Civic Intelligence

Thomas R. Powell, M.D.

Plan context: Thomas R. Powell, M.D. Profit Sharing Plan

EIN 33-0013519 • Laguna Beach, CA • 18 filings • 2 plans

2500 Monaco DriveLaguna Beach, CA 92651
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$296,801

2017 Contributions

$58,914

Historical Graphs

Total Assets Over Time

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

$2,252,179$1,126,090$0200120092016YearValue
$296,801Latest year 2016

Participants Over Time

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

420200120092016YearValue
3Latest 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
201710$0$0-
Thomas R. Powell, M.D. Profit Sharing Plan-0$0$0-
201613$296,801$58,914$19,638iApproximate average salary by contribution assumption: employee only about $490,950 at 4% or $327,300 at 6%; with 50% employer match about $327,300 at 4% or $218,200 at 6%; with 100% employer match about $245,475 at 4% or $163,650 at 6%.
Thomas R. Powell, M.D. Profit Sharing Plan-3$296,801$58,914$19,638iApproximate average salary by contribution assumption: employee only about $490,950 at 4% or $327,300 at 6%; with 50% employer match about $327,300 at 4% or $218,200 at 6%; with 100% employer match about $245,475 at 4% or $163,650 at 6%.
201513$227,994$58,552$19,517iApproximate average salary by contribution assumption: employee only about $487,933 at 4% or $325,289 at 6%; with 50% employer match about $325,289 at 4% or $216,859 at 6%; with 100% employer match about $243,967 at 4% or $162,644 at 6%.
Thomas R. Powell, M.D. Profit Sharing Plan-3$227,994$58,552$19,517iApproximate average salary by contribution assumption: employee only about $487,933 at 4% or $325,289 at 6%; with 50% employer match about $325,289 at 4% or $216,859 at 6%; with 100% employer match about $243,967 at 4% or $162,644 at 6%.
201413$177,879$57,523$19,174iApproximate average salary by contribution assumption: employee only about $479,358 at 4% or $319,572 at 6%; with 50% employer match about $319,572 at 4% or $213,048 at 6%; with 100% employer match about $239,679 at 4% or $159,786 at 6%.
Thomas R. Powell, M.D. Profit Sharing Plan-3$177,879$57,523$19,174iApproximate average salary by contribution assumption: employee only about $479,358 at 4% or $319,572 at 6%; with 50% employer match about $319,572 at 4% or $213,048 at 6%; with 100% employer match about $239,679 at 4% or $159,786 at 6%.
201313$115,604$56,412$18,804iApproximate average salary by contribution assumption: employee only about $470,100 at 4% or $313,400 at 6%; with 50% employer match about $313,400 at 4% or $208,933 at 6%; with 100% employer match about $235,050 at 4% or $156,700 at 6%.
Thomas R. Powell, M.D. Profit Sharing Plan-3$115,604$56,412$18,804iApproximate average salary by contribution assumption: employee only about $470,100 at 4% or $313,400 at 6%; with 50% employer match about $313,400 at 4% or $208,933 at 6%; with 100% employer match about $235,050 at 4% or $156,700 at 6%.
201223$55,402$55,402$18,467iApproximate average salary by contribution assumption: employee only about $461,683 at 4% or $307,789 at 6%; with 50% employer match about $307,789 at 4% or $205,193 at 6%; with 100% employer match about $230,842 at 4% or $153,894 at 6%.
Thomas R. Powell, M.D. Profit Sharing Plan-3$55,402$55,402$18,467iApproximate average salary by contribution assumption: employee only about $461,683 at 4% or $307,789 at 6%; with 50% employer match about $307,789 at 4% or $205,193 at 6%; with 100% employer match about $230,842 at 4% or $153,894 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-0$0$0-
201114$2,252,179$338,000$84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$2,252,179$338,000$84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%.
201014$1,930,757$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$1,930,757$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200914$1,624,771$250,500$62,625iApproximate average salary by contribution assumption: employee only about $1,565,625 at 4% or $1,043,750 at 6%; with 50% employer match about $1,043,750 at 4% or $695,833 at 6%; with 100% employer match about $782,813 at 4% or $521,875 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$1,624,771$250,500$62,625iApproximate average salary by contribution assumption: employee only about $1,565,625 at 4% or $1,043,750 at 6%; with 50% employer match about $1,043,750 at 4% or $695,833 at 6%; with 100% employer match about $782,813 at 4% or $521,875 at 6%.
200814$1,072,957$221,600$55,400iApproximate average salary by contribution assumption: employee only about $1,385,000 at 4% or $923,333 at 6%; with 50% employer match about $923,333 at 4% or $615,556 at 6%; with 100% employer match about $692,500 at 4% or $461,667 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$1,072,957$221,600$55,400iApproximate average salary by contribution assumption: employee only about $1,385,000 at 4% or $923,333 at 6%; with 50% employer match about $923,333 at 4% or $615,556 at 6%; with 100% employer match about $692,500 at 4% or $461,667 at 6%.
200714$1,248,724$176,804$44,201iApproximate average salary by contribution assumption: employee only about $1,105,025 at 4% or $736,683 at 6%; with 50% employer match about $736,683 at 4% or $491,122 at 6%; with 100% employer match about $552,513 at 4% or $368,342 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$1,248,724$176,804$44,201iApproximate average salary by contribution assumption: employee only about $1,105,025 at 4% or $736,683 at 6%; with 50% employer match about $736,683 at 4% or $491,122 at 6%; with 100% employer match about $552,513 at 4% or $368,342 at 6%.
200614$1,037,719$166,800$41,700iApproximate average salary by contribution assumption: employee only about $1,042,500 at 4% or $695,000 at 6%; with 50% employer match about $695,000 at 4% or $463,333 at 6%; with 100% employer match about $521,250 at 4% or $347,500 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$1,037,719$166,800$41,700iApproximate average salary by contribution assumption: employee only about $1,042,500 at 4% or $695,000 at 6%; with 50% employer match about $695,000 at 4% or $463,333 at 6%; with 100% employer match about $521,250 at 4% or $347,500 at 6%.
200514$813,073$161,777$40,444iApproximate average salary by contribution assumption: employee only about $1,011,106 at 4% or $674,071 at 6%; with 50% employer match about $674,071 at 4% or $449,381 at 6%; with 100% employer match about $505,553 at 4% or $337,035 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$813,073$161,777$40,444iApproximate average salary by contribution assumption: employee only about $1,011,106 at 4% or $674,071 at 6%; with 50% employer match about $674,071 at 4% or $449,381 at 6%; with 100% employer match about $505,553 at 4% or $337,035 at 6%.
200414$622,974$155,823$38,956iApproximate average salary by contribution assumption: employee only about $973,894 at 4% or $649,263 at 6%; with 50% employer match about $649,263 at 4% or $432,842 at 6%; with 100% employer match about $486,947 at 4% or $324,631 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$622,974$155,823$38,956iApproximate average salary by contribution assumption: employee only about $973,894 at 4% or $649,263 at 6%; with 50% employer match about $649,263 at 4% or $432,842 at 6%; with 100% employer match about $486,947 at 4% or $324,631 at 6%.
200313$433,681$148,542$49,514iApproximate average salary by contribution assumption: employee only about $1,237,850 at 4% or $825,233 at 6%; with 50% employer match about $825,233 at 4% or $550,156 at 6%; with 100% employer match about $618,925 at 4% or $412,617 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-3$433,681$148,542$49,514iApproximate average salary by contribution assumption: employee only about $1,237,850 at 4% or $825,233 at 6%; with 50% employer match about $825,233 at 4% or $550,156 at 6%; with 100% employer match about $618,925 at 4% or $412,617 at 6%.
200214$245,797$132,472$33,118iApproximate average salary by contribution assumption: employee only about $827,950 at 4% or $551,967 at 6%; with 50% employer match about $551,967 at 4% or $367,978 at 6%; with 100% employer match about $413,975 at 4% or $275,983 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-4$245,797$132,472$33,118iApproximate average salary by contribution assumption: employee only about $827,950 at 4% or $551,967 at 6%; with 50% employer match about $551,967 at 4% or $367,978 at 6%; with 100% employer match about $413,975 at 4% or $275,983 at 6%.
200113$125,468$125,468$41,823iApproximate average salary by contribution assumption: employee only about $1,045,567 at 4% or $697,044 at 6%; with 50% employer match about $697,044 at 4% or $464,696 at 6%; with 100% employer match about $522,783 at 4% or $348,522 at 6%.
Thomas R. Powell, M.D. Defined Benefit Pension Plan-3$125,468$125,468$41,823iApproximate average salary by contribution assumption: employee only about $1,045,567 at 4% or $697,044 at 6%; with 50% employer match about $697,044 at 4% or $464,696 at 6%; with 100% employer match about $522,783 at 4% or $348,522 at 6%.