Civic Intelligence

Mehta & Associates Inc.

Plan context: Mehta & Associates Inc. Profit Sharing Plan & Trust

EIN 59-2827930 • Winter Park, FL • 26 filings • 6 plans

One Purlieu Place, Suite 100 SuiteWinter Park, FL 32792
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$5,815,101

2024 Contributions

$807,540

Historical Graphs

Total Assets Over Time

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

$5,815,101$2,907,551$0199920142024YearValue
$5,815,101Latest year 2024

Participants Over Time

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

59300199920122024YearValue
54Latest 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
2024154$5,815,101$807,540$14,954iApproximate average salary by contribution assumption: employee only about $373,861 at 4% or $249,241 at 6%; with 50% employer match about $249,241 at 4% or $166,160 at 6%; with 100% employer match about $186,931 at 4% or $124,620 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-54$5,815,101$807,540$14,954iApproximate average salary by contribution assumption: employee only about $373,861 at 4% or $249,241 at 6%; with 50% employer match about $249,241 at 4% or $166,160 at 6%; with 100% employer match about $186,931 at 4% or $124,620 at 6%.
2023159$5,419,414$718,040$12,170iApproximate average salary by contribution assumption: employee only about $304,254 at 4% or $202,836 at 6%; with 50% employer match about $202,836 at 4% or $135,224 at 6%; with 100% employer match about $152,127 at 4% or $101,418 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-59$5,419,414$718,040$12,170iApproximate average salary by contribution assumption: employee only about $304,254 at 4% or $202,836 at 6%; with 50% employer match about $202,836 at 4% or $135,224 at 6%; with 100% employer match about $152,127 at 4% or $101,418 at 6%.
2022153$4,899,550$802,253$15,137iApproximate average salary by contribution assumption: employee only about $378,421 at 4% or $252,281 at 6%; with 50% employer match about $252,281 at 4% or $168,187 at 6%; with 100% employer match about $189,211 at 4% or $126,140 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-53$4,899,550$802,253$15,137iApproximate average salary by contribution assumption: employee only about $378,421 at 4% or $252,281 at 6%; with 50% employer match about $252,281 at 4% or $168,187 at 6%; with 100% employer match about $189,211 at 4% or $126,140 at 6%.
2021155$5,223,332$698,217$12,695iApproximate average salary by contribution assumption: employee only about $317,371 at 4% or $211,581 at 6%; with 50% employer match about $211,581 at 4% or $141,054 at 6%; with 100% employer match about $158,686 at 4% or $105,790 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-55$5,223,332$698,217$12,695iApproximate average salary by contribution assumption: employee only about $317,371 at 4% or $211,581 at 6%; with 50% employer match about $211,581 at 4% or $141,054 at 6%; with 100% employer match about $158,686 at 4% or $105,790 at 6%.
2020158$4,153,136$962,327$16,592iApproximate average salary by contribution assumption: employee only about $414,796 at 4% or $276,531 at 6%; with 50% employer match about $276,531 at 4% or $184,354 at 6%; with 100% employer match about $207,398 at 4% or $138,265 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-58$4,153,136$962,327$16,592iApproximate average salary by contribution assumption: employee only about $414,796 at 4% or $276,531 at 6%; with 50% employer match about $276,531 at 4% or $184,354 at 6%; with 100% employer match about $207,398 at 4% or $138,265 at 6%.
2019154$2,947,604$632,538$11,714iApproximate average salary by contribution assumption: employee only about $292,842 at 4% or $195,228 at 6%; with 50% employer match about $195,228 at 4% or $130,152 at 6%; with 100% employer match about $146,421 at 4% or $97,614 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-54$2,947,604$632,538$11,714iApproximate average salary by contribution assumption: employee only about $292,842 at 4% or $195,228 at 6%; with 50% employer match about $195,228 at 4% or $130,152 at 6%; with 100% employer match about $146,421 at 4% or $97,614 at 6%.
2018153$2,449,608$620,184$11,702iApproximate average salary by contribution assumption: employee only about $292,540 at 4% or $195,026 at 6%; with 50% employer match about $195,026 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,513 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-53$2,449,608$620,184$11,702iApproximate average salary by contribution assumption: employee only about $292,540 at 4% or $195,026 at 6%; with 50% employer match about $195,026 at 4% or $130,018 at 6%; with 100% employer match about $146,270 at 4% or $97,513 at 6%.
2017155$2,430,460$725,671$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-55$2,430,460$725,671$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.
2016151$1,509,197$355,245$6,966iApproximate average salary by contribution assumption: employee only about $174,140 at 4% or $116,093 at 6%; with 50% employer match about $116,093 at 4% or $77,395 at 6%; with 100% employer match about $87,070 at 4% or $58,047 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-51$1,509,197$355,245$6,966iApproximate average salary by contribution assumption: employee only about $174,140 at 4% or $116,093 at 6%; with 50% employer match about $116,093 at 4% or $77,395 at 6%; with 100% employer match about $87,070 at 4% or $58,047 at 6%.
2015137$1,251,822$261,058$7,056iApproximate average salary by contribution assumption: employee only about $176,391 at 4% or $117,594 at 6%; with 50% employer match about $117,594 at 4% or $78,396 at 6%; with 100% employer match about $88,195 at 4% or $58,797 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-37$1,251,822$261,058$7,056iApproximate average salary by contribution assumption: employee only about $176,391 at 4% or $117,594 at 6%; with 50% employer match about $117,594 at 4% or $78,396 at 6%; with 100% employer match about $88,195 at 4% or $58,797 at 6%.
2014135$1,174,324$282,476$8,071iApproximate average salary by contribution assumption: employee only about $201,769 at 4% or $134,512 at 6%; with 50% employer match about $134,512 at 4% or $89,675 at 6%; with 100% employer match about $100,884 at 4% or $67,256 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-35$1,174,324$282,476$8,071iApproximate average salary by contribution assumption: employee only about $201,769 at 4% or $134,512 at 6%; with 50% employer match about $134,512 at 4% or $89,675 at 6%; with 100% employer match about $100,884 at 4% or $67,256 at 6%.
2013134$918,070$190,546$5,604iApproximate average salary by contribution assumption: employee only about $140,107 at 4% or $93,405 at 6%; with 50% employer match about $93,405 at 4% or $62,270 at 6%; with 100% employer match about $70,054 at 4% or $46,702 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-34$918,070$190,546$5,604iApproximate average salary by contribution assumption: employee only about $140,107 at 4% or $93,405 at 6%; with 50% employer match about $93,405 at 4% or $62,270 at 6%; with 100% employer match about $70,054 at 4% or $46,702 at 6%.
2012131$787,158$186,281$6,009iApproximate average salary by contribution assumption: employee only about $150,227 at 4% or $100,151 at 6%; with 50% employer match about $100,151 at 4% or $66,767 at 6%; with 100% employer match about $75,113 at 4% or $50,076 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-31$787,158$186,281$6,009iApproximate average salary by contribution assumption: employee only about $150,227 at 4% or $100,151 at 6%; with 50% employer match about $100,151 at 4% or $66,767 at 6%; with 100% employer match about $75,113 at 4% or $50,076 at 6%.
2011135$611,150$132,409$3,783iApproximate average salary by contribution assumption: employee only about $94,578 at 4% or $63,052 at 6%; with 50% employer match about $63,052 at 4% or $42,035 at 6%; with 100% employer match about $47,289 at 4% or $31,526 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-35$611,150$132,409$3,783iApproximate average salary by contribution assumption: employee only about $94,578 at 4% or $63,052 at 6%; with 50% employer match about $63,052 at 4% or $42,035 at 6%; with 100% employer match about $47,289 at 4% or $31,526 at 6%.
2010136$753,445$128,986$3,583iApproximate average salary by contribution assumption: employee only about $89,574 at 4% or $59,716 at 6%; with 50% employer match about $59,716 at 4% or $39,810 at 6%; with 100% employer match about $44,787 at 4% or $29,858 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-36$753,445$128,986$3,583iApproximate average salary by contribution assumption: employee only about $89,574 at 4% or $59,716 at 6%; with 50% employer match about $59,716 at 4% or $39,810 at 6%; with 100% employer match about $44,787 at 4% or $29,858 at 6%.
2009136$627,990$155,362$4,316iApproximate average salary by contribution assumption: employee only about $107,890 at 4% or $71,927 at 6%; with 50% employer match about $71,927 at 4% or $47,951 at 6%; with 100% employer match about $53,945 at 4% or $35,963 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-36$627,990$155,362$4,316iApproximate average salary by contribution assumption: employee only about $107,890 at 4% or $71,927 at 6%; with 50% employer match about $71,927 at 4% or $47,951 at 6%; with 100% employer match about $53,945 at 4% or $35,963 at 6%.
2008137$635,862$170,903$4,619iApproximate average salary by contribution assumption: employee only about $115,475 at 4% or $76,983 at 6%; with 50% employer match about $76,983 at 4% or $51,322 at 6%; with 100% employer match about $57,738 at 4% or $38,492 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-37$635,862$170,903$4,619iApproximate average salary by contribution assumption: employee only about $115,475 at 4% or $76,983 at 6%; with 50% employer match about $76,983 at 4% or $51,322 at 6%; with 100% employer match about $57,738 at 4% or $38,492 at 6%.
2007138$0$0-
Mehta & Associates Inc. Profit Sharing Plan & Trust-38---
2006133$547,012$114,004$3,455iApproximate average salary by contribution assumption: employee only about $86,367 at 4% or $57,578 at 6%; with 50% employer match about $57,578 at 4% or $38,385 at 6%; with 100% employer match about $43,183 at 4% or $28,789 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-33$547,012$114,004$3,455iApproximate average salary by contribution assumption: employee only about $86,367 at 4% or $57,578 at 6%; with 50% employer match about $57,578 at 4% or $38,385 at 6%; with 100% employer match about $43,183 at 4% or $28,789 at 6%.
2005124$414,982$78,897$3,287iApproximate average salary by contribution assumption: employee only about $82,184 at 4% or $54,790 at 6%; with 50% employer match about $54,790 at 4% or $36,526 at 6%; with 100% employer match about $41,092 at 4% or $27,395 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-24$414,982$78,897$3,287iApproximate average salary by contribution assumption: employee only about $82,184 at 4% or $54,790 at 6%; with 50% employer match about $54,790 at 4% or $36,526 at 6%; with 100% employer match about $41,092 at 4% or $27,395 at 6%.
2004121$417,238$78,143$3,721iApproximate average salary by contribution assumption: employee only about $93,027 at 4% or $62,018 at 6%; with 50% employer match about $62,018 at 4% or $41,346 at 6%; with 100% employer match about $46,514 at 4% or $31,009 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-21$417,238$78,143$3,721iApproximate average salary by contribution assumption: employee only about $93,027 at 4% or $62,018 at 6%; with 50% employer match about $62,018 at 4% or $41,346 at 6%; with 100% employer match about $46,514 at 4% or $31,009 at 6%.
2003131$0$0-
Mehta & Associates Inc. Profit Sharing Plan & Trust-31---
2002124$0$0-
Mehta & Associates Inc. Profit Sharing Plan & Trust-24---
2001133$0$0-
Mehta & Associates Inc. Profit Sharing Plan & Trust-33---
2000125$0$0-
Mehta & Associates Inc. Profit Sharing Plan & Trust-25---
1999133$259,982$81,033$2,456iApproximate average salary by contribution assumption: employee only about $61,389 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%.
Mehta & Associates Inc. Profit Sharing Plan & Trust-33$259,982$81,033$2,456iApproximate average salary by contribution assumption: employee only about $61,389 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%.