Bruce a Ourieff MD Inc
Plan context: Bruce a Ourieff MD Inc Profit Sharing Plan Trust
EIN 77-0084244 • Nipomo, CA • 49 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,030,052
2024 Contributions
$594,845
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,030,052 | $594,845 | $198,282iApproximate average salary by contribution assumption: employee only about $4,957,042 at 4% or $3,304,694 at 6%; with 50% employer match about $3,304,694 at 4% or $2,203,130 at 6%; with 100% employer match about $2,478,521 at 4% or $1,652,347 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 3 | $1,030,052 | $594,845 | $198,282iApproximate average salary by contribution assumption: employee only about $4,957,042 at 4% or $3,304,694 at 6%; with 50% employer match about $3,304,694 at 4% or $2,203,130 at 6%; with 100% employer match about $2,478,521 at 4% or $1,652,347 at 6%. |
| 2023 | 2 | 3 | $452,871 | $49,892 | $16,631iApproximate average salary by contribution assumption: employee only about $415,767 at 4% or $277,178 at 6%; with 50% employer match about $277,178 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 3 | $452,871 | $49,892 | $16,631iApproximate average salary by contribution assumption: employee only about $415,767 at 4% or $277,178 at 6%; with 50% employer match about $277,178 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2022 | 2 | 3 | $3,037,568 | $0 | - |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,634,589 | - | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 3 | $402,979 | - | - |
| 2021 | 2 | 3 | $3,371,709 | $9,410 | $3,137iApproximate average salary by contribution assumption: employee only about $78,417 at 4% or $52,278 at 6%; with 50% employer match about $52,278 at 4% or $34,852 at 6%; with 100% employer match about $39,208 at 4% or $26,139 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 3 | $2,968,730 | $9,410 | $3,137iApproximate average salary by contribution assumption: employee only about $78,417 at 4% or $52,278 at 6%; with 50% employer match about $52,278 at 4% or $34,852 at 6%; with 100% employer match about $39,208 at 4% or $26,139 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 3 | $402,979 | - | - |
| 2020 | 2 | 12 | $3,758,869 | $11,374 | $948iApproximate average salary by contribution assumption: employee only about $23,696 at 4% or $15,797 at 6%; with 50% employer match about $15,797 at 4% or $10,531 at 6%; with 100% employer match about $11,848 at 4% or $7,899 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 12 | $3,361,803 | - | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | - | $397,066 | $11,374 | - |
| 2019 | 2 | 12 | $3,372,338 | $0 | - |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 12 | $3,016,103 | - | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 12 | $356,235 | - | - |
| 2018 | 2 | 11 | $2,877,716 | $38,854 | $3,532iApproximate average salary by contribution assumption: employee only about $88,305 at 4% or $58,870 at 6%; with 50% employer match about $58,870 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,435 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 11 | $2,573,730 | $33,854 | $3,078iApproximate average salary by contribution assumption: employee only about $76,941 at 4% or $51,294 at 6%; with 50% employer match about $51,294 at 4% or $34,196 at 6%; with 100% employer match about $38,470 at 4% or $25,647 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 11 | $303,986 | $5,000 | $455iApproximate average salary by contribution assumption: employee only about $11,364 at 4% or $7,576 at 6%; with 50% employer match about $7,576 at 4% or $5,051 at 6%; with 100% employer match about $5,682 at 4% or $3,788 at 6%. |
| 2017 | 2 | 10 | $3,048,966 | $0 | - |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 10 | $2,727,852 | - | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 10 | $321,114 | - | - |
| 2016 | 2 | 12 | $2,693,394 | $88,720 | $7,393iApproximate average salary by contribution assumption: employee only about $184,833 at 4% or $123,222 at 6%; with 50% employer match about $123,222 at 4% or $82,148 at 6%; with 100% employer match about $92,417 at 4% or $61,611 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 12 | $2,411,652 | $83,720 | $6,977iApproximate average salary by contribution assumption: employee only about $174,417 at 4% or $116,278 at 6%; with 50% employer match about $116,278 at 4% or $77,519 at 6%; with 100% employer match about $87,208 at 4% or $58,139 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 10 | $281,742 | $5,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2015 | 2 | 12 | $2,408,972 | $67,900 | $5,658iApproximate average salary by contribution assumption: employee only about $141,458 at 4% or $94,306 at 6%; with 50% employer match about $94,306 at 4% or $62,870 at 6%; with 100% employer match about $70,729 at 4% or $47,153 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 12 | $2,153,023 | $67,900 | $5,658iApproximate average salary by contribution assumption: employee only about $141,458 at 4% or $94,306 at 6%; with 50% employer match about $94,306 at 4% or $62,870 at 6%; with 100% employer match about $70,729 at 4% or $47,153 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 5 | $255,949 | - | - |
| 2014 | 2 | 10 | $2,415,473 | $20,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 10 | $2,151,695 | $20,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 5 | $263,778 | - | - |
| 2013 | 2 | 9 | $2,292,527 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 9 | $2,023,193 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 5 | $269,334 | - | - |
| 2012 | 2 | 11 | $2,252,831 | $90,000 | $8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 11 | $1,970,796 | $90,000 | $8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 6 | $282,035 | - | - |
| 2011 | 2 | 10 | $2,028,918 | $135,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 10 | $1,762,180 | $135,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 6 | $266,738 | - | - |
| 2010 | 2 | 10 | $1,854,645 | $250,000 | $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%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 10 | $1,593,438 | $250,000 | $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%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 8 | $261,207 | - | - |
| 2009 | 2 | 8 | $1,497,525 | $250,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 8 | $1,244,981 | $250,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 8 | $252,544 | - | - |
| 2008 | 2 | 7 | $228,972 | $1,492 | $213iApproximate average salary by contribution assumption: employee only about $5,329 at 4% or $3,552 at 6%; with 50% employer match about $3,552 at 4% or $2,368 at 6%; with 100% employer match about $2,664 at 4% or $1,776 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $228,972 | - | - |
| Bruce Ourieff Advantageplus Health Plan | - | 0 | - | $1,492 | - |
| 2007 | 3 | 7 | $1,784 | $2,093 | $299iApproximate average salary by contribution assumption: employee only about $7,475 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,738 at 4% or $2,492 at 6%. |
| Bruce Ourieff Advantageplus Health Plan | - | 2 | $1,784 | $2,093 | $1,047iApproximate average salary by contribution assumption: employee only about $26,163 at 4% or $17,442 at 6%; with 50% employer match about $17,442 at 4% or $11,628 at 6%; with 100% employer match about $13,081 at 4% or $8,721 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 7 | - | - | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | - | - | - |
| 2006 | 3 | 7 | $887,307 | $49,083 | $7,012iApproximate average salary by contribution assumption: employee only about $175,296 at 4% or $116,864 at 6%; with 50% employer match about $116,864 at 4% or $77,910 at 6%; with 100% employer match about $87,648 at 4% or $58,432 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $558,818 | $47,000 | $6,714iApproximate average salary by contribution assumption: employee only about $167,857 at 4% or $111,905 at 6%; with 50% employer match about $111,905 at 4% or $74,603 at 6%; with 100% employer match about $83,929 at 4% or $55,952 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $325,901 | - | - |
| Bruce Ourieff Advantageplus Health Plan | - | 2 | $2,588 | $2,083 | $1,042iApproximate average salary by contribution assumption: employee only about $26,038 at 4% or $17,358 at 6%; with 50% employer match about $17,358 at 4% or $11,572 at 6%; with 100% employer match about $13,019 at 4% or $8,679 at 6%. |
| 2005 | 3 | 7 | $796,126 | $127,898 | $18,271iApproximate average salary by contribution assumption: employee only about $456,779 at 4% or $304,519 at 6%; with 50% employer match about $304,519 at 4% or $203,013 at 6%; with 100% employer match about $228,389 at 4% or $152,260 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $485,171 | $124,750 | $17,821iApproximate average salary by contribution assumption: employee only about $445,536 at 4% or $297,024 at 6%; with 50% employer match about $297,024 at 4% or $198,016 at 6%; with 100% employer match about $222,768 at 4% or $148,512 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $308,933 | - | - |
| Bruce Ourieff Advantageplus Health Plan | - | 3 | $2,022 | $3,148 | $1,049iApproximate average salary by contribution assumption: employee only about $26,233 at 4% or $17,489 at 6%; with 50% employer match about $17,489 at 4% or $11,659 at 6%; with 100% employer match about $13,117 at 4% or $8,744 at 6%. |
| 2004 | 2 | 7 | $659,516 | $152,812 | $21,830iApproximate average salary by contribution assumption: employee only about $545,757 at 4% or $363,838 at 6%; with 50% employer match about $363,838 at 4% or $242,559 at 6%; with 100% employer match about $272,879 at 4% or $181,919 at 6%. |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $346,681 | $152,812 | $21,830iApproximate average salary by contribution assumption: employee only about $545,757 at 4% or $363,838 at 6%; with 50% employer match about $363,838 at 4% or $242,559 at 6%; with 100% employer match about $272,879 at 4% or $181,919 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $312,835 | - | - |
| 2003 | 2 | 7 | $512,566 | $190,000 | $27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $322,566 | - | - |
| Bruce a. Ourieff, M.D. Inc. Defined Benefit Pension Plan | - | 7 | $190,000 | $190,000 | $27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 6 | - | - | - |
| 1999 | 1 | 7 | $383,586 | $36,195 | $5,171iApproximate average salary by contribution assumption: employee only about $129,268 at 4% or $86,179 at 6%; with 50% employer match about $86,179 at 4% or $57,452 at 6%; with 100% employer match about $64,634 at 4% or $43,089 at 6%. |
| Bruce a Ourieff MD Inc Profit Sharing Plan Trust | - | 7 | $383,586 | $36,195 | $5,171iApproximate average salary by contribution assumption: employee only about $129,268 at 4% or $86,179 at 6%; with 50% employer match about $86,179 at 4% or $57,452 at 6%; with 100% employer match about $64,634 at 4% or $43,089 at 6%. |