2023 Form 5500 filing — Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012181922NAL0013534451001) for Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan, reported by Tushar B. Patel Dds, Inc. under EIN 20-1941713 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241012181922NAL0013534451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tushar B. Patel Dds, Inc.
- EIN
- 20-1941713
- Plan number
- 002
- Location
- San Dimas, CA
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,993,723
- Net assets (EOY)
- $2,993,723
- Employer contributions
- $300,000
- Participant contributions
- $0
- Total income / additions
- $423,705
- Benefits paid
- $36,190
- Administrative expenses
- $0
- Total expenses
- $36,560
- Net increase / (decrease)
- $387,145
- Schedule source
- Schedule I