Civic Intelligence

Cheryl L Kellogg MD Inc

Plan context: Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust

EIN 27-3531734 • Laguna Niguel, CA • 12 filings • 2 plans

30131 Town Center Dr.Ste 204Laguna Niguel, CA 92677
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$477,845

2022 Contributions

$42,170

Historical Graphs

Total Assets Over Time

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

$515,324$257,662$0201120172022YearValue
$477,845Latest year 2022

Participants Over Time

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

320201120172022YearValue
3Latest year 2022

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
202213$477,845$42,170$14,057iApproximate average salary by contribution assumption: employee only about $351,417 at 4% or $234,278 at 6%; with 50% employer match about $234,278 at 4% or $156,185 at 6%; with 100% employer match about $175,708 at 4% or $117,139 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-3$477,845$42,170$14,057iApproximate average salary by contribution assumption: employee only about $351,417 at 4% or $234,278 at 6%; with 50% employer match about $234,278 at 4% or $156,185 at 6%; with 100% employer match about $175,708 at 4% or $117,139 at 6%.
202113$515,324$40,562$13,521iApproximate average salary by contribution assumption: employee only about $338,017 at 4% or $225,344 at 6%; with 50% employer match about $225,344 at 4% or $150,230 at 6%; with 100% employer match about $169,008 at 4% or $112,672 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-3$515,324$40,562$13,521iApproximate average salary by contribution assumption: employee only about $338,017 at 4% or $225,344 at 6%; with 50% employer match about $225,344 at 4% or $150,230 at 6%; with 100% employer match about $169,008 at 4% or $112,672 at 6%.
202013$422,739$40,320$13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-3$422,739$40,320$13,440iApproximate average salary by contribution assumption: employee only about $336,000 at 4% or $224,000 at 6%; with 50% employer match about $224,000 at 4% or $149,333 at 6%; with 100% employer match about $168,000 at 4% or $112,000 at 6%.
201913$358,171$39,237$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-3$358,171$39,237$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
201812$262,076$34,511$17,256iApproximate average salary by contribution assumption: employee only about $431,388 at 4% or $287,592 at 6%; with 50% employer match about $287,592 at 4% or $191,728 at 6%; with 100% employer match about $215,694 at 4% or $143,796 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-2$262,076$34,511$17,256iApproximate average salary by contribution assumption: employee only about $431,388 at 4% or $287,592 at 6%; with 50% employer match about $287,592 at 4% or $191,728 at 6%; with 100% employer match about $215,694 at 4% or $143,796 at 6%.
201712$249,165$22,531$11,266iApproximate average salary by contribution assumption: employee only about $281,638 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,819 at 4% or $93,879 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-2$249,165$22,531$11,266iApproximate average salary by contribution assumption: employee only about $281,638 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,819 at 4% or $93,879 at 6%.
201612$201,454$34,640$17,320iApproximate average salary by contribution assumption: employee only about $433,000 at 4% or $288,667 at 6%; with 50% employer match about $288,667 at 4% or $192,444 at 6%; with 100% employer match about $216,500 at 4% or $144,333 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-2$201,454$34,640$17,320iApproximate average salary by contribution assumption: employee only about $433,000 at 4% or $288,667 at 6%; with 50% employer match about $288,667 at 4% or $192,444 at 6%; with 100% employer match about $216,500 at 4% or $144,333 at 6%.
201512$148,233$83,563$41,782iApproximate average salary by contribution assumption: employee only about $1,044,538 at 4% or $696,358 at 6%; with 50% employer match about $696,358 at 4% or $464,239 at 6%; with 100% employer match about $522,269 at 4% or $348,179 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-2$148,233$83,563$41,782iApproximate average salary by contribution assumption: employee only about $1,044,538 at 4% or $696,358 at 6%; with 50% employer match about $696,358 at 4% or $464,239 at 6%; with 100% employer match about $522,269 at 4% or $348,179 at 6%.
201411$66,158$0-
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-1$66,158$0-
201311$60,372$8,750$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-1$60,372$8,750$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201211$41,865$26,904$26,904iApproximate average salary by contribution assumption: employee only about $672,600 at 4% or $448,400 at 6%; with 50% employer match about $448,400 at 4% or $298,933 at 6%; with 100% employer match about $336,300 at 4% or $224,200 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-1$41,865$26,904$26,904iApproximate average salary by contribution assumption: employee only about $672,600 at 4% or $448,400 at 6%; with 50% employer match about $448,400 at 4% or $298,933 at 6%; with 100% employer match about $336,300 at 4% or $224,200 at 6%.
201111$12,169$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Cheryl L Kellogg MD Inc 401K Profit Sharing Plan and Trust-1$12,169$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.