Civic Intelligence

Juan M. Velez, MD Inc.

Plan context: Juan M. Velez, MD Profit Sharing Plan

EIN 33-0980917 • Orange, CA • 7 filings • 1 plans

805 W LA Veta Ave Ste 101Orange, CA 92868-3928
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$356,730

2016 Contributions

$67,903

Historical Graphs

Total Assets Over Time

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

$362,190$181,095$0201020132015YearValue
$356,730Latest year 2015

Participants Over Time

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

840201020132015YearValue
8Latest year 2015

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
201610$0$0-
Juan M. Velez, MD Profit Sharing Plan-0$0--
201518$356,730$0-
Juan M. Velez, MD Profit Sharing Plan-8$356,730$0-
201418$362,190$67,903$8,488iApproximate average salary by contribution assumption: employee only about $212,197 at 4% or $141,465 at 6%; with 50% employer match about $141,465 at 4% or $94,310 at 6%; with 100% employer match about $106,098 at 4% or $70,732 at 6%.
Juan M. Velez, MD Profit Sharing Plan-8$362,190$67,903$8,488iApproximate average salary by contribution assumption: employee only about $212,197 at 4% or $141,465 at 6%; with 50% employer match about $141,465 at 4% or $94,310 at 6%; with 100% employer match about $106,098 at 4% or $70,732 at 6%.
201318$284,415$68,335$8,542iApproximate average salary by contribution assumption: employee only about $213,547 at 4% or $142,365 at 6%; with 50% employer match about $142,365 at 4% or $94,910 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%.
Juan M. Velez, MD Profit Sharing Plan-8$284,415$68,335$8,542iApproximate average salary by contribution assumption: employee only about $213,547 at 4% or $142,365 at 6%; with 50% employer match about $142,365 at 4% or $94,910 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%.
201218$196,427$67,303$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,215 at 6%; with 50% employer match about $140,215 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
Juan M. Velez, MD Profit Sharing Plan-8$196,427$67,303$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,215 at 6%; with 50% employer match about $140,215 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
201118$120,511$66,325$8,291iApproximate average salary by contribution assumption: employee only about $207,266 at 4% or $138,177 at 6%; with 50% employer match about $138,177 at 4% or $92,118 at 6%; with 100% employer match about $103,633 at 4% or $69,089 at 6%.
Juan M. Velez, MD Profit Sharing Plan-8$120,511$66,325$8,291iApproximate average salary by contribution assumption: employee only about $207,266 at 4% or $138,177 at 6%; with 50% employer match about $138,177 at 4% or $92,118 at 6%; with 100% employer match about $103,633 at 4% or $69,089 at 6%.
201018$62,847$62,847$7,856iApproximate average salary by contribution assumption: employee only about $196,397 at 4% or $130,931 at 6%; with 50% employer match about $130,931 at 4% or $87,288 at 6%; with 100% employer match about $98,198 at 4% or $65,466 at 6%.
Juan M. Velez, MD Profit Sharing Plan-8$62,847$62,847$7,856iApproximate average salary by contribution assumption: employee only about $196,397 at 4% or $130,931 at 6%; with 50% employer match about $130,931 at 4% or $87,288 at 6%; with 100% employer match about $98,198 at 4% or $65,466 at 6%.