Civic Intelligence

UPENDRA J PATEL DDS INC

Plan context: UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN

EIN 47-1009229 • Sacramento, CA • 10 filings • 1 plans

3960 El Camino Avenue Suite 2Sacramento, CA 95821
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$551,901

2025 Contributions

$55,522

Historical Graphs

Total Assets Over Time

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

$551,901$275,951$0201620212025YearValue
$551,901Latest year 2025

Participants Over Time

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

740201620212025YearValue
5Latest year 2025

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
202515$551,901$55,522$11,104iApproximate average salary by contribution assumption: employee only about $277,610 at 4% or $185,073 at 6%; with 50% employer match about $185,073 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-5$551,901$55,522$11,104iApproximate average salary by contribution assumption: employee only about $277,610 at 4% or $185,073 at 6%; with 50% employer match about $185,073 at 4% or $123,382 at 6%; with 100% employer match about $138,805 at 4% or $92,537 at 6%.
202416$439,818$57,096$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-6$439,818$57,096$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
202316$357,954$67,150$11,192iApproximate average salary by contribution assumption: employee only about $279,792 at 4% or $186,528 at 6%; with 50% employer match about $186,528 at 4% or $124,352 at 6%; with 100% employer match about $139,896 at 4% or $93,264 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-6$357,954$67,150$11,192iApproximate average salary by contribution assumption: employee only about $279,792 at 4% or $186,528 at 6%; with 50% employer match about $186,528 at 4% or $124,352 at 6%; with 100% employer match about $139,896 at 4% or $93,264 at 6%.
202217$276,917$69,559$9,937iApproximate average salary by contribution assumption: employee only about $248,425 at 4% or $165,617 at 6%; with 50% employer match about $165,617 at 4% or $110,411 at 6%; with 100% employer match about $124,213 at 4% or $82,808 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-7$276,917$69,559$9,937iApproximate average salary by contribution assumption: employee only about $248,425 at 4% or $165,617 at 6%; with 50% employer match about $165,617 at 4% or $110,411 at 6%; with 100% employer match about $124,213 at 4% or $82,808 at 6%.
202116$261,932$64,712$10,785iApproximate average salary by contribution assumption: employee only about $269,633 at 4% or $179,756 at 6%; with 50% employer match about $179,756 at 4% or $119,837 at 6%; with 100% employer match about $134,817 at 4% or $89,878 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-6$261,932$64,712$10,785iApproximate average salary by contribution assumption: employee only about $269,633 at 4% or $179,756 at 6%; with 50% employer match about $179,756 at 4% or $119,837 at 6%; with 100% employer match about $134,817 at 4% or $89,878 at 6%.
202016$180,313$43,148$7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,856 at 6%; with 50% employer match about $119,856 at 4% or $79,904 at 6%; with 100% employer match about $89,892 at 4% or $59,928 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-6$180,313$43,148$7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,856 at 6%; with 50% employer match about $119,856 at 4% or $79,904 at 6%; with 100% employer match about $89,892 at 4% or $59,928 at 6%.
201915$224,647$41,674$8,335iApproximate average salary by contribution assumption: employee only about $208,370 at 4% or $138,913 at 6%; with 50% employer match about $138,913 at 4% or $92,609 at 6%; with 100% employer match about $104,185 at 4% or $69,457 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-5$224,647$41,674$8,335iApproximate average salary by contribution assumption: employee only about $208,370 at 4% or $138,913 at 6%; with 50% employer match about $138,913 at 4% or $92,609 at 6%; with 100% employer match about $104,185 at 4% or $69,457 at 6%.
201813$154,295$49,764$16,588iApproximate average salary by contribution assumption: employee only about $414,700 at 4% or $276,467 at 6%; with 50% employer match about $276,467 at 4% or $184,311 at 6%; with 100% employer match about $207,350 at 4% or $138,233 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-3$154,295$49,764$16,588iApproximate average salary by contribution assumption: employee only about $414,700 at 4% or $276,467 at 6%; with 50% employer match about $276,467 at 4% or $184,311 at 6%; with 100% employer match about $207,350 at 4% or $138,233 at 6%.
201713$114,828$48,670$16,223iApproximate average salary by contribution assumption: employee only about $405,583 at 4% or $270,389 at 6%; with 50% employer match about $270,389 at 4% or $180,259 at 6%; with 100% employer match about $202,792 at 4% or $135,194 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-3$114,828$48,670$16,223iApproximate average salary by contribution assumption: employee only about $405,583 at 4% or $270,389 at 6%; with 50% employer match about $270,389 at 4% or $180,259 at 6%; with 100% employer match about $202,792 at 4% or $135,194 at 6%.
201614$57,808$45,095$11,274iApproximate average salary by contribution assumption: employee only about $281,844 at 4% or $187,896 at 6%; with 50% employer match about $187,896 at 4% or $125,264 at 6%; with 100% employer match about $140,922 at 4% or $93,948 at 6%.
UPENDRA J PATEL DDS INC 401K PROFIT SHARING PLAN-4$57,808$45,095$11,274iApproximate average salary by contribution assumption: employee only about $281,844 at 4% or $187,896 at 6%; with 50% employer match about $187,896 at 4% or $125,264 at 6%; with 100% employer match about $140,922 at 4% or $93,948 at 6%.