Mark V. Sofonio, M.D. Inc.
Plan context: Mark V. Sofonio, M.D. Defined Benefit Pension Plan
EIN 26-4008871 • Rancho Mirage, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,011,064
2024 Contributions
$120,963
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $2,011,064 | $120,963 | $10,080iApproximate average salary by contribution assumption: employee only about $252,006 at 4% or $168,004 at 6%; with 50% employer match about $168,004 at 4% or $112,003 at 6%; with 100% employer match about $126,003 at 4% or $84,002 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 5 | $1,117,009 | - | - |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 12 | $894,055 | $120,963 | $10,080iApproximate average salary by contribution assumption: employee only about $252,006 at 4% or $168,004 at 6%; with 50% employer match about $168,004 at 4% or $112,003 at 6%; with 100% employer match about $126,003 at 4% or $84,002 at 6%. |
| 2023 | 2 | 11 | $1,858,539 | $188,614 | $17,147iApproximate average salary by contribution assumption: employee only about $428,668 at 4% or $285,779 at 6%; with 50% employer match about $285,779 at 4% or $190,519 at 6%; with 100% employer match about $214,334 at 4% or $142,889 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 5 | $1,074,124 | - | - |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 11 | $784,415 | $188,614 | $17,147iApproximate average salary by contribution assumption: employee only about $428,668 at 4% or $285,779 at 6%; with 50% employer match about $285,779 at 4% or $190,519 at 6%; with 100% employer match about $214,334 at 4% or $142,889 at 6%. |
| 2022 | 2 | 12 | $1,617,101 | $140,550 | $11,713iApproximate average salary by contribution assumption: employee only about $292,813 at 4% or $195,208 at 6%; with 50% employer match about $195,208 at 4% or $130,139 at 6%; with 100% employer match about $146,406 at 4% or $97,604 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 6 | $983,129 | $37,000 | $6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%. |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 12 | $633,972 | $103,550 | $8,629iApproximate average salary by contribution assumption: employee only about $215,729 at 4% or $143,819 at 6%; with 50% employer match about $143,819 at 4% or $95,880 at 6%; with 100% employer match about $107,865 at 4% or $71,910 at 6%. |
| 2021 | 2 | 20 | $1,821,845 | $242,956 | $12,148iApproximate average salary by contribution assumption: employee only about $303,695 at 4% or $202,463 at 6%; with 50% employer match about $202,463 at 4% or $134,976 at 6%; with 100% employer match about $151,848 at 4% or $101,232 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $1,059,949 | $124,000 | $17,714iApproximate average salary by contribution assumption: employee only about $442,857 at 4% or $295,238 at 6%; with 50% employer match about $295,238 at 4% or $196,825 at 6%; with 100% employer match about $221,429 at 4% or $147,619 at 6%. |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 20 | $761,896 | $118,956 | $5,948iApproximate average salary by contribution assumption: employee only about $148,695 at 4% or $99,130 at 6%; with 50% employer match about $99,130 at 4% or $66,087 at 6%; with 100% employer match about $74,348 at 4% or $49,565 at 6%. |
| 2020 | 2 | 11 | $1,567,132 | $157,184 | $14,289iApproximate average salary by contribution assumption: employee only about $357,236 at 4% or $238,158 at 6%; with 50% employer match about $238,158 at 4% or $158,772 at 6%; with 100% employer match about $178,618 at 4% or $119,079 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $973,769 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 11 | $593,363 | $107,184 | $9,744iApproximate average salary by contribution assumption: employee only about $243,600 at 4% or $162,400 at 6%; with 50% employer match about $162,400 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%. |
| 2019 | 2 | 12 | $1,363,871 | $130,525 | $10,877iApproximate average salary by contribution assumption: employee only about $271,927 at 4% or $181,285 at 6%; with 50% employer match about $181,285 at 4% or $120,856 at 6%; with 100% employer match about $135,964 at 4% or $90,642 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $845,669 | - | - |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 12 | $518,202 | $130,525 | $10,877iApproximate average salary by contribution assumption: employee only about $271,927 at 4% or $181,285 at 6%; with 50% employer match about $181,285 at 4% or $120,856 at 6%; with 100% employer match about $135,964 at 4% or $90,642 at 6%. |
| 2018 | 2 | 10 | $1,017,501 | $126,097 | $12,610iApproximate average salary by contribution assumption: employee only about $315,243 at 4% or $210,162 at 6%; with 50% employer match about $210,162 at 4% or $140,108 at 6%; with 100% employer match about $157,621 at 4% or $105,081 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $662,627 | - | - |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 10 | $354,874 | $126,097 | $12,610iApproximate average salary by contribution assumption: employee only about $315,243 at 4% or $210,162 at 6%; with 50% employer match about $210,162 at 4% or $140,108 at 6%; with 100% employer match about $157,621 at 4% or $105,081 at 6%. |
| 2017 | 2 | 9 | $935,348 | $86,137 | $9,571iApproximate average salary by contribution assumption: employee only about $239,269 at 4% or $159,513 at 6%; with 50% employer match about $159,513 at 4% or $106,342 at 6%; with 100% employer match about $119,635 at 4% or $79,756 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $642,139 | - | - |
| Mark V. Sofonio, M. D. Inc. 401(K) Plan | - | 9 | $293,209 | $86,137 | $9,571iApproximate average salary by contribution assumption: employee only about $239,269 at 4% or $159,513 at 6%; with 50% employer match about $159,513 at 4% or $106,342 at 6%; with 100% employer match about $119,635 at 4% or $79,756 at 6%. |
| 2016 | 2 | 9 | $840,707 | $125,402 | $13,934iApproximate average salary by contribution assumption: employee only about $348,339 at 4% or $232,226 at 6%; with 50% employer match about $232,226 at 4% or $154,817 at 6%; with 100% employer match about $174,169 at 4% or $116,113 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $623,167 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 9 | $217,540 | $75,402 | $8,378iApproximate average salary by contribution assumption: employee only about $209,450 at 4% or $139,633 at 6%; with 50% employer match about $139,633 at 4% or $93,089 at 6%; with 100% employer match about $104,725 at 4% or $69,817 at 6%. |
| 2015 | 2 | 10 | $681,613 | $153,111 | $15,311iApproximate average salary by contribution assumption: employee only about $382,778 at 4% or $255,185 at 6%; with 50% employer match about $255,185 at 4% or $170,123 at 6%; with 100% employer match about $191,389 at 4% or $127,593 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 9 | $552,526 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 10 | $129,087 | $78,111 | $7,811iApproximate average salary by contribution assumption: employee only about $195,278 at 4% or $130,185 at 6%; with 50% employer match about $130,185 at 4% or $86,790 at 6%; with 100% employer match about $97,639 at 4% or $65,093 at 6%. |
| 2014 | 1 | 9 | $457,528 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 9 | $457,528 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2013 | 1 | 8 | $344,107 | $0 | - |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 8 | $344,107 | - | - |
| 2012 | 1 | 7 | $335,688 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 7 | $335,688 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| 2011 | 1 | 10 | $300,459 | $0 | - |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 10 | $300,459 | $0 | - |
| 2010 | 1 | 9 | $291,708 | $0 | - |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 9 | $291,708 | $0 | - |
| 2009 | 1 | 8 | $283,211 | $0 | - |
| Mark V. Sofonio, M.D. Defined Benefit Pension Plan | - | 8 | $283,211 | $0 | - |