Civic Intelligence

Atsuko E. Rees, M.D.

Plan context: Atsuko E. Rees, M.D. Defined Benefit Pension Plan

EIN 27-0314531 • San Luis Obispo, CA • 7 filings • 1 plans

4251 S. Higuera St., Ste. 40San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$901,513

2017 Contributions

$127,079

Historical Graphs

Total Assets Over Time

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

$901,513$450,757$0201120142016YearValue
$901,513Latest year 2016

Participants Over Time

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

740201120142016YearValue
7Latest year 2016

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
201710$0$0-
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-0$0$0-
201617$901,513$127,079$18,154iApproximate average salary by contribution assumption: employee only about $453,854 at 4% or $302,569 at 6%; with 50% employer match about $302,569 at 4% or $201,713 at 6%; with 100% employer match about $226,927 at 4% or $151,285 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-7$901,513$127,079$18,154iApproximate average salary by contribution assumption: employee only about $453,854 at 4% or $302,569 at 6%; with 50% employer match about $302,569 at 4% or $201,713 at 6%; with 100% employer match about $226,927 at 4% or $151,285 at 6%.
201516$731,273$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-6$731,273$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201415$630,707$145,435$29,087iApproximate average salary by contribution assumption: employee only about $727,175 at 4% or $484,783 at 6%; with 50% employer match about $484,783 at 4% or $323,189 at 6%; with 100% employer match about $363,588 at 4% or $242,392 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-5$630,707$145,435$29,087iApproximate average salary by contribution assumption: employee only about $727,175 at 4% or $484,783 at 6%; with 50% employer match about $484,783 at 4% or $323,189 at 6%; with 100% employer match about $363,588 at 4% or $242,392 at 6%.
201315$479,968$135,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-5$479,968$135,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201214$284,502$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-4$284,502$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
201113$101,292$101,565$33,855iApproximate average salary by contribution assumption: employee only about $846,375 at 4% or $564,250 at 6%; with 50% employer match about $564,250 at 4% or $376,167 at 6%; with 100% employer match about $423,188 at 4% or $282,125 at 6%.
Atsuko E. Rees, M.D. Defined Benefit Pension Plan-3$101,292$101,565$33,855iApproximate average salary by contribution assumption: employee only about $846,375 at 4% or $564,250 at 6%; with 50% employer match about $564,250 at 4% or $376,167 at 6%; with 100% employer match about $423,188 at 4% or $282,125 at 6%.