Civic Intelligence

J. B. Cassidy, M.D. Inc.

Plan context: J.B. CASSIDY, MD, INC. 401(K) PLAN

EIN 33-0625939 • Newport Beach, CA • 20 filings • 4 plans

120 Tustin Ave Suite CNewport Beach, CA 92663-4080
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$447,053

2019 Contributions

$9,100

Historical Graphs

Total Assets Over Time

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

$2,392,033$1,196,017$0199920112018YearValue
$447,053Latest year 2018

Participants Over Time

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

24120199920092018YearValue
2Latest year 2018

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
201910$0$9,100-
J.B. CASSIDY, MD, INC. 401(K) PLAN-0$0$9,100-
201812$447,053$9,100$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-2$447,053$9,100$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
201712$465,261$9,100$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-2$465,261$9,100$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
201612$407,666$9,700$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,833 at 6%; with 50% employer match about $80,833 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-2$407,666$9,700$4,850iApproximate average salary by contribution assumption: employee only about $121,250 at 4% or $80,833 at 6%; with 50% employer match about $80,833 at 4% or $53,889 at 6%; with 100% employer match about $60,625 at 4% or $40,417 at 6%.
201512$374,345$16,300$8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-2$374,345$16,300$8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%.
201412$360,428$15,700$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-2$360,428$15,700$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
201311$319,582$7,919$7,919iApproximate average salary by contribution assumption: employee only about $197,975 at 4% or $131,983 at 6%; with 50% employer match about $131,983 at 4% or $87,989 at 6%; with 100% employer match about $98,988 at 4% or $65,992 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-1$319,582$7,919$7,919iApproximate average salary by contribution assumption: employee only about $197,975 at 4% or $131,983 at 6%; with 50% employer match about $131,983 at 4% or $87,989 at 6%; with 100% employer match about $98,988 at 4% or $65,992 at 6%.
201211$278,127$8,273$8,273iApproximate average salary by contribution assumption: employee only about $206,825 at 4% or $137,883 at 6%; with 50% employer match about $137,883 at 4% or $91,922 at 6%; with 100% employer match about $103,413 at 4% or $68,942 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-1$278,127$8,273$8,273iApproximate average salary by contribution assumption: employee only about $206,825 at 4% or $137,883 at 6%; with 50% employer match about $137,883 at 4% or $91,922 at 6%; with 100% employer match about $103,413 at 4% or $68,942 at 6%.
201111$199,862$7,997$7,997iApproximate average salary by contribution assumption: employee only about $199,925 at 4% or $133,283 at 6%; with 50% employer match about $133,283 at 4% or $88,856 at 6%; with 100% employer match about $99,963 at 4% or $66,642 at 6%.
J.B. CASSIDY, MD, INC. 401(K) PLAN-1$199,862$7,997$7,997iApproximate average salary by contribution assumption: employee only about $199,925 at 4% or $133,283 at 6%; with 50% employer match about $133,283 at 4% or $88,856 at 6%; with 100% employer match about $99,963 at 4% or $66,642 at 6%.
201011$198,812$8,149$8,149iApproximate average salary by contribution assumption: employee only about $203,725 at 4% or $135,817 at 6%; with 50% employer match about $135,817 at 4% or $90,544 at 6%; with 100% employer match about $101,863 at 4% or $67,908 at 6%.
WEST COAST LASER DERMATOLOGY MEDICAL CENTER, INC. 401(K) PLAN-1$198,812$8,149$8,149iApproximate average salary by contribution assumption: employee only about $203,725 at 4% or $135,817 at 6%; with 50% employer match about $135,817 at 4% or $90,544 at 6%; with 100% employer match about $101,863 at 4% or $67,908 at 6%.
200911$174,013$8,760$8,760iApproximate average salary by contribution assumption: employee only about $219,000 at 4% or $146,000 at 6%; with 50% employer match about $146,000 at 4% or $97,333 at 6%; with 100% employer match about $109,500 at 4% or $73,000 at 6%.
WEST COAST LASER DERMATOLOGY MEDICAL CENTER, INC. 401(K) PLAN-1$174,013$8,760$8,760iApproximate average salary by contribution assumption: employee only about $219,000 at 4% or $146,000 at 6%; with 50% employer match about $146,000 at 4% or $97,333 at 6%; with 100% employer match about $109,500 at 4% or $73,000 at 6%.
200813$156,432$10,406$3,469iApproximate average salary by contribution assumption: employee only about $86,717 at 4% or $57,811 at 6%; with 50% employer match about $57,811 at 4% or $38,541 at 6%; with 100% employer match about $43,358 at 4% or $28,906 at 6%.
WEST COAST LASER DERMATOLOGY MEDICAL CENTER, INC. 401K PLAN-3$156,432$10,406$3,469iApproximate average salary by contribution assumption: employee only about $86,717 at 4% or $57,811 at 6%; with 50% employer match about $57,811 at 4% or $38,541 at 6%; with 100% employer match about $43,358 at 4% or $28,906 at 6%.
200713$0$0-
WEST COAST LASER DERMATOLOGY MEDICAL CENTER, INC. 401K PLAN-3---
200613$9,752$9,225$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
WEST COAST LASER DERMATOLOGY MEDICAL CENTER, INC. 401K PLAN-3$9,752$9,225$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
2004124$2,392,033$300,634$12,526iApproximate average salary by contribution assumption: employee only about $313,160 at 4% or $208,774 at 6%; with 50% employer match about $208,774 at 4% or $139,182 at 6%; with 100% employer match about $156,580 at 4% or $104,387 at 6%.
The Family Care Centers Retirement Plan-24$2,392,033$300,634$12,526iApproximate average salary by contribution assumption: employee only about $313,160 at 4% or $208,774 at 6%; with 50% employer match about $208,774 at 4% or $139,182 at 6%; with 100% employer match about $156,580 at 4% or $104,387 at 6%.
2003124$1,643,587$213,381$8,891iApproximate average salary by contribution assumption: employee only about $222,272 at 4% or $148,181 at 6%; with 50% employer match about $148,181 at 4% or $98,788 at 6%; with 100% employer match about $111,136 at 4% or $74,091 at 6%.
The Family Care Centers Retirement Plan-24$1,643,587$213,381$8,891iApproximate average salary by contribution assumption: employee only about $222,272 at 4% or $148,181 at 6%; with 50% employer match about $148,181 at 4% or $98,788 at 6%; with 100% employer match about $111,136 at 4% or $74,091 at 6%.
2002113$1,377,082$203,176$15,629iApproximate average salary by contribution assumption: employee only about $390,723 at 4% or $260,482 at 6%; with 50% employer match about $260,482 at 4% or $173,655 at 6%; with 100% employer match about $195,362 at 4% or $130,241 at 6%.
The Family Care Centers Retirement Plan-13$1,377,082$203,176$15,629iApproximate average salary by contribution assumption: employee only about $390,723 at 4% or $260,482 at 6%; with 50% employer match about $260,482 at 4% or $173,655 at 6%; with 100% employer match about $195,362 at 4% or $130,241 at 6%.
2001115$0$0-
The Family Care Centers Retirement Plan-15---
2000110$0$0-
The Family Care Centers Retirement Plan-10---
199918$1,547,625$114,114$14,264iApproximate average salary by contribution assumption: employee only about $356,606 at 4% or $237,738 at 6%; with 50% employer match about $237,738 at 4% or $158,492 at 6%; with 100% employer match about $178,303 at 4% or $118,869 at 6%.
The Family Care Centers Retirement Plan-8$1,547,625$114,114$14,264iApproximate average salary by contribution assumption: employee only about $356,606 at 4% or $237,738 at 6%; with 50% employer match about $237,738 at 4% or $158,492 at 6%; with 100% employer match about $178,303 at 4% or $118,869 at 6%.