Civic Intelligence

Shane Patel Dds Inc

Plan context: Shane Patel, Dds Inc. 401(K) Profit Sharing Plan & Trust

EIN 84-4529570 • 3 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$171,878

2025 Contributions

$111,316

Historical Graphs

Total Assets Over Time

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

$171,878$85,939$0202320242025YearValue
$171,878Latest year 2025

Participants Over Time

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

630202320242025YearValue
6Latest 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
202516$171,878$111,316$18,553iApproximate average salary by contribution assumption: employee only about $463,817 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,606 at 6%.
Shane Patel, Dds Inc. 401(K) Profit Sharing Plan & Trust-6$171,878$111,316$18,553iApproximate average salary by contribution assumption: employee only about $463,817 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,606 at 6%.
202414$54,500$32,362$8,091iApproximate average salary by contribution assumption: employee only about $202,263 at 4% or $134,842 at 6%; with 50% employer match about $134,842 at 4% or $89,894 at 6%; with 100% employer match about $101,131 at 4% or $67,421 at 6%.
Shane Patel, Dds Inc. 401(K) Profit Sharing Plan & Trust-4$54,500$32,362$8,091iApproximate average salary by contribution assumption: employee only about $202,263 at 4% or $134,842 at 6%; with 50% employer match about $134,842 at 4% or $89,894 at 6%; with 100% employer match about $101,131 at 4% or $67,421 at 6%.
202313$24,200$24,163$8,054iApproximate average salary by contribution assumption: employee only about $201,358 at 4% or $134,239 at 6%; with 50% employer match about $134,239 at 4% or $89,493 at 6%; with 100% employer match about $100,679 at 4% or $67,119 at 6%.
Shane Patel, Dds Inc. 401(K) Profit Sharing Plan & Trust-3$24,200$24,163$8,054iApproximate average salary by contribution assumption: employee only about $201,358 at 4% or $134,239 at 6%; with 50% employer match about $134,239 at 4% or $89,493 at 6%; with 100% employer match about $100,679 at 4% or $67,119 at 6%.