James Lilja, M.D. Inc.
Plan context: James Lilja, M.D. Inc. 401K Profit Sharing Plan
EIN 77-0532893 • Campbell, CA • 35 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$3,985,135
2025 Contributions
$287,761
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $3,985,135 | $287,761 | $13,703iApproximate average salary by contribution assumption: employee only about $342,573 at 4% or $228,382 at 6%; with 50% employer match about $228,382 at 4% or $152,254 at 6%; with 100% employer match about $171,286 at 4% or $114,191 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 21 | $3,985,135 | $287,761 | $13,703iApproximate average salary by contribution assumption: employee only about $342,573 at 4% or $228,382 at 6%; with 50% employer match about $228,382 at 4% or $152,254 at 6%; with 100% employer match about $171,286 at 4% or $114,191 at 6%. |
| 2024 | 1 | 17 | $3,173,878 | $259,404 | $15,259iApproximate average salary by contribution assumption: employee only about $381,476 at 4% or $254,318 at 6%; with 50% employer match about $254,318 at 4% or $169,545 at 6%; with 100% employer match about $190,738 at 4% or $127,159 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 17 | $3,173,878 | $259,404 | $15,259iApproximate average salary by contribution assumption: employee only about $381,476 at 4% or $254,318 at 6%; with 50% employer match about $254,318 at 4% or $169,545 at 6%; with 100% employer match about $190,738 at 4% or $127,159 at 6%. |
| 2023 | 1 | 13 | $2,507,916 | $136,321 | $10,486iApproximate average salary by contribution assumption: employee only about $262,156 at 4% or $174,771 at 6%; with 50% employer match about $174,771 at 4% or $116,514 at 6%; with 100% employer match about $131,078 at 4% or $87,385 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 13 | $2,507,916 | $136,321 | $10,486iApproximate average salary by contribution assumption: employee only about $262,156 at 4% or $174,771 at 6%; with 50% employer match about $174,771 at 4% or $116,514 at 6%; with 100% employer match about $131,078 at 4% or $87,385 at 6%. |
| 2022 | 1 | 11 | $2,063,472 | $110,252 | $10,023iApproximate average salary by contribution assumption: employee only about $250,573 at 4% or $167,048 at 6%; with 50% employer match about $167,048 at 4% or $111,366 at 6%; with 100% employer match about $125,286 at 4% or $83,524 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 11 | $2,063,472 | $110,252 | $10,023iApproximate average salary by contribution assumption: employee only about $250,573 at 4% or $167,048 at 6%; with 50% employer match about $167,048 at 4% or $111,366 at 6%; with 100% employer match about $125,286 at 4% or $83,524 at 6%. |
| 2021 | 1 | 10 | $2,345,600 | $97,512 | $9,751iApproximate average salary by contribution assumption: employee only about $243,780 at 4% or $162,520 at 6%; with 50% employer match about $162,520 at 4% or $108,347 at 6%; with 100% employer match about $121,890 at 4% or $81,260 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 10 | $2,345,600 | $97,512 | $9,751iApproximate average salary by contribution assumption: employee only about $243,780 at 4% or $162,520 at 6%; with 50% employer match about $162,520 at 4% or $108,347 at 6%; with 100% employer match about $121,890 at 4% or $81,260 at 6%. |
| 2020 | 1 | 10 | $2,253,122 | $139,462 | $13,946iApproximate average salary by contribution assumption: employee only about $348,655 at 4% or $232,437 at 6%; with 50% employer match about $232,437 at 4% or $154,958 at 6%; with 100% employer match about $174,328 at 4% or $116,218 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 10 | $2,253,122 | $139,462 | $13,946iApproximate average salary by contribution assumption: employee only about $348,655 at 4% or $232,437 at 6%; with 50% employer match about $232,437 at 4% or $154,958 at 6%; with 100% employer match about $174,328 at 4% or $116,218 at 6%. |
| 2019 | 1 | 8 | $1,958,326 | $131,487 | $16,436iApproximate average salary by contribution assumption: employee only about $410,897 at 4% or $273,931 at 6%; with 50% employer match about $273,931 at 4% or $182,621 at 6%; with 100% employer match about $205,448 at 4% or $136,966 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 8 | $1,958,326 | $131,487 | $16,436iApproximate average salary by contribution assumption: employee only about $410,897 at 4% or $273,931 at 6%; with 50% employer match about $273,931 at 4% or $182,621 at 6%; with 100% employer match about $205,448 at 4% or $136,966 at 6%. |
| 2018 | 1 | 8 | $1,587,176 | $1,365,344 | $170,668iApproximate average salary by contribution assumption: employee only about $4,266,700 at 4% or $2,844,467 at 6%; with 50% employer match about $2,844,467 at 4% or $1,896,311 at 6%; with 100% employer match about $2,133,350 at 4% or $1,422,233 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 8 | $1,587,176 | $1,365,344 | $170,668iApproximate average salary by contribution assumption: employee only about $4,266,700 at 4% or $2,844,467 at 6%; with 50% employer match about $2,844,467 at 4% or $1,896,311 at 6%; with 100% employer match about $2,133,350 at 4% or $1,422,233 at 6%. |
| 2017 | 2 | 6 | $702,548 | $90,033 | $15,006iApproximate average salary by contribution assumption: employee only about $375,138 at 4% or $250,092 at 6%; with 50% employer match about $250,092 at 4% or $166,728 at 6%; with 100% employer match about $187,569 at 4% or $125,046 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 6 | $702,548 | $90,033 | $15,006iApproximate average salary by contribution assumption: employee only about $375,138 at 4% or $250,092 at 6%; with 50% employer match about $250,092 at 4% or $166,728 at 6%; with 100% employer match about $187,569 at 4% or $125,046 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2016 | 3 | 5 | $1,587,327 | $41,654 | $8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,564 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 5 | $543,753 | $0 | - |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 4 | $521,787 | $20,827 | $5,207iApproximate average salary by contribution assumption: employee only about $130,169 at 4% or $86,779 at 6%; with 50% employer match about $86,779 at 4% or $57,853 at 6%; with 100% employer match about $65,084 at 4% or $43,390 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 4 | $521,787 | $20,827 | $5,207iApproximate average salary by contribution assumption: employee only about $130,169 at 4% or $86,779 at 6%; with 50% employer match about $86,779 at 4% or $57,853 at 6%; with 100% employer match about $65,084 at 4% or $43,390 at 6%. |
| 2015 | 2 | 3 | $986,246 | $51,889 | $17,296iApproximate average salary by contribution assumption: employee only about $432,408 at 4% or $288,272 at 6%; with 50% employer match about $288,272 at 4% or $192,181 at 6%; with 100% employer match about $216,204 at 4% or $144,136 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $494,893 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 2 | $491,353 | $1,889 | $945iApproximate average salary by contribution assumption: employee only about $23,613 at 4% or $15,742 at 6%; with 50% employer match about $15,742 at 4% or $10,494 at 6%; with 100% employer match about $11,806 at 4% or $7,871 at 6%. |
| 2014 | 2 | 3 | $941,916 | $52,995 | $17,665iApproximate average salary by contribution assumption: employee only about $441,625 at 4% or $294,417 at 6%; with 50% employer match about $294,417 at 4% or $196,278 at 6%; with 100% employer match about $220,813 at 4% or $147,208 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 2 | $491,663 | $2,995 | $1,498iApproximate average salary by contribution assumption: employee only about $37,438 at 4% or $24,958 at 6%; with 50% employer match about $24,958 at 4% or $16,639 at 6%; with 100% employer match about $18,719 at 4% or $12,479 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $450,253 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2013 | 2 | 3 | $807,052 | $52,568 | $17,523iApproximate average salary by contribution assumption: employee only about $438,067 at 4% or $292,044 at 6%; with 50% employer match about $292,044 at 4% or $194,696 at 6%; with 100% employer match about $219,033 at 4% or $146,022 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 2 | $447,894 | $2,568 | $1,284iApproximate average salary by contribution assumption: employee only about $32,100 at 4% or $21,400 at 6%; with 50% employer match about $21,400 at 4% or $14,267 at 6%; with 100% employer match about $16,050 at 4% or $10,700 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $359,158 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2012 | 2 | 3 | $695,318 | $13,301 | $4,434iApproximate average salary by contribution assumption: employee only about $110,842 at 4% or $73,894 at 6%; with 50% employer match about $73,894 at 4% or $49,263 at 6%; with 100% employer match about $55,421 at 4% or $36,947 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 2 | $408,681 | $3,301 | $1,651iApproximate average salary by contribution assumption: employee only about $41,263 at 4% or $27,508 at 6%; with 50% employer match about $27,508 at 4% or $18,339 at 6%; with 100% employer match about $20,631 at 4% or $13,754 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $286,637 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2011 | 2 | 5 | $664,099 | $18,228 | $3,646iApproximate average salary by contribution assumption: employee only about $91,140 at 4% or $60,760 at 6%; with 50% employer match about $60,760 at 4% or $40,507 at 6%; with 100% employer match about $45,570 at 4% or $30,380 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 5 | $384,389 | $18,228 | $3,646iApproximate average salary by contribution assumption: employee only about $91,140 at 4% or $60,760 at 6%; with 50% employer match about $60,760 at 4% or $40,507 at 6%; with 100% employer match about $45,570 at 4% or $30,380 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $279,710 | $0 | - |
| 2010 | 2 | 5 | $692,739 | $81,500 | $16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 5 | $377,101 | $23,543 | $4,709iApproximate average salary by contribution assumption: employee only about $117,715 at 4% or $78,477 at 6%; with 50% employer match about $78,477 at 4% or $52,318 at 6%; with 100% employer match about $58,858 at 4% or $39,238 at 6%. |
| JAMES LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 3 | $315,638 | $57,957 | $19,319iApproximate average salary by contribution assumption: employee only about $482,975 at 4% or $321,983 at 6%; with 50% employer match about $321,983 at 4% or $214,656 at 6%; with 100% employer match about $241,488 at 4% or $160,992 at 6%. |
| 2009 | 2 | 6 | $580,323 | $148,831 | $24,805iApproximate average salary by contribution assumption: employee only about $620,129 at 4% or $413,419 at 6%; with 50% employer match about $413,419 at 4% or $275,613 at 6%; with 100% employer match about $310,065 at 4% or $206,710 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 6 | $346,536 | $33,668 | $5,611iApproximate average salary by contribution assumption: employee only about $140,283 at 4% or $93,522 at 6%; with 50% employer match about $93,522 at 4% or $62,348 at 6%; with 100% employer match about $70,142 at 4% or $46,761 at 6%. |
| JAMES S. LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 4 | $233,787 | $115,163 | $28,791iApproximate average salary by contribution assumption: employee only about $719,769 at 4% or $479,846 at 6%; with 50% employer match about $479,846 at 4% or $319,897 at 6%; with 100% employer match about $359,884 at 4% or $239,923 at 6%. |
| 2008 | 2 | 4 | $228,675 | $30,798 | $7,700iApproximate average salary by contribution assumption: employee only about $192,488 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,244 at 4% or $64,163 at 6%. |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 4 | $228,675 | $30,798 | $7,700iApproximate average salary by contribution assumption: employee only about $192,488 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,244 at 4% or $64,163 at 6%. |
| JAMES S. LILJA, M.D., INC. CASH BALANCE PENSION PLAN | - | 2 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| James Lilja, M.D. Inc. 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 1 | 0 | $0 | $46,978 | - |
| JERRY PEREZ, M.D., INC. PROFIT SHARING PLAN | - | 0 | - | $46,978 | - |
| 2004 | 1 | 3 | $270,351 | $82,313 | $27,438iApproximate average salary by contribution assumption: employee only about $685,942 at 4% or $457,294 at 6%; with 50% employer match about $457,294 at 4% or $304,863 at 6%; with 100% employer match about $342,971 at 4% or $228,647 at 6%. |
| JERRY PEREZ, M.D., INC. PROFIT SHARING PLAN | - | 3 | $270,351 | $82,313 | $27,438iApproximate average salary by contribution assumption: employee only about $685,942 at 4% or $457,294 at 6%; with 50% employer match about $457,294 at 4% or $304,863 at 6%; with 100% employer match about $342,971 at 4% or $228,647 at 6%. |
| 2003 | 1 | 4 | $162,612 | $24,554 | $6,139iApproximate average salary by contribution assumption: employee only about $153,463 at 4% or $102,308 at 6%; with 50% employer match about $102,308 at 4% or $68,206 at 6%; with 100% employer match about $76,731 at 4% or $51,154 at 6%. |
| JERRY PEREZ, M.D., INC. PROFIT SHARING PLAN | - | 4 | $162,612 | $24,554 | $6,139iApproximate average salary by contribution assumption: employee only about $153,463 at 4% or $102,308 at 6%; with 50% employer match about $102,308 at 4% or $68,206 at 6%; with 100% employer match about $76,731 at 4% or $51,154 at 6%. |
| 2002 | 1 | 3 | $105,070 | $80,555 | $26,852iApproximate average salary by contribution assumption: employee only about $671,292 at 4% or $447,528 at 6%; with 50% employer match about $447,528 at 4% or $298,352 at 6%; with 100% employer match about $335,646 at 4% or $223,764 at 6%. |
| JERRY PEREZ, M.D., INC. PROFIT SHARING PLAN | - | 3 | $105,070 | $80,555 | $26,852iApproximate average salary by contribution assumption: employee only about $671,292 at 4% or $447,528 at 6%; with 50% employer match about $447,528 at 4% or $298,352 at 6%; with 100% employer match about $335,646 at 4% or $223,764 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| JERRY PEREZ, M.D., INC. PROFIT SHARING PLAN | - | 3 | - | - | - |