Fidelity bond in place
No
Filing25863 Prospector CTApt. 212Menifee, CA 92584-2612
Mark a. Ramirez, M.D. Pension Plan
Mark a. Ramirez, M.D. • EIN 33-0532142 • Menifee, CA • Plan year 2000
Filing Insights
Participants
Down4 → 2
-2 • -50.00%
Assets
Up$87,184 → $95,456
$8,272 • 9.49%
Investment Management Fee
-
Admin expenses - • Total expenses $60
Filing Details
Context- Net investment result
- $8,272
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $32,809 | $0 | - |
| Mark a. Ramirez, M.D. Pension Plan | - | 3 | $32,809 | $0 | - |
| 2024 | 1 | 4 | $77,102 | $0 | - |
| Mark a. Ramirez, M.D. Pension Plan | - | 4 | $77,102 | $0 | - |
| 2023 | 1 | 4 | $71,567 | $0 | - |
| Mark a. Ramirez, M.D. Pension Plan | - | 4 | $71,567 | $0 | - |
| 2022 | 1 | 5 | $63,507 | $0 | - |
| Mark a. Ramirez, M.D. Pension Plan | - | 5 | $63,507 | $0 | - |
| 2020 | 1 | 6 | $89,998 | $38,039 | $6,340iApproximate average salary by contribution assumption: employee only about $158,496 at 4% or $105,664 at 6%; with 50% employer match about $105,664 at 4% or $70,443 at 6%; with 100% employer match about $79,248 at 4% or $52,832 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 6 | $89,998 | $38,039 | $6,340iApproximate average salary by contribution assumption: employee only about $158,496 at 4% or $105,664 at 6%; with 50% employer match about $105,664 at 4% or $70,443 at 6%; with 100% employer match about $79,248 at 4% or $52,832 at 6%. |
| 2015 | 1 | 9 | $592,297 | $78,146 | $8,683iApproximate average salary by contribution assumption: employee only about $217,072 at 4% or $144,715 at 6%; with 50% employer match about $144,715 at 4% or $96,477 at 6%; with 100% employer match about $108,536 at 4% or $72,357 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 9 | $592,297 | $78,146 | $8,683iApproximate average salary by contribution assumption: employee only about $217,072 at 4% or $144,715 at 6%; with 50% employer match about $144,715 at 4% or $96,477 at 6%; with 100% employer match about $108,536 at 4% or $72,357 at 6%. |
| 2014 | 1 | 9 | $551,331 | $72,264 | $8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 9 | $551,331 | $72,264 | $8,029iApproximate average salary by contribution assumption: employee only about $200,733 at 4% or $133,822 at 6%; with 50% employer match about $133,822 at 4% or $89,215 at 6%; with 100% employer match about $100,367 at 4% or $66,911 at 6%. |
| 2013 | 1 | 9 | $502,312 | $63,624 | $7,069iApproximate average salary by contribution assumption: employee only about $176,733 at 4% or $117,822 at 6%; with 50% employer match about $117,822 at 4% or $78,548 at 6%; with 100% employer match about $88,367 at 4% or $58,911 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 9 | $502,312 | $63,624 | $7,069iApproximate average salary by contribution assumption: employee only about $176,733 at 4% or $117,822 at 6%; with 50% employer match about $117,822 at 4% or $78,548 at 6%; with 100% employer match about $88,367 at 4% or $58,911 at 6%. |
| 2012 | 1 | 9 | $379,594 | $53,210 | $5,912iApproximate average salary by contribution assumption: employee only about $147,806 at 4% or $98,537 at 6%; with 50% employer match about $98,537 at 4% or $65,691 at 6%; with 100% employer match about $73,903 at 4% or $49,269 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 9 | $379,594 | $53,210 | $5,912iApproximate average salary by contribution assumption: employee only about $147,806 at 4% or $98,537 at 6%; with 50% employer match about $98,537 at 4% or $65,691 at 6%; with 100% employer match about $73,903 at 4% or $49,269 at 6%. |
| 2011 | 1 | 9 | $309,261 | $46,109 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,387 at 6%; with 50% employer match about $85,387 at 4% or $56,925 at 6%; with 100% employer match about $64,040 at 4% or $42,694 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 9 | $309,261 | $46,109 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,387 at 6%; with 50% employer match about $85,387 at 4% or $56,925 at 6%; with 100% employer match about $64,040 at 4% or $42,694 at 6%. |
| 2010 | 1 | 8 | $298,157 | $53,222 | $6,653iApproximate average salary by contribution assumption: employee only about $166,319 at 4% or $110,879 at 6%; with 50% employer match about $110,879 at 4% or $73,919 at 6%; with 100% employer match about $83,159 at 4% or $55,440 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 8 | $298,157 | $53,222 | $6,653iApproximate average salary by contribution assumption: employee only about $166,319 at 4% or $110,879 at 6%; with 50% employer match about $110,879 at 4% or $73,919 at 6%; with 100% employer match about $83,159 at 4% or $55,440 at 6%. |
| 2009 | 1 | 8 | $239,450 | $40,344 | $5,043iApproximate average salary by contribution assumption: employee only about $126,075 at 4% or $84,050 at 6%; with 50% employer match about $84,050 at 4% or $56,033 at 6%; with 100% employer match about $63,038 at 4% or $42,025 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 8 | $239,450 | $40,344 | $5,043iApproximate average salary by contribution assumption: employee only about $126,075 at 4% or $84,050 at 6%; with 50% employer match about $84,050 at 4% or $56,033 at 6%; with 100% employer match about $63,038 at 4% or $42,025 at 6%. |
| 2008 | 1 | 4 | $168,728 | $19,083 | $4,771iApproximate average salary by contribution assumption: employee only about $119,269 at 4% or $79,513 at 6%; with 50% employer match about $79,513 at 4% or $53,008 at 6%; with 100% employer match about $59,634 at 4% or $39,756 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 4 | $168,728 | $19,083 | $4,771iApproximate average salary by contribution assumption: employee only about $119,269 at 4% or $79,513 at 6%; with 50% employer match about $79,513 at 4% or $53,008 at 6%; with 100% employer match about $59,634 at 4% or $39,756 at 6%. |
| 2007 | 1 | 3 | $252,604 | $13,865 | $4,622iApproximate average salary by contribution assumption: employee only about $115,542 at 4% or $77,028 at 6%; with 50% employer match about $77,028 at 4% or $51,352 at 6%; with 100% employer match about $57,771 at 4% or $38,514 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 3 | $252,604 | $13,865 | $4,622iApproximate average salary by contribution assumption: employee only about $115,542 at 4% or $77,028 at 6%; with 50% employer match about $77,028 at 4% or $51,352 at 6%; with 100% employer match about $57,771 at 4% or $38,514 at 6%. |
| 2006 | 1 | 2 | $219,353 | $9,898 | $4,949iApproximate average salary by contribution assumption: employee only about $123,725 at 4% or $82,483 at 6%; with 50% employer match about $82,483 at 4% or $54,989 at 6%; with 100% employer match about $61,863 at 4% or $41,242 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 2 | $219,353 | $9,898 | $4,949iApproximate average salary by contribution assumption: employee only about $123,725 at 4% or $82,483 at 6%; with 50% employer match about $82,483 at 4% or $54,989 at 6%; with 100% employer match about $61,863 at 4% or $41,242 at 6%. |
| 2005 | 1 | 2 | $196,946 | $11,502 | $5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 2 | $196,946 | $11,502 | $5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%. |
| 2004 | 1 | 4 | $170,684 | $14,043 | $3,511iApproximate average salary by contribution assumption: employee only about $87,769 at 4% or $58,513 at 6%; with 50% employer match about $58,513 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 4 | $170,684 | $14,043 | $3,511iApproximate average salary by contribution assumption: employee only about $87,769 at 4% or $58,513 at 6%; with 50% employer match about $58,513 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| 2003 | 1 | 2 | $137,042 | $11,899 | $5,950iApproximate average salary by contribution assumption: employee only about $148,738 at 4% or $99,158 at 6%; with 50% employer match about $99,158 at 4% or $66,106 at 6%; with 100% employer match about $74,369 at 4% or $49,579 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 2 | $137,042 | $11,899 | $5,950iApproximate average salary by contribution assumption: employee only about $148,738 at 4% or $99,158 at 6%; with 50% employer match about $99,158 at 4% or $66,106 at 6%; with 100% employer match about $74,369 at 4% or $49,579 at 6%. |
| 2002 | 1 | 1 | $94,909 | $12,872 | $12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 1 | $94,909 | $12,872 | $12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%. |
| 2001 | 1 | 2 | $103,078 | $18,800 | $9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 2 | $103,078 | $18,800 | $9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%. |
| 2000 | 1 | 2 | $95,456 | $18,363 | $9,182iApproximate average salary by contribution assumption: employee only about $229,538 at 4% or $153,025 at 6%; with 50% employer match about $153,025 at 4% or $102,017 at 6%; with 100% employer match about $114,769 at 4% or $76,513 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | Current | 2 | $95,456 | $18,363 | $9,182iApproximate average salary by contribution assumption: employee only about $229,538 at 4% or $153,025 at 6%; with 50% employer match about $153,025 at 4% or $102,017 at 6%; with 100% employer match about $114,769 at 4% or $76,513 at 6%. |
| 1999 | 1 | 2 | $87,184 | $18,345 | $9,173iApproximate average salary by contribution assumption: employee only about $229,313 at 4% or $152,875 at 6%; with 50% employer match about $152,875 at 4% or $101,917 at 6%; with 100% employer match about $114,656 at 4% or $76,438 at 6%. |
| Mark a. Ramirez, M.D. Pension Plan | - | 2 | $87,184 | $18,345 | $9,173iApproximate average salary by contribution assumption: employee only about $229,313 at 4% or $152,875 at 6%; with 50% employer match about $152,875 at 4% or $101,917 at 6%; with 100% employer match about $114,656 at 4% or $76,438 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037101085042
- Form Id
- 14364662
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 10372101085040002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
- Filing Id
- 84037101085042
- Form Id
- 14364662
- Schedule A EIN
- 33-0532142
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
- Ins Carrier EIN
- 13-5570651
- Ins Carrier Naic Code
- 62944
- Ins Contract Num
- 330532142Q1
- Ins Prsn Covered End of year Count
- 4
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $1,450
- Pension End of year Sep Account Amount
- $72,467
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $4,719
- Pension Contribution Dep Amount
- $787
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $217
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $1,004
- Pension Total Bal Addn Amount
- $5,723
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $30
- Pension Transfer To Amount
- $1,067
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $1,097
- Pension End of year Bal Amount
- $4,626
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037101085042
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 10372101085040003
- Row 2
- Filing Id
- 84037101085042
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 10372101085040003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 3
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651003
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,389
- Row 3
- Filing Id
- 84037101085042
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 10372101085040003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 4
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651004
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $19,298
- Row 4
- Filing Id
- 84037101085042
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 10372101085040003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 10
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651010
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,875
- Row 5
- Filing Id
- 84037101085042
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 10372101085040003
- DFE P1 Entity 01 Name
- EQUITABLE'S PSA NO. 51
- DFE P1 Spons 01 Name
- THE EQUITABLE LIFE ASSURANCE SOC US
- DFE P1 Plan 01 EIN Plan number
- 135570651051
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $23,905
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$95,456$8,272 change
Balance Sheet
Beginning and end of plan year.
Total assets$87,184$95,456Increase +$8,272 (9.49%)
Total liabilities$0$0No change $0
Net assets$87,184$95,456Increase +$8,272 (9.49%)
Contributions
Employer contributions$18,363
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$8,332
Total expenses$60
Net income$8,272
Source fields
- Schedule I source fields
- Filing Id
- 84037101085042
- Schedule I EIN
- 33-0532142
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $87,184
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $87,184
- Small plan total assets at end of year
- $95,456
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $95,456
- Small plan employer contributions
- $18,363
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-10,031
- Small plan total income
- $8,332
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $60
- Small plan total expenses
- $60
- Small plan net income or loss
- $8,272
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Transfers
Distributed property value$0
Schedule R source fields
- Row 1
- Filing Id
- 84037101085042
- Schedule R EIN
- 33-0532142
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $18,363
- Pension Employer Contribution Paid Amount
- $18,363
- Pension Funding Deficiency Amount
- $0