Siddharth H. Shah, M.D., P.A.
Plan context: Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust
EIN 59-3311794 • Tarpon Springs, FL • 42 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$2,370,237
2022 Contributions
$70,881
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 0 | - | - | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 0 | - | - | - |
| 2021 | 2 | 4 | $2,370,237 | $70,881 | $17,720iApproximate average salary by contribution assumption: employee only about $443,006 at 4% or $295,338 at 6%; with 50% employer match about $295,338 at 4% or $196,892 at 6%; with 100% employer match about $221,503 at 4% or $147,669 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 4 | $1,335,230 | $64,585 | $16,146iApproximate average salary by contribution assumption: employee only about $403,656 at 4% or $269,104 at 6%; with 50% employer match about $269,104 at 4% or $179,403 at 6%; with 100% employer match about $201,828 at 4% or $134,552 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $1,035,007 | $6,296 | $1,574iApproximate average salary by contribution assumption: employee only about $39,350 at 4% or $26,233 at 6%; with 50% employer match about $26,233 at 4% or $17,489 at 6%; with 100% employer match about $19,675 at 4% or $13,117 at 6%. |
| 2020 | 2 | 5 | $2,189,157 | $72,411 | $14,482iApproximate average salary by contribution assumption: employee only about $362,055 at 4% or $241,370 at 6%; with 50% employer match about $241,370 at 4% or $160,913 at 6%; with 100% employer match about $181,028 at 4% or $120,685 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | $1,186,793 | $66,166 | $13,233iApproximate average salary by contribution assumption: employee only about $330,830 at 4% or $220,553 at 6%; with 50% employer match about $220,553 at 4% or $147,036 at 6%; with 100% employer match about $165,415 at 4% or $110,277 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $1,002,364 | $6,245 | $1,249iApproximate average salary by contribution assumption: employee only about $31,225 at 4% or $20,817 at 6%; with 50% employer match about $20,817 at 4% or $13,878 at 6%; with 100% employer match about $15,613 at 4% or $10,408 at 6%. |
| 2019 | 2 | 5 | $1,780,979 | $81,174 | $16,235iApproximate average salary by contribution assumption: employee only about $405,870 at 4% or $270,580 at 6%; with 50% employer match about $270,580 at 4% or $180,387 at 6%; with 100% employer match about $202,935 at 4% or $135,290 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $953,740 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | $827,239 | $61,174 | $12,235iApproximate average salary by contribution assumption: employee only about $305,870 at 4% or $203,913 at 6%; with 50% employer match about $203,913 at 4% or $135,942 at 6%; with 100% employer match about $152,935 at 4% or $101,957 at 6%. |
| 2018 | 2 | 5 | $1,654,165 | $216,089 | $43,218iApproximate average salary by contribution assumption: employee only about $1,080,445 at 4% or $720,297 at 6%; with 50% employer match about $720,297 at 4% or $480,198 at 6%; with 100% employer match about $540,223 at 4% or $360,148 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 3 | $883,176 | $150,000 | $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%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | $770,989 | $66,089 | $13,218iApproximate average salary by contribution assumption: employee only about $330,445 at 4% or $220,297 at 6%; with 50% employer match about $220,297 at 4% or $146,864 at 6%; with 100% employer match about $165,223 at 4% or $110,148 at 6%. |
| 2017 | 2 | 6 | $1,455,849 | $254,080 | $42,347iApproximate average salary by contribution assumption: employee only about $1,058,667 at 4% or $705,778 at 6%; with 50% employer match about $705,778 at 4% or $470,519 at 6%; with 100% employer match about $529,333 at 4% or $352,889 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 6 | $732,333 | $185,718 | $30,953iApproximate average salary by contribution assumption: employee only about $773,825 at 4% or $515,883 at 6%; with 50% employer match about $515,883 at 4% or $343,922 at 6%; with 100% employer match about $386,913 at 4% or $257,942 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $723,516 | $68,362 | $11,394iApproximate average salary by contribution assumption: employee only about $284,842 at 4% or $189,894 at 6%; with 50% employer match about $189,894 at 4% or $126,596 at 6%; with 100% employer match about $142,421 at 4% or $94,947 at 6%. |
| 2016 | 2 | 6 | $1,201,922 | $340,888 | $56,815iApproximate average salary by contribution assumption: employee only about $1,420,367 at 4% or $946,911 at 6%; with 50% employer match about $946,911 at 4% or $631,274 at 6%; with 100% employer match about $710,183 at 4% or $473,456 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $676,370 | $73,501 | $12,250iApproximate average salary by contribution assumption: employee only about $306,254 at 4% or $204,169 at 6%; with 50% employer match about $204,169 at 4% or $136,113 at 6%; with 100% employer match about $153,127 at 4% or $102,085 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 6 | $525,552 | $267,387 | $44,565iApproximate average salary by contribution assumption: employee only about $1,114,113 at 4% or $742,742 at 6%; with 50% employer match about $742,742 at 4% or $495,161 at 6%; with 100% employer match about $557,056 at 4% or $371,371 at 6%. |
| 2015 | 2 | 6 | $1,667,206 | $330,108 | $55,018iApproximate average salary by contribution assumption: employee only about $1,375,450 at 4% or $916,967 at 6%; with 50% employer match about $916,967 at 4% or $611,311 at 6%; with 100% employer match about $687,725 at 4% or $458,483 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $1,409,041 | $71,943 | $11,991iApproximate average salary by contribution assumption: employee only about $299,763 at 4% or $199,842 at 6%; with 50% employer match about $199,842 at 4% or $133,228 at 6%; with 100% employer match about $149,881 at 4% or $99,921 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $258,165 | $258,165 | $64,541iApproximate average salary by contribution assumption: employee only about $1,613,531 at 4% or $1,075,688 at 6%; with 50% employer match about $1,075,688 at 4% or $717,125 at 6%; with 100% employer match about $806,766 at 4% or $537,844 at 6%. |
| 2014 | 2 | 6 | $1,429,509 | $866,295 | $144,383iApproximate average salary by contribution assumption: employee only about $3,609,563 at 4% or $2,406,375 at 6%; with 50% employer match about $2,406,375 at 4% or $1,604,250 at 6%; with 100% employer match about $1,804,781 at 4% or $1,203,188 at 6%. |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $1,429,509 | $866,295 | $144,383iApproximate average salary by contribution assumption: employee only about $3,609,563 at 4% or $2,406,375 at 6%; with 50% employer match about $2,406,375 at 4% or $1,604,250 at 6%; with 100% employer match about $1,804,781 at 4% or $1,203,188 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | - | - |
| 2013 | 2 | 8 | $1,337,991 | $89,119 | $11,140iApproximate average salary by contribution assumption: employee only about $278,497 at 4% or $185,665 at 6%; with 50% employer match about $185,665 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 8 | $844,160 | - | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $493,831 | $89,119 | $14,853iApproximate average salary by contribution assumption: employee only about $371,329 at 4% or $247,553 at 6%; with 50% employer match about $247,553 at 4% or $165,035 at 6%; with 100% employer match about $185,665 at 4% or $123,776 at 6%. |
| 2012 | 2 | 8 | $1,028,277 | $84,801 | $10,600iApproximate average salary by contribution assumption: employee only about $265,003 at 4% or $176,669 at 6%; with 50% employer match about $176,669 at 4% or $117,779 at 6%; with 100% employer match about $132,502 at 4% or $88,334 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 8 | $677,525 | - | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $350,752 | $84,801 | $14,134iApproximate average salary by contribution assumption: employee only about $353,338 at 4% or $235,558 at 6%; with 50% employer match about $235,558 at 4% or $157,039 at 6%; with 100% employer match about $176,669 at 4% or $117,779 at 6%. |
| 2011 | 2 | 6 | $895,344 | $82,150 | $13,692iApproximate average salary by contribution assumption: employee only about $342,292 at 4% or $228,194 at 6%; with 50% employer match about $228,194 at 4% or $152,130 at 6%; with 100% employer match about $171,146 at 4% or $114,097 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $600,140 | $0 | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | $295,204 | $82,150 | $13,692iApproximate average salary by contribution assumption: employee only about $342,292 at 4% or $228,194 at 6%; with 50% employer match about $228,194 at 4% or $152,130 at 6%; with 100% employer match about $171,146 at 4% or $114,097 at 6%. |
| 2010 | 2 | 6 | $787,482 | $57,469 | $9,578iApproximate average salary by contribution assumption: employee only about $239,454 at 4% or $159,636 at 6%; with 50% employer match about $159,636 at 4% or $106,424 at 6%; with 100% employer match about $119,727 at 4% or $79,818 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $579,707 | $0 | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | $207,775 | $57,469 | $11,494iApproximate average salary by contribution assumption: employee only about $287,345 at 4% or $191,563 at 6%; with 50% employer match about $191,563 at 4% or $127,709 at 6%; with 100% employer match about $143,673 at 4% or $95,782 at 6%. |
| 2009 | 2 | 6 | $652,948 | $58,500 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $514,382 | $0 | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | $138,566 | $58,500 | $11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%. |
| 2008 | 2 | 5 | $495,594 | $0 | - |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $495,594 | - | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 5 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | - | - | - |
| Siddharth H. Shah, M.D., P.A. 401(K) Profit Sahring Plan and Trust | - | 6 | - | - | - |
| 2006 | 1 | 6 | $672,896 | $50,925 | $8,488iApproximate average salary by contribution assumption: employee only about $212,188 at 4% or $141,458 at 6%; with 50% employer match about $141,458 at 4% or $94,306 at 6%; with 100% employer match about $106,094 at 4% or $70,729 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $672,896 | $50,925 | $8,488iApproximate average salary by contribution assumption: employee only about $212,188 at 4% or $141,458 at 6%; with 50% employer match about $141,458 at 4% or $94,306 at 6%; with 100% employer match about $106,094 at 4% or $70,729 at 6%. |
| 2005 | 2 | 5 | $564,794 | $49,474 | $9,895iApproximate average salary by contribution assumption: employee only about $247,370 at 4% or $164,913 at 6%; with 50% employer match about $164,913 at 4% or $109,942 at 6%; with 100% employer match about $123,685 at 4% or $82,457 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $564,794 | $49,474 | $9,895iApproximate average salary by contribution assumption: employee only about $247,370 at 4% or $164,913 at 6%; with 50% employer match about $164,913 at 4% or $109,942 at 6%; with 100% employer match about $123,685 at 4% or $82,457 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. PROFIT SHARING PLAN AND TRUST | - | 0 | - | - | - |
| 2004 | 2 | 5 | $492,599 | $124,529 | $24,906iApproximate average salary by contribution assumption: employee only about $622,645 at 4% or $415,097 at 6%; with 50% employer match about $415,097 at 4% or $276,731 at 6%; with 100% employer match about $311,323 at 4% or $207,548 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $252,098 | $124,529 | $24,906iApproximate average salary by contribution assumption: employee only about $622,645 at 4% or $415,097 at 6%; with 50% employer match about $415,097 at 4% or $276,731 at 6%; with 100% employer match about $311,323 at 4% or $207,548 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. PROFIT SHARING PLAN AND TRUST | - | 5 | $240,501 | - | - |
| 2003 | 2 | 5 | $335,525 | $119,380 | $23,876iApproximate average salary by contribution assumption: employee only about $596,900 at 4% or $397,933 at 6%; with 50% employer match about $397,933 at 4% or $265,289 at 6%; with 100% employer match about $298,450 at 4% or $198,967 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. PROFIT SHARING PLAN AND TRUST | - | 5 | $216,145 | - | - |
| SIDDHARTH H. SHAH, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $119,380 | $119,380 | $23,876iApproximate average salary by contribution assumption: employee only about $596,900 at 4% or $397,933 at 6%; with 50% employer match about $397,933 at 4% or $265,289 at 6%; with 100% employer match about $298,450 at 4% or $198,967 at 6%. |
| 2002 | 1 | 5 | $179,890 | $83,029 | $16,606iApproximate average salary by contribution assumption: employee only about $415,145 at 4% or $276,763 at 6%; with 50% employer match about $276,763 at 4% or $184,509 at 6%; with 100% employer match about $207,573 at 4% or $138,382 at 6%. |
| SIDDHARTH H. SHAH, M.D., P.A. PROFIT SHARING PLAN AND TRUST | - | 5 | $179,890 | $83,029 | $16,606iApproximate average salary by contribution assumption: employee only about $415,145 at 4% or $276,763 at 6%; with 50% employer match about $276,763 at 4% or $184,509 at 6%; with 100% employer match about $207,573 at 4% or $138,382 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| SIDDHARTH H. SHAH, M.D., P.A. PROFIT SHARING PLAN AND TRUST | - | 6 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| SIDDHARTH H. SHAH, M.D, P.A. PROFIT SHARING PLAN AND TRUST | - | 7 | - | - | - |