Edward G. Rohaly, M.D. Inc.
Plan context: Edward G. Rohaly, M.D. Inc. Profit Sharing Plan
EIN 33-0760602 • Newport Beach, CA • 40 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$3,672,274
2023 Contributions
$404,111
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 |
|---|---|---|---|---|---|
| 2023 | 3 | 0 | $0 | $0 | - |
| EDWARD G. ROHALY, M.D., INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | - | - |
| EDWARD G. ROHALY, M.D., INC. PROFIT SHARING PLAN B | - | 0 | $0 | $0 | - |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 3 | 8 | $3,672,274 | $404,111 | $50,514iApproximate average salary by contribution assumption: employee only about $1,262,847 at 4% or $841,898 at 6%; with 50% employer match about $841,898 at 4% or $561,265 at 6%; with 100% employer match about $631,423 at 4% or $420,949 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 7 | $2,296,919 | $0 | - |
| EDWARD G. ROHALY, M.D., INC. CASH BALANCE PENSION PLAN | - | 8 | $1,259,357 | $370,980 | $46,373iApproximate average salary by contribution assumption: employee only about $1,159,313 at 4% or $772,875 at 6%; with 50% employer match about $772,875 at 4% or $515,250 at 6%; with 100% employer match about $579,656 at 4% or $386,438 at 6%. |
| EDWARD G. ROHALY, M.D., INC. PROFIT SHARING PLAN B | - | 8 | $115,998 | $33,131 | $4,141iApproximate average salary by contribution assumption: employee only about $103,534 at 4% or $69,023 at 6%; with 50% employer match about $69,023 at 4% or $46,015 at 6%; with 100% employer match about $51,767 at 4% or $34,511 at 6%. |
| 2021 | 3 | 8 | $3,660,895 | $373,997 | $46,750iApproximate average salary by contribution assumption: employee only about $1,168,741 at 4% or $779,160 at 6%; with 50% employer match about $779,160 at 4% or $519,440 at 6%; with 100% employer match about $584,370 at 4% or $389,580 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $2,580,059 | $0 | - |
| EDWARD G. ROHALY, M.D., INC. CASH BALANCE PENSION PLAN | - | 8 | $985,404 | $326,000 | $40,750iApproximate average salary by contribution assumption: employee only about $1,018,750 at 4% or $679,167 at 6%; with 50% employer match about $679,167 at 4% or $452,778 at 6%; with 100% employer match about $509,375 at 4% or $339,583 at 6%. |
| EDWARD G. ROHALY, M.D., INC. PROFIT SHARING PLAN B | - | 8 | $95,432 | $47,997 | $6,000iApproximate average salary by contribution assumption: employee only about $149,991 at 4% or $99,994 at 6%; with 50% employer match about $99,994 at 4% or $66,663 at 6%; with 100% employer match about $74,995 at 4% or $49,997 at 6%. |
| 2020 | 3 | 8 | $3,060,052 | $369,142 | $46,143iApproximate average salary by contribution assumption: employee only about $1,153,569 at 4% or $769,046 at 6%; with 50% employer match about $769,046 at 4% or $512,697 at 6%; with 100% employer match about $576,784 at 4% or $384,523 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $2,378,221 | $0 | - |
| EDWARD G. ROHALY, M.D., INC. CASH BALANCE PENSION PLAN | - | 6 | $634,060 | $337,650 | $56,275iApproximate average salary by contribution assumption: employee only about $1,406,875 at 4% or $937,917 at 6%; with 50% employer match about $937,917 at 4% or $625,278 at 6%; with 100% employer match about $703,438 at 4% or $468,958 at 6%. |
| EDWARD G. ROHALY, M.D., INC. PROFIT SHARING PLAN B | - | 6 | $47,771 | $31,492 | $5,249iApproximate average salary by contribution assumption: employee only about $131,217 at 4% or $87,478 at 6%; with 50% employer match about $87,478 at 4% or $58,319 at 6%; with 100% employer match about $65,608 at 4% or $43,739 at 6%. |
| 2019 | 3 | 10 | $2,665,792 | $289,293 | $28,929iApproximate average salary by contribution assumption: employee only about $723,233 at 4% or $482,155 at 6%; with 50% employer match about $482,155 at 4% or $321,437 at 6%; with 100% employer match about $361,616 at 4% or $241,078 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 10 | $2,376,499 | $0 | - |
| EDWARD G. ROHALY, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $273,000 | $273,000 | $68,250iApproximate average salary by contribution assumption: employee only about $1,706,250 at 4% or $1,137,500 at 6%; with 50% employer match about $1,137,500 at 4% or $758,333 at 6%; with 100% employer match about $853,125 at 4% or $568,750 at 6%. |
| EDWARD G. ROHALY, M.D., INC. PROFIT SHARING PLAN B | - | 4 | $16,293 | $16,293 | $4,073iApproximate average salary by contribution assumption: employee only about $101,831 at 4% or $67,888 at 6%; with 50% employer match about $67,888 at 4% or $45,258 at 6%; with 100% employer match about $50,916 at 4% or $33,944 at 6%. |
| 2018 | 1 | 10 | $2,030,628 | $71,298 | $7,130iApproximate average salary by contribution assumption: employee only about $178,245 at 4% or $118,830 at 6%; with 50% employer match about $118,830 at 4% or $79,220 at 6%; with 100% employer match about $89,123 at 4% or $59,415 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 10 | $2,030,628 | $71,298 | $7,130iApproximate average salary by contribution assumption: employee only about $178,245 at 4% or $118,830 at 6%; with 50% employer match about $118,830 at 4% or $79,220 at 6%; with 100% employer match about $89,123 at 4% or $59,415 at 6%. |
| 2017 | 1 | 10 | $2,065,519 | $72,273 | $7,227iApproximate average salary by contribution assumption: employee only about $180,683 at 4% or $120,455 at 6%; with 50% employer match about $120,455 at 4% or $80,303 at 6%; with 100% employer match about $90,341 at 4% or $60,228 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 10 | $2,065,519 | $72,273 | $7,227iApproximate average salary by contribution assumption: employee only about $180,683 at 4% or $120,455 at 6%; with 50% employer match about $120,455 at 4% or $80,303 at 6%; with 100% employer match about $90,341 at 4% or $60,228 at 6%. |
| 2016 | 1 | 9 | $1,775,056 | $66,764 | $7,418iApproximate average salary by contribution assumption: employee only about $185,456 at 4% or $123,637 at 6%; with 50% employer match about $123,637 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,819 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 9 | $1,775,056 | $66,764 | $7,418iApproximate average salary by contribution assumption: employee only about $185,456 at 4% or $123,637 at 6%; with 50% employer match about $123,637 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,819 at 6%. |
| 2015 | 1 | 8 | $1,619,142 | $64,654 | $8,082iApproximate average salary by contribution assumption: employee only about $202,044 at 4% or $134,696 at 6%; with 50% employer match about $134,696 at 4% or $89,797 at 6%; with 100% employer match about $101,022 at 4% or $67,348 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $1,619,142 | $64,654 | $8,082iApproximate average salary by contribution assumption: employee only about $202,044 at 4% or $134,696 at 6%; with 50% employer match about $134,696 at 4% or $89,797 at 6%; with 100% employer match about $101,022 at 4% or $67,348 at 6%. |
| 2014 | 1 | 7 | $1,646,207 | $66,766 | $9,538iApproximate average salary by contribution assumption: employee only about $238,450 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,225 at 4% or $79,483 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 7 | $1,646,207 | $66,766 | $9,538iApproximate average salary by contribution assumption: employee only about $238,450 at 4% or $158,967 at 6%; with 50% employer match about $158,967 at 4% or $105,978 at 6%; with 100% employer match about $119,225 at 4% or $79,483 at 6%. |
| 2013 | 1 | 8 | $1,631,464 | $118,233 | $14,779iApproximate average salary by contribution assumption: employee only about $369,478 at 4% or $246,319 at 6%; with 50% employer match about $246,319 at 4% or $164,213 at 6%; with 100% employer match about $184,739 at 4% or $123,159 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $1,631,464 | $118,233 | $14,779iApproximate average salary by contribution assumption: employee only about $369,478 at 4% or $246,319 at 6%; with 50% employer match about $246,319 at 4% or $164,213 at 6%; with 100% employer match about $184,739 at 4% or $123,159 at 6%. |
| 2012 | 1 | 7 | $1,389,665 | $111,030 | $15,861iApproximate average salary by contribution assumption: employee only about $396,536 at 4% or $264,357 at 6%; with 50% employer match about $264,357 at 4% or $176,238 at 6%; with 100% employer match about $198,268 at 4% or $132,179 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 7 | $1,389,665 | $111,030 | $15,861iApproximate average salary by contribution assumption: employee only about $396,536 at 4% or $264,357 at 6%; with 50% employer match about $264,357 at 4% or $176,238 at 6%; with 100% employer match about $198,268 at 4% or $132,179 at 6%. |
| 2011 | 1 | 8 | $1,176,615 | $125,156 | $15,645iApproximate average salary by contribution assumption: employee only about $391,113 at 4% or $260,742 at 6%; with 50% employer match about $260,742 at 4% or $173,828 at 6%; with 100% employer match about $195,556 at 4% or $130,371 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $1,176,615 | $125,156 | $15,645iApproximate average salary by contribution assumption: employee only about $391,113 at 4% or $260,742 at 6%; with 50% employer match about $260,742 at 4% or $173,828 at 6%; with 100% employer match about $195,556 at 4% or $130,371 at 6%. |
| 2010 | 1 | 8 | $1,131,593 | $138,207 | $17,276iApproximate average salary by contribution assumption: employee only about $431,897 at 4% or $287,931 at 6%; with 50% employer match about $287,931 at 4% or $191,954 at 6%; with 100% employer match about $215,948 at 4% or $143,966 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 8 | $1,131,593 | $138,207 | $17,276iApproximate average salary by contribution assumption: employee only about $431,897 at 4% or $287,931 at 6%; with 50% employer match about $287,931 at 4% or $191,954 at 6%; with 100% employer match about $215,948 at 4% or $143,966 at 6%. |
| 2009 | 1 | 7 | $965,592 | $133,377 | $19,054iApproximate average salary by contribution assumption: employee only about $476,346 at 4% or $317,564 at 6%; with 50% employer match about $317,564 at 4% or $211,710 at 6%; with 100% employer match about $238,173 at 4% or $158,782 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 7 | $965,592 | $133,377 | $19,054iApproximate average salary by contribution assumption: employee only about $476,346 at 4% or $317,564 at 6%; with 50% employer match about $317,564 at 4% or $211,710 at 6%; with 100% employer match about $238,173 at 4% or $158,782 at 6%. |
| 2008 | 1 | 6 | $693,318 | $111,465 | $18,578iApproximate average salary by contribution assumption: employee only about $464,438 at 4% or $309,625 at 6%; with 50% employer match about $309,625 at 4% or $206,417 at 6%; with 100% employer match about $232,219 at 4% or $154,813 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 6 | $693,318 | $111,465 | $18,578iApproximate average salary by contribution assumption: employee only about $464,438 at 4% or $309,625 at 6%; with 50% employer match about $309,625 at 4% or $206,417 at 6%; with 100% employer match about $232,219 at 4% or $154,813 at 6%. |
| 2007 | 1 | 6 | $719,220 | $101,091 | $16,849iApproximate average salary by contribution assumption: employee only about $421,213 at 4% or $280,808 at 6%; with 50% employer match about $280,808 at 4% or $187,206 at 6%; with 100% employer match about $210,606 at 4% or $140,404 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 6 | $719,220 | $101,091 | $16,849iApproximate average salary by contribution assumption: employee only about $421,213 at 4% or $280,808 at 6%; with 50% employer match about $280,808 at 4% or $187,206 at 6%; with 100% employer match about $210,606 at 4% or $140,404 at 6%. |
| 2006 | 1 | 5 | $678,370 | $92,202 | $18,440iApproximate average salary by contribution assumption: employee only about $461,010 at 4% or $307,340 at 6%; with 50% employer match about $307,340 at 4% or $204,893 at 6%; with 100% employer match about $230,505 at 4% or $153,670 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 5 | $678,370 | $92,202 | $18,440iApproximate average salary by contribution assumption: employee only about $461,010 at 4% or $307,340 at 6%; with 50% employer match about $307,340 at 4% or $204,893 at 6%; with 100% employer match about $230,505 at 4% or $153,670 at 6%. |
| 2005 | 1 | 5 | $478,982 | $92,479 | $18,496iApproximate average salary by contribution assumption: employee only about $462,395 at 4% or $308,263 at 6%; with 50% employer match about $308,263 at 4% or $205,509 at 6%; with 100% employer match about $231,198 at 4% or $154,132 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 5 | $478,982 | $92,479 | $18,496iApproximate average salary by contribution assumption: employee only about $462,395 at 4% or $308,263 at 6%; with 50% employer match about $308,263 at 4% or $205,509 at 6%; with 100% employer match about $231,198 at 4% or $154,132 at 6%. |
| 2004 | 1 | 5 | $388,197 | $88,457 | $17,691iApproximate average salary by contribution assumption: employee only about $442,285 at 4% or $294,857 at 6%; with 50% employer match about $294,857 at 4% or $196,571 at 6%; with 100% employer match about $221,143 at 4% or $147,428 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 5 | $388,197 | $88,457 | $17,691iApproximate average salary by contribution assumption: employee only about $442,285 at 4% or $294,857 at 6%; with 50% employer match about $294,857 at 4% or $196,571 at 6%; with 100% employer match about $221,143 at 4% or $147,428 at 6%. |
| 2003 | 2 | 6 | $317,725 | $81,779 | $13,630iApproximate average salary by contribution assumption: employee only about $340,746 at 4% or $227,164 at 6%; with 50% employer match about $227,164 at 4% or $151,443 at 6%; with 100% employer match about $170,373 at 4% or $113,582 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 6 | $317,725 | $54,906 | $9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%. |
| Edward G. Rohaly, M.D. Inc. Money Purchase Pension Plan | - | 0 | - | $26,873 | - |
| 2002 | 2 | 4 | $223,092 | $68,606 | $17,152iApproximate average salary by contribution assumption: employee only about $428,788 at 4% or $285,858 at 6%; with 50% employer match about $285,858 at 4% or $190,572 at 6%; with 100% employer match about $214,394 at 4% or $142,929 at 6%. |
| Edward G. Rohaly, M.D. Inc. Money Purchase Pension Plan | - | 4 | $112,345 | $34,303 | $8,576iApproximate average salary by contribution assumption: employee only about $214,394 at 4% or $142,929 at 6%; with 50% employer match about $142,929 at 4% or $95,286 at 6%; with 100% employer match about $107,197 at 4% or $71,465 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 4 | $110,747 | $34,303 | $8,576iApproximate average salary by contribution assumption: employee only about $214,394 at 4% or $142,929 at 6%; with 50% employer match about $142,929 at 4% or $95,286 at 6%; with 100% employer match about $107,197 at 4% or $71,465 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 0 | - | - | - |
| Edward G. Rohaly, M.D. Inc. Money Purchase Pension Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $142,302 | $52,729 | $13,182iApproximate average salary by contribution assumption: employee only about $329,556 at 4% or $219,704 at 6%; with 50% employer match about $219,704 at 4% or $146,469 at 6%; with 100% employer match about $164,778 at 4% or $109,852 at 6%. |
| Edward G. Rohaly, M.D. Inc. Money Purchase Pension Plan | - | 4 | $77,710 | $28,122 | $7,031iApproximate average salary by contribution assumption: employee only about $175,763 at 4% or $117,175 at 6%; with 50% employer match about $117,175 at 4% or $78,117 at 6%; with 100% employer match about $87,881 at 4% or $58,588 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 4 | $64,592 | $24,607 | $6,152iApproximate average salary by contribution assumption: employee only about $153,794 at 4% or $102,529 at 6%; with 50% employer match about $102,529 at 4% or $68,353 at 6%; with 100% employer match about $76,897 at 4% or $51,265 at 6%. |
| 1999 | 2 | 3 | $106,447 | $47,378 | $15,793iApproximate average salary by contribution assumption: employee only about $394,817 at 4% or $263,211 at 6%; with 50% employer match about $263,211 at 4% or $175,474 at 6%; with 100% employer match about $197,408 at 4% or $131,606 at 6%. |
| Edward G. Rohaly, M.D. Inc. Money Purchase Pension Plan | - | 3 | $53,341 | $25,268 | $8,423iApproximate average salary by contribution assumption: employee only about $210,567 at 4% or $140,378 at 6%; with 50% employer match about $140,378 at 4% or $93,585 at 6%; with 100% employer match about $105,283 at 4% or $70,189 at 6%. |
| Edward G. Rohaly, M.D. Inc. Profit Sharing Plan | - | 3 | $53,106 | $22,110 | $7,370iApproximate average salary by contribution assumption: employee only about $184,250 at 4% or $122,833 at 6%; with 50% employer match about $122,833 at 4% or $81,889 at 6%; with 100% employer match about $92,125 at 4% or $61,417 at 6%. |