Malhotra Group Inc.
Plan context: Malhotra Group 401(K) Plan and Trust
EIN 27-1439407 • Mason, OH • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$1,420,426
2024 Contributions
$70,184
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 33 | $1,420,426 | $70,184 | $2,127iApproximate average salary by contribution assumption: employee only about $53,170 at 4% or $35,446 at 6%; with 50% employer match about $35,446 at 4% or $23,631 at 6%; with 100% employer match about $26,585 at 4% or $17,723 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 33 | $1,420,426 | $70,184 | $2,127iApproximate average salary by contribution assumption: employee only about $53,170 at 4% or $35,446 at 6%; with 50% employer match about $35,446 at 4% or $23,631 at 6%; with 100% employer match about $26,585 at 4% or $17,723 at 6%. |
| 2023 | 1 | 38 | $1,999,443 | $100,651 | $2,649iApproximate average salary by contribution assumption: employee only about $66,218 at 4% or $44,145 at 6%; with 50% employer match about $44,145 at 4% or $29,430 at 6%; with 100% employer match about $33,109 at 4% or $22,073 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 38 | $1,999,443 | $100,651 | $2,649iApproximate average salary by contribution assumption: employee only about $66,218 at 4% or $44,145 at 6%; with 50% employer match about $44,145 at 4% or $29,430 at 6%; with 100% employer match about $33,109 at 4% or $22,073 at 6%. |
| 2022 | 1 | 41 | $3,305,123 | $203,580 | $4,965iApproximate average salary by contribution assumption: employee only about $124,134 at 4% or $82,756 at 6%; with 50% employer match about $82,756 at 4% or $55,171 at 6%; with 100% employer match about $62,067 at 4% or $41,378 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 41 | $3,305,123 | $203,580 | $4,965iApproximate average salary by contribution assumption: employee only about $124,134 at 4% or $82,756 at 6%; with 50% employer match about $82,756 at 4% or $55,171 at 6%; with 100% employer match about $62,067 at 4% or $41,378 at 6%. |
| 2021 | 1 | 41 | $4,886,794 | $268,586 | $6,551iApproximate average salary by contribution assumption: employee only about $163,772 at 4% or $109,181 at 6%; with 50% employer match about $109,181 at 4% or $72,788 at 6%; with 100% employer match about $81,886 at 4% or $54,591 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 41 | $4,886,794 | $268,586 | $6,551iApproximate average salary by contribution assumption: employee only about $163,772 at 4% or $109,181 at 6%; with 50% employer match about $109,181 at 4% or $72,788 at 6%; with 100% employer match about $81,886 at 4% or $54,591 at 6%. |
| 2020 | 1 | 13 | $1,137,696 | $88,520 | $6,809iApproximate average salary by contribution assumption: employee only about $170,231 at 4% or $113,487 at 6%; with 50% employer match about $113,487 at 4% or $75,658 at 6%; with 100% employer match about $85,115 at 4% or $56,744 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 13 | $1,137,696 | $88,520 | $6,809iApproximate average salary by contribution assumption: employee only about $170,231 at 4% or $113,487 at 6%; with 50% employer match about $113,487 at 4% or $75,658 at 6%; with 100% employer match about $85,115 at 4% or $56,744 at 6%. |
| 2019 | 1 | 27 | $1,101,896 | $85,456 | $3,165iApproximate average salary by contribution assumption: employee only about $79,126 at 4% or $52,751 at 6%; with 50% employer match about $52,751 at 4% or $35,167 at 6%; with 100% employer match about $39,563 at 4% or $26,375 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 27 | $1,101,896 | $85,456 | $3,165iApproximate average salary by contribution assumption: employee only about $79,126 at 4% or $52,751 at 6%; with 50% employer match about $52,751 at 4% or $35,167 at 6%; with 100% employer match about $39,563 at 4% or $26,375 at 6%. |
| 2018 | 1 | 54 | $1,069,771 | $93,473 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,637 at 4% or $14,425 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 54 | $1,069,771 | $93,473 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,637 at 4% or $14,425 at 6%. |
| 2017 | 1 | 59 | $1,139,015 | $87,087 | $1,476iApproximate average salary by contribution assumption: employee only about $36,901 at 4% or $24,601 at 6%; with 50% employer match about $24,601 at 4% or $16,401 at 6%; with 100% employer match about $18,451 at 4% or $12,300 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 59 | $1,139,015 | $87,087 | $1,476iApproximate average salary by contribution assumption: employee only about $36,901 at 4% or $24,601 at 6%; with 50% employer match about $24,601 at 4% or $16,401 at 6%; with 100% employer match about $18,451 at 4% or $12,300 at 6%. |
| 2016 | 1 | 17 | $388,337 | $91,579 | $5,387iApproximate average salary by contribution assumption: employee only about $134,675 at 4% or $89,783 at 6%; with 50% employer match about $89,783 at 4% or $59,856 at 6%; with 100% employer match about $67,338 at 4% or $44,892 at 6%. |
| Malhotra Group 401(K) Plan and Trust | - | 17 | $388,337 | $91,579 | $5,387iApproximate average salary by contribution assumption: employee only about $134,675 at 4% or $89,783 at 6%; with 50% employer match about $89,783 at 4% or $59,856 at 6%; with 100% employer match about $67,338 at 4% or $44,892 at 6%. |