Civic Intelligence

SHIVANAND R. POLE, M.D., INC.

Plan context: SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 27-4931034 • Los Alamitos, CA • 19 filings • 2 plans

3851 Katella Avenue , Suite 305Los Alamitos, CA 90720
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$6,271,495

2025 Contributions

$55,666

Historical Graphs

Total Assets Over Time

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

$7,121,054$3,560,527$0201220192025YearValue
$6,271,495Latest year 2025

Participants Over Time

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

630201220192025YearValue
3Latest year 2025

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
202513$6,271,495$0-
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$6,271,495$0-
202426$7,121,054$55,666$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$5,301,568$0-
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-6$1,819,486$55,666$9,278iApproximate average salary by contribution assumption: employee only about $231,942 at 4% or $154,628 at 6%; with 50% employer match about $154,628 at 4% or $103,085 at 6%; with 100% employer match about $115,971 at 4% or $77,314 at 6%.
202326$5,458,761$85,656$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$4,110,106$0-
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-6$1,348,655$85,656$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
202214$877,662$73,229$18,307iApproximate average salary by contribution assumption: employee only about $457,681 at 4% or $305,121 at 6%; with 50% employer match about $305,121 at 4% or $203,414 at 6%; with 100% employer match about $228,841 at 4% or $152,560 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-4$877,662$73,229$18,307iApproximate average salary by contribution assumption: employee only about $457,681 at 4% or $305,121 at 6%; with 50% employer match about $305,121 at 4% or $203,414 at 6%; with 100% employer match about $228,841 at 4% or $152,560 at 6%.
202113$1,171,230$129,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-3$1,171,230$129,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
202013$815,327$123,410$41,137iApproximate average salary by contribution assumption: employee only about $1,028,417 at 4% or $685,611 at 6%; with 50% employer match about $685,611 at 4% or $457,074 at 6%; with 100% employer match about $514,208 at 4% or $342,806 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-3$815,327$123,410$41,137iApproximate average salary by contribution assumption: employee only about $1,028,417 at 4% or $685,611 at 6%; with 50% employer match about $685,611 at 4% or $457,074 at 6%; with 100% employer match about $514,208 at 4% or $342,806 at 6%.
201926$3,223,894$388,443$64,741iApproximate average salary by contribution assumption: employee only about $1,618,513 at 4% or $1,079,008 at 6%; with 50% employer match about $1,079,008 at 4% or $719,339 at 6%; with 100% employer match about $809,256 at 4% or $539,504 at 6%.
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-2$2,672,903$318,109$159,055iApproximate average salary by contribution assumption: employee only about $3,976,363 at 4% or $2,650,908 at 6%; with 50% employer match about $2,650,908 at 4% or $1,767,272 at 6%; with 100% employer match about $1,988,181 at 4% or $1,325,454 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-6$550,991$70,334$11,722iApproximate average salary by contribution assumption: employee only about $293,058 at 4% or $195,372 at 6%; with 50% employer match about $195,372 at 4% or $130,248 at 6%; with 100% employer match about $146,529 at 4% or $97,686 at 6%.
201825$2,298,304$620,779$124,156iApproximate average salary by contribution assumption: employee only about $3,103,895 at 4% or $2,069,263 at 6%; with 50% employer match about $2,069,263 at 4% or $1,379,509 at 6%; with 100% employer match about $1,551,948 at 4% or $1,034,632 at 6%.
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-3$1,930,384$580,000$193,333iApproximate average salary by contribution assumption: employee only about $4,833,333 at 4% or $3,222,222 at 6%; with 50% employer match about $3,222,222 at 4% or $2,148,148 at 6%; with 100% employer match about $2,416,667 at 4% or $1,611,111 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-5$367,920$40,779$8,156iApproximate average salary by contribution assumption: employee only about $203,895 at 4% or $135,930 at 6%; with 50% employer match about $135,930 at 4% or $90,620 at 6%; with 100% employer match about $101,948 at 4% or $67,965 at 6%.
201724$1,884,756$234,630$58,658iApproximate average salary by contribution assumption: employee only about $1,466,438 at 4% or $977,625 at 6%; with 50% employer match about $977,625 at 4% or $651,750 at 6%; with 100% employer match about $733,219 at 4% or $488,813 at 6%.
SHIVANAND R. POLE, M.D., INC. DEFINED BENEFIT PENSION PLAN-2$1,510,009$174,665$87,333iApproximate average salary by contribution assumption: employee only about $2,183,313 at 4% or $1,455,542 at 6%; with 50% employer match about $1,455,542 at 4% or $970,361 at 6%; with 100% employer match about $1,091,656 at 4% or $727,771 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-4$374,747$59,965$14,991iApproximate average salary by contribution assumption: employee only about $374,781 at 4% or $249,854 at 6%; with 50% employer match about $249,854 at 4% or $166,569 at 6%; with 100% employer match about $187,391 at 4% or $124,927 at 6%.
201612$260,387$51,745$25,873iApproximate average salary by contribution assumption: employee only about $646,813 at 4% or $431,208 at 6%; with 50% employer match about $431,208 at 4% or $287,472 at 6%; with 100% employer match about $323,406 at 4% or $215,604 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-2$260,387$51,745$25,873iApproximate average salary by contribution assumption: employee only about $646,813 at 4% or $431,208 at 6%; with 50% employer match about $431,208 at 4% or $287,472 at 6%; with 100% employer match about $323,406 at 4% or $215,604 at 6%.
201512$176,879$52,975$26,488iApproximate average salary by contribution assumption: employee only about $662,188 at 4% or $441,458 at 6%; with 50% employer match about $441,458 at 4% or $294,306 at 6%; with 100% employer match about $331,094 at 4% or $220,729 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-2$176,879$52,975$26,488iApproximate average salary by contribution assumption: employee only about $662,188 at 4% or $441,458 at 6%; with 50% employer match about $441,458 at 4% or $294,306 at 6%; with 100% employer match about $331,094 at 4% or $220,729 at 6%.
201412$124,253$48,250$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-2$124,253$48,250$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
201312$78,430$46,844$23,422iApproximate average salary by contribution assumption: employee only about $585,550 at 4% or $390,367 at 6%; with 50% employer match about $390,367 at 4% or $260,244 at 6%; with 100% employer match about $292,775 at 4% or $195,183 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-2$78,430$46,844$23,422iApproximate average salary by contribution assumption: employee only about $585,550 at 4% or $390,367 at 6%; with 50% employer match about $390,367 at 4% or $260,244 at 6%; with 100% employer match about $292,775 at 4% or $195,183 at 6%.
201212$27,200$27,200$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
SHIVANAND R. POLE, M.D., INC. 401(K) PLAN-2$27,200$27,200$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.