Civic Intelligence

Yogendra B. Patel, M.D. Inc.

Plan context: YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN

EIN 33-0115950 • Riverside, CA • 49 filings • 17 plans

6901 Royal Hunt Ridge Dr.Riverside, CA 92506
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$5,794,587

2023 Contributions

$99,480

Historical Graphs

Total Assets Over Time

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

$5,794,587$2,897,294$0199920142023YearValue
$5,794,587Latest year 2023

Participants Over Time

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

1160199920112023YearValue
10Latest year 2023

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
2023210$5,794,587$99,480$9,948iApproximate average salary by contribution assumption: employee only about $248,700 at 4% or $165,800 at 6%; with 50% employer match about $165,800 at 4% or $110,533 at 6%; with 100% employer match about $124,350 at 4% or $82,900 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-5$3,476,995$93,000$18,600iApproximate average salary by contribution assumption: employee only about $465,000 at 4% or $310,000 at 6%; with 50% employer match about $310,000 at 4% or $206,667 at 6%; with 100% employer match about $232,500 at 4% or $155,000 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-10$2,317,592$6,480$648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%.
202228$4,617,502$123,219$15,402iApproximate average salary by contribution assumption: employee only about $385,059 at 4% or $256,706 at 6%; with 50% employer match about $256,706 at 4% or $171,138 at 6%; with 100% employer match about $192,530 at 4% or $128,353 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-6$2,780,675$120,000$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%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-8$1,836,827$3,219$402iApproximate average salary by contribution assumption: employee only about $10,059 at 4% or $6,706 at 6%; with 50% employer match about $6,706 at 4% or $4,471 at 6%; with 100% employer match about $5,030 at 4% or $3,353 at 6%.
2021211$4,007,283$340,000$30,909iApproximate average salary by contribution assumption: employee only about $772,727 at 4% or $515,152 at 6%; with 50% employer match about $515,152 at 4% or $343,434 at 6%; with 100% employer match about $386,364 at 4% or $257,576 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-6$2,417,760$325,284$54,214iApproximate average salary by contribution assumption: employee only about $1,355,350 at 4% or $903,567 at 6%; with 50% employer match about $903,567 at 4% or $602,378 at 6%; with 100% employer match about $677,675 at 4% or $451,783 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-11$1,589,523$14,716$1,338iApproximate average salary by contribution assumption: employee only about $33,445 at 4% or $22,297 at 6%; with 50% employer match about $22,297 at 4% or $14,865 at 6%; with 100% employer match about $16,723 at 4% or $11,148 at 6%.
2020211$4,478,666$114,198$10,382iApproximate average salary by contribution assumption: employee only about $259,541 at 4% or $173,027 at 6%; with 50% employer match about $173,027 at 4% or $115,352 at 6%; with 100% employer match about $129,770 at 4% or $86,514 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-6$2,472,994$100,000$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%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-11$2,005,672$14,198$1,291iApproximate average salary by contribution assumption: employee only about $32,268 at 4% or $21,512 at 6%; with 50% employer match about $21,512 at 4% or $14,341 at 6%; with 100% employer match about $16,134 at 4% or $10,756 at 6%.
2019210$3,433,343$134,957$13,496iApproximate average salary by contribution assumption: employee only about $337,393 at 4% or $224,928 at 6%; with 50% employer match about $224,928 at 4% or $149,952 at 6%; with 100% employer match about $168,696 at 4% or $112,464 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-6$1,900,447$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-10$1,532,896$9,957$996iApproximate average salary by contribution assumption: employee only about $24,893 at 4% or $16,595 at 6%; with 50% employer match about $16,595 at 4% or $11,063 at 6%; with 100% employer match about $12,446 at 4% or $8,298 at 6%.
2018210$3,299,152$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-7$1,734,978$285,340$40,763iApproximate average salary by contribution assumption: employee only about $1,019,071 at 4% or $679,381 at 6%; with 50% employer match about $679,381 at 4% or $452,921 at 6%; with 100% employer match about $509,536 at 4% or $339,690 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-10$1,564,174$14,660$1,466iApproximate average salary by contribution assumption: employee only about $36,650 at 4% or $24,433 at 6%; with 50% employer match about $24,433 at 4% or $16,289 at 6%; with 100% employer match about $18,325 at 4% or $12,217 at 6%.
2017210$2,934,407$314,925$31,493iApproximate average salary by contribution assumption: employee only about $787,313 at 4% or $524,875 at 6%; with 50% employer match about $524,875 at 4% or $349,917 at 6%; with 100% employer match about $393,656 at 4% or $262,438 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-10$1,524,954$14,925$1,493iApproximate average salary by contribution assumption: employee only about $37,313 at 4% or $24,875 at 6%; with 50% employer match about $24,875 at 4% or $16,583 at 6%; with 100% employer match about $18,656 at 4% or $12,438 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-7$1,409,453$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
201629$2,457,955$359,106$39,901iApproximate average salary by contribution assumption: employee only about $997,517 at 4% or $665,011 at 6%; with 50% employer match about $665,011 at 4% or $443,341 at 6%; with 100% employer match about $498,758 at 4% or $332,506 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-9$1,411,730$19,106$2,123iApproximate average salary by contribution assumption: employee only about $53,072 at 4% or $35,381 at 6%; with 50% employer match about $35,381 at 4% or $23,588 at 6%; with 100% employer match about $26,536 at 4% or $17,691 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-7$1,046,225$340,000$48,571iApproximate average salary by contribution assumption: employee only about $1,214,286 at 4% or $809,524 at 6%; with 50% employer match about $809,524 at 4% or $539,683 at 6%; with 100% employer match about $607,143 at 4% or $404,762 at 6%.
201528$1,923,867$374,390$46,799iApproximate average salary by contribution assumption: employee only about $1,169,969 at 4% or $779,979 at 6%; with 50% employer match about $779,979 at 4% or $519,986 at 6%; with 100% employer match about $584,984 at 4% or $389,990 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-8$1,280,782$6,258$782iApproximate average salary by contribution assumption: employee only about $19,556 at 4% or $13,038 at 6%; with 50% employer match about $13,038 at 4% or $8,692 at 6%; with 100% employer match about $9,778 at 4% or $6,519 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-4$643,085$368,132$92,033iApproximate average salary by contribution assumption: employee only about $2,300,825 at 4% or $1,533,883 at 6%; with 50% employer match about $1,533,883 at 4% or $1,022,589 at 6%; with 100% employer match about $1,150,413 at 4% or $766,942 at 6%.
201427$1,589,954$297,757$42,537iApproximate average salary by contribution assumption: employee only about $1,063,418 at 4% or $708,945 at 6%; with 50% employer match about $708,945 at 4% or $472,630 at 6%; with 100% employer match about $531,709 at 4% or $354,473 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-7$1,303,086$10,889$1,556iApproximate average salary by contribution assumption: employee only about $38,889 at 4% or $25,926 at 6%; with 50% employer match about $25,926 at 4% or $17,284 at 6%; with 100% employer match about $19,445 at 4% or $12,963 at 6%.
YOGENDRA B. PATEL, MD, INC. CASH BALANCE PLAN-5$286,868$286,868$57,374iApproximate average salary by contribution assumption: employee only about $1,434,340 at 4% or $956,227 at 6%; with 50% employer match about $956,227 at 4% or $637,484 at 6%; with 100% employer match about $717,170 at 4% or $478,113 at 6%.
201325$1,356,633$68,458$13,692iApproximate average salary by contribution assumption: employee only about $342,290 at 4% or $228,193 at 6%; with 50% employer match about $228,193 at 4% or $152,129 at 6%; with 100% employer match about $171,145 at 4% or $114,097 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-5$1,356,633$68,458$13,692iApproximate average salary by contribution assumption: employee only about $342,290 at 4% or $228,193 at 6%; with 50% employer match about $228,193 at 4% or $152,129 at 6%; with 100% employer match about $171,145 at 4% or $114,097 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-0---
201225$1,170,328$41,734$8,347iApproximate average salary by contribution assumption: employee only about $208,670 at 4% or $139,113 at 6%; with 50% employer match about $139,113 at 4% or $92,742 at 6%; with 100% employer match about $104,335 at 4% or $69,557 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-5$645,794--
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-5$524,534$41,734$8,347iApproximate average salary by contribution assumption: employee only about $208,670 at 4% or $139,113 at 6%; with 50% employer match about $139,113 at 4% or $92,742 at 6%; with 100% employer match about $104,335 at 4% or $69,557 at 6%.
201125$1,105,094$66,004$13,201iApproximate average salary by contribution assumption: employee only about $330,020 at 4% or $220,013 at 6%; with 50% employer match about $220,013 at 4% or $146,676 at 6%; with 100% employer match about $165,010 at 4% or $110,007 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-5$635,407$37,717$7,543iApproximate average salary by contribution assumption: employee only about $188,585 at 4% or $125,723 at 6%; with 50% employer match about $125,723 at 4% or $83,816 at 6%; with 100% employer match about $94,293 at 4% or $62,862 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-5$469,687$28,287$5,657iApproximate average salary by contribution assumption: employee only about $141,435 at 4% or $94,290 at 6%; with 50% employer match about $94,290 at 4% or $62,860 at 6%; with 100% employer match about $70,718 at 4% or $47,145 at 6%.
201014$668,614$30,557$7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,660 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-4$668,614$30,557$7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,660 at 6%.
200924$1,000,551$46,957$11,739iApproximate average salary by contribution assumption: employee only about $293,481 at 4% or $195,654 at 6%; with 50% employer match about $195,654 at 4% or $130,436 at 6%; with 100% employer match about $146,741 at 4% or $97,827 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-4$596,236$26,855$6,714iApproximate average salary by contribution assumption: employee only about $167,844 at 4% or $111,896 at 6%; with 50% employer match about $111,896 at 4% or $74,597 at 6%; with 100% employer match about $83,922 at 4% or $55,948 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-4$404,315$20,102$5,026iApproximate average salary by contribution assumption: employee only about $125,638 at 4% or $83,758 at 6%; with 50% employer match about $83,758 at 4% or $55,839 at 6%; with 100% employer match about $62,819 at 4% or $41,879 at 6%.
200824$0$0-
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-4---
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-4---
200724$0$0-
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-4---
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-4---
200624$900,778$41,745$10,436iApproximate average salary by contribution assumption: employee only about $260,906 at 4% or $173,938 at 6%; with 50% employer match about $173,938 at 4% or $115,958 at 6%; with 100% employer match about $130,453 at 4% or $86,969 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-4$548,697$23,854$5,964iApproximate average salary by contribution assumption: employee only about $149,088 at 4% or $99,392 at 6%; with 50% employer match about $99,392 at 4% or $66,261 at 6%; with 100% employer match about $74,544 at 4% or $49,696 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-4$352,081$17,891$4,473iApproximate average salary by contribution assumption: employee only about $111,819 at 4% or $74,546 at 6%; with 50% employer match about $74,546 at 4% or $49,697 at 6%; with 100% employer match about $55,909 at 4% or $37,273 at 6%.
200513$306,040$26,804$8,935iApproximate average salary by contribution assumption: employee only about $223,367 at 4% or $148,911 at 6%; with 50% employer match about $148,911 at 4% or $99,274 at 6%; with 100% employer match about $111,683 at 4% or $74,456 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-3$306,040$26,804$8,935iApproximate average salary by contribution assumption: employee only about $223,367 at 4% or $148,911 at 6%; with 50% employer match about $148,911 at 4% or $99,274 at 6%; with 100% employer match about $111,683 at 4% or $74,456 at 6%.
200423$604,638$48,299$16,100iApproximate average salary by contribution assumption: employee only about $402,492 at 4% or $268,328 at 6%; with 50% employer match about $268,328 at 4% or $178,885 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-3$346,279$25,532$8,511iApproximate average salary by contribution assumption: employee only about $212,767 at 4% or $141,844 at 6%; with 50% employer match about $141,844 at 4% or $94,563 at 6%; with 100% employer match about $106,383 at 4% or $70,922 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-3$258,359$22,767$7,589iApproximate average salary by contribution assumption: employee only about $189,725 at 4% or $126,483 at 6%; with 50% employer match about $126,483 at 4% or $84,322 at 6%; with 100% employer match about $94,863 at 4% or $63,242 at 6%.
200322$0$0-
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-2---
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2---
200222$0$0-
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2---
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-2---
200122$0$0-
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-2---
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2---
200022$0$0-
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-2---
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2---
199932$1,676,314$50,364$25,182iApproximate average salary by contribution assumption: employee only about $629,550 at 4% or $419,700 at 6%; with 50% employer match about $419,700 at 4% or $279,800 at 6%; with 100% employer match about $314,775 at 4% or $209,850 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2$610,997$15,425$7,713iApproximate average salary by contribution assumption: employee only about $192,813 at 4% or $128,542 at 6%; with 50% employer match about $128,542 at 4% or $85,694 at 6%; with 100% employer match about $96,406 at 4% or $64,271 at 6%.
Yogendra B. Patel, M.D. Inc. Employee Money Purchase Plan-2$610,997$15,425$7,713iApproximate average salary by contribution assumption: employee only about $192,813 at 4% or $128,542 at 6%; with 50% employer match about $128,542 at 4% or $85,694 at 6%; with 100% employer match about $96,406 at 4% or $64,271 at 6%.
Yogeendra B Patel M D Inc Employee Profit Sharing Plan-2$454,320$19,514$9,757iApproximate average salary by contribution assumption: employee only about $243,925 at 4% or $162,617 at 6%; with 50% employer match about $162,617 at 4% or $108,411 at 6%; with 100% employer match about $121,963 at 4% or $81,308 at 6%.