David Grischkan MD Inc
Plan context: DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN
EIN 34-1309677 • Beachwood, OH • 42 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,525,732
2024 Contributions
$90,476
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 3 | $2,525,732 | $90,476 | $30,159iApproximate average salary by contribution assumption: employee only about $753,967 at 4% or $502,644 at 6%; with 50% employer match about $502,644 at 4% or $335,096 at 6%; with 100% employer match about $376,983 at 4% or $251,322 at 6%. |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $2,281,488 | - | - |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $243,868 | $73,300 | $24,433iApproximate average salary by contribution assumption: employee only about $610,833 at 4% or $407,222 at 6%; with 50% employer match about $407,222 at 4% or $271,481 at 6%; with 100% employer match about $305,417 at 4% or $203,611 at 6%. |
| DAVID GRISCHKAN MD INC SOCA BENEFIT PLAN | - | 2 | $376 | $17,176 | $8,588iApproximate average salary by contribution assumption: employee only about $214,700 at 4% or $143,133 at 6%; with 50% employer match about $143,133 at 4% or $95,422 at 6%; with 100% employer match about $107,350 at 4% or $71,567 at 6%. |
| 2023 | 4 | 3 | $2,505,353 | $269,296 | $89,765iApproximate average salary by contribution assumption: employee only about $2,244,133 at 4% or $1,496,089 at 6%; with 50% employer match about $1,496,089 at 4% or $997,393 at 6%; with 100% employer match about $1,122,067 at 4% or $748,044 at 6%. |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $2,334,574 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $170,540 | $54,709 | $18,236iApproximate average salary by contribution assumption: employee only about $455,908 at 4% or $303,939 at 6%; with 50% employer match about $303,939 at 4% or $202,626 at 6%; with 100% employer match about $227,954 at 4% or $151,969 at 6%. |
| DAVID GRISCHKAN MD INC SOCA BENEFIT PLAN | - | 2 | $239 | $14,587 | $7,294iApproximate average salary by contribution assumption: employee only about $182,338 at 4% or $121,558 at 6%; with 50% employer match about $121,558 at 4% or $81,039 at 6%; with 100% employer match about $91,169 at 4% or $60,779 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2022 | 3 | 3 | $3,550,576 | $612,962 | $204,321iApproximate average salary by contribution assumption: employee only about $5,108,017 at 4% or $3,405,344 at 6%; with 50% employer match about $3,405,344 at 4% or $2,270,230 at 6%; with 100% employer match about $2,554,008 at 4% or $1,702,672 at 6%. |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $2,180,410 | $590,000 | $196,667iApproximate average salary by contribution assumption: employee only about $4,916,667 at 4% or $3,277,778 at 6%; with 50% employer match about $3,277,778 at 4% or $2,185,185 at 6%; with 100% employer match about $2,458,333 at 4% or $1,638,889 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,254,634 | - | - |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $115,532 | $22,962 | $7,654iApproximate average salary by contribution assumption: employee only about $191,350 at 4% or $127,567 at 6%; with 50% employer match about $127,567 at 4% or $85,044 at 6%; with 100% employer match about $95,675 at 4% or $63,783 at 6%. |
| 2021 | 3 | 3 | $3,172,118 | $600,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $1,706,247 | $578,187 | $192,729iApproximate average salary by contribution assumption: employee only about $4,818,225 at 4% or $3,212,150 at 6%; with 50% employer match about $3,212,150 at 4% or $2,141,433 at 6%; with 100% employer match about $2,409,113 at 4% or $1,606,075 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,371,598 | - | - |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $94,273 | $21,813 | $7,271iApproximate average salary by contribution assumption: employee only about $181,775 at 4% or $121,183 at 6%; with 50% employer match about $121,183 at 4% or $80,789 at 6%; with 100% employer match about $90,888 at 4% or $60,592 at 6%. |
| 2020 | 3 | 3 | $2,648,829 | $333,132 | $111,044iApproximate average salary by contribution assumption: employee only about $2,776,100 at 4% or $1,850,733 at 6%; with 50% employer match about $1,850,733 at 4% or $1,233,822 at 6%; with 100% employer match about $1,388,050 at 4% or $925,367 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,356,015 | - | - |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $1,218,997 | $313,860 | $104,620iApproximate average salary by contribution assumption: employee only about $2,615,500 at 4% or $1,743,667 at 6%; with 50% employer match about $1,743,667 at 4% or $1,162,444 at 6%; with 100% employer match about $1,307,750 at 4% or $871,833 at 6%. |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $73,817 | $19,272 | $6,424iApproximate average salary by contribution assumption: employee only about $160,600 at 4% or $107,067 at 6%; with 50% employer match about $107,067 at 4% or $71,378 at 6%; with 100% employer match about $80,300 at 4% or $53,533 at 6%. |
| 2019 | 3 | 3 | $2,561,543 | $336,384 | $112,128iApproximate average salary by contribution assumption: employee only about $2,803,200 at 4% or $1,868,800 at 6%; with 50% employer match about $1,868,800 at 4% or $1,245,867 at 6%; with 100% employer match about $1,401,600 at 4% or $934,400 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,539,675 | - | - |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $967,364 | $318,625 | $106,208iApproximate average salary by contribution assumption: employee only about $2,655,208 at 4% or $1,770,139 at 6%; with 50% employer match about $1,770,139 at 4% or $1,180,093 at 6%; with 100% employer match about $1,327,604 at 4% or $885,069 at 6%. |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $54,504 | $17,759 | $5,920iApproximate average salary by contribution assumption: employee only about $147,992 at 4% or $98,661 at 6%; with 50% employer match about $98,661 at 4% or $65,774 at 6%; with 100% employer match about $73,996 at 4% or $49,331 at 6%. |
| 2018 | 3 | 3 | $2,295,172 | $382,789 | $127,596iApproximate average salary by contribution assumption: employee only about $3,189,908 at 4% or $2,126,606 at 6%; with 50% employer match about $2,126,606 at 4% or $1,417,737 at 6%; with 100% employer match about $1,594,954 at 4% or $1,063,303 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,572,080 | - | - |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $685,655 | $365,816 | $121,939iApproximate average salary by contribution assumption: employee only about $3,048,467 at 4% or $2,032,311 at 6%; with 50% employer match about $2,032,311 at 4% or $1,354,874 at 6%; with 100% employer match about $1,524,233 at 4% or $1,016,156 at 6%. |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $37,437 | $16,973 | $5,658iApproximate average salary by contribution assumption: employee only about $141,442 at 4% or $94,294 at 6%; with 50% employer match about $94,294 at 4% or $62,863 at 6%; with 100% employer match about $70,721 at 4% or $47,147 at 6%. |
| 2017 | 3 | 3 | $2,196,915 | $338,960 | $112,987iApproximate average salary by contribution assumption: employee only about $2,824,667 at 4% or $1,883,111 at 6%; with 50% employer match about $1,883,111 at 4% or $1,255,407 at 6%; with 100% employer match about $1,412,333 at 4% or $941,556 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,857,955 | - | - |
| DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $318,625 | $318,625 | $106,208iApproximate average salary by contribution assumption: employee only about $2,655,208 at 4% or $1,770,139 at 6%; with 50% employer match about $1,770,139 at 4% or $1,180,093 at 6%; with 100% employer match about $1,327,604 at 4% or $885,069 at 6%. |
| DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | - | 3 | $20,335 | $20,335 | $6,778iApproximate average salary by contribution assumption: employee only about $169,458 at 4% or $112,972 at 6%; with 50% employer match about $112,972 at 4% or $75,315 at 6%; with 100% employer match about $84,729 at 4% or $56,486 at 6%. |
| 2016 | 1 | 3 | $1,742,454 | $66,476 | $22,159iApproximate average salary by contribution assumption: employee only about $553,967 at 4% or $369,311 at 6%; with 50% employer match about $369,311 at 4% or $246,207 at 6%; with 100% employer match about $276,983 at 4% or $184,656 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,742,454 | $66,476 | $22,159iApproximate average salary by contribution assumption: employee only about $553,967 at 4% or $369,311 at 6%; with 50% employer match about $369,311 at 4% or $246,207 at 6%; with 100% employer match about $276,983 at 4% or $184,656 at 6%. |
| 2015 | 1 | 3 | $1,593,239 | $66,303 | $22,101iApproximate average salary by contribution assumption: employee only about $552,525 at 4% or $368,350 at 6%; with 50% employer match about $368,350 at 4% or $245,567 at 6%; with 100% employer match about $276,263 at 4% or $184,175 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,593,239 | $66,303 | $22,101iApproximate average salary by contribution assumption: employee only about $552,525 at 4% or $368,350 at 6%; with 50% employer match about $368,350 at 4% or $245,567 at 6%; with 100% employer match about $276,263 at 4% or $184,175 at 6%. |
| 2014 | 1 | 3 | $1,686,007 | $65,826 | $21,942iApproximate average salary by contribution assumption: employee only about $548,550 at 4% or $365,700 at 6%; with 50% employer match about $365,700 at 4% or $243,800 at 6%; with 100% employer match about $274,275 at 4% or $182,850 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $1,686,007 | $65,826 | $21,942iApproximate average salary by contribution assumption: employee only about $548,550 at 4% or $365,700 at 6%; with 50% employer match about $365,700 at 4% or $243,800 at 6%; with 100% employer match about $274,275 at 4% or $182,850 at 6%. |
| 2013 | 1 | 3 | $994,881 | $64,419 | $21,473iApproximate average salary by contribution assumption: employee only about $536,825 at 4% or $357,883 at 6%; with 50% employer match about $357,883 at 4% or $238,589 at 6%; with 100% employer match about $268,413 at 4% or $178,942 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $994,881 | $64,419 | $21,473iApproximate average salary by contribution assumption: employee only about $536,825 at 4% or $357,883 at 6%; with 50% employer match about $357,883 at 4% or $238,589 at 6%; with 100% employer match about $268,413 at 4% or $178,942 at 6%. |
| 2012 | 1 | 3 | $730,023 | $63,914 | $21,305iApproximate average salary by contribution assumption: employee only about $532,617 at 4% or $355,078 at 6%; with 50% employer match about $355,078 at 4% or $236,719 at 6%; with 100% employer match about $266,308 at 4% or $177,539 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $730,023 | $63,914 | $21,305iApproximate average salary by contribution assumption: employee only about $532,617 at 4% or $355,078 at 6%; with 50% employer match about $355,078 at 4% or $236,719 at 6%; with 100% employer match about $266,308 at 4% or $177,539 at 6%. |
| 2011 | 1 | 3 | $648,456 | $62,016 | $20,672iApproximate average salary by contribution assumption: employee only about $516,800 at 4% or $344,533 at 6%; with 50% employer match about $344,533 at 4% or $229,689 at 6%; with 100% employer match about $258,400 at 4% or $172,267 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $648,456 | $62,016 | $20,672iApproximate average salary by contribution assumption: employee only about $516,800 at 4% or $344,533 at 6%; with 50% employer match about $344,533 at 4% or $229,689 at 6%; with 100% employer match about $258,400 at 4% or $172,267 at 6%. |
| 2010 | 1 | 2 | $631,172 | $59,978 | $29,989iApproximate average salary by contribution assumption: employee only about $749,725 at 4% or $499,817 at 6%; with 50% employer match about $499,817 at 4% or $333,211 at 6%; with 100% employer match about $374,863 at 4% or $249,908 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 2 | $631,172 | $59,978 | $29,989iApproximate average salary by contribution assumption: employee only about $749,725 at 4% or $499,817 at 6%; with 50% employer match about $499,817 at 4% or $333,211 at 6%; with 100% employer match about $374,863 at 4% or $249,908 at 6%. |
| 2009 | 1 | 2 | $561,754 | $57,252 | $28,626iApproximate average salary by contribution assumption: employee only about $715,650 at 4% or $477,100 at 6%; with 50% employer match about $477,100 at 4% or $318,067 at 6%; with 100% employer match about $357,825 at 4% or $238,550 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 2 | $561,754 | $57,252 | $28,626iApproximate average salary by contribution assumption: employee only about $715,650 at 4% or $477,100 at 6%; with 50% employer match about $477,100 at 4% or $318,067 at 6%; with 100% employer match about $357,825 at 4% or $238,550 at 6%. |
| 2008 | 1 | 2 | $491,123 | $53,758 | $26,879iApproximate average salary by contribution assumption: employee only about $671,975 at 4% or $447,983 at 6%; with 50% employer match about $447,983 at 4% or $298,656 at 6%; with 100% employer match about $335,988 at 4% or $223,992 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 2 | $491,123 | $53,758 | $26,879iApproximate average salary by contribution assumption: employee only about $671,975 at 4% or $447,983 at 6%; with 50% employer match about $447,983 at 4% or $298,656 at 6%; with 100% employer match about $335,988 at 4% or $223,992 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $386,578 | $55,034 | $18,345iApproximate average salary by contribution assumption: employee only about $458,617 at 4% or $305,744 at 6%; with 50% employer match about $305,744 at 4% or $203,830 at 6%; with 100% employer match about $229,308 at 4% or $152,872 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $386,578 | $55,034 | $18,345iApproximate average salary by contribution assumption: employee only about $458,617 at 4% or $305,744 at 6%; with 50% employer match about $305,744 at 4% or $203,830 at 6%; with 100% employer match about $229,308 at 4% or $152,872 at 6%. |
| 2005 | 1 | 2 | $321,427 | $48,474 | $24,237iApproximate average salary by contribution assumption: employee only about $605,925 at 4% or $403,950 at 6%; with 50% employer match about $403,950 at 4% or $269,300 at 6%; with 100% employer match about $302,963 at 4% or $201,975 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 2 | $321,427 | $48,474 | $24,237iApproximate average salary by contribution assumption: employee only about $605,925 at 4% or $403,950 at 6%; with 50% employer match about $403,950 at 4% or $269,300 at 6%; with 100% employer match about $302,963 at 4% or $201,975 at 6%. |
| 2004 | 1 | 3 | $292,282 | $48,070 | $16,023iApproximate average salary by contribution assumption: employee only about $400,583 at 4% or $267,056 at 6%; with 50% employer match about $267,056 at 4% or $178,037 at 6%; with 100% employer match about $200,292 at 4% or $133,528 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $292,282 | $48,070 | $16,023iApproximate average salary by contribution assumption: employee only about $400,583 at 4% or $267,056 at 6%; with 50% employer match about $267,056 at 4% or $178,037 at 6%; with 100% employer match about $200,292 at 4% or $133,528 at 6%. |
| 2003 | 1 | 3 | $239,628 | $46,526 | $15,509iApproximate average salary by contribution assumption: employee only about $387,717 at 4% or $258,478 at 6%; with 50% employer match about $258,478 at 4% or $172,319 at 6%; with 100% employer match about $193,858 at 4% or $129,239 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $239,628 | $46,526 | $15,509iApproximate average salary by contribution assumption: employee only about $387,717 at 4% or $258,478 at 6%; with 50% employer match about $258,478 at 4% or $172,319 at 6%; with 100% employer match about $193,858 at 4% or $129,239 at 6%. |
| 2002 | 1 | 3 | $146,812 | $46,770 | $15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 3 | $146,812 | $46,770 | $15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2000 | 1 | 2 | $143,162 | $32,914 | $16,457iApproximate average salary by contribution assumption: employee only about $411,425 at 4% or $274,283 at 6%; with 50% employer match about $274,283 at 4% or $182,856 at 6%; with 100% employer match about $205,713 at 4% or $137,142 at 6%. |
| David Grischkan MD Inc Money Purchase Plan and Trust | - | 2 | $143,162 | $32,914 | $16,457iApproximate average salary by contribution assumption: employee only about $411,425 at 4% or $274,283 at 6%; with 50% employer match about $274,283 at 4% or $182,856 at 6%; with 100% employer match about $205,713 at 4% or $137,142 at 6%. |