Civic Intelligence

Yogesh Trehan, M.D. Inc.

Plan context: Yogesh Trehan, M.D. Inc. Cash Balance Plan

EIN 82-0543547 • Brentwood, CA • 16 filings • 2 plans

100 Cortona Way, Suite 140Brentwood, CA 94513
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$4,028,580

2025 Contributions

$483,701

Historical Graphs

Total Assets Over Time

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

$4,028,580$2,014,290$0201820222025YearValue
$4,028,580Latest year 2025

Participants Over Time

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

530201820222025YearValue
3Latest year 2025

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
202523$4,028,580$483,701$161,234iApproximate average salary by contribution assumption: employee only about $4,030,842 at 4% or $2,687,228 at 6%; with 50% employer match about $2,687,228 at 4% or $1,791,485 at 6%; with 100% employer match about $2,015,421 at 4% or $1,343,614 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-3$2,752,407$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$1,276,173$83,701$27,900iApproximate average salary by contribution assumption: employee only about $697,508 at 4% or $465,006 at 6%; with 50% employer match about $465,006 at 4% or $310,004 at 6%; with 100% employer match about $348,754 at 4% or $232,503 at 6%.
202423$3,233,660$994,323$331,441iApproximate average salary by contribution assumption: employee only about $8,286,025 at 4% or $5,524,017 at 6%; with 50% employer match about $5,524,017 at 4% or $3,682,678 at 6%; with 100% employer match about $4,143,013 at 4% or $2,762,008 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-3$2,158,562$341,000$113,667iApproximate average salary by contribution assumption: employee only about $2,841,667 at 4% or $1,894,444 at 6%; with 50% employer match about $1,894,444 at 4% or $1,262,963 at 6%; with 100% employer match about $1,420,833 at 4% or $947,222 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$1,075,098$653,323$217,774iApproximate average salary by contribution assumption: employee only about $5,444,358 at 4% or $3,629,572 at 6%; with 50% employer match about $3,629,572 at 4% or $2,419,715 at 6%; with 100% employer match about $2,722,179 at 4% or $1,814,786 at 6%.
202322$2,054,687$238,800$119,400iApproximate average salary by contribution assumption: employee only about $2,985,000 at 4% or $1,990,000 at 6%; with 50% employer match about $1,990,000 at 4% or $1,326,667 at 6%; with 100% employer match about $1,492,500 at 4% or $995,000 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-2$1,671,631$159,000$79,500iApproximate average salary by contribution assumption: employee only about $1,987,500 at 4% or $1,325,000 at 6%; with 50% employer match about $1,325,000 at 4% or $883,333 at 6%; with 100% employer match about $993,750 at 4% or $662,500 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-2$383,056$79,800$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.
202225$1,613,089$273,086$54,617iApproximate average salary by contribution assumption: employee only about $1,365,430 at 4% or $910,287 at 6%; with 50% employer match about $910,287 at 4% or $606,858 at 6%; with 100% employer match about $682,715 at 4% or $455,143 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-2$1,337,665$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-5$275,424$73,086$14,617iApproximate average salary by contribution assumption: employee only about $365,430 at 4% or $243,620 at 6%; with 50% employer match about $243,620 at 4% or $162,413 at 6%; with 100% employer match about $182,715 at 4% or $121,810 at 6%.
202123$1,616,567$460,794$153,598iApproximate average salary by contribution assumption: employee only about $3,839,950 at 4% or $2,559,967 at 6%; with 50% employer match about $2,559,967 at 4% or $1,706,644 at 6%; with 100% employer match about $1,919,975 at 4% or $1,279,983 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-3$1,363,674$394,000$131,333iApproximate average salary by contribution assumption: employee only about $3,283,333 at 4% or $2,188,889 at 6%; with 50% employer match about $2,188,889 at 4% or $1,459,259 at 6%; with 100% employer match about $1,641,667 at 4% or $1,094,444 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$252,893$66,794$22,265iApproximate average salary by contribution assumption: employee only about $556,617 at 4% or $371,078 at 6%; with 50% employer match about $371,078 at 4% or $247,385 at 6%; with 100% employer match about $278,308 at 4% or $185,539 at 6%.
202023$1,105,380$375,741$125,247iApproximate average salary by contribution assumption: employee only about $3,131,175 at 4% or $2,087,450 at 6%; with 50% employer match about $2,087,450 at 4% or $1,391,633 at 6%; with 100% employer match about $1,565,588 at 4% or $1,043,725 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-2$928,177$326,499$163,250iApproximate average salary by contribution assumption: employee only about $4,081,238 at 4% or $2,720,825 at 6%; with 50% employer match about $2,720,825 at 4% or $1,813,883 at 6%; with 100% employer match about $2,040,619 at 4% or $1,360,413 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$177,203$49,242$16,414iApproximate average salary by contribution assumption: employee only about $410,350 at 4% or $273,567 at 6%; with 50% employer match about $273,567 at 4% or $182,378 at 6%; with 100% employer match about $205,175 at 4% or $136,783 at 6%.
201923$627,145$345,023$115,008iApproximate average salary by contribution assumption: employee only about $2,875,192 at 4% or $1,916,794 at 6%; with 50% employer match about $1,916,794 at 4% or $1,277,863 at 6%; with 100% employer match about $1,437,596 at 4% or $958,397 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-3$518,025$296,891$98,964iApproximate average salary by contribution assumption: employee only about $2,474,092 at 4% or $1,649,394 at 6%; with 50% employer match about $1,649,394 at 4% or $1,099,596 at 6%; with 100% employer match about $1,237,046 at 4% or $824,697 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$109,120$48,132$16,044iApproximate average salary by contribution assumption: employee only about $401,100 at 4% or $267,400 at 6%; with 50% employer match about $267,400 at 4% or $178,267 at 6%; with 100% employer match about $200,550 at 4% or $133,700 at 6%.
201823$251,863$253,089$84,363iApproximate average salary by contribution assumption: employee only about $2,109,075 at 4% or $1,406,050 at 6%; with 50% employer match about $1,406,050 at 4% or $937,367 at 6%; with 100% employer match about $1,054,538 at 4% or $703,025 at 6%.
Yogesh Trehan, M.D. Inc. Cash Balance Plan-3$201,632$201,632$67,211iApproximate average salary by contribution assumption: employee only about $1,680,267 at 4% or $1,120,178 at 6%; with 50% employer match about $1,120,178 at 4% or $746,785 at 6%; with 100% employer match about $840,133 at 4% or $560,089 at 6%.
Yogesh Trehan, M.D. Inc. 401(K) Plan-3$50,231$51,457$17,152iApproximate average salary by contribution assumption: employee only about $428,808 at 4% or $285,872 at 6%; with 50% employer match about $285,872 at 4% or $190,581 at 6%; with 100% employer match about $214,404 at 4% or $142,936 at 6%.