Civic Intelligence
Filing

Dr Patels Retirement Plan

Nirupama P Patel • EIN 76-0066501 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

5 → 5

0 • 0.00%

Assets

Up

$177,216 → $316,638

$139,422 • 78.67%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$0

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202526$10,531,076$0-
Dr Patels Retirement Plan-6$9,430,802--
Dr Patels Retirement Plan-0$1,100,274--
202426$2,046,076$92,381$15,397iApproximate average salary by contribution assumption: employee only about $384,921 at 4% or $256,614 at 6%; with 50% employer match about $256,614 at 4% or $171,076 at 6%; with 100% employer match about $192,460 at 4% or $128,307 at 6%.
Dr Patels Retirement Plan-6$1,102,274$92,381$15,397iApproximate average salary by contribution assumption: employee only about $384,921 at 4% or $256,614 at 6%; with 50% employer match about $256,614 at 4% or $171,076 at 6%; with 100% employer match about $192,460 at 4% or $128,307 at 6%.
Dr Patels Retirement Plan-6$943,802--
202326$1,825,240$111,208$18,535iApproximate average salary by contribution assumption: employee only about $463,367 at 4% or $308,911 at 6%; with 50% employer match about $308,911 at 4% or $205,941 at 6%; with 100% employer match about $231,683 at 4% or $154,456 at 6%.
Dr Patels Retirement Plan-6$939,334$92,683$15,447iApproximate average salary by contribution assumption: employee only about $386,179 at 4% or $257,453 at 6%; with 50% employer match about $257,453 at 4% or $171,635 at 6%; with 100% employer match about $193,090 at 4% or $128,726 at 6%.
Dr Patels Retirement Plan-6$885,906$18,525$3,088iApproximate average salary by contribution assumption: employee only about $77,188 at 4% or $51,458 at 6%; with 50% employer match about $51,458 at 4% or $34,306 at 6%; with 100% employer match about $38,594 at 4% or $25,729 at 6%.
202228$1,228,620$112,983$14,123iApproximate average salary by contribution assumption: employee only about $353,072 at 4% or $235,381 at 6%; with 50% employer match about $235,381 at 4% or $156,921 at 6%; with 100% employer match about $176,536 at 4% or $117,691 at 6%.
Dr Patels Retirement Plan-8$652,125$18,830$2,354iApproximate average salary by contribution assumption: employee only about $58,844 at 4% or $39,229 at 6%; with 50% employer match about $39,229 at 4% or $26,153 at 6%; with 100% employer match about $29,422 at 4% or $19,615 at 6%.
Dr Patels Retirement Plan-8$576,495$94,153$11,769iApproximate average salary by contribution assumption: employee only about $294,228 at 4% or $196,152 at 6%; with 50% employer match about $196,152 at 4% or $130,768 at 6%; with 100% employer match about $147,114 at 4% or $98,076 at 6%.
202128$2,550,780$140,848$17,606iApproximate average salary by contribution assumption: employee only about $440,150 at 4% or $293,433 at 6%; with 50% employer match about $293,433 at 4% or $195,622 at 6%; with 100% employer match about $220,075 at 4% or $146,717 at 6%.
Dr Patels Retirement Plan-8$1,500,493$72,814$9,102iApproximate average salary by contribution assumption: employee only about $227,544 at 4% or $151,696 at 6%; with 50% employer match about $151,696 at 4% or $101,131 at 6%; with 100% employer match about $113,772 at 4% or $75,848 at 6%.
Dr Patels Retirement Plan-8$1,050,287$68,034$8,504iApproximate average salary by contribution assumption: employee only about $212,606 at 4% or $141,738 at 6%; with 50% employer match about $141,738 at 4% or $94,492 at 6%; with 100% employer match about $106,303 at 4% or $70,869 at 6%.
202027$2,679,264$125,409$17,916iApproximate average salary by contribution assumption: employee only about $447,889 at 4% or $298,593 at 6%; with 50% employer match about $298,593 at 4% or $199,062 at 6%; with 100% employer match about $223,945 at 4% or $149,296 at 6%.
Dr Patels Retirement Plan-7$1,512,650$58,693$8,385iApproximate average salary by contribution assumption: employee only about $209,618 at 4% or $139,745 at 6%; with 50% employer match about $139,745 at 4% or $93,163 at 6%; with 100% employer match about $104,809 at 4% or $69,873 at 6%.
Dr Patels Retirement Plan-7$1,166,614$66,716$9,531iApproximate average salary by contribution assumption: employee only about $238,271 at 4% or $158,848 at 6%; with 50% employer match about $158,848 at 4% or $105,898 at 6%; with 100% employer match about $119,136 at 4% or $79,424 at 6%.
201926$1,594,715$112,685$18,781iApproximate average salary by contribution assumption: employee only about $469,521 at 4% or $313,014 at 6%; with 50% employer match about $313,014 at 4% or $208,676 at 6%; with 100% employer match about $234,760 at 4% or $156,507 at 6%.
Dr Patels Retirement Plan-6$798,637$45,970$7,662iApproximate average salary by contribution assumption: employee only about $191,542 at 4% or $127,694 at 6%; with 50% employer match about $127,694 at 4% or $85,130 at 6%; with 100% employer match about $95,771 at 4% or $63,847 at 6%.
Dr Patels Retirement Plan-6$796,078$66,715$11,119iApproximate average salary by contribution assumption: employee only about $277,979 at 4% or $185,319 at 6%; with 50% employer match about $185,319 at 4% or $123,546 at 6%; with 100% employer match about $138,990 at 4% or $92,660 at 6%.
201827$1,439,522$111,456$15,922iApproximate average salary by contribution assumption: employee only about $398,057 at 4% or $265,371 at 6%; with 50% employer match about $265,371 at 4% or $176,914 at 6%; with 100% employer match about $199,029 at 4% or $132,686 at 6%.
Dr Patels Retirement Plan-7$729,363$65,977$9,425iApproximate average salary by contribution assumption: employee only about $235,632 at 4% or $157,088 at 6%; with 50% employer match about $157,088 at 4% or $104,725 at 6%; with 100% employer match about $117,816 at 4% or $78,544 at 6%.
Dr Patels Retirement Plan-7$710,159$45,479$6,497iApproximate average salary by contribution assumption: employee only about $162,425 at 4% or $108,283 at 6%; with 50% employer match about $108,283 at 4% or $72,189 at 6%; with 100% employer match about $81,213 at 4% or $54,142 at 6%.
201726$1,310,367$107,727$17,955iApproximate average salary by contribution assumption: employee only about $448,863 at 4% or $299,242 at 6%; with 50% employer match about $299,242 at 4% or $199,494 at 6%; with 100% employer match about $224,431 at 4% or $149,621 at 6%.
Dr Patels Retirement Plan-6$719,822$63,740$10,623iApproximate average salary by contribution assumption: employee only about $265,583 at 4% or $177,056 at 6%; with 50% employer match about $177,056 at 4% or $118,037 at 6%; with 100% employer match about $132,792 at 4% or $88,528 at 6%.
Dr Patels Retirement Plan-6$590,545$43,987$7,331iApproximate average salary by contribution assumption: employee only about $183,279 at 4% or $122,186 at 6%; with 50% employer match about $122,186 at 4% or $81,457 at 6%; with 100% employer match about $91,640 at 4% or $61,093 at 6%.
201627$1,061,044$106,752$15,250iApproximate average salary by contribution assumption: employee only about $381,257 at 4% or $254,171 at 6%; with 50% employer match about $254,171 at 4% or $169,448 at 6%; with 100% employer match about $190,629 at 4% or $127,086 at 6%.
Dr Patels Retirement Plan-7$557,549$63,229$9,033iApproximate average salary by contribution assumption: employee only about $225,818 at 4% or $150,545 at 6%; with 50% employer match about $150,545 at 4% or $100,363 at 6%; with 100% employer match about $112,909 at 4% or $75,273 at 6%.
Dr Patels Retirement Plan-7$503,495$43,523$6,218iApproximate average salary by contribution assumption: employee only about $155,439 at 4% or $103,626 at 6%; with 50% employer match about $103,626 at 4% or $69,084 at 6%; with 100% employer match about $77,720 at 4% or $51,813 at 6%.
201527$639,644$38,243$5,463iApproximate average salary by contribution assumption: employee only about $136,582 at 4% or $91,055 at 6%; with 50% employer match about $91,055 at 4% or $60,703 at 6%; with 100% employer match about $68,291 at 4% or $45,527 at 6%.
Dr Patels Retirement Plan-7$639,644$38,243$5,463iApproximate average salary by contribution assumption: employee only about $136,582 at 4% or $91,055 at 6%; with 50% employer match about $91,055 at 4% or $60,703 at 6%; with 100% employer match about $68,291 at 4% or $45,527 at 6%.
Dr Patels Retirement Plan-7---
201427$1,318,924$92,428$13,204iApproximate average salary by contribution assumption: employee only about $330,100 at 4% or $220,067 at 6%; with 50% employer match about $220,067 at 4% or $146,711 at 6%; with 100% employer match about $165,050 at 4% or $110,033 at 6%.
Dr Patels Retirement Plan-7$744,835$54,641$7,806iApproximate average salary by contribution assumption: employee only about $195,146 at 4% or $130,098 at 6%; with 50% employer match about $130,098 at 4% or $86,732 at 6%; with 100% employer match about $97,573 at 4% or $65,049 at 6%.
Dr Patels Retirement Plan-7$574,089$37,787$5,398iApproximate average salary by contribution assumption: employee only about $134,954 at 4% or $89,969 at 6%; with 50% employer match about $89,969 at 4% or $59,979 at 6%; with 100% employer match about $67,477 at 4% or $44,985 at 6%.
201327$1,427,386$83,129$11,876iApproximate average salary by contribution assumption: employee only about $296,889 at 4% or $197,926 at 6%; with 50% employer match about $197,926 at 4% or $131,951 at 6%; with 100% employer match about $148,445 at 4% or $98,963 at 6%.
Dr Patels Retirement Plan-7$938,554$49,062$7,009iApproximate average salary by contribution assumption: employee only about $175,221 at 4% or $116,814 at 6%; with 50% employer match about $116,814 at 4% or $77,876 at 6%; with 100% employer match about $87,611 at 4% or $58,407 at 6%.
Dr Patels Retirement Plan-7$488,832$34,067$4,867iApproximate average salary by contribution assumption: employee only about $121,668 at 4% or $81,112 at 6%; with 50% employer match about $81,112 at 4% or $54,075 at 6%; with 100% employer match about $60,834 at 4% or $40,556 at 6%.
201227$1,074,780$83,005$11,858iApproximate average salary by contribution assumption: employee only about $296,446 at 4% or $197,631 at 6%; with 50% employer match about $197,631 at 4% or $131,754 at 6%; with 100% employer match about $148,223 at 4% or $98,815 at 6%.
Dr Patels Retirement Plan-7$659,744$48,987$6,998iApproximate average salary by contribution assumption: employee only about $174,954 at 4% or $116,636 at 6%; with 50% employer match about $116,636 at 4% or $77,757 at 6%; with 100% employer match about $87,477 at 4% or $58,318 at 6%.
Dr Patels Retirement Plan-7$415,036$34,018$4,860iApproximate average salary by contribution assumption: employee only about $121,493 at 4% or $80,995 at 6%; with 50% employer match about $80,995 at 4% or $53,997 at 6%; with 100% employer match about $60,746 at 4% or $40,498 at 6%.
201127$844,623$86,622$12,375iApproximate average salary by contribution assumption: employee only about $309,364 at 4% or $206,243 at 6%; with 50% employer match about $206,243 at 4% or $137,495 at 6%; with 100% employer match about $154,682 at 4% or $103,121 at 6%.
Dr Patels Retirement Plan-7$508,712$49,277$7,040iApproximate average salary by contribution assumption: employee only about $175,989 at 4% or $117,326 at 6%; with 50% employer match about $117,326 at 4% or $78,217 at 6%; with 100% employer match about $87,995 at 4% or $58,663 at 6%.
Dr Patels Retirement Plan-7$335,911$37,345$5,335iApproximate average salary by contribution assumption: employee only about $133,375 at 4% or $88,917 at 6%; with 50% employer match about $88,917 at 4% or $59,278 at 6%; with 100% employer match about $66,688 at 4% or $44,458 at 6%.
201028$916,333$104,149$13,019iApproximate average salary by contribution assumption: employee only about $325,466 at 4% or $216,977 at 6%; with 50% employer match about $216,977 at 4% or $144,651 at 6%; with 100% employer match about $162,733 at 4% or $108,489 at 6%.
Dr Patels Retirement Plan-8$604,591$61,674$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.
Dr Patels Retirement Plan-8$311,742$42,475$5,309iApproximate average salary by contribution assumption: employee only about $132,734 at 4% or $88,490 at 6%; with 50% employer match about $88,490 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,245 at 6%.
200925$656,384$89,019$17,804iApproximate average salary by contribution assumption: employee only about $445,095 at 4% or $296,730 at 6%; with 50% employer match about $296,730 at 4% or $197,820 at 6%; with 100% employer match about $222,548 at 4% or $148,365 at 6%.
Dr Patels Retirement Plan-5$627,584$48,211$9,642iApproximate average salary by contribution assumption: employee only about $241,055 at 4% or $160,703 at 6%; with 50% employer match about $160,703 at 4% or $107,136 at 6%; with 100% employer match about $120,528 at 4% or $80,352 at 6%.
Dr Patels Retirement Plan-5$28,800$40,808$8,162iApproximate average salary by contribution assumption: employee only about $204,040 at 4% or $136,027 at 6%; with 50% employer match about $136,027 at 4% or $90,684 at 6%; with 100% employer match about $102,020 at 4% or $68,013 at 6%.
200824$128,019$198,433$49,608iApproximate average salary by contribution assumption: employee only about $1,240,206 at 4% or $826,804 at 6%; with 50% employer match about $826,804 at 4% or $551,203 at 6%; with 100% employer match about $620,103 at 4% or $413,402 at 6%.
Dr Patels Retirement Plan-4$128,019$134,393$33,598iApproximate average salary by contribution assumption: employee only about $839,956 at 4% or $559,971 at 6%; with 50% employer match about $559,971 at 4% or $373,314 at 6%; with 100% employer match about $419,978 at 4% or $279,985 at 6%.
Dr Patels Retirement Plan-4-$64,040$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
200724$0$0-
Dr Patels Retirement Plan-4---
Dr Patels Retirement Plan-4---
200626$479,617$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%.
Dr Patels Retirement Plan-6$286,590$50,208$8,368iApproximate average salary by contribution assumption: employee only about $209,200 at 4% or $139,467 at 6%; with 50% employer match about $139,467 at 4% or $92,978 at 6%; with 100% employer match about $104,600 at 4% or $69,733 at 6%.
Dr Patels Retirement Plan-6$193,027$34,593$5,766iApproximate average salary by contribution assumption: employee only about $144,138 at 4% or $96,092 at 6%; with 50% employer match about $96,092 at 4% or $64,061 at 6%; with 100% employer match about $72,069 at 4% or $48,046 at 6%.
200525$375,326$60,262$12,052iApproximate average salary by contribution assumption: employee only about $301,310 at 4% or $200,873 at 6%; with 50% employer match about $200,873 at 4% or $133,916 at 6%; with 100% employer match about $150,655 at 4% or $100,437 at 6%.
Dr Patels Retirement Plan-5$200,499$24,117$4,823iApproximate average salary by contribution assumption: employee only about $120,585 at 4% or $80,390 at 6%; with 50% employer match about $80,390 at 4% or $53,593 at 6%; with 100% employer match about $60,292 at 4% or $40,195 at 6%.
Dr Patels Retirement Plan-5$174,827$36,145$7,229iApproximate average salary by contribution assumption: employee only about $180,725 at 4% or $120,483 at 6%; with 50% employer match about $120,483 at 4% or $80,322 at 6%; with 100% employer match about $90,363 at 4% or $60,242 at 6%.
200425$359,545$83,044$16,609iApproximate average salary by contribution assumption: employee only about $415,220 at 4% or $276,813 at 6%; with 50% employer match about $276,813 at 4% or $184,542 at 6%; with 100% employer match about $207,610 at 4% or $138,407 at 6%.
Dr Patels Retirement Plan-5$197,855$33,218$6,644iApproximate average salary by contribution assumption: employee only about $166,090 at 4% or $110,727 at 6%; with 50% employer match about $110,727 at 4% or $73,818 at 6%; with 100% employer match about $83,045 at 4% or $55,363 at 6%.
Dr Patels Retirement Plan-5$161,690$49,826$9,965iApproximate average salary by contribution assumption: employee only about $249,130 at 4% or $166,087 at 6%; with 50% employer match about $166,087 at 4% or $110,724 at 6%; with 100% employer match about $124,565 at 4% or $83,043 at 6%.
200325$292,712$76,239$15,248iApproximate average salary by contribution assumption: employee only about $381,195 at 4% or $254,130 at 6%; with 50% employer match about $254,130 at 4% or $169,420 at 6%; with 100% employer match about $190,598 at 4% or $127,065 at 6%.
Dr Patels Retirement Plan-5$152,212$29,622$5,924iApproximate average salary by contribution assumption: employee only about $148,110 at 4% or $98,740 at 6%; with 50% employer match about $98,740 at 4% or $65,827 at 6%; with 100% employer match about $74,055 at 4% or $49,370 at 6%.
Dr Patels Retirement Plan-5$140,500$46,617$9,323iApproximate average salary by contribution assumption: employee only about $233,085 at 4% or $155,390 at 6%; with 50% employer match about $155,390 at 4% or $103,593 at 6%; with 100% employer match about $116,543 at 4% or $77,695 at 6%.
200215$133,757$29,622$5,924iApproximate average salary by contribution assumption: employee only about $148,110 at 4% or $98,740 at 6%; with 50% employer match about $98,740 at 4% or $65,827 at 6%; with 100% employer match about $74,055 at 4% or $49,370 at 6%.
Dr Patels Retirement Plan-5$133,757$29,622$5,924iApproximate average salary by contribution assumption: employee only about $148,110 at 4% or $98,740 at 6%; with 50% employer match about $98,740 at 4% or $65,827 at 6%; with 100% employer match about $74,055 at 4% or $49,370 at 6%.
200115$0$0-
Dr Patels Retirement Plan-5---
200015$248,021$19,187$3,837iApproximate average salary by contribution assumption: employee only about $95,935 at 4% or $63,957 at 6%; with 50% employer match about $63,957 at 4% or $42,638 at 6%; with 100% employer match about $47,968 at 4% or $31,978 at 6%.
Dr Patels Retirement Plan-5$248,021$19,187$3,837iApproximate average salary by contribution assumption: employee only about $95,935 at 4% or $63,957 at 6%; with 50% employer match about $63,957 at 4% or $42,638 at 6%; with 100% employer match about $47,968 at 4% or $31,978 at 6%.
199915$316,638$38,386$7,677iApproximate average salary by contribution assumption: employee only about $191,930 at 4% or $127,953 at 6%; with 50% employer match about $127,953 at 4% or $85,302 at 6%; with 100% employer match about $95,965 at 4% or $63,977 at 6%.
Dr Patels Retirement PlanCurrent5$316,638$38,386$7,677iApproximate average salary by contribution assumption: employee only about $191,930 at 4% or $127,953 at 6%; with 50% employer match about $127,953 at 4% or $85,302 at 6%; with 100% employer match about $95,965 at 4% or $63,977 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$316,638$139,422 change

Balance Sheet

Beginning and end of plan year.

Total assets$177,216$316,638Increase +$139,422 (78.67%)
Total liabilities$0$0No change $0
Net assets$177,216$316,638Increase +$139,422 (78.67%)

Contributions

Employer contributions$38,386
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$38,386
Total expenses$0
Net income$0
Source fields
Schedule I source fields
Filing Id
72037079110681
Schedule I EIN
76-0066501
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$177,216
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$177,216
Small plan total assets at end of year
$316,638
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$316,638
Small plan employer contributions
$38,386
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$3
Small plan total income
$38,386
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$0
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$10,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
72037079110681
Schedule R EIN
76-0066501
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
No