Civic Intelligence

J. Anthony Shaheen, MD Inc.

Plan context: J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN

EIN 77-0527911 • Monterey, CA • 25 filings • 3 plans

910 Major Sherman Lane, #205Monterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,998,574

2024 Contributions

$2,494

Historical Graphs

Total Assets Over Time

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

$2,998,574$1,499,287$0200520152023YearValue
$2,998,574Latest year 2023

Participants Over Time

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

840200520152023YearValue
4Latest year 2023

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
202410$0$2,494-
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-0$0$2,494-
202314$2,998,574$68,535$17,134iApproximate average salary by contribution assumption: employee only about $428,344 at 4% or $285,563 at 6%; with 50% employer match about $285,563 at 4% or $190,375 at 6%; with 100% employer match about $214,172 at 4% or $142,781 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-4$2,998,574$68,535$17,134iApproximate average salary by contribution assumption: employee only about $428,344 at 4% or $285,563 at 6%; with 50% employer match about $285,563 at 4% or $190,375 at 6%; with 100% employer match about $214,172 at 4% or $142,781 at 6%.
202214$2,441,979$78,845$19,711iApproximate average salary by contribution assumption: employee only about $492,781 at 4% or $328,521 at 6%; with 50% employer match about $328,521 at 4% or $219,014 at 6%; with 100% employer match about $246,391 at 4% or $164,260 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-4$2,441,979$78,845$19,711iApproximate average salary by contribution assumption: employee only about $492,781 at 4% or $328,521 at 6%; with 50% employer match about $328,521 at 4% or $219,014 at 6%; with 100% employer match about $246,391 at 4% or $164,260 at 6%.
202114$2,932,123$59,500$14,875iApproximate average salary by contribution assumption: employee only about $371,875 at 4% or $247,917 at 6%; with 50% employer match about $247,917 at 4% or $165,278 at 6%; with 100% employer match about $185,938 at 4% or $123,958 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-4$2,932,123$59,500$14,875iApproximate average salary by contribution assumption: employee only about $371,875 at 4% or $247,917 at 6%; with 50% employer match about $247,917 at 4% or $165,278 at 6%; with 100% employer match about $185,938 at 4% or $123,958 at 6%.
202014$2,621,864$67,641$16,910iApproximate average salary by contribution assumption: employee only about $422,756 at 4% or $281,838 at 6%; with 50% employer match about $281,838 at 4% or $187,892 at 6%; with 100% employer match about $211,378 at 4% or $140,919 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-4$2,621,864$67,641$16,910iApproximate average salary by contribution assumption: employee only about $422,756 at 4% or $281,838 at 6%; with 50% employer match about $281,838 at 4% or $187,892 at 6%; with 100% employer match about $211,378 at 4% or $140,919 at 6%.
201913$2,183,513$60,962$20,321iApproximate average salary by contribution assumption: employee only about $508,017 at 4% or $338,678 at 6%; with 50% employer match about $338,678 at 4% or $225,785 at 6%; with 100% employer match about $254,008 at 4% or $169,339 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-3$2,183,513$60,962$20,321iApproximate average salary by contribution assumption: employee only about $508,017 at 4% or $338,678 at 6%; with 50% employer match about $338,678 at 4% or $225,785 at 6%; with 100% employer match about $254,008 at 4% or $169,339 at 6%.
201814$1,758,711$256,401$64,100iApproximate average salary by contribution assumption: employee only about $1,602,506 at 4% or $1,068,338 at 6%; with 50% employer match about $1,068,338 at 4% or $712,225 at 6%; with 100% employer match about $801,253 at 4% or $534,169 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-4$1,758,711$256,401$64,100iApproximate average salary by contribution assumption: employee only about $1,602,506 at 4% or $1,068,338 at 6%; with 50% employer match about $1,068,338 at 4% or $712,225 at 6%; with 100% employer match about $801,253 at 4% or $534,169 at 6%.
201715$2,504,422$61,823$12,365iApproximate average salary by contribution assumption: employee only about $309,115 at 4% or $206,077 at 6%; with 50% employer match about $206,077 at 4% or $137,384 at 6%; with 100% employer match about $154,558 at 4% or $103,038 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-5$2,504,422$61,823$12,365iApproximate average salary by contribution assumption: employee only about $309,115 at 4% or $206,077 at 6%; with 50% employer match about $206,077 at 4% or $137,384 at 6%; with 100% employer match about $154,558 at 4% or $103,038 at 6%.
201626$2,129,857$1,928,084$321,347iApproximate average salary by contribution assumption: employee only about $8,033,683 at 4% or $5,355,789 at 6%; with 50% employer match about $5,355,789 at 4% or $3,570,526 at 6%; with 100% employer match about $4,016,842 at 4% or $2,677,894 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-6$2,129,857$1,928,084$321,347iApproximate average salary by contribution assumption: employee only about $8,033,683 at 4% or $5,355,789 at 6%; with 50% employer match about $5,355,789 at 4% or $3,570,526 at 6%; with 100% employer match about $4,016,842 at 4% or $2,677,894 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-0$0$0-
201526$2,309,915$171,833$28,639iApproximate average salary by contribution assumption: employee only about $715,971 at 4% or $477,314 at 6%; with 50% employer match about $477,314 at 4% or $318,209 at 6%; with 100% employer match about $357,985 at 4% or $238,657 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-0$2,124,774$150,000-
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-6$185,141$21,833$3,639iApproximate average salary by contribution assumption: employee only about $90,971 at 4% or $60,647 at 6%; with 50% employer match about $60,647 at 4% or $40,431 at 6%; with 100% employer match about $45,485 at 4% or $30,324 at 6%.
201428$2,224,357$344,755$43,094iApproximate average salary by contribution assumption: employee only about $1,077,359 at 4% or $718,240 at 6%; with 50% employer match about $718,240 at 4% or $478,826 at 6%; with 100% employer match about $538,680 at 4% or $359,120 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-8$2,067,462$305,520$38,190iApproximate average salary by contribution assumption: employee only about $954,750 at 4% or $636,500 at 6%; with 50% employer match about $636,500 at 4% or $424,333 at 6%; with 100% employer match about $477,375 at 4% or $318,250 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-7$156,895$39,235$5,605iApproximate average salary by contribution assumption: employee only about $140,125 at 4% or $93,417 at 6%; with 50% employer match about $93,417 at 4% or $62,278 at 6%; with 100% employer match about $70,063 at 4% or $46,708 at 6%.
201326$1,834,524$179,122$29,854iApproximate average salary by contribution assumption: employee only about $746,342 at 4% or $497,561 at 6%; with 50% employer match about $497,561 at 4% or $331,707 at 6%; with 100% employer match about $373,171 at 4% or $248,781 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-6$1,716,725$132,304$22,051iApproximate average salary by contribution assumption: employee only about $551,267 at 4% or $367,511 at 6%; with 50% employer match about $367,511 at 4% or $245,007 at 6%; with 100% employer match about $275,633 at 4% or $183,756 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-6$117,799$46,818$7,803iApproximate average salary by contribution assumption: employee only about $195,075 at 4% or $130,050 at 6%; with 50% employer match about $130,050 at 4% or $86,700 at 6%; with 100% employer match about $97,538 at 4% or $65,025 at 6%.
201227$1,544,836$172,455$24,636iApproximate average salary by contribution assumption: employee only about $615,911 at 4% or $410,607 at 6%; with 50% employer match about $410,607 at 4% or $273,738 at 6%; with 100% employer match about $307,955 at 4% or $205,304 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-7$1,479,055$152,000$21,714iApproximate average salary by contribution assumption: employee only about $542,857 at 4% or $361,905 at 6%; with 50% employer match about $361,905 at 4% or $241,270 at 6%; with 100% employer match about $271,429 at 4% or $180,952 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-7$65,781$20,455$2,922iApproximate average salary by contribution assumption: employee only about $73,054 at 4% or $48,702 at 6%; with 50% employer match about $48,702 at 4% or $32,468 at 6%; with 100% employer match about $36,527 at 4% or $24,351 at 6%.
201127$1,283,768$220,596$31,514iApproximate average salary by contribution assumption: employee only about $787,843 at 4% or $525,229 at 6%; with 50% employer match about $525,229 at 4% or $350,152 at 6%; with 100% employer match about $393,921 at 4% or $262,614 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-7$1,238,172$175,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
J. ANTHONY SHAHEEN, MD, INC. 401(K) PLAN-7$45,596$45,596$6,514iApproximate average salary by contribution assumption: employee only about $162,843 at 4% or $108,562 at 6%; with 50% employer match about $108,562 at 4% or $72,375 at 6%; with 100% employer match about $81,421 at 4% or $54,281 at 6%.
201017$1,140,122$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-7$1,140,122$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
200917$942,550$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-7$942,550$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
200715$562,738$193,593$38,719iApproximate average salary by contribution assumption: employee only about $967,965 at 4% or $645,310 at 6%; with 50% employer match about $645,310 at 4% or $430,207 at 6%; with 100% employer match about $483,983 at 4% or $322,655 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-5$562,738$193,593$38,719iApproximate average salary by contribution assumption: employee only about $967,965 at 4% or $645,310 at 6%; with 50% employer match about $645,310 at 4% or $430,207 at 6%; with 100% employer match about $483,983 at 4% or $322,655 at 6%.
200614$367,815$174,945$43,736iApproximate average salary by contribution assumption: employee only about $1,093,406 at 4% or $728,938 at 6%; with 50% employer match about $728,938 at 4% or $485,958 at 6%; with 100% employer match about $546,703 at 4% or $364,469 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-4$367,815$174,945$43,736iApproximate average salary by contribution assumption: employee only about $1,093,406 at 4% or $728,938 at 6%; with 50% employer match about $728,938 at 4% or $485,958 at 6%; with 100% employer match about $546,703 at 4% or $364,469 at 6%.
200514$174,760$174,760$43,690iApproximate average salary by contribution assumption: employee only about $1,092,250 at 4% or $728,167 at 6%; with 50% employer match about $728,167 at 4% or $485,444 at 6%; with 100% employer match about $546,125 at 4% or $364,083 at 6%.
J. Anthony Shaheen, MD Inc. Defined Benefit Plan-4$174,760$174,760$43,690iApproximate average salary by contribution assumption: employee only about $1,092,250 at 4% or $728,167 at 6%; with 50% employer match about $728,167 at 4% or $485,444 at 6%; with 100% employer match about $546,125 at 4% or $364,083 at 6%.