Civic Intelligence

Daniel N. Ovadia, M.D.

Plan context: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

EIN 77-0075878 • Santa Barbara, CA • 31 filings • 5 plans

2040 Alameda Padre Serra, #109Santa Barbara, CA 93103
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$337,946

2024 Contributions

$93,470

Historical Graphs

Total Assets Over Time

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

$3,518,190$1,759,095$0199920122024YearValue
$337,946Latest year 2024

Participants Over Time

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

630199920112024YearValue
3Latest 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
202413$337,946$93,470$31,157iApproximate average salary by contribution assumption: employee only about $778,917 at 4% or $519,278 at 6%; with 50% employer match about $519,278 at 4% or $346,185 at 6%; with 100% employer match about $389,458 at 4% or $259,639 at 6%.
DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN-3$337,946$93,470$31,157iApproximate average salary by contribution assumption: employee only about $778,917 at 4% or $519,278 at 6%; with 50% employer match about $519,278 at 4% or $346,185 at 6%; with 100% employer match about $389,458 at 4% or $259,639 at 6%.
202313$219,517$78,250$26,083iApproximate average salary by contribution assumption: employee only about $652,083 at 4% or $434,722 at 6%; with 50% employer match about $434,722 at 4% or $289,815 at 6%; with 100% employer match about $326,042 at 4% or $217,361 at 6%.
DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN-3$219,517$78,250$26,083iApproximate average salary by contribution assumption: employee only about $652,083 at 4% or $434,722 at 6%; with 50% employer match about $434,722 at 4% or $289,815 at 6%; with 100% employer match about $326,042 at 4% or $217,361 at 6%.
202213$123,689$70,744$23,581iApproximate average salary by contribution assumption: employee only about $589,533 at 4% or $393,022 at 6%; with 50% employer match about $393,022 at 4% or $262,015 at 6%; with 100% employer match about $294,767 at 4% or $196,511 at 6%.
DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN-3$123,689$70,744$23,581iApproximate average salary by contribution assumption: employee only about $589,533 at 4% or $393,022 at 6%; with 50% employer match about $393,022 at 4% or $262,015 at 6%; with 100% employer match about $294,767 at 4% or $196,511 at 6%.
202113$69,112$67,759$22,586iApproximate average salary by contribution assumption: employee only about $564,658 at 4% or $376,439 at 6%; with 50% employer match about $376,439 at 4% or $250,959 at 6%; with 100% employer match about $282,329 at 4% or $188,219 at 6%.
DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN-3$69,112$67,759$22,586iApproximate average salary by contribution assumption: employee only about $564,658 at 4% or $376,439 at 6%; with 50% employer match about $376,439 at 4% or $250,959 at 6%; with 100% employer match about $282,329 at 4% or $188,219 at 6%.
201910$0$0-
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-0---
201811$40,300$324$324iApproximate average salary by contribution assumption: employee only about $8,100 at 4% or $5,400 at 6%; with 50% employer match about $5,400 at 4% or $3,600 at 6%; with 100% employer match about $4,050 at 4% or $2,700 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-1$40,300$324$324iApproximate average salary by contribution assumption: employee only about $8,100 at 4% or $5,400 at 6%; with 50% employer match about $5,400 at 4% or $3,600 at 6%; with 100% employer match about $4,050 at 4% or $2,700 at 6%.
201713$3,518,190$63,900$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-3$3,518,190$63,900$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
201614$2,898,455$98,426$24,607iApproximate average salary by contribution assumption: employee only about $615,163 at 4% or $410,108 at 6%; with 50% employer match about $410,108 at 4% or $273,406 at 6%; with 100% employer match about $307,581 at 4% or $205,054 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$2,898,455$98,426$24,607iApproximate average salary by contribution assumption: employee only about $615,163 at 4% or $410,108 at 6%; with 50% employer match about $410,108 at 4% or $273,406 at 6%; with 100% employer match about $307,581 at 4% or $205,054 at 6%.
201514$2,675,237$101,393$25,348iApproximate average salary by contribution assumption: employee only about $633,706 at 4% or $422,471 at 6%; with 50% employer match about $422,471 at 4% or $281,647 at 6%; with 100% employer match about $316,853 at 4% or $211,235 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$2,675,237$101,393$25,348iApproximate average salary by contribution assumption: employee only about $633,706 at 4% or $422,471 at 6%; with 50% employer match about $422,471 at 4% or $281,647 at 6%; with 100% employer match about $316,853 at 4% or $211,235 at 6%.
201414$2,609,261$98,044$24,511iApproximate average salary by contribution assumption: employee only about $612,775 at 4% or $408,517 at 6%; with 50% employer match about $408,517 at 4% or $272,344 at 6%; with 100% employer match about $306,388 at 4% or $204,258 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$2,609,261$98,044$24,511iApproximate average salary by contribution assumption: employee only about $612,775 at 4% or $408,517 at 6%; with 50% employer match about $408,517 at 4% or $272,344 at 6%; with 100% employer match about $306,388 at 4% or $204,258 at 6%.
201314$2,229,888$97,327$24,332iApproximate average salary by contribution assumption: employee only about $608,294 at 4% or $405,529 at 6%; with 50% employer match about $405,529 at 4% or $270,353 at 6%; with 100% employer match about $304,147 at 4% or $202,765 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$2,229,888$97,327$24,332iApproximate average salary by contribution assumption: employee only about $608,294 at 4% or $405,529 at 6%; with 50% employer match about $405,529 at 4% or $270,353 at 6%; with 100% employer match about $304,147 at 4% or $202,765 at 6%.
201214$1,955,089$96,359$24,090iApproximate average salary by contribution assumption: employee only about $602,244 at 4% or $401,496 at 6%; with 50% employer match about $401,496 at 4% or $267,664 at 6%; with 100% employer match about $301,122 at 4% or $200,748 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$1,955,089$96,359$24,090iApproximate average salary by contribution assumption: employee only about $602,244 at 4% or $401,496 at 6%; with 50% employer match about $401,496 at 4% or $267,664 at 6%; with 100% employer match about $301,122 at 4% or $200,748 at 6%.
201114$1,763,938$91,743$22,936iApproximate average salary by contribution assumption: employee only about $573,394 at 4% or $382,263 at 6%; with 50% employer match about $382,263 at 4% or $254,842 at 6%; with 100% employer match about $286,697 at 4% or $191,131 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$1,763,938$91,743$22,936iApproximate average salary by contribution assumption: employee only about $573,394 at 4% or $382,263 at 6%; with 50% employer match about $382,263 at 4% or $254,842 at 6%; with 100% employer match about $286,697 at 4% or $191,131 at 6%.
201024$1,665,889$1,197,109$299,277iApproximate average salary by contribution assumption: employee only about $7,481,931 at 4% or $4,987,954 at 6%; with 50% employer match about $4,987,954 at 4% or $3,325,303 at 6%; with 100% employer match about $3,740,966 at 4% or $2,493,977 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$1,665,889$1,197,109$299,277iApproximate average salary by contribution assumption: employee only about $7,481,931 at 4% or $4,987,954 at 6%; with 50% employer match about $4,987,954 at 4% or $3,325,303 at 6%; with 100% employer match about $3,740,966 at 4% or $2,493,977 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-0---
200924$1,453,892$90,628$22,657iApproximate average salary by contribution assumption: employee only about $566,425 at 4% or $377,617 at 6%; with 50% employer match about $377,617 at 4% or $251,744 at 6%; with 100% employer match about $283,213 at 4% or $188,808 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4$1,075,533--
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$378,359$90,628$22,657iApproximate average salary by contribution assumption: employee only about $566,425 at 4% or $377,617 at 6%; with 50% employer match about $377,617 at 4% or $251,744 at 6%; with 100% employer match about $283,213 at 4% or $188,808 at 6%.
200824$243,972$326,577$81,644iApproximate average salary by contribution assumption: employee only about $2,041,106 at 4% or $1,360,738 at 6%; with 50% employer match about $1,360,738 at 4% or $907,158 at 6%; with 100% employer match about $1,020,553 at 4% or $680,369 at 6%.
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4$243,972$326,577$81,644iApproximate average salary by contribution assumption: employee only about $2,041,106 at 4% or $1,360,738 at 6%; with 50% employer match about $1,360,738 at 4% or $907,158 at 6%; with 100% employer match about $1,020,553 at 4% or $680,369 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4---
200724$0$0-
Daniel N. Ovadia, M.D. 401(K) Profit Sharing Plan-4---
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-3---
200613$1,121,369$284,524$94,841iApproximate average salary by contribution assumption: employee only about $2,371,033 at 4% or $1,580,689 at 6%; with 50% employer match about $1,580,689 at 4% or $1,053,793 at 6%; with 100% employer match about $1,185,517 at 4% or $790,344 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-3$1,121,369$284,524$94,841iApproximate average salary by contribution assumption: employee only about $2,371,033 at 4% or $1,580,689 at 6%; with 50% employer match about $1,580,689 at 4% or $1,053,793 at 6%; with 100% employer match about $1,185,517 at 4% or $790,344 at 6%.
200514$804,939$94,456$23,614iApproximate average salary by contribution assumption: employee only about $590,350 at 4% or $393,567 at 6%; with 50% employer match about $393,567 at 4% or $262,378 at 6%; with 100% employer match about $295,175 at 4% or $196,783 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4$804,939$94,456$23,614iApproximate average salary by contribution assumption: employee only about $590,350 at 4% or $393,567 at 6%; with 50% employer match about $393,567 at 4% or $262,378 at 6%; with 100% employer match about $295,175 at 4% or $196,783 at 6%.
200414$706,896$86,379$21,595iApproximate average salary by contribution assumption: employee only about $539,869 at 4% or $359,913 at 6%; with 50% employer match about $359,913 at 4% or $239,942 at 6%; with 100% employer match about $269,934 at 4% or $179,956 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4$706,896$86,379$21,595iApproximate average salary by contribution assumption: employee only about $539,869 at 4% or $359,913 at 6%; with 50% employer match about $359,913 at 4% or $239,942 at 6%; with 100% employer match about $269,934 at 4% or $179,956 at 6%.
200314$0$0-
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4---
200224$446,619$339,588$84,897iApproximate average salary by contribution assumption: employee only about $2,122,425 at 4% or $1,414,950 at 6%; with 50% employer match about $1,414,950 at 4% or $943,300 at 6%; with 100% employer match about $1,061,213 at 4% or $707,475 at 6%.
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-4$446,619$339,588$84,897iApproximate average salary by contribution assumption: employee only about $2,122,425 at 4% or $1,414,950 at 6%; with 50% employer match about $1,414,950 at 4% or $943,300 at 6%; with 100% employer match about $1,061,213 at 4% or $707,475 at 6%.
Daniel N. Ovadia, M.D. Money Purchase Pension Plan-0---
200123$378,685$93,870$31,290iApproximate average salary by contribution assumption: employee only about $782,250 at 4% or $521,500 at 6%; with 50% employer match about $521,500 at 4% or $347,667 at 6%; with 100% employer match about $391,125 at 4% or $260,750 at 6%.
Daniel N. Ovadia, M.D. Money Purchase Pension Plan-3$284,815--
Daniel N. Ovadia, M.D. Defined Benefit Pension Plan-3$93,870$93,870$31,290iApproximate average salary by contribution assumption: employee only about $782,250 at 4% or $521,500 at 6%; with 50% employer match about $521,500 at 4% or $347,667 at 6%; with 100% employer match about $391,125 at 4% or $260,750 at 6%.
200013$337,232$35,871$11,957iApproximate average salary by contribution assumption: employee only about $298,925 at 4% or $199,283 at 6%; with 50% employer match about $199,283 at 4% or $132,856 at 6%; with 100% employer match about $149,463 at 4% or $99,642 at 6%.
Daniel N. Ovadia, M.D. Money Purchase Pension Plan-3$337,232$35,871$11,957iApproximate average salary by contribution assumption: employee only about $298,925 at 4% or $199,283 at 6%; with 50% employer match about $199,283 at 4% or $132,856 at 6%; with 100% employer match about $149,463 at 4% or $99,642 at 6%.
199916$396,986$42,940$7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,458 at 4% or $59,639 at 6%.
Daniel N. Ovadia, M.D. Money Purchase Pension Plan-6$396,986$42,940$7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,458 at 4% or $59,639 at 6%.
Daniel N. Ovadia, M.D. | EIN 77-0075878 | 2024 Form 5500 Company Profile