Civic Intelligence

Erik C. Spayde, M.D. Inc.

Plan context: Erik C. Spayde, M.D. Inc. Retirement Plan and Trust

EIN 20-4657944 • Thousand Oaks, CA • 14 filings • 2 plans

2593 Newbern Ct.Thousand Oaks, CA 91361
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,750,306

2024 Contributions

$119,060

Historical Graphs

Total Assets Over Time

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

$2,750,306$1,375,153$0201120182024YearValue
$2,750,306Latest year 2024

Participants Over Time

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

420201120182024YearValue
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
202414$2,750,306$119,060$29,765iApproximate average salary by contribution assumption: employee only about $744,125 at 4% or $496,083 at 6%; with 50% employer match about $496,083 at 4% or $330,722 at 6%; with 100% employer match about $372,063 at 4% or $248,042 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-4$2,750,306$119,060$29,765iApproximate average salary by contribution assumption: employee only about $744,125 at 4% or $496,083 at 6%; with 50% employer match about $496,083 at 4% or $330,722 at 6%; with 100% employer match about $372,063 at 4% or $248,042 at 6%.
202314$2,079,210$107,574$26,894iApproximate average salary by contribution assumption: employee only about $672,338 at 4% or $448,225 at 6%; with 50% employer match about $448,225 at 4% or $298,817 at 6%; with 100% employer match about $336,169 at 4% or $224,113 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-4$2,079,210$107,574$26,894iApproximate average salary by contribution assumption: employee only about $672,338 at 4% or $448,225 at 6%; with 50% employer match about $448,225 at 4% or $298,817 at 6%; with 100% employer match about $336,169 at 4% or $224,113 at 6%.
202213$1,447,500$83,060$27,687iApproximate average salary by contribution assumption: employee only about $692,167 at 4% or $461,444 at 6%; with 50% employer match about $461,444 at 4% or $307,630 at 6%; with 100% employer match about $346,083 at 4% or $230,722 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$1,447,500$83,060$27,687iApproximate average salary by contribution assumption: employee only about $692,167 at 4% or $461,444 at 6%; with 50% employer match about $461,444 at 4% or $307,630 at 6%; with 100% employer match about $346,083 at 4% or $230,722 at 6%.
202113$1,770,790$77,667$25,889iApproximate average salary by contribution assumption: employee only about $647,225 at 4% or $431,483 at 6%; with 50% employer match about $431,483 at 4% or $287,656 at 6%; with 100% employer match about $323,613 at 4% or $215,742 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$1,770,790$77,667$25,889iApproximate average salary by contribution assumption: employee only about $647,225 at 4% or $431,483 at 6%; with 50% employer match about $431,483 at 4% or $287,656 at 6%; with 100% employer match about $323,613 at 4% or $215,742 at 6%.
202013$1,471,618$81,979$27,326iApproximate average salary by contribution assumption: employee only about $683,158 at 4% or $455,439 at 6%; with 50% employer match about $455,439 at 4% or $303,626 at 6%; with 100% employer match about $341,579 at 4% or $227,719 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$1,471,618$81,979$27,326iApproximate average salary by contribution assumption: employee only about $683,158 at 4% or $455,439 at 6%; with 50% employer match about $455,439 at 4% or $303,626 at 6%; with 100% employer match about $341,579 at 4% or $227,719 at 6%.
201913$1,176,365$80,948$26,983iApproximate average salary by contribution assumption: employee only about $674,567 at 4% or $449,711 at 6%; with 50% employer match about $449,711 at 4% or $299,807 at 6%; with 100% employer match about $337,283 at 4% or $224,856 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$1,176,365$80,948$26,983iApproximate average salary by contribution assumption: employee only about $674,567 at 4% or $449,711 at 6%; with 50% employer match about $449,711 at 4% or $299,807 at 6%; with 100% employer match about $337,283 at 4% or $224,856 at 6%.
201813$923,262$45,910$15,303iApproximate average salary by contribution assumption: employee only about $382,583 at 4% or $255,056 at 6%; with 50% employer match about $255,056 at 4% or $170,037 at 6%; with 100% employer match about $191,292 at 4% or $127,528 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$923,262$45,910$15,303iApproximate average salary by contribution assumption: employee only about $382,583 at 4% or $255,056 at 6%; with 50% employer match about $255,056 at 4% or $170,037 at 6%; with 100% employer match about $191,292 at 4% or $127,528 at 6%.
201713$974,376$75,000$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%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$974,376$75,000$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%.
201613$798,120$73,000$24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$798,120$73,000$24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%.
201513$655,322$78,801$26,267iApproximate average salary by contribution assumption: employee only about $656,675 at 4% or $437,783 at 6%; with 50% employer match about $437,783 at 4% or $291,856 at 6%; with 100% employer match about $328,338 at 4% or $218,892 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$655,322$78,801$26,267iApproximate average salary by contribution assumption: employee only about $656,675 at 4% or $437,783 at 6%; with 50% employer match about $437,783 at 4% or $291,856 at 6%; with 100% employer match about $328,338 at 4% or $218,892 at 6%.
201413$600,409$40,088$13,363iApproximate average salary by contribution assumption: employee only about $334,067 at 4% or $222,711 at 6%; with 50% employer match about $222,711 at 4% or $148,474 at 6%; with 100% employer match about $167,033 at 4% or $111,356 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-3$600,409$40,088$13,363iApproximate average salary by contribution assumption: employee only about $334,067 at 4% or $222,711 at 6%; with 50% employer match about $222,711 at 4% or $148,474 at 6%; with 100% employer match about $167,033 at 4% or $111,356 at 6%.
201312$543,224$32,800$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-2$543,224$32,800$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
201212$475,282$58,210$29,105iApproximate average salary by contribution assumption: employee only about $727,625 at 4% or $485,083 at 6%; with 50% employer match about $485,083 at 4% or $323,389 at 6%; with 100% employer match about $363,813 at 4% or $242,542 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-2$475,282$58,210$29,105iApproximate average salary by contribution assumption: employee only about $727,625 at 4% or $485,083 at 6%; with 50% employer match about $485,083 at 4% or $323,389 at 6%; with 100% employer match about $363,813 at 4% or $242,542 at 6%.
201112$381,259$43,350$21,675iApproximate average salary by contribution assumption: employee only about $541,875 at 4% or $361,250 at 6%; with 50% employer match about $361,250 at 4% or $240,833 at 6%; with 100% employer match about $270,938 at 4% or $180,625 at 6%.
Erik C. Spayde, M.D. Inc. Retirement Plan and Trust-2$381,259$43,350$21,675iApproximate average salary by contribution assumption: employee only about $541,875 at 4% or $361,250 at 6%; with 50% employer match about $361,250 at 4% or $240,833 at 6%; with 100% employer match about $270,938 at 4% or $180,625 at 6%.