Civic Intelligence

Steven J. Block, M.D.

Plan context: Steven J. Block, M.D. Money Purchase Pension Plan

EIN 68-0095512 • Lodi, CA • 24 filings • 6 plans

777 S. Ham LaneSuite GLodi, CA 95242
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$17,423

2021 Contributions

$3,474

Historical Graphs

Total Assets Over Time

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

$4,922,748$2,461,374$0199920112020YearValue
$17,423Latest year 2020

Participants Over Time

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

630199920102020YearValue
1Latest year 2020

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
202110$0$0-
Steven J. Block, M.D. Money Purchase Pension Plan-0$0$0-
202011$17,423$0-
Steven J. Block, M.D. Money Purchase Pension Plan-1$17,423$0-
201911$17,030$0-
Steven J. Block, M.D. Money Purchase Pension Plan-1$17,030$0-
201811$630,810$0-
Steven J. Block, M.D. Money Purchase Pension Plan-1$630,810$0-
201711$1,061,821$0-
Steven J. Block, M.D. Money Purchase Pension Plan-1$1,061,821$0-
201613$2,851,573$0-
Steven J. Block, M.D. Money Purchase Pension Plan-3$2,851,573$0-
201513$3,554,587$0-
Steven J. Block, M.D. Money Purchase Pension Plan-3$3,554,587--
201413$3,983,735$0-
Steven J. Block, M.D. Money Purchase Pension Plan-3$3,983,735--
201314$4,188,229$0-
Steven J. Block, M.D. Money Purchase Pension Plan-4$4,188,229--
201215$4,226,498$0-
Steven J. Block, M.D. Money Purchase Pension Plan-5$4,226,498--
201115$4,152,290$3,474$695iApproximate average salary by contribution assumption: employee only about $17,370 at 4% or $11,580 at 6%; with 50% employer match about $11,580 at 4% or $7,720 at 6%; with 100% employer match about $8,685 at 4% or $5,790 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-5$4,152,290$3,474$695iApproximate average salary by contribution assumption: employee only about $17,370 at 4% or $11,580 at 6%; with 50% employer match about $11,580 at 4% or $7,720 at 6%; with 100% employer match about $8,685 at 4% or $5,790 at 6%.
201015$4,538,949$25,876$5,175iApproximate average salary by contribution assumption: employee only about $129,380 at 4% or $86,253 at 6%; with 50% employer match about $86,253 at 4% or $57,502 at 6%; with 100% employer match about $64,690 at 4% or $43,127 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-5$4,538,949$25,876$5,175iApproximate average salary by contribution assumption: employee only about $129,380 at 4% or $86,253 at 6%; with 50% employer match about $86,253 at 4% or $57,502 at 6%; with 100% employer match about $64,690 at 4% or $43,127 at 6%.
200916$4,086,501$26,048$4,341iApproximate average salary by contribution assumption: employee only about $108,533 at 4% or $72,356 at 6%; with 50% employer match about $72,356 at 4% or $48,237 at 6%; with 100% employer match about $54,267 at 4% or $36,178 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-6$4,086,501$26,048$4,341iApproximate average salary by contribution assumption: employee only about $108,533 at 4% or $72,356 at 6%; with 50% employer match about $72,356 at 4% or $48,237 at 6%; with 100% employer match about $54,267 at 4% or $36,178 at 6%.
200814$3,194,230$24,370$6,093iApproximate average salary by contribution assumption: employee only about $152,313 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,694 at 6%; with 100% employer match about $76,156 at 4% or $50,771 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$3,194,230$24,370$6,093iApproximate average salary by contribution assumption: employee only about $152,313 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,694 at 6%; with 100% employer match about $76,156 at 4% or $50,771 at 6%.
200714$0$0-
Steven J. Block, M.D. Money Purchase Pension Plan-4---
200624$4,922,748$3,750$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$4,922,748$3,750$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4---
200514$4,270,335$21,815$5,454iApproximate average salary by contribution assumption: employee only about $136,344 at 4% or $90,896 at 6%; with 50% employer match about $90,896 at 4% or $60,597 at 6%; with 100% employer match about $68,172 at 4% or $45,448 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$4,270,335$21,815$5,454iApproximate average salary by contribution assumption: employee only about $136,344 at 4% or $90,896 at 6%; with 50% employer match about $90,896 at 4% or $60,597 at 6%; with 100% employer match about $68,172 at 4% or $45,448 at 6%.
200414$3,868,751$4,312$1,078iApproximate average salary by contribution assumption: employee only about $26,950 at 4% or $17,967 at 6%; with 50% employer match about $17,967 at 4% or $11,978 at 6%; with 100% employer match about $13,475 at 4% or $8,983 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$3,868,751$4,312$1,078iApproximate average salary by contribution assumption: employee only about $26,950 at 4% or $17,967 at 6%; with 50% employer match about $17,967 at 4% or $11,978 at 6%; with 100% employer match about $13,475 at 4% or $8,983 at 6%.
200314$0$0-
Steven J. Block, M.D. Money Purchase Pension Plan-4---
200214$2,490,684$38,903$9,726iApproximate average salary by contribution assumption: employee only about $243,144 at 4% or $162,096 at 6%; with 50% employer match about $162,096 at 4% or $108,064 at 6%; with 100% employer match about $121,572 at 4% or $81,048 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$2,490,684$38,903$9,726iApproximate average salary by contribution assumption: employee only about $243,144 at 4% or $162,096 at 6%; with 50% employer match about $162,096 at 4% or $108,064 at 6%; with 100% employer match about $121,572 at 4% or $81,048 at 6%.
200114$3,005,659$33,165$8,291iApproximate average salary by contribution assumption: employee only about $207,281 at 4% or $138,188 at 6%; with 50% employer match about $138,188 at 4% or $92,125 at 6%; with 100% employer match about $103,641 at 4% or $69,094 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$3,005,659$33,165$8,291iApproximate average salary by contribution assumption: employee only about $207,281 at 4% or $138,188 at 6%; with 50% employer match about $138,188 at 4% or $92,125 at 6%; with 100% employer match about $103,641 at 4% or $69,094 at 6%.
200014$3,507,941$32,519$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-4$3,507,941$32,519$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
199915$3,624,833$33,373$6,675iApproximate average salary by contribution assumption: employee only about $166,865 at 4% or $111,243 at 6%; with 50% employer match about $111,243 at 4% or $74,162 at 6%; with 100% employer match about $83,433 at 4% or $55,622 at 6%.
Steven J. Block, M.D. Money Purchase Pension Plan-5$3,624,833$33,373$6,675iApproximate average salary by contribution assumption: employee only about $166,865 at 4% or $111,243 at 6%; with 50% employer match about $111,243 at 4% or $74,162 at 6%; with 100% employer match about $83,433 at 4% or $55,622 at 6%.