Civic Intelligence

Joseph Baran Jr MD Inc

Plan context: Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust

EIN 71-0915293 • San Diego, CA • 18 filings • 4 plans

4987 Marlborough DrSan Diego, CA 92116-2347
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,561,935

2024 Contributions

$93,849

Historical Graphs

Total Assets Over Time

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

$2,561,935$1,280,968$0200320162024YearValue
$2,561,935Latest year 2024

Participants Over Time

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

210200320162024YearValue
2Latest 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
202412$2,561,935$93,849$46,925iApproximate average salary by contribution assumption: employee only about $1,173,113 at 4% or $782,075 at 6%; with 50% employer match about $782,075 at 4% or $521,383 at 6%; with 100% employer match about $586,556 at 4% or $391,038 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$2,561,935$93,849$46,925iApproximate average salary by contribution assumption: employee only about $1,173,113 at 4% or $782,075 at 6%; with 50% employer match about $782,075 at 4% or $521,383 at 6%; with 100% employer match about $586,556 at 4% or $391,038 at 6%.
202312$2,180,619$89,693$44,847iApproximate average salary by contribution assumption: employee only about $1,121,163 at 4% or $747,442 at 6%; with 50% employer match about $747,442 at 4% or $498,294 at 6%; with 100% employer match about $560,581 at 4% or $373,721 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$2,180,619$89,693$44,847iApproximate average salary by contribution assumption: employee only about $1,121,163 at 4% or $747,442 at 6%; with 50% employer match about $747,442 at 4% or $498,294 at 6%; with 100% employer match about $560,581 at 4% or $373,721 at 6%.
202212$1,869,090$84,178$42,089iApproximate average salary by contribution assumption: employee only about $1,052,225 at 4% or $701,483 at 6%; with 50% employer match about $701,483 at 4% or $467,656 at 6%; with 100% employer match about $526,113 at 4% or $350,742 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$1,869,090$84,178$42,089iApproximate average salary by contribution assumption: employee only about $1,052,225 at 4% or $701,483 at 6%; with 50% employer match about $701,483 at 4% or $467,656 at 6%; with 100% employer match about $526,113 at 4% or $350,742 at 6%.
202112$2,024,476$81,098$40,549iApproximate average salary by contribution assumption: employee only about $1,013,725 at 4% or $675,817 at 6%; with 50% employer match about $675,817 at 4% or $450,544 at 6%; with 100% employer match about $506,863 at 4% or $337,908 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$2,024,476$81,098$40,549iApproximate average salary by contribution assumption: employee only about $1,013,725 at 4% or $675,817 at 6%; with 50% employer match about $675,817 at 4% or $450,544 at 6%; with 100% employer match about $506,863 at 4% or $337,908 at 6%.
202012$1,695,032$80,438$40,219iApproximate average salary by contribution assumption: employee only about $1,005,475 at 4% or $670,317 at 6%; with 50% employer match about $670,317 at 4% or $446,878 at 6%; with 100% employer match about $502,738 at 4% or $335,158 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$1,695,032$80,438$40,219iApproximate average salary by contribution assumption: employee only about $1,005,475 at 4% or $670,317 at 6%; with 50% employer match about $670,317 at 4% or $446,878 at 6%; with 100% employer match about $502,738 at 4% or $335,158 at 6%.
201912$1,459,832$72,879$36,440iApproximate average salary by contribution assumption: employee only about $910,988 at 4% or $607,325 at 6%; with 50% employer match about $607,325 at 4% or $404,883 at 6%; with 100% employer match about $455,494 at 4% or $303,663 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$1,459,832$72,879$36,440iApproximate average salary by contribution assumption: employee only about $910,988 at 4% or $607,325 at 6%; with 50% employer match about $607,325 at 4% or $404,883 at 6%; with 100% employer match about $455,494 at 4% or $303,663 at 6%.
201812$1,148,078$71,424$35,712iApproximate average salary by contribution assumption: employee only about $892,800 at 4% or $595,200 at 6%; with 50% employer match about $595,200 at 4% or $396,800 at 6%; with 100% employer match about $446,400 at 4% or $297,600 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$1,148,078$71,424$35,712iApproximate average salary by contribution assumption: employee only about $892,800 at 4% or $595,200 at 6%; with 50% employer match about $595,200 at 4% or $396,800 at 6%; with 100% employer match about $446,400 at 4% or $297,600 at 6%.
201712$1,138,776$68,835$34,418iApproximate average salary by contribution assumption: employee only about $860,438 at 4% or $573,625 at 6%; with 50% employer match about $573,625 at 4% or $382,417 at 6%; with 100% employer match about $430,219 at 4% or $286,813 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$1,138,776$68,835$34,418iApproximate average salary by contribution assumption: employee only about $860,438 at 4% or $573,625 at 6%; with 50% employer match about $573,625 at 4% or $382,417 at 6%; with 100% employer match about $430,219 at 4% or $286,813 at 6%.
201612$913,361$69,019$34,510iApproximate average salary by contribution assumption: employee only about $862,738 at 4% or $575,158 at 6%; with 50% employer match about $575,158 at 4% or $383,439 at 6%; with 100% employer match about $431,369 at 4% or $287,579 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$913,361$69,019$34,510iApproximate average salary by contribution assumption: employee only about $862,738 at 4% or $575,158 at 6%; with 50% employer match about $575,158 at 4% or $383,439 at 6%; with 100% employer match about $431,369 at 4% or $287,579 at 6%.
201512$787,870$66,974$33,487iApproximate average salary by contribution assumption: employee only about $837,175 at 4% or $558,117 at 6%; with 50% employer match about $558,117 at 4% or $372,078 at 6%; with 100% employer match about $418,588 at 4% or $279,058 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$787,870$66,974$33,487iApproximate average salary by contribution assumption: employee only about $837,175 at 4% or $558,117 at 6%; with 50% employer match about $558,117 at 4% or $372,078 at 6%; with 100% employer match about $418,588 at 4% or $279,058 at 6%.
201412$736,774$65,355$32,678iApproximate average salary by contribution assumption: employee only about $816,938 at 4% or $544,625 at 6%; with 50% employer match about $544,625 at 4% or $363,083 at 6%; with 100% employer match about $408,469 at 4% or $272,313 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$736,774$65,355$32,678iApproximate average salary by contribution assumption: employee only about $816,938 at 4% or $544,625 at 6%; with 50% employer match about $544,625 at 4% or $363,083 at 6%; with 100% employer match about $408,469 at 4% or $272,313 at 6%.
201312$624,371$64,626$32,313iApproximate average salary by contribution assumption: employee only about $807,825 at 4% or $538,550 at 6%; with 50% employer match about $538,550 at 4% or $359,033 at 6%; with 100% employer match about $403,913 at 4% or $269,275 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$624,371$64,626$32,313iApproximate average salary by contribution assumption: employee only about $807,825 at 4% or $538,550 at 6%; with 50% employer match about $538,550 at 4% or $359,033 at 6%; with 100% employer match about $403,913 at 4% or $269,275 at 6%.
200812$153,034$68,248$34,124iApproximate average salary by contribution assumption: employee only about $853,100 at 4% or $568,733 at 6%; with 50% employer match about $568,733 at 4% or $379,156 at 6%; with 100% employer match about $426,550 at 4% or $284,367 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$153,034$68,248$34,124iApproximate average salary by contribution assumption: employee only about $853,100 at 4% or $568,733 at 6%; with 50% employer match about $568,733 at 4% or $379,156 at 6%; with 100% employer match about $426,550 at 4% or $284,367 at 6%.
200712$0$0-
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2---
200612$108,036$37,942$18,971iApproximate average salary by contribution assumption: employee only about $474,275 at 4% or $316,183 at 6%; with 50% employer match about $316,183 at 4% or $210,789 at 6%; with 100% employer match about $237,138 at 4% or $158,092 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$108,036$37,942$18,971iApproximate average salary by contribution assumption: employee only about $474,275 at 4% or $316,183 at 6%; with 50% employer match about $316,183 at 4% or $210,789 at 6%; with 100% employer match about $237,138 at 4% or $158,092 at 6%.
200512$62,315$33,237$16,619iApproximate average salary by contribution assumption: employee only about $415,463 at 4% or $276,975 at 6%; with 50% employer match about $276,975 at 4% or $184,650 at 6%; with 100% employer match about $207,731 at 4% or $138,488 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-2$62,315$33,237$16,619iApproximate average salary by contribution assumption: employee only about $415,463 at 4% or $276,975 at 6%; with 50% employer match about $276,975 at 4% or $184,650 at 6%; with 100% employer match about $207,731 at 4% or $138,488 at 6%.
200411$25,436$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-1$25,436$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200311$12,000$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Joseph Baran Jr MD Inc 401 K Profit Sharing Plan Trust-1$12,000$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.