Civic Intelligence

Kathy Mahalati MD PC

Plan context: Kathy Mahalati MD PC Retirement Plan

EIN 20-5587826 • Ashton, MD • 13 filings • 1 plans

404 Firestone DrAshton, MD 20861-8010
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,686,944

2024 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$5,686,944$2,843,472$0201220182024YearValue
$5,686,944Latest year 2024

Participants Over Time

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

1050201220222024YearValue
10Latest 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
2024110$5,686,944$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Kathy Mahalati MD PC Retirement Plan-10$5,686,944$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2023110$5,224,856$150,000$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%.
Kathy Mahalati MD PC Retirement Plan-10$5,224,856$150,000$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%.
202218$4,868,554$600,000$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%.
Kathy Mahalati MD PC Retirement Plan-8$4,868,554$600,000$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%.
202110$4,231,652$500,000-
Kathy Mahalati MD PC Retirement Plan-0$4,231,652$500,000-
202010$3,638,973$500,000-
Kathy Mahalati MD PC Retirement Plan-0$3,638,973$500,000-
201910$3,074,858$300,000-
Kathy Mahalati MD PC Retirement Plan-0$3,074,858$300,000-
201810$2,697,194$550,000-
Kathy Mahalati MD PC Retirement Plan-0$2,697,194$550,000-
201710$2,116,761$600,000-
Kathy Mahalati MD PC Retirement Plan-0$2,116,761$600,000-
201610$2,240,008$550,000-
Kathy Mahalati MD PC Retirement Plan-0$2,240,008$550,000-
201510$1,664,057$230,000-
Kathy Mahalati MD PC Retirement Plan-0$1,664,057$230,000-
201412$1,402,060$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Kathy Mahalati MD PC Retirement Plan-2$1,402,060$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201312$1,142,261$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Kathy Mahalati MD PC Retirement Plan-2$1,142,261$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201212$822,599$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Kathy Mahalati MD PC Retirement Plan-2$822,599$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.