Civic Intelligence

Samir N. Bhatt, M.D. Inc.

Plan context: Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan

EIN 77-0515278 • Santa Maria, CA • 25 filings • 3 plans

1510 E. Main Street, Suite #101Santa Maria, CA 93454
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,598,043

2024 Contributions

$116,764

Historical Graphs

Total Assets Over Time

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

$3,598,043$1,799,022$0200020132024YearValue
$3,598,043Latest year 2024

Participants Over Time

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

1470200020122024YearValue
10Latest 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
2024110$3,598,043$116,764$11,676iApproximate average salary by contribution assumption: employee only about $291,910 at 4% or $194,607 at 6%; with 50% employer match about $194,607 at 4% or $129,738 at 6%; with 100% employer match about $145,955 at 4% or $97,303 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-10$3,598,043$116,764$11,676iApproximate average salary by contribution assumption: employee only about $291,910 at 4% or $194,607 at 6%; with 50% employer match about $194,607 at 4% or $129,738 at 6%; with 100% employer match about $145,955 at 4% or $97,303 at 6%.
2023114$3,346,873$113,068$8,076iApproximate average salary by contribution assumption: employee only about $201,907 at 4% or $134,605 at 6%; with 50% employer match about $134,605 at 4% or $89,737 at 6%; with 100% employer match about $100,954 at 4% or $67,302 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-14$3,346,873$113,068$8,076iApproximate average salary by contribution assumption: employee only about $201,907 at 4% or $134,605 at 6%; with 50% employer match about $134,605 at 4% or $89,737 at 6%; with 100% employer match about $100,954 at 4% or $67,302 at 6%.
2022114$2,878,749$116,922$8,352iApproximate average salary by contribution assumption: employee only about $208,789 at 4% or $139,193 at 6%; with 50% employer match about $139,193 at 4% or $92,795 at 6%; with 100% employer match about $104,395 at 4% or $69,596 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-14$2,878,749$116,922$8,352iApproximate average salary by contribution assumption: employee only about $208,789 at 4% or $139,193 at 6%; with 50% employer match about $139,193 at 4% or $92,795 at 6%; with 100% employer match about $104,395 at 4% or $69,596 at 6%.
2021113$3,154,023$104,939$8,072iApproximate average salary by contribution assumption: employee only about $201,806 at 4% or $134,537 at 6%; with 50% employer match about $134,537 at 4% or $89,691 at 6%; with 100% employer match about $100,903 at 4% or $67,269 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-13$3,154,023$104,939$8,072iApproximate average salary by contribution assumption: employee only about $201,806 at 4% or $134,537 at 6%; with 50% employer match about $134,537 at 4% or $89,691 at 6%; with 100% employer match about $100,903 at 4% or $67,269 at 6%.
2020114$2,805,813$96,848$6,918iApproximate average salary by contribution assumption: employee only about $172,943 at 4% or $115,295 at 6%; with 50% employer match about $115,295 at 4% or $76,863 at 6%; with 100% employer match about $86,471 at 4% or $57,648 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-14$2,805,813$96,848$6,918iApproximate average salary by contribution assumption: employee only about $172,943 at 4% or $115,295 at 6%; with 50% employer match about $115,295 at 4% or $76,863 at 6%; with 100% employer match about $86,471 at 4% or $57,648 at 6%.
2019112$2,501,618$101,354$8,446iApproximate average salary by contribution assumption: employee only about $211,154 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,385 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-12$2,501,618$101,354$8,446iApproximate average salary by contribution assumption: employee only about $211,154 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,385 at 6%.
2018112$2,077,360$100,345$8,362iApproximate average salary by contribution assumption: employee only about $209,052 at 4% or $139,368 at 6%; with 50% employer match about $139,368 at 4% or $92,912 at 6%; with 100% employer match about $104,526 at 4% or $69,684 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-12$2,077,360$100,345$8,362iApproximate average salary by contribution assumption: employee only about $209,052 at 4% or $139,368 at 6%; with 50% employer match about $139,368 at 4% or $92,912 at 6%; with 100% employer match about $104,526 at 4% or $69,684 at 6%.
201719$2,083,774$98,515$10,946iApproximate average salary by contribution assumption: employee only about $273,653 at 4% or $182,435 at 6%; with 50% employer match about $182,435 at 4% or $121,623 at 6%; with 100% employer match about $136,826 at 4% or $91,218 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-9$2,083,774$98,515$10,946iApproximate average salary by contribution assumption: employee only about $273,653 at 4% or $182,435 at 6%; with 50% employer match about $182,435 at 4% or $121,623 at 6%; with 100% employer match about $136,826 at 4% or $91,218 at 6%.
2016111$1,738,799$95,632$8,694iApproximate average salary by contribution assumption: employee only about $217,345 at 4% or $144,897 at 6%; with 50% employer match about $144,897 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,448 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-11$1,738,799$95,632$8,694iApproximate average salary by contribution assumption: employee only about $217,345 at 4% or $144,897 at 6%; with 50% employer match about $144,897 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,448 at 6%.
2015110$1,545,873$98,866$9,887iApproximate average salary by contribution assumption: employee only about $247,165 at 4% or $164,777 at 6%; with 50% employer match about $164,777 at 4% or $109,851 at 6%; with 100% employer match about $123,583 at 4% or $82,388 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-10$1,545,873$98,866$9,887iApproximate average salary by contribution assumption: employee only about $247,165 at 4% or $164,777 at 6%; with 50% employer match about $164,777 at 4% or $109,851 at 6%; with 100% employer match about $123,583 at 4% or $82,388 at 6%.
201417$1,482,832$58,520$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-7$1,482,832$58,520$8,360iApproximate average salary by contribution assumption: employee only about $209,000 at 4% or $139,333 at 6%; with 50% employer match about $139,333 at 4% or $92,889 at 6%; with 100% employer match about $104,500 at 4% or $69,667 at 6%.
201317$1,555,013$54,950$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-7$1,555,013$54,950$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
201219$1,415,419$71,417$7,935iApproximate average salary by contribution assumption: employee only about $198,381 at 4% or $132,254 at 6%; with 50% employer match about $132,254 at 4% or $88,169 at 6%; with 100% employer match about $99,190 at 4% or $66,127 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-9$1,415,419$71,417$7,935iApproximate average salary by contribution assumption: employee only about $198,381 at 4% or $132,254 at 6%; with 50% employer match about $132,254 at 4% or $88,169 at 6%; with 100% employer match about $99,190 at 4% or $66,127 at 6%.
201117$1,214,958$52,861$7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,860 at 6%; with 50% employer match about $125,860 at 4% or $83,906 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-7$1,214,958$52,861$7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,860 at 6%; with 50% employer match about $125,860 at 4% or $83,906 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
201017$1,162,801$90,377$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-7$1,162,801$90,377$12,911iApproximate average salary by contribution assumption: employee only about $322,775 at 4% or $215,183 at 6%; with 50% employer match about $215,183 at 4% or $143,456 at 6%; with 100% employer match about $161,388 at 4% or $107,592 at 6%.
200915$972,797$87,629$17,526iApproximate average salary by contribution assumption: employee only about $438,145 at 4% or $292,097 at 6%; with 50% employer match about $292,097 at 4% or $194,731 at 6%; with 100% employer match about $219,073 at 4% or $146,048 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-5$972,797$87,629$17,526iApproximate average salary by contribution assumption: employee only about $438,145 at 4% or $292,097 at 6%; with 50% employer match about $292,097 at 4% or $194,731 at 6%; with 100% employer match about $219,073 at 4% or $146,048 at 6%.
200814$728,229$82,779$20,695iApproximate average salary by contribution assumption: employee only about $517,369 at 4% or $344,913 at 6%; with 50% employer match about $344,913 at 4% or $229,942 at 6%; with 100% employer match about $258,684 at 4% or $172,456 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-4$728,229$82,779$20,695iApproximate average salary by contribution assumption: employee only about $517,369 at 4% or $344,913 at 6%; with 50% employer match about $344,913 at 4% or $229,942 at 6%; with 100% employer match about $258,684 at 4% or $172,456 at 6%.
200714$0$0-
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-4---
200613$648,513$89,059$29,686iApproximate average salary by contribution assumption: employee only about $742,158 at 4% or $494,772 at 6%; with 50% employer match about $494,772 at 4% or $329,848 at 6%; with 100% employer match about $371,079 at 4% or $247,386 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-3$648,513$89,059$29,686iApproximate average salary by contribution assumption: employee only about $742,158 at 4% or $494,772 at 6%; with 50% employer match about $494,772 at 4% or $329,848 at 6%; with 100% employer match about $371,079 at 4% or $247,386 at 6%.
200514$532,085$55,500$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-4$532,085$55,500$13,875iApproximate average salary by contribution assumption: employee only about $346,875 at 4% or $231,250 at 6%; with 50% employer match about $231,250 at 4% or $154,167 at 6%; with 100% employer match about $173,438 at 4% or $115,625 at 6%.
200415$446,799$65,702$13,140iApproximate average salary by contribution assumption: employee only about $328,510 at 4% or $219,007 at 6%; with 50% employer match about $219,007 at 4% or $146,004 at 6%; with 100% employer match about $164,255 at 4% or $109,503 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-5$446,799$65,702$13,140iApproximate average salary by contribution assumption: employee only about $328,510 at 4% or $219,007 at 6%; with 50% employer match about $219,007 at 4% or $146,004 at 6%; with 100% employer match about $164,255 at 4% or $109,503 at 6%.
200314$346,382$61,760$15,440iApproximate average salary by contribution assumption: employee only about $386,000 at 4% or $257,333 at 6%; with 50% employer match about $257,333 at 4% or $171,556 at 6%; with 100% employer match about $193,000 at 4% or $128,667 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-4$346,382$61,760$15,440iApproximate average salary by contribution assumption: employee only about $386,000 at 4% or $257,333 at 6%; with 50% employer match about $257,333 at 4% or $171,556 at 6%; with 100% employer match about $193,000 at 4% or $128,667 at 6%.
200214$230,562$60,067$15,017iApproximate average salary by contribution assumption: employee only about $375,419 at 4% or $250,279 at 6%; with 50% employer match about $250,279 at 4% or $166,853 at 6%; with 100% employer match about $187,709 at 4% or $125,140 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-4$230,562$60,067$15,017iApproximate average salary by contribution assumption: employee only about $375,419 at 4% or $250,279 at 6%; with 50% employer match about $250,279 at 4% or $166,853 at 6%; with 100% employer match about $187,709 at 4% or $125,140 at 6%.
200112$0$0-
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-2---
200012$30,330$30,888$15,444iApproximate average salary by contribution assumption: employee only about $386,100 at 4% or $257,400 at 6%; with 50% employer match about $257,400 at 4% or $171,600 at 6%; with 100% employer match about $193,050 at 4% or $128,700 at 6%.
Samir N. Bhatt, M.D. Inc. 401(K) Profit Sharing Plan-2$30,330$30,888$15,444iApproximate average salary by contribution assumption: employee only about $386,100 at 4% or $257,400 at 6%; with 50% employer match about $257,400 at 4% or $171,600 at 6%; with 100% employer match about $193,050 at 4% or $128,700 at 6%.