Civic Intelligence

Marc Iwahashi, MD

Plan context: Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust

EIN 77-0256595 • Cupertino, CA • 13 filings • 1 plans

20555 Prospect Road, Ste. ACupertino, CA 95014
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$312,265

2024 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$312,265$156,133$0201220182024YearValue
$312,265Latest year 2024

Participants Over Time

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

630201220182024YearValue
2Latest 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
202412$312,265$0-
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$312,265$0-
202312$266,668$0-
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$266,668$0-
202212$222,123$0-
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$222,123$0-
202112$278,744$0-
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$278,744$0-
202012$245,264$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$245,264$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201912$195,530$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-2$195,530$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201814$183,575$15,100$3,775iApproximate average salary by contribution assumption: employee only about $94,375 at 4% or $62,917 at 6%; with 50% employer match about $62,917 at 4% or $41,944 at 6%; with 100% employer match about $47,188 at 4% or $31,458 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-4$183,575$15,100$3,775iApproximate average salary by contribution assumption: employee only about $94,375 at 4% or $62,917 at 6%; with 50% employer match about $62,917 at 4% or $41,944 at 6%; with 100% employer match about $47,188 at 4% or $31,458 at 6%.
201716$182,575$37,302$6,217iApproximate average salary by contribution assumption: employee only about $155,425 at 4% or $103,617 at 6%; with 50% employer match about $103,617 at 4% or $69,078 at 6%; with 100% employer match about $77,713 at 4% or $51,808 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-6$182,575$37,302$6,217iApproximate average salary by contribution assumption: employee only about $155,425 at 4% or $103,617 at 6%; with 50% employer match about $103,617 at 4% or $69,078 at 6%; with 100% employer match about $77,713 at 4% or $51,808 at 6%.
201616$195,958$36,512$6,085iApproximate average salary by contribution assumption: employee only about $152,133 at 4% or $101,422 at 6%; with 50% employer match about $101,422 at 4% or $67,615 at 6%; with 100% employer match about $76,067 at 4% or $50,711 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-6$195,958$36,512$6,085iApproximate average salary by contribution assumption: employee only about $152,133 at 4% or $101,422 at 6%; with 50% employer match about $101,422 at 4% or $67,615 at 6%; with 100% employer match about $76,067 at 4% or $50,711 at 6%.
201516$150,262$44,823$7,471iApproximate average salary by contribution assumption: employee only about $186,763 at 4% or $124,508 at 6%; with 50% employer match about $124,508 at 4% or $83,006 at 6%; with 100% employer match about $93,381 at 4% or $62,254 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-6$150,262$44,823$7,471iApproximate average salary by contribution assumption: employee only about $186,763 at 4% or $124,508 at 6%; with 50% employer match about $124,508 at 4% or $83,006 at 6%; with 100% employer match about $93,381 at 4% or $62,254 at 6%.
201416$105,920$52,093$8,682iApproximate average salary by contribution assumption: employee only about $217,054 at 4% or $144,703 at 6%; with 50% employer match about $144,703 at 4% or $96,469 at 6%; with 100% employer match about $108,527 at 4% or $72,351 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-6$105,920$52,093$8,682iApproximate average salary by contribution assumption: employee only about $217,054 at 4% or $144,703 at 6%; with 50% employer match about $144,703 at 4% or $96,469 at 6%; with 100% employer match about $108,527 at 4% or $72,351 at 6%.
201315$56,882$50,890$10,178iApproximate average salary by contribution assumption: employee only about $254,450 at 4% or $169,633 at 6%; with 50% employer match about $169,633 at 4% or $113,089 at 6%; with 100% employer match about $127,225 at 4% or $84,817 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-5$56,882$50,890$10,178iApproximate average salary by contribution assumption: employee only about $254,450 at 4% or $169,633 at 6%; with 50% employer match about $169,633 at 4% or $113,089 at 6%; with 100% employer match about $127,225 at 4% or $84,817 at 6%.
201215$4,928$4,928$986iApproximate average salary by contribution assumption: employee only about $24,640 at 4% or $16,427 at 6%; with 50% employer match about $16,427 at 4% or $10,951 at 6%; with 100% employer match about $12,320 at 4% or $8,213 at 6%.
Marc Iwahashi, MD 401(K) Profit Sharing Plan & Trust-5$4,928$4,928$986iApproximate average salary by contribution assumption: employee only about $24,640 at 4% or $16,427 at 6%; with 50% employer match about $16,427 at 4% or $10,951 at 6%; with 100% employer match about $12,320 at 4% or $8,213 at 6%.