Saligrama Bhat, M.D., P.A.
Plan context: SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST
EIN 59-2569181 • Port Charlotte, FL • 37 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$4,605,793
2023 Contributions
$185,089
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 0 | $0 | $0 | - |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2022 | 2 | 10 | $4,605,793 | $185,089 | $18,509iApproximate average salary by contribution assumption: employee only about $462,723 at 4% or $308,482 at 6%; with 50% employer match about $308,482 at 4% or $205,654 at 6%; with 100% employer match about $231,361 at 4% or $154,241 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 7 | $3,030,866 | $185,089 | $26,441iApproximate average salary by contribution assumption: employee only about $661,032 at 4% or $440,688 at 6%; with 50% employer match about $440,688 at 4% or $293,792 at 6%; with 100% employer match about $330,516 at 4% or $220,344 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 10 | $1,574,927 | $0 | - |
| 2021 | 2 | 10 | $5,036,104 | $105,527 | $10,553iApproximate average salary by contribution assumption: employee only about $263,818 at 4% or $175,878 at 6%; with 50% employer match about $175,878 at 4% or $117,252 at 6%; with 100% employer match about $131,909 at 4% or $87,939 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 7 | $3,229,096 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 10 | $1,807,008 | $105,527 | $10,553iApproximate average salary by contribution assumption: employee only about $263,818 at 4% or $175,878 at 6%; with 50% employer match about $175,878 at 4% or $117,252 at 6%; with 100% employer match about $131,909 at 4% or $87,939 at 6%. |
| 2020 | 2 | 10 | $4,499,211 | $395,077 | $39,508iApproximate average salary by contribution assumption: employee only about $987,692 at 4% or $658,462 at 6%; with 50% employer match about $658,462 at 4% or $438,974 at 6%; with 100% employer match about $493,846 at 4% or $329,231 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 7 | $2,984,563 | $317,223 | $45,318iApproximate average salary by contribution assumption: employee only about $1,132,939 at 4% or $755,293 at 6%; with 50% employer match about $755,293 at 4% or $503,529 at 6%; with 100% employer match about $566,470 at 4% or $377,646 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 10 | $1,514,648 | $77,854 | $7,785iApproximate average salary by contribution assumption: employee only about $194,635 at 4% or $129,757 at 6%; with 50% employer match about $129,757 at 4% or $86,504 at 6%; with 100% employer match about $97,318 at 4% or $64,878 at 6%. |
| 2019 | 2 | 10 | $3,966,894 | $249,539 | $24,954iApproximate average salary by contribution assumption: employee only about $623,848 at 4% or $415,898 at 6%; with 50% employer match about $415,898 at 4% or $277,266 at 6%; with 100% employer match about $311,924 at 4% or $207,949 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 7 | $2,636,660 | $175,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 10 | $1,330,234 | $74,539 | $7,454iApproximate average salary by contribution assumption: employee only about $186,348 at 4% or $124,232 at 6%; with 50% employer match about $124,232 at 4% or $82,821 at 6%; with 100% employer match about $93,174 at 4% or $62,116 at 6%. |
| 2018 | 2 | 9 | $3,118,100 | $94,528 | $10,503iApproximate average salary by contribution assumption: employee only about $262,578 at 4% or $175,052 at 6%; with 50% employer match about $175,052 at 4% or $116,701 at 6%; with 100% employer match about $131,289 at 4% or $87,526 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 6 | $2,039,141 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 9 | $1,078,959 | $94,528 | $10,503iApproximate average salary by contribution assumption: employee only about $262,578 at 4% or $175,052 at 6%; with 50% employer match about $175,052 at 4% or $116,701 at 6%; with 100% employer match about $131,289 at 4% or $87,526 at 6%. |
| 2017 | 2 | 10 | $3,294,750 | $89,929 | $8,993iApproximate average salary by contribution assumption: employee only about $224,823 at 4% or $149,882 at 6%; with 50% employer match about $149,882 at 4% or $99,921 at 6%; with 100% employer match about $112,411 at 4% or $74,941 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 6 | $2,214,200 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 10 | $1,080,550 | $89,929 | $8,993iApproximate average salary by contribution assumption: employee only about $224,823 at 4% or $149,882 at 6%; with 50% employer match about $149,882 at 4% or $99,921 at 6%; with 100% employer match about $112,411 at 4% or $74,941 at 6%. |
| 2016 | 2 | 6 | $2,913,074 | $543,683 | $90,614iApproximate average salary by contribution assumption: employee only about $2,265,346 at 4% or $1,510,231 at 6%; with 50% employer match about $1,510,231 at 4% or $1,006,820 at 6%; with 100% employer match about $1,132,673 at 4% or $755,115 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $2,045,305 | $500,000 | $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%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 6 | $867,769 | $43,683 | $7,281iApproximate average salary by contribution assumption: employee only about $182,013 at 4% or $121,342 at 6%; with 50% employer match about $121,342 at 4% or $80,894 at 6%; with 100% employer match about $91,006 at 4% or $60,671 at 6%. |
| 2015 | 2 | 8 | $2,334,530 | $216,762 | $27,095iApproximate average salary by contribution assumption: employee only about $677,381 at 4% or $451,588 at 6%; with 50% employer match about $451,588 at 4% or $301,058 at 6%; with 100% employer match about $338,691 at 4% or $225,794 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $1,527,666 | $147,000 | $29,400iApproximate average salary by contribution assumption: employee only about $735,000 at 4% or $490,000 at 6%; with 50% employer match about $490,000 at 4% or $326,667 at 6%; with 100% employer match about $367,500 at 4% or $245,000 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 8 | $806,864 | $69,762 | $8,720iApproximate average salary by contribution assumption: employee only about $218,006 at 4% or $145,338 at 6%; with 50% employer match about $145,338 at 4% or $96,892 at 6%; with 100% employer match about $109,003 at 4% or $72,669 at 6%. |
| 2014 | 2 | 6 | $2,116,231 | $207,420 | $34,570iApproximate average salary by contribution assumption: employee only about $864,250 at 4% or $576,167 at 6%; with 50% employer match about $576,167 at 4% or $384,111 at 6%; with 100% employer match about $432,125 at 4% or $288,083 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $1,351,083 | $140,000 | $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%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 6 | $765,148 | $67,420 | $11,237iApproximate average salary by contribution assumption: employee only about $280,917 at 4% or $187,278 at 6%; with 50% employer match about $187,278 at 4% or $124,852 at 6%; with 100% employer match about $140,458 at 4% or $93,639 at 6%. |
| 2013 | 2 | 6 | $1,811,662 | $205,651 | $34,275iApproximate average salary by contribution assumption: employee only about $856,879 at 4% or $571,253 at 6%; with 50% employer match about $571,253 at 4% or $380,835 at 6%; with 100% employer match about $428,440 at 4% or $285,626 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $1,157,021 | $140,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 6 | $654,641 | $65,651 | $10,942iApproximate average salary by contribution assumption: employee only about $273,546 at 4% or $182,364 at 6%; with 50% employer match about $182,364 at 4% or $121,576 at 6%; with 100% employer match about $136,773 at 4% or $91,182 at 6%. |
| 2012 | 2 | 7 | $1,549,363 | $290,304 | $41,472iApproximate average salary by contribution assumption: employee only about $1,036,800 at 4% or $691,200 at 6%; with 50% employer match about $691,200 at 4% or $460,800 at 6%; with 100% employer match about $518,400 at 4% or $345,600 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 6 | $995,415 | $226,985 | $37,831iApproximate average salary by contribution assumption: employee only about $945,771 at 4% or $630,514 at 6%; with 50% employer match about $630,514 at 4% or $420,343 at 6%; with 100% employer match about $472,885 at 4% or $315,257 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 7 | $553,948 | $63,319 | $9,046iApproximate average salary by contribution assumption: employee only about $226,139 at 4% or $150,760 at 6%; with 50% employer match about $150,760 at 4% or $100,506 at 6%; with 100% employer match about $113,070 at 4% or $75,380 at 6%. |
| 2011 | 3 | 5 | $3,873,031 | $773,870 | $154,774iApproximate average salary by contribution assumption: employee only about $3,869,350 at 4% or $2,579,567 at 6%; with 50% employer match about $2,579,567 at 4% or $1,719,711 at 6%; with 100% employer match about $1,934,675 at 4% or $1,289,783 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 5 | $2,331,019 | $27,428 | $5,486iApproximate average salary by contribution assumption: employee only about $137,140 at 4% or $91,427 at 6%; with 50% employer match about $91,427 at 4% or $60,951 at 6%; with 100% employer match about $68,570 at 4% or $45,713 at 6%. |
| SALIGRAMA BHAT, MD, PA, CASH BALANCE PENSION PLAN & TRUST | - | 5 | $776,343 | $378,558 | $75,712iApproximate average salary by contribution assumption: employee only about $1,892,790 at 4% or $1,261,860 at 6%; with 50% employer match about $1,261,860 at 4% or $841,240 at 6%; with 100% employer match about $946,395 at 4% or $630,930 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $765,669 | $367,884 | $73,577iApproximate average salary by contribution assumption: employee only about $1,839,420 at 4% or $1,226,280 at 6%; with 50% employer match about $1,226,280 at 4% or $817,520 at 6%; with 100% employer match about $919,710 at 4% or $613,140 at 6%. |
| 2010 | 3 | 4 | $3,045,175 | $309,567 | $77,392iApproximate average salary by contribution assumption: employee only about $1,934,794 at 4% or $1,289,863 at 6%; with 50% employer match about $1,289,863 at 4% or $859,908 at 6%; with 100% employer match about $967,397 at 4% or $644,931 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 4 | $2,256,409 | $23,937 | $5,984iApproximate average salary by contribution assumption: employee only about $149,606 at 4% or $99,738 at 6%; with 50% employer match about $99,738 at 4% or $66,492 at 6%; with 100% employer match about $74,803 at 4% or $49,869 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN & TRUST | - | 4 | $394,509 | $142,815 | $35,704iApproximate average salary by contribution assumption: employee only about $892,594 at 4% or $595,063 at 6%; with 50% employer match about $595,063 at 4% or $396,708 at 6%; with 100% employer match about $446,297 at 4% or $297,531 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $394,257 | $142,815 | $35,704iApproximate average salary by contribution assumption: employee only about $892,594 at 4% or $595,063 at 6%; with 50% employer match about $595,063 at 4% or $396,708 at 6%; with 100% employer match about $446,297 at 4% or $297,531 at 6%. |
| 2009 | 3 | 5 | $2,505,029 | $288,066 | $57,613iApproximate average salary by contribution assumption: employee only about $1,440,330 at 4% or $960,220 at 6%; with 50% employer match about $960,220 at 4% or $640,147 at 6%; with 100% employer match about $720,165 at 4% or $480,110 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 2 | $2,005,135 | $30,318 | $15,159iApproximate average salary by contribution assumption: employee only about $378,975 at 4% or $252,650 at 6%; with 50% employer match about $252,650 at 4% or $168,433 at 6%; with 100% employer match about $189,488 at 4% or $126,325 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN & TRUST | - | 4 | $250,073 | $129,000 | $32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%. |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $249,821 | $128,748 | $25,750iApproximate average salary by contribution assumption: employee only about $643,740 at 4% or $429,160 at 6%; with 50% employer match about $429,160 at 4% or $286,107 at 6%; with 100% employer match about $321,870 at 4% or $214,580 at 6%. |
| 2008 | 2 | 4 | $0 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 1 | - | - | - |
| SALIGRAMA BHAT, MD, PA CASH BALANCE PENSION PLAN & TRUST | - | 4 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 3 | - | - | - |
| 2006 | 1 | 4 | $1,910,139 | $21,000 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| Saligrama Bhat, M.D., P.A. 401K Plan & Trust | - | 4 | $1,910,139 | $21,000 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |