Civic Intelligence

Shridhar Kotta, M.D., P.A.

Plan context: Shridhar Kotta, M.D., P.A. Cash Balance Plan

EIN 80-0426858 • Harlingen, TX • 20 filings • 2 plans

3002 Indian Wells Dr.Harlingen, TX 78550
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,221,746

2024 Contributions

$714,382

Historical Graphs

Total Assets Over Time

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

$6,221,746$3,110,873$0201520202024YearValue
$6,221,746Latest year 2024

Participants Over Time

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

24120201520202024YearValue
24Latest 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
2024224$6,221,746$714,382$29,766iApproximate average salary by contribution assumption: employee only about $744,148 at 4% or $496,099 at 6%; with 50% employer match about $496,099 at 4% or $330,732 at 6%; with 100% employer match about $372,074 at 4% or $248,049 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-18$4,579,817$567,091$31,505iApproximate average salary by contribution assumption: employee only about $787,626 at 4% or $525,084 at 6%; with 50% employer match about $525,084 at 4% or $350,056 at 6%; with 100% employer match about $393,813 at 4% or $262,542 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-24$1,641,929$147,291$6,137iApproximate average salary by contribution assumption: employee only about $153,428 at 4% or $102,285 at 6%; with 50% employer match about $102,285 at 4% or $68,190 at 6%; with 100% employer match about $76,714 at 4% or $51,143 at 6%.
2023220$4,894,160$569,362$28,468iApproximate average salary by contribution assumption: employee only about $711,703 at 4% or $474,468 at 6%; with 50% employer match about $474,468 at 4% or $316,312 at 6%; with 100% employer match about $355,851 at 4% or $237,234 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-18$3,601,751$440,835$24,491iApproximate average salary by contribution assumption: employee only about $612,271 at 4% or $408,181 at 6%; with 50% employer match about $408,181 at 4% or $272,120 at 6%; with 100% employer match about $306,135 at 4% or $204,090 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-20$1,292,409$128,527$6,426iApproximate average salary by contribution assumption: employee only about $160,659 at 4% or $107,106 at 6%; with 50% employer match about $107,106 at 4% or $71,404 at 6%; with 100% employer match about $80,329 at 4% or $53,553 at 6%.
2022221$3,846,453$562,356$26,779iApproximate average salary by contribution assumption: employee only about $669,471 at 4% or $446,314 at 6%; with 50% employer match about $446,314 at 4% or $297,543 at 6%; with 100% employer match about $334,736 at 4% or $223,157 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-17$2,857,216$449,054$26,415iApproximate average salary by contribution assumption: employee only about $660,374 at 4% or $440,249 at 6%; with 50% employer match about $440,249 at 4% or $293,499 at 6%; with 100% employer match about $330,187 at 4% or $220,125 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-21$989,237$113,302$5,395iApproximate average salary by contribution assumption: employee only about $134,883 at 4% or $89,922 at 6%; with 50% employer match about $89,922 at 4% or $59,948 at 6%; with 100% employer match about $67,442 at 4% or $44,961 at 6%.
2021219$3,673,977$464,843$24,465iApproximate average salary by contribution assumption: employee only about $611,636 at 4% or $407,757 at 6%; with 50% employer match about $407,757 at 4% or $271,838 at 6%; with 100% employer match about $305,818 at 4% or $203,879 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-15$2,685,080$355,415$23,694iApproximate average salary by contribution assumption: employee only about $592,358 at 4% or $394,906 at 6%; with 50% employer match about $394,906 at 4% or $263,270 at 6%; with 100% employer match about $296,179 at 4% or $197,453 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-19$988,897$109,428$5,759iApproximate average salary by contribution assumption: employee only about $143,984 at 4% or $95,989 at 6%; with 50% employer match about $95,989 at 4% or $63,993 at 6%; with 100% employer match about $71,992 at 4% or $47,995 at 6%.
2020217$2,797,847$468,755$27,574iApproximate average salary by contribution assumption: employee only about $689,346 at 4% or $459,564 at 6%; with 50% employer match about $459,564 at 4% or $306,376 at 6%; with 100% employer match about $344,673 at 4% or $229,782 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-17$2,080,586$360,000$21,176iApproximate average salary by contribution assumption: employee only about $529,412 at 4% or $352,941 at 6%; with 50% employer match about $352,941 at 4% or $235,294 at 6%; with 100% employer match about $264,706 at 4% or $176,471 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-12$717,261$108,755$9,063iApproximate average salary by contribution assumption: employee only about $226,573 at 4% or $151,049 at 6%; with 50% employer match about $151,049 at 4% or $100,699 at 6%; with 100% employer match about $113,286 at 4% or $75,524 at 6%.
2019216$2,093,587$430,055$26,878iApproximate average salary by contribution assumption: employee only about $671,961 at 4% or $447,974 at 6%; with 50% employer match about $447,974 at 4% or $298,649 at 6%; with 100% employer match about $335,980 at 4% or $223,987 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-14$1,605,298$331,296$23,664iApproximate average salary by contribution assumption: employee only about $591,600 at 4% or $394,400 at 6%; with 50% employer match about $394,400 at 4% or $262,933 at 6%; with 100% employer match about $295,800 at 4% or $197,200 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-16$488,289$98,759$6,172iApproximate average salary by contribution assumption: employee only about $154,311 at 4% or $102,874 at 6%; with 50% employer match about $102,874 at 4% or $68,583 at 6%; with 100% employer match about $77,155 at 4% or $51,437 at 6%.
2018213$1,403,265$387,265$29,790iApproximate average salary by contribution assumption: employee only about $744,740 at 4% or $496,494 at 6%; with 50% employer match about $496,494 at 4% or $330,996 at 6%; with 100% employer match about $372,370 at 4% or $248,247 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-9$1,087,511$297,094$33,010iApproximate average salary by contribution assumption: employee only about $825,261 at 4% or $550,174 at 6%; with 50% employer match about $550,174 at 4% or $366,783 at 6%; with 100% employer match about $412,631 at 4% or $275,087 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-13$315,754$90,171$6,936iApproximate average salary by contribution assumption: employee only about $173,406 at 4% or $115,604 at 6%; with 50% employer match about $115,604 at 4% or $77,069 at 6%; with 100% employer match about $86,703 at 4% or $57,802 at 6%.
2017211$1,117,554$342,000$31,091iApproximate average salary by contribution assumption: employee only about $777,273 at 4% or $518,182 at 6%; with 50% employer match about $518,182 at 4% or $345,455 at 6%; with 100% employer match about $388,636 at 4% or $259,091 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-8$859,822$260,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-11$257,732$82,000$7,455iApproximate average salary by contribution assumption: employee only about $186,364 at 4% or $124,242 at 6%; with 50% employer match about $124,242 at 4% or $82,828 at 6%; with 100% employer match about $93,182 at 4% or $62,121 at 6%.
2016211$680,709$406,897$36,991iApproximate average salary by contribution assumption: employee only about $924,766 at 4% or $616,511 at 6%; with 50% employer match about $616,511 at 4% or $411,007 at 6%; with 100% employer match about $462,383 at 4% or $308,255 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-10$523,301$328,000$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-11$157,408$78,897$7,172iApproximate average salary by contribution assumption: employee only about $179,311 at 4% or $119,541 at 6%; with 50% employer match about $119,541 at 4% or $79,694 at 6%; with 100% employer match about $89,656 at 4% or $59,770 at 6%.
2015210$249,896$259,619$25,962iApproximate average salary by contribution assumption: employee only about $649,048 at 4% or $432,698 at 6%; with 50% employer match about $432,698 at 4% or $288,466 at 6%; with 100% employer match about $324,524 at 4% or $216,349 at 6%.
Shridhar Kotta, M.D., P.A. Cash Balance Plan-10$176,024$183,316$18,332iApproximate average salary by contribution assumption: employee only about $458,290 at 4% or $305,527 at 6%; with 50% employer match about $305,527 at 4% or $203,684 at 6%; with 100% employer match about $229,145 at 4% or $152,763 at 6%.
SHRIDHAR KOTTA, M.D., P.A. 401(K) PROFIT SHARING PLAN-10$73,872$76,303$7,630iApproximate average salary by contribution assumption: employee only about $190,758 at 4% or $127,172 at 6%; with 50% employer match about $127,172 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%.