Civic Intelligence

R. Sonia Batra MD Inc.

Plan context: R. Sonia Batra MD Inc. Cash Balance Plan

EIN 51-0628997 • Santa Monica, CA • 23 filings • 3 plans

2216 Santa Monica BlvdSuite 101Santa Monica, CA 90404
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,401,064

2025 Contributions

$76,063

Historical Graphs

Total Assets Over Time

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

$3,401,064$1,700,532$0201220192025YearValue
$3,401,064Latest year 2025

Participants Over Time

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

1680201220192025YearValue
16Latest 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
2025216$3,401,064$76,063$4,754iApproximate average salary by contribution assumption: employee only about $118,848 at 4% or $79,232 at 6%; with 50% employer match about $79,232 at 4% or $52,822 at 6%; with 100% employer match about $59,424 at 4% or $39,616 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-9$2,273,275--
R. SONIA BATRA MD, 401K PLAN AND TRUST-16$1,127,789$76,063$4,754iApproximate average salary by contribution assumption: employee only about $118,848 at 4% or $79,232 at 6%; with 50% employer match about $79,232 at 4% or $52,822 at 6%; with 100% employer match about $59,424 at 4% or $39,616 at 6%.
2024215$2,893,418$75,655$5,044iApproximate average salary by contribution assumption: employee only about $126,092 at 4% or $84,061 at 6%; with 50% employer match about $84,061 at 4% or $56,041 at 6%; with 100% employer match about $63,046 at 4% or $42,031 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-7$1,973,219--
R. SONIA BATRA MD, 401K PLAN AND TRUST-15$920,199$75,655$5,044iApproximate average salary by contribution assumption: employee only about $126,092 at 4% or $84,061 at 6%; with 50% employer match about $84,061 at 4% or $56,041 at 6%; with 100% employer match about $63,046 at 4% or $42,031 at 6%.
2023215$2,556,727$362,241$24,149iApproximate average salary by contribution assumption: employee only about $603,735 at 4% or $402,490 at 6%; with 50% employer match about $402,490 at 4% or $268,327 at 6%; with 100% employer match about $301,868 at 4% or $201,245 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-9$1,797,038$300,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-15$759,689$62,241$4,149iApproximate average salary by contribution assumption: employee only about $103,735 at 4% or $69,157 at 6%; with 50% employer match about $69,157 at 4% or $46,104 at 6%; with 100% employer match about $51,867 at 4% or $34,578 at 6%.
2022214$1,932,722$463,932$33,138iApproximate average salary by contribution assumption: employee only about $828,450 at 4% or $552,300 at 6%; with 50% employer match about $552,300 at 4% or $368,200 at 6%; with 100% employer match about $414,225 at 4% or $276,150 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-8$1,318,077$400,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-14$614,645$63,932$4,567iApproximate average salary by contribution assumption: employee only about $114,164 at 4% or $76,110 at 6%; with 50% employer match about $76,110 at 4% or $50,740 at 6%; with 100% employer match about $57,082 at 4% or $38,055 at 6%.
2021215$1,717,269$478,579$31,905iApproximate average salary by contribution assumption: employee only about $797,632 at 4% or $531,754 at 6%; with 50% employer match about $531,754 at 4% or $354,503 at 6%; with 100% employer match about $398,816 at 4% or $265,877 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-9$1,043,120$400,000$44,444iApproximate average salary by contribution assumption: employee only about $1,111,111 at 4% or $740,741 at 6%; with 50% employer match about $740,741 at 4% or $493,827 at 6%; with 100% employer match about $555,556 at 4% or $370,370 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-15$674,149$78,579$5,239iApproximate average salary by contribution assumption: employee only about $130,965 at 4% or $87,310 at 6%; with 50% employer match about $87,310 at 4% or $58,207 at 6%; with 100% employer match about $65,483 at 4% or $43,655 at 6%.
2020211$1,104,306$181,599$16,509iApproximate average salary by contribution assumption: employee only about $412,725 at 4% or $275,150 at 6%; with 50% employer match about $275,150 at 4% or $183,433 at 6%; with 100% employer match about $206,363 at 4% or $137,575 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-7$570,797$122,230$17,461iApproximate average salary by contribution assumption: employee only about $436,536 at 4% or $291,024 at 6%; with 50% employer match about $291,024 at 4% or $194,016 at 6%; with 100% employer match about $218,268 at 4% or $145,512 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-11$533,509$59,369$5,397iApproximate average salary by contribution assumption: employee only about $134,930 at 4% or $89,953 at 6%; with 50% employer match about $89,953 at 4% or $59,969 at 6%; with 100% employer match about $67,465 at 4% or $44,977 at 6%.
201927$818,634$225,134$32,162iApproximate average salary by contribution assumption: employee only about $804,050 at 4% or $536,033 at 6%; with 50% employer match about $536,033 at 4% or $357,356 at 6%; with 100% employer match about $402,025 at 4% or $268,017 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-7$420,517$42,668$6,095iApproximate average salary by contribution assumption: employee only about $152,386 at 4% or $101,590 at 6%; with 50% employer match about $101,590 at 4% or $67,727 at 6%; with 100% employer match about $76,193 at 4% or $50,795 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-6$398,117$182,466$30,411iApproximate average salary by contribution assumption: employee only about $760,275 at 4% or $506,850 at 6%; with 50% employer match about $506,850 at 4% or $337,900 at 6%; with 100% employer match about $380,138 at 4% or $253,425 at 6%.
201826$498,468$119,759$19,960iApproximate average salary by contribution assumption: employee only about $498,996 at 4% or $332,664 at 6%; with 50% employer match about $332,664 at 4% or $221,776 at 6%; with 100% employer match about $249,498 at 4% or $166,332 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-6$313,319$36,472$6,079iApproximate average salary by contribution assumption: employee only about $151,967 at 4% or $101,311 at 6%; with 50% employer match about $101,311 at 4% or $67,541 at 6%; with 100% employer match about $75,983 at 4% or $50,656 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-6$185,149$83,287$13,881iApproximate average salary by contribution assumption: employee only about $347,029 at 4% or $231,353 at 6%; with 50% employer match about $231,353 at 4% or $154,235 at 6%; with 100% employer match about $173,515 at 4% or $115,676 at 6%.
201725$417,082$139,828$27,966iApproximate average salary by contribution assumption: employee only about $699,140 at 4% or $466,093 at 6%; with 50% employer match about $466,093 at 4% or $310,729 at 6%; with 100% employer match about $349,570 at 4% or $233,047 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-5$305,206$27,952$5,590iApproximate average salary by contribution assumption: employee only about $139,760 at 4% or $93,173 at 6%; with 50% employer match about $93,173 at 4% or $62,116 at 6%; with 100% employer match about $69,880 at 4% or $46,587 at 6%.
R. Sonia Batra MD Inc. Cash Balance Plan-3$111,876$111,876$37,292iApproximate average salary by contribution assumption: employee only about $932,300 at 4% or $621,533 at 6%; with 50% employer match about $621,533 at 4% or $414,356 at 6%; with 100% employer match about $466,150 at 4% or $310,767 at 6%.
201614$237,232$37,196$9,299iApproximate average salary by contribution assumption: employee only about $232,475 at 4% or $154,983 at 6%; with 50% employer match about $154,983 at 4% or $103,322 at 6%; with 100% employer match about $116,238 at 4% or $77,492 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-4$237,232$37,196$9,299iApproximate average salary by contribution assumption: employee only about $232,475 at 4% or $154,983 at 6%; with 50% employer match about $154,983 at 4% or $103,322 at 6%; with 100% employer match about $116,238 at 4% or $77,492 at 6%.
201514$190,475$69,994$17,499iApproximate average salary by contribution assumption: employee only about $437,463 at 4% or $291,642 at 6%; with 50% employer match about $291,642 at 4% or $194,428 at 6%; with 100% employer match about $218,731 at 4% or $145,821 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-4$190,475$69,994$17,499iApproximate average salary by contribution assumption: employee only about $437,463 at 4% or $291,642 at 6%; with 50% employer match about $291,642 at 4% or $194,428 at 6%; with 100% employer match about $218,731 at 4% or $145,821 at 6%.
201414$124,987$44,583$11,146iApproximate average salary by contribution assumption: employee only about $278,644 at 4% or $185,763 at 6%; with 50% employer match about $185,763 at 4% or $123,842 at 6%; with 100% employer match about $139,322 at 4% or $92,881 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-4$124,987$44,583$11,146iApproximate average salary by contribution assumption: employee only about $278,644 at 4% or $185,763 at 6%; with 50% employer match about $185,763 at 4% or $123,842 at 6%; with 100% employer match about $139,322 at 4% or $92,881 at 6%.
201313$77,264$36,512$12,171iApproximate average salary by contribution assumption: employee only about $304,267 at 4% or $202,844 at 6%; with 50% employer match about $202,844 at 4% or $135,230 at 6%; with 100% employer match about $152,133 at 4% or $101,422 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-3$77,264$36,512$12,171iApproximate average salary by contribution assumption: employee only about $304,267 at 4% or $202,844 at 6%; with 50% employer match about $202,844 at 4% or $135,230 at 6%; with 100% employer match about $152,133 at 4% or $101,422 at 6%.
201212$33,751$33,507$16,754iApproximate average salary by contribution assumption: employee only about $418,838 at 4% or $279,225 at 6%; with 50% employer match about $279,225 at 4% or $186,150 at 6%; with 100% employer match about $209,419 at 4% or $139,613 at 6%.
R.SONIA BATRA MD, 401K PLAN AND TRUST-2$33,751$33,507$16,754iApproximate average salary by contribution assumption: employee only about $418,838 at 4% or $279,225 at 6%; with 50% employer match about $279,225 at 4% or $186,150 at 6%; with 100% employer match about $209,419 at 4% or $139,613 at 6%.