Civic Intelligence

Patel, Greene & Associates LLC

Plan context: Patel, Greene & Associates LLC 401(K) Plan

EIN 45-2209743 • Temple Terrace, FL • 13 filings • 4 plans

12570 Telecom DriveTemple Terrace, FL 33637
Current Snapshot

Latest Year

2024

2024 Participants

154

2024 Assets

$12,442,886

2024 Contributions

$1,926,347

Historical Graphs

Total Assets Over Time

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

$12,442,886$6,221,443$0201420192024YearValue
$12,442,886Latest year 2024

Participants Over Time

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

154770201420192024YearValue
154Latest year 2024

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
20243154$12,442,886$1,926,347$12,509iApproximate average salary by contribution assumption: employee only about $312,719 at 4% or $208,479 at 6%; with 50% employer match about $208,479 at 4% or $138,986 at 6%; with 100% employer match about $156,359 at 4% or $104,240 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-154$12,442,886$1,926,347$12,509iApproximate average salary by contribution assumption: employee only about $312,719 at 4% or $208,479 at 6%; with 50% employer match about $208,479 at 4% or $138,986 at 6%; with 100% employer match about $156,359 at 4% or $104,240 at 6%.
Patel, Greene & Associates LLC Health, Dental and Vision Benefit Plan-116---
Patel, Greene & Associates LLC Life and Disability Benefit Plan-146---
20231133$9,188,985$1,448,887$10,894iApproximate average salary by contribution assumption: employee only about $272,347 at 4% or $181,565 at 6%; with 50% employer match about $181,565 at 4% or $121,043 at 6%; with 100% employer match about $136,174 at 4% or $90,782 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-133$9,188,985$1,448,887$10,894iApproximate average salary by contribution assumption: employee only about $272,347 at 4% or $181,565 at 6%; with 50% employer match about $181,565 at 4% or $121,043 at 6%; with 100% employer match about $136,174 at 4% or $90,782 at 6%.
20221109$6,736,357$1,246,751$11,438iApproximate average salary by contribution assumption: employee only about $285,952 at 4% or $190,635 at 6%; with 50% employer match about $190,635 at 4% or $127,090 at 6%; with 100% employer match about $142,976 at 4% or $95,317 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-109$6,736,357$1,246,751$11,438iApproximate average salary by contribution assumption: employee only about $285,952 at 4% or $190,635 at 6%; with 50% employer match about $190,635 at 4% or $127,090 at 6%; with 100% employer match about $142,976 at 4% or $95,317 at 6%.
2021182$6,833,024$961,755$11,729iApproximate average salary by contribution assumption: employee only about $293,218 at 4% or $195,479 at 6%; with 50% employer match about $195,479 at 4% or $130,319 at 6%; with 100% employer match about $146,609 at 4% or $97,739 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-82$6,833,024$961,755$11,729iApproximate average salary by contribution assumption: employee only about $293,218 at 4% or $195,479 at 6%; with 50% employer match about $195,479 at 4% or $130,319 at 6%; with 100% employer match about $146,609 at 4% or $97,739 at 6%.
2020179$5,296,236$1,261,823$15,972iApproximate average salary by contribution assumption: employee only about $399,311 at 4% or $266,207 at 6%; with 50% employer match about $266,207 at 4% or $177,472 at 6%; with 100% employer match about $199,656 at 4% or $133,104 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-79$5,296,236$1,261,823$15,972iApproximate average salary by contribution assumption: employee only about $399,311 at 4% or $266,207 at 6%; with 50% employer match about $266,207 at 4% or $177,472 at 6%; with 100% employer match about $199,656 at 4% or $133,104 at 6%.
2019174$3,718,831$1,630,667$22,036iApproximate average salary by contribution assumption: employee only about $550,901 at 4% or $367,267 at 6%; with 50% employer match about $367,267 at 4% or $244,845 at 6%; with 100% employer match about $275,451 at 4% or $183,634 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-74$3,718,831$1,630,667$22,036iApproximate average salary by contribution assumption: employee only about $550,901 at 4% or $367,267 at 6%; with 50% employer match about $367,267 at 4% or $244,845 at 6%; with 100% employer match about $275,451 at 4% or $183,634 at 6%.
2018151$1,621,728$541,575$10,619iApproximate average salary by contribution assumption: employee only about $265,478 at 4% or $176,985 at 6%; with 50% employer match about $176,985 at 4% or $117,990 at 6%; with 100% employer match about $132,739 at 4% or $88,493 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-51$1,621,728$541,575$10,619iApproximate average salary by contribution assumption: employee only about $265,478 at 4% or $176,985 at 6%; with 50% employer match about $176,985 at 4% or $117,990 at 6%; with 100% employer match about $132,739 at 4% or $88,493 at 6%.
2017140$1,205,939$612,042$15,301iApproximate average salary by contribution assumption: employee only about $382,526 at 4% or $255,018 at 6%; with 50% employer match about $255,018 at 4% or $170,012 at 6%; with 100% employer match about $191,263 at 4% or $127,509 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-40$1,205,939$612,042$15,301iApproximate average salary by contribution assumption: employee only about $382,526 at 4% or $255,018 at 6%; with 50% employer match about $255,018 at 4% or $170,012 at 6%; with 100% employer match about $191,263 at 4% or $127,509 at 6%.
2016124$484,646$239,207$9,967iApproximate average salary by contribution assumption: employee only about $249,174 at 4% or $166,116 at 6%; with 50% employer match about $166,116 at 4% or $110,744 at 6%; with 100% employer match about $124,587 at 4% or $83,058 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-24$484,646$239,207$9,967iApproximate average salary by contribution assumption: employee only about $249,174 at 4% or $166,116 at 6%; with 50% employer match about $166,116 at 4% or $110,744 at 6%; with 100% employer match about $124,587 at 4% or $83,058 at 6%.
2015120$218,884$147,974$7,399iApproximate average salary by contribution assumption: employee only about $184,968 at 4% or $123,312 at 6%; with 50% employer match about $123,312 at 4% or $82,208 at 6%; with 100% employer match about $92,484 at 4% or $61,656 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-20$218,884$147,974$7,399iApproximate average salary by contribution assumption: employee only about $184,968 at 4% or $123,312 at 6%; with 50% employer match about $123,312 at 4% or $82,208 at 6%; with 100% employer match about $92,484 at 4% or $61,656 at 6%.
2014111$80,531$79,790$7,254iApproximate average salary by contribution assumption: employee only about $181,341 at 4% or $120,894 at 6%; with 50% employer match about $120,894 at 4% or $80,596 at 6%; with 100% employer match about $90,670 at 4% or $60,447 at 6%.
Patel, Greene & Associates LLC 401(K) Plan-11$80,531$79,790$7,254iApproximate average salary by contribution assumption: employee only about $181,341 at 4% or $120,894 at 6%; with 50% employer match about $120,894 at 4% or $80,596 at 6%; with 100% employer match about $90,670 at 4% or $60,447 at 6%.