Civic Intelligence

John G.Ellis, M.D. Inc.

Plan context: John G. Ellis, M.D. 401(K) Profit Sharing Plan

EIN 33-0742349 • Temecula, CA • 24 filings • 4 plans

40949 Winchester RoadTemecula, CA 92591
Current Snapshot

Latest Year

2023

2023 Participants

21

2023 Assets

$454,880

2023 Contributions

$9,008

Historical Graphs

Total Assets Over Time

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

$1,232,964$616,482$0200020142023YearValue
$454,880Latest year 2023

Participants Over Time

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

21110200020132023YearValue
21Latest year 2023

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
2023121$454,880$9,008$429iApproximate average salary by contribution assumption: employee only about $10,724 at 4% or $7,149 at 6%; with 50% employer match about $7,149 at 4% or $4,766 at 6%; with 100% employer match about $5,362 at 4% or $3,575 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-21$454,880$9,008$429iApproximate average salary by contribution assumption: employee only about $10,724 at 4% or $7,149 at 6%; with 50% employer match about $7,149 at 4% or $4,766 at 6%; with 100% employer match about $5,362 at 4% or $3,575 at 6%.
2022121$403,570$9,707$462iApproximate average salary by contribution assumption: employee only about $11,556 at 4% or $7,704 at 6%; with 50% employer match about $7,704 at 4% or $5,136 at 6%; with 100% employer match about $5,778 at 4% or $3,852 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-21$403,570$9,707$462iApproximate average salary by contribution assumption: employee only about $11,556 at 4% or $7,704 at 6%; with 50% employer match about $7,704 at 4% or $5,136 at 6%; with 100% employer match about $5,778 at 4% or $3,852 at 6%.
2021121$436,355$15,646$745iApproximate average salary by contribution assumption: employee only about $18,626 at 4% or $12,417 at 6%; with 50% employer match about $12,417 at 4% or $8,278 at 6%; with 100% employer match about $9,313 at 4% or $6,209 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-21$436,355$15,646$745iApproximate average salary by contribution assumption: employee only about $18,626 at 4% or $12,417 at 6%; with 50% employer match about $12,417 at 4% or $8,278 at 6%; with 100% employer match about $9,313 at 4% or $6,209 at 6%.
2020120$350,453$9,849$492iApproximate average salary by contribution assumption: employee only about $12,311 at 4% or $8,208 at 6%; with 50% employer match about $8,208 at 4% or $5,472 at 6%; with 100% employer match about $6,156 at 4% or $4,104 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-20$350,453$9,849$492iApproximate average salary by contribution assumption: employee only about $12,311 at 4% or $8,208 at 6%; with 50% employer match about $8,208 at 4% or $5,472 at 6%; with 100% employer match about $6,156 at 4% or $4,104 at 6%.
2019114$349,922$11,223$802iApproximate average salary by contribution assumption: employee only about $20,041 at 4% or $13,361 at 6%; with 50% employer match about $13,361 at 4% or $8,907 at 6%; with 100% employer match about $10,021 at 4% or $6,680 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-14$349,922$11,223$802iApproximate average salary by contribution assumption: employee only about $20,041 at 4% or $13,361 at 6%; with 50% employer match about $13,361 at 4% or $8,907 at 6%; with 100% employer match about $10,021 at 4% or $6,680 at 6%.
2018116$1,159,653$11,080$693iApproximate average salary by contribution assumption: employee only about $17,313 at 4% or $11,542 at 6%; with 50% employer match about $11,542 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,771 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-16$1,159,653$11,080$693iApproximate average salary by contribution assumption: employee only about $17,313 at 4% or $11,542 at 6%; with 50% employer match about $11,542 at 4% or $7,694 at 6%; with 100% employer match about $8,656 at 4% or $5,771 at 6%.
2017116$1,232,964$8,828$552iApproximate average salary by contribution assumption: employee only about $13,794 at 4% or $9,196 at 6%; with 50% employer match about $9,196 at 4% or $6,131 at 6%; with 100% employer match about $6,897 at 4% or $4,598 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-16$1,232,964$8,828$552iApproximate average salary by contribution assumption: employee only about $13,794 at 4% or $9,196 at 6%; with 50% employer match about $9,196 at 4% or $6,131 at 6%; with 100% employer match about $6,897 at 4% or $4,598 at 6%.
2016114$1,142,544$9,475$677iApproximate average salary by contribution assumption: employee only about $16,920 at 4% or $11,280 at 6%; with 50% employer match about $11,280 at 4% or $7,520 at 6%; with 100% employer match about $8,460 at 4% or $5,640 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-14$1,142,544$9,475$677iApproximate average salary by contribution assumption: employee only about $16,920 at 4% or $11,280 at 6%; with 50% employer match about $11,280 at 4% or $7,520 at 6%; with 100% employer match about $8,460 at 4% or $5,640 at 6%.
2015111$1,077,010$11,716$1,065iApproximate average salary by contribution assumption: employee only about $26,627 at 4% or $17,752 at 6%; with 50% employer match about $17,752 at 4% or $11,834 at 6%; with 100% employer match about $13,314 at 4% or $8,876 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-11$1,077,010$11,716$1,065iApproximate average salary by contribution assumption: employee only about $26,627 at 4% or $17,752 at 6%; with 50% employer match about $17,752 at 4% or $11,834 at 6%; with 100% employer match about $13,314 at 4% or $8,876 at 6%.
2014111$1,108,994$11,169$1,015iApproximate average salary by contribution assumption: employee only about $25,384 at 4% or $16,923 at 6%; with 50% employer match about $16,923 at 4% or $11,282 at 6%; with 100% employer match about $12,692 at 4% or $8,461 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-11$1,108,994$11,169$1,015iApproximate average salary by contribution assumption: employee only about $25,384 at 4% or $16,923 at 6%; with 50% employer match about $16,923 at 4% or $11,282 at 6%; with 100% employer match about $12,692 at 4% or $8,461 at 6%.
2013111$1,027,903$36,657$3,332iApproximate average salary by contribution assumption: employee only about $83,311 at 4% or $55,541 at 6%; with 50% employer match about $55,541 at 4% or $37,027 at 6%; with 100% employer match about $41,656 at 4% or $27,770 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-11$1,027,903$36,657$3,332iApproximate average salary by contribution assumption: employee only about $83,311 at 4% or $55,541 at 6%; with 50% employer match about $55,541 at 4% or $37,027 at 6%; with 100% employer match about $41,656 at 4% or $27,770 at 6%.
201217$785,434$5,312$759iApproximate average salary by contribution assumption: employee only about $18,971 at 4% or $12,648 at 6%; with 50% employer match about $12,648 at 4% or $8,432 at 6%; with 100% employer match about $9,486 at 4% or $6,324 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7$785,434$5,312$759iApproximate average salary by contribution assumption: employee only about $18,971 at 4% or $12,648 at 6%; with 50% employer match about $12,648 at 4% or $8,432 at 6%; with 100% employer match about $9,486 at 4% or $6,324 at 6%.
201113$684,641$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-3$684,641$0-
201015$714,534$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-5$714,534$0-
200916$660,053$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-6$660,053$0-
200817$0$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7---
200717$0$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7---
200514$615,495$63,187$15,797iApproximate average salary by contribution assumption: employee only about $394,919 at 4% or $263,279 at 6%; with 50% employer match about $263,279 at 4% or $175,519 at 6%; with 100% employer match about $197,459 at 4% or $131,640 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-4$615,495$63,187$15,797iApproximate average salary by contribution assumption: employee only about $394,919 at 4% or $263,279 at 6%; with 50% employer match about $263,279 at 4% or $175,519 at 6%; with 100% employer match about $197,459 at 4% or $131,640 at 6%.
200418$519,239$0-
John G. Ellis, M.D. 401(K) Profit Sharing Plan-8$519,239--
200317$586,904$59,450$8,493iApproximate average salary by contribution assumption: employee only about $212,321 at 4% or $141,548 at 6%; with 50% employer match about $141,548 at 4% or $94,365 at 6%; with 100% employer match about $106,161 at 4% or $70,774 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7$586,904$59,450$8,493iApproximate average salary by contribution assumption: employee only about $212,321 at 4% or $141,548 at 6%; with 50% employer match about $141,548 at 4% or $94,365 at 6%; with 100% employer match about $106,161 at 4% or $70,774 at 6%.
200127$0$0-
JOHN G. ELLIS, M.D. PENSION PLAN-7---
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7---
200027$457,040$55,503$7,929iApproximate average salary by contribution assumption: employee only about $198,225 at 4% or $132,150 at 6%; with 50% employer match about $132,150 at 4% or $88,100 at 6%; with 100% employer match about $99,113 at 4% or $66,075 at 6%.
John G. Ellis, M.D. 401(K) Profit Sharing Plan-7$334,059$38,210$5,459iApproximate average salary by contribution assumption: employee only about $136,464 at 4% or $90,976 at 6%; with 50% employer match about $90,976 at 4% or $60,651 at 6%; with 100% employer match about $68,232 at 4% or $45,488 at 6%.
JOHN G. ELLIS, M.D. PENSION PLAN-7$122,981$17,293$2,470iApproximate average salary by contribution assumption: employee only about $61,761 at 4% or $41,174 at 6%; with 50% employer match about $41,174 at 4% or $27,449 at 6%; with 100% employer match about $30,880 at 4% or $20,587 at 6%.