Stephen W. Doggett, M.D., Pa
Plan context: Stephen W. Doggett, M.D., Pa Cash Balance Plan
EIN 59-2152294 • Newport Beach, CA • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,446,197
2024 Contributions
$490,992
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 | 3 | $2,446,197 | $490,992 | $163,664iApproximate average salary by contribution assumption: employee only about $4,091,600 at 4% or $2,727,733 at 6%; with 50% employer match about $2,727,733 at 4% or $1,818,489 at 6%; with 100% employer match about $2,045,800 at 4% or $1,363,867 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 3 | $2,297,729 | $465,000 | $155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%. |
| STEPHEN W. DOGGETT PROFIT SHARING PLAN II | - | 3 | $148,468 | $25,992 | $8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%. |
| 2023 | 2 | 3 | $1,807,082 | $674,100 | $224,700iApproximate average salary by contribution assumption: employee only about $5,617,500 at 4% or $3,745,000 at 6%; with 50% employer match about $3,745,000 at 4% or $2,496,667 at 6%; with 100% employer match about $2,808,750 at 4% or $1,872,500 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 3 | $1,697,284 | $650,000 | $216,667iApproximate average salary by contribution assumption: employee only about $5,416,667 at 4% or $3,611,111 at 6%; with 50% employer match about $3,611,111 at 4% or $2,407,407 at 6%; with 100% employer match about $2,708,333 at 4% or $1,805,556 at 6%. |
| STEPHEN W. DOGGETT PROFIT SHARING PLAN II | - | 3 | $109,798 | $24,100 | $8,033iApproximate average salary by contribution assumption: employee only about $200,833 at 4% or $133,889 at 6%; with 50% employer match about $133,889 at 4% or $89,259 at 6%; with 100% employer match about $100,417 at 4% or $66,944 at 6%. |
| 2022 | 2 | 3 | $1,114,539 | $353,212 | $117,737iApproximate average salary by contribution assumption: employee only about $2,943,433 at 4% or $1,962,289 at 6%; with 50% employer match about $1,962,289 at 4% or $1,308,193 at 6%; with 100% employer match about $1,471,717 at 4% or $981,144 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 3 | $1,035,737 | $325,000 | $108,333iApproximate average salary by contribution assumption: employee only about $2,708,333 at 4% or $1,805,556 at 6%; with 50% employer match about $1,805,556 at 4% or $1,203,704 at 6%; with 100% employer match about $1,354,167 at 4% or $902,778 at 6%. |
| STEPHEN W. DOGGETT PROFIT SHARING PLAN II | - | 3 | $78,802 | $28,212 | $9,404iApproximate average salary by contribution assumption: employee only about $235,100 at 4% or $156,733 at 6%; with 50% employer match about $156,733 at 4% or $104,489 at 6%; with 100% employer match about $117,550 at 4% or $78,367 at 6%. |
| 2021 | 2 | 3 | $801,209 | $420,188 | $140,063iApproximate average salary by contribution assumption: employee only about $3,501,567 at 4% or $2,334,378 at 6%; with 50% employer match about $2,334,378 at 4% or $1,556,252 at 6%; with 100% employer match about $1,750,783 at 4% or $1,167,189 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 3 | $746,096 | $392,000 | $130,667iApproximate average salary by contribution assumption: employee only about $3,266,667 at 4% or $2,177,778 at 6%; with 50% employer match about $2,177,778 at 4% or $1,451,852 at 6%; with 100% employer match about $1,633,333 at 4% or $1,088,889 at 6%. |
| STEPHEN W. DOGGETT PROFIT SHARING PLAN II | - | 3 | $55,113 | $28,188 | $9,396iApproximate average salary by contribution assumption: employee only about $234,900 at 4% or $156,600 at 6%; with 50% employer match about $156,600 at 4% or $104,400 at 6%; with 100% employer match about $117,450 at 4% or $78,300 at 6%. |
| 2020 | 3 | 3 | $351,362 | $351,362 | $117,121iApproximate average salary by contribution assumption: employee only about $2,928,017 at 4% or $1,952,011 at 6%; with 50% employer match about $1,952,011 at 4% or $1,301,341 at 6%; with 100% employer match about $1,464,008 at 4% or $976,006 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 3 | $324,645 | $324,645 | $108,215iApproximate average salary by contribution assumption: employee only about $2,705,375 at 4% or $1,803,583 at 6%; with 50% employer match about $1,803,583 at 4% or $1,202,389 at 6%; with 100% employer match about $1,352,688 at 4% or $901,792 at 6%. |
| STEPHEN W. DOGGETT PROFIT SHARING PLAN II | - | 3 | $26,717 | $26,717 | $8,906iApproximate average salary by contribution assumption: employee only about $222,642 at 4% or $148,428 at 6%; with 50% employer match about $148,428 at 4% or $98,952 at 6%; with 100% employer match about $111,321 at 4% or $74,214 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 4 | $2,335,426 | $0 | - |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $2,335,426 | - | - |
| 2018 | 1 | 4 | $2,009,658 | $0 | - |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $2,009,658 | - | - |
| 2017 | 1 | 4 | $2,145,933 | $0 | - |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $2,145,933 | - | - |
| 2016 | 1 | 4 | $1,954,504 | $57,485 | $14,371iApproximate average salary by contribution assumption: employee only about $359,281 at 4% or $239,521 at 6%; with 50% employer match about $239,521 at 4% or $159,681 at 6%; with 100% employer match about $179,641 at 4% or $119,760 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $1,954,504 | $57,485 | $14,371iApproximate average salary by contribution assumption: employee only about $359,281 at 4% or $239,521 at 6%; with 50% employer match about $239,521 at 4% or $159,681 at 6%; with 100% employer match about $179,641 at 4% or $119,760 at 6%. |
| 2015 | 1 | 4 | $1,774,011 | $58,020 | $14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $1,774,011 | $58,020 | $14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%. |
| 2014 | 2 | 4 | $1,785,401 | $21,451 | $5,363iApproximate average salary by contribution assumption: employee only about $134,069 at 4% or $89,379 at 6%; with 50% employer match about $89,379 at 4% or $59,586 at 6%; with 100% employer match about $67,034 at 4% or $44,690 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $1,785,401 | $21,451 | $5,363iApproximate average salary by contribution assumption: employee only about $134,069 at 4% or $89,379 at 6%; with 50% employer match about $89,379 at 4% or $59,586 at 6%; with 100% employer match about $67,034 at 4% or $44,690 at 6%. |
| Stephen W. Doggett, M.D., Pa Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2013 | 1 | 3 | $1,720,608 | $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%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 3 | $1,720,608 | $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%. |
| 2012 | 1 | 3 | $1,492,673 | $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%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 3 | $1,492,673 | $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%. |
| 2011 | 1 | 2 | $1,308,798 | $0 | - |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 2 | $1,308,798 | $0 | - |
| 2010 | 1 | 3 | $1,309,075 | $53,203 | $17,734iApproximate average salary by contribution assumption: employee only about $443,358 at 4% or $295,572 at 6%; with 50% employer match about $295,572 at 4% or $197,048 at 6%; with 100% employer match about $221,679 at 4% or $147,786 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 3 | $1,309,075 | $53,203 | $17,734iApproximate average salary by contribution assumption: employee only about $443,358 at 4% or $295,572 at 6%; with 50% employer match about $295,572 at 4% or $197,048 at 6%; with 100% employer match about $221,679 at 4% or $147,786 at 6%. |
| 2009 | 1 | 4 | $1,192,226 | $54,017 | $13,504iApproximate average salary by contribution assumption: employee only about $337,606 at 4% or $225,071 at 6%; with 50% employer match about $225,071 at 4% or $150,047 at 6%; with 100% employer match about $168,803 at 4% or $112,535 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 4 | $1,192,226 | $54,017 | $13,504iApproximate average salary by contribution assumption: employee only about $337,606 at 4% or $225,071 at 6%; with 50% employer match about $225,071 at 4% or $150,047 at 6%; with 100% employer match about $168,803 at 4% or $112,535 at 6%. |
| 2008 | 1 | 3 | $880,708 | $54,417 | $18,139iApproximate average salary by contribution assumption: employee only about $453,475 at 4% or $302,317 at 6%; with 50% employer match about $302,317 at 4% or $201,544 at 6%; with 100% employer match about $226,738 at 4% or $151,158 at 6%. |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 3 | $880,708 | $54,417 | $18,139iApproximate average salary by contribution assumption: employee only about $453,475 at 4% or $302,317 at 6%; with 50% employer match about $302,317 at 4% or $201,544 at 6%; with 100% employer match about $226,738 at 4% or $151,158 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Stephen W. Doggett, M.D., Pa Profit Sharing Plan | - | 3 | - | - | - |