Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANITA PATEL M.D, P.A.
EIN 27-4808935Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
27
10517 BROADLAND PASS - THONOTOSASSA, FL 33592813-654-5331
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 27 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
ANITA PATEL M.D. P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANITA PATEL M.D, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$197K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANITA PATEL M.D. P.A. CASH BALANCE PENSION PLAN | CashBalance | $2.9M | 14 | 2024 | |
| 001 | ANITA PATEL M.D, P.A. 401(K) PROFIT SHARING PLAN | 401k | $197K | 13 | 2025 |
Retirement plans