Civic Intelligence

Michele Carpenter, M.D. Inc.

Plan context: Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan

EIN 26-0559954 • Tustin, CA • 11 filings • 2 plans

17501 E. 17th Street, Ste 100Tustin, CA 92780
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$1,931,831

2018 Contributions

$106,175

Historical Graphs

Total Assets Over Time

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

$1,931,831$965,916$0200820132017YearValue
$1,931,831Latest year 2017

Participants Over Time

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

740200820132017YearValue
7Latest year 2017

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
201810$0$0-
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-0$0--
201717$1,931,831$106,175$15,168iApproximate average salary by contribution assumption: employee only about $379,196 at 4% or $252,798 at 6%; with 50% employer match about $252,798 at 4% or $168,532 at 6%; with 100% employer match about $189,598 at 4% or $126,399 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-7$1,931,831$106,175$15,168iApproximate average salary by contribution assumption: employee only about $379,196 at 4% or $252,798 at 6%; with 50% employer match about $252,798 at 4% or $168,532 at 6%; with 100% employer match about $189,598 at 4% or $126,399 at 6%.
201617$1,458,109$71,362$10,195iApproximate average salary by contribution assumption: employee only about $254,864 at 4% or $169,910 at 6%; with 50% employer match about $169,910 at 4% or $113,273 at 6%; with 100% employer match about $127,432 at 4% or $84,955 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-7$1,458,109$71,362$10,195iApproximate average salary by contribution assumption: employee only about $254,864 at 4% or $169,910 at 6%; with 50% employer match about $169,910 at 4% or $113,273 at 6%; with 100% employer match about $127,432 at 4% or $84,955 at 6%.
201515$1,263,833$67,592$13,518iApproximate average salary by contribution assumption: employee only about $337,960 at 4% or $225,307 at 6%; with 50% employer match about $225,307 at 4% or $150,204 at 6%; with 100% employer match about $168,980 at 4% or $112,653 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-5$1,263,833$67,592$13,518iApproximate average salary by contribution assumption: employee only about $337,960 at 4% or $225,307 at 6%; with 50% employer match about $225,307 at 4% or $150,204 at 6%; with 100% employer match about $168,980 at 4% or $112,653 at 6%.
201414$1,177,761$40,225$10,056iApproximate average salary by contribution assumption: employee only about $251,406 at 4% or $167,604 at 6%; with 50% employer match about $167,604 at 4% or $111,736 at 6%; with 100% employer match about $125,703 at 4% or $83,802 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-4$1,177,761$40,225$10,056iApproximate average salary by contribution assumption: employee only about $251,406 at 4% or $167,604 at 6%; with 50% employer match about $167,604 at 4% or $111,736 at 6%; with 100% employer match about $125,703 at 4% or $83,802 at 6%.
201314$1,084,874$40,399$10,100iApproximate average salary by contribution assumption: employee only about $252,494 at 4% or $168,329 at 6%; with 50% employer match about $168,329 at 4% or $112,219 at 6%; with 100% employer match about $126,247 at 4% or $84,165 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-4$1,084,874$40,399$10,100iApproximate average salary by contribution assumption: employee only about $252,494 at 4% or $168,329 at 6%; with 50% employer match about $168,329 at 4% or $112,219 at 6%; with 100% employer match about $126,247 at 4% or $84,165 at 6%.
201214$898,550$41,120$10,280iApproximate average salary by contribution assumption: employee only about $257,000 at 4% or $171,333 at 6%; with 50% employer match about $171,333 at 4% or $114,222 at 6%; with 100% employer match about $128,500 at 4% or $85,667 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-4$898,550$41,120$10,280iApproximate average salary by contribution assumption: employee only about $257,000 at 4% or $171,333 at 6%; with 50% employer match about $171,333 at 4% or $114,222 at 6%; with 100% employer match about $128,500 at 4% or $85,667 at 6%.
201114$787,277$38,196$9,549iApproximate average salary by contribution assumption: employee only about $238,725 at 4% or $159,150 at 6%; with 50% employer match about $159,150 at 4% or $106,100 at 6%; with 100% employer match about $119,363 at 4% or $79,575 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-4$787,277$38,196$9,549iApproximate average salary by contribution assumption: employee only about $238,725 at 4% or $159,150 at 6%; with 50% employer match about $159,150 at 4% or $106,100 at 6%; with 100% employer match about $119,363 at 4% or $79,575 at 6%.
201013$838,086$47,652$15,884iApproximate average salary by contribution assumption: employee only about $397,100 at 4% or $264,733 at 6%; with 50% employer match about $264,733 at 4% or $176,489 at 6%; with 100% employer match about $198,550 at 4% or $132,367 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-3$838,086$47,652$15,884iApproximate average salary by contribution assumption: employee only about $397,100 at 4% or $264,733 at 6%; with 50% employer match about $264,733 at 4% or $176,489 at 6%; with 100% employer match about $198,550 at 4% or $132,367 at 6%.
200913$683,048$88,786$29,595iApproximate average salary by contribution assumption: employee only about $739,883 at 4% or $493,256 at 6%; with 50% employer match about $493,256 at 4% or $328,837 at 6%; with 100% employer match about $369,942 at 4% or $246,628 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-3$683,048$88,786$29,595iApproximate average salary by contribution assumption: employee only about $739,883 at 4% or $493,256 at 6%; with 50% employer match about $493,256 at 4% or $328,837 at 6%; with 100% employer match about $369,942 at 4% or $246,628 at 6%.
200813$506,616$706,133$235,378iApproximate average salary by contribution assumption: employee only about $5,884,442 at 4% or $3,922,961 at 6%; with 50% employer match about $3,922,961 at 4% or $2,615,307 at 6%; with 100% employer match about $2,942,221 at 4% or $1,961,481 at 6%.
Michele Carpenter, M.D. Inc. 401(K) Profit Sharing Plan-3$506,616$706,133$235,378iApproximate average salary by contribution assumption: employee only about $5,884,442 at 4% or $3,922,961 at 6%; with 50% employer match about $3,922,961 at 4% or $2,615,307 at 6%; with 100% employer match about $2,942,221 at 4% or $1,961,481 at 6%.