Civic Intelligence

Donna L. Medrea, a Sole Proprietorship

Plan context: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST

EIN 20-2157061 • LA Jolla, CA • 22 filings • 2 plans

5754 Dolphin PlaceLA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,515,264

2024 Contributions

$3,180

Historical Graphs

Total Assets Over Time

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

$2,515,264$1,257,632$0201420192024YearValue
$2,515,264Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202424$2,515,264$3,180$795iApproximate average salary by contribution assumption: employee only about $19,875 at 4% or $13,250 at 6%; with 50% employer match about $13,250 at 4% or $8,833 at 6%; with 100% employer match about $9,938 at 4% or $6,625 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$2,365,151--
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$150,113$3,180$795iApproximate average salary by contribution assumption: employee only about $19,875 at 4% or $13,250 at 6%; with 50% employer match about $13,250 at 4% or $8,833 at 6%; with 100% employer match about $9,938 at 4% or $6,625 at 6%.
202324$1,958,094$3,690$923iApproximate average salary by contribution assumption: employee only about $23,063 at 4% or $15,375 at 6%; with 50% employer match about $15,375 at 4% or $10,250 at 6%; with 100% employer match about $11,531 at 4% or $7,688 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$1,819,553--
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$138,541$3,690$923iApproximate average salary by contribution assumption: employee only about $23,063 at 4% or $15,375 at 6%; with 50% employer match about $15,375 at 4% or $10,250 at 6%; with 100% employer match about $11,531 at 4% or $7,688 at 6%.
202224$1,590,095$16,080$4,020iApproximate average salary by contribution assumption: employee only about $100,500 at 4% or $67,000 at 6%; with 50% employer match about $67,000 at 4% or $44,667 at 6%; with 100% employer match about $50,250 at 4% or $33,500 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$1,474,215--
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$115,880$16,080$4,020iApproximate average salary by contribution assumption: employee only about $100,500 at 4% or $67,000 at 6%; with 50% employer match about $67,000 at 4% or $44,667 at 6%; with 100% employer match about $50,250 at 4% or $33,500 at 6%.
202124$2,026,052$53,098$13,275iApproximate average salary by contribution assumption: employee only about $331,863 at 4% or $221,242 at 6%; with 50% employer match about $221,242 at 4% or $147,494 at 6%; with 100% employer match about $165,931 at 4% or $110,621 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$1,913,440--
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$112,612$53,098$13,275iApproximate average salary by contribution assumption: employee only about $331,863 at 4% or $221,242 at 6%; with 50% employer match about $221,242 at 4% or $147,494 at 6%; with 100% employer match about $165,931 at 4% or $110,621 at 6%.
202024$1,852,246$110,647$27,662iApproximate average salary by contribution assumption: employee only about $691,544 at 4% or $461,029 at 6%; with 50% employer match about $461,029 at 4% or $307,353 at 6%; with 100% employer match about $345,772 at 4% or $230,515 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$1,786,997$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$65,249$10,647$2,662iApproximate average salary by contribution assumption: employee only about $66,544 at 4% or $44,363 at 6%; with 50% employer match about $44,363 at 4% or $29,575 at 6%; with 100% employer match about $33,272 at 4% or $22,181 at 6%.
201924$1,467,213$102,525$25,631iApproximate average salary by contribution assumption: employee only about $640,781 at 4% or $427,188 at 6%; with 50% employer match about $427,188 at 4% or $284,792 at 6%; with 100% employer match about $320,391 at 4% or $213,594 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-4$1,415,155$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-4$52,058$2,525$631iApproximate average salary by contribution assumption: employee only about $15,781 at 4% or $10,521 at 6%; with 50% employer match about $10,521 at 4% or $7,014 at 6%; with 100% employer match about $7,891 at 4% or $5,260 at 6%.
201823$1,227,760$408,700$136,233iApproximate average salary by contribution assumption: employee only about $3,405,833 at 4% or $2,270,556 at 6%; with 50% employer match about $2,270,556 at 4% or $1,513,704 at 6%; with 100% employer match about $1,702,917 at 4% or $1,135,278 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-3$1,178,123$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-3$49,637$8,700$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
201723$838,240$215,740$71,913iApproximate average salary by contribution assumption: employee only about $1,797,833 at 4% or $1,198,556 at 6%; with 50% employer match about $1,198,556 at 4% or $799,037 at 6%; with 100% employer match about $898,917 at 4% or $599,278 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-3$797,131$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-3$41,109$5,740$1,913iApproximate average salary by contribution assumption: employee only about $47,833 at 4% or $31,889 at 6%; with 50% employer match about $31,889 at 4% or $21,259 at 6%; with 100% employer match about $23,917 at 4% or $15,944 at 6%.
201623$573,052$144,962$48,321iApproximate average salary by contribution assumption: employee only about $1,208,017 at 4% or $805,344 at 6%; with 50% employer match about $805,344 at 4% or $536,896 at 6%; with 100% employer match about $604,008 at 4% or $402,672 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-3$537,677$139,510$46,503iApproximate average salary by contribution assumption: employee only about $1,162,583 at 4% or $775,056 at 6%; with 50% employer match about $775,056 at 4% or $516,704 at 6%; with 100% employer match about $581,292 at 4% or $387,528 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-3$35,375$5,452$1,817iApproximate average salary by contribution assumption: employee only about $45,433 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,193 at 6%; with 100% employer match about $22,717 at 4% or $15,144 at 6%.
201523$428,659$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%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-3$398,438$189,779$63,260iApproximate average salary by contribution assumption: employee only about $1,581,492 at 4% or $1,054,328 at 6%; with 50% employer match about $1,054,328 at 4% or $702,885 at 6%; with 100% employer match about $790,746 at 4% or $527,164 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-3$30,221$10,221$3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%.
201423$228,655$228,655$76,218iApproximate average salary by contribution assumption: employee only about $1,905,458 at 4% or $1,270,306 at 6%; with 50% employer match about $1,270,306 at 4% or $846,870 at 6%; with 100% employer match about $952,729 at 4% or $635,153 at 6%.
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST-3$208,655$208,655$69,552iApproximate average salary by contribution assumption: employee only about $1,738,792 at 4% or $1,159,194 at 6%; with 50% employer match about $1,159,194 at 4% or $772,796 at 6%; with 100% employer match about $869,396 at 4% or $579,597 at 6%.
Donna L. Medrea, a Sole Proprietorship 401(K) Profit Sharing Plan & Trust-3$20,000$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.