Civic Intelligence

Daksha Mehta, M.D., S.C.

Plan context: DAKSHA MEHTA M.D. CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 36-3651550 • Rowland Heights, CA • 29 filings • 4 plans

18522 Vantage Pointe Dr.Rowland Heights, CA 91748
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,142,044

2021 Contributions

$86,500

Historical Graphs

Total Assets Over Time

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

$9,963,942$4,981,971$0199920102021YearValue
$2,142,044Latest year 2021

Participants Over Time

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

320199920102021YearValue
2Latest year 2021

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
202122$2,142,044$86,500$43,250iApproximate average salary by contribution assumption: employee only about $1,081,250 at 4% or $720,833 at 6%; with 50% employer match about $720,833 at 4% or $480,556 at 6%; with 100% employer match about $540,625 at 4% or $360,417 at 6%.
DAKSHA MEHTA M.D. CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN & TRUST-2$2,142,044$86,500$43,250iApproximate average salary by contribution assumption: employee only about $1,081,250 at 4% or $720,833 at 6%; with 50% employer match about $720,833 at 4% or $480,556 at 6%; with 100% employer match about $540,625 at 4% or $360,417 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-0$0$0-
201912$9,963,942$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$9,963,942$0-
201822$9,223,749$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$7,986,487$0-
Daksha Mehta, M.D., S.C. Money Purchase Plan-1$1,237,262--
201712$8,420,375$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$8,420,375$0-
201612$7,323,564$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$7,323,564$0-
201512$6,880,149$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$6,880,149--
201412$6,766,995$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$6,766,995--
201313$6,060,342$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$6,060,342--
201213$4,707,099$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$4,707,099--
201113$4,257,056$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$4,257,056--
201011$4,166,441$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-1$4,166,441--
200911$3,736,099$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-1$3,736,099--
200811$2,916,918$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-1$2,916,918--
200710$4,274,217$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-0$4,274,217--
200611$0$0-
Daksha Mehta, M.D., S.C. Pension Plan and Trust-1---
200513$3,349,780$286,206$95,402iApproximate average salary by contribution assumption: employee only about $2,385,050 at 4% or $1,590,033 at 6%; with 50% employer match about $1,590,033 at 4% or $1,060,022 at 6%; with 100% employer match about $1,192,525 at 4% or $795,017 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$3,349,780$286,206$95,402iApproximate average salary by contribution assumption: employee only about $2,385,050 at 4% or $1,590,033 at 6%; with 50% employer match about $1,590,033 at 4% or $1,060,022 at 6%; with 100% employer match about $1,192,525 at 4% or $795,017 at 6%.
200413$2,914,084$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$2,914,084$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200321$2,629,849$330,569$330,569iApproximate average salary by contribution assumption: employee only about $8,264,225 at 4% or $5,509,483 at 6%; with 50% employer match about $5,509,483 at 4% or $3,672,989 at 6%; with 100% employer match about $4,132,113 at 4% or $2,754,742 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-0$2,405,676$290,569-
Daksha Mehta, M.D., S.C. Money Purchase Plan-1$224,173$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200221$1,746,503$301,000$301,000iApproximate average salary by contribution assumption: employee only about $7,525,000 at 4% or $5,016,667 at 6%; with 50% employer match about $5,016,667 at 4% or $3,344,444 at 6%; with 100% employer match about $3,762,500 at 4% or $2,508,333 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-0$1,605,615$261,000-
Daksha Mehta, M.D., S.C. Money Purchase Plan-1$140,888$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200123$2,337,768$235,000$78,333iApproximate average salary by contribution assumption: employee only about $1,958,333 at 4% or $1,305,556 at 6%; with 50% employer match about $1,305,556 at 4% or $870,370 at 6%; with 100% employer match about $979,167 at 4% or $652,778 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-3$2,188,738$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Daksha Mehta, M.D., S.C. Money Purchase Plan-1$149,030$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200023$132,362$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Daksha Mehta, M.D., S.C. Money Purchase Plan-3$132,362$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2---
199923$2,483,639$213,831$71,277iApproximate average salary by contribution assumption: employee only about $1,781,925 at 4% or $1,187,950 at 6%; with 50% employer match about $1,187,950 at 4% or $791,967 at 6%; with 100% employer match about $890,963 at 4% or $593,975 at 6%.
Daksha Mehta, M.D., S.C. Pension Plan and Trust-2$2,393,937$183,831$91,916iApproximate average salary by contribution assumption: employee only about $2,297,888 at 4% or $1,531,925 at 6%; with 50% employer match about $1,531,925 at 4% or $1,021,283 at 6%; with 100% employer match about $1,148,944 at 4% or $765,963 at 6%.
Daksha Mehta, M.D., S.C. Money Purchase Plan-3$89,702$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.