Civic Intelligence

Mark Newman, M.D. Inc.

Plan context: Mark Newman, M.D. Inc. Defined Benefit Plan

EIN 33-0941916 • Newport Beach, CA • 22 filings • 1 plans

351 Hospital Road, Suite 309Newport Beach, CA 92663
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,988,603

2024 Contributions

$125,000

Historical Graphs

Total Assets Over Time

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

$2,988,603$1,494,302$0200320152024YearValue
$2,988,603Latest year 2024

Participants Over Time

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

420200320142024YearValue
1Latest 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
202411$2,988,603$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-1$2,988,603$0-
202313$2,438,489$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$2,438,489$0-
202213$2,019,063$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$2,019,063$0-
202113$2,616,681$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$2,616,681$0-
202013$2,230,527$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$2,230,527$0-
201913$1,636,047$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$1,636,047$0-
201813$1,125,635$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$1,125,635$0-
201713$1,150,388$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$1,150,388$0-
201613$1,018,715$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$1,018,715$0-
201513$928,994$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3$928,994$0-
201413$955,186$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$955,186$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201313$759,634$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$759,634$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201213$612,467$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$612,467$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201113$512,231$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$512,231$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201013$468,388$30,500$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$468,388$30,500$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
200913$380,888$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-3$380,888$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200814$0$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-4---
200713$0$0-
Mark Newman, M.D. Inc. Defined Benefit Plan-3---
200612$513,219$87,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-2$513,219$87,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
200514$386,272$120,000$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%.
Mark Newman, M.D. Inc. Defined Benefit Plan-4$386,272$120,000$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%.
200414$265,030$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-4$265,030$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200314$130,183$130,183$32,546iApproximate average salary by contribution assumption: employee only about $813,644 at 4% or $542,429 at 6%; with 50% employer match about $542,429 at 4% or $361,619 at 6%; with 100% employer match about $406,822 at 4% or $271,215 at 6%.
Mark Newman, M.D. Inc. Defined Benefit Plan-4$130,183$130,183$32,546iApproximate average salary by contribution assumption: employee only about $813,644 at 4% or $542,429 at 6%; with 50% employer match about $542,429 at 4% or $361,619 at 6%; with 100% employer match about $406,822 at 4% or $271,215 at 6%.