Shrish B. Patel, M.D. Inc.
Plan context: SHIRISH B. PATEL M.D., INC. PROFIT SHARING PLAN
EIN 33-0190346 • Lakewood, CA • 37 filings • 10 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$14,097,866
2021 Contributions
$13,848,724
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $0 | - |
| SHIRISH B. PATEL M.D., INC. PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| SHIRISH B. PATEL, MD, INC. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2020 | 3 | 3 | $14,097,866 | $13,848,724 | $4,616,241iApproximate average salary by contribution assumption: employee only about $115,406,033 at 4% or $76,937,356 at 6%; with 50% employer match about $76,937,356 at 4% or $51,291,570 at 6%; with 100% employer match about $57,703,017 at 4% or $38,468,678 at 6%. |
| SHIRISH B. PATEL M.D., INC. PROFIT SHARING PLAN | - | 3 | $13,891,194 | $13,642,052 | $4,547,351iApproximate average salary by contribution assumption: employee only about $113,683,767 at 4% or $75,789,178 at 6%; with 50% employer match about $75,789,178 at 4% or $50,526,119 at 6%; with 100% employer match about $56,841,883 at 4% or $37,894,589 at 6%. |
| SHIRISH B. PATEL, MD, INC. CASH BALANCE PLAN | - | 3 | $206,672 | $206,672 | $68,891iApproximate average salary by contribution assumption: employee only about $1,722,267 at 4% or $1,148,178 at 6%; with 50% employer match about $1,148,178 at 4% or $765,452 at 6%; with 100% employer match about $861,133 at 4% or $574,089 at 6%. |
| SHIRISH B PATEL MD INC DEFINED BENEFIT PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2019 | 2 | 3 | $10,117,887 | $164,198 | $54,733iApproximate average salary by contribution assumption: employee only about $1,368,317 at 4% or $912,211 at 6%; with 50% employer match about $912,211 at 4% or $608,141 at 6%; with 100% employer match about $684,158 at 4% or $456,106 at 6%. |
| SHIRISH B PATEL MD INC DEFINED BENEFIT PLAN AND TRUST | - | 3 | $9,930,138 | $115,000 | $38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%. |
| SHIRISH B. PATEL M.D., INC. PROFIT SHARING PLAN | - | 3 | $187,749 | $49,198 | $16,399iApproximate average salary by contribution assumption: employee only about $409,983 at 4% or $273,322 at 6%; with 50% employer match about $273,322 at 4% or $182,215 at 6%; with 100% employer match about $204,992 at 4% or $136,661 at 6%. |
| 2018 | 2 | 3 | $6,956,080 | $197,000 | $65,667iApproximate average salary by contribution assumption: employee only about $1,641,667 at 4% or $1,094,444 at 6%; with 50% employer match about $1,094,444 at 4% or $729,630 at 6%; with 100% employer match about $820,833 at 4% or $547,222 at 6%. |
| SHIRISH B PATEL MD INC DEFINED BENEFIT PLAN AND TRUST | - | 3 | $6,843,383 | $136,873 | $45,624iApproximate average salary by contribution assumption: employee only about $1,140,608 at 4% or $760,406 at 6%; with 50% employer match about $760,406 at 4% or $506,937 at 6%; with 100% employer match about $570,304 at 4% or $380,203 at 6%. |
| SHIRISH B PATEL MD INC PROFIT SHARING PLAN | - | 3 | $112,697 | $60,127 | $20,042iApproximate average salary by contribution assumption: employee only about $501,058 at 4% or $334,039 at 6%; with 50% employer match about $334,039 at 4% or $222,693 at 6%; with 100% employer match about $250,529 at 4% or $167,019 at 6%. |
| 2017 | 2 | 3 | $7,150,291 | $250,001 | $83,334iApproximate average salary by contribution assumption: employee only about $2,083,342 at 4% or $1,388,894 at 6%; with 50% employer match about $1,388,894 at 4% or $925,930 at 6%; with 100% employer match about $1,041,671 at 4% or $694,447 at 6%. |
| SHIRISH B. PATEL, MD, INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $7,092,297 | $192,007 | $64,002iApproximate average salary by contribution assumption: employee only about $1,600,058 at 4% or $1,066,706 at 6%; with 50% employer match about $1,066,706 at 4% or $711,137 at 6%; with 100% employer match about $800,029 at 4% or $533,353 at 6%. |
| SHIRISH B. PATEL M.D., INC. PROFIT SHARING PLAN | - | 3 | $57,994 | $57,994 | $19,331iApproximate average salary by contribution assumption: employee only about $483,283 at 4% or $322,189 at 6%; with 50% employer match about $322,189 at 4% or $214,793 at 6%; with 100% employer match about $241,642 at 4% or $161,094 at 6%. |
| 2016 | 1 | 2 | $5,536,066 | $410,000 | $205,000iApproximate average salary by contribution assumption: employee only about $5,125,000 at 4% or $3,416,667 at 6%; with 50% employer match about $3,416,667 at 4% or $2,277,778 at 6%; with 100% employer match about $2,562,500 at 4% or $1,708,333 at 6%. |
| SHIRISH B. PATEL, MD, INC. DEFINED BENEFIT PLAN AND TRUST | - | 2 | $5,536,066 | $410,000 | $205,000iApproximate average salary by contribution assumption: employee only about $5,125,000 at 4% or $3,416,667 at 6%; with 50% employer match about $3,416,667 at 4% or $2,277,778 at 6%; with 100% employer match about $2,562,500 at 4% or $1,708,333 at 6%. |
| 2015 | 1 | 2 | $4,536,391 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| SHIRISH B. PATEL, MD, INC. DEFINED BENEFIT PLAN AND TRUST | - | 2 | $4,536,391 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| 2014 | 1 | 4 | $4,449,432 | $115,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| SHIRISH B. PATEL, MD, INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $4,449,432 | $115,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| 2013 | 1 | 4 | $3,900,397 | $107,000 | $26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $3,900,397 | $107,000 | $26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%. |
| 2012 | 1 | 3 | $3,152,793 | $244,000 | $81,333iApproximate average salary by contribution assumption: employee only about $2,033,333 at 4% or $1,355,556 at 6%; with 50% employer match about $1,355,556 at 4% or $903,704 at 6%; with 100% employer match about $1,016,667 at 4% or $677,778 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $3,152,793 | $244,000 | $81,333iApproximate average salary by contribution assumption: employee only about $2,033,333 at 4% or $1,355,556 at 6%; with 50% employer match about $1,355,556 at 4% or $903,704 at 6%; with 100% employer match about $1,016,667 at 4% or $677,778 at 6%. |
| 2011 | 1 | 3 | $2,466,749 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $2,466,749 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2010 | 1 | 4 | $2,405,148 | $165,363 | $41,341iApproximate average salary by contribution assumption: employee only about $1,033,519 at 4% or $689,013 at 6%; with 50% employer match about $689,013 at 4% or $459,342 at 6%; with 100% employer match about $516,759 at 4% or $344,506 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $2,405,148 | $165,363 | $41,341iApproximate average salary by contribution assumption: employee only about $1,033,519 at 4% or $689,013 at 6%; with 50% employer match about $689,013 at 4% or $459,342 at 6%; with 100% employer match about $516,759 at 4% or $344,506 at 6%. |
| 2009 | 1 | 4 | $1,968,192 | $167,768 | $41,942iApproximate average salary by contribution assumption: employee only about $1,048,550 at 4% or $699,033 at 6%; with 50% employer match about $699,033 at 4% or $466,022 at 6%; with 100% employer match about $524,275 at 4% or $349,517 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $1,968,192 | $167,768 | $41,942iApproximate average salary by contribution assumption: employee only about $1,048,550 at 4% or $699,033 at 6%; with 50% employer match about $699,033 at 4% or $466,022 at 6%; with 100% employer match about $524,275 at 4% or $349,517 at 6%. |
| 2008 | 1 | 3 | $1,219,085 | $149,568 | $49,856iApproximate average salary by contribution assumption: employee only about $1,246,400 at 4% or $830,933 at 6%; with 50% employer match about $830,933 at 4% or $553,956 at 6%; with 100% employer match about $623,200 at 4% or $415,467 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $1,219,085 | $149,568 | $49,856iApproximate average salary by contribution assumption: employee only about $1,246,400 at 4% or $830,933 at 6%; with 50% employer match about $830,933 at 4% or $553,956 at 6%; with 100% employer match about $623,200 at 4% or $415,467 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,517,058 | $114,380 | $38,127iApproximate average salary by contribution assumption: employee only about $953,167 at 4% or $635,444 at 6%; with 50% employer match about $635,444 at 4% or $423,630 at 6%; with 100% employer match about $476,583 at 4% or $317,722 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $1,517,058 | $114,380 | $38,127iApproximate average salary by contribution assumption: employee only about $953,167 at 4% or $635,444 at 6%; with 50% employer match about $635,444 at 4% or $423,630 at 6%; with 100% employer match about $476,583 at 4% or $317,722 at 6%. |
| 2005 | 3 | 4 | $1,358,811 | $138,506 | $34,627iApproximate average salary by contribution assumption: employee only about $865,663 at 4% or $577,108 at 6%; with 50% employer match about $577,108 at 4% or $384,739 at 6%; with 100% employer match about $432,831 at 4% or $288,554 at 6%. |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $1,358,811 | $138,506 | $34,627iApproximate average salary by contribution assumption: employee only about $865,663 at 4% or $577,108 at 6%; with 50% employer match about $577,108 at 4% or $384,739 at 6%; with 100% employer match about $432,831 at 4% or $288,554 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 0 | - | - | - |
| Shirish B. Patel, M.D. Inc. Money Purchase Plan & Trust | - | 0 | - | - | - |
| 2004 | 3 | 3 | $1,197,977 | $157,014 | $52,338iApproximate average salary by contribution assumption: employee only about $1,308,450 at 4% or $872,300 at 6%; with 50% employer match about $872,300 at 4% or $581,533 at 6%; with 100% employer match about $654,225 at 4% or $436,150 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 3 | $565,057 | - | - |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 3 | $331,655 | $157,014 | $52,338iApproximate average salary by contribution assumption: employee only about $1,308,450 at 4% or $872,300 at 6%; with 50% employer match about $872,300 at 4% or $581,533 at 6%; with 100% employer match about $654,225 at 4% or $436,150 at 6%. |
| Shirish B. Patel, M.D. Inc. Money Purchase Plan & Trust | - | 3 | $301,265 | - | - |
| 2003 | 2 | 4 | $653,252 | $157,547 | $39,387iApproximate average salary by contribution assumption: employee only about $984,669 at 4% or $656,446 at 6%; with 50% employer match about $656,446 at 4% or $437,631 at 6%; with 100% employer match about $492,334 at 4% or $328,223 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 4 | $495,705 | - | - |
| SHIRISH B. PATEL, M.D., INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | $157,547 | $157,547 | $39,387iApproximate average salary by contribution assumption: employee only about $984,669 at 4% or $656,446 at 6%; with 50% employer match about $656,446 at 4% or $437,631 at 6%; with 100% employer match about $492,334 at 4% or $328,223 at 6%. |
| 2002 | 1 | 4 | $406,629 | $42,781 | $10,695iApproximate average salary by contribution assumption: employee only about $267,381 at 4% or $178,254 at 6%; with 50% employer match about $178,254 at 4% or $118,836 at 6%; with 100% employer match about $133,691 at 4% or $89,127 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 4 | $406,629 | $42,781 | $10,695iApproximate average salary by contribution assumption: employee only about $267,381 at 4% or $178,254 at 6%; with 50% employer match about $178,254 at 4% or $118,836 at 6%; with 100% employer match about $133,691 at 4% or $89,127 at 6%. |
| 2001 | 2 | 5 | $0 | $0 | - |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| Shirish B. Patel, M.D. Inc. Money Purchase Plan & Trust | - | 5 | - | - | - |
| 2000 | 2 | 4 | $1,100,587 | $42,725 | $10,681iApproximate average salary by contribution assumption: employee only about $267,031 at 4% or $178,021 at 6%; with 50% employer match about $178,021 at 4% or $118,681 at 6%; with 100% employer match about $133,516 at 4% or $89,010 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 4 | $693,197 | $18,515 | $4,629iApproximate average salary by contribution assumption: employee only about $115,719 at 4% or $77,146 at 6%; with 50% employer match about $77,146 at 4% or $51,431 at 6%; with 100% employer match about $57,859 at 4% or $38,573 at 6%. |
| Shirish B. Patel, M.D. Inc. Money Purchase Plan & Trust | - | 4 | $407,390 | $24,210 | $6,053iApproximate average salary by contribution assumption: employee only about $151,313 at 4% or $100,875 at 6%; with 50% employer match about $100,875 at 4% or $67,250 at 6%; with 100% employer match about $75,656 at 4% or $50,438 at 6%. |
| 1999 | 2 | 5 | $1,711,925 | $47,028 | $9,406iApproximate average salary by contribution assumption: employee only about $235,140 at 4% or $156,760 at 6%; with 50% employer match about $156,760 at 4% or $104,507 at 6%; with 100% employer match about $117,570 at 4% or $78,380 at 6%. |
| Shirish B. Patel, M.D. Inc. Profit Sharing Plan & Trust | - | 5 | $1,076,999 | $23,514 | $4,703iApproximate average salary by contribution assumption: employee only about $117,570 at 4% or $78,380 at 6%; with 50% employer match about $78,380 at 4% or $52,253 at 6%; with 100% employer match about $58,785 at 4% or $39,190 at 6%. |
| Shirish B. Patel, M.D. Inc. Money Purchase Plan & Trust | - | 5 | $634,926 | $23,514 | $4,703iApproximate average salary by contribution assumption: employee only about $117,570 at 4% or $78,380 at 6%; with 50% employer match about $78,380 at 4% or $52,253 at 6%; with 100% employer match about $58,785 at 4% or $39,190 at 6%. |