Civic Intelligence

Mahendra B. Shah, CPA

Plan context: Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan

EIN 33-0411301 • Tustin, CA • 15 filings • 4 plans

1450 N Tustin Ave # 227Tustin, CA 92705
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$3,076,154

2012 Contributions

$31,000

Historical Graphs

Total Assets Over Time

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

$3,677,312$1,838,656$0199920062012YearValue
$3,076,154Latest year 2012

Participants Over Time

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

320199920062012YearValue
2Latest year 2012

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
201212$3,076,154$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-2$3,076,154$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201113$3,677,312$115,500$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-3$3,677,312$115,500$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
201013$3,652,906$133,637$44,546iApproximate average salary by contribution assumption: employee only about $1,113,642 at 4% or $742,428 at 6%; with 50% employer match about $742,428 at 4% or $494,952 at 6%; with 100% employer match about $556,821 at 4% or $371,214 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-3$3,652,906$133,637$44,546iApproximate average salary by contribution assumption: employee only about $1,113,642 at 4% or $742,428 at 6%; with 50% employer match about $742,428 at 4% or $494,952 at 6%; with 100% employer match about $556,821 at 4% or $371,214 at 6%.
200913$3,427,386$137,700$45,900iApproximate average salary by contribution assumption: employee only about $1,147,500 at 4% or $765,000 at 6%; with 50% employer match about $765,000 at 4% or $510,000 at 6%; with 100% employer match about $573,750 at 4% or $382,500 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-3$3,427,386$137,700$45,900iApproximate average salary by contribution assumption: employee only about $1,147,500 at 4% or $765,000 at 6%; with 50% employer match about $765,000 at 4% or $510,000 at 6%; with 100% employer match about $573,750 at 4% or $382,500 at 6%.
200813$3,064,403$139,000$46,333iApproximate average salary by contribution assumption: employee only about $1,158,333 at 4% or $772,222 at 6%; with 50% employer match about $772,222 at 4% or $514,815 at 6%; with 100% employer match about $579,167 at 4% or $386,111 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-3$3,064,403$139,000$46,333iApproximate average salary by contribution assumption: employee only about $1,158,333 at 4% or $772,222 at 6%; with 50% employer match about $772,222 at 4% or $514,815 at 6%; with 100% employer match about $579,167 at 4% or $386,111 at 6%.
200723$3,092,278$2,923,221$974,407iApproximate average salary by contribution assumption: employee only about $24,360,175 at 4% or $16,240,117 at 6%; with 50% employer match about $16,240,117 at 4% or $10,826,744 at 6%; with 100% employer match about $12,180,088 at 4% or $8,120,058 at 6%.
Mahendra B. Shah, CPA, 401(K) Profit Sharing Plan-3$3,092,278$2,923,221$974,407iApproximate average salary by contribution assumption: employee only about $24,360,175 at 4% or $16,240,117 at 6%; with 50% employer match about $16,240,117 at 4% or $10,826,744 at 6%; with 100% employer match about $12,180,088 at 4% or $8,120,058 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-0---
200613$2,747,727$323,138$107,713iApproximate average salary by contribution assumption: employee only about $2,692,817 at 4% or $1,795,211 at 6%; with 50% employer match about $1,795,211 at 4% or $1,196,807 at 6%; with 100% employer match about $1,346,408 at 4% or $897,606 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$2,747,727$323,138$107,713iApproximate average salary by contribution assumption: employee only about $2,692,817 at 4% or $1,795,211 at 6%; with 50% employer match about $1,795,211 at 4% or $1,196,807 at 6%; with 100% employer match about $1,346,408 at 4% or $897,606 at 6%.
200513$2,256,954$305,360$101,787iApproximate average salary by contribution assumption: employee only about $2,544,667 at 4% or $1,696,444 at 6%; with 50% employer match about $1,696,444 at 4% or $1,130,963 at 6%; with 100% employer match about $1,272,333 at 4% or $848,222 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$2,256,954$305,360$101,787iApproximate average salary by contribution assumption: employee only about $2,544,667 at 4% or $1,696,444 at 6%; with 50% employer match about $1,696,444 at 4% or $1,130,963 at 6%; with 100% employer match about $1,272,333 at 4% or $848,222 at 6%.
200413$1,895,216$262,147$87,382iApproximate average salary by contribution assumption: employee only about $2,184,558 at 4% or $1,456,372 at 6%; with 50% employer match about $1,456,372 at 4% or $970,915 at 6%; with 100% employer match about $1,092,279 at 4% or $728,186 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$1,895,216$262,147$87,382iApproximate average salary by contribution assumption: employee only about $2,184,558 at 4% or $1,456,372 at 6%; with 50% employer match about $1,456,372 at 4% or $970,915 at 6%; with 100% employer match about $1,092,279 at 4% or $728,186 at 6%.
200313$1,539,520$281,266$93,755iApproximate average salary by contribution assumption: employee only about $2,343,883 at 4% or $1,562,589 at 6%; with 50% employer match about $1,562,589 at 4% or $1,041,726 at 6%; with 100% employer match about $1,171,942 at 4% or $781,294 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$1,539,520$281,266$93,755iApproximate average salary by contribution assumption: employee only about $2,343,883 at 4% or $1,562,589 at 6%; with 50% employer match about $1,562,589 at 4% or $1,041,726 at 6%; with 100% employer match about $1,171,942 at 4% or $781,294 at 6%.
200213$1,185,279$237,457$79,152iApproximate average salary by contribution assumption: employee only about $1,978,808 at 4% or $1,319,206 at 6%; with 50% employer match about $1,319,206 at 4% or $879,470 at 6%; with 100% employer match about $989,404 at 4% or $659,603 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$1,185,279$237,457$79,152iApproximate average salary by contribution assumption: employee only about $1,978,808 at 4% or $1,319,206 at 6%; with 50% employer match about $1,319,206 at 4% or $879,470 at 6%; with 100% employer match about $989,404 at 4% or $659,603 at 6%.
200113$0$0-
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3---
200013$734,134$144,934$48,311iApproximate average salary by contribution assumption: employee only about $1,207,783 at 4% or $805,189 at 6%; with 50% employer match about $805,189 at 4% or $536,793 at 6%; with 100% employer match about $603,892 at 4% or $402,594 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$734,134$144,934$48,311iApproximate average salary by contribution assumption: employee only about $1,207,783 at 4% or $805,189 at 6%; with 50% employer match about $805,189 at 4% or $536,793 at 6%; with 100% employer match about $603,892 at 4% or $402,594 at 6%.
199913$590,353$157,908$52,636iApproximate average salary by contribution assumption: employee only about $1,315,900 at 4% or $877,267 at 6%; with 50% employer match about $877,267 at 4% or $584,844 at 6%; with 100% employer match about $657,950 at 4% or $438,633 at 6%.
Mahendra B. Shah, CPA Defined Benefit Pension Plan & Trust-3$590,353$157,908$52,636iApproximate average salary by contribution assumption: employee only about $1,315,900 at 4% or $877,267 at 6%; with 50% employer match about $877,267 at 4% or $584,844 at 6%; with 100% employer match about $657,950 at 4% or $438,633 at 6%.