Civic Intelligence

Kalpathy V. Venkatesan, M.D. Inc.

Plan context: Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan

EIN 27-2175308 • Porterville, CA • 18 filings • 2 plans

365 Pearson Drive, Suite 5Porterville, CA 93257
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$143,377

2020 Contributions

$6,000

Historical Graphs

Total Assets Over Time

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

$171,435$85,718$0201220162020YearValue
$143,377Latest year 2020

Participants Over Time

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

630201220162020YearValue
6Latest year 2020

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
202026$143,377$0-
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-1$115,840$0-
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$27,537$0-
201926$152,523$0-
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-6$124,240$0-
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$28,283$0-
201826$156,081$6,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-6$130,240$6,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$25,841$0-
201726$158,899$11,988$1,998iApproximate average salary by contribution assumption: employee only about $49,950 at 4% or $33,300 at 6%; with 50% employer match about $33,300 at 4% or $22,200 at 6%; with 100% employer match about $24,975 at 4% or $16,650 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-5$132,130$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$26,769$1,988$331iApproximate average salary by contribution assumption: employee only about $8,283 at 4% or $5,522 at 6%; with 50% employer match about $5,522 at 4% or $3,681 at 6%; with 100% employer match about $4,142 at 4% or $2,761 at 6%.
201626$158,376$32,711$5,452iApproximate average salary by contribution assumption: employee only about $136,296 at 4% or $90,864 at 6%; with 50% employer match about $90,864 at 4% or $60,576 at 6%; with 100% employer match about $68,148 at 4% or $45,432 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-5$135,916$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$22,460$2,711$452iApproximate average salary by contribution assumption: employee only about $11,296 at 4% or $7,531 at 6%; with 50% employer match about $7,531 at 4% or $5,020 at 6%; with 100% employer match about $5,648 at 4% or $3,765 at 6%.
201526$171,435$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-5$152,572$6,411$1,282iApproximate average salary by contribution assumption: employee only about $32,055 at 4% or $21,370 at 6%; with 50% employer match about $21,370 at 4% or $14,247 at 6%; with 100% employer match about $16,028 at 4% or $10,685 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$18,863$3,589$598iApproximate average salary by contribution assumption: employee only about $14,954 at 4% or $9,969 at 6%; with 50% employer match about $9,969 at 4% or $6,646 at 6%; with 100% employer match about $7,477 at 4% or $4,985 at 6%.
201426$171,366$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-6$154,816$24,586$4,098iApproximate average salary by contribution assumption: employee only about $102,442 at 4% or $68,294 at 6%; with 50% employer match about $68,294 at 4% or $45,530 at 6%; with 100% employer match about $51,221 at 4% or $34,147 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-6$16,550$5,414$902iApproximate average salary by contribution assumption: employee only about $22,558 at 4% or $15,039 at 6%; with 50% employer match about $15,039 at 4% or $10,026 at 6%; with 100% employer match about $11,279 at 4% or $7,519 at 6%.
201323$138,730$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-3$127,782$44,855$14,952iApproximate average salary by contribution assumption: employee only about $373,792 at 4% or $249,194 at 6%; with 50% employer match about $249,194 at 4% or $166,130 at 6%; with 100% employer match about $186,896 at 4% or $124,597 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-3$10,948$5,145$1,715iApproximate average salary by contribution assumption: employee only about $42,875 at 4% or $28,583 at 6%; with 50% employer match about $28,583 at 4% or $19,056 at 6%; with 100% employer match about $21,438 at 4% or $14,292 at 6%.
201223$85,556$85,556$28,519iApproximate average salary by contribution assumption: employee only about $712,967 at 4% or $475,311 at 6%; with 50% employer match about $475,311 at 4% or $316,874 at 6%; with 100% employer match about $356,483 at 4% or $237,656 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Cash Balance Plan-3$80,000$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Kalpathy V. Venkatesan, M.D. Inc. Profit Sharing Plan-3$5,556$5,556$1,852iApproximate average salary by contribution assumption: employee only about $46,300 at 4% or $30,867 at 6%; with 50% employer match about $30,867 at 4% or $20,578 at 6%; with 100% employer match about $23,150 at 4% or $15,433 at 6%.