Civic Intelligence

John J. Willsen, M.D.

Plan context: John J. Willsen, M.D. Rate Group Profit Sharing Plan

EIN 94-2707807 • Carmel, CA • 23 filings • 4 plans

PO Box 314Carmel, CA 93921
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,836,802

2019 Contributions

$53,252

Historical Graphs

Total Assets Over Time

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

$2,905,313$1,452,657$0199920102018YearValue
$1,836,802Latest year 2018

Participants Over Time

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

630199920092018YearValue
2Latest year 2018

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
201910$0$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-0---
201812$1,836,802$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$1,836,802--
201712$2,163,654$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$2,163,654--
201612$2,163,831$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$2,163,831--
201512$2,152,680$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$2,152,680--
201412$2,218,537$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$2,218,537--
201312$2,321,292$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$2,321,292$0-
201212$1,827,273$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-2$1,827,273$0-
201114$1,980,568$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-4$1,980,568$0-
201015$2,127,967$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-5$2,127,967$0-
200915$2,209,393$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-5$2,209,393$0-
200816$2,046,658$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6$2,046,658--
200716$0$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6---
200616$2,905,313$53,252$8,875iApproximate average salary by contribution assumption: employee only about $221,883 at 4% or $147,922 at 6%; with 50% employer match about $147,922 at 4% or $98,615 at 6%; with 100% employer match about $110,942 at 4% or $73,961 at 6%.
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6$2,905,313$53,252$8,875iApproximate average salary by contribution assumption: employee only about $221,883 at 4% or $147,922 at 6%; with 50% employer match about $147,922 at 4% or $98,615 at 6%; with 100% employer match about $110,942 at 4% or $73,961 at 6%.
200516$2,488,645$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6$2,488,645--
200416$2,280,282$11,819$1,970iApproximate average salary by contribution assumption: employee only about $49,246 at 4% or $32,831 at 6%; with 50% employer match about $32,831 at 4% or $21,887 at 6%; with 100% employer match about $24,623 at 4% or $16,415 at 6%.
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6$2,280,282$11,819$1,970iApproximate average salary by contribution assumption: employee only about $49,246 at 4% or $32,831 at 6%; with 50% employer match about $32,831 at 4% or $21,887 at 6%; with 100% employer match about $24,623 at 4% or $16,415 at 6%.
200315$2,098,922$53,285$10,657iApproximate average salary by contribution assumption: employee only about $266,425 at 4% or $177,617 at 6%; with 50% employer match about $177,617 at 4% or $118,411 at 6%; with 100% employer match about $133,213 at 4% or $88,808 at 6%.
John J. Willsen, M.D. Rate Group Profit Sharing Plan-5$2,098,922$53,285$10,657iApproximate average salary by contribution assumption: employee only about $266,425 at 4% or $177,617 at 6%; with 50% employer match about $177,617 at 4% or $118,411 at 6%; with 100% employer match about $133,213 at 4% or $88,808 at 6%.
200215$1,619,694$55,968$11,194iApproximate average salary by contribution assumption: employee only about $279,840 at 4% or $186,560 at 6%; with 50% employer match about $186,560 at 4% or $124,373 at 6%; with 100% employer match about $139,920 at 4% or $93,280 at 6%.
John J. Willsen, M.D. Rate Group Profit Sharing Plan-5$1,619,694$55,968$11,194iApproximate average salary by contribution assumption: employee only about $279,840 at 4% or $186,560 at 6%; with 50% employer match about $186,560 at 4% or $124,373 at 6%; with 100% employer match about $139,920 at 4% or $93,280 at 6%.
200115$0$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-5---
200016$0$0-
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6---
199936$1,629,308$321,093$53,516iApproximate average salary by contribution assumption: employee only about $1,337,888 at 4% or $891,925 at 6%; with 50% employer match about $891,925 at 4% or $594,617 at 6%; with 100% employer match about $668,944 at 4% or $445,963 at 6%.
John J. Willsen, M.D. Profit Sharing Plan-6$1,588,407$280,192$46,699iApproximate average salary by contribution assumption: employee only about $1,167,467 at 4% or $778,311 at 6%; with 50% employer match about $778,311 at 4% or $518,874 at 6%; with 100% employer match about $583,733 at 4% or $389,156 at 6%.
John J. Willsen, M.D. Rate Group Profit Sharing Plan-6$40,901$40,901$6,817iApproximate average salary by contribution assumption: employee only about $170,421 at 4% or $113,614 at 6%; with 50% employer match about $113,614 at 4% or $75,743 at 6%; with 100% employer match about $85,210 at 4% or $56,807 at 6%.
John J. Willsen, M.D. Pension Plan-0---