Samir E. Hage, D.O. Inc.
Plan context: Samir E. Hage, D.O. Inc. Cash Balance Pension Plan
EIN 20-1250475 • Redlands, CA • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,770,295
2024 Contributions
$557,564
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 | 3 | 8 | $4,770,295 | $557,564 | $69,696iApproximate average salary by contribution assumption: employee only about $1,742,388 at 4% or $1,161,592 at 6%; with 50% employer match about $1,161,592 at 4% or $774,394 at 6%; with 100% employer match about $871,194 at 4% or $580,796 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 6 | $3,268,447 | $400,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,345,323 | $98,252 | $12,282iApproximate average salary by contribution assumption: employee only about $307,038 at 4% or $204,692 at 6%; with 50% employer match about $204,692 at 4% or $136,461 at 6%; with 100% employer match about $153,519 at 4% or $102,346 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 3 | $156,525 | $59,312 | $19,771iApproximate average salary by contribution assumption: employee only about $494,267 at 4% or $329,511 at 6%; with 50% employer match about $329,511 at 4% or $219,674 at 6%; with 100% employer match about $247,133 at 4% or $164,756 at 6%. |
| 2023 | 3 | 8 | $3,899,410 | $574,192 | $71,774iApproximate average salary by contribution assumption: employee only about $1,794,350 at 4% or $1,196,233 at 6%; with 50% employer match about $1,196,233 at 4% or $797,489 at 6%; with 100% employer match about $897,175 at 4% or $598,117 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 6 | $2,712,360 | $450,998 | $75,166iApproximate average salary by contribution assumption: employee only about $1,879,158 at 4% or $1,252,772 at 6%; with 50% employer match about $1,252,772 at 4% or $835,181 at 6%; with 100% employer match about $939,579 at 4% or $626,386 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,099,261 | $106,557 | $13,320iApproximate average salary by contribution assumption: employee only about $332,991 at 4% or $221,994 at 6%; with 50% employer match about $221,994 at 4% or $147,996 at 6%; with 100% employer match about $166,495 at 4% or $110,997 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 4 | $87,789 | $16,637 | $4,159iApproximate average salary by contribution assumption: employee only about $103,981 at 4% or $69,321 at 6%; with 50% employer match about $69,321 at 4% or $46,214 at 6%; with 100% employer match about $51,991 at 4% or $34,660 at 6%. |
| 2022 | 3 | 12 | $3,020,975 | $463,353 | $38,613iApproximate average salary by contribution assumption: employee only about $965,319 at 4% or $643,546 at 6%; with 50% employer match about $643,546 at 4% or $429,031 at 6%; with 100% employer match about $482,659 at 4% or $321,773 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 6 | $2,034,881 | $352,000 | $58,667iApproximate average salary by contribution assumption: employee only about $1,466,667 at 4% or $977,778 at 6%; with 50% employer match about $977,778 at 4% or $651,852 at 6%; with 100% employer match about $733,333 at 4% or $488,889 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 12 | $864,474 | $95,697 | $7,975iApproximate average salary by contribution assumption: employee only about $199,369 at 4% or $132,913 at 6%; with 50% employer match about $132,913 at 4% or $88,608 at 6%; with 100% employer match about $99,684 at 4% or $66,456 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 4 | $121,620 | $15,656 | $3,914iApproximate average salary by contribution assumption: employee only about $97,850 at 4% or $65,233 at 6%; with 50% employer match about $65,233 at 4% or $43,489 at 6%; with 100% employer match about $48,925 at 4% or $32,617 at 6%. |
| 2021 | 3 | 12 | $2,853,257 | $333,795 | $27,816iApproximate average salary by contribution assumption: employee only about $695,406 at 4% or $463,604 at 6%; with 50% employer match about $463,604 at 4% or $309,069 at 6%; with 100% employer match about $347,703 at 4% or $231,802 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 9 | $1,796,689 | $198,779 | $22,087iApproximate average salary by contribution assumption: employee only about $552,164 at 4% or $368,109 at 6%; with 50% employer match about $368,109 at 4% or $245,406 at 6%; with 100% employer match about $276,082 at 4% or $184,055 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 12 | $925,427 | $113,945 | $9,495iApproximate average salary by contribution assumption: employee only about $237,385 at 4% or $158,257 at 6%; with 50% employer match about $158,257 at 4% or $105,505 at 6%; with 100% employer match about $118,693 at 4% or $79,128 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 3 | $131,141 | $21,071 | $7,024iApproximate average salary by contribution assumption: employee only about $175,592 at 4% or $117,061 at 6%; with 50% employer match about $117,061 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%. |
| 2020 | 3 | 9 | $2,245,029 | $327,343 | $36,371iApproximate average salary by contribution assumption: employee only about $909,286 at 4% or $606,191 at 6%; with 50% employer match about $606,191 at 4% or $404,127 at 6%; with 100% employer match about $454,643 at 4% or $303,095 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 9 | $1,400,521 | $199,247 | $22,139iApproximate average salary by contribution assumption: employee only about $553,464 at 4% or $368,976 at 6%; with 50% employer match about $368,976 at 4% or $245,984 at 6%; with 100% employer match about $276,732 at 4% or $184,488 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 9 | $743,494 | $110,864 | $12,318iApproximate average salary by contribution assumption: employee only about $307,956 at 4% or $205,304 at 6%; with 50% employer match about $205,304 at 4% or $136,869 at 6%; with 100% employer match about $153,978 at 4% or $102,652 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 3 | $101,014 | $17,232 | $5,744iApproximate average salary by contribution assumption: employee only about $143,600 at 4% or $95,733 at 6%; with 50% employer match about $95,733 at 4% or $63,822 at 6%; with 100% employer match about $71,800 at 4% or $47,867 at 6%. |
| 2019 | 3 | 8 | $1,908,245 | $262,212 | $32,777iApproximate average salary by contribution assumption: employee only about $819,413 at 4% or $546,275 at 6%; with 50% employer match about $546,275 at 4% or $364,183 at 6%; with 100% employer match about $409,706 at 4% or $273,138 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 7 | $1,063,594 | $162,757 | $23,251iApproximate average salary by contribution assumption: employee only about $581,275 at 4% or $387,517 at 6%; with 50% employer match about $387,517 at 4% or $258,344 at 6%; with 100% employer match about $290,638 at 4% or $193,758 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 8 | $770,719 | $85,589 | $10,699iApproximate average salary by contribution assumption: employee only about $267,466 at 4% or $178,310 at 6%; with 50% employer match about $178,310 at 4% or $118,874 at 6%; with 100% employer match about $133,733 at 4% or $89,155 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 2 | $73,932 | $13,866 | $6,933iApproximate average salary by contribution assumption: employee only about $173,325 at 4% or $115,550 at 6%; with 50% employer match about $115,550 at 4% or $77,033 at 6%; with 100% employer match about $86,663 at 4% or $57,775 at 6%. |
| 2018 | 3 | 9 | $1,425,035 | $264,178 | $29,353iApproximate average salary by contribution assumption: employee only about $733,828 at 4% or $489,219 at 6%; with 50% employer match about $489,219 at 4% or $326,146 at 6%; with 100% employer match about $366,914 at 4% or $244,609 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 8 | $786,230 | $162,310 | $20,289iApproximate average salary by contribution assumption: employee only about $507,219 at 4% or $338,146 at 6%; with 50% employer match about $338,146 at 4% or $225,431 at 6%; with 100% employer match about $253,609 at 4% or $169,073 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 9 | $588,335 | $92,952 | $10,328iApproximate average salary by contribution assumption: employee only about $258,200 at 4% or $172,133 at 6%; with 50% employer match about $172,133 at 4% or $114,756 at 6%; with 100% employer match about $129,100 at 4% or $86,067 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 2 | $50,470 | $8,916 | $4,458iApproximate average salary by contribution assumption: employee only about $111,450 at 4% or $74,300 at 6%; with 50% employer match about $74,300 at 4% or $49,533 at 6%; with 100% employer match about $55,725 at 4% or $37,150 at 6%. |
| 2017 | 3 | 9 | $1,254,481 | $190,021 | $21,113iApproximate average salary by contribution assumption: employee only about $527,836 at 4% or $351,891 at 6%; with 50% employer match about $351,891 at 4% or $234,594 at 6%; with 100% employer match about $263,918 at 4% or $175,945 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 8 | $650,544 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 9 | $559,230 | $79,605 | $8,845iApproximate average salary by contribution assumption: employee only about $221,125 at 4% or $147,417 at 6%; with 50% employer match about $147,417 at 4% or $98,278 at 6%; with 100% employer match about $110,563 at 4% or $73,708 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 2 | $44,707 | $10,416 | $5,208iApproximate average salary by contribution assumption: employee only about $130,200 at 4% or $86,800 at 6%; with 50% employer match about $86,800 at 4% or $57,867 at 6%; with 100% employer match about $65,100 at 4% or $43,400 at 6%. |
| 2016 | 3 | 10 | $964,200 | $333,886 | $33,389iApproximate average salary by contribution assumption: employee only about $834,715 at 4% or $556,477 at 6%; with 50% employer match about $556,477 at 4% or $370,984 at 6%; with 100% employer match about $417,358 at 4% or $278,238 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 8 | $496,978 | $250,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 10 | $437,740 | $76,590 | $7,659iApproximate average salary by contribution assumption: employee only about $191,475 at 4% or $127,650 at 6%; with 50% employer match about $127,650 at 4% or $85,100 at 6%; with 100% employer match about $95,738 at 4% or $63,825 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 2 | $29,482 | $7,296 | $3,648iApproximate average salary by contribution assumption: employee only about $91,200 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%. |
| 2015 | 4 | 7 | $894,729 | $243,777 | $34,825iApproximate average salary by contribution assumption: employee only about $870,632 at 4% or $580,421 at 6%; with 50% employer match about $580,421 at 4% or $386,948 at 6%; with 100% employer match about $435,316 at 4% or $290,211 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 7 | $328,865 | $61,626 | $8,804iApproximate average salary by contribution assumption: employee only about $220,093 at 4% or $146,729 at 6%; with 50% employer match about $146,729 at 4% or $97,819 at 6%; with 100% employer match about $110,046 at 4% or $73,364 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) P/S PLAN | - | 6 | $323,832 | $54,109 | $9,018iApproximate average salary by contribution assumption: employee only about $225,454 at 4% or $150,303 at 6%; with 50% employer match about $150,303 at 4% or $100,202 at 6%; with 100% employer match about $112,727 at 4% or $75,151 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 6 | $221,281 | $117,854 | $19,642iApproximate average salary by contribution assumption: employee only about $491,058 at 4% or $327,372 at 6%; with 50% employer match about $327,372 at 4% or $218,248 at 6%; with 100% employer match about $245,529 at 4% or $163,686 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) PLAN | - | 2 | $20,751 | $10,188 | $5,094iApproximate average salary by contribution assumption: employee only about $127,350 at 4% or $84,900 at 6%; with 50% employer match about $84,900 at 4% or $56,600 at 6%; with 100% employer match about $63,675 at 4% or $42,450 at 6%. |
| 2014 | 3 | 9 | $480,582 | $215,362 | $23,929iApproximate average salary by contribution assumption: employee only about $598,228 at 4% or $398,819 at 6%; with 50% employer match about $398,819 at 4% or $265,879 at 6%; with 100% employer match about $299,114 at 4% or $199,409 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) P/S PLAN | - | 8 | $347,900 | $82,680 | $10,335iApproximate average salary by contribution assumption: employee only about $258,375 at 4% or $172,250 at 6%; with 50% employer match about $172,250 at 4% or $114,833 at 6%; with 100% employer match about $129,188 at 4% or $86,125 at 6%. |
| Samir E. Hage, D.O. Inc. Cash Balance Pension Plan | - | 9 | $109,381 | $109,381 | $12,153iApproximate average salary by contribution assumption: employee only about $303,836 at 4% or $202,557 at 6%; with 50% employer match about $202,557 at 4% or $135,038 at 6%; with 100% employer match about $151,918 at 4% or $101,279 at 6%. |
| Samir E. Hage, D.O. Inc. 401(K) Profit Sharing Plan | - | 6 | $23,301 | $23,301 | $3,884iApproximate average salary by contribution assumption: employee only about $97,088 at 4% or $64,725 at 6%; with 50% employer match about $64,725 at 4% or $43,150 at 6%; with 100% employer match about $48,544 at 4% or $32,363 at 6%. |
| 2013 | 1 | 9 | $249,449 | $112,500 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) P/S PLAN | - | 9 | $249,449 | $112,500 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2012 | 1 | 7 | $107,825 | $105,035 | $15,005iApproximate average salary by contribution assumption: employee only about $375,125 at 4% or $250,083 at 6%; with 50% employer match about $250,083 at 4% or $166,722 at 6%; with 100% employer match about $187,563 at 4% or $125,042 at 6%. |
| SAMIR E. HAGE, D.O., INC. 401(K) P/S PLAN | - | 7 | $107,825 | $105,035 | $15,005iApproximate average salary by contribution assumption: employee only about $375,125 at 4% or $250,083 at 6%; with 50% employer match about $250,083 at 4% or $166,722 at 6%; with 100% employer match about $187,563 at 4% or $125,042 at 6%. |