Civic Intelligence

Monica Perlman, MD Inc

Plan context: Monica Perlman, MD Inc. 401(K) Plan

EIN 20-2138632 • San Diego, CA • 24 filings • 5 plans

3900 5th Avenue, Suite 300San Diego, CA 92103
Current Snapshot

Latest Year

2024

2024 Participants

386

2024 Assets

$7,236,625

2024 Contributions

$1,883,434

Historical Graphs

Total Assets Over Time

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

$7,236,625$3,618,313$0200520152024YearValue
$7,236,625Latest year 2024

Participants Over Time

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

3861930200520152024YearValue
386Latest 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
20242386$7,236,625$1,883,434$4,879iApproximate average salary by contribution assumption: employee only about $121,984 at 4% or $81,323 at 6%; with 50% employer match about $81,323 at 4% or $54,215 at 6%; with 100% employer match about $60,992 at 4% or $40,661 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-386$7,236,625$1,883,434$4,879iApproximate average salary by contribution assumption: employee only about $121,984 at 4% or $81,323 at 6%; with 50% employer match about $81,323 at 4% or $54,215 at 6%; with 100% employer match about $60,992 at 4% or $40,661 at 6%.
Monica Perlman MD Inc. Health and Welfare Plan-383---
20232304$4,703,152$1,097,792$3,611iApproximate average salary by contribution assumption: employee only about $90,279 at 4% or $60,186 at 6%; with 50% employer match about $60,186 at 4% or $40,124 at 6%; with 100% employer match about $45,139 at 4% or $30,093 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-131$4,703,152$1,097,792$8,380iApproximate average salary by contribution assumption: employee only about $209,502 at 4% or $139,668 at 6%; with 50% employer match about $139,668 at 4% or $93,112 at 6%; with 100% employer match about $104,751 at 4% or $69,834 at 6%.
Monica Perlman MD Inc. Health and Welfare Plan-304---
20222228$3,156,615$709,529$3,112iApproximate average salary by contribution assumption: employee only about $77,799 at 4% or $51,866 at 6%; with 50% employer match about $51,866 at 4% or $34,577 at 6%; with 100% employer match about $38,900 at 4% or $25,933 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-208$3,156,615$709,529$3,411iApproximate average salary by contribution assumption: employee only about $85,280 at 4% or $56,853 at 6%; with 50% employer match about $56,853 at 4% or $37,902 at 6%; with 100% employer match about $42,640 at 4% or $28,427 at 6%.
Monica Perlman MD Inc. Health and Welfare Plan-228---
20212211$2,991,765$371,031$1,758iApproximate average salary by contribution assumption: employee only about $43,961 at 4% or $29,307 at 6%; with 50% employer match about $29,307 at 4% or $19,538 at 6%; with 100% employer match about $21,981 at 4% or $14,654 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-38$2,991,765$371,031$9,764iApproximate average salary by contribution assumption: employee only about $244,099 at 4% or $162,733 at 6%; with 50% employer match about $162,733 at 4% or $108,489 at 6%; with 100% employer match about $122,050 at 4% or $81,366 at 6%.
Monica Perlman MD Inc. Health and Welfare Plan-211---
20203100$2,240,549$317,080$3,171iApproximate average salary by contribution assumption: employee only about $79,270 at 4% or $52,847 at 6%; with 50% employer match about $52,847 at 4% or $35,231 at 6%; with 100% employer match about $39,635 at 4% or $26,423 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-34$2,240,549$317,080$9,326iApproximate average salary by contribution assumption: employee only about $233,147 at 4% or $155,431 at 6%; with 50% employer match about $155,431 at 4% or $103,621 at 6%; with 100% employer match about $116,574 at 4% or $77,716 at 6%.
Monica Perlman MD Inc. Health and Welfare Plan-100---
Monica Perlman MD Inc. Health and Welfare Plan-100---
2019128$1,801,981$259,870$9,281iApproximate average salary by contribution assumption: employee only about $232,027 at 4% or $154,685 at 6%; with 50% employer match about $154,685 at 4% or $103,123 at 6%; with 100% employer match about $116,013 at 4% or $77,342 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-28$1,801,981$259,870$9,281iApproximate average salary by contribution assumption: employee only about $232,027 at 4% or $154,685 at 6%; with 50% employer match about $154,685 at 4% or $103,123 at 6%; with 100% employer match about $116,013 at 4% or $77,342 at 6%.
2018122$1,245,641$260,851$11,857iApproximate average salary by contribution assumption: employee only about $296,422 at 4% or $197,614 at 6%; with 50% employer match about $197,614 at 4% or $131,743 at 6%; with 100% employer match about $148,211 at 4% or $98,807 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-22$1,245,641$260,851$11,857iApproximate average salary by contribution assumption: employee only about $296,422 at 4% or $197,614 at 6%; with 50% employer match about $197,614 at 4% or $131,743 at 6%; with 100% employer match about $148,211 at 4% or $98,807 at 6%.
2017117$1,117,644$1,055,520$62,089iApproximate average salary by contribution assumption: employee only about $1,552,235 at 4% or $1,034,824 at 6%; with 50% employer match about $1,034,824 at 4% or $689,882 at 6%; with 100% employer match about $776,118 at 4% or $517,412 at 6%.
Monica Perlman, MD Inc. 401(K) Plan-17$1,117,644$1,055,520$62,089iApproximate average salary by contribution assumption: employee only about $1,552,235 at 4% or $1,034,824 at 6%; with 50% employer match about $1,034,824 at 4% or $689,882 at 6%; with 100% employer match about $776,118 at 4% or $517,412 at 6%.
201519$647,889$78,626$8,736iApproximate average salary by contribution assumption: employee only about $218,406 at 4% or $145,604 at 6%; with 50% employer match about $145,604 at 4% or $97,069 at 6%; with 100% employer match about $109,203 at 4% or $72,802 at 6%.
Monica Perlman, MD Inc 401K Plan-9$647,889$78,626$8,736iApproximate average salary by contribution assumption: employee only about $218,406 at 4% or $145,604 at 6%; with 50% employer match about $145,604 at 4% or $97,069 at 6%; with 100% employer match about $109,203 at 4% or $72,802 at 6%.
201419$584,755$80,035$8,893iApproximate average salary by contribution assumption: employee only about $222,319 at 4% or $148,213 at 6%; with 50% employer match about $148,213 at 4% or $98,809 at 6%; with 100% employer match about $111,160 at 4% or $74,106 at 6%.
Monica Perlman, MD Inc 401K Plan-9$584,755$80,035$8,893iApproximate average salary by contribution assumption: employee only about $222,319 at 4% or $148,213 at 6%; with 50% employer match about $148,213 at 4% or $98,809 at 6%; with 100% employer match about $111,160 at 4% or $74,106 at 6%.
2013110$495,702$65,790$6,579iApproximate average salary by contribution assumption: employee only about $164,475 at 4% or $109,650 at 6%; with 50% employer match about $109,650 at 4% or $73,100 at 6%; with 100% employer match about $82,238 at 4% or $54,825 at 6%.
Monica Perlman, MD Inc 401K Plan-10$495,702$65,790$6,579iApproximate average salary by contribution assumption: employee only about $164,475 at 4% or $109,650 at 6%; with 50% employer match about $109,650 at 4% or $73,100 at 6%; with 100% employer match about $82,238 at 4% or $54,825 at 6%.
201218$340,678$59,311$7,414iApproximate average salary by contribution assumption: employee only about $185,347 at 4% or $123,565 at 6%; with 50% employer match about $123,565 at 4% or $82,376 at 6%; with 100% employer match about $92,673 at 4% or $61,782 at 6%.
Monica Perlman, MD Inc 401K Plan-8$340,678$59,311$7,414iApproximate average salary by contribution assumption: employee only about $185,347 at 4% or $123,565 at 6%; with 50% employer match about $123,565 at 4% or $82,376 at 6%; with 100% employer match about $92,673 at 4% or $61,782 at 6%.
201117$243,838$65,689$9,384iApproximate average salary by contribution assumption: employee only about $234,604 at 4% or $156,402 at 6%; with 50% employer match about $156,402 at 4% or $104,268 at 6%; with 100% employer match about $117,302 at 4% or $78,201 at 6%.
Monica Perlman, MD Inc 401K Plan-7$243,838$65,689$9,384iApproximate average salary by contribution assumption: employee only about $234,604 at 4% or $156,402 at 6%; with 50% employer match about $156,402 at 4% or $104,268 at 6%; with 100% employer match about $117,302 at 4% or $78,201 at 6%.
201018$184,488$52,968$6,621iApproximate average salary by contribution assumption: employee only about $165,525 at 4% or $110,350 at 6%; with 50% employer match about $110,350 at 4% or $73,567 at 6%; with 100% employer match about $82,763 at 4% or $55,175 at 6%.
Monica Perlman, MD Inc 401K Plan-8$184,488$52,968$6,621iApproximate average salary by contribution assumption: employee only about $165,525 at 4% or $110,350 at 6%; with 50% employer match about $110,350 at 4% or $73,567 at 6%; with 100% employer match about $82,763 at 4% or $55,175 at 6%.
200917$110,674$48,979$6,997iApproximate average salary by contribution assumption: employee only about $174,925 at 4% or $116,617 at 6%; with 50% employer match about $116,617 at 4% or $77,744 at 6%; with 100% employer match about $87,463 at 4% or $58,308 at 6%.
Monica Perlman, MD Inc 401K Plan-7$110,674$48,979$6,997iApproximate average salary by contribution assumption: employee only about $174,925 at 4% or $116,617 at 6%; with 50% employer match about $116,617 at 4% or $77,744 at 6%; with 100% employer match about $87,463 at 4% or $58,308 at 6%.
2008112$36,699$47,148$3,929iApproximate average salary by contribution assumption: employee only about $98,225 at 4% or $65,483 at 6%; with 50% employer match about $65,483 at 4% or $43,656 at 6%; with 100% employer match about $49,113 at 4% or $32,742 at 6%.
Monica Perlman, MD Inc 401K Plan-12$36,699$47,148$3,929iApproximate average salary by contribution assumption: employee only about $98,225 at 4% or $65,483 at 6%; with 50% employer match about $65,483 at 4% or $43,656 at 6%; with 100% employer match about $49,113 at 4% or $32,742 at 6%.
200713$24,052$8,165$2,722iApproximate average salary by contribution assumption: employee only about $68,042 at 4% or $45,361 at 6%; with 50% employer match about $45,361 at 4% or $30,241 at 6%; with 100% employer match about $34,021 at 4% or $22,681 at 6%.
Monica Perlman, MD Inc 401K Plan-3$24,052$8,165$2,722iApproximate average salary by contribution assumption: employee only about $68,042 at 4% or $45,361 at 6%; with 50% employer match about $45,361 at 4% or $30,241 at 6%; with 100% employer match about $34,021 at 4% or $22,681 at 6%.
200516$5,214$5,090$848iApproximate average salary by contribution assumption: employee only about $21,208 at 4% or $14,139 at 6%; with 50% employer match about $14,139 at 4% or $9,426 at 6%; with 100% employer match about $10,604 at 4% or $7,069 at 6%.
Monica Perlman, MD Inc 401K Plan-6$5,214$5,090$848iApproximate average salary by contribution assumption: employee only about $21,208 at 4% or $14,139 at 6%; with 50% employer match about $14,139 at 4% or $9,426 at 6%; with 100% employer match about $10,604 at 4% or $7,069 at 6%.