Roda K Patel, MD
Plan context: Roda K Patel Money Purchase Plan at Citibank
EIN 11-2444947 • Lawrence, NY • 82 filings • 17 plans
Current Snapshot
Latest Year
2012
2012 Participants
3
2012 Assets
$1,841,607
2012 Contributions
$672,003
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 5 | 0 | $0 | $672,003 | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 0 | $0 | - | - |
| Mht Qualified Retirement Plan | - | 0 | $0 | - | - |
| Roda K Patel Basic Money Purchase Pension Plan | - | 0 | $0 | - | - |
| Roda K Patel Money Purchase Plan at Citibank | - | 0 | $0 | $672,003 | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 0 | $0 | - | - |
| 2011 | 5 | 3 | $1,841,607 | $9,315 | $3,105iApproximate average salary by contribution assumption: employee only about $77,625 at 4% or $51,750 at 6%; with 50% employer match about $51,750 at 4% or $34,500 at 6%; with 100% employer match about $38,813 at 4% or $25,875 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $656,168 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $600,718 | $5,417 | $1,806iApproximate average salary by contribution assumption: employee only about $45,142 at 4% or $30,094 at 6%; with 50% employer match about $30,094 at 4% or $20,063 at 6%; with 100% employer match about $22,571 at 4% or $15,047 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $343,227 | $3,898 | $1,299iApproximate average salary by contribution assumption: employee only about $32,483 at 4% or $21,656 at 6%; with 50% employer match about $21,656 at 4% or $14,437 at 6%; with 100% employer match about $16,242 at 4% or $10,828 at 6%. |
| Mht Qualified Retirement Plan | - | 1 | $160,616 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $80,878 | - | - |
| 2010 | 5 | 3 | $1,808,385 | $43,440 | $14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $634,423 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $589,772 | $6,592 | $2,197iApproximate average salary by contribution assumption: employee only about $54,933 at 4% or $36,622 at 6%; with 50% employer match about $36,622 at 4% or $24,415 at 6%; with 100% employer match about $27,467 at 4% or $18,311 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $348,669 | $36,848 | $12,283iApproximate average salary by contribution assumption: employee only about $307,067 at 4% or $204,711 at 6%; with 50% employer match about $204,711 at 4% or $136,474 at 6%; with 100% employer match about $153,533 at 4% or $102,356 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $156,142 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $79,379 | - | - |
| 2009 | 5 | 3 | $1,706,001 | $13,498 | $4,499iApproximate average salary by contribution assumption: employee only about $112,483 at 4% or $74,989 at 6%; with 50% employer match about $74,989 at 4% or $49,993 at 6%; with 100% employer match about $56,242 at 4% or $37,494 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $581,856 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $558,734 | $6,884 | $2,295iApproximate average salary by contribution assumption: employee only about $57,367 at 4% or $38,244 at 6%; with 50% employer match about $38,244 at 4% or $25,496 at 6%; with 100% employer match about $28,683 at 4% or $19,122 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $325,229 | $6,614 | $2,205iApproximate average salary by contribution assumption: employee only about $55,117 at 4% or $36,744 at 6%; with 50% employer match about $36,744 at 4% or $24,496 at 6%; with 100% employer match about $27,558 at 4% or $18,372 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $162,553 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $77,629 | - | - |
| 2008 | 5 | 3 | $1,547,009 | $18,257 | $6,086iApproximate average salary by contribution assumption: employee only about $152,142 at 4% or $101,428 at 6%; with 50% employer match about $101,428 at 4% or $67,619 at 6%; with 100% employer match about $76,071 at 4% or $50,714 at 6%. |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $528,466 | $10,272 | $3,424iApproximate average salary by contribution assumption: employee only about $85,600 at 4% or $57,067 at 6%; with 50% employer match about $57,067 at 4% or $38,044 at 6%; with 100% employer match about $42,800 at 4% or $28,533 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $503,976 | - | - |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $284,155 | $7,985 | $2,662iApproximate average salary by contribution assumption: employee only about $66,542 at 4% or $44,361 at 6%; with 50% employer match about $44,361 at 4% or $29,574 at 6%; with 100% employer match about $33,271 at 4% or $22,181 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $155,535 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $74,877 | - | - |
| 2007 | 5 | 3 | $1,641,612 | $22,214 | $7,405iApproximate average salary by contribution assumption: employee only about $185,117 at 4% or $123,411 at 6%; with 50% employer match about $123,411 at 4% or $82,274 at 6%; with 100% employer match about $92,558 at 4% or $61,706 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $572,079 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $545,093 | $12,382 | $4,127iApproximate average salary by contribution assumption: employee only about $103,183 at 4% or $68,789 at 6%; with 50% employer match about $68,789 at 4% or $45,859 at 6%; with 100% employer match about $51,592 at 4% or $34,394 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $303,439 | $9,832 | $3,277iApproximate average salary by contribution assumption: employee only about $81,933 at 4% or $54,622 at 6%; with 50% employer match about $54,622 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $148,796 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $72,205 | - | - |
| 2006 | 5 | 3 | $1,557,165 | $29,082 | $9,694iApproximate average salary by contribution assumption: employee only about $242,350 at 4% or $161,567 at 6%; with 50% employer match about $161,567 at 4% or $107,711 at 6%; with 100% employer match about $121,175 at 4% or $80,783 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $548,171 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $512,480 | $16,069 | $5,356iApproximate average salary by contribution assumption: employee only about $133,908 at 4% or $89,272 at 6%; with 50% employer match about $89,272 at 4% or $59,515 at 6%; with 100% employer match about $66,954 at 4% or $44,636 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $284,274 | $13,013 | $4,338iApproximate average salary by contribution assumption: employee only about $108,442 at 4% or $72,294 at 6%; with 50% employer match about $72,294 at 4% or $48,196 at 6%; with 100% employer match about $54,221 at 4% or $36,147 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $143,579 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $68,661 | - | - |
| 2005 | 5 | 3 | $1,444,788 | $37,815 | $12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $502,377 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $494,500 | $23,604 | $7,868iApproximate average salary by contribution assumption: employee only about $196,700 at 4% or $131,133 at 6%; with 50% employer match about $131,133 at 4% or $87,422 at 6%; with 100% employer match about $98,350 at 4% or $65,567 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $242,863 | $14,211 | $4,737iApproximate average salary by contribution assumption: employee only about $118,425 at 4% or $78,950 at 6%; with 50% employer match about $78,950 at 4% or $52,633 at 6%; with 100% employer match about $59,213 at 4% or $39,475 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $139,097 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $65,951 | - | - |
| 2004 | 8 | 3 | $1,409,826 | $39,173 | $13,058iApproximate average salary by contribution assumption: employee only about $326,442 at 4% or $217,628 at 6%; with 50% employer match about $217,628 at 4% or $145,085 at 6%; with 100% employer match about $163,221 at 4% or $108,814 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $493,657 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $479,861 | $16,987 | $5,662iApproximate average salary by contribution assumption: employee only about $141,558 at 4% or $94,372 at 6%; with 50% employer match about $94,372 at 4% or $62,915 at 6%; with 100% employer match about $70,779 at 4% or $47,186 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $237,726 | $22,186 | $7,395iApproximate average salary by contribution assumption: employee only about $184,883 at 4% or $123,256 at 6%; with 50% employer match about $123,256 at 4% or $82,170 at 6%; with 100% employer match about $92,442 at 4% or $61,628 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $134,890 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $63,692 | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 0 | - | - | - |
| Roda K Patel Self-Employed Mppp Plan Sponsored by National Westminster Bank | - | 3 | - | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 2 | - | - | - |
| 2003 | 7 | 3 | $1,370,728 | $72,273 | $24,091iApproximate average salary by contribution assumption: employee only about $602,275 at 4% or $401,517 at 6%; with 50% employer match about $401,517 at 4% or $267,678 at 6%; with 100% employer match about $301,138 at 4% or $200,758 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $470,580 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $445,767 | $40,417 | $13,472iApproximate average salary by contribution assumption: employee only about $336,808 at 4% or $224,539 at 6%; with 50% employer match about $224,539 at 4% or $149,693 at 6%; with 100% employer match about $168,404 at 4% or $112,269 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $210,012 | $31,856 | $10,619iApproximate average salary by contribution assumption: employee only about $265,467 at 4% or $176,978 at 6%; with 50% employer match about $176,978 at 4% or $117,985 at 6%; with 100% employer match about $132,733 at 4% or $88,489 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $131,740 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $61,145 | - | - |
| Roda K Patel Self-Employed Mppp Plan Sponsored by National Westminster Bank | - | 3 | $35,669 | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 3 | $15,815 | - | - |
| 2002 | 7 | 3 | $1,256,537 | $169,070 | $56,357iApproximate average salary by contribution assumption: employee only about $1,408,917 at 4% or $939,278 at 6%; with 50% employer match about $939,278 at 4% or $626,185 at 6%; with 100% employer match about $704,458 at 4% or $469,639 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $428,664 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $385,588 | $83,748 | $27,916iApproximate average salary by contribution assumption: employee only about $697,900 at 4% or $465,267 at 6%; with 50% employer match about $465,267 at 4% or $310,178 at 6%; with 100% employer match about $348,950 at 4% or $232,633 at 6%. |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $170,583 | $85,322 | $28,441iApproximate average salary by contribution assumption: employee only about $711,017 at 4% or $474,011 at 6%; with 50% employer match about $474,011 at 4% or $316,007 at 6%; with 100% employer match about $355,508 at 4% or $237,006 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $128,853 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $58,731 | - | - |
| Roda K Patel Self-Employed Mppp Plan Sponsored by National Westminster Bank | - | 3 | $49,405 | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 3 | $34,713 | - | - |
| 2001 | 7 | 3 | $0 | $0 | - |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | - | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | - | - | - |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | - | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | - | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 3 | - | - | - |
| Mht Qualified Retirement Plan | - | 2 | - | - | - |
| Roda K Patel Self-Employed Mppp Plan Sponsored by National Westminster Bank | - | 3 | - | - | - |
| 2000 | 6 | 3 | $940,988 | $34,944 | $11,648iApproximate average salary by contribution assumption: employee only about $291,200 at 4% or $194,133 at 6%; with 50% employer match about $194,133 at 4% or $129,422 at 6%; with 100% employer match about $145,600 at 4% or $97,067 at 6%. |
| Roda K Patel Basic Money Purchase Pension Plan | - | 1 | $383,154 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $237,727 | $20,068 | $6,689iApproximate average salary by contribution assumption: employee only about $167,233 at 4% or $111,489 at 6%; with 50% employer match about $111,489 at 4% or $74,326 at 6%; with 100% employer match about $83,617 at 4% or $55,744 at 6%. |
| Mht Qualified Retirement Plan | - | 2 | $119,364 | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 3 | $90,651 | - | - |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $57,467 | $14,876 | $4,959iApproximate average salary by contribution assumption: employee only about $123,967 at 4% or $82,644 at 6%; with 50% employer match about $82,644 at 4% or $55,096 at 6%; with 100% employer match about $61,983 at 4% or $41,322 at 6%. |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $52,625 | - | - |
| 1999 | 7 | 3 | $919,519 | $0 | - |
| Roda K Patel Basic Money Purchase Pension Plan | - | 2 | $336,361 | - | - |
| Roda K Patel Profit Sharing Plan at Citibank | - | 3 | $191,342 | - | - |
| Mht Qualified Retirement Plan | - | 2 | $112,701 | - | - |
| Roda K Patel Self-Employed Mppp Plan Sponsored by National Westminster Bank | - | 3 | $106,083 | - | - |
| Roda K Patel Se Profit Sharing Plan Sponsored by Nat West USA | - | 3 | $86,498 | - | - |
| Us League of Savings Associations Retirement Plan for Self-Employed | - | 1 | $49,875 | - | - |
| Roda K Patel Money Purchase Plan at Citibank | - | 3 | $36,659 | - | - |