Civic Intelligence

Ronald Kass

Plan context: Ronald a. Kass, M.D. Inc. Cash Balance Plan

EIN 68-0109844 • Stockton, CA • 19 filings • 6 plans

1801 East March Lane Suite C300StocktonStockton, CA 95210
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$1,705,983

2024 Contributions

$338,254

Historical Graphs

Total Assets Over Time

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

$4,381,254$2,190,627$0199920172024YearValue
$1,705,983Latest year 2024

Participants Over Time

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

33170199920162024YearValue
32Latest year 2024

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
2024132$1,705,983$338,254$10,570iApproximate average salary by contribution assumption: employee only about $264,261 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,449 at 6%; with 100% employer match about $132,130 at 4% or $88,087 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-32$1,705,983$338,254$10,570iApproximate average salary by contribution assumption: employee only about $264,261 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,449 at 6%; with 100% employer match about $132,130 at 4% or $88,087 at 6%.
2023132$1,233,873$550,000$17,188iApproximate average salary by contribution assumption: employee only about $429,688 at 4% or $286,458 at 6%; with 50% employer match about $286,458 at 4% or $190,972 at 6%; with 100% employer match about $214,844 at 4% or $143,229 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-32$1,233,873$550,000$17,188iApproximate average salary by contribution assumption: employee only about $429,688 at 4% or $286,458 at 6%; with 50% employer match about $286,458 at 4% or $190,972 at 6%; with 100% employer match about $214,844 at 4% or $143,229 at 6%.
2022130$623,328$340,910$11,364iApproximate average salary by contribution assumption: employee only about $284,092 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,046 at 4% or $94,697 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-30$623,328$340,910$11,364iApproximate average salary by contribution assumption: employee only about $284,092 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,046 at 4% or $94,697 at 6%.
2021130$898,826$117,500$3,917iApproximate average salary by contribution assumption: employee only about $97,917 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,958 at 4% or $32,639 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-30$898,826$117,500$3,917iApproximate average salary by contribution assumption: employee only about $97,917 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,958 at 4% or $32,639 at 6%.
2020128$804,274$74,000$2,643iApproximate average salary by contribution assumption: employee only about $66,071 at 4% or $44,048 at 6%; with 50% employer match about $44,048 at 4% or $29,365 at 6%; with 100% employer match about $33,036 at 4% or $22,024 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-28$804,274$74,000$2,643iApproximate average salary by contribution assumption: employee only about $66,071 at 4% or $44,048 at 6%; with 50% employer match about $44,048 at 4% or $29,365 at 6%; with 100% employer match about $33,036 at 4% or $22,024 at 6%.
2019122$415,501$163,000$7,409iApproximate average salary by contribution assumption: employee only about $185,227 at 4% or $123,485 at 6%; with 50% employer match about $123,485 at 4% or $82,323 at 6%; with 100% employer match about $92,614 at 4% or $61,742 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-22$415,501$163,000$7,409iApproximate average salary by contribution assumption: employee only about $185,227 at 4% or $123,485 at 6%; with 50% employer match about $123,485 at 4% or $82,323 at 6%; with 100% employer match about $92,614 at 4% or $61,742 at 6%.
2018123$264,652$100,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-23$264,652$100,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
2017123$208,536$106,000$4,609iApproximate average salary by contribution assumption: employee only about $115,217 at 4% or $76,812 at 6%; with 50% employer match about $76,812 at 4% or $51,208 at 6%; with 100% employer match about $57,609 at 4% or $38,406 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-23$208,536$106,000$4,609iApproximate average salary by contribution assumption: employee only about $115,217 at 4% or $76,812 at 6%; with 50% employer match about $76,812 at 4% or $51,208 at 6%; with 100% employer match about $57,609 at 4% or $38,406 at 6%.
2016117$101,433$101,433$5,967iApproximate average salary by contribution assumption: employee only about $149,166 at 4% or $99,444 at 6%; with 50% employer match about $99,444 at 4% or $66,296 at 6%; with 100% employer match about $74,583 at 4% or $49,722 at 6%.
Ronald a. Kass, M.D. Inc. Cash Balance Plan-17$101,433$101,433$5,967iApproximate average salary by contribution assumption: employee only about $149,166 at 4% or $99,444 at 6%; with 50% employer match about $99,444 at 4% or $66,296 at 6%; with 100% employer match about $74,583 at 4% or $49,722 at 6%.
2015133$4,381,254$320,145$9,701iApproximate average salary by contribution assumption: employee only about $242,534 at 4% or $161,689 at 6%; with 50% employer match about $161,689 at 4% or $107,793 at 6%; with 100% employer match about $121,267 at 4% or $80,845 at 6%.
PULMONARY ASSOCIATES OF STOCKTON, GP 401(K) PROFIT SHARING PLAN-33$4,381,254$320,145$9,701iApproximate average salary by contribution assumption: employee only about $242,534 at 4% or $161,689 at 6%; with 50% employer match about $161,689 at 4% or $107,793 at 6%; with 100% employer match about $121,267 at 4% or $80,845 at 6%.
2014132$4,238,736$278,691$8,709iApproximate average salary by contribution assumption: employee only about $217,727 at 4% or $145,152 at 6%; with 50% employer match about $145,152 at 4% or $96,768 at 6%; with 100% employer match about $108,864 at 4% or $72,576 at 6%.
PULMONARY ASSOCIATES OF STOCKTON, GP 401(K) PROFIT SHARING PLAN-32$4,238,736$278,691$8,709iApproximate average salary by contribution assumption: employee only about $217,727 at 4% or $145,152 at 6%; with 50% employer match about $145,152 at 4% or $96,768 at 6%; with 100% employer match about $108,864 at 4% or $72,576 at 6%.
2013127$3,978,513$273,606$10,134iApproximate average salary by contribution assumption: employee only about $253,339 at 4% or $168,893 at 6%; with 50% employer match about $168,893 at 4% or $112,595 at 6%; with 100% employer match about $126,669 at 4% or $84,446 at 6%.
RONALD A. KASS. M.D., INC. 401(K) PROFIT SHARING PLAN-27$3,978,513$273,606$10,134iApproximate average salary by contribution assumption: employee only about $253,339 at 4% or $168,893 at 6%; with 50% employer match about $168,893 at 4% or $112,595 at 6%; with 100% employer match about $126,669 at 4% or $84,446 at 6%.
2012131$3,676,517$3,283,653$105,924iApproximate average salary by contribution assumption: employee only about $2,648,107 at 4% or $1,765,405 at 6%; with 50% employer match about $1,765,405 at 4% or $1,176,937 at 6%; with 100% employer match about $1,324,054 at 4% or $882,702 at 6%.
RONALD A. KASS. M.D., INC. 401(K) PROFIT SHARING PLAN-31$3,676,517$3,283,653$105,924iApproximate average salary by contribution assumption: employee only about $2,648,107 at 4% or $1,765,405 at 6%; with 50% employer match about $1,765,405 at 4% or $1,176,937 at 6%; with 100% employer match about $1,324,054 at 4% or $882,702 at 6%.
2011125$262,630$262,709$10,508iApproximate average salary by contribution assumption: employee only about $262,709 at 4% or $175,139 at 6%; with 50% employer match about $175,139 at 4% or $116,760 at 6%; with 100% employer match about $131,355 at 4% or $87,570 at 6%.
RONALD A. KASS. M.D., INC. 401(K) PROFIT SHARING PLAN-25$262,630$262,709$10,508iApproximate average salary by contribution assumption: employee only about $262,709 at 4% or $175,139 at 6%; with 50% employer match about $175,139 at 4% or $116,760 at 6%; with 100% employer match about $131,355 at 4% or $87,570 at 6%.
200310$0$0-
Ronald a. Kass, M.D. Inc. Profit Sharing Plan and Trust-0---
200216$126,357$0-
Ronald a. Kass, M.D. Inc. Profit Sharing Plan and Trust-6$126,357--
200115$0$0-
Ronald a. Kass, M.D. Inc. Profit Sharing Plan and Trust-5---
200015$0$0-
Ronald a. Kass, M.D. Inc. Profit Sharing Plan and Trust-5---
199915$125,251$32,265$6,453iApproximate average salary by contribution assumption: employee only about $161,325 at 4% or $107,550 at 6%; with 50% employer match about $107,550 at 4% or $71,700 at 6%; with 100% employer match about $80,663 at 4% or $53,775 at 6%.
Ronald a. Kass, M.D. Inc. Profit Sharing Plan and Trust-5$125,251$32,265$6,453iApproximate average salary by contribution assumption: employee only about $161,325 at 4% or $107,550 at 6%; with 50% employer match about $107,550 at 4% or $71,700 at 6%; with 100% employer match about $80,663 at 4% or $53,775 at 6%.