Ajit Patel Dds Profit Sharing — Form 5500 plan (Ajit Patel Dds)
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, Ajit Patel Dds Profit Sharing is a benefit plan reported by Ajit Patel Dds under EIN 95-4342707 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $475,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ajit Patel Dds
- EIN
- 95-4342707
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $475,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241012151350NAL0013437299001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $475,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $475,876
- Net assets (BOY)
- $405,879
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $69,997
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $69,997
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.