Civic Intelligence

Heldfond Medical Group Inc.

Plan context: Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan

EIN 95-2916274 • Los Angeles, CA • 15 filings • 4 plans

8631 West Third St, Suite 510-eLos Angeles, CA 90048-5938
Current Snapshot

Latest Year

2013

2013 Participants

37

2013 Assets

$5,722,319

2013 Contributions

$113,768

Historical Graphs

Total Assets Over Time

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

$5,863,920$2,931,960$0199920062012YearValue
$5,722,319Latest year 2012

Participants Over Time

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

37190199920062012YearValue
37Latest year 2012

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
201310$0$113,768-
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-0$0$113,768-
2012137$5,722,319$224,056$6,056iApproximate average salary by contribution assumption: employee only about $151,389 at 4% or $100,926 at 6%; with 50% employer match about $100,926 at 4% or $67,284 at 6%; with 100% employer match about $75,695 at 4% or $50,463 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-37$5,722,319$224,056$6,056iApproximate average salary by contribution assumption: employee only about $151,389 at 4% or $100,926 at 6%; with 50% employer match about $100,926 at 4% or $67,284 at 6%; with 100% employer match about $75,695 at 4% or $50,463 at 6%.
2011135$5,406,185$256,284$7,322iApproximate average salary by contribution assumption: employee only about $183,060 at 4% or $122,040 at 6%; with 50% employer match about $122,040 at 4% or $81,360 at 6%; with 100% employer match about $91,530 at 4% or $61,020 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-35$5,406,185$256,284$7,322iApproximate average salary by contribution assumption: employee only about $183,060 at 4% or $122,040 at 6%; with 50% employer match about $122,040 at 4% or $81,360 at 6%; with 100% employer match about $91,530 at 4% or $61,020 at 6%.
2010136$5,314,557$286,983$7,972iApproximate average salary by contribution assumption: employee only about $199,294 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,575 at 6%; with 100% employer match about $99,647 at 4% or $66,431 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-36$5,314,557$286,983$7,972iApproximate average salary by contribution assumption: employee only about $199,294 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,575 at 6%; with 100% employer match about $99,647 at 4% or $66,431 at 6%.
2009134$4,813,802$236,540$6,957iApproximate average salary by contribution assumption: employee only about $173,926 at 4% or $115,951 at 6%; with 50% employer match about $115,951 at 4% or $77,301 at 6%; with 100% employer match about $86,963 at 4% or $57,975 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-34$4,813,802$236,540$6,957iApproximate average salary by contribution assumption: employee only about $173,926 at 4% or $115,951 at 6%; with 50% employer match about $115,951 at 4% or $77,301 at 6%; with 100% employer match about $86,963 at 4% or $57,975 at 6%.
2008128$4,669,303$194,520$6,947iApproximate average salary by contribution assumption: employee only about $173,679 at 4% or $115,786 at 6%; with 50% employer match about $115,786 at 4% or $77,190 at 6%; with 100% employer match about $86,839 at 4% or $57,893 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-28$4,669,303$194,520$6,947iApproximate average salary by contribution assumption: employee only about $173,679 at 4% or $115,786 at 6%; with 50% employer match about $115,786 at 4% or $77,190 at 6%; with 100% employer match about $86,839 at 4% or $57,893 at 6%.
2007130$0$0-
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-30---
2006123$5,863,920$223,429$9,714iApproximate average salary by contribution assumption: employee only about $242,858 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,953 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-23$5,863,920$223,429$9,714iApproximate average salary by contribution assumption: employee only about $242,858 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,953 at 6%.
2005123$5,085,267$199,624$8,679iApproximate average salary by contribution assumption: employee only about $216,983 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,328 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-23$5,085,267$199,624$8,679iApproximate average salary by contribution assumption: employee only about $216,983 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,328 at 6%.
2004124$4,829,431$203,788$8,491iApproximate average salary by contribution assumption: employee only about $212,279 at 4% or $141,519 at 6%; with 50% employer match about $141,519 at 4% or $94,346 at 6%; with 100% employer match about $106,140 at 4% or $70,760 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-24$4,829,431$203,788$8,491iApproximate average salary by contribution assumption: employee only about $212,279 at 4% or $141,519 at 6%; with 50% employer match about $141,519 at 4% or $94,346 at 6%; with 100% employer match about $106,140 at 4% or $70,760 at 6%.
2003125$4,252,294$192,487$7,699iApproximate average salary by contribution assumption: employee only about $192,487 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-25$4,252,294$192,487$7,699iApproximate average salary by contribution assumption: employee only about $192,487 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
2002130$3,534,049$184,335$6,145iApproximate average salary by contribution assumption: employee only about $153,613 at 4% or $102,408 at 6%; with 50% employer match about $102,408 at 4% or $68,272 at 6%; with 100% employer match about $76,806 at 4% or $51,204 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-30$3,534,049$184,335$6,145iApproximate average salary by contribution assumption: employee only about $153,613 at 4% or $102,408 at 6%; with 50% employer match about $102,408 at 4% or $68,272 at 6%; with 100% employer match about $76,806 at 4% or $51,204 at 6%.
2001128$0$0-
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-28---
2000125$0$0-
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-25---
1999124$4,195,626$46,635$1,943iApproximate average salary by contribution assumption: employee only about $48,578 at 4% or $32,385 at 6%; with 50% employer match about $32,385 at 4% or $21,590 at 6%; with 100% employer match about $24,289 at 4% or $16,193 at 6%.
Heldfond, Brooks, Margolin, Allen, Serden, & Dickerson, Med Corp Profit Sharing Plan-24$4,195,626$46,635$1,943iApproximate average salary by contribution assumption: employee only about $48,578 at 4% or $32,385 at 6%; with 50% employer match about $32,385 at 4% or $21,590 at 6%; with 100% employer match about $24,289 at 4% or $16,193 at 6%.