Civic Intelligence

Kenneth Birkenstein, MD Inc.

Plan context: Kenneth Birkenstein, MD Inc. 401(K) Plan

EIN 93-1049219 • Yorba Linda, CA • 11 filings • 2 plans

16960 E. Bastanchury Road, Suite AYorba Linda, CA 92886
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$828,981

2015 Contributions

$9,648

Historical Graphs

Total Assets Over Time

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

$828,981$414,491$0200520102014YearValue
$828,981Latest year 2014

Participants Over Time

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

530200520102014YearValue
4Latest year 2014

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
201510$0$9,648-
Kenneth Birkenstein, MD Inc. 401(K) Plan-0$0$9,648-
201414$828,981$56,683$14,171iApproximate average salary by contribution assumption: employee only about $354,269 at 4% or $236,179 at 6%; with 50% employer match about $236,179 at 4% or $157,453 at 6%; with 100% employer match about $177,134 at 4% or $118,090 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$828,981$56,683$14,171iApproximate average salary by contribution assumption: employee only about $354,269 at 4% or $236,179 at 6%; with 50% employer match about $236,179 at 4% or $157,453 at 6%; with 100% employer match about $177,134 at 4% or $118,090 at 6%.
201314$754,865$87,638$21,910iApproximate average salary by contribution assumption: employee only about $547,738 at 4% or $365,158 at 6%; with 50% employer match about $365,158 at 4% or $243,439 at 6%; with 100% employer match about $273,869 at 4% or $182,579 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$754,865$87,638$21,910iApproximate average salary by contribution assumption: employee only about $547,738 at 4% or $365,158 at 6%; with 50% employer match about $365,158 at 4% or $243,439 at 6%; with 100% employer match about $273,869 at 4% or $182,579 at 6%.
201214$622,164$47,980$11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$622,164$47,980$11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%.
201114$522,999$86,944$21,736iApproximate average salary by contribution assumption: employee only about $543,400 at 4% or $362,267 at 6%; with 50% employer match about $362,267 at 4% or $241,511 at 6%; with 100% employer match about $271,700 at 4% or $181,133 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$522,999$86,944$21,736iApproximate average salary by contribution assumption: employee only about $543,400 at 4% or $362,267 at 6%; with 50% employer match about $362,267 at 4% or $241,511 at 6%; with 100% employer match about $271,700 at 4% or $181,133 at 6%.
201014$455,802$87,659$21,915iApproximate average salary by contribution assumption: employee only about $547,869 at 4% or $365,246 at 6%; with 50% employer match about $365,246 at 4% or $243,497 at 6%; with 100% employer match about $273,934 at 4% or $182,623 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$455,802$87,659$21,915iApproximate average salary by contribution assumption: employee only about $547,869 at 4% or $365,246 at 6%; with 50% employer match about $365,246 at 4% or $243,497 at 6%; with 100% employer match about $273,934 at 4% or $182,623 at 6%.
200915$344,191$83,930$16,786iApproximate average salary by contribution assumption: employee only about $419,650 at 4% or $279,767 at 6%; with 50% employer match about $279,767 at 4% or $186,511 at 6%; with 100% employer match about $209,825 at 4% or $139,883 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-5$344,191$83,930$16,786iApproximate average salary by contribution assumption: employee only about $419,650 at 4% or $279,767 at 6%; with 50% employer match about $279,767 at 4% or $186,511 at 6%; with 100% employer match about $209,825 at 4% or $139,883 at 6%.
200813$220,185$80,265$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-3$220,185$80,265$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
200714$0$0-
Kenneth Birkenstein, MD Inc. 401(K) Plan-4---
200614$120,675$72,055$18,014iApproximate average salary by contribution assumption: employee only about $450,344 at 4% or $300,229 at 6%; with 50% employer match about $300,229 at 4% or $200,153 at 6%; with 100% employer match about $225,172 at 4% or $150,115 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$120,675$72,055$18,014iApproximate average salary by contribution assumption: employee only about $450,344 at 4% or $300,229 at 6%; with 50% employer match about $300,229 at 4% or $200,153 at 6%; with 100% employer match about $225,172 at 4% or $150,115 at 6%.
200514$42,534$42,534$10,634iApproximate average salary by contribution assumption: employee only about $265,838 at 4% or $177,225 at 6%; with 50% employer match about $177,225 at 4% or $118,150 at 6%; with 100% employer match about $132,919 at 4% or $88,613 at 6%.
Kenneth Birkenstein, MD Inc. 401(K) Plan-4$42,534$42,534$10,634iApproximate average salary by contribution assumption: employee only about $265,838 at 4% or $177,225 at 6%; with 50% employer match about $177,225 at 4% or $118,150 at 6%; with 100% employer match about $132,919 at 4% or $88,613 at 6%.