Civic Intelligence

Daniel a. Medalie, MD LLC

Plan context: Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust

EIN 81-1306487 • Beachwood, OH • 15 filings • 3 plans

25700 Science Park Dr., Ste 190Beachwood, OH 44122
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,965,583

2025 Contributions

$113,477

Historical Graphs

Total Assets Over Time

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

$1,965,583$982,792$0201620202024YearValue
$1,965,583Latest year 2024

Participants Over Time

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

740201620202024YearValue
6Latest 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
202510$0$0-
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-0$0--
202416$1,965,583$113,477$18,913iApproximate average salary by contribution assumption: employee only about $472,821 at 4% or $315,214 at 6%; with 50% employer match about $315,214 at 4% or $210,143 at 6%; with 100% employer match about $236,410 at 4% or $157,607 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$1,965,583$113,477$18,913iApproximate average salary by contribution assumption: employee only about $472,821 at 4% or $315,214 at 6%; with 50% employer match about $315,214 at 4% or $210,143 at 6%; with 100% employer match about $236,410 at 4% or $157,607 at 6%.
202316$1,766,502$100,000$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%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$1,766,502$100,000$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%.
202216$1,584,248$210,838$35,140iApproximate average salary by contribution assumption: employee only about $878,492 at 4% or $585,661 at 6%; with 50% employer match about $585,661 at 4% or $390,441 at 6%; with 100% employer match about $439,246 at 4% or $292,831 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$1,584,248$210,838$35,140iApproximate average salary by contribution assumption: employee only about $878,492 at 4% or $585,661 at 6%; with 50% employer match about $585,661 at 4% or $390,441 at 6%; with 100% employer match about $439,246 at 4% or $292,831 at 6%.
202126$1,468,967$472,841$78,807iApproximate average salary by contribution assumption: employee only about $1,970,171 at 4% or $1,313,447 at 6%; with 50% employer match about $1,313,447 at 4% or $875,631 at 6%; with 100% employer match about $985,085 at 4% or $656,724 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$1,468,967$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN (DAN A. MEDALIE, MD, LLC)-0$0$72,841-
202026$1,286,591$128,751$21,459iApproximate average salary by contribution assumption: employee only about $536,463 at 4% or $357,642 at 6%; with 50% employer match about $357,642 at 4% or $238,428 at 6%; with 100% employer match about $268,231 at 4% or $178,821 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$1,045,112$94,495$15,749iApproximate average salary by contribution assumption: employee only about $393,729 at 4% or $262,486 at 6%; with 50% employer match about $262,486 at 4% or $174,991 at 6%; with 100% employer match about $196,865 at 4% or $131,243 at 6%.
AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN (DAN A. MEDALIE, MD, LLC)-4$241,479$34,256$8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%.
201927$1,090,501$272,238$38,891iApproximate average salary by contribution assumption: employee only about $972,279 at 4% or $648,186 at 6%; with 50% employer match about $648,186 at 4% or $432,124 at 6%; with 100% employer match about $486,139 at 4% or $324,093 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-7$900,472$208,000$29,714iApproximate average salary by contribution assumption: employee only about $742,857 at 4% or $495,238 at 6%; with 50% employer match about $495,238 at 4% or $330,159 at 6%; with 100% employer match about $371,429 at 4% or $247,619 at 6%.
AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN (DAN A. MEDALIE, MD, LLC)-7$190,029$64,238$9,177iApproximate average salary by contribution assumption: employee only about $229,421 at 4% or $152,948 at 6%; with 50% employer match about $152,948 at 4% or $101,965 at 6%; with 100% employer match about $114,711 at 4% or $76,474 at 6%.
201826$731,784$318,694$53,116iApproximate average salary by contribution assumption: employee only about $1,327,892 at 4% or $885,261 at 6%; with 50% employer match about $885,261 at 4% or $590,174 at 6%; with 100% employer match about $663,946 at 4% or $442,631 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$625,541$255,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
AUTOMEP OPEN MULTIPLE EMPLOYER 401(K) PLAN (DAN A. MEDALIE, MD, LLC)-4$106,243$63,694$15,924iApproximate average salary by contribution assumption: employee only about $398,088 at 4% or $265,392 at 6%; with 50% employer match about $265,392 at 4% or $176,928 at 6%; with 100% employer match about $199,044 at 4% or $132,696 at 6%.
201726$433,670$241,551$40,259iApproximate average salary by contribution assumption: employee only about $1,006,463 at 4% or $670,975 at 6%; with 50% employer match about $670,975 at 4% or $447,317 at 6%; with 100% employer match about $503,231 at 4% or $335,488 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$383,947$192,200$32,033iApproximate average salary by contribution assumption: employee only about $800,833 at 4% or $533,889 at 6%; with 50% employer match about $533,889 at 4% or $355,926 at 6%; with 100% employer match about $400,417 at 4% or $266,944 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-4$49,723$49,351$12,338iApproximate average salary by contribution assumption: employee only about $308,444 at 4% or $205,629 at 6%; with 50% employer match about $205,629 at 4% or $137,086 at 6%; with 100% employer match about $154,222 at 4% or $102,815 at 6%.
201616$185,215$185,215$30,869iApproximate average salary by contribution assumption: employee only about $771,729 at 4% or $514,486 at 6%; with 50% employer match about $514,486 at 4% or $342,991 at 6%; with 100% employer match about $385,865 at 4% or $257,243 at 6%.
Daniel a. Medalie, MD LLC Cash Balance Pension Plan and Trust-6$185,215$185,215$30,869iApproximate average salary by contribution assumption: employee only about $771,729 at 4% or $514,486 at 6%; with 50% employer match about $514,486 at 4% or $342,991 at 6%; with 100% employer match about $385,865 at 4% or $257,243 at 6%.