Civic Intelligence

James V. Oconnell, M.D. Inc.

Plan context: James V. Oconnell, M.D. Inc. Profit Sharing Plan

EIN 95-3249345 • Indio, CA • 22 filings • 3 plans

81438 Corte PipillaIndio, CA 92203
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$748,611

2020 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$782,194$391,097$0199920132020YearValue
$748,611Latest year 2020

Participants Over Time

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

320199920102020YearValue
1Latest year 2020

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
202011$748,611$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-1$748,611$0-
201912$614,899$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$614,899$0-
201812$618,344$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$618,344$0-
201712$665,743$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$665,743$0-
201612$680,618$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$680,618$0-
201512$615,859$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$615,859$0-
201412$649,174$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$649,174$0-
201312$782,194$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$782,194$0-
201212$683,759$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$683,759$0-
201112$619,869$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$619,869$0-
201012$619,613$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$619,613$0-
200912$531,453$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2$531,453$0-
200812$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-2---
200713$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3---
200613$612,899$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3$612,899--
200513$537,567$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3$537,567--
200413$499,132$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3$499,132$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200313$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3---
200213$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3---
200113$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3---
200013$0$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3---
199913$538,210$0-
James V. Oconnell, M.D. Inc. Profit Sharing Plan-3$538,210--