Civic Intelligence
Filing

Jesus H. Tan, M.D., Profit Sharing Plan

Jesus H. Tan, M.D. • EIN 52-1167179 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Up

3 → 4

1 • 33.33%

Assets

Up

$67,713 → $73,171

$5,458 • 8.06%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$5,458

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201020$0$0-
Jesus H. Tan, M.D., Profit Sharing Plan-0---
Jesus H. Tan, M.D., Retirement Plan-0---
200920$1,421,054$0-
Jesus H. Tan, M.D., Retirement Plan-0$1,241,019--
Jesus H. Tan, M.D., Profit Sharing Plan-0$180,035--
200824$1,293,631$60,665$15,166iApproximate average salary by contribution assumption: employee only about $379,156 at 4% or $252,771 at 6%; with 50% employer match about $252,771 at 4% or $168,514 at 6%; with 100% employer match about $189,578 at 4% or $126,385 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$1,130,195$46,940$11,735iApproximate average salary by contribution assumption: employee only about $293,375 at 4% or $195,583 at 6%; with 50% employer match about $195,583 at 4% or $130,389 at 6%; with 100% employer match about $146,688 at 4% or $97,792 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-4$163,436$13,725$3,431iApproximate average salary by contribution assumption: employee only about $85,781 at 4% or $57,188 at 6%; with 50% employer match about $57,188 at 4% or $38,125 at 6%; with 100% employer match about $42,891 at 4% or $28,594 at 6%.
200724$1,458,563$60,005$15,001iApproximate average salary by contribution assumption: employee only about $375,031 at 4% or $250,021 at 6%; with 50% employer match about $250,021 at 4% or $166,681 at 6%; with 100% employer match about $187,516 at 4% or $125,010 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$1,278,392$46,577$11,644iApproximate average salary by contribution assumption: employee only about $291,106 at 4% or $194,071 at 6%; with 50% employer match about $194,071 at 4% or $129,381 at 6%; with 100% employer match about $145,553 at 4% or $97,035 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-4$180,171$13,428$3,357iApproximate average salary by contribution assumption: employee only about $83,925 at 4% or $55,950 at 6%; with 50% employer match about $55,950 at 4% or $37,300 at 6%; with 100% employer match about $41,963 at 4% or $27,975 at 6%.
200624$1,353,763$58,837$14,709iApproximate average salary by contribution assumption: employee only about $367,731 at 4% or $245,154 at 6%; with 50% employer match about $245,154 at 4% or $163,436 at 6%; with 100% employer match about $183,866 at 4% or $122,577 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$1,192,283$45,749$11,437iApproximate average salary by contribution assumption: employee only about $285,931 at 4% or $190,621 at 6%; with 50% employer match about $190,621 at 4% or $127,081 at 6%; with 100% employer match about $142,966 at 4% or $95,310 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-4$161,480$13,088$3,272iApproximate average salary by contribution assumption: employee only about $81,800 at 4% or $54,533 at 6%; with 50% employer match about $54,533 at 4% or $36,356 at 6%; with 100% employer match about $40,900 at 4% or $27,267 at 6%.
200524$1,201,975$56,612$14,153iApproximate average salary by contribution assumption: employee only about $353,825 at 4% or $235,883 at 6%; with 50% employer match about $235,883 at 4% or $157,256 at 6%; with 100% employer match about $176,913 at 4% or $117,942 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$1,065,136$43,999$11,000iApproximate average salary by contribution assumption: employee only about $274,994 at 4% or $183,329 at 6%; with 50% employer match about $183,329 at 4% or $122,219 at 6%; with 100% employer match about $137,497 at 4% or $91,665 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-4$136,839$12,613$3,153iApproximate average salary by contribution assumption: employee only about $78,831 at 4% or $52,554 at 6%; with 50% employer match about $52,554 at 4% or $35,036 at 6%; with 100% employer match about $39,416 at 4% or $26,277 at 6%.
200423$1,073,497$51,053$17,018iApproximate average salary by contribution assumption: employee only about $425,442 at 4% or $283,628 at 6%; with 50% employer match about $283,628 at 4% or $189,085 at 6%; with 100% employer match about $212,721 at 4% or $141,814 at 6%.
Jesus H. Tan, M.D., Retirement Plan-3$957,347$39,805$13,268iApproximate average salary by contribution assumption: employee only about $331,708 at 4% or $221,139 at 6%; with 50% employer match about $221,139 at 4% or $147,426 at 6%; with 100% employer match about $165,854 at 4% or $110,569 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-3$116,150$11,248$3,749iApproximate average salary by contribution assumption: employee only about $93,733 at 4% or $62,489 at 6%; with 50% employer match about $62,489 at 4% or $41,659 at 6%; with 100% employer match about $46,867 at 4% or $31,244 at 6%.
200323$996,765$50,018$16,673iApproximate average salary by contribution assumption: employee only about $416,817 at 4% or $277,878 at 6%; with 50% employer match about $277,878 at 4% or $185,252 at 6%; with 100% employer match about $208,408 at 4% or $138,939 at 6%.
Jesus H. Tan, M.D., Retirement Plan-3$896,900$38,904$12,968iApproximate average salary by contribution assumption: employee only about $324,200 at 4% or $216,133 at 6%; with 50% employer match about $216,133 at 4% or $144,089 at 6%; with 100% employer match about $162,100 at 4% or $108,067 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-3$99,865$11,114$3,705iApproximate average salary by contribution assumption: employee only about $92,617 at 4% or $61,744 at 6%; with 50% employer match about $61,744 at 4% or $41,163 at 6%; with 100% employer match about $46,308 at 4% or $30,872 at 6%.
200224$745,302$50,742$12,686iApproximate average salary by contribution assumption: employee only about $317,138 at 4% or $211,425 at 6%; with 50% employer match about $211,425 at 4% or $140,950 at 6%; with 100% employer match about $158,569 at 4% or $105,713 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$675,297$39,591$9,898iApproximate average salary by contribution assumption: employee only about $247,444 at 4% or $164,963 at 6%; with 50% employer match about $164,963 at 4% or $109,975 at 6%; with 100% employer match about $123,722 at 4% or $82,481 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-4$70,005$11,151$2,788iApproximate average salary by contribution assumption: employee only about $69,694 at 4% or $46,463 at 6%; with 50% employer match about $46,463 at 4% or $30,975 at 6%; with 100% employer match about $34,847 at 4% or $23,231 at 6%.
200124$859,194$44,814$11,204iApproximate average salary by contribution assumption: employee only about $280,088 at 4% or $186,725 at 6%; with 50% employer match about $186,725 at 4% or $124,483 at 6%; with 100% employer match about $140,044 at 4% or $93,363 at 6%.
Jesus H. Tan, M.D., Retirement Plan-4$786,023$33,334$8,334iApproximate average salary by contribution assumption: employee only about $208,338 at 4% or $138,892 at 6%; with 50% employer match about $138,892 at 4% or $92,594 at 6%; with 100% employer match about $104,169 at 4% or $69,446 at 6%.
Jesus H. Tan, M.D., Profit Sharing PlanCurrent4$73,171$11,480$2,870iApproximate average salary by contribution assumption: employee only about $71,750 at 4% or $47,833 at 6%; with 50% employer match about $47,833 at 4% or $31,889 at 6%; with 100% employer match about $35,875 at 4% or $23,917 at 6%.
200023$884,084$37,878$12,626iApproximate average salary by contribution assumption: employee only about $315,650 at 4% or $210,433 at 6%; with 50% employer match about $210,433 at 4% or $140,289 at 6%; with 100% employer match about $157,825 at 4% or $105,217 at 6%.
Jesus H. Tan, M.D., Retirement Plan-3$816,371$33,388$11,129iApproximate average salary by contribution assumption: employee only about $278,233 at 4% or $185,489 at 6%; with 50% employer match about $185,489 at 4% or $123,659 at 6%; with 100% employer match about $139,117 at 4% or $92,744 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-3$67,713$4,490$1,497iApproximate average salary by contribution assumption: employee only about $37,417 at 4% or $24,944 at 6%; with 50% employer match about $24,944 at 4% or $16,630 at 6%; with 100% employer match about $18,708 at 4% or $12,472 at 6%.
199923$977,744$38,262$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
Jesus H. Tan, M.D., Retirement Plan-3$904,729$31,585$10,528iApproximate average salary by contribution assumption: employee only about $263,208 at 4% or $175,472 at 6%; with 50% employer match about $175,472 at 4% or $116,981 at 6%; with 100% employer match about $131,604 at 4% or $87,736 at 6%.
Jesus H. Tan, M.D., Profit Sharing Plan-3$73,015$6,677$2,226iApproximate average salary by contribution assumption: employee only about $55,642 at 4% or $37,094 at 6%; with 50% employer match about $37,094 at 4% or $24,730 at 6%; with 100% employer match about $27,821 at 4% or $18,547 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$73,171$5,458 change

Balance Sheet

Beginning and end of plan year.

Total assets$67,713$73,171Increase +$5,458 (8.06%)
Total liabilities$0$0No change $0
Net assets$67,713$73,171Increase +$5,458 (8.06%)

Contributions

Employer contributions$11,480
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$5,458
Total expenses$0
Net income$5,458
Source fields
Schedule I source fields
Filing Id
84037347326302
Schedule I EIN
52-1167179
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$67,713
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$67,713
Small plan total assets at end of year
$73,171
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$73,171
Small plan employer contributions
$11,480
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-6,022
Small plan total income
$5,458
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$5,458
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Jesus H. Tan, M.D., Profit Sharing Plan | Jesus H. Tan, M.D. | Plan 002 | 2001 Form 5500 Filing