Sunil N. Lalla, M.D., P.A.
Plan context: Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust
EIN 65-0714124 • Fort Myers, FL • 43 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$945
2025 Contributions
$945
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 1 | $945 | $945 | $945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 1 | $945 | $945 | $945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 14 | $7,270,197 | $0 | - |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 5 | $4,105,926 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 14 | $3,164,271 | - | - |
| 2023 | 2 | 16 | $6,711,087 | $126,437 | $7,902iApproximate average salary by contribution assumption: employee only about $197,558 at 4% or $131,705 at 6%; with 50% employer match about $131,705 at 4% or $87,803 at 6%; with 100% employer match about $98,779 at 4% or $65,853 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 6 | $3,812,826 | $27,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 16 | $2,898,261 | $99,437 | $6,215iApproximate average salary by contribution assumption: employee only about $155,370 at 4% or $103,580 at 6%; with 50% employer match about $103,580 at 4% or $69,053 at 6%; with 100% employer match about $77,685 at 4% or $51,790 at 6%. |
| 2022 | 2 | 22 | $5,672,046 | $74,724 | $3,397iApproximate average salary by contribution assumption: employee only about $84,914 at 4% or $56,609 at 6%; with 50% employer match about $56,609 at 4% or $37,739 at 6%; with 100% employer match about $42,457 at 4% or $28,305 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 6 | $3,343,772 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 22 | $2,328,274 | $74,724 | $3,397iApproximate average salary by contribution assumption: employee only about $84,914 at 4% or $56,609 at 6%; with 50% employer match about $56,609 at 4% or $37,739 at 6%; with 100% employer match about $42,457 at 4% or $28,305 at 6%. |
| 2021 | 2 | 22 | $6,670,073 | $101,828 | $4,629iApproximate average salary by contribution assumption: employee only about $115,714 at 4% or $77,142 at 6%; with 50% employer match about $77,142 at 4% or $51,428 at 6%; with 100% employer match about $57,857 at 4% or $38,571 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 6 | $3,971,316 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 22 | $2,698,757 | $101,828 | $4,629iApproximate average salary by contribution assumption: employee only about $115,714 at 4% or $77,142 at 6%; with 50% employer match about $77,142 at 4% or $51,428 at 6%; with 100% employer match about $57,857 at 4% or $38,571 at 6%. |
| 2020 | 2 | 22 | $7,265,733 | $137,350 | $6,243iApproximate average salary by contribution assumption: employee only about $156,080 at 4% or $104,053 at 6%; with 50% employer match about $104,053 at 4% or $69,369 at 6%; with 100% employer match about $78,040 at 4% or $52,027 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 6 | $3,931,318 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 22 | $3,334,415 | $137,350 | $6,243iApproximate average salary by contribution assumption: employee only about $156,080 at 4% or $104,053 at 6%; with 50% employer match about $104,053 at 4% or $69,369 at 6%; with 100% employer match about $78,040 at 4% or $52,027 at 6%. |
| 2019 | 2 | 19 | $6,123,469 | $308,551 | $16,240iApproximate average salary by contribution assumption: employee only about $405,988 at 4% or $270,659 at 6%; with 50% employer match about $270,659 at 4% or $180,439 at 6%; with 100% employer match about $202,994 at 4% or $135,329 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 7 | $3,429,094 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 19 | $2,694,375 | $108,551 | $5,713iApproximate average salary by contribution assumption: employee only about $142,830 at 4% or $95,220 at 6%; with 50% employer match about $95,220 at 4% or $63,480 at 6%; with 100% employer match about $71,415 at 4% or $47,610 at 6%. |
| 2018 | 2 | 17 | $4,827,756 | $296,510 | $17,442iApproximate average salary by contribution assumption: employee only about $436,044 at 4% or $290,696 at 6%; with 50% employer match about $290,696 at 4% or $193,797 at 6%; with 100% employer match about $218,022 at 4% or $145,348 at 6%. |
| SUNIL N. LALLA, M.D., P.A. CASH BALANCE PLAN | - | 6 | $2,709,714 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 17 | $2,118,042 | $96,510 | $5,677iApproximate average salary by contribution assumption: employee only about $141,926 at 4% or $94,618 at 6%; with 50% employer match about $94,618 at 4% or $63,078 at 6%; with 100% employer match about $70,963 at 4% or $47,309 at 6%. |
| 2017 | 2 | 15 | $4,998,234 | $275,929 | $18,395iApproximate average salary by contribution assumption: employee only about $459,882 at 4% or $306,588 at 6%; with 50% employer match about $306,588 at 4% or $204,392 at 6%; with 100% employer match about $229,941 at 4% or $153,294 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 7 | $2,811,672 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 15 | $2,186,562 | $75,929 | $5,062iApproximate average salary by contribution assumption: employee only about $126,548 at 4% or $84,366 at 6%; with 50% employer match about $84,366 at 4% or $56,244 at 6%; with 100% employer match about $63,274 at 4% or $42,183 at 6%. |
| 2016 | 2 | 14 | $4,148,614 | $372,215 | $26,587iApproximate average salary by contribution assumption: employee only about $664,670 at 4% or $443,113 at 6%; with 50% employer match about $443,113 at 4% or $295,409 at 6%; with 100% employer match about $332,335 at 4% or $221,557 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 6 | $2,340,543 | $300,000 | $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%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 14 | $1,808,071 | $72,215 | $5,158iApproximate average salary by contribution assumption: employee only about $128,955 at 4% or $85,970 at 6%; with 50% employer match about $85,970 at 4% or $57,313 at 6%; with 100% employer match about $64,478 at 4% or $42,985 at 6%. |
| 2015 | 2 | 12 | $3,532,910 | $366,558 | $30,547iApproximate average salary by contribution assumption: employee only about $763,663 at 4% or $509,108 at 6%; with 50% employer match about $509,108 at 4% or $339,406 at 6%; with 100% employer match about $381,831 at 4% or $254,554 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 6 | $1,924,571 | $302,000 | $50,333iApproximate average salary by contribution assumption: employee only about $1,258,333 at 4% or $838,889 at 6%; with 50% employer match about $838,889 at 4% or $559,259 at 6%; with 100% employer match about $629,167 at 4% or $419,444 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 12 | $1,608,339 | $64,558 | $5,380iApproximate average salary by contribution assumption: employee only about $134,496 at 4% or $89,664 at 6%; with 50% employer match about $89,664 at 4% or $59,776 at 6%; with 100% employer match about $67,248 at 4% or $44,832 at 6%. |
| 2014 | 2 | 10 | $3,241,502 | $366,041 | $36,604iApproximate average salary by contribution assumption: employee only about $915,103 at 4% or $610,068 at 6%; with 50% employer match about $610,068 at 4% or $406,712 at 6%; with 100% employer match about $457,551 at 4% or $305,034 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 4 | $1,683,870 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 10 | $1,557,632 | $66,041 | $6,604iApproximate average salary by contribution assumption: employee only about $165,103 at 4% or $110,068 at 6%; with 50% employer match about $110,068 at 4% or $73,379 at 6%; with 100% employer match about $82,551 at 4% or $55,034 at 6%. |
| 2013 | 2 | 6 | $2,675,174 | $369,365 | $61,561iApproximate average salary by contribution assumption: employee only about $1,539,021 at 4% or $1,026,014 at 6%; with 50% employer match about $1,026,014 at 4% or $684,009 at 6%; with 100% employer match about $769,510 at 4% or $513,007 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 6 | $1,360,982 | $69,365 | $11,561iApproximate average salary by contribution assumption: employee only about $289,021 at 4% or $192,681 at 6%; with 50% employer match about $192,681 at 4% or $128,454 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 4 | $1,314,192 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2012 | 2 | 5 | $1,961,846 | $399,579 | $79,916iApproximate average salary by contribution assumption: employee only about $1,997,895 at 4% or $1,331,930 at 6%; with 50% employer match about $1,331,930 at 4% or $887,953 at 6%; with 100% employer match about $998,948 at 4% or $665,965 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 5 | $1,066,151 | $71,179 | $14,236iApproximate average salary by contribution assumption: employee only about $355,895 at 4% or $237,263 at 6%; with 50% employer match about $237,263 at 4% or $158,176 at 6%; with 100% employer match about $177,948 at 4% or $118,632 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 3 | $895,695 | $328,400 | $109,467iApproximate average salary by contribution assumption: employee only about $2,736,667 at 4% or $1,824,444 at 6%; with 50% employer match about $1,824,444 at 4% or $1,216,296 at 6%; with 100% employer match about $1,368,333 at 4% or $912,222 at 6%. |
| 2011 | 2 | 6 | $1,416,068 | $375,782 | $62,630iApproximate average salary by contribution assumption: employee only about $1,565,758 at 4% or $1,043,839 at 6%; with 50% employer match about $1,043,839 at 4% or $695,893 at 6%; with 100% employer match about $782,879 at 4% or $521,919 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 6 | $869,844 | $94,782 | $15,797iApproximate average salary by contribution assumption: employee only about $394,925 at 4% or $263,283 at 6%; with 50% employer match about $263,283 at 4% or $175,522 at 6%; with 100% employer match about $197,463 at 4% or $131,642 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 6 | $546,224 | $281,000 | $46,833iApproximate average salary by contribution assumption: employee only about $1,170,833 at 4% or $780,556 at 6%; with 50% employer match about $780,556 at 4% or $520,370 at 6%; with 100% employer match about $585,417 at 4% or $390,278 at 6%. |
| 2010 | 2 | 6 | $1,093,695 | $305,292 | $50,882iApproximate average salary by contribution assumption: employee only about $1,272,050 at 4% or $848,033 at 6%; with 50% employer match about $848,033 at 4% or $565,356 at 6%; with 100% employer match about $636,025 at 4% or $424,017 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 6 | $828,749 | $40,346 | $6,724iApproximate average salary by contribution assumption: employee only about $168,108 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,715 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%. |
| SUNIL N LALLA MD PA CASH BALANCE PLAN | - | 6 | $264,946 | $264,946 | $44,158iApproximate average salary by contribution assumption: employee only about $1,103,942 at 4% or $735,961 at 6%; with 50% employer match about $735,961 at 4% or $490,641 at 6%; with 100% employer match about $551,971 at 4% or $367,981 at 6%. |
| 2009 | 1 | 4 | $687,603 | $54,255 | $13,564iApproximate average salary by contribution assumption: employee only about $339,094 at 4% or $226,063 at 6%; with 50% employer match about $226,063 at 4% or $150,708 at 6%; with 100% employer match about $169,547 at 4% or $113,031 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 4 | $687,603 | $54,255 | $13,564iApproximate average salary by contribution assumption: employee only about $339,094 at 4% or $226,063 at 6%; with 50% employer match about $226,063 at 4% or $150,708 at 6%; with 100% employer match about $169,547 at 4% or $113,031 at 6%. |
| 2008 | 1 | 2 | $489,929 | $49,193 | $24,597iApproximate average salary by contribution assumption: employee only about $614,913 at 4% or $409,942 at 6%; with 50% employer match about $409,942 at 4% or $273,294 at 6%; with 100% employer match about $307,456 at 4% or $204,971 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 2 | $489,929 | $49,193 | $24,597iApproximate average salary by contribution assumption: employee only about $614,913 at 4% or $409,942 at 6%; with 50% employer match about $409,942 at 4% or $273,294 at 6%; with 100% employer match about $307,456 at 4% or $204,971 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 1 | $641,484 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 1 | $641,484 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 1 | $677,539 | $34,090 | $34,090iApproximate average salary by contribution assumption: employee only about $852,250 at 4% or $568,167 at 6%; with 50% employer match about $568,167 at 4% or $378,778 at 6%; with 100% employer match about $426,125 at 4% or $284,083 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 1 | $677,539 | $34,090 | $34,090iApproximate average salary by contribution assumption: employee only about $852,250 at 4% or $568,167 at 6%; with 50% employer match about $568,167 at 4% or $378,778 at 6%; with 100% employer match about $426,125 at 4% or $284,083 at 6%. |
| 2004 | 1 | 4 | $594,465 | $37,594 | $9,399iApproximate average salary by contribution assumption: employee only about $234,963 at 4% or $156,642 at 6%; with 50% employer match about $156,642 at 4% or $104,428 at 6%; with 100% employer match about $117,481 at 4% or $78,321 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 4 | $594,465 | $37,594 | $9,399iApproximate average salary by contribution assumption: employee only about $234,963 at 4% or $156,642 at 6%; with 50% employer match about $156,642 at 4% or $104,428 at 6%; with 100% employer match about $117,481 at 4% or $78,321 at 6%. |
| 2003 | 1 | 4 | $502,574 | $39,676 | $9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 4 | $502,574 | $39,676 | $9,919iApproximate average salary by contribution assumption: employee only about $247,975 at 4% or $165,317 at 6%; with 50% employer match about $165,317 at 4% or $110,211 at 6%; with 100% employer match about $123,988 at 4% or $82,658 at 6%. |
| 2002 | 1 | 4 | $371,684 | $49,184 | $12,296iApproximate average salary by contribution assumption: employee only about $307,400 at 4% or $204,933 at 6%; with 50% employer match about $204,933 at 4% or $136,622 at 6%; with 100% employer match about $153,700 at 4% or $102,467 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 4 | $371,684 | $49,184 | $12,296iApproximate average salary by contribution assumption: employee only about $307,400 at 4% or $204,933 at 6%; with 50% employer match about $204,933 at 4% or $136,622 at 6%; with 100% employer match about $153,700 at 4% or $102,467 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 2 | $388,119 | $43,500 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 2 | $388,119 | $43,500 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| 1999 | 1 | 3 | $424,338 | $47,038 | $15,679iApproximate average salary by contribution assumption: employee only about $391,983 at 4% or $261,322 at 6%; with 50% employer match about $261,322 at 4% or $174,215 at 6%; with 100% employer match about $195,992 at 4% or $130,661 at 6%. |
| Sunil N. Lalla, M.D., P.A. Profit Sharing Plan and Trust | - | 3 | $424,338 | $47,038 | $15,679iApproximate average salary by contribution assumption: employee only about $391,983 at 4% or $261,322 at 6%; with 50% employer match about $261,322 at 4% or $174,215 at 6%; with 100% employer match about $195,992 at 4% or $130,661 at 6%. |