Civic Intelligence

Robert R Beltran MD Inc

Plan context: ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 33-0136477 • Irvine, CA • 15 filings • 4 plans

3500 Barranca Pkwy. Ste.110Irvine, CA 92606
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$2,393,823

2013 Contributions

$477,394

Historical Graphs

Total Assets Over Time

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

$2,393,823$1,196,912$0199920042012YearValue
$2,393,823Latest year 2012

Participants Over Time

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

840199920042012YearValue
8Latest year 2012

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
201310$0$0-
ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
201218$2,393,823$0-
ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-8$2,393,823$0-
201118$2,334,319$477,394$59,674iApproximate average salary by contribution assumption: employee only about $1,491,856 at 4% or $994,571 at 6%; with 50% employer match about $994,571 at 4% or $663,047 at 6%; with 100% employer match about $745,928 at 4% or $497,285 at 6%.
ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-8$2,334,319$477,394$59,674iApproximate average salary by contribution assumption: employee only about $1,491,856 at 4% or $994,571 at 6%; with 50% employer match about $994,571 at 4% or $663,047 at 6%; with 100% employer match about $745,928 at 4% or $497,285 at 6%.
201018$1,920,955$0-
ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-8$1,920,955$0-
200926$1,806,420$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
ROBERT R. BELTRAN, M.D., INC. DEFINED BENEFIT PENSION PLAN-6$1,806,420$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-0---
200416$698,994$0-
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-6$698,994--
200316$669,430$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-6$669,430$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
200224$666,611$0-
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-4$666,611--
Robert R Beltran MD Inc Money Purchase Pension Plan Trust-0---
200124$0$0-
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-4---
Robert R Beltran MD Inc Money Purchase Pension Plan Trust-4---
200024$821,360$55,871$13,968iApproximate average salary by contribution assumption: employee only about $349,194 at 4% or $232,796 at 6%; with 50% employer match about $232,796 at 4% or $155,197 at 6%; with 100% employer match about $174,597 at 4% or $116,398 at 6%.
Robert R Beltran MD Inc Money Purchase Pension Plan Trust-4$464,507$27,348$6,837iApproximate average salary by contribution assumption: employee only about $170,925 at 4% or $113,950 at 6%; with 50% employer match about $113,950 at 4% or $75,967 at 6%; with 100% employer match about $85,463 at 4% or $56,975 at 6%.
Robert R. Beltran, M.D. Inc. Profit Sharing Plan Trust-4$356,853$28,523$7,131iApproximate average salary by contribution assumption: employee only about $178,269 at 4% or $118,846 at 6%; with 50% employer match about $118,846 at 4% or $79,231 at 6%; with 100% employer match about $89,134 at 4% or $59,423 at 6%.
199914$501,544$21,033$5,258iApproximate average salary by contribution assumption: employee only about $131,456 at 4% or $87,638 at 6%; with 50% employer match about $87,638 at 4% or $58,425 at 6%; with 100% employer match about $65,728 at 4% or $43,819 at 6%.
Robert R Beltran MD Inc Money Purchase Pension Plan Trust-4$501,544$21,033$5,258iApproximate average salary by contribution assumption: employee only about $131,456 at 4% or $87,638 at 6%; with 50% employer match about $87,638 at 4% or $58,425 at 6%; with 100% employer match about $65,728 at 4% or $43,819 at 6%.