Civic Intelligence

Patel & Associates

Plan context: Patel & Cruz Profit Sharing Plan

EIN 94-3275707 • Oakland, CA • 15 filings • 2 plans

266 17th Street, Suite 200Oakland, CA 94612-4248
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$1,522,488

2013 Contributions

$67,359

Historical Graphs

Total Assets Over Time

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

$1,522,488$761,244$0199920072013YearValue
$1,522,488Latest year 2013

Participants Over Time

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

840199920062013YearValue
7Latest year 2013

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
201317$1,522,488$67,359$9,623iApproximate average salary by contribution assumption: employee only about $240,568 at 4% or $160,379 at 6%; with 50% employer match about $160,379 at 4% or $106,919 at 6%; with 100% employer match about $120,284 at 4% or $80,189 at 6%.
Patel & Cruz Profit Sharing Plan-7$1,522,488$67,359$9,623iApproximate average salary by contribution assumption: employee only about $240,568 at 4% or $160,379 at 6%; with 50% employer match about $160,379 at 4% or $106,919 at 6%; with 100% employer match about $120,284 at 4% or $80,189 at 6%.
201215$1,087,291$58,805$11,761iApproximate average salary by contribution assumption: employee only about $294,025 at 4% or $196,017 at 6%; with 50% employer match about $196,017 at 4% or $130,678 at 6%; with 100% employer match about $147,013 at 4% or $98,008 at 6%.
Patel & Cruz Profit Sharing Plan-5$1,087,291$58,805$11,761iApproximate average salary by contribution assumption: employee only about $294,025 at 4% or $196,017 at 6%; with 50% employer match about $196,017 at 4% or $130,678 at 6%; with 100% employer match about $147,013 at 4% or $98,008 at 6%.
201115$931,536$59,038$11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,196 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%.
Patel & Cruz Profit Sharing Plan-5$931,536$59,038$11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,196 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%.
201016$819,715$59,388$9,898iApproximate average salary by contribution assumption: employee only about $247,450 at 4% or $164,967 at 6%; with 50% employer match about $164,967 at 4% or $109,978 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
Patel & Cruz Profit Sharing Plan-6$819,715$59,388$9,898iApproximate average salary by contribution assumption: employee only about $247,450 at 4% or $164,967 at 6%; with 50% employer match about $164,967 at 4% or $109,978 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
200914$711,140$55,535$13,884iApproximate average salary by contribution assumption: employee only about $347,094 at 4% or $231,396 at 6%; with 50% employer match about $231,396 at 4% or $154,264 at 6%; with 100% employer match about $173,547 at 4% or $115,698 at 6%.
Patel & Cruz Profit Sharing Plan-4$711,140$55,535$13,884iApproximate average salary by contribution assumption: employee only about $347,094 at 4% or $231,396 at 6%; with 50% employer match about $231,396 at 4% or $154,264 at 6%; with 100% employer match about $173,547 at 4% or $115,698 at 6%.
200816$558,739$58,520$9,753iApproximate average salary by contribution assumption: employee only about $243,833 at 4% or $162,556 at 6%; with 50% employer match about $162,556 at 4% or $108,370 at 6%; with 100% employer match about $121,917 at 4% or $81,278 at 6%.
Patel & Cruz Profit Sharing Plan-6$558,739$58,520$9,753iApproximate average salary by contribution assumption: employee only about $243,833 at 4% or $162,556 at 6%; with 50% employer match about $162,556 at 4% or $108,370 at 6%; with 100% employer match about $121,917 at 4% or $81,278 at 6%.
200718$821,896$59,874$7,484iApproximate average salary by contribution assumption: employee only about $187,106 at 4% or $124,738 at 6%; with 50% employer match about $124,738 at 4% or $83,158 at 6%; with 100% employer match about $93,553 at 4% or $62,369 at 6%.
Patel & Cruz Profit Sharing Plan-8$821,896$59,874$7,484iApproximate average salary by contribution assumption: employee only about $187,106 at 4% or $124,738 at 6%; with 50% employer match about $124,738 at 4% or $83,158 at 6%; with 100% employer match about $93,553 at 4% or $62,369 at 6%.
200617$713,723$50,233$7,176iApproximate average salary by contribution assumption: employee only about $179,404 at 4% or $119,602 at 6%; with 50% employer match about $119,602 at 4% or $79,735 at 6%; with 100% employer match about $89,702 at 4% or $59,801 at 6%.
Patel & Cruz Profit Sharing Plan-7$713,723$50,233$7,176iApproximate average salary by contribution assumption: employee only about $179,404 at 4% or $119,602 at 6%; with 50% employer match about $119,602 at 4% or $79,735 at 6%; with 100% employer match about $89,702 at 4% or $59,801 at 6%.
200515$606,628$50,877$10,175iApproximate average salary by contribution assumption: employee only about $254,385 at 4% or $169,590 at 6%; with 50% employer match about $169,590 at 4% or $113,060 at 6%; with 100% employer match about $127,193 at 4% or $84,795 at 6%.
Patel & Cruz Profit Sharing Plan-5$606,628$50,877$10,175iApproximate average salary by contribution assumption: employee only about $254,385 at 4% or $169,590 at 6%; with 50% employer match about $169,590 at 4% or $113,060 at 6%; with 100% employer match about $127,193 at 4% or $84,795 at 6%.
200417$533,812$48,080$6,869iApproximate average salary by contribution assumption: employee only about $171,714 at 4% or $114,476 at 6%; with 50% employer match about $114,476 at 4% or $76,317 at 6%; with 100% employer match about $85,857 at 4% or $57,238 at 6%.
Patel & Cruz Profit Sharing Plan-7$533,812$48,080$6,869iApproximate average salary by contribution assumption: employee only about $171,714 at 4% or $114,476 at 6%; with 50% employer match about $114,476 at 4% or $76,317 at 6%; with 100% employer match about $85,857 at 4% or $57,238 at 6%.
200318$439,623$54,034$6,754iApproximate average salary by contribution assumption: employee only about $168,856 at 4% or $112,571 at 6%; with 50% employer match about $112,571 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,285 at 6%.
Patel & Cruz Profit Sharing Plan-8$439,623$54,034$6,754iApproximate average salary by contribution assumption: employee only about $168,856 at 4% or $112,571 at 6%; with 50% employer match about $112,571 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,285 at 6%.
200217$326,218$66,383$9,483iApproximate average salary by contribution assumption: employee only about $237,082 at 4% or $158,055 at 6%; with 50% employer match about $158,055 at 4% or $105,370 at 6%; with 100% employer match about $118,541 at 4% or $79,027 at 6%.
Patel & Cruz Profit Sharing Plan-7$326,218$66,383$9,483iApproximate average salary by contribution assumption: employee only about $237,082 at 4% or $158,055 at 6%; with 50% employer match about $158,055 at 4% or $105,370 at 6%; with 100% employer match about $118,541 at 4% or $79,027 at 6%.
200117$0$0-
Patel & Cruz Profit Sharing Plan-7---
200017$381,079$43,350$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,810 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
Patel & Cruz Profit Sharing Plan-7$381,079$43,350$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,810 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
199917$381,774$43,000$6,143iApproximate average salary by contribution assumption: employee only about $153,571 at 4% or $102,381 at 6%; with 50% employer match about $102,381 at 4% or $68,254 at 6%; with 100% employer match about $76,786 at 4% or $51,190 at 6%.
Patel & Cruz Profit Sharing Plan-7$381,774$43,000$6,143iApproximate average salary by contribution assumption: employee only about $153,571 at 4% or $102,381 at 6%; with 50% employer match about $102,381 at 4% or $68,254 at 6%; with 100% employer match about $76,786 at 4% or $51,190 at 6%.