Civic Intelligence

Jose M. Roque, M.D.

Plan context: Jose M. Roque, M.D. Inc. Profit Sharing Plan

EIN 33-0835554 • Orange, CA • 23 filings • 3 plans

230 South Main Street, Suite 215Orange, CA 92868
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,561,025

2017 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,575,387$787,694$0199920082016YearValue
$1,561,025Latest year 2016

Participants Over Time

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

1160199920082016YearValue
3Latest year 2016

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
201710$0$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-0$0$0-
201613$1,561,025$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-3$1,561,025--
201514$1,451,182$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-4$1,451,182--
201414$1,575,387$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-4$1,575,387--
201316$1,508,199$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-6$1,508,199--
201216$1,353,014$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-6$1,353,014$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201116$1,173,004$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-6$1,173,004$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201015$1,154,672$109,629$21,926iApproximate average salary by contribution assumption: employee only about $548,145 at 4% or $365,430 at 6%; with 50% employer match about $365,430 at 4% or $243,620 at 6%; with 100% employer match about $274,073 at 4% or $182,715 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-5$1,154,672$109,629$21,926iApproximate average salary by contribution assumption: employee only about $548,145 at 4% or $365,430 at 6%; with 50% employer match about $365,430 at 4% or $243,620 at 6%; with 100% employer match about $274,073 at 4% or $182,715 at 6%.
200915$1,026,798$109,651$21,930iApproximate average salary by contribution assumption: employee only about $548,255 at 4% or $365,503 at 6%; with 50% employer match about $365,503 at 4% or $243,669 at 6%; with 100% employer match about $274,128 at 4% or $182,752 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-5$1,026,798$109,651$21,930iApproximate average salary by contribution assumption: employee only about $548,255 at 4% or $365,503 at 6%; with 50% employer match about $365,503 at 4% or $243,669 at 6%; with 100% employer match about $274,128 at 4% or $182,752 at 6%.
200816$826,417$111,101$18,517iApproximate average salary by contribution assumption: employee only about $462,921 at 4% or $308,614 at 6%; with 50% employer match about $308,614 at 4% or $205,743 at 6%; with 100% employer match about $231,460 at 4% or $154,307 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-6$826,417$111,101$18,517iApproximate average salary by contribution assumption: employee only about $462,921 at 4% or $308,614 at 6%; with 50% employer match about $308,614 at 4% or $205,743 at 6%; with 100% employer match about $231,460 at 4% or $154,307 at 6%.
200716$817,869$106,971$17,829iApproximate average salary by contribution assumption: employee only about $445,713 at 4% or $297,142 at 6%; with 50% employer match about $297,142 at 4% or $198,094 at 6%; with 100% employer match about $222,856 at 4% or $148,571 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-6$817,869$106,971$17,829iApproximate average salary by contribution assumption: employee only about $445,713 at 4% or $297,142 at 6%; with 50% employer match about $297,142 at 4% or $198,094 at 6%; with 100% employer match about $222,856 at 4% or $148,571 at 6%.
200615$655,767$102,530$20,506iApproximate average salary by contribution assumption: employee only about $512,650 at 4% or $341,767 at 6%; with 50% employer match about $341,767 at 4% or $227,844 at 6%; with 100% employer match about $256,325 at 4% or $170,883 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-5$655,767$102,530$20,506iApproximate average salary by contribution assumption: employee only about $512,650 at 4% or $341,767 at 6%; with 50% employer match about $341,767 at 4% or $227,844 at 6%; with 100% employer match about $256,325 at 4% or $170,883 at 6%.
200513$503,913$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-3$503,913$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200413$444,722$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-3$444,722--
2003111$417,836$99,473$9,043iApproximate average salary by contribution assumption: employee only about $226,075 at 4% or $150,717 at 6%; with 50% employer match about $150,717 at 4% or $100,478 at 6%; with 100% employer match about $113,038 at 4% or $75,358 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-11$417,836$99,473$9,043iApproximate average salary by contribution assumption: employee only about $226,075 at 4% or $150,717 at 6%; with 50% employer match about $150,717 at 4% or $100,478 at 6%; with 100% employer match about $113,038 at 4% or $75,358 at 6%.
2002210$272,762$98,454$9,845iApproximate average salary by contribution assumption: employee only about $246,135 at 4% or $164,090 at 6%; with 50% employer match about $164,090 at 4% or $109,393 at 6%; with 100% employer match about $123,068 at 4% or $82,045 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-10$272,762$98,454$9,845iApproximate average salary by contribution assumption: employee only about $246,135 at 4% or $164,090 at 6%; with 50% employer match about $164,090 at 4% or $109,393 at 6%; with 100% employer match about $123,068 at 4% or $82,045 at 6%.
Jose M. Roque, M.D. Inc. Money Purchase Plan-0---
200128$0$0-
Jose M. Roque, M.D. Inc. Profit Sharing Plan-8---
Jose M. Roque, M.D. Inc. Money Purchase Plan-8---
200028$69,075$46,438$5,805iApproximate average salary by contribution assumption: employee only about $145,119 at 4% or $96,746 at 6%; with 50% employer match about $96,746 at 4% or $64,497 at 6%; with 100% employer match about $72,559 at 4% or $48,373 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-8$69,075$46,438$5,805iApproximate average salary by contribution assumption: employee only about $145,119 at 4% or $96,746 at 6%; with 50% employer match about $96,746 at 4% or $64,497 at 6%; with 100% employer match about $72,559 at 4% or $48,373 at 6%.
Jose M. Roque, M.D. Inc. Money Purchase Plan-8---
199927$68,953$68,953$9,850iApproximate average salary by contribution assumption: employee only about $246,261 at 4% or $164,174 at 6%; with 50% employer match about $164,174 at 4% or $109,449 at 6%; with 100% employer match about $123,130 at 4% or $82,087 at 6%.
Jose M. Roque, M.D. Inc. Money Purchase Plan-7$38,636$38,636$5,519iApproximate average salary by contribution assumption: employee only about $137,986 at 4% or $91,990 at 6%; with 50% employer match about $91,990 at 4% or $61,327 at 6%; with 100% employer match about $68,993 at 4% or $45,995 at 6%.
Jose M. Roque, M.D. Inc. Profit Sharing Plan-7$30,317$30,317$4,331iApproximate average salary by contribution assumption: employee only about $108,275 at 4% or $72,183 at 6%; with 50% employer match about $72,183 at 4% or $48,122 at 6%; with 100% employer match about $54,138 at 4% or $36,092 at 6%.