEDIATRIC DENTISTRY, P.C.

CHUANDI WANG, D.D.S., PEDIATRIC DENTISTRY, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$1.8M · 10 participants

SHOALS PEDIATRIC DENTISTRY, PC

LENTS/EMBRY DENTAL PRACTICES RETIREMENT TRUST

$1.8M · 5 participants