Civic Intelligence

Kathryn a. Ross, MD Inc.

Plan context: KATHRYN A ROSS MD 401(K) PROFIT SHARING PLAN & TRUST

EIN 33-0499367 • Newport Beach, CA • 29 filings • 10 plans

901 Dover Dr Ste 130Newport Beach, CA 92660-5514
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$705

2016 Contributions

$57

Historical Graphs

Total Assets Over Time

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

$1,597,662$798,831$0199920062015YearValue
$705Latest year 2015

Participants Over Time

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

950199920052015YearValue
3Latest year 2015

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
201610$0$57-
KATHRYN A ROSS MD 401(K) PROFIT SHARING PLAN & TRUST-0$0$57-
201513$705$713$238iApproximate average salary by contribution assumption: employee only about $5,942 at 4% or $3,961 at 6%; with 50% employer match about $3,961 at 4% or $2,641 at 6%; with 100% employer match about $2,971 at 4% or $1,981 at 6%.
KATHRYN A ROSS MD 401 K PROFIT SHARING PLAN TRUST-3$705$713$238iApproximate average salary by contribution assumption: employee only about $5,942 at 4% or $3,961 at 6%; with 50% employer match about $3,961 at 4% or $2,641 at 6%; with 100% employer match about $2,971 at 4% or $1,981 at 6%.
201410$0$0-
KATHRYN ROSS, M.D., INC. 401(K) PLAN-0$0--
201310$0$0-
KATHRYN ROSS, M.D., INC. 401(K) PLAN-0$0$0-
201110$0$40,000-
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-0$0$40,000-
201028$1,597,662$343,665$42,958iApproximate average salary by contribution assumption: employee only about $1,073,953 at 4% or $715,969 at 6%; with 50% employer match about $715,969 at 4% or $477,313 at 6%; with 100% employer match about $536,977 at 4% or $357,984 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-6$999,006$277,033$46,172iApproximate average salary by contribution assumption: employee only about $1,154,304 at 4% or $769,536 at 6%; with 50% employer match about $769,536 at 4% or $513,024 at 6%; with 100% employer match about $577,152 at 4% or $384,768 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-8$598,656$66,632$8,329iApproximate average salary by contribution assumption: employee only about $208,225 at 4% or $138,817 at 6%; with 50% employer match about $138,817 at 4% or $92,544 at 6%; with 100% employer match about $104,113 at 4% or $69,408 at 6%.
200929$1,349,361$140,535$15,615iApproximate average salary by contribution assumption: employee only about $390,375 at 4% or $260,250 at 6%; with 50% employer match about $260,250 at 4% or $173,500 at 6%; with 100% employer match about $195,188 at 4% or $130,125 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-9$683,418$70,535$7,837iApproximate average salary by contribution assumption: employee only about $195,931 at 4% or $130,620 at 6%; with 50% employer match about $130,620 at 4% or $87,080 at 6%; with 100% employer match about $97,965 at 4% or $65,310 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-8$665,943$70,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200827$1,110,911$114,040$16,291iApproximate average salary by contribution assumption: employee only about $407,286 at 4% or $271,524 at 6%; with 50% employer match about $271,524 at 4% or $181,016 at 6%; with 100% employer match about $203,643 at 4% or $135,762 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-7$584,297$64,040$9,149iApproximate average salary by contribution assumption: employee only about $228,714 at 4% or $152,476 at 6%; with 50% employer match about $152,476 at 4% or $101,651 at 6%; with 100% employer match about $114,357 at 4% or $76,238 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-5$526,614$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%.
200726$0$0-
Kathryn a. Ross, MD Inc. Profit Sharing Plan-6---
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3---
200626$1,001,769$140,987$23,498iApproximate average salary by contribution assumption: employee only about $587,446 at 4% or $391,631 at 6%; with 50% employer match about $391,631 at 4% or $261,087 at 6%; with 100% employer match about $293,723 at 4% or $195,815 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-6$519,938$60,987$10,165iApproximate average salary by contribution assumption: employee only about $254,113 at 4% or $169,408 at 6%; with 50% employer match about $169,408 at 4% or $112,939 at 6%; with 100% employer match about $127,056 at 4% or $84,704 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3$481,831$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200527$787,665$143,182$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,910 at 6%; with 50% employer match about $340,910 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-7$420,327$66,265$9,466iApproximate average salary by contribution assumption: employee only about $236,661 at 4% or $157,774 at 6%; with 50% employer match about $157,774 at 4% or $105,183 at 6%; with 100% employer match about $118,330 at 4% or $78,887 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3$367,338$76,917$25,639iApproximate average salary by contribution assumption: employee only about $640,975 at 4% or $427,317 at 6%; with 50% employer match about $427,317 at 4% or $284,878 at 6%; with 100% employer match about $320,488 at 4% or $213,658 at 6%.
200427$549,529$121,622$17,375iApproximate average salary by contribution assumption: employee only about $434,364 at 4% or $289,576 at 6%; with 50% employer match about $289,576 at 4% or $193,051 at 6%; with 100% employer match about $217,182 at 4% or $144,788 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-7$343,546$56,506$8,072iApproximate average salary by contribution assumption: employee only about $201,807 at 4% or $134,538 at 6%; with 50% employer match about $134,538 at 4% or $89,692 at 6%; with 100% employer match about $100,904 at 4% or $67,269 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-4$205,983$65,116$16,279iApproximate average salary by contribution assumption: employee only about $406,975 at 4% or $271,317 at 6%; with 50% employer match about $271,317 at 4% or $180,878 at 6%; with 100% employer match about $203,488 at 4% or $135,658 at 6%.
200324$358,813$124,810$31,203iApproximate average salary by contribution assumption: employee only about $780,063 at 4% or $520,042 at 6%; with 50% employer match about $520,042 at 4% or $346,694 at 6%; with 100% employer match about $390,031 at 4% or $260,021 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-4$213,111$55,670$13,918iApproximate average salary by contribution assumption: employee only about $347,938 at 4% or $231,958 at 6%; with 50% employer match about $231,958 at 4% or $154,639 at 6%; with 100% employer match about $173,969 at 4% or $115,979 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3$145,702$69,140$23,047iApproximate average salary by contribution assumption: employee only about $576,167 at 4% or $384,111 at 6%; with 50% employer match about $384,111 at 4% or $256,074 at 6%; with 100% employer match about $288,083 at 4% or $192,056 at 6%.
200226$79,825$12,952$2,159iApproximate average salary by contribution assumption: employee only about $53,967 at 4% or $35,978 at 6%; with 50% employer match about $35,978 at 4% or $23,985 at 6%; with 100% employer match about $26,983 at 4% or $17,989 at 6%.
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-6$79,825$12,952$2,159iApproximate average salary by contribution assumption: employee only about $53,967 at 4% or $35,978 at 6%; with 50% employer match about $35,978 at 4% or $23,985 at 6%; with 100% employer match about $26,983 at 4% or $17,989 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-5---
200123$0$0-
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3---
Kathryn a. Ross, MD Inc. Profit Sharing Plan-2---
200025$0$0-
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-3---
Kathryn a. Ross, MD Inc. Profit Sharing Plan-5---
199925$683,032$135,240$27,048iApproximate average salary by contribution assumption: employee only about $676,200 at 4% or $450,800 at 6%; with 50% employer match about $450,800 at 4% or $300,533 at 6%; with 100% employer match about $338,100 at 4% or $225,400 at 6%.
Kathryn a. Ross, MD Inc. Profit Sharing Plan-5$547,269--
Kathryn a. Ross, MD Inc. Defined Benefit Pension Plan-5$135,763$135,240$27,048iApproximate average salary by contribution assumption: employee only about $676,200 at 4% or $450,800 at 6%; with 50% employer match about $450,800 at 4% or $300,533 at 6%; with 100% employer match about $338,100 at 4% or $225,400 at 6%.