Amorteguy / Leonard Joint Venture
Plan context: Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership
EIN 77-0147862 • Ventura, CA • 18 filings • 14 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$1,499,321
2017 Contributions
$9,850
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $1,499,321 | $0 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 1 | $1,499,321 | - | - |
| 2016 | 1 | 4 | $2,012,033 | $9,850 | $2,463iApproximate average salary by contribution assumption: employee only about $61,563 at 4% or $41,042 at 6%; with 50% employer match about $41,042 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,521 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 4 | $2,012,033 | $9,850 | $2,463iApproximate average salary by contribution assumption: employee only about $61,563 at 4% or $41,042 at 6%; with 50% employer match about $41,042 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,521 at 6%. |
| 2015 | 1 | 4 | $2,168,719 | $54,400 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 4 | $2,168,719 | $54,400 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2014 | 1 | 5 | $2,032,513 | $49,600 | $9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 5 | $2,032,513 | $49,600 | $9,920iApproximate average salary by contribution assumption: employee only about $248,000 at 4% or $165,333 at 6%; with 50% employer match about $165,333 at 4% or $110,222 at 6%; with 100% employer match about $124,000 at 4% or $82,667 at 6%. |
| 2013 | 1 | 0 | $1,992,152 | $82,500 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | - | $1,992,152 | $82,500 | - |
| 2012 | 1 | 6 | $1,604,530 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 6 | $1,604,530 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2011 | 1 | 6 | $1,462,843 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 6 | $1,462,843 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2010 | 1 | 7 | $5,615,204 | $128,000 | $18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 7 | $5,615,204 | $128,000 | $18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%. |
| 2009 | 1 | 7 | $5,419,895 | $128,000 | $18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 7 | $5,419,895 | $128,000 | $18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%. |
| 2008 | 1 | 0 | $3,712,597 | $122,000 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 0 | $3,712,597 | $122,000 | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 7 | - | - | - |
| 2006 | 1 | 8 | $4,368,852 | $118,000 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 8 | $4,368,852 | $118,000 | $14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%. |
| 2005 | 1 | 9 | $3,848,513 | $112,000 | $12,444iApproximate average salary by contribution assumption: employee only about $311,111 at 4% or $207,407 at 6%; with 50% employer match about $207,407 at 4% or $138,272 at 6%; with 100% employer match about $155,556 at 4% or $103,704 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 9 | $3,848,513 | $112,000 | $12,444iApproximate average salary by contribution assumption: employee only about $311,111 at 4% or $207,407 at 6%; with 50% employer match about $207,407 at 4% or $138,272 at 6%; with 100% employer match about $155,556 at 4% or $103,704 at 6%. |
| 2004 | 1 | 9 | $4,088,161 | $107,700 | $11,967iApproximate average salary by contribution assumption: employee only about $299,167 at 4% or $199,444 at 6%; with 50% employer match about $199,444 at 4% or $132,963 at 6%; with 100% employer match about $149,583 at 4% or $99,722 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 9 | $4,088,161 | $107,700 | $11,967iApproximate average salary by contribution assumption: employee only about $299,167 at 4% or $199,444 at 6%; with 50% employer match about $199,444 at 4% or $132,963 at 6%; with 100% employer match about $149,583 at 4% or $99,722 at 6%. |
| 2003 | 1 | 8 | $3,621,701 | $101,400 | $12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%. |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 8 | $3,621,701 | $101,400 | $12,675iApproximate average salary by contribution assumption: employee only about $316,875 at 4% or $211,250 at 6%; with 50% employer match about $211,250 at 4% or $140,833 at 6%; with 100% employer match about $158,438 at 4% or $105,625 at 6%. |
| 2002 | 1 | 0 | $3,084,706 | $99,350 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 0 | $3,084,706 | $99,350 | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Profit Sharing Plan, Amorteguy, Grace &Leonard Mds Medical Partnership | - | 2 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| AMORTEGUY M.D., GRACE M.D., & LEONARD M.D. A PARTNERSHIP RETIREMENT PLAN | - | 4 | - | - | - |