Civic Intelligence

Michael T. Margolis, M.D. Inc.

Plan context: Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan

EIN 20-3183495 • Los Gatos, CA • 14 filings • 2 plans

P.O. Box 321210Los Gatos, CA 95032
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,301,883

2024 Contributions

$9,628

Historical Graphs

Total Assets Over Time

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

$1,301,883$650,942$0200620182024YearValue
$1,301,883Latest year 2024

Participants Over Time

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

630200620182024YearValue
5Latest 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
202415$1,301,883$9,628$1,926iApproximate average salary by contribution assumption: employee only about $48,140 at 4% or $32,093 at 6%; with 50% employer match about $32,093 at 4% or $21,396 at 6%; with 100% employer match about $24,070 at 4% or $16,047 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$1,301,883$9,628$1,926iApproximate average salary by contribution assumption: employee only about $48,140 at 4% or $32,093 at 6%; with 50% employer match about $32,093 at 4% or $21,396 at 6%; with 100% employer match about $24,070 at 4% or $16,047 at 6%.
202315$1,285,679$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$1,285,679$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202215$1,143,992$104,528$20,906iApproximate average salary by contribution assumption: employee only about $522,640 at 4% or $348,427 at 6%; with 50% employer match about $348,427 at 4% or $232,284 at 6%; with 100% employer match about $261,320 at 4% or $174,213 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$1,143,992$104,528$20,906iApproximate average salary by contribution assumption: employee only about $522,640 at 4% or $348,427 at 6%; with 50% employer match about $348,427 at 4% or $232,284 at 6%; with 100% employer match about $261,320 at 4% or $174,213 at 6%.
202115$1,201,382$52,000$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$1,201,382$52,000$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
202016$1,040,484$67,150$11,192iApproximate average salary by contribution assumption: employee only about $279,792 at 4% or $186,528 at 6%; with 50% employer match about $186,528 at 4% or $124,352 at 6%; with 100% employer match about $139,896 at 4% or $93,264 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-6$1,040,484$67,150$11,192iApproximate average salary by contribution assumption: employee only about $279,792 at 4% or $186,528 at 6%; with 50% employer match about $186,528 at 4% or $124,352 at 6%; with 100% employer match about $139,896 at 4% or $93,264 at 6%.
201916$913,261$94,785$15,798iApproximate average salary by contribution assumption: employee only about $394,938 at 4% or $263,292 at 6%; with 50% employer match about $263,292 at 4% or $175,528 at 6%; with 100% employer match about $197,469 at 4% or $131,646 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-6$913,261$94,785$15,798iApproximate average salary by contribution assumption: employee only about $394,938 at 4% or $263,292 at 6%; with 50% employer match about $263,292 at 4% or $175,528 at 6%; with 100% employer match about $197,469 at 4% or $131,646 at 6%.
201816$751,995$108,401$18,067iApproximate average salary by contribution assumption: employee only about $451,671 at 4% or $301,114 at 6%; with 50% employer match about $301,114 at 4% or $200,743 at 6%; with 100% employer match about $225,835 at 4% or $150,557 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-6$751,995$108,401$18,067iApproximate average salary by contribution assumption: employee only about $451,671 at 4% or $301,114 at 6%; with 50% employer match about $301,114 at 4% or $200,743 at 6%; with 100% employer match about $225,835 at 4% or $150,557 at 6%.
201716$693,420$101,470$16,912iApproximate average salary by contribution assumption: employee only about $422,792 at 4% or $281,861 at 6%; with 50% employer match about $281,861 at 4% or $187,907 at 6%; with 100% employer match about $211,396 at 4% or $140,931 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-6$693,420$101,470$16,912iApproximate average salary by contribution assumption: employee only about $422,792 at 4% or $281,861 at 6%; with 50% employer match about $281,861 at 4% or $187,907 at 6%; with 100% employer match about $211,396 at 4% or $140,931 at 6%.
201616$588,267$103,930$17,322iApproximate average salary by contribution assumption: employee only about $433,042 at 4% or $288,694 at 6%; with 50% employer match about $288,694 at 4% or $192,463 at 6%; with 100% employer match about $216,521 at 4% or $144,347 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-6$588,267$103,930$17,322iApproximate average salary by contribution assumption: employee only about $433,042 at 4% or $288,694 at 6%; with 50% employer match about $288,694 at 4% or $192,463 at 6%; with 100% employer match about $216,521 at 4% or $144,347 at 6%.
201515$482,885$99,248$19,850iApproximate average salary by contribution assumption: employee only about $496,240 at 4% or $330,827 at 6%; with 50% employer match about $330,827 at 4% or $220,551 at 6%; with 100% employer match about $248,120 at 4% or $165,413 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$482,885$99,248$19,850iApproximate average salary by contribution assumption: employee only about $496,240 at 4% or $330,827 at 6%; with 50% employer match about $330,827 at 4% or $220,551 at 6%; with 100% employer match about $248,120 at 4% or $165,413 at 6%.
201415$383,607$86,000$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-5$383,607$86,000$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
201314$297,581$86,935$21,734iApproximate average salary by contribution assumption: employee only about $543,344 at 4% or $362,229 at 6%; with 50% employer match about $362,229 at 4% or $241,486 at 6%; with 100% employer match about $271,672 at 4% or $181,115 at 6%.
Michael T. Margolis, M.D. Inc. 401(K) Profit Sharing Plan-4$297,581$86,935$21,734iApproximate average salary by contribution assumption: employee only about $543,344 at 4% or $362,229 at 6%; with 50% employer match about $362,229 at 4% or $241,486 at 6%; with 100% employer match about $271,672 at 4% or $181,115 at 6%.
200710$0$0-
MICHAEL T. MARGOLIS, MD DEFINED BENEFIT PENSION PLAN-0---
200615$60,161$60,161$12,032iApproximate average salary by contribution assumption: employee only about $300,805 at 4% or $200,537 at 6%; with 50% employer match about $200,537 at 4% or $133,691 at 6%; with 100% employer match about $150,403 at 4% or $100,268 at 6%.
MICHAEL T. MARGOLIS, MD DEFINED BENEFIT PENSION PLAN-5$60,161$60,161$12,032iApproximate average salary by contribution assumption: employee only about $300,805 at 4% or $200,537 at 6%; with 50% employer match about $200,537 at 4% or $133,691 at 6%; with 100% employer match about $150,403 at 4% or $100,268 at 6%.