Civic Intelligence

Heather W. Brien, MD Inc.

Plan context: Heather W. Brien, MD Defined Benefit Plan

EIN 33-0710790 • Newport Beach, CA • 21 filings • 6 plans

361 Hospital Road, Suite 227Newport Beach, CA 92663
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,539,874

2017 Contributions

$105,000

Historical Graphs

Total Assets Over Time

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

$1,779,805$889,903$0200220122017YearValue
$1,539,874Latest year 2017

Participants Over Time

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

320200120112017YearValue
3Latest year 2017

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
201713$1,539,874$105,000$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%.
Heather W. Brien, MD Defined Benefit Plan-3$1,539,874$105,000$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%.
201612$1,341,558$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
Heather W. Brien, MD Defined Benefit Plan-2$1,341,558$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
201522$1,173,641$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Heather W. Brien, MD Defined Benefit Plan-2$1,173,641$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-0$0$0-
201421$1,779,805$160,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.
Heather W. Brien, MD Defined Benefit Plan-1$1,113,008$160,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-1$666,797$0-
201321$1,501,443$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Heather W. Brien, MD Defined Benefit Plan-1$887,528$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-1$613,915$0-
201222$1,301,354$172,500$86,250iApproximate average salary by contribution assumption: employee only about $2,156,250 at 4% or $1,437,500 at 6%; with 50% employer match about $1,437,500 at 4% or $958,333 at 6%; with 100% employer match about $1,078,125 at 4% or $718,750 at 6%.
Heather W. Brien, MD Defined Benefit Plan-2$762,252$172,500$86,250iApproximate average salary by contribution assumption: employee only about $2,156,250 at 4% or $1,437,500 at 6%; with 50% employer match about $1,437,500 at 4% or $958,333 at 6%; with 100% employer match about $1,078,125 at 4% or $718,750 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-2$539,102$0-
201122$1,016,841$140,482$70,241iApproximate average salary by contribution assumption: employee only about $1,756,025 at 4% or $1,170,683 at 6%; with 50% employer match about $1,170,683 at 4% or $780,456 at 6%; with 100% employer match about $878,013 at 4% or $585,342 at 6%.
Heather W. Brien, MD Defined Benefit Plan-2$540,424$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-2$476,417$10,482$5,241iApproximate average salary by contribution assumption: employee only about $131,025 at 4% or $87,350 at 6%; with 50% employer match about $87,350 at 4% or $58,233 at 6%; with 100% employer match about $65,513 at 4% or $43,675 at 6%.
201022$901,188$154,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-1$486,927$0-
Heather W. Brien, MD Defined Benefit Plan-2$414,261$154,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
200511$375,533$40,063$40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,717 at 6%; with 50% employer match about $667,717 at 4% or $445,144 at 6%; with 100% employer match about $500,788 at 4% or $333,858 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-1$375,533$40,063$40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,717 at 6%; with 50% employer match about $667,717 at 4% or $445,144 at 6%; with 100% employer match about $500,788 at 4% or $333,858 at 6%.
200412$319,764$42,648$21,324iApproximate average salary by contribution assumption: employee only about $533,100 at 4% or $355,400 at 6%; with 50% employer match about $355,400 at 4% or $236,933 at 6%; with 100% employer match about $266,550 at 4% or $177,700 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-2$319,764$42,648$21,324iApproximate average salary by contribution assumption: employee only about $533,100 at 4% or $355,400 at 6%; with 50% employer match about $355,400 at 4% or $236,933 at 6%; with 100% employer match about $266,550 at 4% or $177,700 at 6%.
200312$244,780$37,001$18,501iApproximate average salary by contribution assumption: employee only about $462,513 at 4% or $308,342 at 6%; with 50% employer match about $308,342 at 4% or $205,561 at 6%; with 100% employer match about $231,256 at 4% or $154,171 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-2$244,780$37,001$18,501iApproximate average salary by contribution assumption: employee only about $462,513 at 4% or $308,342 at 6%; with 50% employer match about $308,342 at 4% or $205,561 at 6%; with 100% employer match about $231,256 at 4% or $154,171 at 6%.
200221$187,139$41,764$41,764iApproximate average salary by contribution assumption: employee only about $1,044,100 at 4% or $696,067 at 6%; with 50% employer match about $696,067 at 4% or $464,044 at 6%; with 100% employer match about $522,050 at 4% or $348,033 at 6%.
Heather W. Brien, MD Inc. Profit Sharing Plan-1$187,139$20,000$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%.
HEATHER W. BRIEN, M.D., INC. MONEY PURCHASE PENSION PLAN-0-$21,764-
200122$0$0-
Heather W. Brien, MD Inc. Profit Sharing Plan-2---
HEATHER W. BRIEN, M.D., INC. MONEY PURCHASE PENSION PLAN-2---