Civic Intelligence

Bashar Saad, M.D. Inc.

Plan context: BASHAR SAAD MD INC. CASH BALANCE PLAN

EIN 27-2814221 • Claremont, CA • 23 filings • 2 plans

912 Deep Springs DriveClaremont, CA 91711
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$7,267,754

2024 Contributions

$151,733

Historical Graphs

Total Assets Over Time

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

$7,267,754$3,633,877$0201020172024YearValue
$7,267,754Latest year 2024

Participants Over Time

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

22110201020172024YearValue
22Latest 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
2024222$7,267,754$151,733$6,897iApproximate average salary by contribution assumption: employee only about $172,424 at 4% or $114,949 at 6%; with 50% employer match about $114,949 at 4% or $76,633 at 6%; with 100% employer match about $86,212 at 4% or $57,475 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-10$3,866,412$0-
Bashar Saad, M.D. Inc. 401(K) Plan-22$3,401,342$151,733$6,897iApproximate average salary by contribution assumption: employee only about $172,424 at 4% or $114,949 at 6%; with 50% employer match about $114,949 at 4% or $76,633 at 6%; with 100% employer match about $86,212 at 4% or $57,475 at 6%.
2023218$6,418,962$133,337$7,408iApproximate average salary by contribution assumption: employee only about $185,190 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-9$3,471,981$0-
Bashar Saad, M.D. Inc. 401(K) Plan-18$2,946,981$133,337$7,408iApproximate average salary by contribution assumption: employee only about $185,190 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
2022212$5,560,449$477,355$39,780iApproximate average salary by contribution assumption: employee only about $994,490 at 4% or $662,993 at 6%; with 50% employer match about $662,993 at 4% or $441,995 at 6%; with 100% employer match about $497,245 at 4% or $331,497 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-6$3,097,756$400,000$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%.
Bashar Saad, M.D. Inc. 401(K) Plan-12$2,462,693$77,355$6,446iApproximate average salary by contribution assumption: employee only about $161,156 at 4% or $107,438 at 6%; with 50% employer match about $107,438 at 4% or $71,625 at 6%; with 100% employer match about $80,578 at 4% or $53,719 at 6%.
202129$5,945,556$399,970$44,441iApproximate average salary by contribution assumption: employee only about $1,111,028 at 4% or $740,685 at 6%; with 50% employer match about $740,685 at 4% or $493,790 at 6%; with 100% employer match about $555,514 at 4% or $370,343 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-5$3,129,775$333,809$66,762iApproximate average salary by contribution assumption: employee only about $1,669,045 at 4% or $1,112,697 at 6%; with 50% employer match about $1,112,697 at 4% or $741,798 at 6%; with 100% employer match about $834,523 at 4% or $556,348 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-9$2,815,781$66,161$7,351iApproximate average salary by contribution assumption: employee only about $183,781 at 4% or $122,520 at 6%; with 50% employer match about $122,520 at 4% or $81,680 at 6%; with 100% employer match about $91,890 at 4% or $61,260 at 6%.
202028$5,038,073$309,313$38,664iApproximate average salary by contribution assumption: employee only about $966,603 at 4% or $644,402 at 6%; with 50% employer match about $644,402 at 4% or $429,601 at 6%; with 100% employer match about $483,302 at 4% or $322,201 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-7$2,526,400$236,553$33,793iApproximate average salary by contribution assumption: employee only about $844,832 at 4% or $563,221 at 6%; with 50% employer match about $563,221 at 4% or $375,481 at 6%; with 100% employer match about $422,416 at 4% or $281,611 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-8$2,511,673$72,760$9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
201928$4,295,583$153,370$19,171iApproximate average salary by contribution assumption: employee only about $479,281 at 4% or $319,521 at 6%; with 50% employer match about $319,521 at 4% or $213,014 at 6%; with 100% employer match about $239,641 at 4% or $159,760 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-8$2,235,683$72,376$9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-7$2,059,900$80,994$11,571iApproximate average salary by contribution assumption: employee only about $289,264 at 4% or $192,843 at 6%; with 50% employer match about $192,843 at 4% or $128,562 at 6%; with 100% employer match about $144,632 at 4% or $96,421 at 6%.
201828$3,483,331$449,840$56,230iApproximate average salary by contribution assumption: employee only about $1,405,750 at 4% or $937,167 at 6%; with 50% employer match about $937,167 at 4% or $624,778 at 6%; with 100% employer match about $702,875 at 4% or $468,583 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-8$1,796,380$70,687$8,836iApproximate average salary by contribution assumption: employee only about $220,897 at 4% or $147,265 at 6%; with 50% employer match about $147,265 at 4% or $98,176 at 6%; with 100% employer match about $110,448 at 4% or $73,632 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-5$1,686,951$379,153$75,831iApproximate average salary by contribution assumption: employee only about $1,895,765 at 4% or $1,263,843 at 6%; with 50% employer match about $1,263,843 at 4% or $842,562 at 6%; with 100% employer match about $947,883 at 4% or $631,922 at 6%.
201728$3,240,315$442,840$55,355iApproximate average salary by contribution assumption: employee only about $1,383,875 at 4% or $922,583 at 6%; with 50% employer match about $922,583 at 4% or $615,056 at 6%; with 100% employer match about $691,938 at 4% or $461,292 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-8$1,856,623$68,840$8,605iApproximate average salary by contribution assumption: employee only about $215,125 at 4% or $143,417 at 6%; with 50% employer match about $143,417 at 4% or $95,611 at 6%; with 100% employer match about $107,563 at 4% or $71,708 at 6%.
BASHAR SAAD MD INC. CASH BALANCE PLAN-5$1,383,692$374,000$74,800iApproximate average salary by contribution assumption: employee only about $1,870,000 at 4% or $1,246,667 at 6%; with 50% employer match about $1,246,667 at 4% or $831,111 at 6%; with 100% employer match about $935,000 at 4% or $623,333 at 6%.
201617$1,500,567$69,537$9,934iApproximate average salary by contribution assumption: employee only about $248,346 at 4% or $165,564 at 6%; with 50% employer match about $165,564 at 4% or $110,376 at 6%; with 100% employer match about $124,173 at 4% or $82,782 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-7$1,500,567$69,537$9,934iApproximate average salary by contribution assumption: employee only about $248,346 at 4% or $165,564 at 6%; with 50% employer match about $165,564 at 4% or $110,376 at 6%; with 100% employer match about $124,173 at 4% or $82,782 at 6%.
201515$1,349,846$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-5$1,349,846$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
201415$1,283,833$54,751$10,950iApproximate average salary by contribution assumption: employee only about $273,755 at 4% or $182,503 at 6%; with 50% employer match about $182,503 at 4% or $121,669 at 6%; with 100% employer match about $136,878 at 4% or $91,252 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-5$1,283,833$54,751$10,950iApproximate average salary by contribution assumption: employee only about $273,755 at 4% or $182,503 at 6%; with 50% employer match about $182,503 at 4% or $121,669 at 6%; with 100% employer match about $136,878 at 4% or $91,252 at 6%.
201315$1,146,951$49,310$9,862iApproximate average salary by contribution assumption: employee only about $246,550 at 4% or $164,367 at 6%; with 50% employer match about $164,367 at 4% or $109,578 at 6%; with 100% employer match about $123,275 at 4% or $82,183 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-5$1,146,951$49,310$9,862iApproximate average salary by contribution assumption: employee only about $246,550 at 4% or $164,367 at 6%; with 50% employer match about $164,367 at 4% or $109,578 at 6%; with 100% employer match about $123,275 at 4% or $82,183 at 6%.
201213$919,855$101,185$33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,139 at 6%; with 50% employer match about $562,139 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-3$919,855$101,185$33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,139 at 6%; with 50% employer match about $562,139 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%.
201112$724,848$94,567$47,284iApproximate average salary by contribution assumption: employee only about $1,182,088 at 4% or $788,058 at 6%; with 50% employer match about $788,058 at 4% or $525,372 at 6%; with 100% employer match about $591,044 at 4% or $394,029 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-2$724,848$94,567$47,284iApproximate average salary by contribution assumption: employee only about $1,182,088 at 4% or $788,058 at 6%; with 50% employer match about $788,058 at 4% or $525,372 at 6%; with 100% employer match about $591,044 at 4% or $394,029 at 6%.
201011$621,020$604,905$604,905iApproximate average salary by contribution assumption: employee only about $15,122,625 at 4% or $10,081,750 at 6%; with 50% employer match about $10,081,750 at 4% or $6,721,167 at 6%; with 100% employer match about $7,561,313 at 4% or $5,040,875 at 6%.
Bashar Saad, M.D. Inc. 401(K) Plan-1$621,020$604,905$604,905iApproximate average salary by contribution assumption: employee only about $15,122,625 at 4% or $10,081,750 at 6%; with 50% employer match about $10,081,750 at 4% or $6,721,167 at 6%; with 100% employer match about $7,561,313 at 4% or $5,040,875 at 6%.