Civic Intelligence

Patrick M. Calvi, D.M.D.

Plan context: Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan

EIN 22-2318712 • Sanatoga, PA • 31 filings • 7 plans

2081 E High Street Suite 200Sanatoga, PA 19464
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,763,253

2024 Contributions

$55,308

Historical Graphs

Total Assets Over Time

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

$6,075,207$3,037,604$0199920152024YearValue
$1,763,253Latest year 2024

Participants Over Time

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

1160199920132024YearValue
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$1,763,253$55,308$5,531iApproximate average salary by contribution assumption: employee only about $138,270 at 4% or $92,180 at 6%; with 50% employer match about $92,180 at 4% or $61,453 at 6%; with 100% employer match about $69,135 at 4% or $46,090 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-10$1,763,253$55,308$5,531iApproximate average salary by contribution assumption: employee only about $138,270 at 4% or $92,180 at 6%; with 50% employer match about $92,180 at 4% or $61,453 at 6%; with 100% employer match about $69,135 at 4% or $46,090 at 6%.
2023110$1,577,609$77,835$7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,725 at 6%; with 50% employer match about $129,725 at 4% or $86,483 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-10$1,577,609$77,835$7,784iApproximate average salary by contribution assumption: employee only about $194,588 at 4% or $129,725 at 6%; with 50% employer match about $129,725 at 4% or $86,483 at 6%; with 100% employer match about $97,294 at 4% or $64,863 at 6%.
202219$1,215,229$57,195$6,355iApproximate average salary by contribution assumption: employee only about $158,875 at 4% or $105,917 at 6%; with 50% employer match about $105,917 at 4% or $70,611 at 6%; with 100% employer match about $79,438 at 4% or $52,958 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9$1,215,229$57,195$6,355iApproximate average salary by contribution assumption: employee only about $158,875 at 4% or $105,917 at 6%; with 50% employer match about $105,917 at 4% or $70,611 at 6%; with 100% employer match about $79,438 at 4% or $52,958 at 6%.
202118$1,066,539$59,567$7,446iApproximate average salary by contribution assumption: employee only about $186,147 at 4% or $124,098 at 6%; with 50% employer match about $124,098 at 4% or $82,732 at 6%; with 100% employer match about $93,073 at 4% or $62,049 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-8$1,066,539$59,567$7,446iApproximate average salary by contribution assumption: employee only about $186,147 at 4% or $124,098 at 6%; with 50% employer match about $124,098 at 4% or $82,732 at 6%; with 100% employer match about $93,073 at 4% or $62,049 at 6%.
202018$1,475,072$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-8$1,475,072$80,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201919$1,804,616$77,000$8,556iApproximate average salary by contribution assumption: employee only about $213,889 at 4% or $142,593 at 6%; with 50% employer match about $142,593 at 4% or $95,062 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9$1,804,616$77,000$8,556iApproximate average salary by contribution assumption: employee only about $213,889 at 4% or $142,593 at 6%; with 50% employer match about $142,593 at 4% or $95,062 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%.
201819$1,627,248$78,097$8,677iApproximate average salary by contribution assumption: employee only about $216,936 at 4% or $144,624 at 6%; with 50% employer match about $144,624 at 4% or $96,416 at 6%; with 100% employer match about $108,468 at 4% or $72,312 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9$1,627,248$78,097$8,677iApproximate average salary by contribution assumption: employee only about $216,936 at 4% or $144,624 at 6%; with 50% employer match about $144,624 at 4% or $96,416 at 6%; with 100% employer match about $108,468 at 4% or $72,312 at 6%.
201719$1,474,326$72,963$8,107iApproximate average salary by contribution assumption: employee only about $202,675 at 4% or $135,117 at 6%; with 50% employer match about $135,117 at 4% or $90,078 at 6%; with 100% employer match about $101,338 at 4% or $67,558 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9$1,474,326$72,963$8,107iApproximate average salary by contribution assumption: employee only about $202,675 at 4% or $135,117 at 6%; with 50% employer match about $135,117 at 4% or $90,078 at 6%; with 100% employer match about $101,338 at 4% or $67,558 at 6%.
201619$1,352,697$74,606$8,290iApproximate average salary by contribution assumption: employee only about $207,239 at 4% or $138,159 at 6%; with 50% employer match about $138,159 at 4% or $92,106 at 6%; with 100% employer match about $103,619 at 4% or $69,080 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9$1,352,697$74,606$8,290iApproximate average salary by contribution assumption: employee only about $207,239 at 4% or $138,159 at 6%; with 50% employer match about $138,159 at 4% or $92,106 at 6%; with 100% employer match about $103,619 at 4% or $69,080 at 6%.
2015110$1,227,594$55,580$5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-10$1,227,594$55,580$5,558iApproximate average salary by contribution assumption: employee only about $138,950 at 4% or $92,633 at 6%; with 50% employer match about $92,633 at 4% or $61,756 at 6%; with 100% employer match about $69,475 at 4% or $46,317 at 6%.
2014111$6,075,207$58,362$5,306iApproximate average salary by contribution assumption: employee only about $132,641 at 4% or $88,427 at 6%; with 50% employer match about $88,427 at 4% or $58,952 at 6%; with 100% employer match about $66,320 at 4% or $44,214 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$6,075,207$58,362$5,306iApproximate average salary by contribution assumption: employee only about $132,641 at 4% or $88,427 at 6%; with 50% employer match about $88,427 at 4% or $58,952 at 6%; with 100% employer match about $66,320 at 4% or $44,214 at 6%.
2013111$5,761,130$52,747$4,795iApproximate average salary by contribution assumption: employee only about $119,880 at 4% or $79,920 at 6%; with 50% employer match about $79,920 at 4% or $53,280 at 6%; with 100% employer match about $59,940 at 4% or $39,960 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$5,761,130$52,747$4,795iApproximate average salary by contribution assumption: employee only about $119,880 at 4% or $79,920 at 6%; with 50% employer match about $79,920 at 4% or $53,280 at 6%; with 100% employer match about $59,940 at 4% or $39,960 at 6%.
2012111$5,167,009$67,251$6,114iApproximate average salary by contribution assumption: employee only about $152,843 at 4% or $101,895 at 6%; with 50% employer match about $101,895 at 4% or $67,930 at 6%; with 100% employer match about $76,422 at 4% or $50,948 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$5,167,009$67,251$6,114iApproximate average salary by contribution assumption: employee only about $152,843 at 4% or $101,895 at 6%; with 50% employer match about $101,895 at 4% or $67,930 at 6%; with 100% employer match about $76,422 at 4% or $50,948 at 6%.
2011211$4,466,637$54,401$4,946iApproximate average salary by contribution assumption: employee only about $123,639 at 4% or $82,426 at 6%; with 50% employer match about $82,426 at 4% or $54,951 at 6%; with 100% employer match about $61,819 at 4% or $41,213 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$4,466,637$54,401$4,946iApproximate average salary by contribution assumption: employee only about $123,639 at 4% or $82,426 at 6%; with 50% employer match about $82,426 at 4% or $54,951 at 6%; with 100% employer match about $61,819 at 4% or $41,213 at 6%.
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-0$0$0-
2010211$4,775,109$48,528$4,412iApproximate average salary by contribution assumption: employee only about $110,291 at 4% or $73,527 at 6%; with 50% employer match about $73,527 at 4% or $49,018 at 6%; with 100% employer match about $55,145 at 4% or $36,764 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$3,975,547$48,528$4,412iApproximate average salary by contribution assumption: employee only about $110,291 at 4% or $73,527 at 6%; with 50% employer match about $73,527 at 4% or $49,018 at 6%; with 100% employer match about $55,145 at 4% or $36,764 at 6%.
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-9$799,562--
2009411$4,884,559$238,589$21,690iApproximate average salary by contribution assumption: employee only about $542,248 at 4% or $361,498 at 6%; with 50% employer match about $361,498 at 4% or $240,999 at 6%; with 100% employer match about $271,124 at 4% or $180,749 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$4,076,497$92,348$8,395iApproximate average salary by contribution assumption: employee only about $209,882 at 4% or $139,921 at 6%; with 50% employer match about $139,921 at 4% or $93,281 at 6%; with 100% employer match about $104,941 at 4% or $69,961 at 6%.
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-10$808,062$146,241$14,624iApproximate average salary by contribution assumption: employee only about $365,603 at 4% or $243,735 at 6%; with 50% employer match about $243,735 at 4% or $162,490 at 6%; with 100% employer match about $182,801 at 4% or $121,868 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-----
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-----
200718$0$0-
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-8---
2006210$0$0-
S.J. Cohen, D.M.D., P.A. Cash Balance Plan-9---
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-10---
2005110$3,331,780$197,678$19,768iApproximate average salary by contribution assumption: employee only about $494,195 at 4% or $329,463 at 6%; with 50% employer match about $329,463 at 4% or $219,642 at 6%; with 100% employer match about $247,098 at 4% or $164,732 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-10$3,331,780$197,678$19,768iApproximate average salary by contribution assumption: employee only about $494,195 at 4% or $329,463 at 6%; with 50% employer match about $329,463 at 4% or $219,642 at 6%; with 100% employer match about $247,098 at 4% or $164,732 at 6%.
2004111$2,908,829$89,799$8,164iApproximate average salary by contribution assumption: employee only about $204,089 at 4% or $136,059 at 6%; with 50% employer match about $136,059 at 4% or $90,706 at 6%; with 100% employer match about $102,044 at 4% or $68,030 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-11$2,908,829$89,799$8,164iApproximate average salary by contribution assumption: employee only about $204,089 at 4% or $136,059 at 6%; with 50% employer match about $136,059 at 4% or $90,706 at 6%; with 100% employer match about $102,044 at 4% or $68,030 at 6%.
200319$0$0-
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-9---
200218$0$0-
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-8---
200110$0$0-
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-0---
200015$0$0-
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-5---
199915$2,133,026$42,096$8,419iApproximate average salary by contribution assumption: employee only about $210,480 at 4% or $140,320 at 6%; with 50% employer match about $140,320 at 4% or $93,547 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.
Patrick M. Calvi, D.M.D., P.A. 401(K) Retirement Plan-5$2,133,026$42,096$8,419iApproximate average salary by contribution assumption: employee only about $210,480 at 4% or $140,320 at 6%; with 50% employer match about $140,320 at 4% or $93,547 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.