Fidelity bond in place
Not reported
FilingPO Box 6300Cypress, CA 90603
Jacob Sweidan, M.D. Inc. Profit Sharing Plan
Jacob Sweidan, M.D. Inc. • EIN 33-0596114 • Cypress, CA • Plan year 2007
Filing Insights
Participants
Down12 → 9
-3 • -25.00%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 75-6638921
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| 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 | Current | 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 | - | - |
Schedule Details
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN75-6638921
Transfers
Distributed property value$0
Schedule R source fields
- Payor 75-6638921
- Filing Id
- 84037303473278
- Schedule R EIN
- 33-0596114
- Schedule R Plan number
- 002
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 75-6638921
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1