Civic Intelligence

Roger Espinosa, M.D. LLC

Plan context: Roger Espinosa, M.D. LLC Profit Sharing Plan

EIN 32-0274395 • Mentor, OH • 10 filings • 2 plans

9500 Mentor Ave. #240Mentor, OH 44060
Current Snapshot

Latest Year

2017

2017 Participants

13

2017 Assets

$2,029,989

2017 Contributions

$27,000

Historical Graphs

Total Assets Over Time

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

$2,029,989$1,014,995$0201320152016YearValue
$2,029,989Latest year 2016

Participants Over Time

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

1680201320152016YearValue
13Latest 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$27,000-
Roger Espinosa, M.D. LLC Cash Balance Plan-0$0--
Roger Espinosa, M.D. LLC Profit Sharing Plan-0$0$27,000-
2016213$2,029,989$19,109$1,470iApproximate average salary by contribution assumption: employee only about $36,748 at 4% or $24,499 at 6%; with 50% employer match about $24,499 at 4% or $16,332 at 6%; with 100% employer match about $18,374 at 4% or $12,249 at 6%.
Roger Espinosa, M.D. LLC Cash Balance Plan-9$1,921,930--
Roger Espinosa, M.D. LLC Profit Sharing Plan-13$108,059$19,109$1,470iApproximate average salary by contribution assumption: employee only about $36,748 at 4% or $24,499 at 6%; with 50% employer match about $24,499 at 4% or $16,332 at 6%; with 100% employer match about $18,374 at 4% or $12,249 at 6%.
2015211$2,016,850$388,834$35,349iApproximate average salary by contribution assumption: employee only about $883,714 at 4% or $589,142 at 6%; with 50% employer match about $589,142 at 4% or $392,762 at 6%; with 100% employer match about $441,857 at 4% or $294,571 at 6%.
Roger Espinosa, M.D. LLC Cash Balance Plan-8$1,939,342$365,112$45,639iApproximate average salary by contribution assumption: employee only about $1,140,975 at 4% or $760,650 at 6%; with 50% employer match about $760,650 at 4% or $507,100 at 6%; with 100% employer match about $570,488 at 4% or $380,325 at 6%.
Roger Espinosa, M.D. LLC Profit Sharing Plan-11$77,508$23,722$2,157iApproximate average salary by contribution assumption: employee only about $53,914 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,962 at 6%; with 100% employer match about $26,957 at 4% or $17,971 at 6%.
201429$1,573,324$483,873$53,764iApproximate average salary by contribution assumption: employee only about $1,344,092 at 4% or $896,061 at 6%; with 50% employer match about $896,061 at 4% or $597,374 at 6%; with 100% employer match about $672,046 at 4% or $448,031 at 6%.
Roger Espinosa, M.D. LLC Cash Balance Plan-8$1,519,311$462,960$57,870iApproximate average salary by contribution assumption: employee only about $1,446,750 at 4% or $964,500 at 6%; with 50% employer match about $964,500 at 4% or $643,000 at 6%; with 100% employer match about $723,375 at 4% or $482,250 at 6%.
Roger Espinosa, M.D. LLC Profit Sharing Plan-9$54,013$20,913$2,324iApproximate average salary by contribution assumption: employee only about $58,092 at 4% or $38,728 at 6%; with 50% employer match about $38,728 at 4% or $25,819 at 6%; with 100% employer match about $29,046 at 4% or $19,364 at 6%.
2013216$1,136,492$393,886$24,618iApproximate average salary by contribution assumption: employee only about $615,447 at 4% or $410,298 at 6%; with 50% employer match about $410,298 at 4% or $273,532 at 6%; with 100% employer match about $307,723 at 4% or $205,149 at 6%.
Roger Espinosa, M.D. LLC Cash Balance Plan-8$1,104,355$377,087$47,136iApproximate average salary by contribution assumption: employee only about $1,178,397 at 4% or $785,598 at 6%; with 50% employer match about $785,598 at 4% or $523,732 at 6%; with 100% employer match about $589,198 at 4% or $392,799 at 6%.
Roger Espinosa, M.D. LLC Profit Sharing Plan-16$32,137$16,799$1,050iApproximate average salary by contribution assumption: employee only about $26,248 at 4% or $17,499 at 6%; with 50% employer match about $17,499 at 4% or $11,666 at 6%; with 100% employer match about $13,124 at 4% or $8,749 at 6%.