Civic Intelligence

Steven R Una

Plan context: Steven R. Una MD Self Employee Prof Sharing Plan and Trust

EIN 94-2892415 • Danville, CA • 22 filings • 10 plans

869 Orange Blossom WayDanville, CA 94526
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$4,719,758

2022 Contributions

$384

Historical Graphs

Total Assets Over Time

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

$4,719,758$2,359,879$0199920132021YearValue
$4,719,758Latest year 2021

Participants Over Time

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

420199920122021YearValue
2Latest year 2021

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
202210$0$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-0$0--
202112$4,719,758$384$192iApproximate average salary by contribution assumption: employee only about $4,800 at 4% or $3,200 at 6%; with 50% employer match about $3,200 at 4% or $2,133 at 6%; with 100% employer match about $2,400 at 4% or $1,600 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-2$4,719,758$384$192iApproximate average salary by contribution assumption: employee only about $4,800 at 4% or $3,200 at 6%; with 50% employer match about $3,200 at 4% or $2,133 at 6%; with 100% employer match about $2,400 at 4% or $1,600 at 6%.
202013$4,343,603$43,915$14,638iApproximate average salary by contribution assumption: employee only about $365,958 at 4% or $243,972 at 6%; with 50% employer match about $243,972 at 4% or $162,648 at 6%; with 100% employer match about $182,979 at 4% or $121,986 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$4,343,603$43,915$14,638iApproximate average salary by contribution assumption: employee only about $365,958 at 4% or $243,972 at 6%; with 50% employer match about $243,972 at 4% or $162,648 at 6%; with 100% employer match about $182,979 at 4% or $121,986 at 6%.
201913$3,675,053$24,457$8,152iApproximate average salary by contribution assumption: employee only about $203,808 at 4% or $135,872 at 6%; with 50% employer match about $135,872 at 4% or $90,581 at 6%; with 100% employer match about $101,904 at 4% or $67,936 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$3,675,053$24,457$8,152iApproximate average salary by contribution assumption: employee only about $203,808 at 4% or $135,872 at 6%; with 50% employer match about $135,872 at 4% or $90,581 at 6%; with 100% employer match about $101,904 at 4% or $67,936 at 6%.
201813$2,950,863$44,300$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,056 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$2,950,863$44,300$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,056 at 6%.
201713$3,173,549$56,677$18,892iApproximate average salary by contribution assumption: employee only about $472,308 at 4% or $314,872 at 6%; with 50% employer match about $314,872 at 4% or $209,915 at 6%; with 100% employer match about $236,154 at 4% or $157,436 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$3,173,549$56,677$18,892iApproximate average salary by contribution assumption: employee only about $472,308 at 4% or $314,872 at 6%; with 50% employer match about $314,872 at 4% or $209,915 at 6%; with 100% employer match about $236,154 at 4% or $157,436 at 6%.
201613$2,807,248$55,178$18,393iApproximate average salary by contribution assumption: employee only about $459,817 at 4% or $306,544 at 6%; with 50% employer match about $306,544 at 4% or $204,363 at 6%; with 100% employer match about $229,908 at 4% or $153,272 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$2,807,248$55,178$18,393iApproximate average salary by contribution assumption: employee only about $459,817 at 4% or $306,544 at 6%; with 50% employer match about $306,544 at 4% or $204,363 at 6%; with 100% employer match about $229,908 at 4% or $153,272 at 6%.
201513$2,423,572$54,189$18,063iApproximate average salary by contribution assumption: employee only about $451,575 at 4% or $301,050 at 6%; with 50% employer match about $301,050 at 4% or $200,700 at 6%; with 100% employer match about $225,788 at 4% or $150,525 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$2,423,572$54,189$18,063iApproximate average salary by contribution assumption: employee only about $451,575 at 4% or $301,050 at 6%; with 50% employer match about $301,050 at 4% or $200,700 at 6%; with 100% employer match about $225,788 at 4% or $150,525 at 6%.
201413$2,620,701$54,414$18,138iApproximate average salary by contribution assumption: employee only about $453,450 at 4% or $302,300 at 6%; with 50% employer match about $302,300 at 4% or $201,533 at 6%; with 100% employer match about $226,725 at 4% or $151,150 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$2,620,701$54,414$18,138iApproximate average salary by contribution assumption: employee only about $453,450 at 4% or $302,300 at 6%; with 50% employer match about $302,300 at 4% or $201,533 at 6%; with 100% employer match about $226,725 at 4% or $151,150 at 6%.
201312$2,360,840$57,519$28,760iApproximate average salary by contribution assumption: employee only about $718,988 at 4% or $479,325 at 6%; with 50% employer match about $479,325 at 4% or $319,550 at 6%; with 100% employer match about $359,494 at 4% or $239,663 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-2$2,360,840$57,519$28,760iApproximate average salary by contribution assumption: employee only about $718,988 at 4% or $479,325 at 6%; with 50% employer match about $479,325 at 4% or $319,550 at 6%; with 100% employer match about $359,494 at 4% or $239,663 at 6%.
201213$1,916,287$57,295$19,098iApproximate average salary by contribution assumption: employee only about $477,458 at 4% or $318,306 at 6%; with 50% employer match about $318,306 at 4% or $212,204 at 6%; with 100% employer match about $238,729 at 4% or $159,153 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$1,916,287$57,295$19,098iApproximate average salary by contribution assumption: employee only about $477,458 at 4% or $318,306 at 6%; with 50% employer match about $318,306 at 4% or $212,204 at 6%; with 100% employer match about $238,729 at 4% or $159,153 at 6%.
201113$1,667,625$52,021$17,340iApproximate average salary by contribution assumption: employee only about $433,508 at 4% or $289,006 at 6%; with 50% employer match about $289,006 at 4% or $192,670 at 6%; with 100% employer match about $216,754 at 4% or $144,503 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$1,667,625$52,021$17,340iApproximate average salary by contribution assumption: employee only about $433,508 at 4% or $289,006 at 6%; with 50% employer match about $289,006 at 4% or $192,670 at 6%; with 100% employer match about $216,754 at 4% or $144,503 at 6%.
201013$1,559,054$53,813$17,938iApproximate average salary by contribution assumption: employee only about $448,442 at 4% or $298,961 at 6%; with 50% employer match about $298,961 at 4% or $199,307 at 6%; with 100% employer match about $224,221 at 4% or $149,481 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$1,559,054$53,813$17,938iApproximate average salary by contribution assumption: employee only about $448,442 at 4% or $298,961 at 6%; with 50% employer match about $298,961 at 4% or $199,307 at 6%; with 100% employer match about $224,221 at 4% or $149,481 at 6%.
200913$1,334,188$53,066$17,689iApproximate average salary by contribution assumption: employee only about $442,217 at 4% or $294,811 at 6%; with 50% employer match about $294,811 at 4% or $196,541 at 6%; with 100% employer match about $221,108 at 4% or $147,406 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3$1,334,188$53,066$17,689iApproximate average salary by contribution assumption: employee only about $442,217 at 4% or $294,811 at 6%; with 50% employer match about $294,811 at 4% or $196,541 at 6%; with 100% employer match about $221,108 at 4% or $147,406 at 6%.
200810$0$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-0---
200713$0$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-3---
200612$1,138,433$48,118$24,059iApproximate average salary by contribution assumption: employee only about $601,475 at 4% or $400,983 at 6%; with 50% employer match about $400,983 at 4% or $267,322 at 6%; with 100% employer match about $300,738 at 4% or $200,492 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-2$1,138,433$48,118$24,059iApproximate average salary by contribution assumption: employee only about $601,475 at 4% or $400,983 at 6%; with 50% employer match about $400,983 at 4% or $267,322 at 6%; with 100% employer match about $300,738 at 4% or $200,492 at 6%.
200411$961,570$43,014$43,014iApproximate average salary by contribution assumption: employee only about $1,075,350 at 4% or $716,900 at 6%; with 50% employer match about $716,900 at 4% or $477,933 at 6%; with 100% employer match about $537,675 at 4% or $358,450 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-1$961,570$43,014$43,014iApproximate average salary by contribution assumption: employee only about $1,075,350 at 4% or $716,900 at 6%; with 50% employer match about $716,900 at 4% or $477,933 at 6%; with 100% employer match about $537,675 at 4% or $358,450 at 6%.
200311$772,956$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-1$772,956$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200111$0$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-1---
200014$966,816$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-4$966,816--
199914$1,354,297$0-
Steven R. Una MD Self Employee Prof Sharing Plan and Trust-4$1,354,297--
Steven R Una | EIN 94-2892415 | 2022 Form 5500 Company Profile