Civic Intelligence

Joel a. Berman, M.D. Inc.

Plan context: Joel a. Berman, M.D. Inc. Profit Sharing Plan

EIN 95-3153134 • Fountain Valley, CA • 13 filings • 1 plans

11100 Warner Avenue, Suite 108Fountain Valley, CA 92708
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$63,609

2011 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$444,288$222,144$0199920062011YearValue
$63,609Latest year 2011

Participants Over Time

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

210199920052011YearValue
1Latest year 2011

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
201111$63,609$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-1$63,609$0-
201012$61,236$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$61,236$0-
200912$57,329$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$57,329$0-
200812$77,559$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$77,559--
200712$0$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2---
200612$137,510$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$137,510$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$110,392$25,000$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%.
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$110,392$25,000$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%.
200412$153,553$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$153,553$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200312$120,619$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$120,619--
200212$103,147$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$103,147--
200112$0$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2---
200012$0$0-
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2---
199912$444,288$30,403$15,202iApproximate average salary by contribution assumption: employee only about $380,038 at 4% or $253,358 at 6%; with 50% employer match about $253,358 at 4% or $168,906 at 6%; with 100% employer match about $190,019 at 4% or $126,679 at 6%.
Joel a. Berman, M.D. Inc. Profit Sharing Plan-2$444,288$30,403$15,202iApproximate average salary by contribution assumption: employee only about $380,038 at 4% or $253,358 at 6%; with 50% employer match about $253,358 at 4% or $168,906 at 6%; with 100% employer match about $190,019 at 4% or $126,679 at 6%.