S.B. Kodali, MD
Plan context: Dr. Suresh B. Kodali, MD, Cash Balance Pension Plan and Trust
EIN 61-1140589 • Louisville, KY • 27 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
19
2019 Assets
$1,247,892
2019 Contributions
$27,117
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 |
|---|---|---|---|---|---|
| 2019 | 3 | 0 | $0 | $27,117 | - |
| Dr. Suresh B. Kodali, MD, Cash Balance Pension Plan and Trust | - | 0 | $0 | $27,117 | - |
| DR. SURESH B. KODALI, MD, PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 0 | $0 | - | - |
| 2018 | 3 | 19 | $1,247,892 | $259,106 | $13,637iApproximate average salary by contribution assumption: employee only about $340,929 at 4% or $227,286 at 6%; with 50% employer match about $227,286 at 4% or $151,524 at 6%; with 100% employer match about $170,464 at 4% or $113,643 at 6%. |
| Dr. Suresh B. Kodali, MD, Cash Balance Pension Plan and Trust | - | 7 | $1,085,989 | $258,272 | $36,896iApproximate average salary by contribution assumption: employee only about $922,400 at 4% or $614,933 at 6%; with 50% employer match about $614,933 at 4% or $409,956 at 6%; with 100% employer match about $461,200 at 4% or $307,467 at 6%. |
| DR. SURESH B. KODALI, MD, PROFIT SHARING PLAN AND TRUST | - | 19 | $185,053 | $834 | $44iApproximate average salary by contribution assumption: employee only about $1,097 at 4% or $732 at 6%; with 50% employer match about $732 at 4% or $488 at 6%; with 100% employer match about $549 at 4% or $366 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | -$23,150 | - | - |
| 2017 | 3 | 17 | $1,055,713 | $277,833 | $16,343iApproximate average salary by contribution assumption: employee only about $408,578 at 4% or $272,385 at 6%; with 50% employer match about $272,385 at 4% or $181,590 at 6%; with 100% employer match about $204,289 at 4% or $136,193 at 6%. |
| Dr. Suresh B. Kodali, MD, Cash Balance Pension Plan and Trust | - | 8 | $874,059 | $209,000 | $26,125iApproximate average salary by contribution assumption: employee only about $653,125 at 4% or $435,417 at 6%; with 50% employer match about $435,417 at 4% or $290,278 at 6%; with 100% employer match about $326,563 at 4% or $217,708 at 6%. |
| DR. SURESH B. KODALI, MD, PROFIT SHARING PLAN AND TRUST | - | 17 | $198,833 | $68,833 | $4,049iApproximate average salary by contribution assumption: employee only about $101,225 at 4% or $67,483 at 6%; with 50% employer match about $67,483 at 4% or $44,989 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | -$17,179 | - | - |
| 2016 | 1 | 1 | -$4,657 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | -$4,657 | - | - |
| 2015 | 1 | 1 | $6,560 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $6,560 | - | - |
| 2014 | 1 | 1 | $16,626 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $16,626 | - | - |
| 2013 | 1 | 1 | $25,587 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $25,587 | - | - |
| 2012 | 1 | 1 | $33,759 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $33,759 | $0 | - |
| 2011 | 1 | 1 | $42,827 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $42,827 | $0 | - |
| 2010 | 1 | 1 | $46,608 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $46,608 | $0 | - |
| 2009 | 1 | 1 | $49,478 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $49,478 | - | - |
| 2008 | 1 | 1 | $53,829 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $53,829 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | - | - | - |
| 2006 | 1 | 1 | $60,148 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $60,148 | - | - |
| 2005 | 1 | 1 | $62,438 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $62,438 | - | - |
| 2004 | 1 | 1 | $64,296 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $64,296 | - | - |
| 2003 | 1 | 1 | $65,097 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $65,097 | - | - |
| 2002 | 1 | 1 | $65,439 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $65,439 | - | - |
| 2001 | 1 | 1 | $65,140 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $65,140 | - | - |
| 2000 | 1 | 1 | $64,396 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $64,396 | - | - |
| 1999 | 1 | 1 | $63,198 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $63,198 | - | - |