Civic Intelligence

Carmen Terreros, M.D. Inc.

Plan context: CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN

EIN 20-1750839 • Santa Ana, CA • 17 filings • 3 plans

801 N. Tustin Avenue, Suite 607Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,578,506

2024 Contributions

$320,663

Historical Graphs

Total Assets Over Time

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

$2,578,506$1,289,253$0201520202024YearValue
$2,578,506Latest year 2024

Participants Over Time

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

1050201520202024YearValue
10Latest 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
2024210$2,578,506$320,663$32,066iApproximate average salary by contribution assumption: employee only about $801,658 at 4% or $534,438 at 6%; with 50% employer match about $534,438 at 4% or $356,292 at 6%; with 100% employer match about $400,829 at 4% or $267,219 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$1,582,126$230,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-10$996,380$90,663$9,066iApproximate average salary by contribution assumption: employee only about $226,657 at 4% or $151,105 at 6%; with 50% employer match about $151,105 at 4% or $100,737 at 6%; with 100% employer match about $113,329 at 4% or $75,553 at 6%.
202329$2,127,160$333,958$37,106iApproximate average salary by contribution assumption: employee only about $927,661 at 4% or $618,441 at 6%; with 50% employer match about $618,441 at 4% or $412,294 at 6%; with 100% employer match about $463,831 at 4% or $309,220 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$1,275,252$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-9$851,908$83,958$9,329iApproximate average salary by contribution assumption: employee only about $233,217 at 4% or $155,478 at 6%; with 50% employer match about $155,478 at 4% or $103,652 at 6%; with 100% employer match about $116,608 at 4% or $77,739 at 6%.
202229$1,682,072$277,760$30,862iApproximate average salary by contribution assumption: employee only about $771,556 at 4% or $514,370 at 6%; with 50% employer match about $514,370 at 4% or $342,914 at 6%; with 100% employer match about $385,778 at 4% or $257,185 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$955,865$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-9$726,207$77,760$8,640iApproximate average salary by contribution assumption: employee only about $216,000 at 4% or $144,000 at 6%; with 50% employer match about $144,000 at 4% or $96,000 at 6%; with 100% employer match about $108,000 at 4% or $72,000 at 6%.
202128$1,668,973$287,384$35,923iApproximate average salary by contribution assumption: employee only about $898,075 at 4% or $598,717 at 6%; with 50% employer match about $598,717 at 4% or $399,144 at 6%; with 100% employer match about $449,038 at 4% or $299,358 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-5$847,880$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-8$821,093$87,384$10,923iApproximate average salary by contribution assumption: employee only about $273,075 at 4% or $182,050 at 6%; with 50% employer match about $182,050 at 4% or $121,367 at 6%; with 100% employer match about $136,538 at 4% or $91,025 at 6%.
202028$1,311,630$282,773$35,347iApproximate average salary by contribution assumption: employee only about $883,666 at 4% or $589,110 at 6%; with 50% employer match about $589,110 at 4% or $392,740 at 6%; with 100% employer match about $441,833 at 4% or $294,555 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-8$687,793$82,773$10,347iApproximate average salary by contribution assumption: employee only about $258,666 at 4% or $172,444 at 6%; with 50% employer match about $172,444 at 4% or $114,963 at 6%; with 100% employer match about $129,333 at 4% or $86,222 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$623,837$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201928$911,693$262,146$32,768iApproximate average salary by contribution assumption: employee only about $819,206 at 4% or $546,138 at 6%; with 50% employer match about $546,138 at 4% or $364,092 at 6%; with 100% employer match about $409,603 at 4% or $273,069 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-8$532,130$73,426$9,178iApproximate average salary by contribution assumption: employee only about $229,456 at 4% or $152,971 at 6%; with 50% employer match about $152,971 at 4% or $101,981 at 6%; with 100% employer match about $114,728 at 4% or $76,485 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$379,563$188,720$31,453iApproximate average salary by contribution assumption: employee only about $786,333 at 4% or $524,222 at 6%; with 50% employer match about $524,222 at 4% or $349,481 at 6%; with 100% employer match about $393,167 at 4% or $262,111 at 6%.
201828$571,182$297,598$37,200iApproximate average salary by contribution assumption: employee only about $929,994 at 4% or $619,996 at 6%; with 50% employer match about $619,996 at 4% or $413,331 at 6%; with 100% employer match about $464,997 at 4% or $309,998 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-8$385,243$111,659$13,957iApproximate average salary by contribution assumption: employee only about $348,934 at 4% or $232,623 at 6%; with 50% employer match about $232,623 at 4% or $155,082 at 6%; with 100% employer match about $174,467 at 4% or $116,311 at 6%.
CARMEN TERREROS, M.D., INC. CASH BALANCE PENSION PLAN-6$185,939$185,939$30,990iApproximate average salary by contribution assumption: employee only about $774,746 at 4% or $516,497 at 6%; with 50% employer match about $516,497 at 4% or $344,331 at 6%; with 100% employer match about $387,373 at 4% or $258,249 at 6%.
201717$275,398$80,604$11,515iApproximate average salary by contribution assumption: employee only about $287,871 at 4% or $191,914 at 6%; with 50% employer match about $191,914 at 4% or $127,943 at 6%; with 100% employer match about $143,936 at 4% or $95,957 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-7$275,398$80,604$11,515iApproximate average salary by contribution assumption: employee only about $287,871 at 4% or $191,914 at 6%; with 50% employer match about $191,914 at 4% or $127,943 at 6%; with 100% employer match about $143,936 at 4% or $95,957 at 6%.
201615$159,356$74,960$14,992iApproximate average salary by contribution assumption: employee only about $374,800 at 4% or $249,867 at 6%; with 50% employer match about $249,867 at 4% or $166,578 at 6%; with 100% employer match about $187,400 at 4% or $124,933 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-5$159,356$74,960$14,992iApproximate average salary by contribution assumption: employee only about $374,800 at 4% or $249,867 at 6%; with 50% employer match about $249,867 at 4% or $166,578 at 6%; with 100% employer match about $187,400 at 4% or $124,933 at 6%.
201515$76,702$77,234$15,447iApproximate average salary by contribution assumption: employee only about $386,170 at 4% or $257,447 at 6%; with 50% employer match about $257,447 at 4% or $171,631 at 6%; with 100% employer match about $193,085 at 4% or $128,723 at 6%.
Carmen Terreros, M.D. Inc. 401(K) Profit Sharing Plan-5$76,702$77,234$15,447iApproximate average salary by contribution assumption: employee only about $386,170 at 4% or $257,447 at 6%; with 50% employer match about $257,447 at 4% or $171,631 at 6%; with 100% employer match about $193,085 at 4% or $128,723 at 6%.