Charles D. Callery, M.D. Inc.
Plan context: Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust
EIN 33-0949663 • San Diego, CA • 31 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$4,457,182
2018 Contributions
$119,032
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2017 | 1 | 7 | $4,457,182 | $119,032 | $17,005iApproximate average salary by contribution assumption: employee only about $425,114 at 4% or $283,410 at 6%; with 50% employer match about $283,410 at 4% or $188,940 at 6%; with 100% employer match about $212,557 at 4% or $141,705 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 7 | $4,457,182 | $119,032 | $17,005iApproximate average salary by contribution assumption: employee only about $425,114 at 4% or $283,410 at 6%; with 50% employer match about $283,410 at 4% or $188,940 at 6%; with 100% employer match about $212,557 at 4% or $141,705 at 6%. |
| 2016 | 1 | 8 | $3,878,247 | $56,159 | $7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,748 at 4% or $58,499 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 8 | $3,878,247 | $56,159 | $7,020iApproximate average salary by contribution assumption: employee only about $175,497 at 4% or $116,998 at 6%; with 50% employer match about $116,998 at 4% or $77,999 at 6%; with 100% employer match about $87,748 at 4% or $58,499 at 6%. |
| 2015 | 2 | 10 | $3,624,961 | $3,520,230 | $352,023iApproximate average salary by contribution assumption: employee only about $8,800,575 at 4% or $5,867,050 at 6%; with 50% employer match about $5,867,050 at 4% or $3,911,367 at 6%; with 100% employer match about $4,400,288 at 4% or $2,933,525 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 10 | $3,624,961 | $3,429,494 | $342,949iApproximate average salary by contribution assumption: employee only about $8,573,735 at 4% or $5,715,823 at 6%; with 50% employer match about $5,715,823 at 4% or $3,810,549 at 6%; with 100% employer match about $4,286,868 at 4% or $2,857,912 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | $90,736 | - |
| 2014 | 2 | 9 | $3,549,082 | $82,481 | $9,165iApproximate average salary by contribution assumption: employee only about $229,114 at 4% or $152,743 at 6%; with 50% employer match about $152,743 at 4% or $101,828 at 6%; with 100% employer match about $114,557 at 4% or $76,371 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $3,303,136 | $3,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 9 | $245,946 | $79,481 | $8,831iApproximate average salary by contribution assumption: employee only about $220,781 at 4% or $147,187 at 6%; with 50% employer match about $147,187 at 4% or $98,125 at 6%; with 100% employer match about $110,390 at 4% or $73,594 at 6%. |
| 2013 | 2 | 6 | $3,265,786 | $65,953 | $10,992iApproximate average salary by contribution assumption: employee only about $274,804 at 4% or $183,203 at 6%; with 50% employer match about $183,203 at 4% or $122,135 at 6%; with 100% employer match about $137,402 at 4% or $91,601 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | $3,101,683 | - | - |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 6 | $164,103 | $65,953 | $10,992iApproximate average salary by contribution assumption: employee only about $274,804 at 4% or $183,203 at 6%; with 50% employer match about $183,203 at 4% or $122,135 at 6%; with 100% employer match about $137,402 at 4% or $91,601 at 6%. |
| 2012 | 2 | 6 | $2,805,496 | $125,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $2,719,114 | $125,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 6 | $86,382 | - | - |
| 2011 | 2 | 7 | $2,494,759 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $2,417,995 | $100,000 | $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%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 7 | $76,764 | - | - |
| 2010 | 2 | 9 | $2,289,291 | $200,000 | $22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $2,214,426 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 9 | $74,865 | - | - |
| 2009 | 2 | 5 | $1,915,242 | $807,620 | $161,524iApproximate average salary by contribution assumption: employee only about $4,038,100 at 4% or $2,692,067 at 6%; with 50% employer match about $2,692,067 at 4% or $1,794,711 at 6%; with 100% employer match about $2,019,050 at 4% or $1,346,033 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $1,845,171 | $807,620 | $161,524iApproximate average salary by contribution assumption: employee only about $4,038,100 at 4% or $2,692,067 at 6%; with 50% employer match about $2,692,067 at 4% or $1,794,711 at 6%; with 100% employer match about $2,019,050 at 4% or $1,346,033 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 2 | $70,071 | - | - |
| 2008 | 2 | 12 | $906,611 | $250,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $846,691 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 12 | $59,920 | - | - |
| 2007 | 2 | 10 | $838,147 | $45,910 | $4,591iApproximate average salary by contribution assumption: employee only about $114,775 at 4% or $76,517 at 6%; with 50% employer match about $76,517 at 4% or $51,011 at 6%; with 100% employer match about $57,388 at 4% or $38,258 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $767,251 | $45,910 | $7,652iApproximate average salary by contribution assumption: employee only about $191,292 at 4% or $127,528 at 6%; with 50% employer match about $127,528 at 4% or $85,019 at 6%; with 100% employer match about $95,646 at 4% or $63,764 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 10 | $70,896 | - | - |
| 2006 | 2 | 8 | $738,086 | $50,166 | $6,271iApproximate average salary by contribution assumption: employee only about $156,769 at 4% or $104,513 at 6%; with 50% employer match about $104,513 at 4% or $69,675 at 6%; with 100% employer match about $78,384 at 4% or $52,256 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $671,580 | $50,166 | $10,033iApproximate average salary by contribution assumption: employee only about $250,830 at 4% or $167,220 at 6%; with 50% employer match about $167,220 at 4% or $111,480 at 6%; with 100% employer match about $125,415 at 4% or $83,610 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 8 | $66,506 | - | - |
| 2005 | 2 | 8 | $624,323 | $104,548 | $13,069iApproximate average salary by contribution assumption: employee only about $326,713 at 4% or $217,808 at 6%; with 50% employer match about $217,808 at 4% or $145,206 at 6%; with 100% employer match about $163,356 at 4% or $108,904 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $562,971 | $104,548 | $17,425iApproximate average salary by contribution assumption: employee only about $435,617 at 4% or $290,411 at 6%; with 50% employer match about $290,411 at 4% or $193,607 at 6%; with 100% employer match about $217,808 at 4% or $145,206 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 8 | $61,352 | - | - |
| 2004 | 2 | 5 | $500,616 | $186,240 | $37,248iApproximate average salary by contribution assumption: employee only about $931,200 at 4% or $620,800 at 6%; with 50% employer match about $620,800 at 4% or $413,867 at 6%; with 100% employer match about $465,600 at 4% or $310,400 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 5 | $441,475 | $186,240 | $37,248iApproximate average salary by contribution assumption: employee only about $931,200 at 4% or $620,800 at 6%; with 50% employer match about $620,800 at 4% or $413,867 at 6%; with 100% employer match about $465,600 at 4% or $310,400 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 2 | $59,141 | - | - |
| 2003 | 2 | 6 | $298,743 | $189,198 | $31,533iApproximate average salary by contribution assumption: employee only about $788,325 at 4% or $525,550 at 6%; with 50% employer match about $525,550 at 4% or $350,367 at 6%; with 100% employer match about $394,163 at 4% or $262,775 at 6%. |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 6 | $241,401 | $189,198 | $31,533iApproximate average salary by contribution assumption: employee only about $788,325 at 4% or $525,550 at 6%; with 50% employer match about $525,550 at 4% or $350,367 at 6%; with 100% employer match about $394,163 at 4% or $262,775 at 6%. |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 2 | $57,342 | - | - |
| 2002 | 2 | 9 | $0 | $0 | - |
| CHARLES D. CALLERY, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 4 | - | - | - |
| Charles D. Callery, M.D. Inc. Profit Sharing Plan and Trust | - | 9 | - | - | - |