Civic Intelligence

Dr. Kawaljit K. Bhatia

Plan context: DR. KAWALJIT K. BHATIA 401-K 401-K PLAN

EIN 77-0118121 • Gilroy, CA • 29 filings • 3 plans

9460 N Name Uno Ste 135Ste 135Gilroy, CA 95020-3532
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$376,397

2024 Contributions

$78,732

Historical Graphs

Total Assets Over Time

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

$3,512,568$1,756,284$0199920132024YearValue
$376,397Latest year 2024

Participants Over Time

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

530199920122024YearValue
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$376,397$78,732$19,683iApproximate average salary by contribution assumption: employee only about $492,075 at 4% or $328,050 at 6%; with 50% employer match about $328,050 at 4% or $218,700 at 6%; with 100% employer match about $246,038 at 4% or $164,025 at 6%.
DR. KAWALJIT K. BHATIA 401-K 401-K PLAN-4$376,397$78,732$19,683iApproximate average salary by contribution assumption: employee only about $492,075 at 4% or $328,050 at 6%; with 50% employer match about $328,050 at 4% or $218,700 at 6%; with 100% employer match about $246,038 at 4% or $164,025 at 6%.
202314$280,163$75,978$18,995iApproximate average salary by contribution assumption: employee only about $474,863 at 4% or $316,575 at 6%; with 50% employer match about $316,575 at 4% or $211,050 at 6%; with 100% employer match about $237,431 at 4% or $158,288 at 6%.
DR. KAWALJIT K. BHATIA 401-K 401-K PLAN-4$280,163$75,978$18,995iApproximate average salary by contribution assumption: employee only about $474,863 at 4% or $316,575 at 6%; with 50% employer match about $316,575 at 4% or $211,050 at 6%; with 100% employer match about $237,431 at 4% or $158,288 at 6%.
202213$183,158$69,640$23,213iApproximate average salary by contribution assumption: employee only about $580,333 at 4% or $386,889 at 6%; with 50% employer match about $386,889 at 4% or $257,926 at 6%; with 100% employer match about $290,167 at 4% or $193,444 at 6%.
DR. KAWALJIT K. BHATIA 401-K 401-K PLAN-3$183,158$69,640$23,213iApproximate average salary by contribution assumption: employee only about $580,333 at 4% or $386,889 at 6%; with 50% employer match about $386,889 at 4% or $257,926 at 6%; with 100% employer match about $290,167 at 4% or $193,444 at 6%.
202122$125,959$66,856$33,428iApproximate average salary by contribution assumption: employee only about $835,700 at 4% or $557,133 at 6%; with 50% employer match about $557,133 at 4% or $371,422 at 6%; with 100% employer match about $417,850 at 4% or $278,567 at 6%.
DR. KAWALJIT K. BHATIA 401-K 401-K PLAN-2$125,959$66,856$33,428iApproximate average salary by contribution assumption: employee only about $835,700 at 4% or $557,133 at 6%; with 50% employer match about $557,133 at 4% or $371,422 at 6%; with 100% employer match about $417,850 at 4% or $278,567 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-0$0--
202025$3,512,568$59,101$11,820iApproximate average salary by contribution assumption: employee only about $295,505 at 4% or $197,003 at 6%; with 50% employer match about $197,003 at 4% or $131,336 at 6%; with 100% employer match about $147,753 at 4% or $98,502 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-5$3,453,467$0-
DR. KAWALJIT K. BHATIA 401-K 401-K PLAN-2$59,101$59,101$29,551iApproximate average salary by contribution assumption: employee only about $738,763 at 4% or $492,508 at 6%; with 50% employer match about $492,508 at 4% or $328,339 at 6%; with 100% employer match about $369,381 at 4% or $246,254 at 6%.
201914$3,251,220$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$3,251,220$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201814$2,724,135$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,724,135$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201714$2,873,788$0-
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,873,788$0-
201614$2,634,111$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,634,111$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201514$2,337,730$200,000$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%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,337,730$200,000$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%.
201414$2,250,666$200,000$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%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,250,666$200,000$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%.
201314$2,240,331$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$2,240,331$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201213$2,103,262$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-3$2,103,262$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201114$1,966,995$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$1,966,995$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
201013$1,782,230$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-3$1,782,230$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
200910$1,614,431$200,000-
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN--$1,614,431$200,000-
200814$0$0-
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4---
200714$0$0-
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4---
200614$1,035,959$185,693$46,423iApproximate average salary by contribution assumption: employee only about $1,160,581 at 4% or $773,721 at 6%; with 50% employer match about $773,721 at 4% or $515,814 at 6%; with 100% employer match about $580,291 at 4% or $386,860 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-4$1,035,959$185,693$46,423iApproximate average salary by contribution assumption: employee only about $1,160,581 at 4% or $773,721 at 6%; with 50% employer match about $773,721 at 4% or $515,814 at 6%; with 100% employer match about $580,291 at 4% or $386,860 at 6%.
200513$804,438$155,626$51,875iApproximate average salary by contribution assumption: employee only about $1,296,883 at 4% or $864,589 at 6%; with 50% employer match about $864,589 at 4% or $576,393 at 6%; with 100% employer match about $648,442 at 4% or $432,294 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-3$804,438$155,626$51,875iApproximate average salary by contribution assumption: employee only about $1,296,883 at 4% or $864,589 at 6%; with 50% employer match about $864,589 at 4% or $576,393 at 6%; with 100% employer match about $648,442 at 4% or $432,294 at 6%.
200423$598,907$152,013$50,671iApproximate average salary by contribution assumption: employee only about $1,266,775 at 4% or $844,517 at 6%; with 50% employer match about $844,517 at 4% or $563,011 at 6%; with 100% employer match about $633,388 at 4% or $422,258 at 6%.
DR. KAWALJIT K. BHATIA DEFINED BENEFIT PENSION PLAN-3$598,907$152,013$50,671iApproximate average salary by contribution assumption: employee only about $1,266,775 at 4% or $844,517 at 6%; with 50% employer match about $844,517 at 4% or $563,011 at 6%; with 100% employer match about $633,388 at 4% or $422,258 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-0---
200313$409,730$47,120$15,707iApproximate average salary by contribution assumption: employee only about $392,667 at 4% or $261,778 at 6%; with 50% employer match about $261,778 at 4% or $174,519 at 6%; with 100% employer match about $196,333 at 4% or $130,889 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-3$409,730$47,120$15,707iApproximate average salary by contribution assumption: employee only about $392,667 at 4% or $261,778 at 6%; with 50% employer match about $261,778 at 4% or $174,519 at 6%; with 100% employer match about $196,333 at 4% or $130,889 at 6%.
200213$329,958$47,168$15,723iApproximate average salary by contribution assumption: employee only about $393,067 at 4% or $262,044 at 6%; with 50% employer match about $262,044 at 4% or $174,696 at 6%; with 100% employer match about $196,533 at 4% or $131,022 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-3$329,958$47,168$15,723iApproximate average salary by contribution assumption: employee only about $393,067 at 4% or $262,044 at 6%; with 50% employer match about $262,044 at 4% or $174,696 at 6%; with 100% employer match about $196,533 at 4% or $131,022 at 6%.
200112$260,310$37,748$18,874iApproximate average salary by contribution assumption: employee only about $471,850 at 4% or $314,567 at 6%; with 50% employer match about $314,567 at 4% or $209,711 at 6%; with 100% employer match about $235,925 at 4% or $157,283 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-2$260,310$37,748$18,874iApproximate average salary by contribution assumption: employee only about $471,850 at 4% or $314,567 at 6%; with 50% employer match about $314,567 at 4% or $209,711 at 6%; with 100% employer match about $235,925 at 4% or $157,283 at 6%.
200013$275,869$37,568$12,523iApproximate average salary by contribution assumption: employee only about $313,067 at 4% or $208,711 at 6%; with 50% employer match about $208,711 at 4% or $139,141 at 6%; with 100% employer match about $156,533 at 4% or $104,356 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-3$275,869$37,568$12,523iApproximate average salary by contribution assumption: employee only about $313,067 at 4% or $208,711 at 6%; with 50% employer match about $208,711 at 4% or $139,141 at 6%; with 100% employer match about $156,533 at 4% or $104,356 at 6%.
199915$242,096$30,311$6,062iApproximate average salary by contribution assumption: employee only about $151,555 at 4% or $101,037 at 6%; with 50% employer match about $101,037 at 4% or $67,358 at 6%; with 100% employer match about $75,778 at 4% or $50,518 at 6%.
Dr. Kawaljit K. Bhatia Target Benefit Pension Plan-5$242,096$30,311$6,062iApproximate average salary by contribution assumption: employee only about $151,555 at 4% or $101,037 at 6%; with 50% employer match about $101,037 at 4% or $67,358 at 6%; with 100% employer match about $75,778 at 4% or $50,518 at 6%.