Civic Intelligence

Sumeet Bhanot MD Pa

Plan context: Sumeet Bhanot MD Pa Cash Balance Plan

EIN 20-4534448 • Sarasota, FL • 18 filings • 2 plans

2038 Bee Ridge RoadSarasota, FL 34239
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,916,415

2024 Contributions

$592,863

Historical Graphs

Total Assets Over Time

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

$3,916,415$1,958,208$0201620202024YearValue
$3,916,415Latest year 2024

Participants Over Time

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

630201620202024YearValue
6Latest 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
202426$3,916,415$592,863$98,811iApproximate average salary by contribution assumption: employee only about $2,470,263 at 4% or $1,646,842 at 6%; with 50% employer match about $1,646,842 at 4% or $1,097,894 at 6%; with 100% employer match about $1,235,131 at 4% or $823,421 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-6$3,261,472$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-6$654,943$92,863$15,477iApproximate average salary by contribution assumption: employee only about $386,929 at 4% or $257,953 at 6%; with 50% employer match about $257,953 at 4% or $171,969 at 6%; with 100% employer match about $193,465 at 4% or $128,976 at 6%.
202326$2,960,830$496,212$82,702iApproximate average salary by contribution assumption: employee only about $2,067,550 at 4% or $1,378,367 at 6%; with 50% employer match about $1,378,367 at 4% or $918,911 at 6%; with 100% employer match about $1,033,775 at 4% or $689,183 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-6$2,485,502$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-6$475,328$96,212$16,035iApproximate average salary by contribution assumption: employee only about $400,883 at 4% or $267,256 at 6%; with 50% employer match about $267,256 at 4% or $178,170 at 6%; with 100% employer match about $200,442 at 4% or $133,628 at 6%.
202226$2,085,296$568,650$94,775iApproximate average salary by contribution assumption: employee only about $2,369,375 at 4% or $1,579,583 at 6%; with 50% employer match about $1,579,583 at 4% or $1,053,056 at 6%; with 100% employer match about $1,184,688 at 4% or $789,792 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-6$1,787,344$496,000$82,667iApproximate average salary by contribution assumption: employee only about $2,066,667 at 4% or $1,377,778 at 6%; with 50% employer match about $1,377,778 at 4% or $918,519 at 6%; with 100% employer match about $1,033,333 at 4% or $688,889 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-5$297,952$72,650$14,530iApproximate average salary by contribution assumption: employee only about $363,250 at 4% or $242,167 at 6%; with 50% employer match about $242,167 at 4% or $161,444 at 6%; with 100% employer match about $181,625 at 4% or $121,083 at 6%.
202126$1,743,068$466,364$77,727iApproximate average salary by contribution assumption: employee only about $1,943,183 at 4% or $1,295,456 at 6%; with 50% employer match about $1,295,456 at 4% or $863,637 at 6%; with 100% employer match about $971,592 at 4% or $647,728 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-6$1,432,855$396,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-6$310,213$70,364$11,727iApproximate average salary by contribution assumption: employee only about $293,183 at 4% or $195,456 at 6%; with 50% employer match about $195,456 at 4% or $130,304 at 6%; with 100% employer match about $146,592 at 4% or $97,728 at 6%.
202025$1,219,943$255,691$51,138iApproximate average salary by contribution assumption: employee only about $1,278,455 at 4% or $852,303 at 6%; with 50% employer match about $852,303 at 4% or $568,202 at 6%; with 100% employer match about $639,228 at 4% or $426,152 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-4$1,013,089$196,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-5$206,854$59,691$11,938iApproximate average salary by contribution assumption: employee only about $298,455 at 4% or $198,970 at 6%; with 50% employer match about $198,970 at 4% or $132,647 at 6%; with 100% employer match about $149,228 at 4% or $99,485 at 6%.
201924$846,564$142,546$35,637iApproximate average salary by contribution assumption: employee only about $890,913 at 4% or $593,942 at 6%; with 50% employer match about $593,942 at 4% or $395,961 at 6%; with 100% employer match about $445,456 at 4% or $296,971 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-4$731,618$96,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-4$114,946$46,546$11,637iApproximate average salary by contribution assumption: employee only about $290,913 at 4% or $193,942 at 6%; with 50% employer match about $193,942 at 4% or $129,294 at 6%; with 100% employer match about $145,456 at 4% or $96,971 at 6%.
201824$627,183$290,138$72,535iApproximate average salary by contribution assumption: employee only about $1,813,363 at 4% or $1,208,908 at 6%; with 50% employer match about $1,208,908 at 4% or $805,939 at 6%; with 100% employer match about $906,681 at 4% or $604,454 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-4$576,778$271,000$67,750iApproximate average salary by contribution assumption: employee only about $1,693,750 at 4% or $1,129,167 at 6%; with 50% employer match about $1,129,167 at 4% or $752,778 at 6%; with 100% employer match about $846,875 at 4% or $564,583 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-2$50,405$19,138$9,569iApproximate average salary by contribution assumption: employee only about $239,225 at 4% or $159,483 at 6%; with 50% employer match about $159,483 at 4% or $106,322 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%.
201722$391,303$256,932$128,466iApproximate average salary by contribution assumption: employee only about $3,211,650 at 4% or $2,141,100 at 6%; with 50% employer match about $2,141,100 at 4% or $1,427,400 at 6%; with 100% employer match about $1,605,825 at 4% or $1,070,550 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-2$355,826$224,000$112,000iApproximate average salary by contribution assumption: employee only about $2,800,000 at 4% or $1,866,667 at 6%; with 50% employer match about $1,866,667 at 4% or $1,244,444 at 6%; with 100% employer match about $1,400,000 at 4% or $933,333 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-2$35,477$32,932$16,466iApproximate average salary by contribution assumption: employee only about $411,650 at 4% or $274,433 at 6%; with 50% employer match about $274,433 at 4% or $182,956 at 6%; with 100% employer match about $205,825 at 4% or $137,217 at 6%.
201624$125,000$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Sumeet Bhanot MD Pa Cash Balance Plan-4$125,000$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Sumeet Bhanot MD Pa 401(K) Profit Sharing Plan-0$0$0-