Civic Intelligence

Abel & Patel LLC

Plan context: Abel & Patel Retirement Plan & Trust

EIN 87-2399034 • Chevy Chase, MD • 3 filings • 2 plans

5530 Wisconsin Avenue, Suite 930Chevy Chase, MD 20815
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,947,324

2024 Contributions

$49,807

Historical Graphs

Total Assets Over Time

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

$1,947,324$973,662$020232024YearValue
$1,947,324Latest year 2024

Participants Over Time

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

2111020232024YearValue
21Latest 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
2024221$1,947,324$49,807$2,372iApproximate average salary by contribution assumption: employee only about $59,294 at 4% or $39,529 at 6%; with 50% employer match about $39,529 at 4% or $26,353 at 6%; with 100% employer match about $29,647 at 4% or $19,765 at 6%.
Abel & Patel Retirement Plan & Trust-21$1,947,324$49,807$2,372iApproximate average salary by contribution assumption: employee only about $59,294 at 4% or $39,529 at 6%; with 50% employer match about $39,529 at 4% or $26,353 at 6%; with 100% employer match about $29,647 at 4% or $19,765 at 6%.
BCC ORAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
2023119$1,685,966$199,540$10,502iApproximate average salary by contribution assumption: employee only about $262,553 at 4% or $175,035 at 6%; with 50% employer match about $175,035 at 4% or $116,690 at 6%; with 100% employer match about $131,276 at 4% or $87,518 at 6%.
Abel & Patel Retirement Plan & Trust-19$1,685,966$199,540$10,502iApproximate average salary by contribution assumption: employee only about $262,553 at 4% or $175,035 at 6%; with 50% employer match about $175,035 at 4% or $116,690 at 6%; with 100% employer match about $131,276 at 4% or $87,518 at 6%.