Civic Intelligence

Fernando G Ulloa MD

Plan context: Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust

EIN 68-0213509 • San Rafael, CA • 6 filings • 4 plans

711 D Street Suite 113San Rafael, CA 94901
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$7,402

2025 Contributions

$1,291

Historical Graphs

Total Assets Over Time

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

$17,298$8,649$0202220242025YearValue
$7,402Latest year 2025

Participants Over Time

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

210202220242025YearValue
2Latest 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
202512$7,402$1,291$646iApproximate average salary by contribution assumption: employee only about $16,138 at 4% or $10,758 at 6%; with 50% employer match about $10,758 at 4% or $7,172 at 6%; with 100% employer match about $8,069 at 4% or $5,379 at 6%.
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust-2$7,402$1,291$646iApproximate average salary by contribution assumption: employee only about $16,138 at 4% or $10,758 at 6%; with 50% employer match about $10,758 at 4% or $7,172 at 6%; with 100% employer match about $8,069 at 4% or $5,379 at 6%.
202422$14,715$2,094$1,047iApproximate average salary by contribution assumption: employee only about $26,175 at 4% or $17,450 at 6%; with 50% employer match about $17,450 at 4% or $11,633 at 6%; with 100% employer match about $13,088 at 4% or $8,725 at 6%.
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust-2$12,522$466$233iApproximate average salary by contribution assumption: employee only about $5,825 at 4% or $3,883 at 6%; with 50% employer match about $3,883 at 4% or $2,589 at 6%; with 100% employer match about $2,913 at 4% or $1,942 at 6%.
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust-2$2,193$1,628$814iApproximate average salary by contribution assumption: employee only about $20,350 at 4% or $13,567 at 6%; with 50% employer match about $13,567 at 4% or $9,044 at 6%; with 100% employer match about $10,175 at 4% or $6,783 at 6%.
202310$10,686$528-
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust--$10,686$528-
202222$17,298$1,398$699iApproximate average salary by contribution assumption: employee only about $17,475 at 4% or $11,650 at 6%; with 50% employer match about $11,650 at 4% or $7,767 at 6%; with 100% employer match about $8,738 at 4% or $5,825 at 6%.
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust-2$8,649$699$350iApproximate average salary by contribution assumption: employee only about $8,738 at 4% or $5,825 at 6%; with 50% employer match about $5,825 at 4% or $3,883 at 6%; with 100% employer match about $4,369 at 4% or $2,913 at 6%.
Fernando G Ulloa MD 401(K) Profit Sharing Plan & Trust-2$8,649$699$350iApproximate average salary by contribution assumption: employee only about $8,738 at 4% or $5,825 at 6%; with 50% employer match about $5,825 at 4% or $3,883 at 6%; with 100% employer match about $4,369 at 4% or $2,913 at 6%.