Civic Intelligence

Charles W. Moniak M.D. Inc.

Plan context: Charles W. Moniak M.D. Inc. Cash Balance Plan

EIN 27-2792917 • Newport Beach, CA • 24 filings • 2 plans

320 Superior Ave., #230Newport Beach, CA 92663
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,511,303

2024 Contributions

$192,205

Historical Graphs

Total Assets Over Time

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

$2,511,303$1,255,652$0201320192024YearValue
$2,511,303Latest year 2024

Participants Over Time

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

23120201320192024YearValue
17Latest 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
2024217$2,511,303$192,205$11,306iApproximate average salary by contribution assumption: employee only about $282,654 at 4% or $188,436 at 6%; with 50% employer match about $188,436 at 4% or $125,624 at 6%; with 100% employer match about $141,327 at 4% or $94,218 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-14$1,822,896$60,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-17$688,407$132,205$7,777iApproximate average salary by contribution assumption: employee only about $194,419 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,408 at 6%; with 100% employer match about $97,210 at 4% or $64,806 at 6%.
2023223$2,161,874$31,169$1,355iApproximate average salary by contribution assumption: employee only about $33,879 at 4% or $22,586 at 6%; with 50% employer match about $22,586 at 4% or $15,057 at 6%; with 100% employer match about $16,940 at 4% or $11,293 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-23$1,613,650$0-
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-19$548,224$31,169$1,640iApproximate average salary by contribution assumption: employee only about $41,012 at 4% or $27,341 at 6%; with 50% employer match about $27,341 at 4% or $18,227 at 6%; with 100% employer match about $20,506 at 4% or $13,671 at 6%.
2022215$1,971,309$153,980$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-14$1,490,429$101,530$7,252iApproximate average salary by contribution assumption: employee only about $181,304 at 4% or $120,869 at 6%; with 50% employer match about $120,869 at 4% or $80,579 at 6%; with 100% employer match about $90,652 at 4% or $60,435 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-15$480,880$52,450$3,497iApproximate average salary by contribution assumption: employee only about $87,417 at 4% or $58,278 at 6%; with 50% employer match about $58,278 at 4% or $38,852 at 6%; with 100% employer match about $43,708 at 4% or $29,139 at 6%.
2021214$2,143,048$69,048$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-14$1,631,422$0-
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-12$511,626$69,048$5,754iApproximate average salary by contribution assumption: employee only about $143,850 at 4% or $95,900 at 6%; with 50% employer match about $95,900 at 4% or $63,933 at 6%; with 100% employer match about $71,925 at 4% or $47,950 at 6%.
2020213$1,801,996$74,177$5,706iApproximate average salary by contribution assumption: employee only about $142,648 at 4% or $95,099 at 6%; with 50% employer match about $95,099 at 4% or $63,399 at 6%; with 100% employer match about $71,324 at 4% or $47,549 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-13$1,403,944$0-
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-12$398,052$74,177$6,181iApproximate average salary by contribution assumption: employee only about $154,535 at 4% or $103,024 at 6%; with 50% employer match about $103,024 at 4% or $68,682 at 6%; with 100% employer match about $77,268 at 4% or $51,512 at 6%.
2019213$1,484,661$134,377$10,337iApproximate average salary by contribution assumption: employee only about $258,417 at 4% or $172,278 at 6%; with 50% employer match about $172,278 at 4% or $114,852 at 6%; with 100% employer match about $129,209 at 4% or $86,139 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-13$1,187,462$67,705$5,208iApproximate average salary by contribution assumption: employee only about $130,202 at 4% or $86,801 at 6%; with 50% employer match about $86,801 at 4% or $57,868 at 6%; with 100% employer match about $65,101 at 4% or $43,401 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-12$297,199$66,672$5,556iApproximate average salary by contribution assumption: employee only about $138,900 at 4% or $92,600 at 6%; with 50% employer match about $92,600 at 4% or $61,733 at 6%; with 100% employer match about $69,450 at 4% or $46,300 at 6%.
2018211$1,189,497$273,857$24,896iApproximate average salary by contribution assumption: employee only about $622,402 at 4% or $414,935 at 6%; with 50% employer match about $414,935 at 4% or $276,623 at 6%; with 100% employer match about $311,201 at 4% or $207,467 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-11$980,851$206,922$18,811iApproximate average salary by contribution assumption: employee only about $470,277 at 4% or $313,518 at 6%; with 50% employer match about $313,518 at 4% or $209,012 at 6%; with 100% employer match about $235,139 at 4% or $156,759 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-10$208,646$66,935$6,694iApproximate average salary by contribution assumption: employee only about $167,338 at 4% or $111,558 at 6%; with 50% employer match about $111,558 at 4% or $74,372 at 6%; with 100% employer match about $83,669 at 4% or $55,779 at 6%.
2017213$964,462$174,265$13,405iApproximate average salary by contribution assumption: employee only about $335,125 at 4% or $223,417 at 6%; with 50% employer match about $223,417 at 4% or $148,944 at 6%; with 100% employer match about $167,563 at 4% or $111,708 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-11$805,448$113,344$10,304iApproximate average salary by contribution assumption: employee only about $257,600 at 4% or $171,733 at 6%; with 50% employer match about $171,733 at 4% or $114,489 at 6%; with 100% employer match about $128,800 at 4% or $85,867 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-13$159,014$60,921$4,686iApproximate average salary by contribution assumption: employee only about $117,156 at 4% or $78,104 at 6%; with 50% employer match about $78,104 at 4% or $52,069 at 6%; with 100% employer match about $58,578 at 4% or $39,052 at 6%.
2016214$719,830$280,242$20,017iApproximate average salary by contribution assumption: employee only about $500,432 at 4% or $333,621 at 6%; with 50% employer match about $333,621 at 4% or $222,414 at 6%; with 100% employer match about $250,216 at 4% or $166,811 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-8$628,314$258,544$32,318iApproximate average salary by contribution assumption: employee only about $807,950 at 4% or $538,633 at 6%; with 50% employer match about $538,633 at 4% or $359,089 at 6%; with 100% employer match about $403,975 at 4% or $269,317 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-14$91,516$21,698$1,550iApproximate average salary by contribution assumption: employee only about $38,746 at 4% or $25,831 at 6%; with 50% employer match about $25,831 at 4% or $17,221 at 6%; with 100% employer match about $19,373 at 4% or $12,915 at 6%.
2015213$414,686$176,183$13,553iApproximate average salary by contribution assumption: employee only about $338,813 at 4% or $225,876 at 6%; with 50% employer match about $225,876 at 4% or $150,584 at 6%; with 100% employer match about $169,407 at 4% or $112,938 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-9$348,510$154,000$17,111iApproximate average salary by contribution assumption: employee only about $427,778 at 4% or $285,185 at 6%; with 50% employer match about $285,185 at 4% or $190,123 at 6%; with 100% employer match about $213,889 at 4% or $142,593 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-13$66,176$22,183$1,706iApproximate average salary by contribution assumption: employee only about $42,660 at 4% or $28,440 at 6%; with 50% employer match about $28,440 at 4% or $18,960 at 6%; with 100% employer match about $21,330 at 4% or $14,220 at 6%.
2014211$246,617$94,082$8,553iApproximate average salary by contribution assumption: employee only about $213,823 at 4% or $142,548 at 6%; with 50% employer match about $142,548 at 4% or $95,032 at 6%; with 100% employer match about $106,911 at 4% or $71,274 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-9$199,409$76,000$8,444iApproximate average salary by contribution assumption: employee only about $211,111 at 4% or $140,741 at 6%; with 50% employer match about $140,741 at 4% or $93,827 at 6%; with 100% employer match about $105,556 at 4% or $70,370 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-11$47,208$18,082$1,644iApproximate average salary by contribution assumption: employee only about $41,095 at 4% or $27,397 at 6%; with 50% employer match about $27,397 at 4% or $18,265 at 6%; with 100% employer match about $20,548 at 4% or $13,698 at 6%.
2013210$159,754$160,065$16,007iApproximate average salary by contribution assumption: employee only about $400,163 at 4% or $266,775 at 6%; with 50% employer match about $266,775 at 4% or $177,850 at 6%; with 100% employer match about $200,081 at 4% or $133,388 at 6%.
Charles W. Moniak M.D. Inc. Cash Balance Plan-9$120,000$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Charles W. Moniak M.D. Inc. 401(K) Profit Sharing Plan-10$39,754$40,065$4,007iApproximate average salary by contribution assumption: employee only about $100,163 at 4% or $66,775 at 6%; with 50% employer match about $66,775 at 4% or $44,517 at 6%; with 100% employer match about $50,081 at 4% or $33,388 at 6%.