Jayesh S Patel Dds Pa 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jayesh S Patel Dds Pa)
Plain-English plan 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, Jayesh S Patel Dds Pa 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jayesh S Patel Dds Pa under EIN 20-3566981 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $42,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jayesh S Patel Dds Pa
- EIN
- 20-3566981
- Plan number
- 001
- Plan type
- 2
- Location
- Woodway, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240618153428NAL0004302624001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $42,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,294
- Net assets (BOY)
- $95,736
Income & contributions
- Employer contributions
- $17,087
- Participant contributions
- $57,145
- Total income / additions
- -$41,156
Expenses & distributions
- Benefits paid
- $12,157
- Administrative expenses
- $129
- Total expenses
- $12,286
- Net increase / (decrease)
- -$53,442
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.