401k Plan data: MAHESH M. PATEL, M.D. PENSION PLAN (PS) plan

MAHESH M. PATEL, M.D. PENSION PLAN (PS) 401k Plan overview

Plan Name	MAHESH M. PATEL, M.D. PENSION PLAN (PS)
Plan identification number	002

MAHESH M. PATEL, M.D. PENSION PLAN (PS) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Other welfare benefit cover

401k Sponsoring company profile

MAHESH M. PATEL, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: MAHESH M. PATEL, M.D., INC.

Employer identification number (EIN): 042531050

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHESH M. PATEL, M.D. PENSION PLAN (PS)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DR. JAGRUTI C. PATEL 2018-09-24 DR. JAGRUTI C. PATEL 2018-09-24
002 2016-01-01 JAGRUTI PATEL MD 2017-09-21 JAGRUTI PATEL MD 2017-09-21
002 2015-01-01 MAHESH M PATEL MD 2016-09-15 MAHESH M PATEL MD 2016-09-15
002 2014-01-01 MAHESH PATEL MAHESH PATEL 2015-10-06
002 2013-01-01 MAHESH PATEL MAHESH PATEL 2014-05-01
002 2012-01-01 MAHESH PATEL MAHESH PATEL 2013-04-08
002 2011-01-01 MAHESH PATEL MAHESH PATEL 2012-07-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DR. JAGRUTI C. PATEL	2018-09-24	DR. JAGRUTI C. PATEL	2018-09-24
002	2016-01-01	JAGRUTI PATEL MD	2017-09-21	JAGRUTI PATEL MD	2017-09-21
002	2015-01-01	MAHESH M PATEL MD	2016-09-15	MAHESH M PATEL MD	2016-09-15
002	2014-01-01	MAHESH PATEL		MAHESH PATEL	2015-10-06
002	2013-01-01	MAHESH PATEL		MAHESH PATEL	2014-05-01
002	2012-01-01	MAHESH PATEL		MAHESH PATEL	2013-04-08
002	2011-01-01	MAHESH PATEL		MAHESH PATEL	2012-07-03

Plan Statistics for MAHESH M. PATEL, M.D. PENSION PLAN (PS)

401k plan membership statisitcs for MAHESH M. PATEL, M.D. PENSION PLAN (PS)

Measure Date Value
2014: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7

Measure	Date	Value
2014: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7

Financial Data on MAHESH M. PATEL, M.D. PENSION PLAN (PS)

Measure	Date	Value
2014 : MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-53,741
Expenses. Total of all expenses incurred	2014-12-31	$76,723
Benefits paid (including direct rollovers)	2014-12-31	$76,723
Total plan assets at end of year	2014-12-31	$1,996,900
Total plan assets at beginning of year	2014-12-31	$2,127,364
Value of fidelity bond covering the plan	2014-12-31	$135,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-66,320
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-130,464
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,996,900
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,127,364
Total contributions received or receivable from employer(s)	2014-12-31	$12,579
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2013 401k financial data
Total income from all sources	2013-12-31	$406,943
Expenses. Total of all expenses incurred	2013-12-31	$63,084
Benefits paid (including direct rollovers)	2013-12-31	$63,084
Total plan assets at end of year	2013-12-31	$2,127,364
Total plan assets at beginning of year	2013-12-31	$1,783,505
Other income received	2013-12-31	$395,852
Net income (gross income less expenses)	2013-12-31	$343,859
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,127,364
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,783,505
Total contributions received or receivable from employer(s)	2013-12-31	$11,091
2012 : MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2012 401k financial data
Total income from all sources	2012-12-31	$123,618
Expenses. Total of all expenses incurred	2012-12-31	$59,971
Benefits paid (including direct rollovers)	2012-12-31	$59,971
Total plan assets at end of year	2012-12-31	$1,783,505
Total plan assets at beginning of year	2012-12-31	$1,719,858
Other income received	2012-12-31	$116,075
Net income (gross income less expenses)	2012-12-31	$63,647
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,783,505
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,719,858
Total contributions received or receivable from employer(s)	2012-12-31	$7,543
2011 : MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2011 401k financial data
Total income from all sources	2011-12-31	$-82,506
Expenses. Total of all expenses incurred	2011-12-31	$63,434
Benefits paid (including direct rollovers)	2011-12-31	$63,434
Total plan assets at end of year	2011-12-31	$1,719,858
Total plan assets at beginning of year	2011-12-31	$1,865,798
Other income received	2011-12-31	$-91,015
Net income (gross income less expenses)	2011-12-31	$-145,940
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,719,858
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,865,798
Total contributions received or receivable from employer(s)	2011-12-31	$8,509
2010 : MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2010 401k financial data
Total income from all sources	2010-12-31	$158,236
Expenses. Total of all expenses incurred	2010-12-31	$60,245
Benefits paid (including direct rollovers)	2010-12-31	$60,245
Total plan assets at end of year	2010-12-31	$1,865,798
Total plan assets at beginning of year	2010-12-31	$1,767,807
Other income received	2010-12-31	$152,995
Net income (gross income less expenses)	2010-12-31	$97,991
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,865,798
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,767,807
Total contributions received or receivable from employer(s)	2010-12-31	$5,241

Form 5500 Responses for MAHESH M. PATEL, M.D. PENSION PLAN (PS)

2014: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAHESH M. PATEL, M.D. PENSION PLAN (PS) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E79 2851

Policy instance

Insurance contract or identification number	E79 2851
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,238
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $10,238
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	KRUPKOWSKI, MARK D

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E79 2851

Policy instance

Insurance contract or identification number	E79 2851
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,704
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $8,704
Insurance broker organization code?	3
Insurance broker name	KRUPKOWSKI, MARK D

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E79 2851

Policy instance

Insurance contract or identification number	E79 2851
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,458
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $7,458
Insurance broker organization code?	3
Insurance broker name	MARK KRUPKOWSKI

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E79 2851

Policy instance

Insurance contract or identification number	E79 2851
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,660
Total amount of fees paid to insurance company	USD $0

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E79 2851

Policy instance

Insurance contract or identification number	E79 2851
Number of Individuals Covered	6
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,860
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $6,860
Insurance broker organization code?	3
Insurance broker name	MARK KRUPKOWSKI

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Company Name:	MAHESH M. PATEL, M.D., INC.
Employer identification number (EIN):	042531050
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)