Anita Patel M.D. P.A. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Anita Patel M.D. P.A.
  • Sponsor EIN: 274808935
  • Sponsor Address: 10517 BROADLAND PASS, THONOTOSASSA, FL, 33592
  • Plan Type: DB
  • Total Participants: 8
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$2.9M$150,000$0
202310$2.3M$400,000$0
20227$2.1M$250,000$0

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