Civic Intelligence

Rita Patel, Dds Inc.

Plan context: Rita V. Patel, Dds Inc. 401(K) Plan

EIN 75-3062615 • Montclair, CA • 38 filings • 5 plans

4950 San Bernardino StreetUnit 102Montclair, CA 91763
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,453,120

2025 Contributions

$240,171

Historical Graphs

Total Assets Over Time

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

$3,849,589$1,924,795$0200720162025YearValue
$1,453,120Latest year 2025

Participants Over Time

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

1160200420152025YearValue
9Latest year 2025

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
202519$1,453,120$240,171$26,686iApproximate average salary by contribution assumption: employee only about $667,142 at 4% or $444,761 at 6%; with 50% employer match about $444,761 at 4% or $296,507 at 6%; with 100% employer match about $333,571 at 4% or $222,381 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-9$1,453,120$240,171$26,686iApproximate average salary by contribution assumption: employee only about $667,142 at 4% or $444,761 at 6%; with 50% employer match about $444,761 at 4% or $296,507 at 6%; with 100% employer match about $333,571 at 4% or $222,381 at 6%.
202419$1,144,040$228,322$25,369iApproximate average salary by contribution assumption: employee only about $634,228 at 4% or $422,819 at 6%; with 50% employer match about $422,819 at 4% or $281,879 at 6%; with 100% employer match about $317,114 at 4% or $211,409 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-9$1,144,040$228,322$25,369iApproximate average salary by contribution assumption: employee only about $634,228 at 4% or $422,819 at 6%; with 50% employer match about $422,819 at 4% or $281,879 at 6%; with 100% employer match about $317,114 at 4% or $211,409 at 6%.
202319$1,219,922$196,332$21,815iApproximate average salary by contribution assumption: employee only about $545,367 at 4% or $363,578 at 6%; with 50% employer match about $363,578 at 4% or $242,385 at 6%; with 100% employer match about $272,683 at 4% or $181,789 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-9$1,219,922$196,332$21,815iApproximate average salary by contribution assumption: employee only about $545,367 at 4% or $363,578 at 6%; with 50% employer match about $363,578 at 4% or $242,385 at 6%; with 100% employer match about $272,683 at 4% or $181,789 at 6%.
202217$1,260,169$186,159$26,594iApproximate average salary by contribution assumption: employee only about $664,854 at 4% or $443,236 at 6%; with 50% employer match about $443,236 at 4% or $295,490 at 6%; with 100% employer match about $332,427 at 4% or $221,618 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-7$1,260,169$186,159$26,594iApproximate average salary by contribution assumption: employee only about $664,854 at 4% or $443,236 at 6%; with 50% employer match about $443,236 at 4% or $295,490 at 6%; with 100% employer match about $332,427 at 4% or $221,618 at 6%.
202129$1,131,687$157,071$17,452iApproximate average salary by contribution assumption: employee only about $436,308 at 4% or $290,872 at 6%; with 50% employer match about $290,872 at 4% or $193,915 at 6%; with 100% employer match about $218,154 at 4% or $145,436 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-9$1,131,687$157,071$17,452iApproximate average salary by contribution assumption: employee only about $436,308 at 4% or $290,872 at 6%; with 50% employer match about $290,872 at 4% or $193,915 at 6%; with 100% employer match about $218,154 at 4% or $145,436 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
202029$3,849,589$109,768$12,196iApproximate average salary by contribution assumption: employee only about $304,911 at 4% or $203,274 at 6%; with 50% employer match about $203,274 at 4% or $135,516 at 6%; with 100% employer match about $152,456 at 4% or $101,637 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$3,149,623$0-
Rita V. Patel, Dds Inc. 401(K) Plan-9$699,966$109,768$12,196iApproximate average salary by contribution assumption: employee only about $304,911 at 4% or $203,274 at 6%; with 50% employer match about $203,274 at 4% or $135,516 at 6%; with 100% employer match about $152,456 at 4% or $101,637 at 6%.
201929$3,546,376$93,104$10,345iApproximate average salary by contribution assumption: employee only about $258,622 at 4% or $172,415 at 6%; with 50% employer match about $172,415 at 4% or $114,943 at 6%; with 100% employer match about $129,311 at 4% or $86,207 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$2,975,058$0-
Rita V. Patel, Dds Inc. 401(K) Plan-9$571,318$93,104$10,345iApproximate average salary by contribution assumption: employee only about $258,622 at 4% or $172,415 at 6%; with 50% employer match about $172,415 at 4% or $114,943 at 6%; with 100% employer match about $129,311 at 4% or $86,207 at 6%.
2018210$3,287,745$177,030$17,703iApproximate average salary by contribution assumption: employee only about $442,575 at 4% or $295,050 at 6%; with 50% employer match about $295,050 at 4% or $196,700 at 6%; with 100% employer match about $221,288 at 4% or $147,525 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-10$2,831,822$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-9$455,923$77,030$8,559iApproximate average salary by contribution assumption: employee only about $213,972 at 4% or $142,648 at 6%; with 50% employer match about $142,648 at 4% or $95,099 at 6%; with 100% employer match about $106,986 at 4% or $71,324 at 6%.
2017211$3,379,339$315,714$28,701iApproximate average salary by contribution assumption: employee only about $717,532 at 4% or $478,355 at 6%; with 50% employer match about $478,355 at 4% or $318,903 at 6%; with 100% employer match about $358,766 at 4% or $239,177 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-11$2,961,766$275,140$25,013iApproximate average salary by contribution assumption: employee only about $625,318 at 4% or $416,879 at 6%; with 50% employer match about $416,879 at 4% or $277,919 at 6%; with 100% employer match about $312,659 at 4% or $208,439 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-8$417,573$40,574$5,072iApproximate average salary by contribution assumption: employee only about $126,794 at 4% or $84,529 at 6%; with 50% employer match about $84,529 at 4% or $56,353 at 6%; with 100% employer match about $63,397 at 4% or $42,265 at 6%.
201626$2,955,761$270,324$45,054iApproximate average salary by contribution assumption: employee only about $1,126,350 at 4% or $750,900 at 6%; with 50% employer match about $750,900 at 4% or $500,600 at 6%; with 100% employer match about $563,175 at 4% or $375,450 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-6$2,613,377$224,860$37,477iApproximate average salary by contribution assumption: employee only about $936,917 at 4% or $624,611 at 6%; with 50% employer match about $624,611 at 4% or $416,407 at 6%; with 100% employer match about $468,458 at 4% or $312,306 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-4$342,384$45,464$11,366iApproximate average salary by contribution assumption: employee only about $284,150 at 4% or $189,433 at 6%; with 50% employer match about $189,433 at 4% or $126,289 at 6%; with 100% employer match about $142,075 at 4% or $94,717 at 6%.
201526$2,718,649$178,322$29,720iApproximate average salary by contribution assumption: employee only about $743,008 at 4% or $495,339 at 6%; with 50% employer match about $495,339 at 4% or $330,226 at 6%; with 100% employer match about $371,504 at 4% or $247,669 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-6$2,421,884$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-4$296,765$3,322$831iApproximate average salary by contribution assumption: employee only about $20,763 at 4% or $13,842 at 6%; with 50% employer match about $13,842 at 4% or $9,228 at 6%; with 100% employer match about $10,381 at 4% or $6,921 at 6%.
201427$2,535,762$302,328$43,190iApproximate average salary by contribution assumption: employee only about $1,079,743 at 4% or $719,829 at 6%; with 50% employer match about $719,829 at 4% or $479,886 at 6%; with 100% employer match about $539,871 at 4% or $359,914 at 6%.
RITA PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$2,256,172$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-4$279,590$2,328$582iApproximate average salary by contribution assumption: employee only about $14,550 at 4% or $9,700 at 6%; with 50% employer match about $9,700 at 4% or $6,467 at 6%; with 100% employer match about $7,275 at 4% or $4,850 at 6%.
201327$2,386,693$301,574$43,082iApproximate average salary by contribution assumption: employee only about $1,077,050 at 4% or $718,033 at 6%; with 50% employer match about $718,033 at 4% or $478,689 at 6%; with 100% employer match about $538,525 at 4% or $359,017 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$2,096,473$281,746$40,249iApproximate average salary by contribution assumption: employee only about $1,006,236 at 4% or $670,824 at 6%; with 50% employer match about $670,824 at 4% or $447,216 at 6%; with 100% employer match about $503,118 at 4% or $335,412 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-4$290,220$19,828$4,957iApproximate average salary by contribution assumption: employee only about $123,925 at 4% or $82,617 at 6%; with 50% employer match about $82,617 at 4% or $55,078 at 6%; with 100% employer match about $61,963 at 4% or $41,308 at 6%.
201227$2,001,799$354,188$50,598iApproximate average salary by contribution assumption: employee only about $1,264,957 at 4% or $843,305 at 6%; with 50% employer match about $843,305 at 4% or $562,203 at 6%; with 100% employer match about $632,479 at 4% or $421,652 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$1,709,996$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-3$291,803$54,188$18,063iApproximate average salary by contribution assumption: employee only about $451,567 at 4% or $301,044 at 6%; with 50% employer match about $301,044 at 4% or $200,696 at 6%; with 100% employer match about $225,783 at 4% or $150,522 at 6%.
201126$1,698,068$515,134$85,856iApproximate average salary by contribution assumption: employee only about $2,146,392 at 4% or $1,430,928 at 6%; with 50% employer match about $1,430,928 at 4% or $953,952 at 6%; with 100% employer match about $1,073,196 at 4% or $715,464 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-6$1,366,848$418,319$69,720iApproximate average salary by contribution assumption: employee only about $1,742,996 at 4% or $1,161,997 at 6%; with 50% employer match about $1,161,997 at 4% or $774,665 at 6%; with 100% employer match about $871,498 at 4% or $580,999 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-5$331,220$96,815$19,363iApproximate average salary by contribution assumption: employee only about $484,075 at 4% or $322,717 at 6%; with 50% employer match about $322,717 at 4% or $215,144 at 6%; with 100% employer match about $242,038 at 4% or $161,358 at 6%.
201038$2,045,423$667,981$83,498iApproximate average salary by contribution assumption: employee only about $2,087,441 at 4% or $1,391,627 at 6%; with 50% employer match about $1,391,627 at 4% or $927,751 at 6%; with 100% employer match about $1,043,720 at 4% or $695,814 at 6%.
RITA PATEL DDS INC. DEFINED BENEFIT PENSION PLAN-7$902,787$281,681$40,240iApproximate average salary by contribution assumption: employee only about $1,006,004 at 4% or $670,669 at 6%; with 50% employer match about $670,669 at 4% or $447,113 at 6%; with 100% employer match about $503,002 at 4% or $335,335 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-7$902,787$281,681$40,240iApproximate average salary by contribution assumption: employee only about $1,006,004 at 4% or $670,669 at 6%; with 50% employer match about $670,669 at 4% or $447,113 at 6%; with 100% employer match about $503,002 at 4% or $335,335 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-8$239,849$104,619$13,077iApproximate average salary by contribution assumption: employee only about $326,934 at 4% or $217,956 at 6%; with 50% employer match about $217,956 at 4% or $145,304 at 6%; with 100% employer match about $163,467 at 4% or $108,978 at 6%.
200927$754,188$350,633$50,090iApproximate average salary by contribution assumption: employee only about $1,252,261 at 4% or $834,840 at 6%; with 50% employer match about $834,840 at 4% or $556,560 at 6%; with 100% employer match about $626,130 at 4% or $417,420 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-4$606,689$285,000$71,250iApproximate average salary by contribution assumption: employee only about $1,781,250 at 4% or $1,187,500 at 6%; with 50% employer match about $1,187,500 at 4% or $791,667 at 6%; with 100% employer match about $890,625 at 4% or $593,750 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-7$147,499$65,633$9,376iApproximate average salary by contribution assumption: employee only about $234,404 at 4% or $156,269 at 6%; with 50% employer match about $156,269 at 4% or $104,179 at 6%; with 100% employer match about $117,202 at 4% or $78,135 at 6%.
200828$384,437$200,127$25,016iApproximate average salary by contribution assumption: employee only about $625,397 at 4% or $416,931 at 6%; with 50% employer match about $416,931 at 4% or $277,954 at 6%; with 100% employer match about $312,698 at 4% or $208,466 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-4$302,410$159,059$39,765iApproximate average salary by contribution assumption: employee only about $994,119 at 4% or $662,746 at 6%; with 50% employer match about $662,746 at 4% or $441,831 at 6%; with 100% employer match about $497,059 at 4% or $331,373 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-8$82,027$41,068$5,134iApproximate average salary by contribution assumption: employee only about $128,338 at 4% or $85,558 at 6%; with 50% employer match about $85,558 at 4% or $57,039 at 6%; with 100% employer match about $64,169 at 4% or $42,779 at 6%.
200728$41,326$41,326$5,166iApproximate average salary by contribution assumption: employee only about $129,144 at 4% or $86,096 at 6%; with 50% employer match about $86,096 at 4% or $57,397 at 6%; with 100% employer match about $64,572 at 4% or $43,048 at 6%.
Rita V. Patel, Dds Inc. 401(K) Plan-8$41,326$41,326$5,166iApproximate average salary by contribution assumption: employee only about $129,144 at 4% or $86,096 at 6%; with 50% employer match about $86,096 at 4% or $57,397 at 6%; with 100% employer match about $64,572 at 4% or $43,048 at 6%.
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-2---
200611$0$0-
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-1---
200512$0$0-
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-2---
200411$0$0-
RITA V. PATEL, DDS, INC. DEFINED BENEFIT PENSION PLAN-1---