Civic Intelligence

Daniel T. Tam, M.D. Inc.

Plan context: Daniel T. Tam, M.D. Inc. Profit Sharing Plan

EIN 95-3311420 • San Clemente, CA • 16 filings • 1 plans

665 Camino DE Los Mares, Suite 305San Clemente, CA 92673
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$220,732

2017 Contributions

$16,000

Historical Graphs

Total Assets Over Time

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

$261,237$130,619$0199920122017YearValue
$220,732Latest year 2017

Participants Over Time

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

530199920102017YearValue
2Latest year 2017

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
201712$220,732$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-2$220,732--
201612$237,656$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-2$237,656--
201512$245,925$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-2$245,925--
201412$248,762$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-2$248,762--
201313$261,237$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3$261,237--
201214$254,273$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-4$254,273$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201114$235,955$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-4$235,955$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201014$209,681$23,000$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-4$209,681$23,000$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
200915$183,631$28,000$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-5$183,631$28,000$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
200813$150,001$28,100$9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,056 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3$150,001$28,100$9,367iApproximate average salary by contribution assumption: employee only about $234,167 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,056 at 6%.
200713$0$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3---
200614$112,327$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-4$112,327$16,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200213$0$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3---
200110$0$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-0---
200013$0$0-
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3---
199913$50,123$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Daniel T. Tam, M.D. Inc. Profit Sharing Plan-3$50,123$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.