Civic Intelligence

Patel & Patel 401(K) Plan

Plan context: Patel & Patel 401(K) Plan

EIN 20-3485728 • So Charleston, WV • 34 filings • 3 plans

401 Division StSuite 306So Charleston, WV 25309
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$4,764,646

2025 Contributions

$240,142

Historical Graphs

Total Assets Over Time

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

$8,468,577$4,234,289$0200620162025YearValue
$4,764,646Latest year 2025

Participants Over Time

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

21110200620162025YearValue
21Latest year 2025

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
2025121$4,764,646$240,142$11,435iApproximate average salary by contribution assumption: employee only about $285,883 at 4% or $190,589 at 6%; with 50% employer match about $190,589 at 4% or $127,059 at 6%; with 100% employer match about $142,942 at 4% or $95,294 at 6%.
Patel & Patel 401(K) Plan-21$4,764,646$240,142$11,435iApproximate average salary by contribution assumption: employee only about $285,883 at 4% or $190,589 at 6%; with 50% employer match about $190,589 at 4% or $127,059 at 6%; with 100% employer match about $142,942 at 4% or $95,294 at 6%.
2024221$3,838,741$268,436$12,783iApproximate average salary by contribution assumption: employee only about $319,567 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,030 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
Patel & Patel 401(K) Plan-21$3,838,741$268,436$12,783iApproximate average salary by contribution assumption: employee only about $319,567 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,030 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-0$0--
2023221$8,468,577$200,405$9,543iApproximate average salary by contribution assumption: employee only about $238,577 at 4% or $159,052 at 6%; with 50% employer match about $159,052 at 4% or $106,034 at 6%; with 100% employer match about $119,289 at 4% or $79,526 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-19$5,332,734$0-
Patel & Patel 401(K) Plan-21$3,135,843$200,405$9,543iApproximate average salary by contribution assumption: employee only about $238,577 at 4% or $159,052 at 6%; with 50% employer match about $159,052 at 4% or $106,034 at 6%; with 100% employer match about $119,289 at 4% or $79,526 at 6%.
2022220$7,426,204$345,602$17,280iApproximate average salary by contribution assumption: employee only about $432,002 at 4% or $288,002 at 6%; with 50% employer match about $288,002 at 4% or $192,001 at 6%; with 100% employer match about $216,001 at 4% or $144,001 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-19$4,955,588$150,000$7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%.
Patel & Patel 401(K) Plan-20$2,470,616$195,602$9,780iApproximate average salary by contribution assumption: employee only about $244,503 at 4% or $163,002 at 6%; with 50% employer match about $163,002 at 4% or $108,668 at 6%; with 100% employer match about $122,251 at 4% or $81,501 at 6%.
2021218$8,045,934$319,621$17,757iApproximate average salary by contribution assumption: employee only about $443,918 at 4% or $295,945 at 6%; with 50% employer match about $295,945 at 4% or $197,297 at 6%; with 100% employer match about $221,959 at 4% or $147,973 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-15$5,286,024$135,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Patel & Patel 401(K) Plan-18$2,759,910$184,621$10,257iApproximate average salary by contribution assumption: employee only about $256,418 at 4% or $170,945 at 6%; with 50% employer match about $170,945 at 4% or $113,964 at 6%; with 100% employer match about $128,209 at 4% or $85,473 at 6%.
2020216$6,677,383$302,314$18,895iApproximate average salary by contribution assumption: employee only about $472,366 at 4% or $314,910 at 6%; with 50% employer match about $314,910 at 4% or $209,940 at 6%; with 100% employer match about $236,183 at 4% or $157,455 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-14$4,444,336$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
Patel & Patel 401(K) Plan-16$2,233,047$177,314$11,082iApproximate average salary by contribution assumption: employee only about $277,053 at 4% or $184,702 at 6%; with 50% employer match about $184,702 at 4% or $123,135 at 6%; with 100% employer match about $138,527 at 4% or $92,351 at 6%.
2019218$5,872,831$333,218$18,512iApproximate average salary by contribution assumption: employee only about $462,803 at 4% or $308,535 at 6%; with 50% employer match about $308,535 at 4% or $205,690 at 6%; with 100% employer match about $231,401 at 4% or $154,268 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-18$4,077,961$165,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
Patel & Patel 401(K) Plan-15$1,794,870$168,218$11,215iApproximate average salary by contribution assumption: employee only about $280,363 at 4% or $186,909 at 6%; with 50% employer match about $186,909 at 4% or $124,606 at 6%; with 100% employer match about $140,182 at 4% or $93,454 at 6%.
2018215$4,849,420$287,619$19,175iApproximate average salary by contribution assumption: employee only about $479,365 at 4% or $319,577 at 6%; with 50% employer match about $319,577 at 4% or $213,051 at 6%; with 100% employer match about $239,682 at 4% or $159,788 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-15$3,433,112$118,000$7,867iApproximate average salary by contribution assumption: employee only about $196,667 at 4% or $131,111 at 6%; with 50% employer match about $131,111 at 4% or $87,407 at 6%; with 100% employer match about $98,333 at 4% or $65,556 at 6%.
Patel & Patel 401(K) Plan-14$1,416,308$169,619$12,116iApproximate average salary by contribution assumption: employee only about $302,891 at 4% or $201,927 at 6%; with 50% employer match about $201,927 at 4% or $134,618 at 6%; with 100% employer match about $151,446 at 4% or $100,964 at 6%.
2017214$4,748,633$276,073$19,720iApproximate average salary by contribution assumption: employee only about $492,988 at 4% or $328,658 at 6%; with 50% employer match about $328,658 at 4% or $219,106 at 6%; with 100% employer match about $246,494 at 4% or $164,329 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-12$3,400,093$116,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
Patel & Patel 401(K) Plan-14$1,348,540$160,073$11,434iApproximate average salary by contribution assumption: employee only about $285,845 at 4% or $190,563 at 6%; with 50% employer match about $190,563 at 4% or $127,042 at 6%; with 100% employer match about $142,922 at 4% or $95,282 at 6%.
2016216$4,139,064$236,267$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,584 at 4% or $123,056 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-16$3,048,885$80,000$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%.
Patel & Patel 401(K) Plan-15$1,090,179$156,267$10,418iApproximate average salary by contribution assumption: employee only about $260,445 at 4% or $173,630 at 6%; with 50% employer match about $173,630 at 4% or $115,753 at 6%; with 100% employer match about $130,222 at 4% or $86,815 at 6%.
2015217$3,694,403$244,954$14,409iApproximate average salary by contribution assumption: employee only about $360,226 at 4% or $240,151 at 6%; with 50% employer match about $240,151 at 4% or $160,101 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-16$2,805,684$60,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Patel & Patel 401(K) Plan-17$888,719$184,954$10,880iApproximate average salary by contribution assumption: employee only about $271,991 at 4% or $181,327 at 6%; with 50% employer match about $181,327 at 4% or $120,885 at 6%; with 100% employer match about $135,996 at 4% or $90,664 at 6%.
2014215$3,441,357$257,526$17,168iApproximate average salary by contribution assumption: employee only about $429,210 at 4% or $286,140 at 6%; with 50% employer match about $286,140 at 4% or $190,760 at 6%; with 100% employer match about $214,605 at 4% or $143,070 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-15$2,741,932$100,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Patel & Patel 401(K) Plan-15$699,425$157,526$10,502iApproximate average salary by contribution assumption: employee only about $262,543 at 4% or $175,029 at 6%; with 50% employer match about $175,029 at 4% or $116,686 at 6%; with 100% employer match about $131,272 at 4% or $87,514 at 6%.
2013215$3,044,753$239,365$15,958iApproximate average salary by contribution assumption: employee only about $398,942 at 4% or $265,961 at 6%; with 50% employer match about $265,961 at 4% or $177,307 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-15$2,514,757$80,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Patel & Patel 401(K) Plan-15$529,996$159,365$10,624iApproximate average salary by contribution assumption: employee only about $265,608 at 4% or $177,072 at 6%; with 50% employer match about $177,072 at 4% or $118,048 at 6%; with 100% employer match about $132,804 at 4% or $88,536 at 6%.
2012216$2,640,148$281,168$17,573iApproximate average salary by contribution assumption: employee only about $439,325 at 4% or $292,883 at 6%; with 50% employer match about $292,883 at 4% or $195,256 at 6%; with 100% employer match about $219,663 at 4% or $146,442 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-16$2,327,876$128,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Patel & Patel 401(K) Plan-14$312,272$153,168$10,941iApproximate average salary by contribution assumption: employee only about $273,514 at 4% or $182,343 at 6%; with 50% employer match about $182,343 at 4% or $121,562 at 6%; with 100% employer match about $136,757 at 4% or $91,171 at 6%.
2011216$2,190,973$203,609$12,726iApproximate average salary by contribution assumption: employee only about $318,139 at 4% or $212,093 at 6%; with 50% employer match about $212,093 at 4% or $141,395 at 6%; with 100% employer match about $159,070 at 4% or $106,046 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-16$2,046,927$60,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Patel & Patel 401(K) Plan-14$144,046$143,609$10,258iApproximate average salary by contribution assumption: employee only about $256,445 at 4% or $170,963 at 6%; with 50% employer match about $170,963 at 4% or $113,975 at 6%; with 100% employer match about $128,222 at 4% or $85,482 at 6%.
2010115$2,006,268$357,086$23,806iApproximate average salary by contribution assumption: employee only about $595,143 at 4% or $396,762 at 6%; with 50% employer match about $396,762 at 4% or $264,508 at 6%; with 100% employer match about $297,572 at 4% or $198,381 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-15$2,006,268$357,086$23,806iApproximate average salary by contribution assumption: employee only about $595,143 at 4% or $396,762 at 6%; with 50% employer match about $396,762 at 4% or $264,508 at 6%; with 100% employer match about $297,572 at 4% or $198,381 at 6%.
2009114$1,633,807$270,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
PATEL & PATEL M.D., INC. DEFINED BENEFIT PLAN-14$1,633,807$270,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
200816$1,257,965$335,000$55,833iApproximate average salary by contribution assumption: employee only about $1,395,833 at 4% or $930,556 at 6%; with 50% employer match about $930,556 at 4% or $620,370 at 6%; with 100% employer match about $697,917 at 4% or $465,278 at 6%.
PATEL & PATEL MD INC. DEFINED BENEFIT PLAN-6$1,257,965$335,000$55,833iApproximate average salary by contribution assumption: employee only about $1,395,833 at 4% or $930,556 at 6%; with 50% employer match about $930,556 at 4% or $620,370 at 6%; with 100% employer match about $697,917 at 4% or $465,278 at 6%.
200716$959,137$303,034$50,506iApproximate average salary by contribution assumption: employee only about $1,262,642 at 4% or $841,761 at 6%; with 50% employer match about $841,761 at 4% or $561,174 at 6%; with 100% employer match about $631,321 at 4% or $420,881 at 6%.
PATEL & PATEL MD INC. DEFINED BENEFIT PLAN-6$959,137$303,034$50,506iApproximate average salary by contribution assumption: employee only about $1,262,642 at 4% or $841,761 at 6%; with 50% employer match about $841,761 at 4% or $561,174 at 6%; with 100% employer match about $631,321 at 4% or $420,881 at 6%.
200616$637,921$307,966$51,328iApproximate average salary by contribution assumption: employee only about $1,283,192 at 4% or $855,461 at 6%; with 50% employer match about $855,461 at 4% or $570,307 at 6%; with 100% employer match about $641,596 at 4% or $427,731 at 6%.
PATEL & PATEL MD INC. DEFINED BENEFIT PLAN-6$637,921$307,966$51,328iApproximate average salary by contribution assumption: employee only about $1,283,192 at 4% or $855,461 at 6%; with 50% employer match about $855,461 at 4% or $570,307 at 6%; with 100% employer match about $641,596 at 4% or $427,731 at 6%.