Civic Intelligence

Patel & Duong LLC

Plan context: Patel & Duong LLC Defined Benefit Pension Plan

EIN 26-1730348 • Roswell, GA • 14 filings • 2 plans

8180 Riverbirch DriveRoswell, GA 30076
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,058,521

2024 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$4,058,521$2,029,261$0201820212024YearValue
$4,058,521Latest year 2024

Participants Over Time

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

530201820212024YearValue
3Latest 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
202423$4,058,521$0-
Patel & Duong LLC Defined Benefit Pension Plan-2$3,820,771--
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$237,750$0-
202325$2,182,023$0-
Patel & Duong LLC Defined Benefit Pension Plan-5$1,950,806--
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$231,217$0-
202225$1,867,306$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Patel & Duong LLC Defined Benefit Pension Plan-5$1,644,329$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$222,977$0-
202123$2,346,732$200,000$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%.
Patel & Duong LLC Defined Benefit Pension Plan-3$2,125,265$200,000$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%.
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$221,467$0-
202023$2,381,782$200,000$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%.
Patel & Duong LLC Defined Benefit Pension Plan-3$2,161,346$200,000$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%.
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$220,436$0-
201923$1,511,719$202,080$67,360iApproximate average salary by contribution assumption: employee only about $1,684,000 at 4% or $1,122,667 at 6%; with 50% employer match about $1,122,667 at 4% or $748,444 at 6%; with 100% employer match about $842,000 at 4% or $561,333 at 6%.
Patel & Duong LLC Defined Benefit Pension Plan-3$1,293,138$200,000$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%.
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$218,581$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.
201823$1,293,337$202,080$67,360iApproximate average salary by contribution assumption: employee only about $1,684,000 at 4% or $1,122,667 at 6%; with 50% employer match about $1,122,667 at 4% or $748,444 at 6%; with 100% employer match about $842,000 at 4% or $561,333 at 6%.
Patel & Duong LLC Defined Benefit Pension Plan-3$1,080,476$200,000$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%.
PATEL & DUONG, LLC 401(K) PROFIT SHARING PLAN-3$212,861$2,080$693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,556 at 6%; with 50% employer match about $11,556 at 4% or $7,704 at 6%; with 100% employer match about $8,667 at 4% or $5,778 at 6%.