Civic Intelligence

Energy for Success Institute Ltd.

Plan context: Barry Morguelan, M.D. PC Pension Plan

EIN 81-4880202 • Monterey Park, CA • 8 filings • 2 plans

500 N. Garfield Avenue #307Monterey Park, CA 91754
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,846,190

2024 Contributions

$110,000

Historical Graphs

Total Assets Over Time

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

$2,103,034$1,051,517$0202120232024YearValue
$1,846,190Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest 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
202422$1,846,190$0-
Barry Morguelan, M.D. PC Pension Plan-2$1,112,073--
BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN-1$734,117$0-
202322$1,876,025$0-
Barry Morguelan, M.D. PC Pension Plan-2$1,085,148--
BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN-1$790,877$0-
202222$1,847,043$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Barry Morguelan, M.D. PC Pension Plan-2$1,024,980--
BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN-1$822,063$110,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
202122$2,103,034$0-
Barry Morguelan, M.D. PC Pension Plan-2$1,246,902--
BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN-1$856,132$0-