Civic Intelligence

Marwan a. Balaa, M.D. Inc.

Plan context: Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan

EIN 77-0494491 • San Jose, CA • 21 filings • 3 plans

2520 Samaritan Dr., Ste. 201San Jose, CA 95124
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$963,464

2021 Contributions

$61,030

Historical Graphs

Total Assets Over Time

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

$964,936$482,468$0199920132020YearValue
$963,464Latest year 2020

Participants Over Time

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

740199920132020YearValue
3Latest year 2020

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
202110$0$0-
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-0$0--
202013$963,464$61,030$20,343iApproximate average salary by contribution assumption: employee only about $508,583 at 4% or $339,056 at 6%; with 50% employer match about $339,056 at 4% or $226,037 at 6%; with 100% employer match about $254,292 at 4% or $169,528 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-3$963,464$61,030$20,343iApproximate average salary by contribution assumption: employee only about $508,583 at 4% or $339,056 at 6%; with 50% employer match about $339,056 at 4% or $226,037 at 6%; with 100% employer match about $254,292 at 4% or $169,528 at 6%.
201913$964,936$60,773$20,258iApproximate average salary by contribution assumption: employee only about $506,442 at 4% or $337,628 at 6%; with 50% employer match about $337,628 at 4% or $225,085 at 6%; with 100% employer match about $253,221 at 4% or $168,814 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-3$964,936$60,773$20,258iApproximate average salary by contribution assumption: employee only about $506,442 at 4% or $337,628 at 6%; with 50% employer match about $337,628 at 4% or $225,085 at 6%; with 100% employer match about $253,221 at 4% or $168,814 at 6%.
201813$772,611$57,321$19,107iApproximate average salary by contribution assumption: employee only about $477,675 at 4% or $318,450 at 6%; with 50% employer match about $318,450 at 4% or $212,300 at 6%; with 100% employer match about $238,838 at 4% or $159,225 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-3$772,611$57,321$19,107iApproximate average salary by contribution assumption: employee only about $477,675 at 4% or $318,450 at 6%; with 50% employer match about $318,450 at 4% or $212,300 at 6%; with 100% employer match about $238,838 at 4% or $159,225 at 6%.
201714$772,299$58,978$14,745iApproximate average salary by contribution assumption: employee only about $368,613 at 4% or $245,742 at 6%; with 50% employer match about $245,742 at 4% or $163,828 at 6%; with 100% employer match about $184,306 at 4% or $122,871 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-4$772,299$58,978$14,745iApproximate average salary by contribution assumption: employee only about $368,613 at 4% or $245,742 at 6%; with 50% employer match about $245,742 at 4% or $163,828 at 6%; with 100% employer match about $184,306 at 4% or $122,871 at 6%.
201614$638,976$65,956$16,489iApproximate average salary by contribution assumption: employee only about $412,225 at 4% or $274,817 at 6%; with 50% employer match about $274,817 at 4% or $183,211 at 6%; with 100% employer match about $206,113 at 4% or $137,408 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-4$638,976$65,956$16,489iApproximate average salary by contribution assumption: employee only about $412,225 at 4% or $274,817 at 6%; with 50% employer match about $274,817 at 4% or $183,211 at 6%; with 100% employer match about $206,113 at 4% or $137,408 at 6%.
201514$543,332$61,857$15,464iApproximate average salary by contribution assumption: employee only about $386,606 at 4% or $257,738 at 6%; with 50% employer match about $257,738 at 4% or $171,825 at 6%; with 100% employer match about $193,303 at 4% or $128,869 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-4$543,332$61,857$15,464iApproximate average salary by contribution assumption: employee only about $386,606 at 4% or $257,738 at 6%; with 50% employer match about $257,738 at 4% or $171,825 at 6%; with 100% employer match about $193,303 at 4% or $128,869 at 6%.
201415$513,218$161,102$32,220iApproximate average salary by contribution assumption: employee only about $805,510 at 4% or $537,007 at 6%; with 50% employer match about $537,007 at 4% or $358,004 at 6%; with 100% employer match about $402,755 at 4% or $268,503 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-5$513,218$161,102$32,220iApproximate average salary by contribution assumption: employee only about $805,510 at 4% or $537,007 at 6%; with 50% employer match about $537,007 at 4% or $358,004 at 6%; with 100% employer match about $402,755 at 4% or $268,503 at 6%.
201315$345,315$92,125$18,425iApproximate average salary by contribution assumption: employee only about $460,625 at 4% or $307,083 at 6%; with 50% employer match about $307,083 at 4% or $204,722 at 6%; with 100% employer match about $230,313 at 4% or $153,542 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-5$345,315$92,125$18,425iApproximate average salary by contribution assumption: employee only about $460,625 at 4% or $307,083 at 6%; with 50% employer match about $307,083 at 4% or $204,722 at 6%; with 100% employer match about $230,313 at 4% or $153,542 at 6%.
201215$216,107$71,349$14,270iApproximate average salary by contribution assumption: employee only about $356,745 at 4% or $237,830 at 6%; with 50% employer match about $237,830 at 4% or $158,553 at 6%; with 100% employer match about $178,373 at 4% or $118,915 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-5$216,107$71,349$14,270iApproximate average salary by contribution assumption: employee only about $356,745 at 4% or $237,830 at 6%; with 50% employer match about $237,830 at 4% or $158,553 at 6%; with 100% employer match about $178,373 at 4% or $118,915 at 6%.
201115$130,863$60,119$12,024iApproximate average salary by contribution assumption: employee only about $300,595 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,198 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-5$130,863$60,119$12,024iApproximate average salary by contribution assumption: employee only about $300,595 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,198 at 6%.
201015$70,744$63,267$12,653iApproximate average salary by contribution assumption: employee only about $316,335 at 4% or $210,890 at 6%; with 50% employer match about $210,890 at 4% or $140,593 at 6%; with 100% employer match about $158,168 at 4% or $105,445 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-5$70,744$63,267$12,653iApproximate average salary by contribution assumption: employee only about $316,335 at 4% or $210,890 at 6%; with 50% employer match about $210,890 at 4% or $140,593 at 6%; with 100% employer match about $158,168 at 4% or $105,445 at 6%.
200310$0$0-
Marwan a. Balaa, M.D. Inc. Profit Sharing Plan-0---
200226$196,232$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%.
Marwan a. Balaa, M.D. Inc. Profit Sharing Plan-6$196,232$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%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-0---
200123$126,773$59,243$19,748iApproximate average salary by contribution assumption: employee only about $493,692 at 4% or $329,128 at 6%; with 50% employer match about $329,128 at 4% or $219,419 at 6%; with 100% employer match about $246,846 at 4% or $164,564 at 6%.
Marwan a. Balaa, M.D. Inc. Profit Sharing Plan-3$84,142$32,545$10,848iApproximate average salary by contribution assumption: employee only about $271,208 at 4% or $180,806 at 6%; with 50% employer match about $180,806 at 4% or $120,537 at 6%; with 100% employer match about $135,604 at 4% or $90,403 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-3$42,631$26,698$8,899iApproximate average salary by contribution assumption: employee only about $222,483 at 4% or $148,322 at 6%; with 50% employer match about $148,322 at 4% or $98,881 at 6%; with 100% employer match about $111,242 at 4% or $74,161 at 6%.
200023$73,458$45,295$15,098iApproximate average salary by contribution assumption: employee only about $377,458 at 4% or $251,639 at 6%; with 50% employer match about $251,639 at 4% or $167,759 at 6%; with 100% employer match about $188,729 at 4% or $125,819 at 6%.
Marwan a. Balaa, M.D. Inc. Profit Sharing Plan-3$56,126$34,235$11,412iApproximate average salary by contribution assumption: employee only about $285,292 at 4% or $190,194 at 6%; with 50% employer match about $190,194 at 4% or $126,796 at 6%; with 100% employer match about $142,646 at 4% or $95,097 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-3$17,332$11,060$3,687iApproximate average salary by contribution assumption: employee only about $92,167 at 4% or $61,444 at 6%; with 50% employer match about $61,444 at 4% or $40,963 at 6%; with 100% employer match about $46,083 at 4% or $30,722 at 6%.
199927$38,502$38,502$5,500iApproximate average salary by contribution assumption: employee only about $137,507 at 4% or $91,671 at 6%; with 50% employer match about $91,671 at 4% or $61,114 at 6%; with 100% employer match about $68,754 at 4% or $45,836 at 6%.
Marwan a. Balaa, M.D. Inc. Profit Sharing Plan-7$29,927$29,927$4,275iApproximate average salary by contribution assumption: employee only about $106,882 at 4% or $71,255 at 6%; with 50% employer match about $71,255 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
Marwan a. Balaa, M.D. Inc. Money Purchase Pension Plan-7$8,575$8,575$1,225iApproximate average salary by contribution assumption: employee only about $30,625 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,208 at 6%.