Civic Intelligence

Patrick K. Thein, M.D. Inc.

Plan context: PATRICK K. THEIN, M.D., INC. PENSION PLAN

EIN 30-0023113 • Dana Point, CA • 24 filings • 3 plans

24692 Del Prado Ave. Ste. #ADana Point, CA 92629
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,107,885

2017 Contributions

$88,266

Historical Graphs

Total Assets Over Time

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

$1,107,885$553,943$0200620112016YearValue
$1,107,885Latest year 2016

Participants Over Time

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

210200620112016YearValue
2Latest 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
201720$0$0-
Patrick K. Thein, M.D. Inc. Retirement Plan-0$0$0-
PATRICK K. THEIN, M.D., INC. PENSION PLAN (FINAL)-0$0$0-
201622$1,107,885$88,266$44,133iApproximate average salary by contribution assumption: employee only about $1,103,325 at 4% or $735,550 at 6%; with 50% employer match about $735,550 at 4% or $490,367 at 6%; with 100% employer match about $551,663 at 4% or $367,775 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-1$861,709$61,861$61,861iApproximate average salary by contribution assumption: employee only about $1,546,525 at 4% or $1,031,017 at 6%; with 50% employer match about $1,031,017 at 4% or $687,344 at 6%; with 100% employer match about $773,263 at 4% or $515,508 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$246,176$26,405$13,203iApproximate average salary by contribution assumption: employee only about $330,063 at 4% or $220,042 at 6%; with 50% employer match about $220,042 at 4% or $146,694 at 6%; with 100% employer match about $165,031 at 4% or $110,021 at 6%.
201522$926,884$90,563$45,282iApproximate average salary by contribution assumption: employee only about $1,132,038 at 4% or $754,692 at 6%; with 50% employer match about $754,692 at 4% or $503,128 at 6%; with 100% employer match about $566,019 at 4% or $377,346 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$709,435$65,492$32,746iApproximate average salary by contribution assumption: employee only about $818,650 at 4% or $545,767 at 6%; with 50% employer match about $545,767 at 4% or $363,844 at 6%; with 100% employer match about $409,325 at 4% or $272,883 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$217,449$25,071$12,536iApproximate average salary by contribution assumption: employee only about $313,388 at 4% or $208,925 at 6%; with 50% employer match about $208,925 at 4% or $139,283 at 6%; with 100% employer match about $156,694 at 4% or $104,463 at 6%.
201422$902,819$91,630$45,815iApproximate average salary by contribution assumption: employee only about $1,145,375 at 4% or $763,583 at 6%; with 50% employer match about $763,583 at 4% or $509,056 at 6%; with 100% employer match about $572,688 at 4% or $381,792 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$647,860$63,059$31,530iApproximate average salary by contribution assumption: employee only about $788,238 at 4% or $525,492 at 6%; with 50% employer match about $525,492 at 4% or $350,328 at 6%; with 100% employer match about $394,119 at 4% or $262,746 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$254,959$28,571$14,286iApproximate average salary by contribution assumption: employee only about $357,138 at 4% or $238,092 at 6%; with 50% employer match about $238,092 at 4% or $158,728 at 6%; with 100% employer match about $178,569 at 4% or $119,046 at 6%.
201322$807,691$94,634$47,317iApproximate average salary by contribution assumption: employee only about $1,182,925 at 4% or $788,617 at 6%; with 50% employer match about $788,617 at 4% or $525,744 at 6%; with 100% employer match about $591,463 at 4% or $394,308 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$580,048$65,849$32,925iApproximate average salary by contribution assumption: employee only about $823,113 at 4% or $548,742 at 6%; with 50% employer match about $548,742 at 4% or $365,828 at 6%; with 100% employer match about $411,556 at 4% or $274,371 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$227,643$28,785$14,393iApproximate average salary by contribution assumption: employee only about $359,813 at 4% or $239,875 at 6%; with 50% employer match about $239,875 at 4% or $159,917 at 6%; with 100% employer match about $179,906 at 4% or $119,938 at 6%.
201222$640,069$90,695$45,348iApproximate average salary by contribution assumption: employee only about $1,133,688 at 4% or $755,792 at 6%; with 50% employer match about $755,792 at 4% or $503,861 at 6%; with 100% employer match about $566,844 at 4% or $377,896 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$437,792$62,618$31,309iApproximate average salary by contribution assumption: employee only about $782,725 at 4% or $521,817 at 6%; with 50% employer match about $521,817 at 4% or $347,878 at 6%; with 100% employer match about $391,363 at 4% or $260,908 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$202,277$28,077$14,039iApproximate average salary by contribution assumption: employee only about $350,963 at 4% or $233,975 at 6%; with 50% employer match about $233,975 at 4% or $155,983 at 6%; with 100% employer match about $175,481 at 4% or $116,988 at 6%.
201122$484,569$85,223$42,612iApproximate average salary by contribution assumption: employee only about $1,065,288 at 4% or $710,192 at 6%; with 50% employer match about $710,192 at 4% or $473,461 at 6%; with 100% employer match about $532,644 at 4% or $355,096 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$341,282$57,652$28,826iApproximate average salary by contribution assumption: employee only about $720,650 at 4% or $480,433 at 6%; with 50% employer match about $480,433 at 4% or $320,289 at 6%; with 100% employer match about $360,325 at 4% or $240,217 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$143,287$27,571$13,786iApproximate average salary by contribution assumption: employee only about $344,638 at 4% or $229,758 at 6%; with 50% employer match about $229,758 at 4% or $153,172 at 6%; with 100% employer match about $172,319 at 4% or $114,879 at 6%.
201022$410,343$72,787$36,394iApproximate average salary by contribution assumption: employee only about $909,838 at 4% or $606,558 at 6%; with 50% employer match about $606,558 at 4% or $404,372 at 6%; with 100% employer match about $454,919 at 4% or $303,279 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$302,020$52,216$26,108iApproximate average salary by contribution assumption: employee only about $652,700 at 4% or $435,133 at 6%; with 50% employer match about $435,133 at 4% or $290,089 at 6%; with 100% employer match about $326,350 at 4% or $217,567 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$108,323$20,571$10,286iApproximate average salary by contribution assumption: employee only about $257,138 at 4% or $171,425 at 6%; with 50% employer match about $171,425 at 4% or $114,283 at 6%; with 100% employer match about $128,569 at 4% or $85,713 at 6%.
200922$302,800$73,639$36,820iApproximate average salary by contribution assumption: employee only about $920,488 at 4% or $613,658 at 6%; with 50% employer match about $613,658 at 4% or $409,106 at 6%; with 100% employer match about $460,244 at 4% or $306,829 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$217,934$49,886$24,943iApproximate average salary by contribution assumption: employee only about $623,575 at 4% or $415,717 at 6%; with 50% employer match about $415,717 at 4% or $277,144 at 6%; with 100% employer match about $311,788 at 4% or $207,858 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$84,866$23,753$11,877iApproximate average salary by contribution assumption: employee only about $296,913 at 4% or $197,942 at 6%; with 50% employer match about $197,942 at 4% or $131,961 at 6%; with 100% employer match about $148,456 at 4% or $98,971 at 6%.
200822$201,856$73,658$36,829iApproximate average salary by contribution assumption: employee only about $920,725 at 4% or $613,817 at 6%; with 50% employer match about $613,817 at 4% or $409,211 at 6%; with 100% employer match about $460,363 at 4% or $306,908 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$139,060$56,183$28,092iApproximate average salary by contribution assumption: employee only about $702,288 at 4% or $468,192 at 6%; with 50% employer match about $468,192 at 4% or $312,128 at 6%; with 100% employer match about $351,144 at 4% or $234,096 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$62,796$17,475$8,738iApproximate average salary by contribution assumption: employee only about $218,438 at 4% or $145,625 at 6%; with 50% employer match about $145,625 at 4% or $97,083 at 6%; with 100% employer match about $109,219 at 4% or $72,813 at 6%.
200722$173,869$96,491$48,246iApproximate average salary by contribution assumption: employee only about $1,206,138 at 4% or $804,092 at 6%; with 50% employer match about $804,092 at 4% or $536,061 at 6%; with 100% employer match about $603,069 at 4% or $402,046 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$129,480$74,491$37,246iApproximate average salary by contribution assumption: employee only about $931,138 at 4% or $620,758 at 6%; with 50% employer match about $620,758 at 4% or $413,839 at 6%; with 100% employer match about $465,569 at 4% or $310,379 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$44,389$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200622$75,304$75,304$37,652iApproximate average salary by contribution assumption: employee only about $941,300 at 4% or $627,533 at 6%; with 50% employer match about $627,533 at 4% or $418,356 at 6%; with 100% employer match about $470,650 at 4% or $313,767 at 6%.
PATRICK K. THEIN, M.D., INC. PENSION PLAN-2$53,304$53,304$26,652iApproximate average salary by contribution assumption: employee only about $666,300 at 4% or $444,200 at 6%; with 50% employer match about $444,200 at 4% or $296,133 at 6%; with 100% employer match about $333,150 at 4% or $222,100 at 6%.
Patrick K. Thein, M.D. Inc. Retirement Plan-2$22,000$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.