Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan — Form 5500 plan (Tushar B. Patel Dds, Inc.)
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, Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan is a benefit plan reported by Tushar B. Patel Dds, Inc. under EIN 20-1941713 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $2,993,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tushar B. Patel Dds, Inc.
- EIN
- 20-1941713
- Plan number
- 002
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,993,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241012181922NAL0013534451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,993,723
- Net assets (EOY)
- $2,993,723
- Net assets (BOY)
- $2,606,578
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $0
- Total income / additions
- $423,705
Expenses & distributions
- Benefits paid
- $36,190
- Administrative expenses
- $0
- Total expenses
- $36,560
- Net increase / (decrease)
- $387,145
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.