Civic Intelligence

Karen E. Kohatsu, MD Inc.

Plan context: Karen E. Kohatsu, MD Inc. Retirement Plan

EIN 20-5886738 • San Diego, CA • 18 filings • 1 plans

11939 Rancho Bernardo RoadSuite 110San Diego, CA 92128
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,069,958

2024 Contributions

$43,944

Historical Graphs

Total Assets Over Time

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

$2,069,958$1,034,979$0200720162024YearValue
$2,069,958Latest year 2024

Participants Over Time

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

1260200720162024YearValue
7Latest 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
202417$2,069,958$43,944$6,278iApproximate average salary by contribution assumption: employee only about $156,943 at 4% or $104,629 at 6%; with 50% employer match about $104,629 at 4% or $69,752 at 6%; with 100% employer match about $78,471 at 4% or $52,314 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$2,069,958$43,944$6,278iApproximate average salary by contribution assumption: employee only about $156,943 at 4% or $104,629 at 6%; with 50% employer match about $104,629 at 4% or $69,752 at 6%; with 100% employer match about $78,471 at 4% or $52,314 at 6%.
202317$1,685,309$41,022$5,860iApproximate average salary by contribution assumption: employee only about $146,507 at 4% or $97,671 at 6%; with 50% employer match about $97,671 at 4% or $65,114 at 6%; with 100% employer match about $73,254 at 4% or $48,836 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$1,685,309$41,022$5,860iApproximate average salary by contribution assumption: employee only about $146,507 at 4% or $97,671 at 6%; with 50% employer match about $97,671 at 4% or $65,114 at 6%; with 100% employer match about $73,254 at 4% or $48,836 at 6%.
202217$1,397,241$36,779$5,254iApproximate average salary by contribution assumption: employee only about $131,354 at 4% or $87,569 at 6%; with 50% employer match about $87,569 at 4% or $58,379 at 6%; with 100% employer match about $65,677 at 4% or $43,785 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$1,397,241$36,779$5,254iApproximate average salary by contribution assumption: employee only about $131,354 at 4% or $87,569 at 6%; with 50% employer match about $87,569 at 4% or $58,379 at 6%; with 100% employer match about $65,677 at 4% or $43,785 at 6%.
202117$1,694,580$39,056$5,579iApproximate average salary by contribution assumption: employee only about $139,486 at 4% or $92,990 at 6%; with 50% employer match about $92,990 at 4% or $61,994 at 6%; with 100% employer match about $69,743 at 4% or $46,495 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$1,694,580$39,056$5,579iApproximate average salary by contribution assumption: employee only about $139,486 at 4% or $92,990 at 6%; with 50% employer match about $92,990 at 4% or $61,994 at 6%; with 100% employer match about $69,743 at 4% or $46,495 at 6%.
202017$1,408,368$39,052$5,579iApproximate average salary by contribution assumption: employee only about $139,471 at 4% or $92,981 at 6%; with 50% employer match about $92,981 at 4% or $61,987 at 6%; with 100% employer match about $69,736 at 4% or $46,490 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$1,408,368$39,052$5,579iApproximate average salary by contribution assumption: employee only about $139,471 at 4% or $92,981 at 6%; with 50% employer match about $92,981 at 4% or $61,987 at 6%; with 100% employer match about $69,736 at 4% or $46,490 at 6%.
201916$1,159,827$37,282$6,214iApproximate average salary by contribution assumption: employee only about $155,342 at 4% or $103,561 at 6%; with 50% employer match about $103,561 at 4% or $69,041 at 6%; with 100% employer match about $77,671 at 4% or $51,781 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-6$1,159,827$37,282$6,214iApproximate average salary by contribution assumption: employee only about $155,342 at 4% or $103,561 at 6%; with 50% employer match about $103,561 at 4% or $69,041 at 6%; with 100% employer match about $77,671 at 4% or $51,781 at 6%.
201815$943,313$35,396$7,079iApproximate average salary by contribution assumption: employee only about $176,980 at 4% or $117,987 at 6%; with 50% employer match about $117,987 at 4% or $78,658 at 6%; with 100% employer match about $88,490 at 4% or $58,993 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-5$943,313$35,396$7,079iApproximate average salary by contribution assumption: employee only about $176,980 at 4% or $117,987 at 6%; with 50% employer match about $117,987 at 4% or $78,658 at 6%; with 100% employer match about $88,490 at 4% or $58,993 at 6%.
2017111$1,127,122$40,919$3,720iApproximate average salary by contribution assumption: employee only about $92,998 at 4% or $61,998 at 6%; with 50% employer match about $61,998 at 4% or $41,332 at 6%; with 100% employer match about $46,499 at 4% or $30,999 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-11$1,127,122$40,919$3,720iApproximate average salary by contribution assumption: employee only about $92,998 at 4% or $61,998 at 6%; with 50% employer match about $61,998 at 4% or $41,332 at 6%; with 100% employer match about $46,499 at 4% or $30,999 at 6%.
2016111$889,399$116,915$10,629iApproximate average salary by contribution assumption: employee only about $265,716 at 4% or $177,144 at 6%; with 50% employer match about $177,144 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-11$889,399$116,915$10,629iApproximate average salary by contribution assumption: employee only about $265,716 at 4% or $177,144 at 6%; with 50% employer match about $177,144 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%.
2015112$783,054$46,781$3,898iApproximate average salary by contribution assumption: employee only about $97,460 at 4% or $64,974 at 6%; with 50% employer match about $64,974 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-12$783,054$46,781$3,898iApproximate average salary by contribution assumption: employee only about $97,460 at 4% or $64,974 at 6%; with 50% employer match about $64,974 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%.
2014112$756,425$46,142$3,845iApproximate average salary by contribution assumption: employee only about $96,129 at 4% or $64,086 at 6%; with 50% employer match about $64,086 at 4% or $42,724 at 6%; with 100% employer match about $48,065 at 4% or $32,043 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-12$756,425$46,142$3,845iApproximate average salary by contribution assumption: employee only about $96,129 at 4% or $64,086 at 6%; with 50% employer match about $64,086 at 4% or $42,724 at 6%; with 100% employer match about $48,065 at 4% or $32,043 at 6%.
2013111$675,079$43,236$3,931iApproximate average salary by contribution assumption: employee only about $98,264 at 4% or $65,509 at 6%; with 50% employer match about $65,509 at 4% or $43,673 at 6%; with 100% employer match about $49,132 at 4% or $32,755 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-11$675,079$43,236$3,931iApproximate average salary by contribution assumption: employee only about $98,264 at 4% or $65,509 at 6%; with 50% employer match about $65,509 at 4% or $43,673 at 6%; with 100% employer match about $49,132 at 4% or $32,755 at 6%.
201217$630,042$24,881$3,554iApproximate average salary by contribution assumption: employee only about $88,861 at 4% or $59,240 at 6%; with 50% employer match about $59,240 at 4% or $39,494 at 6%; with 100% employer match about $44,430 at 4% or $29,620 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$630,042$24,881$3,554iApproximate average salary by contribution assumption: employee only about $88,861 at 4% or $59,240 at 6%; with 50% employer match about $59,240 at 4% or $39,494 at 6%; with 100% employer match about $44,430 at 4% or $29,620 at 6%.
201118$539,233$46,993$5,874iApproximate average salary by contribution assumption: employee only about $146,853 at 4% or $97,902 at 6%; with 50% employer match about $97,902 at 4% or $65,268 at 6%; with 100% employer match about $73,427 at 4% or $48,951 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-8$539,233$46,993$5,874iApproximate average salary by contribution assumption: employee only about $146,853 at 4% or $97,902 at 6%; with 50% employer match about $97,902 at 4% or $65,268 at 6%; with 100% employer match about $73,427 at 4% or $48,951 at 6%.
201018$577,385$41,103$5,138iApproximate average salary by contribution assumption: employee only about $128,447 at 4% or $85,631 at 6%; with 50% employer match about $85,631 at 4% or $57,088 at 6%; with 100% employer match about $64,223 at 4% or $42,816 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-8$577,385$41,103$5,138iApproximate average salary by contribution assumption: employee only about $128,447 at 4% or $85,631 at 6%; with 50% employer match about $85,631 at 4% or $57,088 at 6%; with 100% employer match about $64,223 at 4% or $42,816 at 6%.
200918$568,488$37,193$4,649iApproximate average salary by contribution assumption: employee only about $116,228 at 4% or $77,485 at 6%; with 50% employer match about $77,485 at 4% or $51,657 at 6%; with 100% employer match about $58,114 at 4% or $38,743 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-8$568,488$37,193$4,649iApproximate average salary by contribution assumption: employee only about $116,228 at 4% or $77,485 at 6%; with 50% employer match about $77,485 at 4% or $51,657 at 6%; with 100% employer match about $58,114 at 4% or $38,743 at 6%.
200817$414,166$99,586$14,227iApproximate average salary by contribution assumption: employee only about $355,664 at 4% or $237,110 at 6%; with 50% employer match about $237,110 at 4% or $158,073 at 6%; with 100% employer match about $177,832 at 4% or $118,555 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-7$414,166$99,586$14,227iApproximate average salary by contribution assumption: employee only about $355,664 at 4% or $237,110 at 6%; with 50% employer match about $237,110 at 4% or $158,073 at 6%; with 100% employer match about $177,832 at 4% or $118,555 at 6%.
200715$411,545$358,765$71,753iApproximate average salary by contribution assumption: employee only about $1,793,825 at 4% or $1,195,883 at 6%; with 50% employer match about $1,195,883 at 4% or $797,256 at 6%; with 100% employer match about $896,913 at 4% or $597,942 at 6%.
Karen E. Kohatsu, MD Inc. Retirement Plan-5$411,545$358,765$71,753iApproximate average salary by contribution assumption: employee only about $1,793,825 at 4% or $1,195,883 at 6%; with 50% employer match about $1,195,883 at 4% or $797,256 at 6%; with 100% employer match about $896,913 at 4% or $597,942 at 6%.