Civic Intelligence

Robert M. Wald, Jr., M.D. Inc.

Plan context: Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan

EIN 33-0179097 • Fullerton, CA • 26 filings • 1 plans

100 E. Valencia Mesa Dr., Suite 300Fullerton, CA 92835
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,455,702

2024 Contributions

$35,609

Historical Graphs

Total Assets Over Time

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

$2,461,424$1,230,712$0199920132024YearValue
$2,455,702Latest year 2024

Participants Over Time

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

630199920122024YearValue
4Latest 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
202414$2,455,702$35,609$8,902iApproximate average salary by contribution assumption: employee only about $222,556 at 4% or $148,371 at 6%; with 50% employer match about $148,371 at 4% or $98,914 at 6%; with 100% employer match about $111,278 at 4% or $74,185 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$2,455,702$35,609$8,902iApproximate average salary by contribution assumption: employee only about $222,556 at 4% or $148,371 at 6%; with 50% employer match about $148,371 at 4% or $98,914 at 6%; with 100% employer match about $111,278 at 4% or $74,185 at 6%.
202313$2,159,136$18,497$6,166iApproximate average salary by contribution assumption: employee only about $154,142 at 4% or $102,761 at 6%; with 50% employer match about $102,761 at 4% or $68,507 at 6%; with 100% employer match about $77,071 at 4% or $51,381 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-3$2,159,136$18,497$6,166iApproximate average salary by contribution assumption: employee only about $154,142 at 4% or $102,761 at 6%; with 50% employer match about $102,761 at 4% or $68,507 at 6%; with 100% employer match about $77,071 at 4% or $51,381 at 6%.
202213$1,905,887$0-
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-3$1,905,887$0-
202114$2,461,424$57,356$14,339iApproximate average salary by contribution assumption: employee only about $358,475 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,238 at 4% or $119,492 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$2,461,424$57,356$14,339iApproximate average salary by contribution assumption: employee only about $358,475 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,238 at 4% or $119,492 at 6%.
202014$2,100,542$49,351$12,338iApproximate average salary by contribution assumption: employee only about $308,444 at 4% or $205,629 at 6%; with 50% employer match about $205,629 at 4% or $137,086 at 6%; with 100% employer match about $154,222 at 4% or $102,815 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$2,100,542$49,351$12,338iApproximate average salary by contribution assumption: employee only about $308,444 at 4% or $205,629 at 6%; with 50% employer match about $205,629 at 4% or $137,086 at 6%; with 100% employer match about $154,222 at 4% or $102,815 at 6%.
201914$1,694,765$53,752$13,438iApproximate average salary by contribution assumption: employee only about $335,950 at 4% or $223,967 at 6%; with 50% employer match about $223,967 at 4% or $149,311 at 6%; with 100% employer match about $167,975 at 4% or $111,983 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$1,694,765$53,752$13,438iApproximate average salary by contribution assumption: employee only about $335,950 at 4% or $223,967 at 6%; with 50% employer match about $223,967 at 4% or $149,311 at 6%; with 100% employer match about $167,975 at 4% or $111,983 at 6%.
201814$1,304,333$65,827$16,457iApproximate average salary by contribution assumption: employee only about $411,419 at 4% or $274,279 at 6%; with 50% employer match about $274,279 at 4% or $182,853 at 6%; with 100% employer match about $205,709 at 4% or $137,140 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$1,304,333$65,827$16,457iApproximate average salary by contribution assumption: employee only about $411,419 at 4% or $274,279 at 6%; with 50% employer match about $274,279 at 4% or $182,853 at 6%; with 100% employer match about $205,709 at 4% or $137,140 at 6%.
201714$1,353,641$63,709$15,927iApproximate average salary by contribution assumption: employee only about $398,181 at 4% or $265,454 at 6%; with 50% employer match about $265,454 at 4% or $176,969 at 6%; with 100% employer match about $199,091 at 4% or $132,727 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$1,353,641$63,709$15,927iApproximate average salary by contribution assumption: employee only about $398,181 at 4% or $265,454 at 6%; with 50% employer match about $265,454 at 4% or $176,969 at 6%; with 100% employer match about $199,091 at 4% or $132,727 at 6%.
201614$1,073,017$60,509$15,127iApproximate average salary by contribution assumption: employee only about $378,181 at 4% or $252,121 at 6%; with 50% employer match about $252,121 at 4% or $168,081 at 6%; with 100% employer match about $189,091 at 4% or $126,060 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$1,073,017$60,509$15,127iApproximate average salary by contribution assumption: employee only about $378,181 at 4% or $252,121 at 6%; with 50% employer match about $252,121 at 4% or $168,081 at 6%; with 100% employer match about $189,091 at 4% or $126,060 at 6%.
201514$952,299$59,983$14,996iApproximate average salary by contribution assumption: employee only about $374,894 at 4% or $249,929 at 6%; with 50% employer match about $249,929 at 4% or $166,619 at 6%; with 100% employer match about $187,447 at 4% or $124,965 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$952,299$59,983$14,996iApproximate average salary by contribution assumption: employee only about $374,894 at 4% or $249,929 at 6%; with 50% employer match about $249,929 at 4% or $166,619 at 6%; with 100% employer match about $187,447 at 4% or $124,965 at 6%.
201415$1,061,417$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5$1,061,417$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201314$993,424$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$993,424$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201214$877,516$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$877,516$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201115$787,803$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5$787,803$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
201015$804,246$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5$804,246$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200915$674,986$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5$674,986$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200815$0$0-
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5---
200714$666,830$42,850$10,713iApproximate average salary by contribution assumption: employee only about $267,813 at 4% or $178,542 at 6%; with 50% employer match about $178,542 at 4% or $119,028 at 6%; with 100% employer match about $133,906 at 4% or $89,271 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$666,830$42,850$10,713iApproximate average salary by contribution assumption: employee only about $267,813 at 4% or $178,542 at 6%; with 50% employer match about $178,542 at 4% or $119,028 at 6%; with 100% employer match about $133,906 at 4% or $89,271 at 6%.
200614$576,884$47,753$11,938iApproximate average salary by contribution assumption: employee only about $298,456 at 4% or $198,971 at 6%; with 50% employer match about $198,971 at 4% or $132,647 at 6%; with 100% employer match about $149,228 at 4% or $99,485 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$576,884$47,753$11,938iApproximate average salary by contribution assumption: employee only about $298,456 at 4% or $198,971 at 6%; with 50% employer match about $198,971 at 4% or $132,647 at 6%; with 100% employer match about $149,228 at 4% or $99,485 at 6%.
200514$496,186$48,600$12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$496,186$48,600$12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%.
200416$416,303$39,275$6,546iApproximate average salary by contribution assumption: employee only about $163,646 at 4% or $109,097 at 6%; with 50% employer match about $109,097 at 4% or $72,731 at 6%; with 100% employer match about $81,823 at 4% or $54,549 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-6$416,303$39,275$6,546iApproximate average salary by contribution assumption: employee only about $163,646 at 4% or $109,097 at 6%; with 50% employer match about $109,097 at 4% or $72,731 at 6%; with 100% employer match about $81,823 at 4% or $54,549 at 6%.
200314$339,668$57,013$14,253iApproximate average salary by contribution assumption: employee only about $356,331 at 4% or $237,554 at 6%; with 50% employer match about $237,554 at 4% or $158,369 at 6%; with 100% employer match about $178,166 at 4% or $118,777 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4$339,668$57,013$14,253iApproximate average salary by contribution assumption: employee only about $356,331 at 4% or $237,554 at 6%; with 50% employer match about $237,554 at 4% or $158,369 at 6%; with 100% employer match about $178,166 at 4% or $118,777 at 6%.
200215$228,362$61,819$12,364iApproximate average salary by contribution assumption: employee only about $309,095 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,376 at 6%; with 100% employer match about $154,548 at 4% or $103,032 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-5$228,362$61,819$12,364iApproximate average salary by contribution assumption: employee only about $309,095 at 4% or $206,063 at 6%; with 50% employer match about $206,063 at 4% or $137,376 at 6%; with 100% employer match about $154,548 at 4% or $103,032 at 6%.
200114$0$0-
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4---
200014$0$0-
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-4---
199916$183,269$46,700$7,783iApproximate average salary by contribution assumption: employee only about $194,583 at 4% or $129,722 at 6%; with 50% employer match about $129,722 at 4% or $86,481 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
Robert M. Wald, Jr., M.D. Inc. Profit Sharing Plan-6$183,269$46,700$7,783iApproximate average salary by contribution assumption: employee only about $194,583 at 4% or $129,722 at 6%; with 50% employer match about $129,722 at 4% or $86,481 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.