Civic Intelligence

JOEL E. ULLOTH, M.D., INC.

Plan context: JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN

EIN 26-4712185 • Kula, HI • 28 filings • 6 plans

121 Ikena Kai PlaceKula, HI 96790
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,364,076

2024 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$3,364,076$1,682,038$0201020172024YearValue
$3,364,076Latest year 2024

Participants Over Time

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

840201020172024YearValue
3Latest 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
202423$3,364,076$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN-3$2,434,813$0-
JOEL E. ULLOTH M.D. INC. 401(K) PROFIT SHARING PLAN-3$929,263$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
202323$3,074,659$326,000$108,667iApproximate average salary by contribution assumption: employee only about $2,716,667 at 4% or $1,811,111 at 6%; with 50% employer match about $1,811,111 at 4% or $1,207,407 at 6%; with 100% employer match about $1,358,333 at 4% or $905,556 at 6%.
JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN-3$2,253,022$280,200$93,400iApproximate average salary by contribution assumption: employee only about $2,335,000 at 4% or $1,556,667 at 6%; with 50% employer match about $1,556,667 at 4% or $1,037,778 at 6%; with 100% employer match about $1,167,500 at 4% or $778,333 at 6%.
JOEL E. ULLOTH M.D. INC. 401(K) PROFIT SHARING PLAN-3$821,637$45,800$15,267iApproximate average salary by contribution assumption: employee only about $381,667 at 4% or $254,444 at 6%; with 50% employer match about $254,444 at 4% or $169,630 at 6%; with 100% employer match about $190,833 at 4% or $127,222 at 6%.
202223$2,481,725$396,000$132,000iApproximate average salary by contribution assumption: employee only about $3,300,000 at 4% or $2,200,000 at 6%; with 50% employer match about $2,200,000 at 4% or $1,466,667 at 6%; with 100% employer match about $1,650,000 at 4% or $1,100,000 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-3$1,788,675$351,700$117,233iApproximate average salary by contribution assumption: employee only about $2,930,833 at 4% or $1,953,889 at 6%; with 50% employer match about $1,953,889 at 4% or $1,302,593 at 6%; with 100% employer match about $1,465,417 at 4% or $976,944 at 6%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-3$693,050$44,300$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,056 at 6%.
202123$2,417,351$234,700$78,233iApproximate average salary by contribution assumption: employee only about $1,955,833 at 4% or $1,303,889 at 6%; with 50% employer match about $1,303,889 at 4% or $869,259 at 6%; with 100% employer match about $977,917 at 4% or $651,944 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-3$1,667,271$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-3$750,080$34,700$11,567iApproximate average salary by contribution assumption: employee only about $289,167 at 4% or $192,778 at 6%; with 50% employer match about $192,778 at 4% or $128,519 at 6%; with 100% employer match about $144,583 at 4% or $96,389 at 6%.
202023$2,019,567$34,550$11,517iApproximate average salary by contribution assumption: employee only about $287,917 at 4% or $191,944 at 6%; with 50% employer match about $191,944 at 4% or $127,963 at 6%; with 100% employer match about $143,958 at 4% or $95,972 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-3$1,356,883--
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-3$662,684$34,550$11,517iApproximate average salary by contribution assumption: employee only about $287,917 at 4% or $191,944 at 6%; with 50% employer match about $191,944 at 4% or $127,963 at 6%; with 100% employer match about $143,958 at 4% or $95,972 at 6%.
201924$1,797,850$169,000$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-4$1,228,742$142,283$35,571iApproximate average salary by contribution assumption: employee only about $889,269 at 4% or $592,846 at 6%; with 50% employer match about $592,846 at 4% or $395,231 at 6%; with 100% employer match about $444,634 at 4% or $296,423 at 6%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-3$569,108$26,717$8,906iApproximate average salary by contribution assumption: employee only about $222,642 at 4% or $148,428 at 6%; with 50% employer match about $148,428 at 4% or $98,952 at 6%; with 100% employer match about $111,321 at 4% or $74,214 at 6%.
201824$1,425,207$159,300$39,825iApproximate average salary by contribution assumption: employee only about $995,625 at 4% or $663,750 at 6%; with 50% employer match about $663,750 at 4% or $442,500 at 6%; with 100% employer match about $497,813 at 4% or $331,875 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-4$942,610$100,000$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%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-4$482,597$59,300$14,825iApproximate average salary by contribution assumption: employee only about $370,625 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,313 at 4% or $123,542 at 6%.
201724$1,337,991$217,980$54,495iApproximate average salary by contribution assumption: employee only about $1,362,375 at 4% or $908,250 at 6%; with 50% employer match about $908,250 at 4% or $605,500 at 6%; with 100% employer match about $681,188 at 4% or $454,125 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-4$891,570$158,444$39,611iApproximate average salary by contribution assumption: employee only about $990,275 at 4% or $660,183 at 6%; with 50% employer match about $660,183 at 4% or $440,122 at 6%; with 100% employer match about $495,138 at 4% or $330,092 at 6%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-4$446,421$59,536$14,884iApproximate average salary by contribution assumption: employee only about $372,100 at 4% or $248,067 at 6%; with 50% employer match about $248,067 at 4% or $165,378 at 6%; with 100% employer match about $186,050 at 4% or $124,033 at 6%.
201623$1,017,770$199,659$66,553iApproximate average salary by contribution assumption: employee only about $1,663,825 at 4% or $1,109,217 at 6%; with 50% employer match about $1,109,217 at 4% or $739,478 at 6%; with 100% employer match about $831,913 at 4% or $554,608 at 6%.
JOEL E ULLOTH MD INC DEFINED BENEFIT PENSION PLAN-3$662,309$160,514$53,505iApproximate average salary by contribution assumption: employee only about $1,337,617 at 4% or $891,744 at 6%; with 50% employer match about $891,744 at 4% or $594,496 at 6%; with 100% employer match about $668,808 at 4% or $445,872 at 6%.
JOEL E ULLOTH MD INC 401K PROFIT SHARING PLAN-3$355,461$39,145$13,048iApproximate average salary by contribution assumption: employee only about $326,208 at 4% or $217,472 at 6%; with 50% employer match about $217,472 at 4% or $144,981 at 6%; with 100% employer match about $163,104 at 4% or $108,736 at 6%.
201524$771,547$190,894$47,724iApproximate average salary by contribution assumption: employee only about $1,193,088 at 4% or $795,392 at 6%; with 50% employer match about $795,392 at 4% or $530,261 at 6%; with 100% employer match about $596,544 at 4% or $397,696 at 6%.
JOEL E. ULLOTH, M.D., INC. DEFINED BENEFIT PENSION PLAN-4$471,721$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-4$299,826$40,894$10,224iApproximate average salary by contribution assumption: employee only about $255,588 at 4% or $170,392 at 6%; with 50% employer match about $170,392 at 4% or $113,594 at 6%; with 100% employer match about $127,794 at 4% or $85,196 at 6%.
201424$601,406$142,542$35,636iApproximate average salary by contribution assumption: employee only about $890,888 at 4% or $593,925 at 6%; with 50% employer match about $593,925 at 4% or $395,950 at 6%; with 100% employer match about $445,444 at 4% or $296,963 at 6%.
JOEL E. ULLOTH, M.D., INC. DEFINED BENEFIT PENSION PLAN-4$334,636$108,887$27,222iApproximate average salary by contribution assumption: employee only about $680,544 at 4% or $453,696 at 6%; with 50% employer match about $453,696 at 4% or $302,464 at 6%; with 100% employer match about $340,272 at 4% or $226,848 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-4$266,770$33,655$8,414iApproximate average salary by contribution assumption: employee only about $210,344 at 4% or $140,229 at 6%; with 50% employer match about $140,229 at 4% or $93,486 at 6%; with 100% employer match about $105,172 at 4% or $70,115 at 6%.
201328$440,502$136,084$17,011iApproximate average salary by contribution assumption: employee only about $425,263 at 4% or $283,508 at 6%; with 50% employer match about $283,508 at 4% or $189,006 at 6%; with 100% employer match about $212,631 at 4% or $141,754 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-8$226,590$36,084$4,511iApproximate average salary by contribution assumption: employee only about $112,763 at 4% or $75,175 at 6%; with 50% employer match about $75,175 at 4% or $50,117 at 6%; with 100% employer match about $56,381 at 4% or $37,588 at 6%.
JOEL E. ULLOTH, M.D., INC. DEFINED BENEFIT PENSION PLAN-4$213,912$100,000$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%.
201226$260,363$130,368$21,728iApproximate average salary by contribution assumption: employee only about $543,200 at 4% or $362,133 at 6%; with 50% employer match about $362,133 at 4% or $241,422 at 6%; with 100% employer match about $271,600 at 4% or $181,067 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-6$162,936$32,941$5,490iApproximate average salary by contribution assumption: employee only about $137,254 at 4% or $91,503 at 6%; with 50% employer match about $91,503 at 4% or $61,002 at 6%; with 100% employer match about $68,627 at 4% or $45,751 at 6%.
JOEL E. ULLOTH, M.D., INC. DEFINED BENEFIT PENSION PLAN-2$97,427$97,427$48,714iApproximate average salary by contribution assumption: employee only about $1,217,838 at 4% or $811,892 at 6%; with 50% employer match about $811,892 at 4% or $541,261 at 6%; with 100% employer match about $608,919 at 4% or $405,946 at 6%.
201116$123,016$51,820$8,637iApproximate average salary by contribution assumption: employee only about $215,917 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-6$123,016$51,820$8,637iApproximate average salary by contribution assumption: employee only about $215,917 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%.
201016$73,102$51,244$8,541iApproximate average salary by contribution assumption: employee only about $213,517 at 4% or $142,344 at 6%; with 50% employer match about $142,344 at 4% or $94,896 at 6%; with 100% employer match about $106,758 at 4% or $71,172 at 6%.
JOEL E. ULLOTH, M.D., INC. 401(K) PROFIT SHARING PLAN-6$73,102$51,244$8,541iApproximate average salary by contribution assumption: employee only about $213,517 at 4% or $142,344 at 6%; with 50% employer match about $142,344 at 4% or $94,896 at 6%; with 100% employer match about $106,758 at 4% or $71,172 at 6%.