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  2. SNEHAL A. PATEL MD PLLC
Sponsor portfolio

SNEHAL A. PATEL MD PLLC

EIN 87-0837459-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$791K assets
Welfare
0
Participants
10
5707 SUTTON PINE LANE - HOUSTON, TX 77059832-616-8546
Plans on this EIN
2 filings
#002CashBalance-$580K - 5 part#001401k-$211K - 5 part

Retirement portfolio analytics

2 plans aggregated / $791K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLLC CASH BALANCE (#002)73%
  • PROFIT SHARING PLAN (#001)27%
Total $791KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC CASH BALANCE (#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

SNEHAL A. PATEL MD PLLC CASH BALANCE

CashBalance

Assets$580K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SNEHAL A. PATEL MD PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$211K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SNEHAL A. PATEL MD PLLC CASH BALANCECashBalance$580K52024
001SNEHAL A. PATEL MD PLLC 401(K) PROFIT SHARING PLAN401k$211K52024
Retirement plans
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