Civic Intelligence

Surendher Lokareddy M D P C

Plan context: Surendher Lokareddy M D P C Pension Plan

EIN 86-0793520 • Yuma, AZ • 39 filings • 5 plans

1945 West 24th StreetYuma, AZ 85364-6205
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$14,330,785

2023 Contributions

$528,359

Historical Graphs

Total Assets Over Time

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

$14,330,785$7,165,393$0199920152023YearValue
$14,330,785Latest year 2023

Participants Over Time

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

1370199920112023YearValue
13Latest year 2023

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
2023213$14,330,785$528,359$40,643iApproximate average salary by contribution assumption: employee only about $1,016,075 at 4% or $677,383 at 6%; with 50% employer match about $677,383 at 4% or $451,589 at 6%; with 100% employer match about $508,038 at 4% or $338,692 at 6%.
Surendher Lokareddy M D P C Pension Plan-13$8,055,083$78,359$6,028iApproximate average salary by contribution assumption: employee only about $150,690 at 4% or $100,460 at 6%; with 50% employer match about $100,460 at 4% or $66,974 at 6%; with 100% employer match about $75,345 at 4% or $50,230 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-13$6,275,702$450,000$34,615iApproximate average salary by contribution assumption: employee only about $865,385 at 4% or $576,923 at 6%; with 50% employer match about $576,923 at 4% or $384,615 at 6%; with 100% employer match about $432,692 at 4% or $288,462 at 6%.
2022213$9,754,292$1,123,835$86,449iApproximate average salary by contribution assumption: employee only about $2,161,221 at 4% or $1,440,814 at 6%; with 50% employer match about $1,440,814 at 4% or $960,543 at 6%; with 100% employer match about $1,080,611 at 4% or $720,407 at 6%.
Surendher Lokareddy M D P C Pension Plan-13$5,564,272$101,380$7,798iApproximate average salary by contribution assumption: employee only about $194,962 at 4% or $129,974 at 6%; with 50% employer match about $129,974 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,987 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-10$4,190,020$1,022,455$102,246iApproximate average salary by contribution assumption: employee only about $2,556,138 at 4% or $1,704,092 at 6%; with 50% employer match about $1,704,092 at 4% or $1,136,061 at 6%; with 100% employer match about $1,278,069 at 4% or $852,046 at 6%.
2021213$7,524,180$265,071$20,390iApproximate average salary by contribution assumption: employee only about $509,752 at 4% or $339,835 at 6%; with 50% employer match about $339,835 at 4% or $226,556 at 6%; with 100% employer match about $254,876 at 4% or $169,917 at 6%.
Surendher Lokareddy M D P C Pension Plan-13$4,356,186$95,463$7,343iApproximate average salary by contribution assumption: employee only about $183,583 at 4% or $122,388 at 6%; with 50% employer match about $122,388 at 4% or $81,592 at 6%; with 100% employer match about $91,791 at 4% or $61,194 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-11$3,167,994$169,608$15,419iApproximate average salary by contribution assumption: employee only about $385,473 at 4% or $256,982 at 6%; with 50% employer match about $256,982 at 4% or $171,321 at 6%; with 100% employer match about $192,736 at 4% or $128,491 at 6%.
2020211$9,059,678$189,035$17,185iApproximate average salary by contribution assumption: employee only about $429,625 at 4% or $286,417 at 6%; with 50% employer match about $286,417 at 4% or $190,944 at 6%; with 100% employer match about $214,813 at 4% or $143,208 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$5,205,402$89,035$8,094iApproximate average salary by contribution assumption: employee only about $202,352 at 4% or $134,902 at 6%; with 50% employer match about $134,902 at 4% or $89,934 at 6%; with 100% employer match about $101,176 at 4% or $67,451 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-9$3,854,276$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2019210$6,884,013$286,974$28,697iApproximate average salary by contribution assumption: employee only about $717,435 at 4% or $478,290 at 6%; with 50% employer match about $478,290 at 4% or $318,860 at 6%; with 100% employer match about $358,718 at 4% or $239,145 at 6%.
Surendher Lokareddy M D P C Pension Plan-10$3,974,603$86,974$8,697iApproximate average salary by contribution assumption: employee only about $217,435 at 4% or $144,957 at 6%; with 50% employer match about $144,957 at 4% or $96,638 at 6%; with 100% employer match about $108,718 at 4% or $72,478 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-8$2,909,410$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2018211$5,388,077$284,807$25,892iApproximate average salary by contribution assumption: employee only about $647,289 at 4% or $431,526 at 6%; with 50% employer match about $431,526 at 4% or $287,684 at 6%; with 100% employer match about $323,644 at 4% or $215,763 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$3,319,749$85,100$7,736iApproximate average salary by contribution assumption: employee only about $193,409 at 4% or $128,939 at 6%; with 50% employer match about $128,939 at 4% or $85,960 at 6%; with 100% employer match about $96,705 at 4% or $64,470 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-9$2,068,328$199,707$22,190iApproximate average salary by contribution assumption: employee only about $554,742 at 4% or $369,828 at 6%; with 50% employer match about $369,828 at 4% or $246,552 at 6%; with 100% employer match about $277,371 at 4% or $184,914 at 6%.
2017211$4,957,493$263,127$23,921iApproximate average salary by contribution assumption: employee only about $598,016 at 4% or $398,677 at 6%; with 50% employer match about $398,677 at 4% or $265,785 at 6%; with 100% employer match about $299,008 at 4% or $199,339 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$3,064,934$73,127$6,648iApproximate average salary by contribution assumption: employee only about $166,198 at 4% or $110,798 at 6%; with 50% employer match about $110,798 at 4% or $73,866 at 6%; with 100% employer match about $83,099 at 4% or $55,399 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-8$1,892,559$190,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
2016211$3,932,028$186,464$16,951iApproximate average salary by contribution assumption: employee only about $423,782 at 4% or $282,521 at 6%; with 50% employer match about $282,521 at 4% or $188,347 at 6%; with 100% employer match about $211,891 at 4% or $141,261 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$2,462,262$76,464$6,951iApproximate average salary by contribution assumption: employee only about $173,782 at 4% or $115,855 at 6%; with 50% employer match about $115,855 at 4% or $77,236 at 6%; with 100% employer match about $86,891 at 4% or $57,927 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-8$1,469,766$110,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
2015212$3,132,389$252,931$21,078iApproximate average salary by contribution assumption: employee only about $526,940 at 4% or $351,293 at 6%; with 50% employer match about $351,293 at 4% or $234,195 at 6%; with 100% employer match about $263,470 at 4% or $175,647 at 6%.
Surendher Lokareddy M D P C Pension Plan-12$1,925,416$82,891$6,908iApproximate average salary by contribution assumption: employee only about $172,690 at 4% or $115,126 at 6%; with 50% employer match about $115,126 at 4% or $76,751 at 6%; with 100% employer match about $86,345 at 4% or $57,563 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-9$1,206,973$170,040$18,893iApproximate average salary by contribution assumption: employee only about $472,333 at 4% or $314,889 at 6%; with 50% employer match about $314,889 at 4% or $209,926 at 6%; with 100% employer match about $236,167 at 4% or $157,444 at 6%.
2014211$2,570,781$165,875$15,080iApproximate average salary by contribution assumption: employee only about $376,989 at 4% or $251,326 at 6%; with 50% employer match about $251,326 at 4% or $167,551 at 6%; with 100% employer match about $188,494 at 4% or $125,663 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$1,640,988$71,174$6,470iApproximate average salary by contribution assumption: employee only about $161,759 at 4% or $107,839 at 6%; with 50% employer match about $107,839 at 4% or $71,893 at 6%; with 100% employer match about $80,880 at 4% or $53,920 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-9$929,793$94,701$10,522iApproximate average salary by contribution assumption: employee only about $263,058 at 4% or $175,372 at 6%; with 50% employer match about $175,372 at 4% or $116,915 at 6%; with 100% employer match about $131,529 at 4% or $87,686 at 6%.
2013211$2,452,647$214,578$19,507iApproximate average salary by contribution assumption: employee only about $487,677 at 4% or $325,118 at 6%; with 50% employer match about $325,118 at 4% or $216,745 at 6%; with 100% employer match about $243,839 at 4% or $162,559 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$1,603,886$77,177$7,016iApproximate average salary by contribution assumption: employee only about $175,402 at 4% or $116,935 at 6%; with 50% employer match about $116,935 at 4% or $77,957 at 6%; with 100% employer match about $87,701 at 4% or $58,467 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-10$848,761$137,401$13,740iApproximate average salary by contribution assumption: employee only about $343,503 at 4% or $229,002 at 6%; with 50% employer match about $229,002 at 4% or $152,668 at 6%; with 100% employer match about $171,751 at 4% or $114,501 at 6%.
2012211$1,851,010$253,800$23,073iApproximate average salary by contribution assumption: employee only about $576,818 at 4% or $384,545 at 6%; with 50% employer match about $384,545 at 4% or $256,364 at 6%; with 100% employer match about $288,409 at 4% or $192,273 at 6%.
Surendher Lokareddy M D P C Pension Plan-11$1,300,802$66,800$6,073iApproximate average salary by contribution assumption: employee only about $151,818 at 4% or $101,212 at 6%; with 50% employer match about $101,212 at 4% or $67,475 at 6%; with 100% employer match about $75,909 at 4% or $50,606 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-10$550,208$187,000$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
2011210$1,393,809$203,837$20,384iApproximate average salary by contribution assumption: employee only about $509,593 at 4% or $339,728 at 6%; with 50% employer match about $339,728 at 4% or $226,486 at 6%; with 100% employer match about $254,796 at 4% or $169,864 at 6%.
Surendher Lokareddy M D P C Pension Plan-10$1,035,079$63,092$6,309iApproximate average salary by contribution assumption: employee only about $157,730 at 4% or $105,153 at 6%; with 50% employer match about $105,153 at 4% or $70,102 at 6%; with 100% employer match about $78,865 at 4% or $52,577 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-8$358,730$140,745$17,593iApproximate average salary by contribution assumption: employee only about $439,828 at 4% or $293,219 at 6%; with 50% employer match about $293,219 at 4% or $195,479 at 6%; with 100% employer match about $219,914 at 4% or $146,609 at 6%.
2010210$957,633$231,547$23,155iApproximate average salary by contribution assumption: employee only about $578,868 at 4% or $385,912 at 6%; with 50% employer match about $385,912 at 4% or $257,274 at 6%; with 100% employer match about $289,434 at 4% or $192,956 at 6%.
Surendher Lokareddy M D P C Pension Plan-10$797,334$63,573$6,357iApproximate average salary by contribution assumption: employee only about $158,933 at 4% or $105,955 at 6%; with 50% employer match about $105,955 at 4% or $70,637 at 6%; with 100% employer match about $79,466 at 4% or $52,978 at 6%.
Surendher Lokareddy, M.D. PC. Cash Balance Plan-7$160,299$167,974$23,996iApproximate average salary by contribution assumption: employee only about $599,907 at 4% or $399,938 at 6%; with 50% employer match about $399,938 at 4% or $266,625 at 6%; with 100% employer match about $299,954 at 4% or $199,969 at 6%.
2009110$805,193$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Surendher Lokareddy M D P C Pension Plan-10$805,193$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200818$0$0-
Surendher Lokareddy M D P C Pension Plan-8---
200717$0$0-
Surendher Lokareddy M D P C Pension Plan-7---
200618$0$0-
Surendher Lokareddy M D P C Pension Plan-8---
200517$0$0-
Surendher Lokareddy M D P C Pension Plan-7---
200416$490,677$56,508$9,418iApproximate average salary by contribution assumption: employee only about $235,450 at 4% or $156,967 at 6%; with 50% employer match about $156,967 at 4% or $104,644 at 6%; with 100% employer match about $117,725 at 4% or $78,483 at 6%.
Surendher Lokareddy M D P C Pension Plan-6$490,677$56,508$9,418iApproximate average salary by contribution assumption: employee only about $235,450 at 4% or $156,967 at 6%; with 50% employer match about $156,967 at 4% or $104,644 at 6%; with 100% employer match about $117,725 at 4% or $78,483 at 6%.
200316$0$0-
Surendher Lokareddy M D P C Pension Plan-6---
200216$0$0-
Surendher Lokareddy M D P C Pension Plan-6---
200116$0$0-
Surendher Lokareddy M D P C Pension Plan-6---
200015$0$0-
Surendher Lokareddy M D P C Pension Plan-5---
199913$253,627$39,810$13,270iApproximate average salary by contribution assumption: employee only about $331,750 at 4% or $221,167 at 6%; with 50% employer match about $221,167 at 4% or $147,444 at 6%; with 100% employer match about $165,875 at 4% or $110,583 at 6%.
Surendher Lokareddy M D P C Pension Plan-3$253,627$39,810$13,270iApproximate average salary by contribution assumption: employee only about $331,750 at 4% or $221,167 at 6%; with 50% employer match about $221,167 at 4% or $147,444 at 6%; with 100% employer match about $165,875 at 4% or $110,583 at 6%.