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Kumar Desai, M.D. Inc.

Plan context: Kumar Desai, M.D. Inc. 401(K) Retirement Plan

EIN 45-2460577 • Thousand Oaks, CA • 18 filings • 2 plans

227 West Janss Road, Suite 315Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,818,482

2024 Contributions

$159,407

Historical Graphs

Total Assets Over Time

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

$1,818,482$909,241$0201220182024YearValue
$1,818,482Latest year 2024

Participants Over Time

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

740201220182024YearValue
6Latest 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
202426$1,818,482$159,407$26,568iApproximate average salary by contribution assumption: employee only about $664,196 at 4% or $442,797 at 6%; with 50% employer match about $442,797 at 4% or $295,198 at 6%; with 100% employer match about $332,098 at 4% or $221,399 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-6$1,234,461$41,731$6,955iApproximate average salary by contribution assumption: employee only about $173,879 at 4% or $115,919 at 6%; with 50% employer match about $115,919 at 4% or $77,280 at 6%; with 100% employer match about $86,940 at 4% or $57,960 at 6%.
KUMAR S. DESAI, M.D., INC. CASH BALANCE PLAN-5$584,021$117,676$23,535iApproximate average salary by contribution assumption: employee only about $588,380 at 4% or $392,253 at 6%; with 50% employer match about $392,253 at 4% or $261,502 at 6%; with 100% employer match about $294,190 at 4% or $196,127 at 6%.
202327$1,470,247$154,647$22,092iApproximate average salary by contribution assumption: employee only about $552,311 at 4% or $368,207 at 6%; with 50% employer match about $368,207 at 4% or $245,471 at 6%; with 100% employer match about $276,155 at 4% or $184,104 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-7$1,056,100$42,982$6,140iApproximate average salary by contribution assumption: employee only about $153,507 at 4% or $102,338 at 6%; with 50% employer match about $102,338 at 4% or $68,225 at 6%; with 100% employer match about $76,754 at 4% or $51,169 at 6%.
KUMAR S. DESAI, M.D., INC. CASH BALANCE PLAN-4$414,147$111,665$27,916iApproximate average salary by contribution assumption: employee only about $697,906 at 4% or $465,271 at 6%; with 50% employer match about $465,271 at 4% or $310,181 at 6%; with 100% employer match about $348,953 at 4% or $232,635 at 6%.
202227$1,137,106$120,210$17,173iApproximate average salary by contribution assumption: employee only about $429,321 at 4% or $286,214 at 6%; with 50% employer match about $286,214 at 4% or $190,810 at 6%; with 100% employer match about $214,661 at 4% or $143,107 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-7$870,548$39,552$5,650iApproximate average salary by contribution assumption: employee only about $141,257 at 4% or $94,171 at 6%; with 50% employer match about $94,171 at 4% or $62,781 at 6%; with 100% employer match about $70,629 at 4% or $47,086 at 6%.
KUMAR S. DESAI, M.D., INC. CASH BALANCE PLAN-2$266,558$80,658$40,329iApproximate average salary by contribution assumption: employee only about $1,008,225 at 4% or $672,150 at 6%; with 50% employer match about $672,150 at 4% or $448,100 at 6%; with 100% employer match about $504,113 at 4% or $336,075 at 6%.
202126$1,210,113$147,121$24,520iApproximate average salary by contribution assumption: employee only about $613,004 at 4% or $408,669 at 6%; with 50% employer match about $408,669 at 4% or $272,446 at 6%; with 100% employer match about $306,502 at 4% or $204,335 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-6$1,005,455$39,392$6,565iApproximate average salary by contribution assumption: employee only about $164,133 at 4% or $109,422 at 6%; with 50% employer match about $109,422 at 4% or $72,948 at 6%; with 100% employer match about $82,067 at 4% or $54,711 at 6%.
KUMAR S. DESAI, M.D., INC. CASH BALANCE PLAN-1$204,658$107,729$107,729iApproximate average salary by contribution assumption: employee only about $2,693,225 at 4% or $1,795,483 at 6%; with 50% employer match about $1,795,483 at 4% or $1,196,989 at 6%; with 100% employer match about $1,346,613 at 4% or $897,742 at 6%.
202025$905,709$130,010$26,002iApproximate average salary by contribution assumption: employee only about $650,050 at 4% or $433,367 at 6%; with 50% employer match about $433,367 at 4% or $288,911 at 6%; with 100% employer match about $325,025 at 4% or $216,683 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-5$812,336$36,637$7,327iApproximate average salary by contribution assumption: employee only about $183,185 at 4% or $122,123 at 6%; with 50% employer match about $122,123 at 4% or $81,416 at 6%; with 100% employer match about $91,593 at 4% or $61,062 at 6%.
KUMAR S. DESAI, M.D., INC. CASH BALANCE PLAN-2$93,373$93,373$46,687iApproximate average salary by contribution assumption: employee only about $1,167,163 at 4% or $778,108 at 6%; with 50% employer match about $778,108 at 4% or $518,739 at 6%; with 100% employer match about $583,581 at 4% or $389,054 at 6%.
201914$713,078$55,329$13,832iApproximate average salary by contribution assumption: employee only about $345,806 at 4% or $230,538 at 6%; with 50% employer match about $230,538 at 4% or $153,692 at 6%; with 100% employer match about $172,903 at 4% or $115,269 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-4$713,078$55,329$13,832iApproximate average salary by contribution assumption: employee only about $345,806 at 4% or $230,538 at 6%; with 50% employer match about $230,538 at 4% or $153,692 at 6%; with 100% employer match about $172,903 at 4% or $115,269 at 6%.
201815$556,627$55,515$11,103iApproximate average salary by contribution assumption: employee only about $277,575 at 4% or $185,050 at 6%; with 50% employer match about $185,050 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,525 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-5$556,627$55,515$11,103iApproximate average salary by contribution assumption: employee only about $277,575 at 4% or $185,050 at 6%; with 50% employer match about $185,050 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,525 at 6%.
201714$563,270$56,883$14,221iApproximate average salary by contribution assumption: employee only about $355,519 at 4% or $237,013 at 6%; with 50% employer match about $237,013 at 4% or $158,008 at 6%; with 100% employer match about $177,759 at 4% or $118,506 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-4$563,270$56,883$14,221iApproximate average salary by contribution assumption: employee only about $355,519 at 4% or $237,013 at 6%; with 50% employer match about $237,013 at 4% or $158,008 at 6%; with 100% employer match about $177,759 at 4% or $118,506 at 6%.
201613$439,414$57,676$19,225iApproximate average salary by contribution assumption: employee only about $480,633 at 4% or $320,422 at 6%; with 50% employer match about $320,422 at 4% or $213,615 at 6%; with 100% employer match about $240,317 at 4% or $160,211 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-3$439,414$57,676$19,225iApproximate average salary by contribution assumption: employee only about $480,633 at 4% or $320,422 at 6%; with 50% employer match about $320,422 at 4% or $213,615 at 6%; with 100% employer match about $240,317 at 4% or $160,211 at 6%.
201513$357,854$57,412$19,137iApproximate average salary by contribution assumption: employee only about $478,433 at 4% or $318,956 at 6%; with 50% employer match about $318,956 at 4% or $212,637 at 6%; with 100% employer match about $239,217 at 4% or $159,478 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-3$357,854$57,412$19,137iApproximate average salary by contribution assumption: employee only about $478,433 at 4% or $318,956 at 6%; with 50% employer match about $318,956 at 4% or $212,637 at 6%; with 100% employer match about $239,217 at 4% or $159,478 at 6%.
201413$317,189$178,617$59,539iApproximate average salary by contribution assumption: employee only about $1,488,475 at 4% or $992,317 at 6%; with 50% employer match about $992,317 at 4% or $661,544 at 6%; with 100% employer match about $744,238 at 4% or $496,158 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-3$317,189$178,617$59,539iApproximate average salary by contribution assumption: employee only about $1,488,475 at 4% or $992,317 at 6%; with 50% employer match about $992,317 at 4% or $661,544 at 6%; with 100% employer match about $744,238 at 4% or $496,158 at 6%.
201312$138,175$83,205$41,603iApproximate average salary by contribution assumption: employee only about $1,040,063 at 4% or $693,375 at 6%; with 50% employer match about $693,375 at 4% or $462,250 at 6%; with 100% employer match about $520,031 at 4% or $346,688 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-2$138,175$83,205$41,603iApproximate average salary by contribution assumption: employee only about $1,040,063 at 4% or $693,375 at 6%; with 50% employer match about $693,375 at 4% or $462,250 at 6%; with 100% employer match about $520,031 at 4% or $346,688 at 6%.
201213$47,986$46,773$15,591iApproximate average salary by contribution assumption: employee only about $389,775 at 4% or $259,850 at 6%; with 50% employer match about $259,850 at 4% or $173,233 at 6%; with 100% employer match about $194,888 at 4% or $129,925 at 6%.
Kumar Desai, M.D. Inc. 401(K) Retirement Plan-3$47,986$46,773$15,591iApproximate average salary by contribution assumption: employee only about $389,775 at 4% or $259,850 at 6%; with 50% employer match about $259,850 at 4% or $173,233 at 6%; with 100% employer match about $194,888 at 4% or $129,925 at 6%.