Civic Intelligence

Umakant K Patel

Plan context: Umakant K Patel Retirement Plan

EIN 31-1219310 • Cincinnati, OH • 21 filings • 5 plans

7021 Beech Hollow DrCincinnati, OH 45236-1470
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$2,807,097

2022 Contributions

$32,297

Historical Graphs

Total Assets Over Time

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

$3,197,434$1,598,717$0199920102022YearValue
$2,807,097Latest year 2022

Participants Over Time

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

320199920112022YearValue
2Latest year 2022

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
202212$2,807,097$0-
Umakant K Patel Retirement Plan-2$2,807,097$0-
201912$3,197,434$32,297$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
Umakant K Patel Retirement Plan-2$3,197,434$32,297$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
201812$1,857,531$32,011$16,006iApproximate average salary by contribution assumption: employee only about $400,138 at 4% or $266,758 at 6%; with 50% employer match about $266,758 at 4% or $177,839 at 6%; with 100% employer match about $200,069 at 4% or $133,379 at 6%.
Umakant K Patel Retirement Plan-2$1,857,531$32,011$16,006iApproximate average salary by contribution assumption: employee only about $400,138 at 4% or $266,758 at 6%; with 50% employer match about $266,758 at 4% or $177,839 at 6%; with 100% employer match about $200,069 at 4% or $133,379 at 6%.
201712$2,297,353$49,675$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,958 at 6%; with 50% employer match about $413,958 at 4% or $275,972 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
Umakant K Patel Retirement Plan-2$2,297,353$49,675$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,958 at 6%; with 50% employer match about $413,958 at 4% or $275,972 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
201612$1,800,518$56,047$28,024iApproximate average salary by contribution assumption: employee only about $700,588 at 4% or $467,058 at 6%; with 50% employer match about $467,058 at 4% or $311,372 at 6%; with 100% employer match about $350,294 at 4% or $233,529 at 6%.
Umakant K Patel Retirement Plan-2$1,800,518$56,047$28,024iApproximate average salary by contribution assumption: employee only about $700,588 at 4% or $467,058 at 6%; with 50% employer match about $467,058 at 4% or $311,372 at 6%; with 100% employer match about $350,294 at 4% or $233,529 at 6%.
201513$1,825,451$61,482$20,494iApproximate average salary by contribution assumption: employee only about $512,350 at 4% or $341,567 at 6%; with 50% employer match about $341,567 at 4% or $227,711 at 6%; with 100% employer match about $256,175 at 4% or $170,783 at 6%.
Umakant K Patel Retirement Plan-3$1,825,451$61,482$20,494iApproximate average salary by contribution assumption: employee only about $512,350 at 4% or $341,567 at 6%; with 50% employer match about $341,567 at 4% or $227,711 at 6%; with 100% employer match about $256,175 at 4% or $170,783 at 6%.
201413$1,778,621$47,377$15,792iApproximate average salary by contribution assumption: employee only about $394,808 at 4% or $263,206 at 6%; with 50% employer match about $263,206 at 4% or $175,470 at 6%; with 100% employer match about $197,404 at 4% or $131,603 at 6%.
Umakant K Patel Retirement Plan-3$1,778,621$47,377$15,792iApproximate average salary by contribution assumption: employee only about $394,808 at 4% or $263,206 at 6%; with 50% employer match about $263,206 at 4% or $175,470 at 6%; with 100% employer match about $197,404 at 4% or $131,603 at 6%.
201313$1,745,261$47,128$15,709iApproximate average salary by contribution assumption: employee only about $392,733 at 4% or $261,822 at 6%; with 50% employer match about $261,822 at 4% or $174,548 at 6%; with 100% employer match about $196,367 at 4% or $130,911 at 6%.
Umakant K Patel Retirement Plan-3$1,745,261$47,128$15,709iApproximate average salary by contribution assumption: employee only about $392,733 at 4% or $261,822 at 6%; with 50% employer match about $261,822 at 4% or $174,548 at 6%; with 100% employer match about $196,367 at 4% or $130,911 at 6%.
201213$1,438,953$39,634$13,211iApproximate average salary by contribution assumption: employee only about $330,283 at 4% or $220,189 at 6%; with 50% employer match about $220,189 at 4% or $146,793 at 6%; with 100% employer match about $165,142 at 4% or $110,094 at 6%.
Umakant K Patel Retirement Plan-3$1,438,953$39,634$13,211iApproximate average salary by contribution assumption: employee only about $330,283 at 4% or $220,189 at 6%; with 50% employer match about $220,189 at 4% or $146,793 at 6%; with 100% employer match about $165,142 at 4% or $110,094 at 6%.
201113$1,176,743$51,539$17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%.
Umakant K Patel Retirement Plan-3$1,176,743$51,539$17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%.
201013$124,931$51,539$17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%.
Umakant K Patel Retirement Plan-3$124,931$51,539$17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%.
200913$1,047,573$34,537$11,512iApproximate average salary by contribution assumption: employee only about $287,808 at 4% or $191,872 at 6%; with 50% employer match about $191,872 at 4% or $127,915 at 6%; with 100% employer match about $143,904 at 4% or $95,936 at 6%.
Umakant K Patel Retirement Plan-3$1,047,573$34,537$11,512iApproximate average salary by contribution assumption: employee only about $287,808 at 4% or $191,872 at 6%; with 50% employer match about $191,872 at 4% or $127,915 at 6%; with 100% employer match about $143,904 at 4% or $95,936 at 6%.
200813$74,221$15,063$5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%.
Umakant K Patel Retirement Plan-3$74,221$15,063$5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%.
200713$1,182,778$15,061$5,020iApproximate average salary by contribution assumption: employee only about $125,508 at 4% or $83,672 at 6%; with 50% employer match about $83,672 at 4% or $55,781 at 6%; with 100% employer match about $62,754 at 4% or $41,836 at 6%.
Umakant K Patel Retirement Plan-3$1,182,778$15,061$5,020iApproximate average salary by contribution assumption: employee only about $125,508 at 4% or $83,672 at 6%; with 50% employer match about $83,672 at 4% or $55,781 at 6%; with 100% employer match about $62,754 at 4% or $41,836 at 6%.
200610$1,056,783$16,749-
Umakant K Patel Retirement Plan-0$1,056,783$16,749-
200513$909,230$23,138$7,713iApproximate average salary by contribution assumption: employee only about $192,817 at 4% or $128,544 at 6%; with 50% employer match about $128,544 at 4% or $85,696 at 6%; with 100% employer match about $96,408 at 4% or $64,272 at 6%.
Umakant K Patel Retirement Plan-3$909,230$23,138$7,713iApproximate average salary by contribution assumption: employee only about $192,817 at 4% or $128,544 at 6%; with 50% employer match about $128,544 at 4% or $85,696 at 6%; with 100% employer match about $96,408 at 4% or $64,272 at 6%.
200413$830,104$44,749$14,916iApproximate average salary by contribution assumption: employee only about $372,908 at 4% or $248,606 at 6%; with 50% employer match about $248,606 at 4% or $165,737 at 6%; with 100% employer match about $186,454 at 4% or $124,303 at 6%.
Umakant K Patel Retirement Plan-3$830,104$44,749$14,916iApproximate average salary by contribution assumption: employee only about $372,908 at 4% or $248,606 at 6%; with 50% employer match about $248,606 at 4% or $165,737 at 6%; with 100% employer match about $186,454 at 4% or $124,303 at 6%.
200313$614,132$43,999$14,666iApproximate average salary by contribution assumption: employee only about $366,658 at 4% or $244,439 at 6%; with 50% employer match about $244,439 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%.
Umakant K Patel Retirement Plan-3$614,132$43,999$14,666iApproximate average salary by contribution assumption: employee only about $366,658 at 4% or $244,439 at 6%; with 50% employer match about $244,439 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%.
200213$402,523$33,999$11,333iApproximate average salary by contribution assumption: employee only about $283,325 at 4% or $188,883 at 6%; with 50% employer match about $188,883 at 4% or $125,922 at 6%; with 100% employer match about $141,663 at 4% or $94,442 at 6%.
Umakant K Patel Retirement Plan-3$402,523$33,999$11,333iApproximate average salary by contribution assumption: employee only about $283,325 at 4% or $188,883 at 6%; with 50% employer match about $188,883 at 4% or $125,922 at 6%; with 100% employer match about $141,663 at 4% or $94,442 at 6%.
200113$528,337$33,982$11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,789 at 6%; with 50% employer match about $188,789 at 4% or $125,859 at 6%; with 100% employer match about $141,592 at 4% or $94,394 at 6%.
Umakant K Patel Retirement Plan-3$528,337$33,982$11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,789 at 6%; with 50% employer match about $188,789 at 4% or $125,859 at 6%; with 100% employer match about $141,592 at 4% or $94,394 at 6%.
199913$743,539$33,655$11,218iApproximate average salary by contribution assumption: employee only about $280,458 at 4% or $186,972 at 6%; with 50% employer match about $186,972 at 4% or $124,648 at 6%; with 100% employer match about $140,229 at 4% or $93,486 at 6%.
Umakant K Patel Retirement Plan-3$743,539$33,655$11,218iApproximate average salary by contribution assumption: employee only about $280,458 at 4% or $186,972 at 6%; with 50% employer match about $186,972 at 4% or $124,648 at 6%; with 100% employer match about $140,229 at 4% or $93,486 at 6%.