Civic Intelligence

Freddie B Balguma MD

Plan context: Freddie B Balguma MD Self Emp Plan

EIN 95-2795337 • Upland, CA • 34 filings • 6 plans

630 N 13th Ave Ste CUpland, CA 91786
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,744,014

2024 Contributions

$14,846

Historical Graphs

Total Assets Over Time

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

$2,744,014$1,372,007$0199920132024YearValue
$2,744,014Latest year 2024

Participants Over Time

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

420199920112024YearValue
3Latest year 2024

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
202413$2,744,014$14,846$4,949iApproximate average salary by contribution assumption: employee only about $123,717 at 4% or $82,478 at 6%; with 50% employer match about $82,478 at 4% or $54,985 at 6%; with 100% employer match about $61,858 at 4% or $41,239 at 6%.
Freddie B Balguma MD Self Emp Plan-3$2,744,014$14,846$4,949iApproximate average salary by contribution assumption: employee only about $123,717 at 4% or $82,478 at 6%; with 50% employer match about $82,478 at 4% or $54,985 at 6%; with 100% employer match about $61,858 at 4% or $41,239 at 6%.
202314$2,018,684$17,100$4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%.
Freddie B Balguma MD Self Emp Plan-4$2,018,684$17,100$4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%.
202214$1,438,844$21,624$5,406iApproximate average salary by contribution assumption: employee only about $135,150 at 4% or $90,100 at 6%; with 50% employer match about $90,100 at 4% or $60,067 at 6%; with 100% employer match about $67,575 at 4% or $45,050 at 6%.
Freddie B Balguma MD Self Emp Plan-4$1,438,844$21,624$5,406iApproximate average salary by contribution assumption: employee only about $135,150 at 4% or $90,100 at 6%; with 50% employer match about $90,100 at 4% or $60,067 at 6%; with 100% employer match about $67,575 at 4% or $45,050 at 6%.
202114$2,293,309$0-
Freddie B Balguma MD Self Emp Plan-4$2,293,309--
202014$2,088,034$29,500$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
Freddie B Balguma MD Self Emp Plan-4$2,088,034$29,500$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
201914$1,296,007$31,522$7,881iApproximate average salary by contribution assumption: employee only about $197,013 at 4% or $131,342 at 6%; with 50% employer match about $131,342 at 4% or $87,561 at 6%; with 100% employer match about $98,506 at 4% or $65,671 at 6%.
Freddie B Balguma MD Self Emp Plan-4$1,296,007$31,522$7,881iApproximate average salary by contribution assumption: employee only about $197,013 at 4% or $131,342 at 6%; with 50% employer match about $131,342 at 4% or $87,561 at 6%; with 100% employer match about $98,506 at 4% or $65,671 at 6%.
201813$917,269$26,934$8,978iApproximate average salary by contribution assumption: employee only about $224,450 at 4% or $149,633 at 6%; with 50% employer match about $149,633 at 4% or $99,756 at 6%; with 100% employer match about $112,225 at 4% or $74,817 at 6%.
Freddie B Balguma MD Self Emp Plan-3$917,269$26,934$8,978iApproximate average salary by contribution assumption: employee only about $224,450 at 4% or $149,633 at 6%; with 50% employer match about $149,633 at 4% or $99,756 at 6%; with 100% employer match about $112,225 at 4% or $74,817 at 6%.
201713$996,753$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Freddie B Balguma MD Self Emp Plan-3$996,753$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201610$743,751$29,782-
Freddie B Balguma MD Self Emp Plan-0$743,751$29,782-
201510$733,812$32,516-
Freddie B Balguma MD Self Emp Plan-0$733,812$32,516-
201413$735,295$36,512$12,171iApproximate average salary by contribution assumption: employee only about $304,267 at 4% or $202,844 at 6%; with 50% employer match about $202,844 at 4% or $135,230 at 6%; with 100% employer match about $152,133 at 4% or $101,422 at 6%.
Freddie B Balguma MD Self Emp Plan-3$735,295$36,512$12,171iApproximate average salary by contribution assumption: employee only about $304,267 at 4% or $202,844 at 6%; with 50% employer match about $202,844 at 4% or $135,230 at 6%; with 100% employer match about $152,133 at 4% or $101,422 at 6%.
201313$614,003$35,015$11,672iApproximate average salary by contribution assumption: employee only about $291,792 at 4% or $194,528 at 6%; with 50% employer match about $194,528 at 4% or $129,685 at 6%; with 100% employer match about $145,896 at 4% or $97,264 at 6%.
Freddie B Balguma MD Self Emp Plan-3$614,003$35,015$11,672iApproximate average salary by contribution assumption: employee only about $291,792 at 4% or $194,528 at 6%; with 50% employer match about $194,528 at 4% or $129,685 at 6%; with 100% employer match about $145,896 at 4% or $97,264 at 6%.
201212$448,430$34,886$17,443iApproximate average salary by contribution assumption: employee only about $436,075 at 4% or $290,717 at 6%; with 50% employer match about $290,717 at 4% or $193,811 at 6%; with 100% employer match about $218,038 at 4% or $145,358 at 6%.
Freddie B Balguma MD Self Emp Plan-2$448,430$34,886$17,443iApproximate average salary by contribution assumption: employee only about $436,075 at 4% or $290,717 at 6%; with 50% employer match about $290,717 at 4% or $193,811 at 6%; with 100% employer match about $218,038 at 4% or $145,358 at 6%.
201112$425,238$44,910$22,455iApproximate average salary by contribution assumption: employee only about $561,375 at 4% or $374,250 at 6%; with 50% employer match about $374,250 at 4% or $249,500 at 6%; with 100% employer match about $280,688 at 4% or $187,125 at 6%.
Freddie B Balguma MD Self Emp Plan-2$425,238$44,910$22,455iApproximate average salary by contribution assumption: employee only about $561,375 at 4% or $374,250 at 6%; with 50% employer match about $374,250 at 4% or $249,500 at 6%; with 100% employer match about $280,688 at 4% or $187,125 at 6%.
201012$484,099$42,381$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
Freddie B Balguma MD Self Emp Plan-2$484,099$42,381$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
200912$359,981$48,197$24,099iApproximate average salary by contribution assumption: employee only about $602,463 at 4% or $401,642 at 6%; with 50% employer match about $401,642 at 4% or $267,761 at 6%; with 100% employer match about $301,231 at 4% or $200,821 at 6%.
Freddie B Balguma MD Self Emp Plan-2$359,981$48,197$24,099iApproximate average salary by contribution assumption: employee only about $602,463 at 4% or $401,642 at 6%; with 50% employer match about $401,642 at 4% or $267,761 at 6%; with 100% employer match about $301,231 at 4% or $200,821 at 6%.
200721$0$0-
Freddie B Balguma MD Self Emp Plan-1---
Freddie B Balguma MD M-P Pl-0---
200621$673,727$44,856$44,856iApproximate average salary by contribution assumption: employee only about $1,121,400 at 4% or $747,600 at 6%; with 50% employer match about $747,600 at 4% or $498,400 at 6%; with 100% employer match about $560,700 at 4% or $373,800 at 6%.
Freddie B Balguma MD M-P Pl-1$416,908$44,856$44,856iApproximate average salary by contribution assumption: employee only about $1,121,400 at 4% or $747,600 at 6%; with 50% employer match about $747,600 at 4% or $498,400 at 6%; with 100% employer match about $560,700 at 4% or $373,800 at 6%.
Freddie B Balguma MD Self Emp Plan-1$256,819--
200521$610,789$26,222$26,222iApproximate average salary by contribution assumption: employee only about $655,550 at 4% or $437,033 at 6%; with 50% employer match about $437,033 at 4% or $291,356 at 6%; with 100% employer match about $327,775 at 4% or $218,517 at 6%.
Freddie B Balguma MD M-P Pl-1$380,334$26,222$26,222iApproximate average salary by contribution assumption: employee only about $655,550 at 4% or $437,033 at 6%; with 50% employer match about $437,033 at 4% or $291,356 at 6%; with 100% employer match about $327,775 at 4% or $218,517 at 6%.
Freddie B Balguma MD Self Emp Plan-1$230,455--
200423$603,299$24,929$8,310iApproximate average salary by contribution assumption: employee only about $207,742 at 4% or $138,494 at 6%; with 50% employer match about $138,494 at 4% or $92,330 at 6%; with 100% employer match about $103,871 at 4% or $69,247 at 6%.
Freddie B Balguma MD M-P Pl-3$350,395$24,929$8,310iApproximate average salary by contribution assumption: employee only about $207,742 at 4% or $138,494 at 6%; with 50% employer match about $138,494 at 4% or $92,330 at 6%; with 100% employer match about $103,871 at 4% or $69,247 at 6%.
Freddie B Balguma MD Self Emp Plan-3$252,904--
200323$446,207$25,044$8,348iApproximate average salary by contribution assumption: employee only about $208,700 at 4% or $139,133 at 6%; with 50% employer match about $139,133 at 4% or $92,756 at 6%; with 100% employer match about $104,350 at 4% or $69,567 at 6%.
Freddie B Balguma MD M-P Pl-3$241,814$25,044$8,348iApproximate average salary by contribution assumption: employee only about $208,700 at 4% or $139,133 at 6%; with 50% employer match about $139,133 at 4% or $92,756 at 6%; with 100% employer match about $104,350 at 4% or $69,567 at 6%.
Freddie B Balguma MD Self Emp Plan-3$204,393--
200223$342,860$20,492$6,831iApproximate average salary by contribution assumption: employee only about $170,767 at 4% or $113,844 at 6%; with 50% employer match about $113,844 at 4% or $75,896 at 6%; with 100% employer match about $85,383 at 4% or $56,922 at 6%.
Freddie B Balguma MD M-P Pl-3$177,190$20,492$6,831iApproximate average salary by contribution assumption: employee only about $170,767 at 4% or $113,844 at 6%; with 50% employer match about $113,844 at 4% or $75,896 at 6%; with 100% employer match about $85,383 at 4% or $56,922 at 6%.
Freddie B Balguma MD Self Emp Plan-3$165,670--
200123$0$0-
Freddie B Balguma MD Self Emp Plan-3---
Freddie B Balguma MD M-P Pl-3---
200023$571,810$29,990$9,997iApproximate average salary by contribution assumption: employee only about $249,917 at 4% or $166,611 at 6%; with 50% employer match about $166,611 at 4% or $111,074 at 6%; with 100% employer match about $124,958 at 4% or $83,306 at 6%.
Freddie B Balguma MD M-P Pl-3$286,085$29,990$9,997iApproximate average salary by contribution assumption: employee only about $249,917 at 4% or $166,611 at 6%; with 50% employer match about $166,611 at 4% or $111,074 at 6%; with 100% employer match about $124,958 at 4% or $83,306 at 6%.
Freddie B Balguma MD Self Emp Plan-3$285,725--
199923$940,913$24,026$8,009iApproximate average salary by contribution assumption: employee only about $200,217 at 4% or $133,478 at 6%; with 50% employer match about $133,478 at 4% or $88,985 at 6%; with 100% employer match about $100,108 at 4% or $66,739 at 6%.
Freddie B Balguma MD Self Emp Plan-3$491,205--
Freddie B Balguma MD M-P Pl-3$449,708$24,026$8,009iApproximate average salary by contribution assumption: employee only about $200,217 at 4% or $133,478 at 6%; with 50% employer match about $133,478 at 4% or $88,985 at 6%; with 100% employer match about $100,108 at 4% or $66,739 at 6%.