Civic Intelligence

Julio Soares, M.D.

Plan context: Julio Soares, M.D. 401(K) Plan

EIN 77-0143765 • Santa Barbara, CA • 20 filings • 3 plans

5333 Hollister Avenue, Suite 105Santa Barbara, CA 93111
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$728,490

2015 Contributions

$49,672

Historical Graphs

Total Assets Over Time

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

$2,358,178$1,179,089$0200020082014YearValue
$728,490Latest year 2014

Participants Over Time

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

630200020072014YearValue
5Latest 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$0-
Julio Soares, M.D. 401(K) Plan-0$0$0-
201415$728,490$49,672$9,934iApproximate average salary by contribution assumption: employee only about $248,360 at 4% or $165,573 at 6%; with 50% employer match about $165,573 at 4% or $110,382 at 6%; with 100% employer match about $124,180 at 4% or $82,787 at 6%.
Julio Soares, M.D. 401(K) Plan-5$728,490$49,672$9,934iApproximate average salary by contribution assumption: employee only about $248,360 at 4% or $165,573 at 6%; with 50% employer match about $165,573 at 4% or $110,382 at 6%; with 100% employer match about $124,180 at 4% or $82,787 at 6%.
201315$678,699$49,525$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
Julio Soares, M.D. 401(K) Plan-5$678,699$49,525$9,905iApproximate average salary by contribution assumption: employee only about $247,625 at 4% or $165,083 at 6%; with 50% employer match about $165,083 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
201214$710,979$60,833$15,208iApproximate average salary by contribution assumption: employee only about $380,206 at 4% or $253,471 at 6%; with 50% employer match about $253,471 at 4% or $168,981 at 6%; with 100% employer match about $190,103 at 4% or $126,735 at 6%.
Julio Soares, M.D. 401(K) Plan-4$710,979$60,833$15,208iApproximate average salary by contribution assumption: employee only about $380,206 at 4% or $253,471 at 6%; with 50% employer match about $253,471 at 4% or $168,981 at 6%; with 100% employer match about $190,103 at 4% or $126,735 at 6%.
201116$660,881$54,932$9,155iApproximate average salary by contribution assumption: employee only about $228,883 at 4% or $152,589 at 6%; with 50% employer match about $152,589 at 4% or $101,726 at 6%; with 100% employer match about $114,442 at 4% or $76,294 at 6%.
Julio Soares, M.D. 401(K) Plan-6$660,881$54,932$9,155iApproximate average salary by contribution assumption: employee only about $228,883 at 4% or $152,589 at 6%; with 50% employer match about $152,589 at 4% or $101,726 at 6%; with 100% employer match about $114,442 at 4% or $76,294 at 6%.
201015$602,810$54,614$10,923iApproximate average salary by contribution assumption: employee only about $273,070 at 4% or $182,047 at 6%; with 50% employer match about $182,047 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
Julio Soares, M.D. 401(K) Plan-5$602,810$54,614$10,923iApproximate average salary by contribution assumption: employee only about $273,070 at 4% or $182,047 at 6%; with 50% employer match about $182,047 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
200915$567,719$57,253$11,451iApproximate average salary by contribution assumption: employee only about $286,265 at 4% or $190,843 at 6%; with 50% employer match about $190,843 at 4% or $127,229 at 6%; with 100% employer match about $143,133 at 4% or $95,422 at 6%.
Julio Soares, M.D. 401(K) Plan-5$567,719$57,253$11,451iApproximate average salary by contribution assumption: employee only about $286,265 at 4% or $190,843 at 6%; with 50% employer match about $190,843 at 4% or $127,229 at 6%; with 100% employer match about $143,133 at 4% or $95,422 at 6%.
200825$2,358,178$415,619$83,124iApproximate average salary by contribution assumption: employee only about $2,078,095 at 4% or $1,385,397 at 6%; with 50% employer match about $1,385,397 at 4% or $923,598 at 6%; with 100% employer match about $1,039,048 at 4% or $692,698 at 6%.
JULIO SOARES, M.D. DEFINED BENEFIT PENSION PLAN-2$1,851,039$358,092$179,046iApproximate average salary by contribution assumption: employee only about $4,476,150 at 4% or $2,984,100 at 6%; with 50% employer match about $2,984,100 at 4% or $1,989,400 at 6%; with 100% employer match about $2,238,075 at 4% or $1,492,050 at 6%.
Julio Soares, M.D. 401(K) Plan-5$507,139$57,527$11,505iApproximate average salary by contribution assumption: employee only about $287,635 at 4% or $191,757 at 6%; with 50% employer match about $191,757 at 4% or $127,838 at 6%; with 100% employer match about $143,818 at 4% or $95,878 at 6%.
200724$0$0-
Julio Soares, M.D. 401(K) Plan-4---
JULIO SOARES, M.D. DEFINED BENEFIT PENSION PLAN-2---
200624$1,136,776$552,644$138,161iApproximate average salary by contribution assumption: employee only about $3,454,025 at 4% or $2,302,683 at 6%; with 50% employer match about $2,302,683 at 4% or $1,535,122 at 6%; with 100% employer match about $1,727,013 at 4% or $1,151,342 at 6%.
JULIO SOARES, M.D. DEFINED BENEFIT PENSION PLAN-2$760,657$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Julio Soares, M.D. 401(K) Plan-4$376,119$52,644$13,161iApproximate average salary by contribution assumption: employee only about $329,025 at 4% or $219,350 at 6%; with 50% employer match about $219,350 at 4% or $146,233 at 6%; with 100% employer match about $164,513 at 4% or $109,675 at 6%.
200524$577,694$293,892$73,473iApproximate average salary by contribution assumption: employee only about $1,836,825 at 4% or $1,224,550 at 6%; with 50% employer match about $1,224,550 at 4% or $816,367 at 6%; with 100% employer match about $918,413 at 4% or $612,275 at 6%.
Julio Soares, M.D. 401(K) Plan-4$326,770$42,968$10,742iApproximate average salary by contribution assumption: employee only about $268,550 at 4% or $179,033 at 6%; with 50% employer match about $179,033 at 4% or $119,356 at 6%; with 100% employer match about $134,275 at 4% or $89,517 at 6%.
JULIO SOARES, M.D. DEFINED BENEFIT PENSION PLAN-2$250,924$250,924$125,462iApproximate average salary by contribution assumption: employee only about $3,136,550 at 4% or $2,091,033 at 6%; with 50% employer match about $2,091,033 at 4% or $1,394,022 at 6%; with 100% employer match about $1,568,275 at 4% or $1,045,517 at 6%.
200413$278,944$66,731$22,244iApproximate average salary by contribution assumption: employee only about $556,092 at 4% or $370,728 at 6%; with 50% employer match about $370,728 at 4% or $247,152 at 6%; with 100% employer match about $278,046 at 4% or $185,364 at 6%.
Julio Soares, M.D. 401(K) Plan-3$278,944$66,731$22,244iApproximate average salary by contribution assumption: employee only about $556,092 at 4% or $370,728 at 6%; with 50% employer match about $370,728 at 4% or $247,152 at 6%; with 100% employer match about $278,046 at 4% or $185,364 at 6%.
200312$211,885$89,274$44,637iApproximate average salary by contribution assumption: employee only about $1,115,925 at 4% or $743,950 at 6%; with 50% employer match about $743,950 at 4% or $495,967 at 6%; with 100% employer match about $557,963 at 4% or $371,975 at 6%.
Julio Soares, M.D. 401(K) Plan-2$211,885$89,274$44,637iApproximate average salary by contribution assumption: employee only about $1,115,925 at 4% or $743,950 at 6%; with 50% employer match about $743,950 at 4% or $495,967 at 6%; with 100% employer match about $557,963 at 4% or $371,975 at 6%.
200213$120,906$65,089$21,696iApproximate average salary by contribution assumption: employee only about $542,408 at 4% or $361,606 at 6%; with 50% employer match about $361,606 at 4% or $241,070 at 6%; with 100% employer match about $271,204 at 4% or $180,803 at 6%.
Julio Soares, M.D. 401(K) Plan-3$120,906$65,089$21,696iApproximate average salary by contribution assumption: employee only about $542,408 at 4% or $361,606 at 6%; with 50% employer match about $361,606 at 4% or $241,070 at 6%; with 100% employer match about $271,204 at 4% or $180,803 at 6%.
200112$0$0-
Julio Soares, M.D. 401(K) Plan-2---
200013$28,000$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
Julio Soares, M.D. 401(K) Plan-3$28,000$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.