Civic Intelligence

David Owens, M.D. Inc.

Plan context: David Owens, M.D. Inc. Profit Sharing Plan

EIN 95-3347237 • Lakeside, CA • 13 filings • 2 plans

13725 Choisser LaneLakeside, CA 92040
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$1,275,015

2009 Contributions

$43,822

Historical Graphs

Total Assets Over Time

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

$2,259,741$1,129,871$0199920042009YearValue
$1,275,015Latest year 2009

Participants Over Time

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

210199920042009YearValue
1Latest year 2009

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
200911$1,275,015$0-
David Owens, M.D. Inc. Profit Sharing Plan-1$1,275,015--
200812$1,672,728$0-
David Owens, M.D. Inc. Profit Sharing Plan-2$1,672,728--
200712$2,215,275$0-
David Owens, M.D. Inc. Profit Sharing Plan-2$2,215,275--
200612$2,259,741$0-
David Owens, M.D. Inc. Profit Sharing Plan-2$2,259,741--
200512$2,161,017$43,822$21,911iApproximate average salary by contribution assumption: employee only about $547,775 at 4% or $365,183 at 6%; with 50% employer match about $365,183 at 4% or $243,456 at 6%; with 100% employer match about $273,888 at 4% or $182,592 at 6%.
David Owens, M.D. Inc. Profit Sharing Plan-2$2,161,017$43,822$21,911iApproximate average salary by contribution assumption: employee only about $547,775 at 4% or $365,183 at 6%; with 50% employer match about $365,183 at 4% or $243,456 at 6%; with 100% employer match about $273,888 at 4% or $182,592 at 6%.
200412$2,034,796$37,907$18,954iApproximate average salary by contribution assumption: employee only about $473,838 at 4% or $315,892 at 6%; with 50% employer match about $315,892 at 4% or $210,594 at 6%; with 100% employer match about $236,919 at 4% or $157,946 at 6%.
David Owens, M.D. Inc. Profit Sharing Plan-2$2,034,796$37,907$18,954iApproximate average salary by contribution assumption: employee only about $473,838 at 4% or $315,892 at 6%; with 50% employer match about $315,892 at 4% or $210,594 at 6%; with 100% employer match about $236,919 at 4% or $157,946 at 6%.
200312$1,808,593$36,522$18,261iApproximate average salary by contribution assumption: employee only about $456,525 at 4% or $304,350 at 6%; with 50% employer match about $304,350 at 4% or $202,900 at 6%; with 100% employer match about $228,263 at 4% or $152,175 at 6%.
David Owens, M.D. Inc. Profit Sharing Plan-2$1,808,593$36,522$18,261iApproximate average salary by contribution assumption: employee only about $456,525 at 4% or $304,350 at 6%; with 50% employer match about $304,350 at 4% or $202,900 at 6%; with 100% employer match about $228,263 at 4% or $152,175 at 6%.
200222$1,438,044$41,162$20,581iApproximate average salary by contribution assumption: employee only about $514,525 at 4% or $343,017 at 6%; with 50% employer match about $343,017 at 4% or $228,678 at 6%; with 100% employer match about $257,263 at 4% or $171,508 at 6%.
David Owens, M.D. Inc. Profit Sharing Plan-2$1,438,044$41,162$20,581iApproximate average salary by contribution assumption: employee only about $514,525 at 4% or $343,017 at 6%; with 50% employer match about $343,017 at 4% or $228,678 at 6%; with 100% employer match about $257,263 at 4% or $171,508 at 6%.
David Owens, M.D. Inc. Defined Benefit Pension Plan-0---
200122$1,299,917$1,260,028$630,014iApproximate average salary by contribution assumption: employee only about $15,750,350 at 4% or $10,500,233 at 6%; with 50% employer match about $10,500,233 at 4% or $7,000,156 at 6%; with 100% employer match about $7,875,175 at 4% or $5,250,117 at 6%.
David Owens, M.D. Inc. Profit Sharing Plan-2$1,233,070$1,260,028$630,014iApproximate average salary by contribution assumption: employee only about $15,750,350 at 4% or $10,500,233 at 6%; with 50% employer match about $10,500,233 at 4% or $7,000,156 at 6%; with 100% employer match about $7,875,175 at 4% or $5,250,117 at 6%.
David Owens, M.D. Inc. Defined Benefit Pension Plan-2$66,847--
200012$1,212,434$0-
David Owens, M.D. Inc. Defined Benefit Pension Plan-2$1,212,434--
199912$1,147,165$60,975$30,488iApproximate average salary by contribution assumption: employee only about $762,188 at 4% or $508,125 at 6%; with 50% employer match about $508,125 at 4% or $338,750 at 6%; with 100% employer match about $381,094 at 4% or $254,063 at 6%.
David Owens, M.D. Inc. Defined Benefit Pension Plan-2$1,147,165$60,975$30,488iApproximate average salary by contribution assumption: employee only about $762,188 at 4% or $508,125 at 6%; with 50% employer match about $508,125 at 4% or $338,750 at 6%; with 100% employer match about $381,094 at 4% or $254,063 at 6%.