Civic Intelligence

Karim Moshref, MD PC

Plan context: Karim Moshref, MD PC Cash Balance Plan

EIN 35-2111741 • Fort Wayne, IN • 34 filings • 8 plans

2110 Lower Huntington RoadFort Wayne, IN 46819
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$4,524,845

2023 Contributions

$462,200

Historical Graphs

Total Assets Over Time

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

$4,524,845$2,262,423$0200120132023YearValue
$4,524,845Latest year 2023

Participants Over Time

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

320200120122023YearValue
2Latest year 2023

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
202322$4,524,845$462,200$231,100iApproximate average salary by contribution assumption: employee only about $5,777,500 at 4% or $3,851,667 at 6%; with 50% employer match about $3,851,667 at 4% or $2,567,778 at 6%; with 100% employer match about $2,888,750 at 4% or $1,925,833 at 6%.
Karim Moshref, MD PC Cash Balance Plan-2$3,198,977$380,000$190,000iApproximate average salary by contribution assumption: employee only about $4,750,000 at 4% or $3,166,667 at 6%; with 50% employer match about $3,166,667 at 4% or $2,111,111 at 6%; with 100% employer match about $2,375,000 at 4% or $1,583,333 at 6%.
Karim Moshref, MD PC 401(K) Plan-2$1,325,868$82,200$41,100iApproximate average salary by contribution assumption: employee only about $1,027,500 at 4% or $685,000 at 6%; with 50% employer match about $685,000 at 4% or $456,667 at 6%; with 100% employer match about $513,750 at 4% or $342,500 at 6%.
202223$3,733,246$664,640$221,547iApproximate average salary by contribution assumption: employee only about $5,538,667 at 4% or $3,692,444 at 6%; with 50% employer match about $3,692,444 at 4% or $2,461,630 at 6%; with 100% employer match about $2,769,333 at 4% or $1,846,222 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$2,615,740$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%.
Karim Moshref, MD PC 401(K) Plan-2$1,117,506$74,640$37,320iApproximate average salary by contribution assumption: employee only about $933,000 at 4% or $622,000 at 6%; with 50% employer match about $622,000 at 4% or $414,667 at 6%; with 100% employer match about $466,500 at 4% or $311,000 at 6%.
202123$3,676,677$393,590$131,197iApproximate average salary by contribution assumption: employee only about $3,279,917 at 4% or $2,186,611 at 6%; with 50% employer match about $2,186,611 at 4% or $1,457,741 at 6%; with 100% employer match about $1,639,958 at 4% or $1,093,306 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$2,450,031$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
Karim Moshref, MD PC 401(K) Plan-2$1,226,646$73,590$36,795iApproximate average salary by contribution assumption: employee only about $919,875 at 4% or $613,250 at 6%; with 50% employer match about $613,250 at 4% or $408,833 at 6%; with 100% employer match about $459,938 at 4% or $306,625 at 6%.
202023$3,015,685$383,604$127,868iApproximate average salary by contribution assumption: employee only about $3,196,700 at 4% or $2,131,133 at 6%; with 50% employer match about $2,131,133 at 4% or $1,420,756 at 6%; with 100% employer match about $1,598,350 at 4% or $1,065,567 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$1,936,907$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Karim Moshref, MD PC 401(K) Plan-2$1,078,778$83,604$41,802iApproximate average salary by contribution assumption: employee only about $1,045,050 at 4% or $696,700 at 6%; with 50% employer match about $696,700 at 4% or $464,467 at 6%; with 100% employer match about $522,525 at 4% or $348,350 at 6%.
201923$2,360,670$340,665$113,555iApproximate average salary by contribution assumption: employee only about $2,838,875 at 4% or $1,892,583 at 6%; with 50% employer match about $1,892,583 at 4% or $1,261,722 at 6%; with 100% employer match about $1,419,438 at 4% or $946,292 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$1,467,100$270,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Karim Moshref, MD PC 401(K) Plan-3$893,570$70,665$23,555iApproximate average salary by contribution assumption: employee only about $588,875 at 4% or $392,583 at 6%; with 50% employer match about $392,583 at 4% or $261,722 at 6%; with 100% employer match about $294,438 at 4% or $196,292 at 6%.
201823$1,761,297$336,102$112,034iApproximate average salary by contribution assumption: employee only about $2,800,850 at 4% or $1,867,233 at 6%; with 50% employer match about $1,867,233 at 4% or $1,244,822 at 6%; with 100% employer match about $1,400,425 at 4% or $933,617 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$1,049,079$270,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Karim Moshref, MD PC 401(K) Plan-3$712,218$66,102$22,034iApproximate average salary by contribution assumption: employee only about $550,850 at 4% or $367,233 at 6%; with 50% employer match about $367,233 at 4% or $244,822 at 6%; with 100% employer match about $275,425 at 4% or $183,617 at 6%.
201723$1,568,901$397,073$132,358iApproximate average salary by contribution assumption: employee only about $3,308,942 at 4% or $2,205,961 at 6%; with 50% employer match about $2,205,961 at 4% or $1,470,641 at 6%; with 100% employer match about $1,654,471 at 4% or $1,102,981 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$856,312$333,000$111,000iApproximate average salary by contribution assumption: employee only about $2,775,000 at 4% or $1,850,000 at 6%; with 50% employer match about $1,850,000 at 4% or $1,233,333 at 6%; with 100% employer match about $1,387,500 at 4% or $925,000 at 6%.
Karim Moshref, MD PC 401(K) Plan-3$712,589$64,073$21,358iApproximate average salary by contribution assumption: employee only about $533,942 at 4% or $355,961 at 6%; with 50% employer match about $355,961 at 4% or $237,307 at 6%; with 100% employer match about $266,971 at 4% or $177,981 at 6%.
201633$1,665,490$324,400$108,133iApproximate average salary by contribution assumption: employee only about $2,703,333 at 4% or $1,802,222 at 6%; with 50% employer match about $1,802,222 at 4% or $1,201,481 at 6%; with 100% employer match about $1,351,667 at 4% or $901,111 at 6%.
Karim Moshref, MD PC 401(K) Plan-3$1,198,835$59,400$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$466,655$265,000$88,333iApproximate average salary by contribution assumption: employee only about $2,208,333 at 4% or $1,472,222 at 6%; with 50% employer match about $1,472,222 at 4% or $981,481 at 6%; with 100% employer match about $1,104,167 at 4% or $736,111 at 6%.
Karim Moshref, MD Profit Sharing Plan-0$0$0-
201533$1,270,414$235,750$78,583iApproximate average salary by contribution assumption: employee only about $1,964,583 at 4% or $1,309,722 at 6%; with 50% employer match about $1,309,722 at 4% or $873,148 at 6%; with 100% employer match about $982,292 at 4% or $654,861 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$1,083,449$48,750$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Karim Moshref, MD PC Cash Balance Plan-3$180,500$180,500$60,167iApproximate average salary by contribution assumption: employee only about $1,504,167 at 4% or $1,002,778 at 6%; with 50% employer match about $1,002,778 at 4% or $668,519 at 6%; with 100% employer match about $752,083 at 4% or $501,389 at 6%.
Karim Moshref, MD PC 401(K) Plan-3$6,465$6,500$2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%.
201413$1,048,278$24,890$8,297iApproximate average salary by contribution assumption: employee only about $207,417 at 4% or $138,278 at 6%; with 50% employer match about $138,278 at 4% or $92,185 at 6%; with 100% employer match about $103,708 at 4% or $69,139 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$1,048,278$24,890$8,297iApproximate average salary by contribution assumption: employee only about $207,417 at 4% or $138,278 at 6%; with 50% employer match about $138,278 at 4% or $92,185 at 6%; with 100% employer match about $103,708 at 4% or $69,139 at 6%.
201313$965,649$65,545$21,848iApproximate average salary by contribution assumption: employee only about $546,208 at 4% or $364,139 at 6%; with 50% employer match about $364,139 at 4% or $242,759 at 6%; with 100% employer match about $273,104 at 4% or $182,069 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$965,649$65,545$21,848iApproximate average salary by contribution assumption: employee only about $546,208 at 4% or $364,139 at 6%; with 50% employer match about $364,139 at 4% or $242,759 at 6%; with 100% employer match about $273,104 at 4% or $182,069 at 6%.
201213$695,004$64,287$21,429iApproximate average salary by contribution assumption: employee only about $535,725 at 4% or $357,150 at 6%; with 50% employer match about $357,150 at 4% or $238,100 at 6%; with 100% employer match about $267,863 at 4% or $178,575 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$695,004$64,287$21,429iApproximate average salary by contribution assumption: employee only about $535,725 at 4% or $357,150 at 6%; with 50% employer match about $357,150 at 4% or $238,100 at 6%; with 100% employer match about $267,863 at 4% or $178,575 at 6%.
201113$562,863$63,697$21,232iApproximate average salary by contribution assumption: employee only about $530,808 at 4% or $353,872 at 6%; with 50% employer match about $353,872 at 4% or $235,915 at 6%; with 100% employer match about $265,404 at 4% or $176,936 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$562,863$63,697$21,232iApproximate average salary by contribution assumption: employee only about $530,808 at 4% or $353,872 at 6%; with 50% employer match about $353,872 at 4% or $235,915 at 6%; with 100% employer match about $265,404 at 4% or $176,936 at 6%.
201013$514,852$61,938$20,646iApproximate average salary by contribution assumption: employee only about $516,150 at 4% or $344,100 at 6%; with 50% employer match about $344,100 at 4% or $229,400 at 6%; with 100% employer match about $258,075 at 4% or $172,050 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$514,852$61,938$20,646iApproximate average salary by contribution assumption: employee only about $516,150 at 4% or $344,100 at 6%; with 50% employer match about $344,100 at 4% or $229,400 at 6%; with 100% employer match about $258,075 at 4% or $172,050 at 6%.
200913$406,346$60,718$20,239iApproximate average salary by contribution assumption: employee only about $505,983 at 4% or $337,322 at 6%; with 50% employer match about $337,322 at 4% or $224,881 at 6%; with 100% employer match about $252,992 at 4% or $168,661 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$406,346$60,718$20,239iApproximate average salary by contribution assumption: employee only about $505,983 at 4% or $337,322 at 6%; with 50% employer match about $337,322 at 4% or $224,881 at 6%; with 100% employer match about $252,992 at 4% or $168,661 at 6%.
200813$270,107$57,927$19,309iApproximate average salary by contribution assumption: employee only about $482,725 at 4% or $321,817 at 6%; with 50% employer match about $321,817 at 4% or $214,544 at 6%; with 100% employer match about $241,363 at 4% or $160,908 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$270,107$57,927$19,309iApproximate average salary by contribution assumption: employee only about $482,725 at 4% or $321,817 at 6%; with 50% employer match about $321,817 at 4% or $214,544 at 6%; with 100% employer match about $241,363 at 4% or $160,908 at 6%.
200713$0$0-
Karim Moshref, MD Profit Sharing Plan-3---
200613$319,043$52,222$17,407iApproximate average salary by contribution assumption: employee only about $435,183 at 4% or $290,122 at 6%; with 50% employer match about $290,122 at 4% or $193,415 at 6%; with 100% employer match about $217,592 at 4% or $145,061 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$319,043$52,222$17,407iApproximate average salary by contribution assumption: employee only about $435,183 at 4% or $290,122 at 6%; with 50% employer match about $290,122 at 4% or $193,415 at 6%; with 100% employer match about $217,592 at 4% or $145,061 at 6%.
200513$244,286$44,402$14,801iApproximate average salary by contribution assumption: employee only about $370,017 at 4% or $246,678 at 6%; with 50% employer match about $246,678 at 4% or $164,452 at 6%; with 100% employer match about $185,008 at 4% or $123,339 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$244,286$44,402$14,801iApproximate average salary by contribution assumption: employee only about $370,017 at 4% or $246,678 at 6%; with 50% employer match about $246,678 at 4% or $164,452 at 6%; with 100% employer match about $185,008 at 4% or $123,339 at 6%.
200413$186,462$46,261$15,420iApproximate average salary by contribution assumption: employee only about $385,508 at 4% or $257,006 at 6%; with 50% employer match about $257,006 at 4% or $171,337 at 6%; with 100% employer match about $192,754 at 4% or $128,503 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$186,462$46,261$15,420iApproximate average salary by contribution assumption: employee only about $385,508 at 4% or $257,006 at 6%; with 50% employer match about $257,006 at 4% or $171,337 at 6%; with 100% employer match about $192,754 at 4% or $128,503 at 6%.
200313$124,461$44,099$14,700iApproximate average salary by contribution assumption: employee only about $367,492 at 4% or $244,994 at 6%; with 50% employer match about $244,994 at 4% or $163,330 at 6%; with 100% employer match about $183,746 at 4% or $122,497 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$124,461$44,099$14,700iApproximate average salary by contribution assumption: employee only about $367,492 at 4% or $244,994 at 6%; with 50% employer match about $244,994 at 4% or $163,330 at 6%; with 100% employer match about $183,746 at 4% or $122,497 at 6%.
200213$57,580$35,891$11,964iApproximate average salary by contribution assumption: employee only about $299,092 at 4% or $199,394 at 6%; with 50% employer match about $199,394 at 4% or $132,930 at 6%; with 100% employer match about $149,546 at 4% or $99,697 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$57,580$35,891$11,964iApproximate average salary by contribution assumption: employee only about $299,092 at 4% or $199,394 at 6%; with 50% employer match about $199,394 at 4% or $132,930 at 6%; with 100% employer match about $149,546 at 4% or $99,697 at 6%.
200113$30,244$30,245$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.
Karim Moshref, MD Profit Sharing Plan-3$30,244$30,245$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.