Civic Intelligence

Cesar M. Pena, M.D.

Plan context: CESAR M PENA, M.D. PROFIT SHARING PLAN

EIN 46-4313096 • Chula Vista, CA • 24 filings • 4 plans

1885 El Paseo AveChula Vista, CA 91913
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,565,186

2024 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$2,565,186$1,282,593$0201320182023YearValue
$2,565,186Latest year 2023

Participants Over Time

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

630201320182023YearValue
3Latest 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
202420$0$0-
CESAR M PENA, M.D. PROFIT SHARING PLAN-0$0$0-
Cesar M. Pena, M.D. Defined Benefit Pension Plan-0$0$0-
202323$2,565,186$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%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-3$2,034,703$0-
Cesar M. Pena, M.D. Defined Benefit Pension Plan-3$530,483$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%.
202224$2,248,622$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-4$1,786,825$0-
Cesar M. Pena, M.D. Defined Benefit Pension Plan-4$461,797$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202125$2,544,229$50,000$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%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-5$2,090,329$0-
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$453,900$50,000$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%.
202025$2,283,783$55,586$11,117iApproximate average salary by contribution assumption: employee only about $277,930 at 4% or $185,287 at 6%; with 50% employer match about $185,287 at 4% or $123,524 at 6%; with 100% employer match about $138,965 at 4% or $92,643 at 6%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-5$1,869,239$22,000$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$414,544$33,586$6,717iApproximate average salary by contribution assumption: employee only about $167,930 at 4% or $111,953 at 6%; with 50% employer match about $111,953 at 4% or $74,636 at 6%; with 100% employer match about $83,965 at 4% or $55,977 at 6%.
201925$1,961,398$50,000$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%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-5$1,592,942$21,650$4,330iApproximate average salary by contribution assumption: employee only about $108,250 at 4% or $72,167 at 6%; with 50% employer match about $72,167 at 4% or $48,111 at 6%; with 100% employer match about $54,125 at 4% or $36,083 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$368,456$28,350$5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%.
201825$1,644,343$44,551$8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,378 at 4% or $74,252 at 6%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-5$1,321,655$21,960$4,392iApproximate average salary by contribution assumption: employee only about $109,800 at 4% or $73,200 at 6%; with 50% employer match about $73,200 at 4% or $48,800 at 6%; with 100% employer match about $54,900 at 4% or $36,600 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$322,688$22,591$4,518iApproximate average salary by contribution assumption: employee only about $112,955 at 4% or $75,303 at 6%; with 50% employer match about $75,303 at 4% or $50,202 at 6%; with 100% employer match about $56,478 at 4% or $37,652 at 6%.
201725$1,691,237$46,531$9,306iApproximate average salary by contribution assumption: employee only about $232,655 at 4% or $155,103 at 6%; with 50% employer match about $155,103 at 4% or $103,402 at 6%; with 100% employer match about $116,328 at 4% or $77,552 at 6%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-5$1,391,593$21,400$4,280iApproximate average salary by contribution assumption: employee only about $107,000 at 4% or $71,333 at 6%; with 50% employer match about $71,333 at 4% or $47,556 at 6%; with 100% employer match about $53,500 at 4% or $35,667 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$299,644$25,131$5,026iApproximate average salary by contribution assumption: employee only about $125,655 at 4% or $83,770 at 6%; with 50% employer match about $83,770 at 4% or $55,847 at 6%; with 100% employer match about $62,828 at 4% or $41,885 at 6%.
201624$1,454,276$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
CESAR M PENA, M.D. PROFIT SHARING PLAN-4$1,185,750$13,100$3,275iApproximate average salary by contribution assumption: employee only about $81,875 at 4% or $54,583 at 6%; with 50% employer match about $54,583 at 4% or $36,389 at 6%; with 100% employer match about $40,938 at 4% or $27,292 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-4$268,526$41,900$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
201525$1,330,642$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
CESAR M. PENA, M.D. PROFIT SHARING PLAN-5$1,112,923$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$217,719$49,000$9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%.
201426$1,308,598$1,180,795$196,799iApproximate average salary by contribution assumption: employee only about $4,919,979 at 4% or $3,279,986 at 6%; with 50% employer match about $3,279,986 at 4% or $2,186,657 at 6%; with 100% employer match about $2,459,990 at 4% or $1,639,993 at 6%.
CESAR M. PENA, M.D. PROFIT SHARING PLAN-6$1,134,610$1,097,795$182,966iApproximate average salary by contribution assumption: employee only about $4,574,146 at 4% or $3,049,431 at 6%; with 50% employer match about $3,049,431 at 4% or $2,032,954 at 6%; with 100% employer match about $2,287,073 at 4% or $1,524,715 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$173,988$83,000$16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%.
201325$100,000$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Cesar M. Pena, M.D. Defined Benefit Pension Plan-5$92,318$92,318$18,464iApproximate average salary by contribution assumption: employee only about $461,590 at 4% or $307,727 at 6%; with 50% employer match about $307,727 at 4% or $205,151 at 6%; with 100% employer match about $230,795 at 4% or $153,863 at 6%.
CESAR M. PENA, M.D. PROFIT SHARING PLAN-5$7,682$7,682$1,536iApproximate average salary by contribution assumption: employee only about $38,410 at 4% or $25,607 at 6%; with 50% employer match about $25,607 at 4% or $17,071 at 6%; with 100% employer match about $19,205 at 4% or $12,803 at 6%.