Richard Claveria, M.D., a PC.
Plan context: Richard Claveria, M.D., a PC. Profit Sharing Plan
EIN 91-2108221 • Mission Viejo, CA • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,453,138
2024 Contributions
$45,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $3,453,138 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $3,453,138 | - | - |
| 2023 | 1 | 3 | $3,135,947 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $3,135,947 | - | - |
| 2022 | 1 | 3 | $3,165,069 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $3,165,069 | - | - |
| 2021 | 1 | 3 | $3,083,495 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $3,083,495 | - | - |
| 2020 | 1 | 3 | $2,844,630 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $2,844,630 | - | - |
| 2019 | 1 | 3 | $2,692,090 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $2,692,090 | $45,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2018 | 1 | 3 | $2,371,301 | $0 | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $2,371,301 | - | - |
| 2017 | 1 | 3 | $2,399,494 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $2,399,494 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2016 | 1 | 3 | $2,198,442 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 3 | $2,198,442 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2015 | 2 | 2 | $2,008,048 | $2,006,968 | $1,003,484iApproximate average salary by contribution assumption: employee only about $25,087,100 at 4% or $16,724,733 at 6%; with 50% employer match about $16,724,733 at 4% or $11,149,822 at 6%; with 100% employer match about $12,543,550 at 4% or $8,362,367 at 6%. |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 2 | $2,008,048 | $2,006,968 | $1,003,484iApproximate average salary by contribution assumption: employee only about $25,087,100 at 4% or $16,724,733 at 6%; with 50% employer match about $16,724,733 at 4% or $11,149,822 at 6%; with 100% employer match about $12,543,550 at 4% or $8,362,367 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2014 | 2 | 2 | $2,072,843 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,022,843 | - | - |
| Richard Claveria, M.D., a PC. Profit Sharing Plan | - | 2 | $50,000 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2013 | 1 | 2 | $2,047,891 | $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%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $2,047,891 | $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%. |
| 2012 | 1 | 2 | $1,783,320 | $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%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,783,320 | $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%. |
| 2011 | 1 | 2 | $1,517,023 | $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%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,517,023 | $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%. |
| 2010 | 1 | 2 | $1,452,241 | $141,959 | $70,980iApproximate average salary by contribution assumption: employee only about $1,774,488 at 4% or $1,182,992 at 6%; with 50% employer match about $1,182,992 at 4% or $788,661 at 6%; with 100% employer match about $887,244 at 4% or $591,496 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,452,241 | $141,959 | $70,980iApproximate average salary by contribution assumption: employee only about $1,774,488 at 4% or $1,182,992 at 6%; with 50% employer match about $1,182,992 at 4% or $788,661 at 6%; with 100% employer match about $887,244 at 4% or $591,496 at 6%. |
| 2009 | 1 | 2 | $1,210,845 | $90,041 | $45,021iApproximate average salary by contribution assumption: employee only about $1,125,513 at 4% or $750,342 at 6%; with 50% employer match about $750,342 at 4% or $500,228 at 6%; with 100% employer match about $562,756 at 4% or $375,171 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,210,845 | $90,041 | $45,021iApproximate average salary by contribution assumption: employee only about $1,125,513 at 4% or $750,342 at 6%; with 50% employer match about $750,342 at 4% or $500,228 at 6%; with 100% employer match about $562,756 at 4% or $375,171 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2007 | 2 | 2 | $0 | $0 | - |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| RICHARD CLAVERIA, M.D., A P.C. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2006 | 2 | 2 | $561,686 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $442,839 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. PROFIT SHARING PLAN | - | 2 | $118,847 | - | - |
| 2005 | 2 | 3 | $385,171 | $135,527 | $45,176iApproximate average salary by contribution assumption: employee only about $1,129,392 at 4% or $752,928 at 6%; with 50% employer match about $752,928 at 4% or $501,952 at 6%; with 100% employer match about $564,696 at 4% or $376,464 at 6%. |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $278,570 | $135,527 | $45,176iApproximate average salary by contribution assumption: employee only about $1,129,392 at 4% or $752,928 at 6%; with 50% employer match about $752,928 at 4% or $501,952 at 6%; with 100% employer match about $564,696 at 4% or $376,464 at 6%. |
| RICHARD J. CLAVERIA, MD, APMC PROFIT SHARING PLAN | - | 3 | $106,601 | - | - |
| 2004 | 2 | 3 | $100,433 | $0 | - |
| RICHARD J. CLAVERIA, MD, APMC PROFIT SHARING PLAN | - | 3 | $100,433 | - | - |
| RICHARD CLAVERIA, M.D., A P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2003 | 1 | 2 | $91,977 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| RICHARD J. CLAVERIA, MD, APMC PROFIT SHARING PLAN | - | 2 | $91,977 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2002 | 1 | 2 | $42,500 | $42,500 | $21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%. |
| RICHARD J. CLAVERIA, MD, APMC PROFIT SHARING PLAN | - | 2 | $42,500 | $42,500 | $21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%. |