Jayesh S Patel Dds PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jayesh S Patel Dds PA
  • Sponsor EIN: 203566981
  • Sponsor Address: 17021 STAR CANYON DR, WOODWAY, TX, 767128894
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $83,670

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$83,670$9,728$67,966
20239$42,294$17,087$57,145
20227$95,736$46,321$50,172

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