David F. Sonego, M.D. PC. & Assoc.
Plan context: David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust
EIN 36-3979081 • Mishawaka, IN • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,883,135
2024 Contributions
$13,500
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 | 1 | 5 | $2,883,135 | $13,500 | $2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $2,883,135 | $13,500 | $2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| 2023 | 1 | 5 | $3,001,600 | $24,076 | $4,815iApproximate average salary by contribution assumption: employee only about $120,380 at 4% or $80,253 at 6%; with 50% employer match about $80,253 at 4% or $53,502 at 6%; with 100% employer match about $60,190 at 4% or $40,127 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $3,001,600 | $24,076 | $4,815iApproximate average salary by contribution assumption: employee only about $120,380 at 4% or $80,253 at 6%; with 50% employer match about $80,253 at 4% or $53,502 at 6%; with 100% employer match about $60,190 at 4% or $40,127 at 6%. |
| 2022 | 1 | 5 | $2,749,081 | $21,500 | $4,300iApproximate average salary by contribution assumption: employee only about $107,500 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,750 at 4% or $35,833 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $2,749,081 | $21,500 | $4,300iApproximate average salary by contribution assumption: employee only about $107,500 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,750 at 4% or $35,833 at 6%. |
| 2021 | 1 | 4 | $3,125,102 | $16,978 | $4,245iApproximate average salary by contribution assumption: employee only about $106,113 at 4% or $70,742 at 6%; with 50% employer match about $70,742 at 4% or $47,161 at 6%; with 100% employer match about $53,056 at 4% or $35,371 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $3,125,102 | $16,978 | $4,245iApproximate average salary by contribution assumption: employee only about $106,113 at 4% or $70,742 at 6%; with 50% employer match about $70,742 at 4% or $47,161 at 6%; with 100% employer match about $53,056 at 4% or $35,371 at 6%. |
| 2020 | 1 | 4 | $2,564,199 | $8,084 | $2,021iApproximate average salary by contribution assumption: employee only about $50,525 at 4% or $33,683 at 6%; with 50% employer match about $33,683 at 4% or $22,456 at 6%; with 100% employer match about $25,263 at 4% or $16,842 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $2,564,199 | $8,084 | $2,021iApproximate average salary by contribution assumption: employee only about $50,525 at 4% or $33,683 at 6%; with 50% employer match about $33,683 at 4% or $22,456 at 6%; with 100% employer match about $25,263 at 4% or $16,842 at 6%. |
| 2019 | 1 | 6 | $2,306,688 | $6,193 | $1,032iApproximate average salary by contribution assumption: employee only about $25,804 at 4% or $17,203 at 6%; with 50% employer match about $17,203 at 4% or $11,469 at 6%; with 100% employer match about $12,902 at 4% or $8,601 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $2,306,688 | $6,193 | $1,032iApproximate average salary by contribution assumption: employee only about $25,804 at 4% or $17,203 at 6%; with 50% employer match about $17,203 at 4% or $11,469 at 6%; with 100% employer match about $12,902 at 4% or $8,601 at 6%. |
| 2018 | 1 | 6 | $1,957,315 | $8,199 | $1,367iApproximate average salary by contribution assumption: employee only about $34,163 at 4% or $22,775 at 6%; with 50% employer match about $22,775 at 4% or $15,183 at 6%; with 100% employer match about $17,081 at 4% or $11,388 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,957,315 | $8,199 | $1,367iApproximate average salary by contribution assumption: employee only about $34,163 at 4% or $22,775 at 6%; with 50% employer match about $22,775 at 4% or $15,183 at 6%; with 100% employer match about $17,081 at 4% or $11,388 at 6%. |
| 2017 | 1 | 6 | $1,986,679 | $8,199 | $1,367iApproximate average salary by contribution assumption: employee only about $34,163 at 4% or $22,775 at 6%; with 50% employer match about $22,775 at 4% or $15,183 at 6%; with 100% employer match about $17,081 at 4% or $11,388 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,986,679 | $8,199 | $1,367iApproximate average salary by contribution assumption: employee only about $34,163 at 4% or $22,775 at 6%; with 50% employer match about $22,775 at 4% or $15,183 at 6%; with 100% employer match about $17,081 at 4% or $11,388 at 6%. |
| 2016 | 1 | 6 | $1,798,435 | $1,000 | $167iApproximate average salary by contribution assumption: employee only about $4,167 at 4% or $2,778 at 6%; with 50% employer match about $2,778 at 4% or $1,852 at 6%; with 100% employer match about $2,083 at 4% or $1,389 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,798,435 | $1,000 | $167iApproximate average salary by contribution assumption: employee only about $4,167 at 4% or $2,778 at 6%; with 50% employer match about $2,778 at 4% or $1,852 at 6%; with 100% employer match about $2,083 at 4% or $1,389 at 6%. |
| 2015 | 1 | 6 | $1,729,635 | $15,304 | $2,551iApproximate average salary by contribution assumption: employee only about $63,767 at 4% or $42,511 at 6%; with 50% employer match about $42,511 at 4% or $28,341 at 6%; with 100% employer match about $31,883 at 4% or $21,256 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,729,635 | $15,304 | $2,551iApproximate average salary by contribution assumption: employee only about $63,767 at 4% or $42,511 at 6%; with 50% employer match about $42,511 at 4% or $28,341 at 6%; with 100% employer match about $31,883 at 4% or $21,256 at 6%. |
| 2014 | 1 | 6 | $1,699,726 | $15,826 | $2,638iApproximate average salary by contribution assumption: employee only about $65,942 at 4% or $43,961 at 6%; with 50% employer match about $43,961 at 4% or $29,307 at 6%; with 100% employer match about $32,971 at 4% or $21,981 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,699,726 | $15,826 | $2,638iApproximate average salary by contribution assumption: employee only about $65,942 at 4% or $43,961 at 6%; with 50% employer match about $43,961 at 4% or $29,307 at 6%; with 100% employer match about $32,971 at 4% or $21,981 at 6%. |
| 2013 | 1 | 6 | $1,588,372 | $14,466 | $2,411iApproximate average salary by contribution assumption: employee only about $60,275 at 4% or $40,183 at 6%; with 50% employer match about $40,183 at 4% or $26,789 at 6%; with 100% employer match about $30,138 at 4% or $20,092 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,588,372 | $14,466 | $2,411iApproximate average salary by contribution assumption: employee only about $60,275 at 4% or $40,183 at 6%; with 50% employer match about $40,183 at 4% or $26,789 at 6%; with 100% employer match about $30,138 at 4% or $20,092 at 6%. |
| 2012 | 1 | 4 | $1,367,293 | $14,568 | $3,642iApproximate average salary by contribution assumption: employee only about $91,050 at 4% or $60,700 at 6%; with 50% employer match about $60,700 at 4% or $40,467 at 6%; with 100% employer match about $45,525 at 4% or $30,350 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $1,367,293 | $14,568 | $3,642iApproximate average salary by contribution assumption: employee only about $91,050 at 4% or $60,700 at 6%; with 50% employer match about $60,700 at 4% or $40,467 at 6%; with 100% employer match about $45,525 at 4% or $30,350 at 6%. |
| 2011 | 1 | 4 | $1,281,993 | $9,798 | $2,450iApproximate average salary by contribution assumption: employee only about $61,238 at 4% or $40,825 at 6%; with 50% employer match about $40,825 at 4% or $27,217 at 6%; with 100% employer match about $30,619 at 4% or $20,413 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $1,281,993 | $9,798 | $2,450iApproximate average salary by contribution assumption: employee only about $61,238 at 4% or $40,825 at 6%; with 50% employer match about $40,825 at 4% or $27,217 at 6%; with 100% employer match about $30,619 at 4% or $20,413 at 6%. |
| 2010 | 1 | 5 | $1,321,756 | $7,896 | $1,579iApproximate average salary by contribution assumption: employee only about $39,480 at 4% or $26,320 at 6%; with 50% employer match about $26,320 at 4% or $17,547 at 6%; with 100% employer match about $19,740 at 4% or $13,160 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,321,756 | $7,896 | $1,579iApproximate average salary by contribution assumption: employee only about $39,480 at 4% or $26,320 at 6%; with 50% employer match about $26,320 at 4% or $17,547 at 6%; with 100% employer match about $19,740 at 4% or $13,160 at 6%. |
| 2009 | 1 | 5 | $1,240,974 | $8,438 | $1,688iApproximate average salary by contribution assumption: employee only about $42,190 at 4% or $28,127 at 6%; with 50% employer match about $28,127 at 4% or $18,751 at 6%; with 100% employer match about $21,095 at 4% or $14,063 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,240,974 | $8,438 | $1,688iApproximate average salary by contribution assumption: employee only about $42,190 at 4% or $28,127 at 6%; with 50% employer match about $28,127 at 4% or $18,751 at 6%; with 100% employer match about $21,095 at 4% or $14,063 at 6%. |
| 2008 | 1 | 5 | $1,107,145 | $8,447 | $1,689iApproximate average salary by contribution assumption: employee only about $42,235 at 4% or $28,157 at 6%; with 50% employer match about $28,157 at 4% or $18,771 at 6%; with 100% employer match about $21,118 at 4% or $14,078 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,107,145 | $8,447 | $1,689iApproximate average salary by contribution assumption: employee only about $42,235 at 4% or $28,157 at 6%; with 50% employer match about $28,157 at 4% or $18,771 at 6%; with 100% employer match about $21,118 at 4% or $14,078 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,274,305 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $1,274,305 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2005 | 1 | 5 | $1,090,032 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,090,032 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2004 | 1 | 5 | $1,014,704 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,014,704 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2003 | 1 | 4 | $913,791 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 4 | $913,791 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2002 | 2 | 3 | $748,594 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| David F. Sonego, M. D. 401(K) Profit Sharing Plan & Trust | - | 3 | $748,594 | $33,318 | $11,106iApproximate average salary by contribution assumption: employee only about $277,650 at 4% or $185,100 at 6%; with 50% employer match about $185,100 at 4% or $123,400 at 6%; with 100% employer match about $138,825 at 4% or $92,550 at 6%. |
| DAVID F. SONEGO, M.D. SELF-EMPLOYED MONEY PURCHASE PENSION PLAN | - | 0 | - | $6,682 | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| DAVID F. SONEGO, M.D. SELF-EMPLOYED MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |