Shiv S. Bhatt, M.D. PC.
Plan context: SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN
EIN 16-1451828 • Washington Mills, NY • 17 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$1,067,483
2020 Contributions
$209,800
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 0 | $0 | $0 | - |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2019 | 2 | 5 | $1,067,483 | $209,800 | $41,960iApproximate average salary by contribution assumption: employee only about $1,049,000 at 4% or $699,333 at 6%; with 50% employer match about $699,333 at 4% or $466,222 at 6%; with 100% employer match about $524,500 at 4% or $349,667 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 4 | $829,345 | $184,800 | $46,200iApproximate average salary by contribution assumption: employee only about $1,155,000 at 4% or $770,000 at 6%; with 50% employer match about $770,000 at 4% or $513,333 at 6%; with 100% employer match about $577,500 at 4% or $385,000 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 5 | $238,138 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2018 | 2 | 5 | $860,934 | $185,760 | $37,152iApproximate average salary by contribution assumption: employee only about $928,800 at 4% or $619,200 at 6%; with 50% employer match about $619,200 at 4% or $412,800 at 6%; with 100% employer match about $464,400 at 4% or $309,600 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 4 | $642,888 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 5 | $218,046 | $35,760 | $7,152iApproximate average salary by contribution assumption: employee only about $178,800 at 4% or $119,200 at 6%; with 50% employer match about $119,200 at 4% or $79,467 at 6%; with 100% employer match about $89,400 at 4% or $59,600 at 6%. |
| 2017 | 2 | 5 | $678,144 | $182,489 | $36,498iApproximate average salary by contribution assumption: employee only about $912,445 at 4% or $608,297 at 6%; with 50% employer match about $608,297 at 4% or $405,531 at 6%; with 100% employer match about $456,223 at 4% or $304,148 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 4 | $492,005 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 5 | $186,139 | $32,489 | $6,498iApproximate average salary by contribution assumption: employee only about $162,445 at 4% or $108,297 at 6%; with 50% employer match about $108,297 at 4% or $72,198 at 6%; with 100% employer match about $81,223 at 4% or $54,148 at 6%. |
| 2016 | 2 | 5 | $603,040 | $159,162 | $31,832iApproximate average salary by contribution assumption: employee only about $795,810 at 4% or $530,540 at 6%; with 50% employer match about $530,540 at 4% or $353,693 at 6%; with 100% employer match about $397,905 at 4% or $265,270 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 4 | $441,355 | $125,800 | $31,450iApproximate average salary by contribution assumption: employee only about $786,250 at 4% or $524,167 at 6%; with 50% employer match about $524,167 at 4% or $349,444 at 6%; with 100% employer match about $393,125 at 4% or $262,083 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 5 | $161,685 | $33,362 | $6,672iApproximate average salary by contribution assumption: employee only about $166,810 at 4% or $111,207 at 6%; with 50% employer match about $111,207 at 4% or $74,138 at 6%; with 100% employer match about $83,405 at 4% or $55,603 at 6%. |
| 2015 | 2 | 4 | $439,081 | $244,750 | $61,188iApproximate average salary by contribution assumption: employee only about $1,529,688 at 4% or $1,019,792 at 6%; with 50% employer match about $1,019,792 at 4% or $679,861 at 6%; with 100% employer match about $764,844 at 4% or $509,896 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 4 | $310,616 | $184,750 | $46,188iApproximate average salary by contribution assumption: employee only about $1,154,688 at 4% or $769,792 at 6%; with 50% employer match about $769,792 at 4% or $513,194 at 6%; with 100% employer match about $577,344 at 4% or $384,896 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 4 | $128,465 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2014 | 2 | 3 | $194,375 | $194,375 | $64,792iApproximate average salary by contribution assumption: employee only about $1,619,792 at 4% or $1,079,861 at 6%; with 50% employer match about $1,079,861 at 4% or $719,907 at 6%; with 100% employer match about $809,896 at 4% or $539,931 at 6%. |
| SHIV S. BHATT, M. D. , P. C. CASH BALANCE PLAN | - | 3 | $125,875 | $125,875 | $41,958iApproximate average salary by contribution assumption: employee only about $1,048,958 at 4% or $699,306 at 6%; with 50% employer match about $699,306 at 4% or $466,204 at 6%; with 100% employer match about $524,479 at 4% or $349,653 at 6%. |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 3 | $68,500 | $68,500 | $22,833iApproximate average salary by contribution assumption: employee only about $570,833 at 4% or $380,556 at 6%; with 50% employer match about $380,556 at 4% or $253,704 at 6%; with 100% employer match about $285,417 at 4% or $190,278 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 3 | $1,112,219 | $0 | - |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 3 | $1,112,219 | - | - |
| 1999 | 1 | 3 | $2,529,172 | $0 | - |
| Shiv S. Bhatt, M.D. PC. Defined Benefit Pension Plan | - | 3 | $2,529,172 | - | - |