Civic Intelligence

S. K. Aggarwal, M.D., P.A.

Plan context: S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN

EIN 59-3220596 • New Port Richey, FL • 40 filings • 5 plans

5522 Trouble Creek Road, Suite 100New Port Richey, FL 34652
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,611,478

2024 Contributions

$149,773

Historical Graphs

Total Assets Over Time

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

$4,611,478$2,305,739$0199920132024YearValue
$4,611,478Latest year 2024

Participants Over Time

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

1160199920122024YearValue
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$4,611,478$149,773$24,962iApproximate average salary by contribution assumption: employee only about $624,054 at 4% or $416,036 at 6%; with 50% employer match about $416,036 at 4% or $277,357 at 6%; with 100% employer match about $312,027 at 4% or $208,018 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-5$2,864,666$135,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6$1,746,812$14,773$2,462iApproximate average salary by contribution assumption: employee only about $61,554 at 4% or $41,036 at 6%; with 50% employer match about $41,036 at 4% or $27,357 at 6%; with 100% employer match about $30,777 at 4% or $20,518 at 6%.
202326$3,884,888$274,071$45,679iApproximate average salary by contribution assumption: employee only about $1,141,963 at 4% or $761,308 at 6%; with 50% employer match about $761,308 at 4% or $507,539 at 6%; with 100% employer match about $570,981 at 4% or $380,654 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-5$2,390,215$247,000$49,400iApproximate average salary by contribution assumption: employee only about $1,235,000 at 4% or $823,333 at 6%; with 50% employer match about $823,333 at 4% or $548,889 at 6%; with 100% employer match about $617,500 at 4% or $411,667 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6$1,494,673$27,071$4,512iApproximate average salary by contribution assumption: employee only about $112,796 at 4% or $75,197 at 6%; with 50% employer match about $75,197 at 4% or $50,131 at 6%; with 100% employer match about $56,398 at 4% or $37,599 at 6%.
2022210$3,016,366$257,975$25,798iApproximate average salary by contribution assumption: employee only about $644,938 at 4% or $429,958 at 6%; with 50% employer match about $429,958 at 4% or $286,639 at 6%; with 100% employer match about $322,469 at 4% or $214,979 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-6$1,824,744$232,790$38,798iApproximate average salary by contribution assumption: employee only about $969,958 at 4% or $646,639 at 6%; with 50% employer match about $646,639 at 4% or $431,093 at 6%; with 100% employer match about $484,979 at 4% or $323,319 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$1,191,622$25,185$2,519iApproximate average salary by contribution assumption: employee only about $62,963 at 4% or $41,975 at 6%; with 50% employer match about $41,975 at 4% or $27,983 at 6%; with 100% employer match about $31,481 at 4% or $20,988 at 6%.
202125$3,114,109$393,854$78,771iApproximate average salary by contribution assumption: employee only about $1,969,270 at 4% or $1,312,847 at 6%; with 50% employer match about $1,312,847 at 4% or $875,231 at 6%; with 100% employer match about $984,635 at 4% or $656,423 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-0$1,709,455$372,115-
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-5$1,404,654$21,739$4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,463 at 6%; with 50% employer match about $72,463 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
202029$2,436,325$606,147$67,350iApproximate average salary by contribution assumption: employee only about $1,683,742 at 4% or $1,122,494 at 6%; with 50% employer match about $1,122,494 at 4% or $748,330 at 6%; with 100% employer match about $841,871 at 4% or $561,247 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-0$1,270,291$584,718-
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-9$1,166,034$21,429$2,381iApproximate average salary by contribution assumption: employee only about $59,525 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,456 at 6%; with 100% employer match about $29,763 at 4% or $19,842 at 6%.
2019210$1,782,959$233,030$23,303iApproximate average salary by contribution assumption: employee only about $582,575 at 4% or $388,383 at 6%; with 50% employer match about $388,383 at 4% or $258,922 at 6%; with 100% employer match about $291,288 at 4% or $194,192 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$1,078,391$22,995$2,300iApproximate average salary by contribution assumption: employee only about $57,488 at 4% or $38,325 at 6%; with 50% employer match about $38,325 at 4% or $25,550 at 6%; with 100% employer match about $28,744 at 4% or $19,163 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-5$704,568$210,035$42,007iApproximate average salary by contribution assumption: employee only about $1,050,175 at 4% or $700,117 at 6%; with 50% employer match about $700,117 at 4% or $466,744 at 6%; with 100% employer match about $525,088 at 4% or $350,058 at 6%.
2018210$1,215,173$233,191$23,319iApproximate average salary by contribution assumption: employee only about $582,978 at 4% or $388,652 at 6%; with 50% employer match about $388,652 at 4% or $259,101 at 6%; with 100% employer match about $291,489 at 4% or $194,326 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$798,035$21,741$2,174iApproximate average salary by contribution assumption: employee only about $54,353 at 4% or $36,235 at 6%; with 50% employer match about $36,235 at 4% or $24,157 at 6%; with 100% employer match about $27,176 at 4% or $18,118 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-5$417,138$211,450$42,290iApproximate average salary by contribution assumption: employee only about $1,057,250 at 4% or $704,833 at 6%; with 50% employer match about $704,833 at 4% or $469,889 at 6%; with 100% employer match about $528,625 at 4% or $352,417 at 6%.
201729$1,156,940$233,286$25,921iApproximate average salary by contribution assumption: employee only about $648,017 at 4% or $432,011 at 6%; with 50% employer match about $432,011 at 4% or $288,007 at 6%; with 100% employer match about $324,008 at 4% or $216,006 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-9$944,588$20,934$2,326iApproximate average salary by contribution assumption: employee only about $58,150 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,844 at 6%; with 100% employer match about $29,075 at 4% or $19,383 at 6%.
S. K. AGGARWAL, M. D. , P. A. CASH BALANCE PLAN-4$212,352$212,352$53,088iApproximate average salary by contribution assumption: employee only about $1,327,200 at 4% or $884,800 at 6%; with 50% employer match about $884,800 at 4% or $589,867 at 6%; with 100% employer match about $663,600 at 4% or $442,400 at 6%.
2016110$705,614$69,755$6,976iApproximate average salary by contribution assumption: employee only about $174,388 at 4% or $116,258 at 6%; with 50% employer match about $116,258 at 4% or $77,506 at 6%; with 100% employer match about $87,194 at 4% or $58,129 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$705,614$69,755$6,976iApproximate average salary by contribution assumption: employee only about $174,388 at 4% or $116,258 at 6%; with 50% employer match about $116,258 at 4% or $77,506 at 6%; with 100% employer match about $87,194 at 4% or $58,129 at 6%.
2015111$934,627$63,727$5,793iApproximate average salary by contribution assumption: employee only about $144,834 at 4% or $96,556 at 6%; with 50% employer match about $96,556 at 4% or $64,371 at 6%; with 100% employer match about $72,417 at 4% or $48,278 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-11$934,627$63,727$5,793iApproximate average salary by contribution assumption: employee only about $144,834 at 4% or $96,556 at 6%; with 50% employer match about $96,556 at 4% or $64,371 at 6%; with 100% employer match about $72,417 at 4% or $48,278 at 6%.
2014110$927,981$60,869$6,087iApproximate average salary by contribution assumption: employee only about $152,173 at 4% or $101,448 at 6%; with 50% employer match about $101,448 at 4% or $67,632 at 6%; with 100% employer match about $76,086 at 4% or $50,724 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$927,981$60,869$6,087iApproximate average salary by contribution assumption: employee only about $152,173 at 4% or $101,448 at 6%; with 50% employer match about $101,448 at 4% or $67,632 at 6%; with 100% employer match about $76,086 at 4% or $50,724 at 6%.
2013110$1,125,336$60,212$6,021iApproximate average salary by contribution assumption: employee only about $150,530 at 4% or $100,353 at 6%; with 50% employer match about $100,353 at 4% or $66,902 at 6%; with 100% employer match about $75,265 at 4% or $50,177 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-10$1,125,336$60,212$6,021iApproximate average salary by contribution assumption: employee only about $150,530 at 4% or $100,353 at 6%; with 50% employer match about $100,353 at 4% or $66,902 at 6%; with 100% employer match about $75,265 at 4% or $50,177 at 6%.
2012111$952,084$62,000$5,636iApproximate average salary by contribution assumption: employee only about $140,909 at 4% or $93,939 at 6%; with 50% employer match about $93,939 at 4% or $62,626 at 6%; with 100% employer match about $70,455 at 4% or $46,970 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-11$952,084$62,000$5,636iApproximate average salary by contribution assumption: employee only about $140,909 at 4% or $93,939 at 6%; with 50% employer match about $93,939 at 4% or $62,626 at 6%; with 100% employer match about $70,455 at 4% or $46,970 at 6%.
201119$903,287$60,371$6,708iApproximate average salary by contribution assumption: employee only about $167,697 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,849 at 4% or $55,899 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-9$903,287$60,371$6,708iApproximate average salary by contribution assumption: employee only about $167,697 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,849 at 4% or $55,899 at 6%.
201018$972,362$64,313$8,039iApproximate average salary by contribution assumption: employee only about $200,978 at 4% or $133,985 at 6%; with 50% employer match about $133,985 at 4% or $89,324 at 6%; with 100% employer match about $100,489 at 4% or $66,993 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-8$972,362$64,313$8,039iApproximate average salary by contribution assumption: employee only about $200,978 at 4% or $133,985 at 6%; with 50% employer match about $133,985 at 4% or $89,324 at 6%; with 100% employer match about $100,489 at 4% or $66,993 at 6%.
200928$1,646,520$134,017$16,752iApproximate average salary by contribution assumption: employee only about $418,803 at 4% or $279,202 at 6%; with 50% employer match about $279,202 at 4% or $186,135 at 6%; with 100% employer match about $209,402 at 4% or $139,601 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-8$890,532$68,917$8,615iApproximate average salary by contribution assumption: employee only about $215,366 at 4% or $143,577 at 6%; with 50% employer match about $143,577 at 4% or $95,718 at 6%; with 100% employer match about $107,683 at 4% or $71,789 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6$755,988$65,100$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
200816$0$0-
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6---
200614$774,634$61,884$15,471iApproximate average salary by contribution assumption: employee only about $386,775 at 4% or $257,850 at 6%; with 50% employer match about $257,850 at 4% or $171,900 at 6%; with 100% employer match about $193,388 at 4% or $128,925 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-4$774,634$61,884$15,471iApproximate average salary by contribution assumption: employee only about $386,775 at 4% or $257,850 at 6%; with 50% employer match about $257,850 at 4% or $171,900 at 6%; with 100% employer match about $193,388 at 4% or $128,925 at 6%.
200516$665,613$61,730$10,288iApproximate average salary by contribution assumption: employee only about $257,208 at 4% or $171,472 at 6%; with 50% employer match about $171,472 at 4% or $114,315 at 6%; with 100% employer match about $128,604 at 4% or $85,736 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6$665,613$61,730$10,288iApproximate average salary by contribution assumption: employee only about $257,208 at 4% or $171,472 at 6%; with 50% employer match about $171,472 at 4% or $114,315 at 6%; with 100% employer match about $128,604 at 4% or $85,736 at 6%.
200425$509,781$61,044$12,209iApproximate average salary by contribution assumption: employee only about $305,220 at 4% or $203,480 at 6%; with 50% employer match about $203,480 at 4% or $135,653 at 6%; with 100% employer match about $152,610 at 4% or $101,740 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-5$509,781$61,044$12,209iApproximate average salary by contribution assumption: employee only about $305,220 at 4% or $203,480 at 6%; with 50% employer match about $203,480 at 4% or $135,653 at 6%; with 100% employer match about $152,610 at 4% or $101,740 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-0---
200325$402,994$64,411$12,882iApproximate average salary by contribution assumption: employee only about $322,055 at 4% or $214,703 at 6%; with 50% employer match about $214,703 at 4% or $143,136 at 6%; with 100% employer match about $161,028 at 4% or $107,352 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-5$362,103$64,411$12,882iApproximate average salary by contribution assumption: employee only about $322,055 at 4% or $214,703 at 6%; with 50% employer match about $214,703 at 4% or $143,136 at 6%; with 100% employer match about $161,028 at 4% or $107,352 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-5$40,891--
200225$302,114$60,137$12,027iApproximate average salary by contribution assumption: employee only about $300,685 at 4% or $200,457 at 6%; with 50% employer match about $200,457 at 4% or $133,638 at 6%; with 100% employer match about $150,343 at 4% or $100,228 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-5$266,218$60,137$12,027iApproximate average salary by contribution assumption: employee only about $300,685 at 4% or $200,457 at 6%; with 50% employer match about $200,457 at 4% or $133,638 at 6%; with 100% employer match about $150,343 at 4% or $100,228 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-5$35,896--
200125$229,467$56,341$11,268iApproximate average salary by contribution assumption: employee only about $281,705 at 4% or $187,803 at 6%; with 50% employer match about $187,803 at 4% or $125,202 at 6%; with 100% employer match about $140,853 at 4% or $93,902 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-5$193,742$46,951$9,390iApproximate average salary by contribution assumption: employee only about $234,755 at 4% or $156,503 at 6%; with 50% employer match about $156,503 at 4% or $104,336 at 6%; with 100% employer match about $117,378 at 4% or $78,252 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-5$35,725$9,390$1,878iApproximate average salary by contribution assumption: employee only about $46,950 at 4% or $31,300 at 6%; with 50% employer match about $31,300 at 4% or $20,867 at 6%; with 100% employer match about $23,475 at 4% or $15,650 at 6%.
200026$126,744$50,920$8,487iApproximate average salary by contribution assumption: employee only about $212,167 at 4% or $141,444 at 6%; with 50% employer match about $141,444 at 4% or $94,296 at 6%; with 100% employer match about $106,083 at 4% or $70,722 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-6$103,314$41,395$6,899iApproximate average salary by contribution assumption: employee only about $172,479 at 4% or $114,986 at 6%; with 50% employer match about $114,986 at 4% or $76,657 at 6%; with 100% employer match about $86,240 at 4% or $57,493 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-6$23,430$9,525$1,588iApproximate average salary by contribution assumption: employee only about $39,688 at 4% or $26,458 at 6%; with 50% employer match about $26,458 at 4% or $17,639 at 6%; with 100% employer match about $19,844 at 4% or $13,229 at 6%.
199927$103,155$50,730$7,247iApproximate average salary by contribution assumption: employee only about $181,179 at 4% or $120,786 at 6%; with 50% employer match about $120,786 at 4% or $80,524 at 6%; with 100% employer match about $90,589 at 4% or $60,393 at 6%.
S. K. Aggarwal, M.D., P.A. Profit Sharing Plan and Trust-7$85,510$41,868$5,981iApproximate average salary by contribution assumption: employee only about $149,529 at 4% or $99,686 at 6%; with 50% employer match about $99,686 at 4% or $66,457 at 6%; with 100% employer match about $74,764 at 4% or $49,843 at 6%.
S. K. Aggarwal, M.D., P.A. Money Purchase Pension Plan and Trust-7$17,645$8,862$1,266iApproximate average salary by contribution assumption: employee only about $31,650 at 4% or $21,100 at 6%; with 50% employer match about $21,100 at 4% or $14,067 at 6%; with 100% employer match about $15,825 at 4% or $10,550 at 6%.