Jerrel Emery MD
Plan context: JERREL EMERY MD INC CASH BALANCE PENSION PLAN
EIN 47-2437023 • Temecula, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$1,305,583
2024 Contributions
$199,045
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 | 2 | 19 | $1,305,583 | $199,045 | $10,476iApproximate average salary by contribution assumption: employee only about $261,901 at 4% or $174,601 at 6%; with 50% employer match about $174,601 at 4% or $116,401 at 6%; with 100% employer match about $130,951 at 4% or $87,300 at 6%. |
| JERREL EMERY MD INC CASH BALANCE PENSION PLAN | - | 7 | $721,626 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 19 | $583,957 | $99,045 | $5,213iApproximate average salary by contribution assumption: employee only about $130,322 at 4% or $86,882 at 6%; with 50% employer match about $86,882 at 4% or $57,921 at 6%; with 100% employer match about $65,161 at 4% or $43,441 at 6%. |
| 2023 | 2 | 14 | $1,080,594 | $293,461 | $20,962iApproximate average salary by contribution assumption: employee only about $524,038 at 4% or $349,358 at 6%; with 50% employer match about $349,358 at 4% or $232,906 at 6%; with 100% employer match about $262,019 at 4% or $174,679 at 6%. |
| JERREL EMERY MD INC CASH BALANCE PENSION PLAN | - | 8 | $646,763 | $180,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 14 | $433,831 | $113,461 | $8,104iApproximate average salary by contribution assumption: employee only about $202,609 at 4% or $135,073 at 6%; with 50% employer match about $135,073 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%. |
| 2022 | 1 | 16 | $262,191 | $80,134 | $5,008iApproximate average salary by contribution assumption: employee only about $125,209 at 4% or $83,473 at 6%; with 50% employer match about $83,473 at 4% or $55,649 at 6%; with 100% employer match about $62,605 at 4% or $41,736 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 16 | $262,191 | $80,134 | $5,008iApproximate average salary by contribution assumption: employee only about $125,209 at 4% or $83,473 at 6%; with 50% employer match about $83,473 at 4% or $55,649 at 6%; with 100% employer match about $62,605 at 4% or $41,736 at 6%. |
| 2021 | 1 | 14 | $235,607 | $50,772 | $3,627iApproximate average salary by contribution assumption: employee only about $90,664 at 4% or $60,443 at 6%; with 50% employer match about $60,443 at 4% or $40,295 at 6%; with 100% employer match about $45,332 at 4% or $30,221 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 14 | $235,607 | $50,772 | $3,627iApproximate average salary by contribution assumption: employee only about $90,664 at 4% or $60,443 at 6%; with 50% employer match about $60,443 at 4% or $40,295 at 6%; with 100% employer match about $45,332 at 4% or $30,221 at 6%. |
| 2020 | 1 | 8 | $187,985 | $57,290 | $7,161iApproximate average salary by contribution assumption: employee only about $179,031 at 4% or $119,354 at 6%; with 50% employer match about $119,354 at 4% or $79,569 at 6%; with 100% employer match about $89,516 at 4% or $59,677 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 8 | $187,985 | $57,290 | $7,161iApproximate average salary by contribution assumption: employee only about $179,031 at 4% or $119,354 at 6%; with 50% employer match about $119,354 at 4% or $79,569 at 6%; with 100% employer match about $89,516 at 4% or $59,677 at 6%. |
| 2019 | 1 | 7 | $166,109 | $59,008 | $8,430iApproximate average salary by contribution assumption: employee only about $210,743 at 4% or $140,495 at 6%; with 50% employer match about $140,495 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,248 at 6%. |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 7 | $166,109 | $59,008 | $8,430iApproximate average salary by contribution assumption: employee only about $210,743 at 4% or $140,495 at 6%; with 50% employer match about $140,495 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,248 at 6%. |
| 2015 | 1 | 0 | $24,587 | $25,383 | - |
| Jerrel Emery MD Inc a Professi 401K Profit Sharing Plan and Tru | - | 0 | $24,587 | $25,383 | - |