Civic Intelligence

B. Rai Gupta, M.D., P.A.

Plan context: B. Rai Gupta, M.D., P.A. Retirement Plan

EIN 59-3640999 • Lake Mary, FL • 46 filings • 5 plans

3300 W. Lake Mary Blvd. Suite 220Lake Mary, FL 32746
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$683,128

2024 Contributions

$76,852

Historical Graphs

Total Assets Over Time

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

$2,364,008$1,182,004$0200320142024YearValue
$683,128Latest year 2024

Participants Over Time

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

1160200320142024YearValue
4Latest 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
202414$683,128$76,852$19,213iApproximate average salary by contribution assumption: employee only about $480,325 at 4% or $320,217 at 6%; with 50% employer match about $320,217 at 4% or $213,478 at 6%; with 100% employer match about $240,163 at 4% or $160,108 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-4$683,128$76,852$19,213iApproximate average salary by contribution assumption: employee only about $480,325 at 4% or $320,217 at 6%; with 50% employer match about $320,217 at 4% or $213,478 at 6%; with 100% employer match about $240,163 at 4% or $160,108 at 6%.
202318$534,152$69,112$8,639iApproximate average salary by contribution assumption: employee only about $215,975 at 4% or $143,983 at 6%; with 50% employer match about $143,983 at 4% or $95,989 at 6%; with 100% employer match about $107,988 at 4% or $71,992 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-8$534,152$69,112$8,639iApproximate average salary by contribution assumption: employee only about $215,975 at 4% or $143,983 at 6%; with 50% employer match about $143,983 at 4% or $95,989 at 6%; with 100% employer match about $107,988 at 4% or $71,992 at 6%.
202214$407,407$61,994$15,499iApproximate average salary by contribution assumption: employee only about $387,463 at 4% or $258,308 at 6%; with 50% employer match about $258,308 at 4% or $172,206 at 6%; with 100% employer match about $193,731 at 4% or $129,154 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-4$407,407$61,994$15,499iApproximate average salary by contribution assumption: employee only about $387,463 at 4% or $258,308 at 6%; with 50% employer match about $258,308 at 4% or $172,206 at 6%; with 100% employer match about $193,731 at 4% or $129,154 at 6%.
202115$393,329$63,853$12,771iApproximate average salary by contribution assumption: employee only about $319,265 at 4% or $212,843 at 6%; with 50% employer match about $212,843 at 4% or $141,896 at 6%; with 100% employer match about $159,633 at 4% or $106,422 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-5$393,329$63,853$12,771iApproximate average salary by contribution assumption: employee only about $319,265 at 4% or $212,843 at 6%; with 50% employer match about $212,843 at 4% or $141,896 at 6%; with 100% employer match about $159,633 at 4% or $106,422 at 6%.
202025$282,871$61,858$12,372iApproximate average salary by contribution assumption: employee only about $309,290 at 4% or $206,193 at 6%; with 50% employer match about $206,193 at 4% or $137,462 at 6%; with 100% employer match about $154,645 at 4% or $103,097 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-5$282,871$61,858$12,372iApproximate average salary by contribution assumption: employee only about $309,290 at 4% or $206,193 at 6%; with 50% employer match about $206,193 at 4% or $137,462 at 6%; with 100% employer match about $154,645 at 4% or $103,097 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-0$0$0-
201926$1,904,638$61,600$10,267iApproximate average salary by contribution assumption: employee only about $256,667 at 4% or $171,111 at 6%; with 50% employer match about $171,111 at 4% or $114,074 at 6%; with 100% employer match about $128,333 at 4% or $85,556 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$1,602,901$0-
B. Rai Gupta, M.D., P.A. Retirement Plan-6$301,737$61,600$10,267iApproximate average salary by contribution assumption: employee only about $256,667 at 4% or $171,111 at 6%; with 50% employer match about $171,111 at 4% or $114,074 at 6%; with 100% employer match about $128,333 at 4% or $85,556 at 6%.
201826$1,615,730$196,587$32,765iApproximate average salary by contribution assumption: employee only about $819,113 at 4% or $546,075 at 6%; with 50% employer match about $546,075 at 4% or $364,050 at 6%; with 100% employer match about $409,556 at 4% or $273,038 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$1,401,244$175,000$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%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$214,486$21,587$3,598iApproximate average salary by contribution assumption: employee only about $89,946 at 4% or $59,964 at 6%; with 50% employer match about $59,964 at 4% or $39,976 at 6%; with 100% employer match about $44,973 at 4% or $29,982 at 6%.
201726$1,600,425$115,704$19,284iApproximate average salary by contribution assumption: employee only about $482,100 at 4% or $321,400 at 6%; with 50% employer match about $321,400 at 4% or $214,267 at 6%; with 100% employer match about $241,050 at 4% or $160,700 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$1,406,181$89,000$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$194,244$26,704$4,451iApproximate average salary by contribution assumption: employee only about $111,267 at 4% or $74,178 at 6%; with 50% employer match about $74,178 at 4% or $49,452 at 6%; with 100% employer match about $55,633 at 4% or $37,089 at 6%.
201626$1,429,630$279,509$46,585iApproximate average salary by contribution assumption: employee only about $1,164,621 at 4% or $776,414 at 6%; with 50% employer match about $776,414 at 4% or $517,609 at 6%; with 100% employer match about $582,310 at 4% or $388,207 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$1,281,583$260,625$52,125iApproximate average salary by contribution assumption: employee only about $1,303,125 at 4% or $868,750 at 6%; with 50% employer match about $868,750 at 4% or $579,167 at 6%; with 100% employer match about $651,563 at 4% or $434,375 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$148,047$18,884$3,147iApproximate average salary by contribution assumption: employee only about $78,683 at 4% or $52,456 at 6%; with 50% employer match about $52,456 at 4% or $34,970 at 6%; with 100% employer match about $39,342 at 4% or $26,228 at 6%.
201526$1,194,857$275,538$45,923iApproximate average salary by contribution assumption: employee only about $1,148,075 at 4% or $765,383 at 6%; with 50% employer match about $765,383 at 4% or $510,256 at 6%; with 100% employer match about $574,038 at 4% or $382,692 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$1,057,965$259,000$51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$136,892$16,538$2,756iApproximate average salary by contribution assumption: employee only about $68,908 at 4% or $45,939 at 6%; with 50% employer match about $45,939 at 4% or $30,626 at 6%; with 100% employer match about $34,454 at 4% or $22,969 at 6%.
201438$2,364,008$259,637$32,455iApproximate average salary by contribution assumption: employee only about $811,366 at 4% or $540,910 at 6%; with 50% employer match about $540,910 at 4% or $360,607 at 6%; with 100% employer match about $405,683 at 4% or $270,455 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-8$1,339,323$31,331$3,916iApproximate average salary by contribution assumption: employee only about $97,909 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,515 at 6%; with 100% employer match about $48,955 at 4% or $32,636 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$902,012$211,711$42,342iApproximate average salary by contribution assumption: employee only about $1,058,555 at 4% or $705,703 at 6%; with 50% employer match about $705,703 at 4% or $470,469 at 6%; with 100% employer match about $529,278 at 4% or $352,852 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$122,673$16,595$2,766iApproximate average salary by contribution assumption: employee only about $69,146 at 4% or $46,097 at 6%; with 50% employer match about $46,097 at 4% or $30,731 at 6%; with 100% employer match about $34,573 at 4% or $23,049 at 6%.
201338$2,090,339$378,365$47,296iApproximate average salary by contribution assumption: employee only about $1,182,391 at 4% or $788,260 at 6%; with 50% employer match about $788,260 at 4% or $525,507 at 6%; with 100% employer match about $591,195 at 4% or $394,130 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-8$1,223,493$38,638$4,830iApproximate average salary by contribution assumption: employee only about $120,744 at 4% or $80,496 at 6%; with 50% employer match about $80,496 at 4% or $53,664 at 6%; with 100% employer match about $60,372 at 4% or $40,248 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-5$767,146$327,000$65,400iApproximate average salary by contribution assumption: employee only about $1,635,000 at 4% or $1,090,000 at 6%; with 50% employer match about $1,090,000 at 4% or $726,667 at 6%; with 100% employer match about $817,500 at 4% or $545,000 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-6$99,700$12,727$2,121iApproximate average salary by contribution assumption: employee only about $53,029 at 4% or $35,353 at 6%; with 50% employer match about $35,353 at 4% or $23,569 at 6%; with 100% employer match about $26,515 at 4% or $17,676 at 6%.
201236$1,578,554$251,526$41,921iApproximate average salary by contribution assumption: employee only about $1,048,025 at 4% or $698,683 at 6%; with 50% employer match about $698,683 at 4% or $465,789 at 6%; with 100% employer match about $524,013 at 4% or $349,342 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-6$1,007,178$45,998$7,666iApproximate average salary by contribution assumption: employee only about $191,658 at 4% or $127,772 at 6%; with 50% employer match about $127,772 at 4% or $85,181 at 6%; with 100% employer match about $95,829 at 4% or $63,886 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-3$497,445$189,000$63,000iApproximate average salary by contribution assumption: employee only about $1,575,000 at 4% or $1,050,000 at 6%; with 50% employer match about $1,050,000 at 4% or $700,000 at 6%; with 100% employer match about $787,500 at 4% or $525,000 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-3$73,931$16,528$5,509iApproximate average salary by contribution assumption: employee only about $137,733 at 4% or $91,822 at 6%; with 50% employer match about $91,822 at 4% or $61,215 at 6%; with 100% employer match about $68,867 at 4% or $45,911 at 6%.
2011311$1,330,873$248,595$22,600iApproximate average salary by contribution assumption: employee only about $564,989 at 4% or $376,659 at 6%; with 50% employer match about $376,659 at 4% or $251,106 at 6%; with 100% employer match about $282,494 at 4% or $188,330 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-11$901,384$46,304$4,209iApproximate average salary by contribution assumption: employee only about $105,236 at 4% or $70,158 at 6%; with 50% employer match about $70,158 at 4% or $46,772 at 6%; with 100% employer match about $52,618 at 4% or $35,079 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-3$376,071$181,500$60,500iApproximate average salary by contribution assumption: employee only about $1,512,500 at 4% or $1,008,333 at 6%; with 50% employer match about $1,008,333 at 4% or $672,222 at 6%; with 100% employer match about $756,250 at 4% or $504,167 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-3$53,418$20,791$6,930iApproximate average salary by contribution assumption: employee only about $173,258 at 4% or $115,506 at 6%; with 50% employer match about $115,506 at 4% or $77,004 at 6%; with 100% employer match about $86,629 at 4% or $57,753 at 6%.
201039$1,238,892$240,271$26,697iApproximate average salary by contribution assumption: employee only about $667,419 at 4% or $444,946 at 6%; with 50% employer match about $444,946 at 4% or $296,631 at 6%; with 100% employer match about $333,710 at 4% or $222,473 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-9$916,630$37,564$4,174iApproximate average salary by contribution assumption: employee only about $104,344 at 4% or $69,563 at 6%; with 50% employer match about $69,563 at 4% or $46,375 at 6%; with 100% employer match about $52,172 at 4% or $34,781 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-3$288,259$181,973$60,658iApproximate average salary by contribution assumption: employee only about $1,516,442 at 4% or $1,010,961 at 6%; with 50% employer match about $1,010,961 at 4% or $673,974 at 6%; with 100% employer match about $758,221 at 4% or $505,481 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-3$34,003$20,734$6,911iApproximate average salary by contribution assumption: employee only about $172,783 at 4% or $115,189 at 6%; with 50% employer match about $115,189 at 4% or $76,793 at 6%; with 100% employer match about $86,392 at 4% or $57,594 at 6%.
200948$967,586$225,779$28,222iApproximate average salary by contribution assumption: employee only about $705,559 at 4% or $470,373 at 6%; with 50% employer match about $470,373 at 4% or $313,582 at 6%; with 100% employer match about $352,780 at 4% or $235,186 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-8$772,624$30,640$3,830iApproximate average salary by contribution assumption: employee only about $95,750 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,556 at 6%; with 100% employer match about $47,875 at 4% or $31,917 at 6%.
B. Rai Gupta, M.D., P.A. Defined Benefit Plan-3$183,300$183,300$61,100iApproximate average salary by contribution assumption: employee only about $1,527,500 at 4% or $1,018,333 at 6%; with 50% employer match about $1,018,333 at 4% or $678,889 at 6%; with 100% employer match about $763,750 at 4% or $509,167 at 6%.
B. Rai Gupta, M.D., P.A. Retirement Plan-3$11,662$11,662$3,887iApproximate average salary by contribution assumption: employee only about $97,183 at 4% or $64,789 at 6%; with 50% employer match about $64,789 at 4% or $43,193 at 6%; with 100% employer match about $48,592 at 4% or $32,394 at 6%.
B RAI GUPTA, MD PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-0$0$177-
200826$826,595$103,996$17,333iApproximate average salary by contribution assumption: employee only about $433,317 at 4% or $288,878 at 6%; with 50% employer match about $288,878 at 4% or $192,585 at 6%; with 100% employer match about $216,658 at 4% or $144,439 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-6$608,662$103,996$17,333iApproximate average salary by contribution assumption: employee only about $433,317 at 4% or $288,878 at 6%; with 50% employer match about $288,878 at 4% or $192,585 at 6%; with 100% employer match about $216,658 at 4% or $144,439 at 6%.
B RAI GUPTA, MD PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2$217,933--
200726$0$0-
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-6---
B RAI GUPTA, MD, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2---
200626$635,313$108,736$18,123iApproximate average salary by contribution assumption: employee only about $453,067 at 4% or $302,044 at 6%; with 50% employer match about $302,044 at 4% or $201,363 at 6%; with 100% employer match about $226,533 at 4% or $151,022 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-6$577,840$108,736$18,123iApproximate average salary by contribution assumption: employee only about $453,067 at 4% or $302,044 at 6%; with 50% employer match about $302,044 at 4% or $201,363 at 6%; with 100% employer match about $226,533 at 4% or $151,022 at 6%.
B RAI GUPTA, MD, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2$57,473--
200525$457,190$188,273$37,655iApproximate average salary by contribution assumption: employee only about $941,365 at 4% or $627,577 at 6%; with 50% employer match about $627,577 at 4% or $418,384 at 6%; with 100% employer match about $470,683 at 4% or $313,788 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-5$427,058$85,341$17,068iApproximate average salary by contribution assumption: employee only about $426,705 at 4% or $284,470 at 6%; with 50% employer match about $284,470 at 4% or $189,647 at 6%; with 100% employer match about $213,353 at 4% or $142,235 at 6%.
B RAI GUPTA, MD, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-2$30,132$102,932$51,466iApproximate average salary by contribution assumption: employee only about $1,286,650 at 4% or $857,767 at 6%; with 50% employer match about $857,767 at 4% or $571,844 at 6%; with 100% employer match about $643,325 at 4% or $428,883 at 6%.
200424$422,830$208,309$52,077iApproximate average salary by contribution assumption: employee only about $1,301,931 at 4% or $867,954 at 6%; with 50% employer match about $867,954 at 4% or $578,636 at 6%; with 100% employer match about $650,966 at 4% or $433,977 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-4$325,408$107,618$26,905iApproximate average salary by contribution assumption: employee only about $672,613 at 4% or $448,408 at 6%; with 50% employer match about $448,408 at 4% or $298,939 at 6%; with 100% employer match about $336,306 at 4% or $224,204 at 6%.
B RAI GUPTA, MD, PA WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$97,422$100,691$33,564iApproximate average salary by contribution assumption: employee only about $839,092 at 4% or $559,394 at 6%; with 50% employer match about $559,394 at 4% or $372,930 at 6%; with 100% employer match about $419,546 at 4% or $279,697 at 6%.
200315$205,451$98,653$19,731iApproximate average salary by contribution assumption: employee only about $493,265 at 4% or $328,843 at 6%; with 50% employer match about $328,843 at 4% or $219,229 at 6%; with 100% employer match about $246,632 at 4% or $164,422 at 6%.
B. Rai Gupta, M.D., P.A. Profit Sharing Plan-5$205,451$98,653$19,731iApproximate average salary by contribution assumption: employee only about $493,265 at 4% or $328,843 at 6%; with 50% employer match about $328,843 at 4% or $219,229 at 6%; with 100% employer match about $246,632 at 4% or $164,422 at 6%.