Civic Intelligence

Antonio Pena, M.D., P.A.

Plan context: Medical Associates Profit Sharing Plan

EIN 42-1541603 • Portland, OR • 10 filings • 1 plans

5050 NE Hoyt, Suite 203Portland, OR 97213
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$184,427

2018 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$184,427$92,214$0200920132017YearValue
$184,427Latest year 2017

Participants Over Time

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

630200920132017YearValue
2Latest year 2017

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
201810$0$0-
Medical Associates Profit Sharing Plan-0$0$0-
201712$184,427$0-
Medical Associates Profit Sharing Plan-2$184,427$0-
201612$174,317$0-
Medical Associates Profit Sharing Plan-2$174,317--
201515$166,505$0-
Medical Associates Profit Sharing Plan-5$166,505$0-
201415$159,985$0-
Medical Associates Profit Sharing Plan-5$159,985$0-
201315$161,625$0-
Medical Associates Profit Sharing Plan-5$161,625$0-
201216$150,553$0-
Medical Associates Profit Sharing Plan-6$150,553$0-
201116$138,658$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
Medical Associates Profit Sharing Plan-6$138,658$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
201016$145,049$68,304$11,384iApproximate average salary by contribution assumption: employee only about $284,600 at 4% or $189,733 at 6%; with 50% employer match about $189,733 at 4% or $126,489 at 6%; with 100% employer match about $142,300 at 4% or $94,867 at 6%.
Medical Associates Profit Sharing Plan-6$145,049$68,304$11,384iApproximate average salary by contribution assumption: employee only about $284,600 at 4% or $189,733 at 6%; with 50% employer match about $189,733 at 4% or $126,489 at 6%; with 100% employer match about $142,300 at 4% or $94,867 at 6%.
200914$70,019$70,019$17,505iApproximate average salary by contribution assumption: employee only about $437,619 at 4% or $291,746 at 6%; with 50% employer match about $291,746 at 4% or $194,497 at 6%; with 100% employer match about $218,809 at 4% or $145,873 at 6%.
Medical Associates Profit Sharing Plan-4$70,019$70,019$17,505iApproximate average salary by contribution assumption: employee only about $437,619 at 4% or $291,746 at 6%; with 50% employer match about $291,746 at 4% or $194,497 at 6%; with 100% employer match about $218,809 at 4% or $145,873 at 6%.