Civic Intelligence

David Shek M.D. Inc.

Plan context: David Shek M.D. Inc. 401(K) Profit Sharing Plan

EIN 95-3199215 • Anaheim, CA • 8 filings • 3 plans

1401 South Anaheim Blvd.Anaheim, CA 92805
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$8,861,713

2024 Contributions

$123,547

Historical Graphs

Total Assets Over Time

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

$9,331,926$4,665,963$0199920222024YearValue
$8,861,713Latest year 2024

Participants Over Time

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

740199920212024YearValue
7Latest 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
202417$8,861,713$123,547$17,650iApproximate average salary by contribution assumption: employee only about $441,239 at 4% or $294,160 at 6%; with 50% employer match about $294,160 at 4% or $196,106 at 6%; with 100% employer match about $220,620 at 4% or $147,080 at 6%.
David Shek M.D. Inc. 401(K) Profit Sharing Plan-7$8,861,713$123,547$17,650iApproximate average salary by contribution assumption: employee only about $441,239 at 4% or $294,160 at 6%; with 50% employer match about $294,160 at 4% or $196,106 at 6%; with 100% employer match about $220,620 at 4% or $147,080 at 6%.
202315$6,402,258$126,200$25,240iApproximate average salary by contribution assumption: employee only about $631,000 at 4% or $420,667 at 6%; with 50% employer match about $420,667 at 4% or $280,444 at 6%; with 100% employer match about $315,500 at 4% or $210,333 at 6%.
David Shek M.D. Inc. 401(K) Profit Sharing Plan-5$6,402,258$126,200$25,240iApproximate average salary by contribution assumption: employee only about $631,000 at 4% or $420,667 at 6%; with 50% employer match about $420,667 at 4% or $280,444 at 6%; with 100% employer match about $315,500 at 4% or $210,333 at 6%.
202217$3,880,721$138,200$19,743iApproximate average salary by contribution assumption: employee only about $493,571 at 4% or $329,048 at 6%; with 50% employer match about $329,048 at 4% or $219,365 at 6%; with 100% employer match about $246,786 at 4% or $164,524 at 6%.
David Shek M.D. Inc. 401(K) Profit Sharing Plan-7$3,880,721$138,200$19,743iApproximate average salary by contribution assumption: employee only about $493,571 at 4% or $329,048 at 6%; with 50% employer match about $329,048 at 4% or $219,365 at 6%; with 100% employer match about $246,786 at 4% or $164,524 at 6%.
202117$9,331,926$66,498$9,500iApproximate average salary by contribution assumption: employee only about $237,493 at 4% or $158,329 at 6%; with 50% employer match about $158,329 at 4% or $105,552 at 6%; with 100% employer match about $118,746 at 4% or $79,164 at 6%.
David Shek M.D. Inc. 401(K) Profit Sharing Plan-7$9,331,926$66,498$9,500iApproximate average salary by contribution assumption: employee only about $237,493 at 4% or $158,329 at 6%; with 50% employer match about $158,329 at 4% or $105,552 at 6%; with 100% employer match about $118,746 at 4% or $79,164 at 6%.
200210$0$0-
David Y.C. Shek, M.D. Inc. Money Purchase Pension Plan-0---
200112$0$0-
David Y.C. Shek, M.D. Inc. Money Purchase Pension Plan-2---
200012$0$0-
David Y.C. Shek, M.D. Inc. Money Purchase Pension Plan-2---
199912$1,961,325$21,470$10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%.
David Y.C. Shek, M.D. Inc. Money Purchase Pension Plan-2$1,961,325$21,470$10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%.