Civic Intelligence

Goerge Keith Llewellyn, M.D. Inc.

Plan context: George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust

EIN 20-4515982 • Santa Barbara, CA • 13 filings • 3 plans

1722 State Street, Suite 103Santa Barbara, CA 93101
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,814,435

2024 Contributions

$131,700

Historical Graphs

Total Assets Over Time

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

$1,814,435$907,218$0201220182024YearValue
$1,814,435Latest year 2024

Participants Over Time

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

1370201220182024YearValue
6Latest 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
202416$1,814,435$131,700$21,950iApproximate average salary by contribution assumption: employee only about $548,750 at 4% or $365,833 at 6%; with 50% employer match about $365,833 at 4% or $243,889 at 6%; with 100% employer match about $274,375 at 4% or $182,917 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-6$1,814,435$131,700$21,950iApproximate average salary by contribution assumption: employee only about $548,750 at 4% or $365,833 at 6%; with 50% employer match about $365,833 at 4% or $243,889 at 6%; with 100% employer match about $274,375 at 4% or $182,917 at 6%.
202316$1,379,451$109,861$18,310iApproximate average salary by contribution assumption: employee only about $457,754 at 4% or $305,169 at 6%; with 50% employer match about $305,169 at 4% or $203,446 at 6%; with 100% employer match about $228,877 at 4% or $152,585 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-6$1,379,451$109,861$18,310iApproximate average salary by contribution assumption: employee only about $457,754 at 4% or $305,169 at 6%; with 50% employer match about $305,169 at 4% or $203,446 at 6%; with 100% employer match about $228,877 at 4% or $152,585 at 6%.
202214$1,040,753$96,638$24,160iApproximate average salary by contribution assumption: employee only about $603,988 at 4% or $402,658 at 6%; with 50% employer match about $402,658 at 4% or $268,439 at 6%; with 100% employer match about $301,994 at 4% or $201,329 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-4$1,040,753$96,638$24,160iApproximate average salary by contribution assumption: employee only about $603,988 at 4% or $402,658 at 6%; with 50% employer match about $402,658 at 4% or $268,439 at 6%; with 100% employer match about $301,994 at 4% or $201,329 at 6%.
202117$1,188,489$56,167$8,024iApproximate average salary by contribution assumption: employee only about $200,596 at 4% or $133,731 at 6%; with 50% employer match about $133,731 at 4% or $89,154 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-7$1,188,489$56,167$8,024iApproximate average salary by contribution assumption: employee only about $200,596 at 4% or $133,731 at 6%; with 50% employer match about $133,731 at 4% or $89,154 at 6%; with 100% employer match about $100,298 at 4% or $66,865 at 6%.
202017$975,553$90,955$12,994iApproximate average salary by contribution assumption: employee only about $324,839 at 4% or $216,560 at 6%; with 50% employer match about $216,560 at 4% or $144,373 at 6%; with 100% employer match about $162,420 at 4% or $108,280 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-7$975,553$90,955$12,994iApproximate average salary by contribution assumption: employee only about $324,839 at 4% or $216,560 at 6%; with 50% employer match about $216,560 at 4% or $144,373 at 6%; with 100% employer match about $162,420 at 4% or $108,280 at 6%.
201918$756,788$83,670$10,459iApproximate average salary by contribution assumption: employee only about $261,469 at 4% or $174,313 at 6%; with 50% employer match about $174,313 at 4% or $116,208 at 6%; with 100% employer match about $130,734 at 4% or $87,156 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-8$756,788$83,670$10,459iApproximate average salary by contribution assumption: employee only about $261,469 at 4% or $174,313 at 6%; with 50% employer match about $174,313 at 4% or $116,208 at 6%; with 100% employer match about $130,734 at 4% or $87,156 at 6%.
2018110$672,650$86,476$8,648iApproximate average salary by contribution assumption: employee only about $216,190 at 4% or $144,127 at 6%; with 50% employer match about $144,127 at 4% or $96,084 at 6%; with 100% employer match about $108,095 at 4% or $72,063 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-10$672,650$86,476$8,648iApproximate average salary by contribution assumption: employee only about $216,190 at 4% or $144,127 at 6%; with 50% employer match about $144,127 at 4% or $96,084 at 6%; with 100% employer match about $108,095 at 4% or $72,063 at 6%.
2017110$639,408$115,958$11,596iApproximate average salary by contribution assumption: employee only about $289,895 at 4% or $193,263 at 6%; with 50% employer match about $193,263 at 4% or $128,842 at 6%; with 100% employer match about $144,948 at 4% or $96,632 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-10$639,408$115,958$11,596iApproximate average salary by contribution assumption: employee only about $289,895 at 4% or $193,263 at 6%; with 50% employer match about $193,263 at 4% or $128,842 at 6%; with 100% employer match about $144,948 at 4% or $96,632 at 6%.
2016113$438,825$111,126$8,548iApproximate average salary by contribution assumption: employee only about $213,704 at 4% or $142,469 at 6%; with 50% employer match about $142,469 at 4% or $94,979 at 6%; with 100% employer match about $106,852 at 4% or $71,235 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-13$438,825$111,126$8,548iApproximate average salary by contribution assumption: employee only about $213,704 at 4% or $142,469 at 6%; with 50% employer match about $142,469 at 4% or $94,979 at 6%; with 100% employer match about $106,852 at 4% or $71,235 at 6%.
2015111$305,829$123,887$11,262iApproximate average salary by contribution assumption: employee only about $281,561 at 4% or $187,708 at 6%; with 50% employer match about $187,708 at 4% or $125,138 at 6%; with 100% employer match about $140,781 at 4% or $93,854 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-11$305,829$123,887$11,262iApproximate average salary by contribution assumption: employee only about $281,561 at 4% or $187,708 at 6%; with 50% employer match about $187,708 at 4% or $125,138 at 6%; with 100% employer match about $140,781 at 4% or $93,854 at 6%.
201416$186,128$57,054$9,509iApproximate average salary by contribution assumption: employee only about $237,725 at 4% or $158,483 at 6%; with 50% employer match about $158,483 at 4% or $105,656 at 6%; with 100% employer match about $118,863 at 4% or $79,242 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-6$186,128$57,054$9,509iApproximate average salary by contribution assumption: employee only about $237,725 at 4% or $158,483 at 6%; with 50% employer match about $158,483 at 4% or $105,656 at 6%; with 100% employer match about $118,863 at 4% or $79,242 at 6%.
201316$111,439$51,038$8,506iApproximate average salary by contribution assumption: employee only about $212,658 at 4% or $141,772 at 6%; with 50% employer match about $141,772 at 4% or $94,515 at 6%; with 100% employer match about $106,329 at 4% or $70,886 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-6$111,439$51,038$8,506iApproximate average salary by contribution assumption: employee only about $212,658 at 4% or $141,772 at 6%; with 50% employer match about $141,772 at 4% or $94,515 at 6%; with 100% employer match about $106,329 at 4% or $70,886 at 6%.
201214$39,531$37,431$9,358iApproximate average salary by contribution assumption: employee only about $233,944 at 4% or $155,963 at 6%; with 50% employer match about $155,963 at 4% or $103,975 at 6%; with 100% employer match about $116,972 at 4% or $77,981 at 6%.
George Keith Llewellyn, M. D. Inc. 401(K) Profit Sharing Plan & Trust-4$39,531$37,431$9,358iApproximate average salary by contribution assumption: employee only about $233,944 at 4% or $155,963 at 6%; with 50% employer match about $155,963 at 4% or $103,975 at 6%; with 100% employer match about $116,972 at 4% or $77,981 at 6%.