Original filing (PDF)20250620061259NAL0009170322001

PATRICK VYAS, CPA, INC.

Name: PATRICK VYAS, CPA, INC. — PATRICK VYAS, CPA, INC. PROFIT SHARING TRUST, Form 5500 (2023)
Creator: PATRICK VYAS, CPA, INC.

Form 5500-SF

FILING_RECEIVED

PATRICK VYAS, CPA, INC. PROFIT SHARING TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$790K

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.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK VYAS, CPA, INC..

Plan sponsor

Name

PATRICK VYAS, CPA, INC.

EIN

99-0233768all filings

Address

1277 S. BERETANIA ST., 2ND FLOOR · HONOLULU, HI · 96814

Phone

(808) 593-0080

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

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

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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