Civic Intelligence

James N. Gonzalez, M.D.

Plan context: James N. Gonzalez, M.D. Cash Balance Plan

EIN 68-0336142 • Redding, CA • 31 filings • 3 plans

1555 East Street, Suite 220Redding, CA 96001-1153
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,081,683

2024 Contributions

$345,350

Historical Graphs

Total Assets Over Time

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

$5,081,683$2,540,842$0200520152024YearValue
$5,081,683Latest year 2024

Participants Over Time

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

1050200520152024YearValue
10Latest 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
2024210$5,081,683$345,350$34,535iApproximate average salary by contribution assumption: employee only about $863,375 at 4% or $575,583 at 6%; with 50% employer match about $575,583 at 4% or $383,722 at 6%; with 100% employer match about $431,688 at 4% or $287,792 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-10$2,708,640$300,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$2,373,043$45,350$5,669iApproximate average salary by contribution assumption: employee only about $141,719 at 4% or $94,479 at 6%; with 50% employer match about $94,479 at 4% or $62,986 at 6%; with 100% employer match about $70,859 at 4% or $47,240 at 6%.
202328$4,397,938$361,870$45,234iApproximate average salary by contribution assumption: employee only about $1,130,844 at 4% or $753,896 at 6%; with 50% employer match about $753,896 at 4% or $502,597 at 6%; with 100% employer match about $565,422 at 4% or $376,948 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$2,238,832$300,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6$2,159,106$61,870$10,312iApproximate average salary by contribution assumption: employee only about $257,792 at 4% or $171,861 at 6%; with 50% employer match about $171,861 at 4% or $114,574 at 6%; with 100% employer match about $128,896 at 4% or $85,931 at 6%.
202228$3,649,404$237,227$29,653iApproximate average salary by contribution assumption: employee only about $741,334 at 4% or $494,223 at 6%; with 50% employer match about $494,223 at 4% or $329,482 at 6%; with 100% employer match about $370,667 at 4% or $247,111 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-7$1,846,874$58,627$8,375iApproximate average salary by contribution assumption: employee only about $209,382 at 4% or $139,588 at 6%; with 50% employer match about $139,588 at 4% or $93,059 at 6%; with 100% employer match about $104,691 at 4% or $69,794 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$1,802,530$178,600$22,325iApproximate average salary by contribution assumption: employee only about $558,125 at 4% or $372,083 at 6%; with 50% employer match about $372,083 at 4% or $248,056 at 6%; with 100% employer match about $279,063 at 4% or $186,042 at 6%.
202128$3,869,523$236,548$29,569iApproximate average salary by contribution assumption: employee only about $739,213 at 4% or $492,808 at 6%; with 50% employer match about $492,808 at 4% or $328,539 at 6%; with 100% employer match about $369,606 at 4% or $246,404 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,978,717$57,348$7,169iApproximate average salary by contribution assumption: employee only about $179,213 at 4% or $119,475 at 6%; with 50% employer match about $119,475 at 4% or $79,650 at 6%; with 100% employer match about $89,606 at 4% or $59,738 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$1,890,806$179,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
202028$3,332,270$232,405$29,051iApproximate average salary by contribution assumption: employee only about $726,266 at 4% or $484,177 at 6%; with 50% employer match about $484,177 at 4% or $322,785 at 6%; with 100% employer match about $363,133 at 4% or $242,089 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,752,248$53,205$6,651iApproximate average salary by contribution assumption: employee only about $166,266 at 4% or $110,844 at 6%; with 50% employer match about $110,844 at 4% or $73,896 at 6%; with 100% employer match about $83,133 at 4% or $55,422 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$1,580,022$179,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201928$2,915,627$230,045$28,756iApproximate average salary by contribution assumption: employee only about $718,891 at 4% or $479,260 at 6%; with 50% employer match about $479,260 at 4% or $319,507 at 6%; with 100% employer match about $359,445 at 4% or $239,630 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,662,346$50,845$6,356iApproximate average salary by contribution assumption: employee only about $158,891 at 4% or $105,927 at 6%; with 50% employer match about $105,927 at 4% or $70,618 at 6%; with 100% employer match about $79,445 at 4% or $52,964 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$1,253,281$179,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201828$2,364,573$231,547$28,943iApproximate average salary by contribution assumption: employee only about $723,584 at 4% or $482,390 at 6%; with 50% employer match about $482,390 at 4% or $321,593 at 6%; with 100% employer match about $361,792 at 4% or $241,195 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,453,758$52,347$6,543iApproximate average salary by contribution assumption: employee only about $163,584 at 4% or $109,056 at 6%; with 50% employer match about $109,056 at 4% or $72,704 at 6%; with 100% employer match about $81,792 at 4% or $54,528 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$910,815$179,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201728$2,214,270$229,945$28,743iApproximate average salary by contribution assumption: employee only about $718,578 at 4% or $479,052 at 6%; with 50% employer match about $479,052 at 4% or $319,368 at 6%; with 100% employer match about $359,289 at 4% or $239,526 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,425,378$50,745$6,343iApproximate average salary by contribution assumption: employee only about $158,578 at 4% or $105,719 at 6%; with 50% employer match about $105,719 at 4% or $70,479 at 6%; with 100% employer match about $79,289 at 4% or $52,859 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$788,892$179,200$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201628$1,735,034$227,816$28,477iApproximate average salary by contribution assumption: employee only about $711,925 at 4% or $474,617 at 6%; with 50% employer match about $474,617 at 4% or $316,411 at 6%; with 100% employer match about $355,963 at 4% or $237,308 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-7$1,180,211$49,216$7,031iApproximate average salary by contribution assumption: employee only about $175,771 at 4% or $117,181 at 6%; with 50% employer match about $117,181 at 4% or $78,121 at 6%; with 100% employer match about $87,886 at 4% or $58,590 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$554,823$178,600$22,325iApproximate average salary by contribution assumption: employee only about $558,125 at 4% or $372,083 at 6%; with 50% employer match about $372,083 at 4% or $248,056 at 6%; with 100% employer match about $279,063 at 4% or $186,042 at 6%.
201528$1,419,447$255,530$31,941iApproximate average salary by contribution assumption: employee only about $798,531 at 4% or $532,354 at 6%; with 50% employer match about $532,354 at 4% or $354,903 at 6%; with 100% employer match about $399,266 at 4% or $266,177 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-8$1,049,988$55,530$6,941iApproximate average salary by contribution assumption: employee only about $173,531 at 4% or $115,688 at 6%; with 50% employer match about $115,688 at 4% or $77,125 at 6%; with 100% employer match about $86,766 at 4% or $57,844 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-8$369,459$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201426$1,157,513$224,690$37,448iApproximate average salary by contribution assumption: employee only about $936,208 at 4% or $624,139 at 6%; with 50% employer match about $624,139 at 4% or $416,093 at 6%; with 100% employer match about $468,104 at 4% or $312,069 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6$978,913$46,090$7,682iApproximate average salary by contribution assumption: employee only about $192,042 at 4% or $128,028 at 6%; with 50% employer match about $128,028 at 4% or $85,352 at 6%; with 100% employer match about $96,021 at 4% or $64,014 at 6%.
James N. Gonzalez, M.D. Cash Balance Plan-6$178,600$178,600$29,767iApproximate average salary by contribution assumption: employee only about $744,167 at 4% or $496,111 at 6%; with 50% employer match about $496,111 at 4% or $330,741 at 6%; with 100% employer match about $372,083 at 4% or $248,056 at 6%.
201315$847,959$63,826$12,765iApproximate average salary by contribution assumption: employee only about $319,130 at 4% or $212,753 at 6%; with 50% employer match about $212,753 at 4% or $141,836 at 6%; with 100% employer match about $159,565 at 4% or $106,377 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-5$847,959$63,826$12,765iApproximate average salary by contribution assumption: employee only about $319,130 at 4% or $212,753 at 6%; with 50% employer match about $212,753 at 4% or $141,836 at 6%; with 100% employer match about $159,565 at 4% or $106,377 at 6%.
201217$753,211$69,648$9,950iApproximate average salary by contribution assumption: employee only about $248,743 at 4% or $165,829 at 6%; with 50% employer match about $165,829 at 4% or $110,552 at 6%; with 100% employer match about $124,371 at 4% or $82,914 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-7$753,211$69,648$9,950iApproximate average salary by contribution assumption: employee only about $248,743 at 4% or $165,829 at 6%; with 50% employer match about $165,829 at 4% or $110,552 at 6%; with 100% employer match about $124,371 at 4% or $82,914 at 6%.
201116$647,169$277,934$46,322iApproximate average salary by contribution assumption: employee only about $1,158,058 at 4% or $772,039 at 6%; with 50% employer match about $772,039 at 4% or $514,693 at 6%; with 100% employer match about $579,029 at 4% or $386,019 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6$647,169$277,934$46,322iApproximate average salary by contribution assumption: employee only about $1,158,058 at 4% or $772,039 at 6%; with 50% employer match about $772,039 at 4% or $514,693 at 6%; with 100% employer match about $579,029 at 4% or $386,019 at 6%.
201016$372,918$69,008$11,501iApproximate average salary by contribution assumption: employee only about $287,533 at 4% or $191,689 at 6%; with 50% employer match about $191,689 at 4% or $127,793 at 6%; with 100% employer match about $143,767 at 4% or $95,844 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6$372,918$69,008$11,501iApproximate average salary by contribution assumption: employee only about $287,533 at 4% or $191,689 at 6%; with 50% employer match about $191,689 at 4% or $127,793 at 6%; with 100% employer match about $143,767 at 4% or $95,844 at 6%.
200917$281,948$66,019$9,431iApproximate average salary by contribution assumption: employee only about $235,782 at 4% or $157,188 at 6%; with 50% employer match about $157,188 at 4% or $104,792 at 6%; with 100% employer match about $117,891 at 4% or $78,594 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-7$281,948$66,019$9,431iApproximate average salary by contribution assumption: employee only about $235,782 at 4% or $157,188 at 6%; with 50% employer match about $157,188 at 4% or $104,792 at 6%; with 100% employer match about $117,891 at 4% or $78,594 at 6%.
200817$187,435$62,984$8,998iApproximate average salary by contribution assumption: employee only about $224,943 at 4% or $149,962 at 6%; with 50% employer match about $149,962 at 4% or $99,975 at 6%; with 100% employer match about $112,471 at 4% or $74,981 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-7$187,435$62,984$8,998iApproximate average salary by contribution assumption: employee only about $224,943 at 4% or $149,962 at 6%; with 50% employer match about $149,962 at 4% or $99,975 at 6%; with 100% employer match about $112,471 at 4% or $74,981 at 6%.
200716$0$0-
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6---
200616$99,144$53,003$8,834iApproximate average salary by contribution assumption: employee only about $220,846 at 4% or $147,231 at 6%; with 50% employer match about $147,231 at 4% or $98,154 at 6%; with 100% employer match about $110,423 at 4% or $73,615 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-6$99,144$53,003$8,834iApproximate average salary by contribution assumption: employee only about $220,846 at 4% or $147,231 at 6%; with 50% employer match about $147,231 at 4% or $98,154 at 6%; with 100% employer match about $110,423 at 4% or $73,615 at 6%.
200515$45,400$45,400$9,080iApproximate average salary by contribution assumption: employee only about $227,000 at 4% or $151,333 at 6%; with 50% employer match about $151,333 at 4% or $100,889 at 6%; with 100% employer match about $113,500 at 4% or $75,667 at 6%.
James N. Gonzalez, M.D. 401K Profit Sharing Plan-5$45,400$45,400$9,080iApproximate average salary by contribution assumption: employee only about $227,000 at 4% or $151,333 at 6%; with 50% employer match about $151,333 at 4% or $100,889 at 6%; with 100% employer match about $113,500 at 4% or $75,667 at 6%.