Jacob Sweidan, M.D. Inc.
Plan context: Jacob Sweidan, M.D. Inc. Profit Sharing Plan
EIN 33-0596114 • Cypress, CA • 46 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$2,056,545
2024 Contributions
$224,801
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 35 | $2,056,545 | $224,801 | $6,423iApproximate average salary by contribution assumption: employee only about $160,572 at 4% or $107,048 at 6%; with 50% employer match about $107,048 at 4% or $71,365 at 6%; with 100% employer match about $80,286 at 4% or $53,524 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 35 | $2,056,545 | $224,801 | $6,423iApproximate average salary by contribution assumption: employee only about $160,572 at 4% or $107,048 at 6%; with 50% employer match about $107,048 at 4% or $71,365 at 6%; with 100% employer match about $80,286 at 4% or $53,524 at 6%. |
| 2023 | 1 | 50 | $6,177,083 | $229,419 | $4,588iApproximate average salary by contribution assumption: employee only about $114,710 at 4% or $76,473 at 6%; with 50% employer match about $76,473 at 4% or $50,982 at 6%; with 100% employer match about $57,355 at 4% or $38,237 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 50 | $6,177,083 | $229,419 | $4,588iApproximate average salary by contribution assumption: employee only about $114,710 at 4% or $76,473 at 6%; with 50% employer match about $76,473 at 4% or $50,982 at 6%; with 100% employer match about $57,355 at 4% or $38,237 at 6%. |
| 2022 | 1 | 38 | $5,240,668 | $182,633 | $4,806iApproximate average salary by contribution assumption: employee only about $120,153 at 4% or $80,102 at 6%; with 50% employer match about $80,102 at 4% or $53,401 at 6%; with 100% employer match about $60,077 at 4% or $40,051 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 38 | $5,240,668 | $182,633 | $4,806iApproximate average salary by contribution assumption: employee only about $120,153 at 4% or $80,102 at 6%; with 50% employer match about $80,102 at 4% or $53,401 at 6%; with 100% employer match about $60,077 at 4% or $40,051 at 6%. |
| 2021 | 1 | 33 | $5,998,646 | $167,582 | $5,078iApproximate average salary by contribution assumption: employee only about $126,956 at 4% or $84,637 at 6%; with 50% employer match about $84,637 at 4% or $56,425 at 6%; with 100% employer match about $63,478 at 4% or $42,319 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 33 | $5,998,646 | $167,582 | $5,078iApproximate average salary by contribution assumption: employee only about $126,956 at 4% or $84,637 at 6%; with 50% employer match about $84,637 at 4% or $56,425 at 6%; with 100% employer match about $63,478 at 4% or $42,319 at 6%. |
| 2020 | 1 | 33 | $5,146,686 | $171,077 | $5,184iApproximate average salary by contribution assumption: employee only about $129,604 at 4% or $86,403 at 6%; with 50% employer match about $86,403 at 4% or $57,602 at 6%; with 100% employer match about $64,802 at 4% or $43,201 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 33 | $5,146,686 | $171,077 | $5,184iApproximate average salary by contribution assumption: employee only about $129,604 at 4% or $86,403 at 6%; with 50% employer match about $86,403 at 4% or $57,602 at 6%; with 100% employer match about $64,802 at 4% or $43,201 at 6%. |
| 2019 | 1 | 34 | $4,366,636 | $168,407 | $4,953iApproximate average salary by contribution assumption: employee only about $123,829 at 4% or $82,552 at 6%; with 50% employer match about $82,552 at 4% or $55,035 at 6%; with 100% employer match about $61,914 at 4% or $41,276 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 34 | $4,366,636 | $168,407 | $4,953iApproximate average salary by contribution assumption: employee only about $123,829 at 4% or $82,552 at 6%; with 50% employer match about $82,552 at 4% or $55,035 at 6%; with 100% employer match about $61,914 at 4% or $41,276 at 6%. |
| 2018 | 1 | 29 | $3,514,654 | $162,581 | $5,606iApproximate average salary by contribution assumption: employee only about $140,156 at 4% or $93,437 at 6%; with 50% employer match about $93,437 at 4% or $62,292 at 6%; with 100% employer match about $70,078 at 4% or $46,719 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 29 | $3,514,654 | $162,581 | $5,606iApproximate average salary by contribution assumption: employee only about $140,156 at 4% or $93,437 at 6%; with 50% employer match about $93,437 at 4% or $62,292 at 6%; with 100% employer match about $70,078 at 4% or $46,719 at 6%. |
| 2017 | 1 | 24 | $3,547,632 | $105,649 | $4,402iApproximate average salary by contribution assumption: employee only about $110,051 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,912 at 6%; with 100% employer match about $55,026 at 4% or $36,684 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 24 | $3,547,632 | $105,649 | $4,402iApproximate average salary by contribution assumption: employee only about $110,051 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,912 at 6%; with 100% employer match about $55,026 at 4% or $36,684 at 6%. |
| 2016 | 1 | 25 | $3,044,164 | $50,321 | $2,013iApproximate average salary by contribution assumption: employee only about $50,321 at 4% or $33,547 at 6%; with 50% employer match about $33,547 at 4% or $22,365 at 6%; with 100% employer match about $25,161 at 4% or $16,774 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 25 | $3,044,164 | $50,321 | $2,013iApproximate average salary by contribution assumption: employee only about $50,321 at 4% or $33,547 at 6%; with 50% employer match about $33,547 at 4% or $22,365 at 6%; with 100% employer match about $25,161 at 4% or $16,774 at 6%. |
| 2015 | 2 | 21 | $2,830,330 | $59,797 | $2,847iApproximate average salary by contribution assumption: employee only about $71,187 at 4% or $47,458 at 6%; with 50% employer match about $47,458 at 4% or $31,639 at 6%; with 100% employer match about $35,593 at 4% or $23,729 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 21 | $2,830,330 | $59,797 | $2,847iApproximate average salary by contribution assumption: employee only about $71,187 at 4% or $47,458 at 6%; with 50% employer match about $47,458 at 4% or $31,639 at 6%; with 100% employer match about $35,593 at 4% or $23,729 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 0 | $0 | $0 | - |
| 2014 | 2 | 21 | $2,986,264 | $1,909,204 | $90,914iApproximate average salary by contribution assumption: employee only about $2,272,862 at 4% or $1,515,241 at 6%; with 50% employer match about $1,515,241 at 4% or $1,010,161 at 6%; with 100% employer match about $1,136,431 at 4% or $757,621 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 21 | $2,830,158 | $1,909,204 | $90,914iApproximate average salary by contribution assumption: employee only about $2,272,862 at 4% or $1,515,241 at 6%; with 50% employer match about $1,515,241 at 4% or $1,010,161 at 6%; with 100% employer match about $1,136,431 at 4% or $757,621 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 0 | $156,106 | $0 | - |
| 2013 | 2 | 26 | $5,065,418 | $75,361 | $2,899iApproximate average salary by contribution assumption: employee only about $72,463 at 4% or $48,308 at 6%; with 50% employer match about $48,308 at 4% or $32,206 at 6%; with 100% employer match about $36,231 at 4% or $24,154 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 3 | $3,706,688 | $0 | - |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 26 | $1,358,730 | $75,361 | $2,899iApproximate average salary by contribution assumption: employee only about $72,463 at 4% or $48,308 at 6%; with 50% employer match about $48,308 at 4% or $32,206 at 6%; with 100% employer match about $36,231 at 4% or $24,154 at 6%. |
| 2012 | 2 | 26 | $4,631,775 | $64,046 | $2,463iApproximate average salary by contribution assumption: employee only about $61,583 at 4% or $41,055 at 6%; with 50% employer match about $41,055 at 4% or $27,370 at 6%; with 100% employer match about $30,791 at 4% or $20,528 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 3 | $3,438,193 | - | - |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 26 | $1,193,582 | $64,046 | $2,463iApproximate average salary by contribution assumption: employee only about $61,583 at 4% or $41,055 at 6%; with 50% employer match about $41,055 at 4% or $27,370 at 6%; with 100% employer match about $30,791 at 4% or $20,528 at 6%. |
| 2011 | 2 | 25 | $4,281,557 | $508,442 | $20,338iApproximate average salary by contribution assumption: employee only about $508,442 at 4% or $338,961 at 6%; with 50% employer match about $338,961 at 4% or $225,974 at 6%; with 100% employer match about $254,221 at 4% or $169,481 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 3 | $3,226,482 | $375,360 | $125,120iApproximate average salary by contribution assumption: employee only about $3,128,000 at 4% or $2,085,333 at 6%; with 50% employer match about $2,085,333 at 4% or $1,390,222 at 6%; with 100% employer match about $1,564,000 at 4% or $1,042,667 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 25 | $1,055,075 | $133,082 | $5,323iApproximate average salary by contribution assumption: employee only about $133,082 at 4% or $88,721 at 6%; with 50% employer match about $88,721 at 4% or $59,148 at 6%; with 100% employer match about $66,541 at 4% or $44,361 at 6%. |
| 2010 | 2 | 25 | $4,121,750 | $228,269 | $9,131iApproximate average salary by contribution assumption: employee only about $228,269 at 4% or $152,179 at 6%; with 50% employer match about $152,179 at 4% or $101,453 at 6%; with 100% employer match about $114,135 at 4% or $76,090 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 25 | $3,171,038 | $143,494 | $5,740iApproximate average salary by contribution assumption: employee only about $143,494 at 4% or $95,663 at 6%; with 50% employer match about $95,663 at 4% or $63,775 at 6%; with 100% employer match about $71,747 at 4% or $47,831 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 25 | $950,712 | $84,775 | $3,391iApproximate average salary by contribution assumption: employee only about $84,775 at 4% or $56,517 at 6%; with 50% employer match about $56,517 at 4% or $37,678 at 6%; with 100% employer match about $42,388 at 4% or $28,258 at 6%. |
| 2009 | 2 | 20 | $3,549,466 | $400,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 20 | $2,757,672 | $366,191 | $18,310iApproximate average salary by contribution assumption: employee only about $457,739 at 4% or $305,159 at 6%; with 50% employer match about $305,159 at 4% or $203,439 at 6%; with 100% employer match about $228,869 at 4% or $152,580 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 0 | $791,794 | $33,809 | - |
| 2008 | 2 | 11 | $2,782,098 | $385,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 11 | $2,117,123 | $350,300 | $31,845iApproximate average salary by contribution assumption: employee only about $796,136 at 4% or $530,758 at 6%; with 50% employer match about $530,758 at 4% or $353,838 at 6%; with 100% employer match about $398,068 at 4% or $265,379 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 11 | $664,975 | $34,700 | $3,155iApproximate average salary by contribution assumption: employee only about $78,864 at 4% or $52,576 at 6%; with 50% employer match about $52,576 at 4% or $35,051 at 6%; with 100% employer match about $39,432 at 4% or $26,288 at 6%. |
| 2007 | 2 | 9 | $0 | $0 | - |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 9 | - | - | - |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 9 | - | - | - |
| 2006 | 2 | 9 | $2,504,972 | $293,506 | $32,612iApproximate average salary by contribution assumption: employee only about $815,294 at 4% or $543,530 at 6%; with 50% employer match about $543,530 at 4% or $362,353 at 6%; with 100% employer match about $407,647 at 4% or $271,765 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 9 | $1,777,136 | $256,506 | $28,501iApproximate average salary by contribution assumption: employee only about $712,517 at 4% or $475,011 at 6%; with 50% employer match about $475,011 at 4% or $316,674 at 6%; with 100% employer match about $356,258 at 4% or $237,506 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 9 | $727,836 | $37,000 | $4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%. |
| 2005 | 2 | 10 | $1,911,161 | $318,000 | $31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 10 | $1,304,567 | $318,000 | $31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 10 | $606,594 | - | - |
| 2004 | 2 | 10 | $1,629,551 | $282,165 | $28,217iApproximate average salary by contribution assumption: employee only about $705,413 at 4% or $470,275 at 6%; with 50% employer match about $470,275 at 4% or $313,517 at 6%; with 100% employer match about $352,706 at 4% or $235,138 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 10 | $1,017,826 | $282,165 | $28,217iApproximate average salary by contribution assumption: employee only about $705,413 at 4% or $470,275 at 6%; with 50% employer match about $470,275 at 4% or $313,517 at 6%; with 100% employer match about $352,706 at 4% or $235,138 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 10 | $611,725 | - | - |
| 2003 | 3 | 9 | $1,236,758 | $280,000 | $31,111iApproximate average salary by contribution assumption: employee only about $777,778 at 4% or $518,519 at 6%; with 50% employer match about $518,519 at 4% or $345,679 at 6%; with 100% employer match about $388,889 at 4% or $259,259 at 6%. |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 9 | $675,836 | $280,000 | $31,111iApproximate average salary by contribution assumption: employee only about $777,778 at 4% or $518,519 at 6%; with 50% employer match about $518,519 at 4% or $345,679 at 6%; with 100% employer match about $388,889 at 4% or $259,259 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 8 | $560,922 | - | - |
| Jacob Sweidan, M.D. Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 3 | 8 | $838,209 | $335,825 | $41,978iApproximate average salary by contribution assumption: employee only about $1,049,453 at 4% or $699,635 at 6%; with 50% employer match about $699,635 at 4% or $466,424 at 6%; with 100% employer match about $524,727 at 4% or $349,818 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 7 | $385,338 | - | - |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 8 | $365,594 | $335,825 | $41,978iApproximate average salary by contribution assumption: employee only about $1,049,453 at 4% or $699,635 at 6%; with 50% employer match about $699,635 at 4% or $466,424 at 6%; with 100% employer match about $524,727 at 4% or $349,818 at 6%. |
| Jacob Sweidan, M.D. Inc. Money Purchase Pension Plan | - | 7 | $87,277 | - | - |
| 2001 | 3 | 6 | $0 | $0 | - |
| Jacob Sweidan, M.D. Inc. Money Purchase Pension Plan | - | 5 | - | - | - |
| JACOB SWEIDAN, M.D., INC. CASH BALANCE ACCOUNT PLAN | - | 6 | - | - | - |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $535,976 | $66,432 | $11,072iApproximate average salary by contribution assumption: employee only about $276,800 at 4% or $184,533 at 6%; with 50% employer match about $184,533 at 4% or $123,022 at 6%; with 100% employer match about $138,400 at 4% or $92,267 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 6 | $437,009 | $66,432 | $11,072iApproximate average salary by contribution assumption: employee only about $276,800 at 4% or $184,533 at 6%; with 50% employer match about $184,533 at 4% or $123,022 at 6%; with 100% employer match about $138,400 at 4% or $92,267 at 6%. |
| Jacob Sweidan, M.D. Inc. Money Purchase Pension Plan | - | 5 | $98,967 | - | - |
| 1999 | 2 | 7 | $596,897 | $62,440 | $8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%. |
| Jacob Sweidan, M.D. Inc. Profit Sharing Plan | - | 7 | $475,323 | $62,440 | $8,920iApproximate average salary by contribution assumption: employee only about $223,000 at 4% or $148,667 at 6%; with 50% employer match about $148,667 at 4% or $99,111 at 6%; with 100% employer match about $111,500 at 4% or $74,333 at 6%. |
| Jacob Sweidan, M.D. Inc. Money Purchase Pension Plan | - | 5 | $121,574 | - | - |