Civic Intelligence

Steve G. Yoelin, M.D.

Plan context: Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan

EIN 32-0192021 • Santa Ana, CA • 15 filings • 2 plans

300 South Standard AvenueSanta Ana, CA 92701
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$1,597,700

2023 Contributions

$64,146

Historical Graphs

Total Assets Over Time

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

$1,597,700$798,850$0200920162023YearValue
$1,597,700Latest year 2023

Participants Over Time

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

1680200920162023YearValue
8Latest year 2023

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
202318$1,597,700$64,146$8,018iApproximate average salary by contribution assumption: employee only about $200,456 at 4% or $133,638 at 6%; with 50% employer match about $133,638 at 4% or $89,092 at 6%; with 100% employer match about $100,228 at 4% or $66,819 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-8$1,597,700$64,146$8,018iApproximate average salary by contribution assumption: employee only about $200,456 at 4% or $133,638 at 6%; with 50% employer match about $133,638 at 4% or $89,092 at 6%; with 100% employer match about $100,228 at 4% or $66,819 at 6%.
202219$1,494,439$179,362$19,929iApproximate average salary by contribution assumption: employee only about $498,228 at 4% or $332,152 at 6%; with 50% employer match about $332,152 at 4% or $221,435 at 6%; with 100% employer match about $249,114 at 4% or $166,076 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-9$1,494,439$179,362$19,929iApproximate average salary by contribution assumption: employee only about $498,228 at 4% or $332,152 at 6%; with 50% employer match about $332,152 at 4% or $221,435 at 6%; with 100% employer match about $249,114 at 4% or $166,076 at 6%.
2021111$1,410,824$80,033$7,276iApproximate average salary by contribution assumption: employee only about $181,893 at 4% or $121,262 at 6%; with 50% employer match about $121,262 at 4% or $80,841 at 6%; with 100% employer match about $90,947 at 4% or $60,631 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-11$1,410,824$80,033$7,276iApproximate average salary by contribution assumption: employee only about $181,893 at 4% or $121,262 at 6%; with 50% employer match about $121,262 at 4% or $80,841 at 6%; with 100% employer match about $90,947 at 4% or $60,631 at 6%.
202017$1,126,359$83,388$11,913iApproximate average salary by contribution assumption: employee only about $297,814 at 4% or $198,543 at 6%; with 50% employer match about $198,543 at 4% or $132,362 at 6%; with 100% employer match about $148,907 at 4% or $99,271 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-7$1,126,359$83,388$11,913iApproximate average salary by contribution assumption: employee only about $297,814 at 4% or $198,543 at 6%; with 50% employer match about $198,543 at 4% or $132,362 at 6%; with 100% employer match about $148,907 at 4% or $99,271 at 6%.
201918$1,046,604$80,237$10,030iApproximate average salary by contribution assumption: employee only about $250,741 at 4% or $167,160 at 6%; with 50% employer match about $167,160 at 4% or $111,440 at 6%; with 100% employer match about $125,370 at 4% or $83,580 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-8$1,046,604$80,237$10,030iApproximate average salary by contribution assumption: employee only about $250,741 at 4% or $167,160 at 6%; with 50% employer match about $167,160 at 4% or $111,440 at 6%; with 100% employer match about $125,370 at 4% or $83,580 at 6%.
201817$911,702$82,581$11,797iApproximate average salary by contribution assumption: employee only about $294,932 at 4% or $196,621 at 6%; with 50% employer match about $196,621 at 4% or $131,081 at 6%; with 100% employer match about $147,466 at 4% or $98,311 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-7$911,702$82,581$11,797iApproximate average salary by contribution assumption: employee only about $294,932 at 4% or $196,621 at 6%; with 50% employer match about $196,621 at 4% or $131,081 at 6%; with 100% employer match about $147,466 at 4% or $98,311 at 6%.
201719$830,563$99,275$11,031iApproximate average salary by contribution assumption: employee only about $275,764 at 4% or $183,843 at 6%; with 50% employer match about $183,843 at 4% or $122,562 at 6%; with 100% employer match about $137,882 at 4% or $91,921 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-9$830,563$99,275$11,031iApproximate average salary by contribution assumption: employee only about $275,764 at 4% or $183,843 at 6%; with 50% employer match about $183,843 at 4% or $122,562 at 6%; with 100% employer match about $137,882 at 4% or $91,921 at 6%.
201618$666,905$76,725$9,591iApproximate average salary by contribution assumption: employee only about $239,766 at 4% or $159,844 at 6%; with 50% employer match about $159,844 at 4% or $106,563 at 6%; with 100% employer match about $119,883 at 4% or $79,922 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-8$666,905$76,725$9,591iApproximate average salary by contribution assumption: employee only about $239,766 at 4% or $159,844 at 6%; with 50% employer match about $159,844 at 4% or $106,563 at 6%; with 100% employer match about $119,883 at 4% or $79,922 at 6%.
201516$577,466$75,829$12,638iApproximate average salary by contribution assumption: employee only about $315,954 at 4% or $210,636 at 6%; with 50% employer match about $210,636 at 4% or $140,424 at 6%; with 100% employer match about $157,977 at 4% or $105,318 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-6$577,466$75,829$12,638iApproximate average salary by contribution assumption: employee only about $315,954 at 4% or $210,636 at 6%; with 50% employer match about $210,636 at 4% or $140,424 at 6%; with 100% employer match about $157,977 at 4% or $105,318 at 6%.
201415$511,018$62,462$12,492iApproximate average salary by contribution assumption: employee only about $312,310 at 4% or $208,207 at 6%; with 50% employer match about $208,207 at 4% or $138,804 at 6%; with 100% employer match about $156,155 at 4% or $104,103 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-5$511,018$62,462$12,492iApproximate average salary by contribution assumption: employee only about $312,310 at 4% or $208,207 at 6%; with 50% employer match about $208,207 at 4% or $138,804 at 6%; with 100% employer match about $156,155 at 4% or $104,103 at 6%.
201315$419,458$83,828$16,766iApproximate average salary by contribution assumption: employee only about $419,140 at 4% or $279,427 at 6%; with 50% employer match about $279,427 at 4% or $186,284 at 6%; with 100% employer match about $209,570 at 4% or $139,713 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-5$419,458$83,828$16,766iApproximate average salary by contribution assumption: employee only about $419,140 at 4% or $279,427 at 6%; with 50% employer match about $279,427 at 4% or $186,284 at 6%; with 100% employer match about $209,570 at 4% or $139,713 at 6%.
201216$304,926$73,894$12,316iApproximate average salary by contribution assumption: employee only about $307,892 at 4% or $205,261 at 6%; with 50% employer match about $205,261 at 4% or $136,841 at 6%; with 100% employer match about $153,946 at 4% or $102,631 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-6$304,926$73,894$12,316iApproximate average salary by contribution assumption: employee only about $307,892 at 4% or $205,261 at 6%; with 50% employer match about $205,261 at 4% or $136,841 at 6%; with 100% employer match about $153,946 at 4% or $102,631 at 6%.
2011116$210,772$95,759$5,985iApproximate average salary by contribution assumption: employee only about $149,623 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,499 at 6%; with 100% employer match about $74,812 at 4% or $49,874 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-16$210,772$95,759$5,985iApproximate average salary by contribution assumption: employee only about $149,623 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,499 at 6%; with 100% employer match about $74,812 at 4% or $49,874 at 6%.
2010114$118,202$66,515$4,751iApproximate average salary by contribution assumption: employee only about $118,777 at 4% or $79,185 at 6%; with 50% employer match about $79,185 at 4% or $52,790 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-14$118,202$66,515$4,751iApproximate average salary by contribution assumption: employee only about $118,777 at 4% or $79,185 at 6%; with 50% employer match about $79,185 at 4% or $52,790 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.
200918$40,367$9,156$1,145iApproximate average salary by contribution assumption: employee only about $28,613 at 4% or $19,075 at 6%; with 50% employer match about $19,075 at 4% or $12,717 at 6%; with 100% employer match about $14,306 at 4% or $9,538 at 6%.
Steve G. Yoelin, M.D. 401(K) Profit Sharing Plan-8$40,367$9,156$1,145iApproximate average salary by contribution assumption: employee only about $28,613 at 4% or $19,075 at 6%; with 50% employer match about $19,075 at 4% or $12,717 at 6%; with 100% employer match about $14,306 at 4% or $9,538 at 6%.