Stephen R. Shea, M.D. Inc.
Plan context: Stephen R. Shea, M.D. Inc. Profit Sharing Plan
EIN 95-2903413 • Huntington Beach, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
11
2022 Assets
$3,553,884
2022 Contributions
$183,453
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 11 | $3,553,884 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 11 | $3,553,884 | $0 | - |
| 2021 | 1 | 11 | $3,553,884 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 11 | $3,553,884 | $0 | - |
| 2020 | 2 | 13 | $4,202,227 | $183,453 | $14,112iApproximate average salary by contribution assumption: employee only about $352,794 at 4% or $235,196 at 6%; with 50% employer match about $235,196 at 4% or $156,797 at 6%; with 100% employer match about $176,397 at 4% or $117,598 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 13 | $4,025,227 | $6,453 | $496iApproximate average salary by contribution assumption: employee only about $12,410 at 4% or $8,273 at 6%; with 50% employer match about $8,273 at 4% or $5,515 at 6%; with 100% employer match about $6,205 at 4% or $4,137 at 6%. |
| STEPHEN R. SHEA, M.D., INC. CASH BALANCE PENSION PLAN | - | 2 | $177,000 | $177,000 | $88,500iApproximate average salary by contribution assumption: employee only about $2,212,500 at 4% or $1,475,000 at 6%; with 50% employer match about $1,475,000 at 4% or $983,333 at 6%; with 100% employer match about $1,106,250 at 4% or $737,500 at 6%. |
| 2019 | 1 | 28 | $4,062,579 | $50,000 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 28 | $4,062,579 | $50,000 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| 2018 | 1 | 27 | $3,909,795 | $179,780 | $6,659iApproximate average salary by contribution assumption: employee only about $166,463 at 4% or $110,975 at 6%; with 50% employer match about $110,975 at 4% or $73,984 at 6%; with 100% employer match about $83,231 at 4% or $55,488 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 27 | $3,909,795 | $179,780 | $6,659iApproximate average salary by contribution assumption: employee only about $166,463 at 4% or $110,975 at 6%; with 50% employer match about $110,975 at 4% or $73,984 at 6%; with 100% employer match about $83,231 at 4% or $55,488 at 6%. |
| 2017 | 1 | 25 | $3,755,677 | $180,596 | $7,224iApproximate average salary by contribution assumption: employee only about $180,596 at 4% or $120,397 at 6%; with 50% employer match about $120,397 at 4% or $80,265 at 6%; with 100% employer match about $90,298 at 4% or $60,199 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 25 | $3,755,677 | $180,596 | $7,224iApproximate average salary by contribution assumption: employee only about $180,596 at 4% or $120,397 at 6%; with 50% employer match about $120,397 at 4% or $80,265 at 6%; with 100% employer match about $90,298 at 4% or $60,199 at 6%. |
| 2016 | 1 | 19 | $2,817,496 | $119,610 | $6,295iApproximate average salary by contribution assumption: employee only about $157,382 at 4% or $104,921 at 6%; with 50% employer match about $104,921 at 4% or $69,947 at 6%; with 100% employer match about $78,691 at 4% or $52,461 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 19 | $2,817,496 | $119,610 | $6,295iApproximate average salary by contribution assumption: employee only about $157,382 at 4% or $104,921 at 6%; with 50% employer match about $104,921 at 4% or $69,947 at 6%; with 100% employer match about $78,691 at 4% or $52,461 at 6%. |
| 2015 | 1 | 18 | $3,019,473 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 18 | $3,019,473 | $0 | - |
| 2014 | 1 | 18 | $2,928,623 | $138,723 | $7,707iApproximate average salary by contribution assumption: employee only about $192,671 at 4% or $128,447 at 6%; with 50% employer match about $128,447 at 4% or $85,631 at 6%; with 100% employer match about $96,335 at 4% or $64,224 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 18 | $2,928,623 | $138,723 | $7,707iApproximate average salary by contribution assumption: employee only about $192,671 at 4% or $128,447 at 6%; with 50% employer match about $128,447 at 4% or $85,631 at 6%; with 100% employer match about $96,335 at 4% or $64,224 at 6%. |
| 2013 | 1 | 18 | $2,845,815 | $143,052 | $7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,456 at 6%; with 50% employer match about $132,456 at 4% or $88,304 at 6%; with 100% employer match about $99,342 at 4% or $66,228 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 18 | $2,845,815 | $143,052 | $7,947iApproximate average salary by contribution assumption: employee only about $198,683 at 4% or $132,456 at 6%; with 50% employer match about $132,456 at 4% or $88,304 at 6%; with 100% employer match about $99,342 at 4% or $66,228 at 6%. |
| 2012 | 1 | 15 | $2,448,406 | $134,994 | $9,000iApproximate average salary by contribution assumption: employee only about $224,990 at 4% or $149,993 at 6%; with 50% employer match about $149,993 at 4% or $99,996 at 6%; with 100% employer match about $112,495 at 4% or $74,997 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 15 | $2,448,406 | $134,994 | $9,000iApproximate average salary by contribution assumption: employee only about $224,990 at 4% or $149,993 at 6%; with 50% employer match about $149,993 at 4% or $99,996 at 6%; with 100% employer match about $112,495 at 4% or $74,997 at 6%. |
| 2011 | 1 | 14 | $2,550,082 | $123,667 | $8,833iApproximate average salary by contribution assumption: employee only about $220,834 at 4% or $147,223 at 6%; with 50% employer match about $147,223 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 14 | $2,550,082 | $123,667 | $8,833iApproximate average salary by contribution assumption: employee only about $220,834 at 4% or $147,223 at 6%; with 50% employer match about $147,223 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |
| 2010 | 1 | 12 | $2,399,194 | $107,032 | $8,919iApproximate average salary by contribution assumption: employee only about $222,983 at 4% or $148,656 at 6%; with 50% employer match about $148,656 at 4% or $99,104 at 6%; with 100% employer match about $111,492 at 4% or $74,328 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 12 | $2,399,194 | $107,032 | $8,919iApproximate average salary by contribution assumption: employee only about $222,983 at 4% or $148,656 at 6%; with 50% employer match about $148,656 at 4% or $99,104 at 6%; with 100% employer match about $111,492 at 4% or $74,328 at 6%. |
| 2009 | 1 | 11 | $2,044,797 | $91,575 | $8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,063 at 4% or $69,375 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 11 | $2,044,797 | $91,575 | $8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,063 at 4% or $69,375 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 8 | $2,287,604 | $71,282 | $8,910iApproximate average salary by contribution assumption: employee only about $222,756 at 4% or $148,504 at 6%; with 50% employer match about $148,504 at 4% or $99,003 at 6%; with 100% employer match about $111,378 at 4% or $74,252 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 8 | $2,287,604 | $71,282 | $8,910iApproximate average salary by contribution assumption: employee only about $222,756 at 4% or $148,504 at 6%; with 50% employer match about $148,504 at 4% or $99,003 at 6%; with 100% employer match about $111,378 at 4% or $74,252 at 6%. |
| 2005 | 1 | 8 | $2,020,769 | $64,748 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 8 | $2,020,769 | $64,748 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| 2004 | 1 | 6 | $2,117,850 | $53,697 | $8,950iApproximate average salary by contribution assumption: employee only about $223,738 at 4% or $149,158 at 6%; with 50% employer match about $149,158 at 4% or $99,439 at 6%; with 100% employer match about $111,869 at 4% or $74,579 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 6 | $2,117,850 | $53,697 | $8,950iApproximate average salary by contribution assumption: employee only about $223,738 at 4% or $149,158 at 6%; with 50% employer match about $149,158 at 4% or $99,439 at 6%; with 100% employer match about $111,869 at 4% or $74,579 at 6%. |
| 2003 | 1 | 5 | $1,858,171 | $42,300 | $8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%. |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 5 | $1,858,171 | $42,300 | $8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 5 | - | - | - |
| STEPHEN R. SHEA, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| STEPHEN R. SHEA, M.D., INC. MONEY PURCHASE PENSION PLAN | - | 7 | - | - | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 1 | $418,738 | $0 | - |
| Stephen R. Shea, M.D. Inc. Profit Sharing Plan | - | 1 | $418,738 | - | - |