Civic Intelligence

RICHARD JIN, MD, INC.

Plan context: RICHARD JIN, MD, INC. CASH BALANCE PLAN

EIN 82-1406958 • Temecula, CA • 4 filings • 2 plans

33963 Linda Rosea RoadTemecula, CA 92592
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$743,739

2025 Contributions

$301,362

Historical Graphs

Total Assets Over Time

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

$1,594,059$797,030$020242025YearValue
$743,739Latest year 2025

Participants Over Time

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

21020242025YearValue
2Latest 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
202522$743,739$301,362$150,681iApproximate average salary by contribution assumption: employee only about $3,767,025 at 4% or $2,511,350 at 6%; with 50% employer match about $2,511,350 at 4% or $1,674,233 at 6%; with 100% employer match about $1,883,513 at 4% or $1,255,675 at 6%.
RICHARD JIN, MD, INC. CASH BALANCE PLAN-2$535,193$273,356$136,678iApproximate average salary by contribution assumption: employee only about $3,416,950 at 4% or $2,277,967 at 6%; with 50% employer match about $2,277,967 at 4% or $1,518,644 at 6%; with 100% employer match about $1,708,475 at 4% or $1,138,983 at 6%.
RICHARD JIN MD, INC. 401(K) PLAN-2$208,546$28,006$14,003iApproximate average salary by contribution assumption: employee only about $350,075 at 4% or $233,383 at 6%; with 50% employer match about $233,383 at 4% or $155,589 at 6%; with 100% employer match about $175,038 at 4% or $116,692 at 6%.
202422$1,594,059$97,466$48,733iApproximate average salary by contribution assumption: employee only about $1,218,325 at 4% or $812,217 at 6%; with 50% employer match about $812,217 at 4% or $541,478 at 6%; with 100% employer match about $609,163 at 4% or $406,108 at 6%.
RICHARD JIN, MD, INC. CASH BALANCE PLAN-2$1,236,224$65,260$32,630iApproximate average salary by contribution assumption: employee only about $815,750 at 4% or $543,833 at 6%; with 50% employer match about $543,833 at 4% or $362,556 at 6%; with 100% employer match about $407,875 at 4% or $271,917 at 6%.
RICHARD JIN MD, INC. 401(K) PLAN-2$357,835$32,206$16,103iApproximate average salary by contribution assumption: employee only about $402,575 at 4% or $268,383 at 6%; with 50% employer match about $268,383 at 4% or $178,922 at 6%; with 100% employer match about $201,288 at 4% or $134,192 at 6%.