Civic Intelligence

Dr. Montgomery & Dr. Kiriak, Apc

Plan context: Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan

EIN 72-1605439 • Mission Viejo, CA • 7 filings • 2 plans

26800 Crown Valley Parkway, #405Mission Viejo, CA 92691-8022
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$526,567

2015 Contributions

$2,100

Historical Graphs

Total Assets Over Time

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

$526,567$263,284$0200920122014YearValue
$526,567Latest year 2014

Participants Over Time

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

1370200920122014YearValue
7Latest year 2014

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
201510$0$2,100-
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-0$0$2,100-
201417$526,567$4,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-7$526,567$4,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201317$513,143$4,800$686iApproximate average salary by contribution assumption: employee only about $17,143 at 4% or $11,429 at 6%; with 50% employer match about $11,429 at 4% or $7,619 at 6%; with 100% employer match about $8,571 at 4% or $5,714 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-7$513,143$4,800$686iApproximate average salary by contribution assumption: employee only about $17,143 at 4% or $11,429 at 6%; with 50% employer match about $11,429 at 4% or $7,619 at 6%; with 100% employer match about $8,571 at 4% or $5,714 at 6%.
201217$411,223$3,900$557iApproximate average salary by contribution assumption: employee only about $13,929 at 4% or $9,286 at 6%; with 50% employer match about $9,286 at 4% or $6,190 at 6%; with 100% employer match about $6,964 at 4% or $4,643 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-7$411,223$3,900$557iApproximate average salary by contribution assumption: employee only about $13,929 at 4% or $9,286 at 6%; with 50% employer match about $9,286 at 4% or $6,190 at 6%; with 100% employer match about $6,964 at 4% or $4,643 at 6%.
201117$352,066$4,400$629iApproximate average salary by contribution assumption: employee only about $15,714 at 4% or $10,476 at 6%; with 50% employer match about $10,476 at 4% or $6,984 at 6%; with 100% employer match about $7,857 at 4% or $5,238 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-7$352,066$4,400$629iApproximate average salary by contribution assumption: employee only about $15,714 at 4% or $10,476 at 6%; with 50% employer match about $10,476 at 4% or $6,984 at 6%; with 100% employer match about $7,857 at 4% or $5,238 at 6%.
2010112$448,114$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-12$448,114$5,000$417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%.
2009113$462,918$9,750$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Dr. Montgomery & Dr. Kiriak, Apc 401(K) Profit Sharing Plan-13$462,918$9,750$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.