Tushar B. Patel Dds, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tushar B. Patel Dds, Inc. (EIN 20-1941713) is a plan sponsor located in San Dimas, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1941713
Location
San Dimas, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,201,891
Total reported net assets (EOY)
$4,201,891

Contributions & income

Employer contributions
$331,314
Participant contributions
$48,457
Total income / additions
$577,777

Expenses & distributions

Benefits paid / distributions
$51,431
Total expenses
$51,829
Net increase / (decrease)
$525,948

Coverage

Total reported participants
16
Plans with financial statements
2
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tushar B. Patel Dds, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan0028$2,993,7232023
Tushar B. Patel, D.D.S., Inc. Profit Sharing Plan0018$1,208,1682023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tushar B. Patel Dds, Inc.
YearPlanParticipantsSchedulesFiling
2023Tushar B. Patel, D.D.S., Inc. Profit Sharing Plan8I20240930150017NAL0003345379001
2023Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan8I20241012181922NAL0013534451001

Related Form 5500 pages