Civic Intelligence

Michael G. LIM, M.D.

Plan context: Michael LIM 401(K) Plan

EIN 85-0410986 • Carlsbad, NM • 22 filings • 2 plans

2402 W. Pierce Street, Suite 1BCarlsbad, NM 88220
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,245,004

2024 Contributions

$90,162

Historical Graphs

Total Assets Over Time

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

$4,245,004$2,122,502$0200320142024YearValue
$4,245,004Latest year 2024

Participants Over Time

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

1470200320142024YearValue
12Latest 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
2024112$4,245,004$90,162$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
Michael LIM 401(K) Plan-12$4,245,004$90,162$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
2023112$3,845,748$140,690$11,724iApproximate average salary by contribution assumption: employee only about $293,104 at 4% or $195,403 at 6%; with 50% employer match about $195,403 at 4% or $130,269 at 6%; with 100% employer match about $146,552 at 4% or $97,701 at 6%.
Michael LIM 401(K) Plan-12$3,845,748$140,690$11,724iApproximate average salary by contribution assumption: employee only about $293,104 at 4% or $195,403 at 6%; with 50% employer match about $195,403 at 4% or $130,269 at 6%; with 100% employer match about $146,552 at 4% or $97,701 at 6%.
2022111$2,993,658$87,423$7,948iApproximate average salary by contribution assumption: employee only about $198,689 at 4% or $132,459 at 6%; with 50% employer match about $132,459 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,230 at 6%.
Michael LIM 401(K) Plan-11$2,993,658$87,423$7,948iApproximate average salary by contribution assumption: employee only about $198,689 at 4% or $132,459 at 6%; with 50% employer match about $132,459 at 4% or $88,306 at 6%; with 100% employer match about $99,344 at 4% or $66,230 at 6%.
2021111$3,742,748$124,709$11,337iApproximate average salary by contribution assumption: employee only about $283,430 at 4% or $188,953 at 6%; with 50% employer match about $188,953 at 4% or $125,969 at 6%; with 100% employer match about $141,715 at 4% or $94,477 at 6%.
Michael LIM 401(K) Plan-11$3,742,748$124,709$11,337iApproximate average salary by contribution assumption: employee only about $283,430 at 4% or $188,953 at 6%; with 50% employer match about $188,953 at 4% or $125,969 at 6%; with 100% employer match about $141,715 at 4% or $94,477 at 6%.
2020111$3,120,898$121,686$11,062iApproximate average salary by contribution assumption: employee only about $276,559 at 4% or $184,373 at 6%; with 50% employer match about $184,373 at 4% or $122,915 at 6%; with 100% employer match about $138,280 at 4% or $92,186 at 6%.
Michael LIM 401(K) Plan-11$3,120,898$121,686$11,062iApproximate average salary by contribution assumption: employee only about $276,559 at 4% or $184,373 at 6%; with 50% employer match about $184,373 at 4% or $122,915 at 6%; with 100% employer match about $138,280 at 4% or $92,186 at 6%.
201919$2,618,508$115,125$12,792iApproximate average salary by contribution assumption: employee only about $319,792 at 4% or $213,194 at 6%; with 50% employer match about $213,194 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,597 at 6%.
Michael LIM 401(K) Plan-9$2,618,508$115,125$12,792iApproximate average salary by contribution assumption: employee only about $319,792 at 4% or $213,194 at 6%; with 50% employer match about $213,194 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,597 at 6%.
201819$2,087,010$116,352$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
Michael LIM 401(K) Plan-9$2,087,010$116,352$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
2017111$2,147,685$111,770$10,161iApproximate average salary by contribution assumption: employee only about $254,023 at 4% or $169,348 at 6%; with 50% employer match about $169,348 at 4% or $112,899 at 6%; with 100% employer match about $127,011 at 4% or $84,674 at 6%.
Michael LIM 401(K) Plan-11$2,147,685$111,770$10,161iApproximate average salary by contribution assumption: employee only about $254,023 at 4% or $169,348 at 6%; with 50% employer match about $169,348 at 4% or $112,899 at 6%; with 100% employer match about $127,011 at 4% or $84,674 at 6%.
2016111$1,742,444$111,656$10,151iApproximate average salary by contribution assumption: employee only about $253,764 at 4% or $169,176 at 6%; with 50% employer match about $169,176 at 4% or $112,784 at 6%; with 100% employer match about $126,882 at 4% or $84,588 at 6%.
Michael LIM 401(K) Plan-11$1,742,444$111,656$10,151iApproximate average salary by contribution assumption: employee only about $253,764 at 4% or $169,176 at 6%; with 50% employer match about $169,176 at 4% or $112,784 at 6%; with 100% employer match about $126,882 at 4% or $84,588 at 6%.
2015114$1,497,294$141,076$10,077iApproximate average salary by contribution assumption: employee only about $251,921 at 4% or $167,948 at 6%; with 50% employer match about $167,948 at 4% or $111,965 at 6%; with 100% employer match about $125,961 at 4% or $83,974 at 6%.
Michael LIM 401(K) Plan-14$1,497,294$141,076$10,077iApproximate average salary by contribution assumption: employee only about $251,921 at 4% or $167,948 at 6%; with 50% employer match about $167,948 at 4% or $111,965 at 6%; with 100% employer match about $125,961 at 4% or $83,974 at 6%.
2014113$1,383,893$73,935$5,687iApproximate average salary by contribution assumption: employee only about $142,183 at 4% or $94,788 at 6%; with 50% employer match about $94,788 at 4% or $63,192 at 6%; with 100% employer match about $71,091 at 4% or $47,394 at 6%.
Michael LIM 401(K) Plan-13$1,383,893$73,935$5,687iApproximate average salary by contribution assumption: employee only about $142,183 at 4% or $94,788 at 6%; with 50% employer match about $94,788 at 4% or $63,192 at 6%; with 100% employer match about $71,091 at 4% or $47,394 at 6%.
2013112$1,283,770$106,578$8,882iApproximate average salary by contribution assumption: employee only about $222,038 at 4% or $148,025 at 6%; with 50% employer match about $148,025 at 4% or $98,683 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
Michael LIM 401(K) Plan-12$1,283,770$106,578$8,882iApproximate average salary by contribution assumption: employee only about $222,038 at 4% or $148,025 at 6%; with 50% employer match about $148,025 at 4% or $98,683 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
2012110$952,290$146,502$14,650iApproximate average salary by contribution assumption: employee only about $366,255 at 4% or $244,170 at 6%; with 50% employer match about $244,170 at 4% or $162,780 at 6%; with 100% employer match about $183,128 at 4% or $122,085 at 6%.
Michael LIM 401(K) Plan-10$952,290$146,502$14,650iApproximate average salary by contribution assumption: employee only about $366,255 at 4% or $244,170 at 6%; with 50% employer match about $244,170 at 4% or $162,780 at 6%; with 100% employer match about $183,128 at 4% or $122,085 at 6%.
2011110$717,059$79,730$7,973iApproximate average salary by contribution assumption: employee only about $199,325 at 4% or $132,883 at 6%; with 50% employer match about $132,883 at 4% or $88,589 at 6%; with 100% employer match about $99,663 at 4% or $66,442 at 6%.
Michael LIM 401(K) Plan-10$717,059$79,730$7,973iApproximate average salary by contribution assumption: employee only about $199,325 at 4% or $132,883 at 6%; with 50% employer match about $132,883 at 4% or $88,589 at 6%; with 100% employer match about $99,663 at 4% or $66,442 at 6%.
2010110$711,048$86,759$8,676iApproximate average salary by contribution assumption: employee only about $216,898 at 4% or $144,598 at 6%; with 50% employer match about $144,598 at 4% or $96,399 at 6%; with 100% employer match about $108,449 at 4% or $72,299 at 6%.
Michael LIM 401(K) Plan-10$711,048$86,759$8,676iApproximate average salary by contribution assumption: employee only about $216,898 at 4% or $144,598 at 6%; with 50% employer match about $144,598 at 4% or $96,399 at 6%; with 100% employer match about $108,449 at 4% or $72,299 at 6%.
200919$559,660$118,517$13,169iApproximate average salary by contribution assumption: employee only about $329,214 at 4% or $219,476 at 6%; with 50% employer match about $219,476 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%.
Michael LIM 401(K) Plan-9$559,660$118,517$13,169iApproximate average salary by contribution assumption: employee only about $329,214 at 4% or $219,476 at 6%; with 50% employer match about $219,476 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%.
200818$344,280$73,351$9,169iApproximate average salary by contribution assumption: employee only about $229,222 at 4% or $152,815 at 6%; with 50% employer match about $152,815 at 4% or $101,876 at 6%; with 100% employer match about $114,611 at 4% or $76,407 at 6%.
Michael LIM 401(K) Plan-8$344,280$73,351$9,169iApproximate average salary by contribution assumption: employee only about $229,222 at 4% or $152,815 at 6%; with 50% employer match about $152,815 at 4% or $101,876 at 6%; with 100% employer match about $114,611 at 4% or $76,407 at 6%.
200716$0$0-
Michael LIM 401(K) Plan-6---
200618$358,827$65,810$8,226iApproximate average salary by contribution assumption: employee only about $205,656 at 4% or $137,104 at 6%; with 50% employer match about $137,104 at 4% or $91,403 at 6%; with 100% employer match about $102,828 at 4% or $68,552 at 6%.
Michael LIM 401(K) Plan-8$358,827$65,810$8,226iApproximate average salary by contribution assumption: employee only about $205,656 at 4% or $137,104 at 6%; with 50% employer match about $137,104 at 4% or $91,403 at 6%; with 100% employer match about $102,828 at 4% or $68,552 at 6%.
200518$269,327$80,496$10,062iApproximate average salary by contribution assumption: employee only about $251,550 at 4% or $167,700 at 6%; with 50% employer match about $167,700 at 4% or $111,800 at 6%; with 100% employer match about $125,775 at 4% or $83,850 at 6%.
Michael LIM 401(K) Plan-8$269,327$80,496$10,062iApproximate average salary by contribution assumption: employee only about $251,550 at 4% or $167,700 at 6%; with 50% employer match about $167,700 at 4% or $111,800 at 6%; with 100% employer match about $125,775 at 4% or $83,850 at 6%.
200417$175,852$104,607$14,944iApproximate average salary by contribution assumption: employee only about $373,596 at 4% or $249,064 at 6%; with 50% employer match about $249,064 at 4% or $166,043 at 6%; with 100% employer match about $186,798 at 4% or $124,532 at 6%.
Michael LIM 401(K) Plan-7$175,852$104,607$14,944iApproximate average salary by contribution assumption: employee only about $373,596 at 4% or $249,064 at 6%; with 50% employer match about $249,064 at 4% or $166,043 at 6%; with 100% employer match about $186,798 at 4% or $124,532 at 6%.
200318$66,135$63,639$7,955iApproximate average salary by contribution assumption: employee only about $198,872 at 4% or $132,581 at 6%; with 50% employer match about $132,581 at 4% or $88,388 at 6%; with 100% employer match about $99,436 at 4% or $66,291 at 6%.
Michael LIM 401(K) Plan-8$66,135$63,639$7,955iApproximate average salary by contribution assumption: employee only about $198,872 at 4% or $132,581 at 6%; with 50% employer match about $132,581 at 4% or $88,388 at 6%; with 100% employer match about $99,436 at 4% or $66,291 at 6%.