Civic Intelligence

Jose G. Veliz, M.D. Inc.

Plan context: Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan

EIN 77-0445087 • Escondido, CA • 16 filings • 3 plans

255 N. Elm Street, Suite 101Escondido, CA 92025
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,207,495

2017 Contributions

$39,393

Historical Graphs

Total Assets Over Time

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

$1,207,495$603,748$0200420102016YearValue
$1,207,495Latest year 2016

Participants Over Time

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

950200420102016YearValue
3Latest year 2016

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
201710$0$0-
Jose G. Veliz, M.D. Inc. Defined Benefit Pension Plan & Trust-0$0--
201623$1,207,495$39,393$13,131iApproximate average salary by contribution assumption: employee only about $328,275 at 4% or $218,850 at 6%; with 50% employer match about $218,850 at 4% or $145,900 at 6%; with 100% employer match about $164,138 at 4% or $109,425 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-3$1,047,754$39,393$13,131iApproximate average salary by contribution assumption: employee only about $328,275 at 4% or $218,850 at 6%; with 50% employer match about $218,850 at 4% or $145,900 at 6%; with 100% employer match about $164,138 at 4% or $109,425 at 6%.
Jose G. Veliz, M.D. Inc. Defined Benefit Pension Plan & Trust-2$159,741--
201525$1,190,177$204,566$40,913iApproximate average salary by contribution assumption: employee only about $1,022,830 at 4% or $681,887 at 6%; with 50% employer match about $681,887 at 4% or $454,591 at 6%; with 100% employer match about $511,415 at 4% or $340,943 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$1,030,359$44,748$8,950iApproximate average salary by contribution assumption: employee only about $223,740 at 4% or $149,160 at 6%; with 50% employer match about $149,160 at 4% or $99,440 at 6%; with 100% employer match about $111,870 at 4% or $74,580 at 6%.
Jose G. Veliz, M.D. Inc. Defined Benefit Pension Plan & Trust-2$159,818$159,818$79,909iApproximate average salary by contribution assumption: employee only about $1,997,725 at 4% or $1,331,817 at 6%; with 50% employer match about $1,331,817 at 4% or $887,878 at 6%; with 100% employer match about $998,863 at 4% or $665,908 at 6%.
201415$969,786$65,418$13,084iApproximate average salary by contribution assumption: employee only about $327,090 at 4% or $218,060 at 6%; with 50% employer match about $218,060 at 4% or $145,373 at 6%; with 100% employer match about $163,545 at 4% or $109,030 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$969,786$65,418$13,084iApproximate average salary by contribution assumption: employee only about $327,090 at 4% or $218,060 at 6%; with 50% employer match about $218,060 at 4% or $145,373 at 6%; with 100% employer match about $163,545 at 4% or $109,030 at 6%.
201315$887,490$63,955$12,791iApproximate average salary by contribution assumption: employee only about $319,775 at 4% or $213,183 at 6%; with 50% employer match about $213,183 at 4% or $142,122 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$887,490$63,955$12,791iApproximate average salary by contribution assumption: employee only about $319,775 at 4% or $213,183 at 6%; with 50% employer match about $213,183 at 4% or $142,122 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%.
201214$806,282$56,359$14,090iApproximate average salary by contribution assumption: employee only about $352,244 at 4% or $234,829 at 6%; with 50% employer match about $234,829 at 4% or $156,553 at 6%; with 100% employer match about $176,122 at 4% or $117,415 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-4$806,282$56,359$14,090iApproximate average salary by contribution assumption: employee only about $352,244 at 4% or $234,829 at 6%; with 50% employer match about $234,829 at 4% or $156,553 at 6%; with 100% employer match about $176,122 at 4% or $117,415 at 6%.
201113$732,172$53,731$17,910iApproximate average salary by contribution assumption: employee only about $447,758 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-3$732,172$53,731$17,910iApproximate average salary by contribution assumption: employee only about $447,758 at 4% or $298,506 at 6%; with 50% employer match about $298,506 at 4% or $199,004 at 6%; with 100% employer match about $223,879 at 4% or $149,253 at 6%.
201013$728,818$62,598$20,866iApproximate average salary by contribution assumption: employee only about $521,650 at 4% or $347,767 at 6%; with 50% employer match about $347,767 at 4% or $231,844 at 6%; with 100% employer match about $260,825 at 4% or $173,883 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-3$728,818$62,598$20,866iApproximate average salary by contribution assumption: employee only about $521,650 at 4% or $347,767 at 6%; with 50% employer match about $347,767 at 4% or $231,844 at 6%; with 100% employer match about $260,825 at 4% or $173,883 at 6%.
200915$625,037$74,824$14,965iApproximate average salary by contribution assumption: employee only about $374,120 at 4% or $249,413 at 6%; with 50% employer match about $249,413 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$625,037$74,824$14,965iApproximate average salary by contribution assumption: employee only about $374,120 at 4% or $249,413 at 6%; with 50% employer match about $249,413 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
200815$547,762$71,727$14,345iApproximate average salary by contribution assumption: employee only about $358,635 at 4% or $239,090 at 6%; with 50% employer match about $239,090 at 4% or $159,393 at 6%; with 100% employer match about $179,318 at 4% or $119,545 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$547,762$71,727$14,345iApproximate average salary by contribution assumption: employee only about $358,635 at 4% or $239,090 at 6%; with 50% employer match about $239,090 at 4% or $159,393 at 6%; with 100% employer match about $179,318 at 4% or $119,545 at 6%.
200715$517,203$303,998$60,800iApproximate average salary by contribution assumption: employee only about $1,519,990 at 4% or $1,013,327 at 6%; with 50% employer match about $1,013,327 at 4% or $675,551 at 6%; with 100% employer match about $759,995 at 4% or $506,663 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-5$517,203$303,998$60,800iApproximate average salary by contribution assumption: employee only about $1,519,990 at 4% or $1,013,327 at 6%; with 50% employer match about $1,013,327 at 4% or $675,551 at 6%; with 100% employer match about $759,995 at 4% or $506,663 at 6%.
200617$204,640$71,389$10,198iApproximate average salary by contribution assumption: employee only about $254,961 at 4% or $169,974 at 6%; with 50% employer match about $169,974 at 4% or $113,316 at 6%; with 100% employer match about $127,480 at 4% or $84,987 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-7$204,640$71,389$10,198iApproximate average salary by contribution assumption: employee only about $254,961 at 4% or $169,974 at 6%; with 50% employer match about $169,974 at 4% or $113,316 at 6%; with 100% employer match about $127,480 at 4% or $84,987 at 6%.
200519$151,447$87,532$9,726iApproximate average salary by contribution assumption: employee only about $243,144 at 4% or $162,096 at 6%; with 50% employer match about $162,096 at 4% or $108,064 at 6%; with 100% employer match about $121,572 at 4% or $81,048 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-9$151,447$87,532$9,726iApproximate average salary by contribution assumption: employee only about $243,144 at 4% or $162,096 at 6%; with 50% employer match about $162,096 at 4% or $108,064 at 6%; with 100% employer match about $121,572 at 4% or $81,048 at 6%.
200418$58,157$58,392$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
Jose G. Veliz, M.D. Inc. 401K Profit Sharing Plan-8$58,157$58,392$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.