Samuel Kugel, MD Retirement Plan
Plan context: Samuel Kugel, MD Profit Sharing Plan
EIN 20-1494980 • LA Jolla, CA • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$5,286,465
2024 Contributions
$4,336,858
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 | 3 | $5,286,465 | $4,336,858 | $1,445,619iApproximate average salary by contribution assumption: employee only about $36,140,483 at 4% or $24,093,656 at 6%; with 50% employer match about $24,093,656 at 4% or $16,062,437 at 6%; with 100% employer match about $18,070,242 at 4% or $12,046,828 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $5,286,465 | $4,336,858 | $1,445,619iApproximate average salary by contribution assumption: employee only about $36,140,483 at 4% or $24,093,656 at 6%; with 50% employer match about $24,093,656 at 4% or $16,062,437 at 6%; with 100% employer match about $18,070,242 at 4% or $12,046,828 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 3 | $4,344,956 | $200,000 | $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%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $4,344,956 | $200,000 | $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%. |
| 2022 | 2 | 2 | $5,040,153 | $500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 2 | $4,173,871 | $500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 2 | $866,282 | $0 | - |
| 2021 | 2 | 3 | $4,679,128 | $200,000 | $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%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $3,743,303 | $200,000 | $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%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 2 | $935,825 | $0 | - |
| 2020 | 2 | 3 | $4,433,388 | $200,000 | $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%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $3,440,100 | $200,000 | $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%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $993,288 | $0 | - |
| 2019 | 2 | 4 | $4,216,251 | $50,000 | $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%. |
| Samuel Kugel, M.D. Retirement Plan | - | 4 | $3,258,020 | $50,000 | $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%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $958,231 | $0 | - |
| 2018 | 2 | 4 | $4,244,575 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 4 | $3,299,536 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $945,039 | $0 | - |
| 2017 | 2 | 4 | $4,089,305 | $7,000 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 4 | $3,015,113 | $7,000 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $1,074,192 | $0 | - |
| 2016 | 2 | 3 | $3,923,922 | $249,850 | $83,283iApproximate average salary by contribution assumption: employee only about $2,082,083 at 4% or $1,388,056 at 6%; with 50% employer match about $1,388,056 at 4% or $925,370 at 6%; with 100% employer match about $1,041,042 at 4% or $694,028 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $3,384,273 | $207,700 | $69,233iApproximate average salary by contribution assumption: employee only about $1,730,833 at 4% or $1,153,889 at 6%; with 50% employer match about $1,153,889 at 4% or $769,259 at 6%; with 100% employer match about $865,417 at 4% or $576,944 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $539,649 | $42,150 | $14,050iApproximate average salary by contribution assumption: employee only about $351,250 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,083 at 6%. |
| 2015 | 2 | 3 | $3,568,720 | $735,365 | $245,122iApproximate average salary by contribution assumption: employee only about $6,128,042 at 4% or $4,085,361 at 6%; with 50% employer match about $4,085,361 at 4% or $2,723,574 at 6%; with 100% employer match about $3,064,021 at 4% or $2,042,681 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $3,083,355 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 1 | $485,365 | $485,365 | $485,365iApproximate average salary by contribution assumption: employee only about $12,134,125 at 4% or $8,089,417 at 6%; with 50% employer match about $8,089,417 at 4% or $5,392,944 at 6%; with 100% employer match about $6,067,063 at 4% or $4,044,708 at 6%. |
| 2014 | 1 | 3 | $2,703,611 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Samuel Kugel, M.D. Retirement Plan | - | 3 | $2,703,611 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2013 | 1 | 3 | $2,651,452 | $231,452 | $77,151iApproximate average salary by contribution assumption: employee only about $1,928,767 at 4% or $1,285,844 at 6%; with 50% employer match about $1,285,844 at 4% or $857,230 at 6%; with 100% employer match about $964,383 at 4% or $642,922 at 6%. |
| Samuel Kugel, MD Profit Sharing Plan | - | 3 | $2,651,452 | $231,452 | $77,151iApproximate average salary by contribution assumption: employee only about $1,928,767 at 4% or $1,285,844 at 6%; with 50% employer match about $1,285,844 at 4% or $857,230 at 6%; with 100% employer match about $964,383 at 4% or $642,922 at 6%. |