Civic Intelligence

Anita Patel M.D. P.A.

Plan context: Anita Patel M.D. P.A. Cash Balance Pension Plan

EIN 27-4808935 • Thonotosassa, FL • 22 filings • 7 plans

10517 Broadland PassThonotosassa, FL 33592
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$3,079,841

2024 Contributions

$173,566

Historical Graphs

Total Assets Over Time

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

$3,079,841$1,539,921$0201520202024YearValue
$3,079,841Latest year 2024

Participants Over Time

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

30150201520202024YearValue
30Latest 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
2024230$3,079,841$173,566$5,786iApproximate average salary by contribution assumption: employee only about $144,638 at 4% or $96,426 at 6%; with 50% employer match about $96,426 at 4% or $64,284 at 6%; with 100% employer match about $72,319 at 4% or $48,213 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-8$2,905,556$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-30$174,285$23,566$786iApproximate average salary by contribution assumption: employee only about $19,638 at 4% or $13,092 at 6%; with 50% employer match about $13,092 at 4% or $8,728 at 6%; with 100% employer match about $9,819 at 4% or $6,546 at 6%.
2023228$2,455,247$292,966$10,463iApproximate average salary by contribution assumption: employee only about $261,577 at 4% or $174,385 at 6%; with 50% employer match about $174,385 at 4% or $116,256 at 6%; with 100% employer match about $130,788 at 4% or $87,192 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-10$2,335,892$260,610$26,061iApproximate average salary by contribution assumption: employee only about $651,525 at 4% or $434,350 at 6%; with 50% employer match about $434,350 at 4% or $289,567 at 6%; with 100% employer match about $325,763 at 4% or $217,175 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-28$119,355$32,356$1,156iApproximate average salary by contribution assumption: employee only about $28,889 at 4% or $19,260 at 6%; with 50% employer match about $19,260 at 4% or $12,840 at 6%; with 100% employer match about $14,445 at 4% or $9,630 at 6%.
2022420$2,365,499$250,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-7$2,077,505$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-20$95,998--
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-20$95,998--
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-20$95,998--
2021226$1,944,264$246,508$9,481iApproximate average salary by contribution assumption: employee only about $237,027 at 4% or $158,018 at 6%; with 50% employer match about $158,018 at 4% or $105,345 at 6%; with 100% employer match about $118,513 at 4% or $79,009 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-10$1,809,065$225,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-26$135,199$21,508$827iApproximate average salary by contribution assumption: employee only about $20,681 at 4% or $13,787 at 6%; with 50% employer match about $13,787 at 4% or $9,191 at 6%; with 100% employer match about $10,340 at 4% or $6,894 at 6%.
2020224$1,523,999$219,235$9,135iApproximate average salary by contribution assumption: employee only about $228,370 at 4% or $152,247 at 6%; with 50% employer match about $152,247 at 4% or $101,498 at 6%; with 100% employer match about $114,185 at 4% or $76,123 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-10$1,415,418$200,000$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%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-24$108,581$19,235$801iApproximate average salary by contribution assumption: employee only about $20,036 at 4% or $13,358 at 6%; with 50% employer match about $13,358 at 4% or $8,905 at 6%; with 100% employer match about $10,018 at 4% or $6,679 at 6%.
2019222$1,288,872$274,001$12,455iApproximate average salary by contribution assumption: employee only about $311,365 at 4% or $207,577 at 6%; with 50% employer match about $207,577 at 4% or $138,384 at 6%; with 100% employer match about $155,682 at 4% or $103,788 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-9$1,205,701$250,000$27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-22$83,171$24,001$1,091iApproximate average salary by contribution assumption: employee only about $27,274 at 4% or $18,183 at 6%; with 50% employer match about $18,183 at 4% or $12,122 at 6%; with 100% employer match about $13,637 at 4% or $9,091 at 6%.
2018222$992,814$254,945$11,588iApproximate average salary by contribution assumption: employee only about $289,710 at 4% or $193,140 at 6%; with 50% employer match about $193,140 at 4% or $128,760 at 6%; with 100% employer match about $144,855 at 4% or $96,570 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-8$938,292$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-22$54,522$4,945$225iApproximate average salary by contribution assumption: employee only about $5,619 at 4% or $3,746 at 6%; with 50% employer match about $3,746 at 4% or $2,497 at 6%; with 100% employer match about $2,810 at 4% or $1,873 at 6%.
2017222$723,275$248,886$11,313iApproximate average salary by contribution assumption: employee only about $282,825 at 4% or $188,550 at 6%; with 50% employer match about $188,550 at 4% or $125,700 at 6%; with 100% employer match about $141,413 at 4% or $94,275 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-8$670,843$227,000$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-22$52,432$21,886$995iApproximate average salary by contribution assumption: employee only about $24,870 at 4% or $16,580 at 6%; with 50% employer match about $16,580 at 4% or $11,054 at 6%; with 100% employer match about $12,435 at 4% or $8,290 at 6%.
2016216$456,631$211,601$13,225iApproximate average salary by contribution assumption: employee only about $330,627 at 4% or $220,418 at 6%; with 50% employer match about $220,418 at 4% or $146,945 at 6%; with 100% employer match about $165,313 at 4% or $110,209 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-7$427,530$189,746$27,107iApproximate average salary by contribution assumption: employee only about $677,664 at 4% or $451,776 at 6%; with 50% employer match about $451,776 at 4% or $301,184 at 6%; with 100% employer match about $338,832 at 4% or $225,888 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-16$29,101$21,855$1,366iApproximate average salary by contribution assumption: employee only about $34,148 at 4% or $22,766 at 6%; with 50% employer match about $22,766 at 4% or $15,177 at 6%; with 100% employer match about $17,074 at 4% or $11,383 at 6%.
201525$242,418$242,418$48,484iApproximate average salary by contribution assumption: employee only about $1,212,090 at 4% or $808,060 at 6%; with 50% employer match about $808,060 at 4% or $538,707 at 6%; with 100% employer match about $606,045 at 4% or $404,030 at 6%.
Anita Patel M.D. P.A. Cash Balance Pension Plan-4$235,131$235,131$58,783iApproximate average salary by contribution assumption: employee only about $1,469,569 at 4% or $979,713 at 6%; with 50% employer match about $979,713 at 4% or $653,142 at 6%; with 100% employer match about $734,784 at 4% or $489,856 at 6%.
Anita Patel, MD, Pa 401(K) Profit Sharing Plan-5$7,287$7,287$1,457iApproximate average salary by contribution assumption: employee only about $36,435 at 4% or $24,290 at 6%; with 50% employer match about $24,290 at 4% or $16,193 at 6%; with 100% employer match about $18,218 at 4% or $12,145 at 6%.