401k Plan data: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN plan

PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN
Plan identification number	001

PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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.

401k Sponsoring company profile

PATEL & CO., INC.-CERTIFIED PUBLIC ACCOUNTANT has sponsored the creation of one or more 401k plans.

Company Name: PATEL & CO., INC.-CERTIFIED PUBLIC ACCOUNTANT

Employer identification number (EIN): 264528599

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ANISHA PATEL 2021-10-14
001 2019-01-01 ANISHA PATEL 2020-10-05
001 2018-01-01 ANISHA PATEL 2019-10-08
001 2017-01-01 ANISHA PATEL 2018-10-01
001 2016-01-01 ANISHA PATEL 2017-10-09
001 2015-01-01 ANISHA PATEL 2016-10-06
001 2014-01-01 ANISHA PATEL 2015-10-04
001 2013-01-01 ANISHA PATEL 2014-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	ANISHA PATEL	2021-10-14
001	2019-01-01	ANISHA PATEL	2020-10-05
001	2018-01-01	ANISHA PATEL	2019-10-08
001	2017-01-01	ANISHA PATEL	2018-10-01
001	2016-01-01	ANISHA PATEL	2017-10-09
001	2015-01-01	ANISHA PATEL	2016-10-06
001	2014-01-01	ANISHA PATEL	2015-10-04
001	2013-01-01	ANISHA PATEL	2014-10-09

Plan Statistics for PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,073,404
Acturial value of plan assets 2020-12-31 2,073,404
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 1,172
Active participant vested funding target 2020-12-31 1,284,592
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,284,850
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,286,022
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 299,321
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 193,761
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 105,560
Present value of excess contributions 2020-12-31 411,073
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 434,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 434,833
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 588,169
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,162,260
Acturial value of plan assets 2019-12-31 1,162,260
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 1,036
Active participant vested funding target 2019-12-31 987,179
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 987,433
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 988,469
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 88,728
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 85,785
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 2,943
Present value of excess contributions 2019-12-31 279,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 295,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 295,893
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 299,321
Total employer contributions 2019-12-31 450,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 411,073
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 164,642
Net shortfall amortization installment of oustanding balance 2019-12-31 125,530
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 193,761
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 193,761
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 411,073
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 676,293
Acturial value of plan assets 2018-12-31 676,293
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 912
Active participant vested funding target 2018-12-31 586,675
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 733,537
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 734,449
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 113,760
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 22,667
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 91,093
Present value of excess contributions 2018-12-31 225,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 239,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 239,026
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 203,196
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 88,728
Total employer contributions 2018-12-31 400,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 369,123
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 146,795
Net shortfall amortization installment of oustanding balance 2018-12-31 146,884
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 175,685
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 85,785
Additional cash requirement 2018-12-31 89,900
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 369,123
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 615,606
Acturial value of plan assets 2017-12-31 615,606
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 620
Active participant vested funding target 2017-12-31 375,864
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 626,686
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 627,306
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 184,652
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 131,619
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 53,033
Present value of excess contributions 2017-12-31 220,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 234,742
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 234,742
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 160,879
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 113,760
Total employer contributions 2017-12-31 250,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 225,326
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 125,460
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 22,667
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 22,667
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 225,326
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 471,444
Acturial value of plan assets 2016-12-31 471,444
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 526
Active participant vested funding target 2016-12-31 143,116
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 357,963
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 358,489
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 176,931
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 113,651
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 63,280
Present value of excess contributions 2016-12-31 231,838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 246,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 246,838
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 95,402
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 184,652
Total employer contributions 2016-12-31 250,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 220,892
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 119,204
Net shortfall amortization installment of oustanding balance 2016-12-31 71,696
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 131,619
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 131,619
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 220,892
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,073,404
Acturial value of plan assets	2020-12-31	2,073,404
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	1,172
Active participant vested funding target	2020-12-31	1,284,592
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,284,850
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,286,022
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	299,321
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	193,761
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	105,560
Present value of excess contributions	2020-12-31	411,073
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	434,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	434,833
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	588,169
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,162,260
Acturial value of plan assets	2019-12-31	1,162,260
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	1,036
Active participant vested funding target	2019-12-31	987,179
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	987,433
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	988,469
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	88,728
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	85,785
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	2,943
Present value of excess contributions	2019-12-31	279,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	295,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	295,893
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	299,321
Total employer contributions	2019-12-31	450,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	411,073
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	164,642
Net shortfall amortization installment of oustanding balance	2019-12-31	125,530
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	193,761
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	193,761
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	411,073
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	676,293
Acturial value of plan assets	2018-12-31	676,293
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	912
Active participant vested funding target	2018-12-31	586,675
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	733,537
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	734,449
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	113,760
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	22,667
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	91,093
Present value of excess contributions	2018-12-31	225,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	239,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	239,026
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	203,196
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	88,728
Total employer contributions	2018-12-31	400,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	369,123
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	146,795
Net shortfall amortization installment of oustanding balance	2018-12-31	146,884
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	175,685
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	85,785
Additional cash requirement	2018-12-31	89,900
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	369,123
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	615,606
Acturial value of plan assets	2017-12-31	615,606
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	620
Active participant vested funding target	2017-12-31	375,864
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	626,686
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	627,306
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	184,652
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	131,619
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	53,033
Present value of excess contributions	2017-12-31	220,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	234,742
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	234,742
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	160,879
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	113,760
Total employer contributions	2017-12-31	250,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	225,326
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	125,460
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	22,667
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	22,667
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	225,326
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PATEL & CO., INC. - CERTIFIED PUBLIC ACCOUNTANT DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	471,444
Acturial value of plan assets	2016-12-31	471,444
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	526
Active participant vested funding target	2016-12-31	143,116
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	357,963
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	358,489
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	176,931
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	113,651
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	63,280
Present value of excess contributions	2016-12-31	231,838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	246,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	246,838
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	95,402
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	184,652
Total employer contributions	2016-12-31	250,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	220,892
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	119,204
Net shortfall amortization installment of oustanding balance	2016-12-31	71,696
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	131,619
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	131,619
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	220,892
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	PATEL & CO., INC.-CERTIFIED PUBLIC ACCOUNTANT
Employer identification number (EIN):	264528599
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants