· 2022–2024 · DOL EFAST2

Alpesh Patel CPA LLC — Alpesh Patel CPA 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260706140434NAL0023419200001

Alpesh Patel CPA LLC

Form 5500-SF

FILING_RECEIVED

Alpesh Patel CPA 401(k) Plan

401(k) retirement plan · Alpesh Patel CPA LLC's Alpesh Patel CPA 401(k) Plan held $26K in plan assets for 1 participants in 2025.

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

73

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 ALPESH PATEL CPA LLC.

Plan sponsor

Name

ALPESH PATEL CPA LLC

EIN

99-3856429all filings

Address

271 US 46 SUITE E201 · FAIRFIELD, NJ · 07004

Phone

(201) 647-9648

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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