Civic Intelligence

Michael Sheety, M.D. Inc.

Plan context: Michael Sheety, M.D. Inc. Cash Balance Plan and Trust

EIN 20-1637987 • Santa Ana, CA • 22 filings • 3 plans

2010 East 1st StreetSanta Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,399,501

2024 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$1,399,501$699,751$0201420192024YearValue
$1,399,501Latest year 2024

Participants Over Time

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

1370201420192024YearValue
13Latest 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
2024213$1,399,501$100,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-10$1,315,244$93,609$9,361iApproximate average salary by contribution assumption: employee only about $234,023 at 4% or $156,015 at 6%; with 50% employer match about $156,015 at 4% or $104,010 at 6%; with 100% employer match about $117,011 at 4% or $78,008 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-13$84,257$6,391$492iApproximate average salary by contribution assumption: employee only about $12,290 at 4% or $8,194 at 6%; with 50% employer match about $8,194 at 4% or $5,462 at 6%; with 100% employer match about $6,145 at 4% or $4,097 at 6%.
2023212$1,284,328$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-10$1,208,556$94,352$9,435iApproximate average salary by contribution assumption: employee only about $235,880 at 4% or $157,253 at 6%; with 50% employer match about $157,253 at 4% or $104,836 at 6%; with 100% employer match about $117,940 at 4% or $78,627 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-12$75,772$5,648$471iApproximate average salary by contribution assumption: employee only about $11,767 at 4% or $7,844 at 6%; with 50% employer match about $7,844 at 4% or $5,230 at 6%; with 100% employer match about $5,883 at 4% or $3,922 at 6%.
2022212$1,214,616$125,000$10,417iApproximate average salary by contribution assumption: employee only about $260,417 at 4% or $173,611 at 6%; with 50% employer match about $173,611 at 4% or $115,741 at 6%; with 100% employer match about $130,208 at 4% or $86,806 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-10$1,145,001$118,803$11,880iApproximate average salary by contribution assumption: employee only about $297,008 at 4% or $198,005 at 6%; with 50% employer match about $198,005 at 4% or $132,003 at 6%; with 100% employer match about $148,504 at 4% or $99,003 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-12$69,615$6,197$516iApproximate average salary by contribution assumption: employee only about $12,910 at 4% or $8,607 at 6%; with 50% employer match about $8,607 at 4% or $5,738 at 6%; with 100% employer match about $6,455 at 4% or $4,303 at 6%.
202129$1,075,396$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-9$1,012,149$88,482$9,831iApproximate average salary by contribution assumption: employee only about $245,783 at 4% or $163,856 at 6%; with 50% employer match about $163,856 at 4% or $109,237 at 6%; with 100% employer match about $122,892 at 4% or $81,928 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-9$63,247$11,518$1,280iApproximate average salary by contribution assumption: employee only about $31,994 at 4% or $21,330 at 6%; with 50% employer match about $21,330 at 4% or $14,220 at 6%; with 100% employer match about $15,997 at 4% or $10,665 at 6%.
202029$959,595$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-9$902,640$55,000$6,111iApproximate average salary by contribution assumption: employee only about $152,778 at 4% or $101,852 at 6%; with 50% employer match about $101,852 at 4% or $67,901 at 6%; with 100% employer match about $76,389 at 4% or $50,926 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-9$56,955$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
201929$752,486$106,856$11,873iApproximate average salary by contribution assumption: employee only about $296,822 at 4% or $197,881 at 6%; with 50% employer match about $197,881 at 4% or $131,921 at 6%; with 100% employer match about $148,411 at 4% or $98,941 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-6$663,566$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-9$88,920$6,856$762iApproximate average salary by contribution assumption: employee only about $19,044 at 4% or $12,696 at 6%; with 50% employer match about $12,696 at 4% or $8,464 at 6%; with 100% employer match about $9,522 at 4% or $6,348 at 6%.
201828$568,683$100,004$12,501iApproximate average salary by contribution assumption: employee only about $312,513 at 4% or $208,342 at 6%; with 50% employer match about $208,342 at 4% or $138,894 at 6%; with 100% employer match about $156,256 at 4% or $104,171 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-7$490,624$92,200$13,171iApproximate average salary by contribution assumption: employee only about $329,286 at 4% or $219,524 at 6%; with 50% employer match about $219,524 at 4% or $146,349 at 6%; with 100% employer match about $164,643 at 4% or $109,762 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-8$78,059$7,804$976iApproximate average salary by contribution assumption: employee only about $24,388 at 4% or $16,258 at 6%; with 50% employer match about $16,258 at 4% or $10,839 at 6%; with 100% employer match about $12,194 at 4% or $8,129 at 6%.
201728$539,722$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%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-8$465,890$88,921$11,115iApproximate average salary by contribution assumption: employee only about $277,878 at 4% or $185,252 at 6%; with 50% employer match about $185,252 at 4% or $123,501 at 6%; with 100% employer match about $138,939 at 4% or $92,626 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-8$73,832$11,079$1,385iApproximate average salary by contribution assumption: employee only about $34,622 at 4% or $23,081 at 6%; with 50% employer match about $23,081 at 4% or $15,388 at 6%; with 100% employer match about $17,311 at 4% or $11,541 at 6%.
201626$484,123$165,649$27,608iApproximate average salary by contribution assumption: employee only about $690,204 at 4% or $460,136 at 6%; with 50% employer match about $460,136 at 4% or $306,757 at 6%; with 100% employer match about $345,102 at 4% or $230,068 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-5$424,213$139,000$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-6$59,910$26,649$4,442iApproximate average salary by contribution assumption: employee only about $111,038 at 4% or $74,025 at 6%; with 50% employer match about $74,025 at 4% or $49,350 at 6%; with 100% employer match about $55,519 at 4% or $37,013 at 6%.
201526$306,919$175,000$29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-6$274,323$163,315$27,219iApproximate average salary by contribution assumption: employee only about $680,479 at 4% or $453,653 at 6%; with 50% employer match about $453,653 at 4% or $302,435 at 6%; with 100% employer match about $340,240 at 4% or $226,826 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-6$32,596$11,685$1,948iApproximate average salary by contribution assumption: employee only about $48,688 at 4% or $32,458 at 6%; with 50% employer match about $32,458 at 4% or $21,639 at 6%; with 100% employer match about $24,344 at 4% or $16,229 at 6%.
201429$133,139$133,139$14,793iApproximate average salary by contribution assumption: employee only about $369,831 at 4% or $246,554 at 6%; with 50% employer match about $246,554 at 4% or $164,369 at 6%; with 100% employer match about $184,915 at 4% or $123,277 at 6%.
Michael Sheety, M.D. Inc. Cash Balance Plan and Trust-7$111,000$111,000$15,857iApproximate average salary by contribution assumption: employee only about $396,429 at 4% or $264,286 at 6%; with 50% employer match about $264,286 at 4% or $176,190 at 6%; with 100% employer match about $198,214 at 4% or $132,143 at 6%.
Michael Sheety, M.D. Inc. 401 (K) Profit Sharing Plan-9$22,139$22,139$2,460iApproximate average salary by contribution assumption: employee only about $61,497 at 4% or $40,998 at 6%; with 50% employer match about $40,998 at 4% or $27,332 at 6%; with 100% employer match about $30,749 at 4% or $20,499 at 6%.