Civic Intelligence

Michael Tran, MD

Plan context: Michael Tran, MD 401(K) Profit Sharing Plan and Trust

EIN 30-0110643 • Santa Rosa, CA • 20 filings • 5 plans

2463 Summerfield RoadSanta Rosa, CA 95405
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,841,463

2024 Contributions

$120,102

Historical Graphs

Total Assets Over Time

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

$2,841,463$1,420,732$0200420152024YearValue
$2,841,463Latest year 2024

Participants Over Time

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

1160200420142024YearValue
8Latest 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
202418$2,841,463$120,102$15,013iApproximate average salary by contribution assumption: employee only about $375,319 at 4% or $250,213 at 6%; with 50% employer match about $250,213 at 4% or $166,808 at 6%; with 100% employer match about $187,659 at 4% or $125,106 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-8$2,841,463$120,102$15,013iApproximate average salary by contribution assumption: employee only about $375,319 at 4% or $250,213 at 6%; with 50% employer match about $250,213 at 4% or $166,808 at 6%; with 100% employer match about $187,659 at 4% or $125,106 at 6%.
202219$1,893,394$94,141$10,460iApproximate average salary by contribution assumption: employee only about $261,503 at 4% or $174,335 at 6%; with 50% employer match about $174,335 at 4% or $116,223 at 6%; with 100% employer match about $130,751 at 4% or $87,168 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$1,893,394$94,141$10,460iApproximate average salary by contribution assumption: employee only about $261,503 at 4% or $174,335 at 6%; with 50% employer match about $174,335 at 4% or $116,223 at 6%; with 100% employer match about $130,751 at 4% or $87,168 at 6%.
2021111$2,286,868$91,450$8,314iApproximate average salary by contribution assumption: employee only about $207,841 at 4% or $138,561 at 6%; with 50% employer match about $138,561 at 4% or $92,374 at 6%; with 100% employer match about $103,920 at 4% or $69,280 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-11$2,286,868$91,450$8,314iApproximate average salary by contribution assumption: employee only about $207,841 at 4% or $138,561 at 6%; with 50% employer match about $138,561 at 4% or $92,374 at 6%; with 100% employer match about $103,920 at 4% or $69,280 at 6%.
2020111$1,826,697$81,738$7,431iApproximate average salary by contribution assumption: employee only about $185,768 at 4% or $123,845 at 6%; with 50% employer match about $123,845 at 4% or $82,564 at 6%; with 100% employer match about $92,884 at 4% or $61,923 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-11$1,826,697$81,738$7,431iApproximate average salary by contribution assumption: employee only about $185,768 at 4% or $123,845 at 6%; with 50% employer match about $123,845 at 4% or $82,564 at 6%; with 100% employer match about $92,884 at 4% or $61,923 at 6%.
201919$1,782,174$68,863$7,651iApproximate average salary by contribution assumption: employee only about $191,286 at 4% or $127,524 at 6%; with 50% employer match about $127,524 at 4% or $85,016 at 6%; with 100% employer match about $95,643 at 4% or $63,762 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$1,782,174$68,863$7,651iApproximate average salary by contribution assumption: employee only about $191,286 at 4% or $127,524 at 6%; with 50% employer match about $127,524 at 4% or $85,016 at 6%; with 100% employer match about $95,643 at 4% or $63,762 at 6%.
201819$1,356,314$36,782$4,087iApproximate average salary by contribution assumption: employee only about $102,172 at 4% or $68,115 at 6%; with 50% employer match about $68,115 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,057 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$1,356,314$36,782$4,087iApproximate average salary by contribution assumption: employee only about $102,172 at 4% or $68,115 at 6%; with 50% employer match about $68,115 at 4% or $45,410 at 6%; with 100% employer match about $51,086 at 4% or $34,057 at 6%.
201719$1,455,905$53,948$5,994iApproximate average salary by contribution assumption: employee only about $149,856 at 4% or $99,904 at 6%; with 50% employer match about $99,904 at 4% or $66,602 at 6%; with 100% employer match about $74,928 at 4% or $49,952 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$1,455,905$53,948$5,994iApproximate average salary by contribution assumption: employee only about $149,856 at 4% or $99,904 at 6%; with 50% employer match about $99,904 at 4% or $66,602 at 6%; with 100% employer match about $74,928 at 4% or $49,952 at 6%.
201618$1,291,921$110,836$13,855iApproximate average salary by contribution assumption: employee only about $346,363 at 4% or $230,908 at 6%; with 50% employer match about $230,908 at 4% or $153,939 at 6%; with 100% employer match about $173,181 at 4% or $115,454 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-8$1,291,921$110,836$13,855iApproximate average salary by contribution assumption: employee only about $346,363 at 4% or $230,908 at 6%; with 50% employer match about $230,908 at 4% or $153,939 at 6%; with 100% employer match about $173,181 at 4% or $115,454 at 6%.
201518$1,082,430$128,946$16,118iApproximate average salary by contribution assumption: employee only about $402,956 at 4% or $268,638 at 6%; with 50% employer match about $268,638 at 4% or $179,092 at 6%; with 100% employer match about $201,478 at 4% or $134,319 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-8$1,082,430$128,946$16,118iApproximate average salary by contribution assumption: employee only about $402,956 at 4% or $268,638 at 6%; with 50% employer match about $268,638 at 4% or $179,092 at 6%; with 100% employer match about $201,478 at 4% or $134,319 at 6%.
201418$998,988$90,510$11,314iApproximate average salary by contribution assumption: employee only about $282,844 at 4% or $188,563 at 6%; with 50% employer match about $188,563 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-8$998,988$90,510$11,314iApproximate average salary by contribution assumption: employee only about $282,844 at 4% or $188,563 at 6%; with 50% employer match about $188,563 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%.
201319$836,096$102,368$11,374iApproximate average salary by contribution assumption: employee only about $284,356 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,178 at 4% or $94,785 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$836,096$102,368$11,374iApproximate average salary by contribution assumption: employee only about $284,356 at 4% or $189,570 at 6%; with 50% employer match about $189,570 at 4% or $126,380 at 6%; with 100% employer match about $142,178 at 4% or $94,785 at 6%.
201219$657,500$73,236$8,137iApproximate average salary by contribution assumption: employee only about $203,433 at 4% or $135,622 at 6%; with 50% employer match about $135,622 at 4% or $90,415 at 6%; with 100% employer match about $101,717 at 4% or $67,811 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-9$657,500$73,236$8,137iApproximate average salary by contribution assumption: employee only about $203,433 at 4% or $135,622 at 6%; with 50% employer match about $135,622 at 4% or $90,415 at 6%; with 100% employer match about $101,717 at 4% or $67,811 at 6%.
201117$529,896$15,092$2,156iApproximate average salary by contribution assumption: employee only about $53,900 at 4% or $35,933 at 6%; with 50% employer match about $35,933 at 4% or $23,956 at 6%; with 100% employer match about $26,950 at 4% or $17,967 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-7$529,896$15,092$2,156iApproximate average salary by contribution assumption: employee only about $53,900 at 4% or $35,933 at 6%; with 50% employer match about $35,933 at 4% or $23,956 at 6%; with 100% employer match about $26,950 at 4% or $17,967 at 6%.
201017$562,411$80,675$11,525iApproximate average salary by contribution assumption: employee only about $288,125 at 4% or $192,083 at 6%; with 50% employer match about $192,083 at 4% or $128,056 at 6%; with 100% employer match about $144,063 at 4% or $96,042 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-7$562,411$80,675$11,525iApproximate average salary by contribution assumption: employee only about $288,125 at 4% or $192,083 at 6%; with 50% employer match about $192,083 at 4% or $128,056 at 6%; with 100% employer match about $144,063 at 4% or $96,042 at 6%.
200915$410,522$75,082$15,016iApproximate average salary by contribution assumption: employee only about $375,410 at 4% or $250,273 at 6%; with 50% employer match about $250,273 at 4% or $166,849 at 6%; with 100% employer match about $187,705 at 4% or $125,137 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-5$410,522$75,082$15,016iApproximate average salary by contribution assumption: employee only about $375,410 at 4% or $250,273 at 6%; with 50% employer match about $250,273 at 4% or $166,849 at 6%; with 100% employer match about $187,705 at 4% or $125,137 at 6%.
200814$0$0-
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-4---
200714$0$0-
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-4---
200614$214,402$65,383$16,346iApproximate average salary by contribution assumption: employee only about $408,644 at 4% or $272,429 at 6%; with 50% employer match about $272,429 at 4% or $181,619 at 6%; with 100% employer match about $204,322 at 4% or $136,215 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-4$214,402$65,383$16,346iApproximate average salary by contribution assumption: employee only about $408,644 at 4% or $272,429 at 6%; with 50% employer match about $272,429 at 4% or $181,619 at 6%; with 100% employer match about $204,322 at 4% or $136,215 at 6%.
200514$128,657$70,583$17,646iApproximate average salary by contribution assumption: employee only about $441,144 at 4% or $294,096 at 6%; with 50% employer match about $294,096 at 4% or $196,064 at 6%; with 100% employer match about $220,572 at 4% or $147,048 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-4$128,657$70,583$17,646iApproximate average salary by contribution assumption: employee only about $441,144 at 4% or $294,096 at 6%; with 50% employer match about $294,096 at 4% or $196,064 at 6%; with 100% employer match about $220,572 at 4% or $147,048 at 6%.
200413$49,943$47,781$15,927iApproximate average salary by contribution assumption: employee only about $398,175 at 4% or $265,450 at 6%; with 50% employer match about $265,450 at 4% or $176,967 at 6%; with 100% employer match about $199,088 at 4% or $132,725 at 6%.
Michael Tran, MD 401(K) Profit Sharing Plan and Trust-3$49,943$47,781$15,927iApproximate average salary by contribution assumption: employee only about $398,175 at 4% or $265,450 at 6%; with 50% employer match about $265,450 at 4% or $176,967 at 6%; with 100% employer match about $199,088 at 4% or $132,725 at 6%.