Civic Intelligence

Joseph Caperna MD Apc

Plan context: Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust

EIN 46-2374028 • San Diego, CA • 11 filings • 2 plans

2333 1st Ave Ste 104San Diego, CA 92101-1538
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$725,492

2024 Contributions

$37,351

Historical Graphs

Total Assets Over Time

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

$725,492$362,746$0201420192024YearValue
$725,492Latest year 2024

Participants Over Time

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

840201420192024YearValue
7Latest 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
202417$725,492$37,351$5,336iApproximate average salary by contribution assumption: employee only about $133,396 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,465 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-7$725,492$37,351$5,336iApproximate average salary by contribution assumption: employee only about $133,396 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,465 at 6%.
202316$626,702$64,331$10,722iApproximate average salary by contribution assumption: employee only about $268,046 at 4% or $178,697 at 6%; with 50% employer match about $178,697 at 4% or $119,131 at 6%; with 100% employer match about $134,023 at 4% or $89,349 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-6$626,702$64,331$10,722iApproximate average salary by contribution assumption: employee only about $268,046 at 4% or $178,697 at 6%; with 50% employer match about $178,697 at 4% or $119,131 at 6%; with 100% employer match about $134,023 at 4% or $89,349 at 6%.
202216$494,707$51,014$8,502iApproximate average salary by contribution assumption: employee only about $212,558 at 4% or $141,706 at 6%; with 50% employer match about $141,706 at 4% or $94,470 at 6%; with 100% employer match about $106,279 at 4% or $70,853 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-6$494,707$51,014$8,502iApproximate average salary by contribution assumption: employee only about $212,558 at 4% or $141,706 at 6%; with 50% employer match about $141,706 at 4% or $94,470 at 6%; with 100% employer match about $106,279 at 4% or $70,853 at 6%.
202118$567,124$27,602$3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-8$567,124$27,602$3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%.
202017$504,149$116,611$16,659iApproximate average salary by contribution assumption: employee only about $416,468 at 4% or $277,645 at 6%; with 50% employer match about $277,645 at 4% or $185,097 at 6%; with 100% employer match about $208,234 at 4% or $138,823 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-7$504,149$116,611$16,659iApproximate average salary by contribution assumption: employee only about $416,468 at 4% or $277,645 at 6%; with 50% employer match about $277,645 at 4% or $185,097 at 6%; with 100% employer match about $208,234 at 4% or $138,823 at 6%.
201918$402,887$91,079$11,385iApproximate average salary by contribution assumption: employee only about $284,622 at 4% or $189,748 at 6%; with 50% employer match about $189,748 at 4% or $126,499 at 6%; with 100% employer match about $142,311 at 4% or $94,874 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-8$402,887$91,079$11,385iApproximate average salary by contribution assumption: employee only about $284,622 at 4% or $189,748 at 6%; with 50% employer match about $189,748 at 4% or $126,499 at 6%; with 100% employer match about $142,311 at 4% or $94,874 at 6%.
201817$279,040$85,525$12,218iApproximate average salary by contribution assumption: employee only about $305,446 at 4% or $203,631 at 6%; with 50% employer match about $203,631 at 4% or $135,754 at 6%; with 100% employer match about $152,723 at 4% or $101,815 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-7$279,040$85,525$12,218iApproximate average salary by contribution assumption: employee only about $305,446 at 4% or $203,631 at 6%; with 50% employer match about $203,631 at 4% or $135,754 at 6%; with 100% employer match about $152,723 at 4% or $101,815 at 6%.
201715$215,805$59,125$11,825iApproximate average salary by contribution assumption: employee only about $295,625 at 4% or $197,083 at 6%; with 50% employer match about $197,083 at 4% or $131,389 at 6%; with 100% employer match about $147,813 at 4% or $98,542 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-5$215,805$59,125$11,825iApproximate average salary by contribution assumption: employee only about $295,625 at 4% or $197,083 at 6%; with 50% employer match about $197,083 at 4% or $131,389 at 6%; with 100% employer match about $147,813 at 4% or $98,542 at 6%.
201615$142,614$46,054$9,211iApproximate average salary by contribution assumption: employee only about $230,270 at 4% or $153,513 at 6%; with 50% employer match about $153,513 at 4% or $102,342 at 6%; with 100% employer match about $115,135 at 4% or $76,757 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-5$142,614$46,054$9,211iApproximate average salary by contribution assumption: employee only about $230,270 at 4% or $153,513 at 6%; with 50% employer match about $153,513 at 4% or $102,342 at 6%; with 100% employer match about $115,135 at 4% or $76,757 at 6%.
201512$91,742$46,948$23,474iApproximate average salary by contribution assumption: employee only about $586,850 at 4% or $391,233 at 6%; with 50% employer match about $391,233 at 4% or $260,822 at 6%; with 100% employer match about $293,425 at 4% or $195,617 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-2$91,742$46,948$23,474iApproximate average salary by contribution assumption: employee only about $586,850 at 4% or $391,233 at 6%; with 50% employer match about $391,233 at 4% or $260,822 at 6%; with 100% employer match about $293,425 at 4% or $195,617 at 6%.
201412$45,906$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Joseph Caperna MD Apc 401(K) Profit Sharing Plan & Trust-2$45,906$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.