Civic Intelligence

Francis J Charlton Jr

Plan context: Francis J Charlton Jr MD Profit Sharing Pension Plan

EIN 94-2659258 • San Francisco, CA • 26 filings • 5 plans

2645 Ocean Avenue, Suite 208San Francisco, CA 94132
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,042

2020 Contributions

$64,309

Historical Graphs

Total Assets Over Time

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

$6,045,915$3,022,958$0199920102020YearValue
$4,042Latest year 2020

Participants Over Time

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

210199920092020YearValue
2Latest year 2020

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
202012$4,042$0-
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$4,042$0-
201912$6,045,915$0-
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$6,045,915$0-
201812$5,083,275$64,309$32,155iApproximate average salary by contribution assumption: employee only about $803,863 at 4% or $535,908 at 6%; with 50% employer match about $535,908 at 4% or $357,272 at 6%; with 100% employer match about $401,931 at 4% or $267,954 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$5,083,275$64,309$32,155iApproximate average salary by contribution assumption: employee only about $803,863 at 4% or $535,908 at 6%; with 50% employer match about $535,908 at 4% or $357,272 at 6%; with 100% employer match about $401,931 at 4% or $267,954 at 6%.
201712$5,547,147$68,366$34,183iApproximate average salary by contribution assumption: employee only about $854,575 at 4% or $569,717 at 6%; with 50% employer match about $569,717 at 4% or $379,811 at 6%; with 100% employer match about $427,288 at 4% or $284,858 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$5,547,147$68,366$34,183iApproximate average salary by contribution assumption: employee only about $854,575 at 4% or $569,717 at 6%; with 50% employer match about $569,717 at 4% or $379,811 at 6%; with 100% employer match about $427,288 at 4% or $284,858 at 6%.
201610$4,710,007$45,254-
Francis J Charlton Jr MD Profit Sharing Pension Plan--$4,710,007$45,254-
201512$4,206,426$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$4,206,426$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
201410$4,247,299$48,923-
Francis J Charlton Jr MD Profit Sharing Pension Plan--$4,247,299$48,923-
201312$3,850,756$49,891$24,946iApproximate average salary by contribution assumption: employee only about $623,638 at 4% or $415,758 at 6%; with 50% employer match about $415,758 at 4% or $277,172 at 6%; with 100% employer match about $311,819 at 4% or $207,879 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$3,850,756$49,891$24,946iApproximate average salary by contribution assumption: employee only about $623,638 at 4% or $415,758 at 6%; with 50% employer match about $415,758 at 4% or $277,172 at 6%; with 100% employer match about $311,819 at 4% or $207,879 at 6%.
201212$3,057,734$55,305$27,653iApproximate average salary by contribution assumption: employee only about $691,313 at 4% or $460,875 at 6%; with 50% employer match about $460,875 at 4% or $307,250 at 6%; with 100% employer match about $345,656 at 4% or $230,438 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$3,057,734$55,305$27,653iApproximate average salary by contribution assumption: employee only about $691,313 at 4% or $460,875 at 6%; with 50% employer match about $460,875 at 4% or $307,250 at 6%; with 100% employer match about $345,656 at 4% or $230,438 at 6%.
201112$2,627,727$50,053$25,027iApproximate average salary by contribution assumption: employee only about $625,663 at 4% or $417,108 at 6%; with 50% employer match about $417,108 at 4% or $278,072 at 6%; with 100% employer match about $312,831 at 4% or $208,554 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$2,627,727$50,053$25,027iApproximate average salary by contribution assumption: employee only about $625,663 at 4% or $417,108 at 6%; with 50% employer match about $417,108 at 4% or $278,072 at 6%; with 100% employer match about $312,831 at 4% or $208,554 at 6%.
201012$2,581,627$44,920$22,460iApproximate average salary by contribution assumption: employee only about $561,500 at 4% or $374,333 at 6%; with 50% employer match about $374,333 at 4% or $249,556 at 6%; with 100% employer match about $280,750 at 4% or $187,167 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$2,581,627$44,920$22,460iApproximate average salary by contribution assumption: employee only about $561,500 at 4% or $374,333 at 6%; with 50% employer match about $374,333 at 4% or $249,556 at 6%; with 100% employer match about $280,750 at 4% or $187,167 at 6%.
200912$2,210,114$54,299$27,150iApproximate average salary by contribution assumption: employee only about $678,738 at 4% or $452,492 at 6%; with 50% employer match about $452,492 at 4% or $301,661 at 6%; with 100% employer match about $339,369 at 4% or $226,246 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$2,210,114$54,299$27,150iApproximate average salary by contribution assumption: employee only about $678,738 at 4% or $452,492 at 6%; with 50% employer match about $452,492 at 4% or $301,661 at 6%; with 100% employer match about $339,369 at 4% or $226,246 at 6%.
200810$1,656,044$44,598-
Francis J Charlton Jr MD Profit Sharing Pension Plan-0$1,656,044$44,598-
200712$2,530,099$47,961$23,981iApproximate average salary by contribution assumption: employee only about $599,513 at 4% or $399,675 at 6%; with 50% employer match about $399,675 at 4% or $266,450 at 6%; with 100% employer match about $299,756 at 4% or $199,838 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$2,530,099$47,961$23,981iApproximate average salary by contribution assumption: employee only about $599,513 at 4% or $399,675 at 6%; with 50% employer match about $399,675 at 4% or $266,450 at 6%; with 100% employer match about $299,756 at 4% or $199,838 at 6%.
200612$2,234,495$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$2,234,495$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
200512$1,896,326$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$1,896,326$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
200412$1,715,338$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$1,715,338$48,800$24,400iApproximate average salary by contribution assumption: employee only about $610,000 at 4% or $406,667 at 6%; with 50% employer match about $406,667 at 4% or $271,111 at 6%; with 100% employer match about $305,000 at 4% or $203,333 at 6%.
200312$1,487,188$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$1,487,188$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
200222$1,133,972$30,910$15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$1,133,972$30,910$15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%.
Francis J Charlton Jr Money Purchase Pension Plan-0---
200122$0$0-
Francis J Charlton Jr MD Profit Sharing Pension Plan-2---
Francis J Charlton Jr Money Purchase Pension Plan-2---
200022$853,482$22,320$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$853,482$22,320$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Francis J Charlton Jr Money Purchase Pension Plan-2---
199922$1,593,399$36,900$18,450iApproximate average salary by contribution assumption: employee only about $461,250 at 4% or $307,500 at 6%; with 50% employer match about $307,500 at 4% or $205,000 at 6%; with 100% employer match about $230,625 at 4% or $153,750 at 6%.
Francis J Charlton Jr MD Profit Sharing Pension Plan-2$1,031,686$22,140$11,070iApproximate average salary by contribution assumption: employee only about $276,750 at 4% or $184,500 at 6%; with 50% employer match about $184,500 at 4% or $123,000 at 6%; with 100% employer match about $138,375 at 4% or $92,250 at 6%.
Francis J Charlton Jr Money Purchase Pension Plan-2$561,713$14,760$7,380iApproximate average salary by contribution assumption: employee only about $184,500 at 4% or $123,000 at 6%; with 50% employer match about $123,000 at 4% or $82,000 at 6%; with 100% employer match about $92,250 at 4% or $61,500 at 6%.