Civic Intelligence

Charles Chalekson, M.D. Inc.

Plan context: Charles Chalekson, M.D. Inc. Profit Sharing Plan

EIN 65-1203290 • Templeton, CA • 12 filings • 3 plans

225 Posada LaneSuite 100Templeton, CA 93465
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,910,186

2025 Contributions

$138,214

Historical Graphs

Total Assets Over Time

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

$1,910,186$955,093$0201520202025YearValue
$1,910,186Latest year 2025

Participants Over Time

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

1050201520202025YearValue
10Latest year 2025

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
2025110$1,910,186$138,214$13,821iApproximate average salary by contribution assumption: employee only about $345,535 at 4% or $230,357 at 6%; with 50% employer match about $230,357 at 4% or $153,571 at 6%; with 100% employer match about $172,768 at 4% or $115,178 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-10$1,910,186$138,214$13,821iApproximate average salary by contribution assumption: employee only about $345,535 at 4% or $230,357 at 6%; with 50% employer match about $230,357 at 4% or $153,571 at 6%; with 100% employer match about $172,768 at 4% or $115,178 at 6%.
202427$1,779,542$376,862$53,837iApproximate average salary by contribution assumption: employee only about $1,345,936 at 4% or $897,290 at 6%; with 50% employer match about $897,290 at 4% or $598,194 at 6%; with 100% employer match about $672,968 at 4% or $448,645 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-7$1,509,542$106,862$15,266iApproximate average salary by contribution assumption: employee only about $381,650 at 4% or $254,433 at 6%; with 50% employer match about $254,433 at 4% or $169,622 at 6%; with 100% employer match about $190,825 at 4% or $127,217 at 6%.
CHARLES CHALEKSON, M.D., INC. CASH BALANCE PLAN-6$270,000$270,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
202318$1,214,506$158,464$19,808iApproximate average salary by contribution assumption: employee only about $495,200 at 4% or $330,133 at 6%; with 50% employer match about $330,133 at 4% or $220,089 at 6%; with 100% employer match about $247,600 at 4% or $165,067 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-8$1,214,506$158,464$19,808iApproximate average salary by contribution assumption: employee only about $495,200 at 4% or $330,133 at 6%; with 50% employer match about $330,133 at 4% or $220,089 at 6%; with 100% employer match about $247,600 at 4% or $165,067 at 6%.
202217$990,292$146,319$20,903iApproximate average salary by contribution assumption: employee only about $522,568 at 4% or $348,379 at 6%; with 50% employer match about $348,379 at 4% or $232,252 at 6%; with 100% employer match about $261,284 at 4% or $174,189 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-7$990,292$146,319$20,903iApproximate average salary by contribution assumption: employee only about $522,568 at 4% or $348,379 at 6%; with 50% employer match about $348,379 at 4% or $232,252 at 6%; with 100% employer match about $261,284 at 4% or $174,189 at 6%.
202115$926,724$139,987$27,997iApproximate average salary by contribution assumption: employee only about $699,935 at 4% or $466,623 at 6%; with 50% employer match about $466,623 at 4% or $311,082 at 6%; with 100% employer match about $349,968 at 4% or $233,312 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-5$926,724$139,987$27,997iApproximate average salary by contribution assumption: employee only about $699,935 at 4% or $466,623 at 6%; with 50% employer match about $466,623 at 4% or $311,082 at 6%; with 100% employer match about $349,968 at 4% or $233,312 at 6%.
202015$635,376$135,378$27,076iApproximate average salary by contribution assumption: employee only about $676,890 at 4% or $451,260 at 6%; with 50% employer match about $451,260 at 4% or $300,840 at 6%; with 100% employer match about $338,445 at 4% or $225,630 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-5$635,376$135,378$27,076iApproximate average salary by contribution assumption: employee only about $676,890 at 4% or $451,260 at 6%; with 50% employer match about $451,260 at 4% or $300,840 at 6%; with 100% employer match about $338,445 at 4% or $225,630 at 6%.
201917$509,277$129,183$18,455iApproximate average salary by contribution assumption: employee only about $461,368 at 4% or $307,579 at 6%; with 50% employer match about $307,579 at 4% or $205,052 at 6%; with 100% employer match about $230,684 at 4% or $153,789 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-7$509,277$129,183$18,455iApproximate average salary by contribution assumption: employee only about $461,368 at 4% or $307,579 at 6%; with 50% employer match about $307,579 at 4% or $205,052 at 6%; with 100% employer match about $230,684 at 4% or $153,789 at 6%.
201816$250,169$123,947$20,658iApproximate average salary by contribution assumption: employee only about $516,446 at 4% or $344,297 at 6%; with 50% employer match about $344,297 at 4% or $229,531 at 6%; with 100% employer match about $258,223 at 4% or $172,149 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-6$250,169$123,947$20,658iApproximate average salary by contribution assumption: employee only about $516,446 at 4% or $344,297 at 6%; with 50% employer match about $344,297 at 4% or $229,531 at 6%; with 100% employer match about $258,223 at 4% or $172,149 at 6%.
201716$163,199$126,778$21,130iApproximate average salary by contribution assumption: employee only about $528,242 at 4% or $352,161 at 6%; with 50% employer match about $352,161 at 4% or $234,774 at 6%; with 100% employer match about $264,121 at 4% or $176,081 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-6$163,199$126,778$21,130iApproximate average salary by contribution assumption: employee only about $528,242 at 4% or $352,161 at 6%; with 50% employer match about $352,161 at 4% or $234,774 at 6%; with 100% employer match about $264,121 at 4% or $176,081 at 6%.
201614$157,351$109,777$27,444iApproximate average salary by contribution assumption: employee only about $686,106 at 4% or $457,404 at 6%; with 50% employer match about $457,404 at 4% or $304,936 at 6%; with 100% employer match about $343,053 at 4% or $228,702 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-4$157,351$109,777$27,444iApproximate average salary by contribution assumption: employee only about $686,106 at 4% or $457,404 at 6%; with 50% employer match about $457,404 at 4% or $304,936 at 6%; with 100% employer match about $343,053 at 4% or $228,702 at 6%.
201515$117,218$117,218$23,444iApproximate average salary by contribution assumption: employee only about $586,090 at 4% or $390,727 at 6%; with 50% employer match about $390,727 at 4% or $260,484 at 6%; with 100% employer match about $293,045 at 4% or $195,363 at 6%.
Charles Chalekson, M.D. Inc. Profit Sharing Plan-5$117,218$117,218$23,444iApproximate average salary by contribution assumption: employee only about $586,090 at 4% or $390,727 at 6%; with 50% employer match about $390,727 at 4% or $260,484 at 6%; with 100% employer match about $293,045 at 4% or $195,363 at 6%.