Civic Intelligence

Fady N. Elias M.D. Inc.

Plan context: Fady N. Elias M.D. Inc. Defined Benefit Pension Plan

EIN 45-3655913 • Aliso Viejo, CA • 6 filings • 2 plans

31 Golf DriveAliso Viejo, CA 92656
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,584,531

2024 Contributions

$915,000

Historical Graphs

Total Assets Over Time

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

$4,584,531$2,292,266$0202020222024YearValue
$4,584,531Latest year 2024

Participants Over Time

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

320202020222024YearValue
3Latest year 2024

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
202423$4,584,531$915,000$305,000iApproximate average salary by contribution assumption: employee only about $7,625,000 at 4% or $5,083,333 at 6%; with 50% employer match about $5,083,333 at 4% or $3,388,889 at 6%; with 100% employer match about $3,812,500 at 4% or $2,541,667 at 6%.
Fady N. Elias M.D. Inc. Defined Benefit Pension Plan-3$3,737,885$850,000$283,333iApproximate average salary by contribution assumption: employee only about $7,083,333 at 4% or $4,722,222 at 6%; with 50% employer match about $4,722,222 at 4% or $3,148,148 at 6%; with 100% employer match about $3,541,667 at 4% or $2,361,111 at 6%.
FADY N ELIAS, M.D., INC. 401(K) PLAN-3$846,646$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
202313$640,216$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
FADY N ELIAS, M.D., INC. 401(K) PLAN-3$640,216$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
202213$419,708$59,886$19,962iApproximate average salary by contribution assumption: employee only about $499,050 at 4% or $332,700 at 6%; with 50% employer match about $332,700 at 4% or $221,800 at 6%; with 100% employer match about $249,525 at 4% or $166,350 at 6%.
FADY N ELIAS, M.D., INC. 401(K) PLAN-3$419,708$59,886$19,962iApproximate average salary by contribution assumption: employee only about $499,050 at 4% or $332,700 at 6%; with 50% employer match about $332,700 at 4% or $221,800 at 6%; with 100% employer match about $249,525 at 4% or $166,350 at 6%.
202112$596,713$30,686$15,343iApproximate average salary by contribution assumption: employee only about $383,575 at 4% or $255,717 at 6%; with 50% employer match about $255,717 at 4% or $170,478 at 6%; with 100% employer match about $191,788 at 4% or $127,858 at 6%.
FADY N ELIAS, M.D., INC. 401(K) PLAN-2$596,713$30,686$15,343iApproximate average salary by contribution assumption: employee only about $383,575 at 4% or $255,717 at 6%; with 50% employer match about $255,717 at 4% or $170,478 at 6%; with 100% employer match about $191,788 at 4% or $127,858 at 6%.
202012$500,298$24,900$12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%.
FADY N ELIAS, M.D., INC. 401(K) PLAN-2$500,298$24,900$12,450iApproximate average salary by contribution assumption: employee only about $311,250 at 4% or $207,500 at 6%; with 50% employer match about $207,500 at 4% or $138,333 at 6%; with 100% employer match about $155,625 at 4% or $103,750 at 6%.