Civic Intelligence

TYLER BASEN, M.D., INC.

Plan context: TYLER BASEN, M.D., INC. CASH BALANCE PENSION PLAN

EIN 85-1758507 • Mission Viejo, CA • 4 filings • 2 plans

26691 Plaza Suite 170Mission Viejo, CA 92691
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$874,681

2025 Contributions

$102,404

Historical Graphs

Total Assets Over Time

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

$874,681$437,341$020242025YearValue
$874,681Latest 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$874,681$102,404$51,202iApproximate average salary by contribution assumption: employee only about $1,280,050 at 4% or $853,367 at 6%; with 50% employer match about $853,367 at 4% or $568,911 at 6%; with 100% employer match about $640,025 at 4% or $426,683 at 6%.
TYLER BASEN, M.D., INC. CASH BALANCE PENSION PLAN-2$607,596$30,670$15,335iApproximate average salary by contribution assumption: employee only about $383,375 at 4% or $255,583 at 6%; with 50% employer match about $255,583 at 4% or $170,389 at 6%; with 100% employer match about $191,688 at 4% or $127,792 at 6%.
TYLER BASEN M.D., INC. 401(K) PROFIT SHARING PLAN-2$267,085$71,734$35,867iApproximate average salary by contribution assumption: employee only about $896,675 at 4% or $597,783 at 6%; with 50% employer match about $597,783 at 4% or $398,522 at 6%; with 100% employer match about $448,338 at 4% or $298,892 at 6%.
202422$648,117$159,783$79,892iApproximate average salary by contribution assumption: employee only about $1,997,288 at 4% or $1,331,525 at 6%; with 50% employer match about $1,331,525 at 4% or $887,683 at 6%; with 100% employer match about $998,644 at 4% or $665,763 at 6%.
TYLER BASEN, M.D., INC. CASH BALANCE PENSION PLAN-2$485,370$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
TYLER BASEN M.D., INC. 401(K) PROFIT SHARING PLAN-2$162,747$39,783$19,892iApproximate average salary by contribution assumption: employee only about $497,288 at 4% or $331,525 at 6%; with 50% employer match about $331,525 at 4% or $221,017 at 6%; with 100% employer match about $248,644 at 4% or $165,763 at 6%.
TYLER BASEN, M.D., INC. | EIN 85-1758507 | 2025 Form 5500 Company Profile