Theodore F. Marshburn, M.D. Inc.
Plan context: Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan
EIN 95-2749315 • Whittier, CA • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,270,917
2024 Contributions
$169,658
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 | 11 | $2,270,917 | $169,658 | $15,423iApproximate average salary by contribution assumption: employee only about $385,586 at 4% or $257,058 at 6%; with 50% employer match about $257,058 at 4% or $171,372 at 6%; with 100% employer match about $192,793 at 4% or $128,529 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 11 | $2,270,917 | $169,658 | $15,423iApproximate average salary by contribution assumption: employee only about $385,586 at 4% or $257,058 at 6%; with 50% employer match about $257,058 at 4% or $171,372 at 6%; with 100% employer match about $192,793 at 4% or $128,529 at 6%. |
| 2023 | 1 | 14 | $2,062,679 | $142,524 | $10,180iApproximate average salary by contribution assumption: employee only about $254,507 at 4% or $169,671 at 6%; with 50% employer match about $169,671 at 4% or $113,114 at 6%; with 100% employer match about $127,254 at 4% or $84,836 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $2,062,679 | $142,524 | $10,180iApproximate average salary by contribution assumption: employee only about $254,507 at 4% or $169,671 at 6%; with 50% employer match about $169,671 at 4% or $113,114 at 6%; with 100% employer match about $127,254 at 4% or $84,836 at 6%. |
| 2022 | 1 | 14 | $1,703,140 | $129,069 | $9,219iApproximate average salary by contribution assumption: employee only about $230,480 at 4% or $153,654 at 6%; with 50% employer match about $153,654 at 4% or $102,436 at 6%; with 100% employer match about $115,240 at 4% or $76,827 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $1,703,140 | $129,069 | $9,219iApproximate average salary by contribution assumption: employee only about $230,480 at 4% or $153,654 at 6%; with 50% employer match about $153,654 at 4% or $102,436 at 6%; with 100% employer match about $115,240 at 4% or $76,827 at 6%. |
| 2021 | 1 | 14 | $1,815,546 | $147,470 | $10,534iApproximate average salary by contribution assumption: employee only about $263,339 at 4% or $175,560 at 6%; with 50% employer match about $175,560 at 4% or $117,040 at 6%; with 100% employer match about $131,670 at 4% or $87,780 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $1,815,546 | $147,470 | $10,534iApproximate average salary by contribution assumption: employee only about $263,339 at 4% or $175,560 at 6%; with 50% employer match about $175,560 at 4% or $117,040 at 6%; with 100% employer match about $131,670 at 4% or $87,780 at 6%. |
| 2020 | 1 | 17 | $3,580,035 | $135,579 | $7,975iApproximate average salary by contribution assumption: employee only about $199,381 at 4% or $132,921 at 6%; with 50% employer match about $132,921 at 4% or $88,614 at 6%; with 100% employer match about $99,690 at 4% or $66,460 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 17 | $3,580,035 | $135,579 | $7,975iApproximate average salary by contribution assumption: employee only about $199,381 at 4% or $132,921 at 6%; with 50% employer match about $132,921 at 4% or $88,614 at 6%; with 100% employer match about $99,690 at 4% or $66,460 at 6%. |
| 2019 | 2 | 17 | $3,188,078 | $341,581 | $20,093iApproximate average salary by contribution assumption: employee only about $502,325 at 4% or $334,883 at 6%; with 50% employer match about $334,883 at 4% or $223,256 at 6%; with 100% employer match about $251,163 at 4% or $167,442 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 17 | $3,188,078 | $236,641 | $13,920iApproximate average salary by contribution assumption: employee only about $348,001 at 4% or $232,001 at 6%; with 50% employer match about $232,001 at 4% or $154,667 at 6%; with 100% employer match about $174,001 at 4% or $116,000 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 0 | $0 | $104,940 | - |
| 2018 | 2 | 16 | $5,133,004 | $358,330 | $22,396iApproximate average salary by contribution assumption: employee only about $559,891 at 4% or $373,260 at 6%; with 50% employer match about $373,260 at 4% or $248,840 at 6%; with 100% employer match about $279,945 at 4% or $186,630 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 12 | $2,577,980 | $235,618 | $19,635iApproximate average salary by contribution assumption: employee only about $490,871 at 4% or $327,247 at 6%; with 50% employer match about $327,247 at 4% or $218,165 at 6%; with 100% employer match about $245,435 at 4% or $163,624 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 16 | $2,555,024 | $122,712 | $7,670iApproximate average salary by contribution assumption: employee only about $191,738 at 4% or $127,825 at 6%; with 50% employer match about $127,825 at 4% or $85,217 at 6%; with 100% employer match about $95,869 at 4% or $63,913 at 6%. |
| 2017 | 2 | 14 | $5,366,794 | $313,327 | $22,381iApproximate average salary by contribution assumption: employee only about $559,513 at 4% or $373,008 at 6%; with 50% employer match about $373,008 at 4% or $248,672 at 6%; with 100% employer match about $279,756 at 4% or $186,504 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $2,911,681 | $113,327 | $8,095iApproximate average salary by contribution assumption: employee only about $202,370 at 4% or $134,913 at 6%; with 50% employer match about $134,913 at 4% or $89,942 at 6%; with 100% employer match about $101,185 at 4% or $67,457 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 11 | $2,455,113 | $200,000 | $18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%. |
| 2016 | 2 | 16 | $4,462,041 | $426,371 | $26,648iApproximate average salary by contribution assumption: employee only about $666,205 at 4% or $444,136 at 6%; with 50% employer match about $444,136 at 4% or $296,091 at 6%; with 100% employer match about $333,102 at 4% or $222,068 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 16 | $2,363,802 | $106,371 | $6,648iApproximate average salary by contribution assumption: employee only about $166,205 at 4% or $110,803 at 6%; with 50% employer match about $110,803 at 4% or $73,869 at 6%; with 100% employer match about $83,102 at 4% or $55,402 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 14 | $2,098,239 | $320,000 | $22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,952 at 6%; with 50% employer match about $380,952 at 4% or $253,968 at 6%; with 100% employer match about $285,714 at 4% or $190,476 at 6%. |
| 2015 | 2 | 14 | $3,639,981 | $250,845 | $17,918iApproximate average salary by contribution assumption: employee only about $447,938 at 4% or $298,625 at 6%; with 50% employer match about $298,625 at 4% or $199,083 at 6%; with 100% employer match about $223,969 at 4% or $149,313 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $1,964,095 | $100,845 | $7,203iApproximate average salary by contribution assumption: employee only about $180,080 at 4% or $120,054 at 6%; with 50% employer match about $120,054 at 4% or $80,036 at 6%; with 100% employer match about $90,040 at 4% or $60,027 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 12 | $1,675,886 | $150,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2014 | 2 | 13 | $3,576,254 | $291,705 | $22,439iApproximate average salary by contribution assumption: employee only about $560,971 at 4% or $373,981 at 6%; with 50% employer match about $373,981 at 4% or $249,321 at 6%; with 100% employer match about $280,486 at 4% or $186,990 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 13 | $2,027,785 | $92,346 | $7,104iApproximate average salary by contribution assumption: employee only about $177,588 at 4% or $118,392 at 6%; with 50% employer match about $118,392 at 4% or $78,928 at 6%; with 100% employer match about $88,794 at 4% or $59,196 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 11 | $1,548,469 | $199,359 | $18,124iApproximate average salary by contribution assumption: employee only about $453,089 at 4% or $302,059 at 6%; with 50% employer match about $302,059 at 4% or $201,373 at 6%; with 100% employer match about $226,544 at 4% or $151,030 at 6%. |
| 2013 | 2 | 15 | $3,260,107 | $157,407 | $10,494iApproximate average salary by contribution assumption: employee only about $262,345 at 4% or $174,897 at 6%; with 50% employer match about $174,897 at 4% or $116,598 at 6%; with 100% employer match about $131,173 at 4% or $87,448 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 15 | $1,925,873 | $107,407 | $7,160iApproximate average salary by contribution assumption: employee only about $179,012 at 4% or $119,341 at 6%; with 50% employer match about $119,341 at 4% or $79,561 at 6%; with 100% employer match about $89,506 at 4% or $59,671 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 11 | $1,334,234 | $50,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| 2012 | 2 | 14 | $2,620,511 | $200,960 | $14,354iApproximate average salary by contribution assumption: employee only about $358,857 at 4% or $239,238 at 6%; with 50% employer match about $239,238 at 4% or $159,492 at 6%; with 100% employer match about $179,429 at 4% or $119,619 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $1,431,046 | $103,473 | $7,391iApproximate average salary by contribution assumption: employee only about $184,773 at 4% or $123,182 at 6%; with 50% employer match about $123,182 at 4% or $82,121 at 6%; with 100% employer match about $92,387 at 4% or $61,591 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 12 | $1,189,465 | $97,487 | $8,124iApproximate average salary by contribution assumption: employee only about $203,098 at 4% or $135,399 at 6%; with 50% employer match about $135,399 at 4% or $90,266 at 6%; with 100% employer match about $101,549 at 4% or $67,699 at 6%. |
| 2011 | 2 | 15 | $2,158,899 | $199,765 | $13,318iApproximate average salary by contribution assumption: employee only about $332,942 at 4% or $221,961 at 6%; with 50% employer match about $221,961 at 4% or $147,974 at 6%; with 100% employer match about $166,471 at 4% or $110,981 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 14 | $1,117,685 | $102,081 | $7,292iApproximate average salary by contribution assumption: employee only about $182,288 at 4% or $121,525 at 6%; with 50% employer match about $121,525 at 4% or $81,017 at 6%; with 100% employer match about $91,144 at 4% or $60,763 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 15 | $1,041,214 | $97,684 | $6,512iApproximate average salary by contribution assumption: employee only about $162,807 at 4% or $108,538 at 6%; with 50% employer match about $108,538 at 4% or $72,359 at 6%; with 100% employer match about $81,403 at 4% or $54,269 at 6%. |
| 2010 | 2 | 18 | $2,234,029 | $223,370 | $12,409iApproximate average salary by contribution assumption: employee only about $310,236 at 4% or $206,824 at 6%; with 50% employer match about $206,824 at 4% or $137,883 at 6%; with 100% employer match about $155,118 at 4% or $103,412 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 18 | $1,259,726 | $124,147 | $6,897iApproximate average salary by contribution assumption: employee only about $172,426 at 4% or $114,951 at 6%; with 50% employer match about $114,951 at 4% or $76,634 at 6%; with 100% employer match about $86,213 at 4% or $57,475 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 15 | $974,303 | $99,223 | $6,615iApproximate average salary by contribution assumption: employee only about $165,372 at 4% or $110,248 at 6%; with 50% employer match about $110,248 at 4% or $73,499 at 6%; with 100% employer match about $82,686 at 4% or $55,124 at 6%. |
| 2009 | 2 | 18 | $1,896,359 | $231,516 | $12,862iApproximate average salary by contribution assumption: employee only about $321,550 at 4% or $214,367 at 6%; with 50% employer match about $214,367 at 4% or $142,911 at 6%; with 100% employer match about $160,775 at 4% or $107,183 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 18 | $1,073,367 | $136,593 | $7,589iApproximate average salary by contribution assumption: employee only about $189,713 at 4% or $126,475 at 6%; with 50% employer match about $126,475 at 4% or $84,317 at 6%; with 100% employer match about $94,856 at 4% or $63,238 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 14 | $822,992 | $94,923 | $6,780iApproximate average salary by contribution assumption: employee only about $169,505 at 4% or $113,004 at 6%; with 50% employer match about $113,004 at 4% or $75,336 at 6%; with 100% employer match about $84,753 at 4% or $56,502 at 6%. |
| 2008 | 2 | 13 | $1,311,101 | $284,045 | $21,850iApproximate average salary by contribution assumption: employee only about $546,240 at 4% or $364,160 at 6%; with 50% employer match about $364,160 at 4% or $242,774 at 6%; with 100% employer match about $273,120 at 4% or $182,080 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 13 | $676,748 | $125,280 | $9,637iApproximate average salary by contribution assumption: employee only about $240,923 at 4% or $160,615 at 6%; with 50% employer match about $160,615 at 4% or $107,077 at 6%; with 100% employer match about $120,462 at 4% or $80,308 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 11 | $634,353 | $158,765 | $14,433iApproximate average salary by contribution assumption: employee only about $360,830 at 4% or $240,553 at 6%; with 50% employer match about $240,553 at 4% or $160,369 at 6%; with 100% employer match about $180,415 at 4% or $120,277 at 6%. |
| 2007 | 2 | 11 | $0 | $0 | - |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 9 | - | - | - |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 2 | 9 | $1,383,773 | $182,408 | $20,268iApproximate average salary by contribution assumption: employee only about $506,689 at 4% or $337,793 at 6%; with 50% employer match about $337,793 at 4% or $225,195 at 6%; with 100% employer match about $253,344 at 4% or $168,896 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 9 | $962,213 | $88,247 | $9,805iApproximate average salary by contribution assumption: employee only about $245,131 at 4% or $163,420 at 6%; with 50% employer match about $163,420 at 4% or $108,947 at 6%; with 100% employer match about $122,565 at 4% or $81,710 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 7 | $421,560 | $94,161 | $13,452iApproximate average salary by contribution assumption: employee only about $336,289 at 4% or $224,193 at 6%; with 50% employer match about $224,193 at 4% or $149,462 at 6%; with 100% employer match about $168,145 at 4% or $112,096 at 6%. |
| 2005 | 2 | 8 | $1,065,112 | $196,771 | $24,596iApproximate average salary by contribution assumption: employee only about $614,909 at 4% or $409,940 at 6%; with 50% employer match about $409,940 at 4% or $273,293 at 6%; with 100% employer match about $307,455 at 4% or $204,970 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 8 | $760,289 | $102,377 | $12,797iApproximate average salary by contribution assumption: employee only about $319,928 at 4% or $213,285 at 6%; with 50% employer match about $213,285 at 4% or $142,190 at 6%; with 100% employer match about $159,964 at 4% or $106,643 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 6 | $304,823 | $94,394 | $15,732iApproximate average salary by contribution assumption: employee only about $393,308 at 4% or $262,206 at 6%; with 50% employer match about $262,206 at 4% or $174,804 at 6%; with 100% employer match about $196,654 at 4% or $131,103 at 6%. |
| 2004 | 2 | 11 | $730,144 | $189,486 | $17,226iApproximate average salary by contribution assumption: employee only about $430,650 at 4% or $287,100 at 6%; with 50% employer match about $287,100 at 4% or $191,400 at 6%; with 100% employer match about $215,325 at 4% or $143,550 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 11 | $528,196 | $95,010 | $8,637iApproximate average salary by contribution assumption: employee only about $215,932 at 4% or $143,955 at 6%; with 50% employer match about $143,955 at 4% or $95,970 at 6%; with 100% employer match about $107,966 at 4% or $71,977 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 8 | $201,948 | $94,476 | $11,810iApproximate average salary by contribution assumption: employee only about $295,238 at 4% or $196,825 at 6%; with 50% employer match about $196,825 at 4% or $131,217 at 6%; with 100% employer match about $147,619 at 4% or $98,413 at 6%. |
| 2003 | 2 | 12 | $455,219 | $207,580 | $17,298iApproximate average salary by contribution assumption: employee only about $432,458 at 4% or $288,306 at 6%; with 50% employer match about $288,306 at 4% or $192,204 at 6%; with 100% employer match about $216,229 at 4% or $144,153 at 6%. |
| THEODORE F. MARSHBURN, M.D., INC. 401K PROFIT SHARING PLAN | - | 12 | $357,369 | $109,622 | $9,135iApproximate average salary by contribution assumption: employee only about $228,379 at 4% or $152,253 at 6%; with 50% employer match about $152,253 at 4% or $101,502 at 6%; with 100% employer match about $114,190 at 4% or $76,126 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Cash Balance Plan | - | 10 | $97,850 | $97,958 | $9,796iApproximate average salary by contribution assumption: employee only about $244,895 at 4% or $163,263 at 6%; with 50% employer match about $163,263 at 4% or $108,842 at 6%; with 100% employer match about $122,447 at 4% or $81,632 at 6%. |
| 2002 | 1 | 20 | $184,299 | $0 | - |
| THEODORE F. MARSHBURN, MD., INC. PROFIT SHARING PLAN | - | 20 | $184,299 | - | - |
| 2001 | 1 | 17 | $0 | $0 | - |
| THEODORE F. MARSHBURN, MD., INC. PROFIT SHARING PLAN | - | 17 | - | - | - |
| 2000 | 1 | 15 | $137,505 | $63,956 | $4,264iApproximate average salary by contribution assumption: employee only about $106,593 at 4% or $71,062 at 6%; with 50% employer match about $71,062 at 4% or $47,375 at 6%; with 100% employer match about $53,297 at 4% or $35,531 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 15 | $137,505 | $63,956 | $4,264iApproximate average salary by contribution assumption: employee only about $106,593 at 4% or $71,062 at 6%; with 50% employer match about $71,062 at 4% or $47,375 at 6%; with 100% employer match about $53,297 at 4% or $35,531 at 6%. |
| 1999 | 1 | 22 | $70,710 | $70,710 | $3,214iApproximate average salary by contribution assumption: employee only about $80,352 at 4% or $53,568 at 6%; with 50% employer match about $53,568 at 4% or $35,712 at 6%; with 100% employer match about $40,176 at 4% or $26,784 at 6%. |
| Theodore F. Marshburn, M.D. Inc. Profit Sharing Plan | - | 22 | $70,710 | $70,710 | $3,214iApproximate average salary by contribution assumption: employee only about $80,352 at 4% or $53,568 at 6%; with 50% employer match about $53,568 at 4% or $35,712 at 6%; with 100% employer match about $40,176 at 4% or $26,784 at 6%. |