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Sponsor portfolio

NIMESH PATEL, MD

EIN 20-1836003-medical practice-Latest filing 2025
Plans
2
Retirement
2
$957K assets
Welfare
0
Participants
10
34-15 31ST AVE - QUEENS, NY 11106718-932-9070LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$792K - 5 part#001401k-$165K - 5 part

Retirement portfolio analytics

2 plans aggregated / $957K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAAN (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $957KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAAN (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NIMESH PATEL, MD CASH BALANCE PLAAN

CashBalance

Assets$792K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NIMESH PATEL, MD 401(K) PROFIT SHARING PLAN

401k

Assets$165K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NIMESH PATEL, MD CASH BALANCE PLAANCashBalance$792K52025
001NIMESH PATEL, MD 401(K) PROFIT SHARING PLAN401k$165K52025
Retirement plans
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