Friends Medical Group
Plan context: Friends Medical Group Cash Balance Pension Plan & Trust
EIN 20-0647697 • Buena Park, CA • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$6,860,673
2024 Contributions
$502,608
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 18 | $6,860,673 | $502,608 | $27,923iApproximate average salary by contribution assumption: employee only about $698,067 at 4% or $465,378 at 6%; with 50% employer match about $465,378 at 4% or $310,252 at 6%; with 100% employer match about $349,033 at 4% or $232,689 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 14 | $4,194,047 | $366,267 | $26,162iApproximate average salary by contribution assumption: employee only about $654,048 at 4% or $436,032 at 6%; with 50% employer match about $436,032 at 4% or $290,688 at 6%; with 100% employer match about $327,024 at 4% or $218,016 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 18 | $2,666,626 | $136,341 | $7,575iApproximate average salary by contribution assumption: employee only about $189,363 at 4% or $126,242 at 6%; with 50% employer match about $126,242 at 4% or $84,161 at 6%; with 100% employer match about $94,681 at 4% or $63,121 at 6%. |
| 2023 | 2 | 18 | $5,712,713 | $505,605 | $28,089iApproximate average salary by contribution assumption: employee only about $702,229 at 4% or $468,153 at 6%; with 50% employer match about $468,153 at 4% or $312,102 at 6%; with 100% employer match about $351,115 at 4% or $234,076 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 18 | $3,516,869 | $366,336 | $20,352iApproximate average salary by contribution assumption: employee only about $508,800 at 4% or $339,200 at 6%; with 50% employer match about $339,200 at 4% or $226,133 at 6%; with 100% employer match about $254,400 at 4% or $169,600 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 18 | $2,195,844 | $139,269 | $7,737iApproximate average salary by contribution assumption: employee only about $193,429 at 4% or $128,953 at 6%; with 50% employer match about $128,953 at 4% or $85,969 at 6%; with 100% employer match about $96,715 at 4% or $64,476 at 6%. |
| 2022 | 2 | 14 | $4,562,028 | $495,187 | $35,371iApproximate average salary by contribution assumption: employee only about $884,263 at 4% or $589,508 at 6%; with 50% employer match about $589,508 at 4% or $393,006 at 6%; with 100% employer match about $442,131 at 4% or $294,754 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 14 | $2,872,060 | $386,000 | $27,571iApproximate average salary by contribution assumption: employee only about $689,286 at 4% or $459,524 at 6%; with 50% employer match about $459,524 at 4% or $306,349 at 6%; with 100% employer match about $344,643 at 4% or $229,762 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 14 | $1,689,968 | $109,187 | $7,799iApproximate average salary by contribution assumption: employee only about $194,977 at 4% or $129,985 at 6%; with 50% employer match about $129,985 at 4% or $86,656 at 6%; with 100% employer match about $97,488 at 4% or $64,992 at 6%. |
| 2021 | 2 | 14 | $4,696,128 | $470,863 | $33,633iApproximate average salary by contribution assumption: employee only about $840,827 at 4% or $560,551 at 6%; with 50% employer match about $560,551 at 4% or $373,701 at 6%; with 100% employer match about $420,413 at 4% or $280,276 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 14 | $2,703,077 | $364,852 | $26,061iApproximate average salary by contribution assumption: employee only about $651,521 at 4% or $434,348 at 6%; with 50% employer match about $434,348 at 4% or $289,565 at 6%; with 100% employer match about $325,761 at 4% or $217,174 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 14 | $1,993,051 | $106,011 | $7,572iApproximate average salary by contribution assumption: employee only about $189,305 at 4% or $126,204 at 6%; with 50% employer match about $126,204 at 4% or $84,136 at 6%; with 100% employer match about $94,653 at 4% or $63,102 at 6%. |
| 2020 | 2 | 14 | $3,857,616 | $470,138 | $33,581iApproximate average salary by contribution assumption: employee only about $839,532 at 4% or $559,688 at 6%; with 50% employer match about $559,688 at 4% or $373,125 at 6%; with 100% employer match about $419,766 at 4% or $279,844 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 14 | $2,197,886 | $365,400 | $26,100iApproximate average salary by contribution assumption: employee only about $652,500 at 4% or $435,000 at 6%; with 50% employer match about $435,000 at 4% or $290,000 at 6%; with 100% employer match about $326,250 at 4% or $217,500 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 14 | $1,659,730 | $104,738 | $7,481iApproximate average salary by contribution assumption: employee only about $187,032 at 4% or $124,688 at 6%; with 50% employer match about $124,688 at 4% or $83,125 at 6%; with 100% employer match about $93,516 at 4% or $62,344 at 6%. |
| 2019 | 2 | 15 | $2,964,538 | $473,658 | $31,577iApproximate average salary by contribution assumption: employee only about $789,430 at 4% or $526,287 at 6%; with 50% employer match about $526,287 at 4% or $350,858 at 6%; with 100% employer match about $394,715 at 4% or $263,143 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 15 | $1,661,264 | $365,400 | $24,360iApproximate average salary by contribution assumption: employee only about $609,000 at 4% or $406,000 at 6%; with 50% employer match about $406,000 at 4% or $270,667 at 6%; with 100% employer match about $304,500 at 4% or $203,000 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 15 | $1,303,274 | $108,258 | $7,217iApproximate average salary by contribution assumption: employee only about $180,430 at 4% or $120,287 at 6%; with 50% employer match about $120,287 at 4% or $80,191 at 6%; with 100% employer match about $90,215 at 4% or $60,143 at 6%. |
| 2018 | 2 | 14 | $2,106,782 | $485,261 | $34,662iApproximate average salary by contribution assumption: employee only about $866,538 at 4% or $577,692 at 6%; with 50% employer match about $577,692 at 4% or $385,128 at 6%; with 100% employer match about $433,269 at 4% or $288,846 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 14 | $1,148,495 | $364,850 | $26,061iApproximate average salary by contribution assumption: employee only about $651,518 at 4% or $434,345 at 6%; with 50% employer match about $434,345 at 4% or $289,563 at 6%; with 100% employer match about $325,759 at 4% or $217,173 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 14 | $958,287 | $120,411 | $8,601iApproximate average salary by contribution assumption: employee only about $215,020 at 4% or $143,346 at 6%; with 50% employer match about $143,346 at 4% or $95,564 at 6%; with 100% employer match about $107,510 at 4% or $71,673 at 6%. |
| 2017 | 2 | 13 | $1,690,142 | $482,786 | $37,137iApproximate average salary by contribution assumption: employee only about $928,435 at 4% or $618,956 at 6%; with 50% employer match about $618,956 at 4% or $412,638 at 6%; with 100% employer match about $464,217 at 4% or $309,478 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 13 | $894,502 | $117,086 | $9,007iApproximate average salary by contribution assumption: employee only about $225,165 at 4% or $150,110 at 6%; with 50% employer match about $150,110 at 4% or $100,074 at 6%; with 100% employer match about $112,583 at 4% or $75,055 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 13 | $795,640 | $365,700 | $28,131iApproximate average salary by contribution assumption: employee only about $703,269 at 4% or $468,846 at 6%; with 50% employer match about $468,846 at 4% or $312,564 at 6%; with 100% employer match about $351,635 at 4% or $234,423 at 6%. |
| 2016 | 2 | 11 | $1,046,361 | $504,879 | $45,898iApproximate average salary by contribution assumption: employee only about $1,147,452 at 4% or $764,968 at 6%; with 50% employer match about $764,968 at 4% or $509,979 at 6%; with 100% employer match about $573,726 at 4% or $382,484 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 11 | $681,561 | $140,079 | $12,734iApproximate average salary by contribution assumption: employee only about $318,361 at 4% or $212,241 at 6%; with 50% employer match about $212,241 at 4% or $141,494 at 6%; with 100% employer match about $159,181 at 4% or $106,120 at 6%. |
| Friends Medical Group Cash Balance Pension Plan & Trust | - | 11 | $364,800 | $364,800 | $33,164iApproximate average salary by contribution assumption: employee only about $829,091 at 4% or $552,727 at 6%; with 50% employer match about $552,727 at 4% or $368,485 at 6%; with 100% employer match about $414,545 at 4% or $276,364 at 6%. |
| 2015 | 1 | 9 | $455,040 | $120,886 | $13,432iApproximate average salary by contribution assumption: employee only about $335,794 at 4% or $223,863 at 6%; with 50% employer match about $223,863 at 4% or $149,242 at 6%; with 100% employer match about $167,897 at 4% or $111,931 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 9 | $455,040 | $120,886 | $13,432iApproximate average salary by contribution assumption: employee only about $335,794 at 4% or $223,863 at 6%; with 50% employer match about $223,863 at 4% or $149,242 at 6%; with 100% employer match about $167,897 at 4% or $111,931 at 6%. |
| 2014 | 1 | 9 | $339,592 | $111,505 | $12,389iApproximate average salary by contribution assumption: employee only about $309,736 at 4% or $206,491 at 6%; with 50% employer match about $206,491 at 4% or $137,660 at 6%; with 100% employer match about $154,868 at 4% or $103,245 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 9 | $339,592 | $111,505 | $12,389iApproximate average salary by contribution assumption: employee only about $309,736 at 4% or $206,491 at 6%; with 50% employer match about $206,491 at 4% or $137,660 at 6%; with 100% employer match about $154,868 at 4% or $103,245 at 6%. |
| 2013 | 1 | 9 | $207,188 | $109,312 | $12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,430 at 6%; with 50% employer match about $202,430 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 9 | $207,188 | $109,312 | $12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,430 at 6%; with 50% employer match about $202,430 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%. |
| 2012 | 1 | 9 | $70,453 | $69,914 | $7,768iApproximate average salary by contribution assumption: employee only about $194,206 at 4% or $129,470 at 6%; with 50% employer match about $129,470 at 4% or $86,314 at 6%; with 100% employer match about $97,103 at 4% or $64,735 at 6%. |
| Friends Medical Group 401(K) Profit Sharing Plan | - | 9 | $70,453 | $69,914 | $7,768iApproximate average salary by contribution assumption: employee only about $194,206 at 4% or $129,470 at 6%; with 50% employer match about $129,470 at 4% or $86,314 at 6%; with 100% employer match about $97,103 at 4% or $64,735 at 6%. |