Civic Intelligence

Nava Fathi, Dds Inc.

Plan context: Nava Fathi, Dds Profit Sharing/401(K) Plan

EIN 20-2507699 • San Jose, CA • 22 filings • 5 plans

2581 Samaritan Dr, Ste 110San Jose, CA 95124
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,501,666

2024 Contributions

$135,083

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,501,666$1,750,833$0201320192024YearValue
$3,501,666Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201320192024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202424$3,501,666$135,083$33,771iApproximate average salary by contribution assumption: employee only about $844,269 at 4% or $562,846 at 6%; with 50% employer match about $562,846 at 4% or $375,231 at 6%; with 100% employer match about $422,134 at 4% or $281,423 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,883,574$48,083$12,021iApproximate average salary by contribution assumption: employee only about $300,519 at 4% or $200,346 at 6%; with 50% employer match about $200,346 at 4% or $133,564 at 6%; with 100% employer match about $150,259 at 4% or $100,173 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$1,618,092$87,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
202324$3,078,500$204,796$51,199iApproximate average salary by contribution assumption: employee only about $1,279,975 at 4% or $853,317 at 6%; with 50% employer match about $853,317 at 4% or $568,878 at 6%; with 100% employer match about $639,988 at 4% or $426,658 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,645,360$46,642$11,661iApproximate average salary by contribution assumption: employee only about $291,513 at 4% or $194,342 at 6%; with 50% employer match about $194,342 at 4% or $129,561 at 6%; with 100% employer match about $145,756 at 4% or $97,171 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$1,433,140$158,154$79,077iApproximate average salary by contribution assumption: employee only about $1,976,925 at 4% or $1,317,950 at 6%; with 50% employer match about $1,317,950 at 4% or $878,633 at 6%; with 100% employer match about $988,463 at 4% or $658,975 at 6%.
202224$2,517,829$121,100$30,275iApproximate average salary by contribution assumption: employee only about $756,875 at 4% or $504,583 at 6%; with 50% employer match about $504,583 at 4% or $336,389 at 6%; with 100% employer match about $378,438 at 4% or $252,292 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,373,975$41,100$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$1,143,854$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202124$2,766,623$192,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,568,494$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$1,198,129$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202024$2,320,991$187,411$46,853iApproximate average salary by contribution assumption: employee only about $1,171,319 at 4% or $780,879 at 6%; with 50% employer match about $780,879 at 4% or $520,586 at 6%; with 100% employer match about $585,659 at 4% or $390,440 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,345,872$37,411$9,353iApproximate average salary by contribution assumption: employee only about $233,819 at 4% or $155,879 at 6%; with 50% employer match about $155,879 at 4% or $103,919 at 6%; with 100% employer match about $116,909 at 4% or $77,940 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$975,119$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201924$1,931,866$133,231$33,308iApproximate average salary by contribution assumption: employee only about $832,694 at 4% or $555,129 at 6%; with 50% employer match about $555,129 at 4% or $370,086 at 6%; with 100% employer match about $416,347 at 4% or $277,565 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-4$1,184,846$33,231$8,308iApproximate average salary by contribution assumption: employee only about $207,694 at 4% or $138,463 at 6%; with 50% employer match about $138,463 at 4% or $92,308 at 6%; with 100% employer match about $103,847 at 4% or $69,231 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$747,020$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201822$1,488,276$168,500$84,250iApproximate average salary by contribution assumption: employee only about $2,106,250 at 4% or $1,404,167 at 6%; with 50% employer match about $1,404,167 at 4% or $936,111 at 6%; with 100% employer match about $1,053,125 at 4% or $702,083 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-2$948,186$33,201$16,601iApproximate average salary by contribution assumption: employee only about $415,013 at 4% or $276,675 at 6%; with 50% employer match about $276,675 at 4% or $184,450 at 6%; with 100% employer match about $207,506 at 4% or $138,338 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$540,090$135,299$67,650iApproximate average salary by contribution assumption: employee only about $1,691,238 at 4% or $1,127,492 at 6%; with 50% employer match about $1,127,492 at 4% or $751,661 at 6%; with 100% employer match about $845,619 at 4% or $563,746 at 6%.
201723$1,419,884$187,866$62,622iApproximate average salary by contribution assumption: employee only about $1,565,550 at 4% or $1,043,700 at 6%; with 50% employer match about $1,043,700 at 4% or $695,800 at 6%; with 100% employer match about $782,775 at 4% or $521,850 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-3$989,843$32,920$10,973iApproximate average salary by contribution assumption: employee only about $274,333 at 4% or $182,889 at 6%; with 50% employer match about $182,889 at 4% or $121,926 at 6%; with 100% employer match about $137,167 at 4% or $91,444 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$430,041$154,946$77,473iApproximate average salary by contribution assumption: employee only about $1,936,825 at 4% or $1,291,217 at 6%; with 50% employer match about $1,291,217 at 4% or $860,811 at 6%; with 100% employer match about $968,413 at 4% or $645,608 at 6%.
201622$1,088,051$191,280$95,640iApproximate average salary by contribution assumption: employee only about $2,391,000 at 4% or $1,594,000 at 6%; with 50% employer match about $1,594,000 at 4% or $1,062,667 at 6%; with 100% employer match about $1,195,500 at 4% or $797,000 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-2$845,921$36,586$18,293iApproximate average salary by contribution assumption: employee only about $457,325 at 4% or $304,883 at 6%; with 50% employer match about $304,883 at 4% or $203,256 at 6%; with 100% employer match about $228,663 at 4% or $152,442 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$242,130$154,694$77,347iApproximate average salary by contribution assumption: employee only about $1,933,675 at 4% or $1,289,117 at 6%; with 50% employer match about $1,289,117 at 4% or $859,411 at 6%; with 100% employer match about $966,838 at 4% or $644,558 at 6%.
201522$816,741$108,461$54,231iApproximate average salary by contribution assumption: employee only about $1,355,763 at 4% or $903,842 at 6%; with 50% employer match about $903,842 at 4% or $602,561 at 6%; with 100% employer match about $677,881 at 4% or $451,921 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-2$736,241$27,961$13,981iApproximate average salary by contribution assumption: employee only about $349,513 at 4% or $233,008 at 6%; with 50% employer match about $233,008 at 4% or $155,339 at 6%; with 100% employer match about $174,756 at 4% or $116,504 at 6%.
Nava Fathi Dds Inc. Cash Balance Pension Plan-2$80,500$80,500$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
201412$725,439$53,318$26,659iApproximate average salary by contribution assumption: employee only about $666,475 at 4% or $444,317 at 6%; with 50% employer match about $444,317 at 4% or $296,211 at 6%; with 100% employer match about $333,238 at 4% or $222,158 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-2$725,439$53,318$26,659iApproximate average salary by contribution assumption: employee only about $666,475 at 4% or $444,317 at 6%; with 50% employer match about $444,317 at 4% or $296,211 at 6%; with 100% employer match about $333,238 at 4% or $222,158 at 6%.
201313$618,753$98,081$32,694iApproximate average salary by contribution assumption: employee only about $817,342 at 4% or $544,894 at 6%; with 50% employer match about $544,894 at 4% or $363,263 at 6%; with 100% employer match about $408,671 at 4% or $272,447 at 6%.
Nava Fathi, Dds Profit Sharing/401(K) Plan-3$618,753$98,081$32,694iApproximate average salary by contribution assumption: employee only about $817,342 at 4% or $544,894 at 6%; with 50% employer match about $544,894 at 4% or $363,263 at 6%; with 100% employer match about $408,671 at 4% or $272,447 at 6%.