Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HIMANSHU PATEL PHYSICIAN PLLC
EIN 27-0267822Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
20
40 WOODCREST DRIVE - SYOSSET, NY 11791718-663-1097
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HIMANSHU PATEL, M.D. PROFIT SHARING PENSION PLAN
ProfitSharing
Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JIGAR PATEL DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HIMANSHU PATEL, M.D. PROFIT SHARING PENSION PLAN | ProfitSharing | $1.6M | 15 | 2024 | |
| 001 | JIGAR PATEL DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 5 | 2024 |
Retirement plans