Civic Intelligence

Gene Hori, M.D.

Plan context: Gene Hori, M.D. 401(K) Profit Sharing Plan

EIN 26-1851674 • San Luis Obispo, CA • 17 filings • 2 plans

4251 S. Higuera StreetSuite 402San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,717,770

2024 Contributions

$83,651

Historical Graphs

Total Assets Over Time

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

$2,717,770$1,358,885$0200820162024YearValue
$2,717,770Latest year 2024

Participants Over Time

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

630200820162024YearValue
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$2,717,770$83,651$13,942iApproximate average salary by contribution assumption: employee only about $348,546 at 4% or $232,364 at 6%; with 50% employer match about $232,364 at 4% or $154,909 at 6%; with 100% employer match about $174,273 at 4% or $116,182 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-6$2,717,770$83,651$13,942iApproximate average salary by contribution assumption: employee only about $348,546 at 4% or $232,364 at 6%; with 50% employer match about $232,364 at 4% or $154,909 at 6%; with 100% employer match about $174,273 at 4% or $116,182 at 6%.
202315$2,302,841$76,255$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-5$2,302,841$76,255$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
202214$1,904,543$66,165$16,541iApproximate average salary by contribution assumption: employee only about $413,531 at 4% or $275,688 at 6%; with 50% employer match about $275,688 at 4% or $183,792 at 6%; with 100% employer match about $206,766 at 4% or $137,844 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-4$1,904,543$66,165$16,541iApproximate average salary by contribution assumption: employee only about $413,531 at 4% or $275,688 at 6%; with 50% employer match about $275,688 at 4% or $183,792 at 6%; with 100% employer match about $206,766 at 4% or $137,844 at 6%.
202113$2,076,422$66,706$22,235iApproximate average salary by contribution assumption: employee only about $555,883 at 4% or $370,589 at 6%; with 50% employer match about $370,589 at 4% or $247,059 at 6%; with 100% employer match about $277,942 at 4% or $185,294 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-3$2,076,422$66,706$22,235iApproximate average salary by contribution assumption: employee only about $555,883 at 4% or $370,589 at 6%; with 50% employer match about $370,589 at 4% or $247,059 at 6%; with 100% employer match about $277,942 at 4% or $185,294 at 6%.
202012$1,765,513$61,530$30,765iApproximate average salary by contribution assumption: employee only about $769,125 at 4% or $512,750 at 6%; with 50% employer match about $512,750 at 4% or $341,833 at 6%; with 100% employer match about $384,563 at 4% or $256,375 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$1,765,513$61,530$30,765iApproximate average salary by contribution assumption: employee only about $769,125 at 4% or $512,750 at 6%; with 50% employer match about $512,750 at 4% or $341,833 at 6%; with 100% employer match about $384,563 at 4% or $256,375 at 6%.
201912$1,752,636$61,464$30,732iApproximate average salary by contribution assumption: employee only about $768,300 at 4% or $512,200 at 6%; with 50% employer match about $512,200 at 4% or $341,467 at 6%; with 100% employer match about $384,150 at 4% or $256,100 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$1,752,636$61,464$30,732iApproximate average salary by contribution assumption: employee only about $768,300 at 4% or $512,200 at 6%; with 50% employer match about $512,200 at 4% or $341,467 at 6%; with 100% employer match about $384,150 at 4% or $256,100 at 6%.
201812$1,434,364$58,954$29,477iApproximate average salary by contribution assumption: employee only about $736,925 at 4% or $491,283 at 6%; with 50% employer match about $491,283 at 4% or $327,522 at 6%; with 100% employer match about $368,463 at 4% or $245,642 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$1,434,364$58,954$29,477iApproximate average salary by contribution assumption: employee only about $736,925 at 4% or $491,283 at 6%; with 50% employer match about $491,283 at 4% or $327,522 at 6%; with 100% employer match about $368,463 at 4% or $245,642 at 6%.
201712$1,542,139$68,115$34,058iApproximate average salary by contribution assumption: employee only about $851,438 at 4% or $567,625 at 6%; with 50% employer match about $567,625 at 4% or $378,417 at 6%; with 100% employer match about $425,719 at 4% or $283,813 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$1,542,139$68,115$34,058iApproximate average salary by contribution assumption: employee only about $851,438 at 4% or $567,625 at 6%; with 50% employer match about $567,625 at 4% or $378,417 at 6%; with 100% employer match about $425,719 at 4% or $283,813 at 6%.
201612$1,359,316$62,949$31,475iApproximate average salary by contribution assumption: employee only about $786,863 at 4% or $524,575 at 6%; with 50% employer match about $524,575 at 4% or $349,717 at 6%; with 100% employer match about $393,431 at 4% or $262,288 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$1,359,316$62,949$31,475iApproximate average salary by contribution assumption: employee only about $786,863 at 4% or $524,575 at 6%; with 50% employer match about $524,575 at 4% or $349,717 at 6%; with 100% employer match about $393,431 at 4% or $262,288 at 6%.
201512$953,112$64,826$32,413iApproximate average salary by contribution assumption: employee only about $810,325 at 4% or $540,217 at 6%; with 50% employer match about $540,217 at 4% or $360,144 at 6%; with 100% employer match about $405,163 at 4% or $270,108 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$953,112$64,826$32,413iApproximate average salary by contribution assumption: employee only about $810,325 at 4% or $540,217 at 6%; with 50% employer match about $540,217 at 4% or $360,144 at 6%; with 100% employer match about $405,163 at 4% or $270,108 at 6%.
201413$1,108,181$53,843$17,948iApproximate average salary by contribution assumption: employee only about $448,692 at 4% or $299,128 at 6%; with 50% employer match about $299,128 at 4% or $199,419 at 6%; with 100% employer match about $224,346 at 4% or $149,564 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-3$1,108,181$53,843$17,948iApproximate average salary by contribution assumption: employee only about $448,692 at 4% or $299,128 at 6%; with 50% employer match about $299,128 at 4% or $199,419 at 6%; with 100% employer match about $224,346 at 4% or $149,564 at 6%.
201313$956,454$47,282$15,761iApproximate average salary by contribution assumption: employee only about $394,017 at 4% or $262,678 at 6%; with 50% employer match about $262,678 at 4% or $175,119 at 6%; with 100% employer match about $197,008 at 4% or $131,339 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-3$956,454$47,282$15,761iApproximate average salary by contribution assumption: employee only about $394,017 at 4% or $262,678 at 6%; with 50% employer match about $262,678 at 4% or $175,119 at 6%; with 100% employer match about $197,008 at 4% or $131,339 at 6%.
201213$781,163$58,333$19,444iApproximate average salary by contribution assumption: employee only about $486,108 at 4% or $324,072 at 6%; with 50% employer match about $324,072 at 4% or $216,048 at 6%; with 100% employer match about $243,054 at 4% or $162,036 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-3$781,163$58,333$19,444iApproximate average salary by contribution assumption: employee only about $486,108 at 4% or $324,072 at 6%; with 50% employer match about $324,072 at 4% or $216,048 at 6%; with 100% employer match about $243,054 at 4% or $162,036 at 6%.
201112$650,135$70,901$35,451iApproximate average salary by contribution assumption: employee only about $886,263 at 4% or $590,842 at 6%; with 50% employer match about $590,842 at 4% or $393,894 at 6%; with 100% employer match about $443,131 at 4% or $295,421 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$650,135$70,901$35,451iApproximate average salary by contribution assumption: employee only about $886,263 at 4% or $590,842 at 6%; with 50% employer match about $590,842 at 4% or $393,894 at 6%; with 100% employer match about $443,131 at 4% or $295,421 at 6%.
201012$577,365$67,683$33,842iApproximate average salary by contribution assumption: employee only about $846,038 at 4% or $564,025 at 6%; with 50% employer match about $564,025 at 4% or $376,017 at 6%; with 100% employer match about $423,019 at 4% or $282,013 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-2$577,365$67,683$33,842iApproximate average salary by contribution assumption: employee only about $846,038 at 4% or $564,025 at 6%; with 50% employer match about $564,025 at 4% or $376,017 at 6%; with 100% employer match about $423,019 at 4% or $282,013 at 6%.
200911$474,962$85,222$85,222iApproximate average salary by contribution assumption: employee only about $2,130,550 at 4% or $1,420,367 at 6%; with 50% employer match about $1,420,367 at 4% or $946,911 at 6%; with 100% employer match about $1,065,275 at 4% or $710,183 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-1$474,962$85,222$85,222iApproximate average salary by contribution assumption: employee only about $2,130,550 at 4% or $1,420,367 at 6%; with 50% employer match about $1,420,367 at 4% or $946,911 at 6%; with 100% employer match about $1,065,275 at 4% or $710,183 at 6%.
200811$445,729$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
Gene Hori, M.D. 401(K) Profit Sharing Plan-1$445,729$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.