Civic Intelligence

Joseph Nassir, M.D. Inc.

Plan context: JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN

EIN 33-0786516 • Huntington Beach, CA • 10 filings • 3 plans

17822 Beach Blvd #430Huntington Beach, CA 92647
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$802,151

2024 Contributions

$277,231

Historical Graphs

Total Assets Over Time

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

$802,151$401,076$0199920222024YearValue
$802,151Latest year 2024

Participants Over Time

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

530199920032024YearValue
5Latest year 2024

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
202425$802,151$277,231$55,446iApproximate average salary by contribution assumption: employee only about $1,386,155 at 4% or $924,103 at 6%; with 50% employer match about $924,103 at 4% or $616,069 at 6%; with 100% employer match about $693,078 at 4% or $462,052 at 6%.
JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN-4$751,236$261,735$65,434iApproximate average salary by contribution assumption: employee only about $1,635,844 at 4% or $1,090,563 at 6%; with 50% employer match about $1,090,563 at 4% or $727,042 at 6%; with 100% employer match about $817,922 at 4% or $545,281 at 6%.
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-5$50,915$15,496$3,099iApproximate average salary by contribution assumption: employee only about $77,480 at 4% or $51,653 at 6%; with 50% employer match about $51,653 at 4% or $34,436 at 6%; with 100% employer match about $38,740 at 4% or $25,827 at 6%.
202325$505,538$282,905$56,581iApproximate average salary by contribution assumption: employee only about $1,414,525 at 4% or $943,017 at 6%; with 50% employer match about $943,017 at 4% or $628,678 at 6%; with 100% employer match about $707,263 at 4% or $471,508 at 6%.
JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN-5$472,124$264,937$52,987iApproximate average salary by contribution assumption: employee only about $1,324,685 at 4% or $883,123 at 6%; with 50% employer match about $883,123 at 4% or $588,749 at 6%; with 100% employer match about $662,343 at 4% or $441,562 at 6%.
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-5$33,414$17,968$3,594iApproximate average salary by contribution assumption: employee only about $89,840 at 4% or $59,893 at 6%; with 50% employer match about $59,893 at 4% or $39,929 at 6%; with 100% employer match about $44,920 at 4% or $29,947 at 6%.
202225$199,473$199,473$39,895iApproximate average salary by contribution assumption: employee only about $997,365 at 4% or $664,910 at 6%; with 50% employer match about $664,910 at 4% or $443,273 at 6%; with 100% employer match about $498,683 at 4% or $332,455 at 6%.
JOSEPH NASSIR, MD, INC. CASH BALANCE PLAN-5$184,036$184,036$36,807iApproximate average salary by contribution assumption: employee only about $920,180 at 4% or $613,453 at 6%; with 50% employer match about $613,453 at 4% or $408,969 at 6%; with 100% employer match about $460,090 at 4% or $306,727 at 6%.
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-5$15,437$15,437$3,087iApproximate average salary by contribution assumption: employee only about $77,185 at 4% or $51,457 at 6%; with 50% employer match about $51,457 at 4% or $34,304 at 6%; with 100% employer match about $38,593 at 4% or $25,728 at 6%.
200312$89,815$0-
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-2$89,815--
200212$0$0-
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-2---
200112$67,044$28,449$14,225iApproximate average salary by contribution assumption: employee only about $355,613 at 4% or $237,075 at 6%; with 50% employer match about $237,075 at 4% or $158,050 at 6%; with 100% employer match about $177,806 at 4% or $118,538 at 6%.
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-2$67,044$28,449$14,225iApproximate average salary by contribution assumption: employee only about $355,613 at 4% or $237,075 at 6%; with 50% employer match about $237,075 at 4% or $158,050 at 6%; with 100% employer match about $177,806 at 4% or $118,538 at 6%.
199912$41,098$9,338$4,669iApproximate average salary by contribution assumption: employee only about $116,725 at 4% or $77,817 at 6%; with 50% employer match about $77,817 at 4% or $51,878 at 6%; with 100% employer match about $58,363 at 4% or $38,908 at 6%.
Joseph Nassir, M.D. Inc. Money Purchase Pension Plan-2$41,098$9,338$4,669iApproximate average salary by contribution assumption: employee only about $116,725 at 4% or $77,817 at 6%; with 50% employer match about $77,817 at 4% or $51,878 at 6%; with 100% employer match about $58,363 at 4% or $38,908 at 6%.