Civic Intelligence

Michael B. Lappin, M.D. Inc.

Plan context: Michael B. Lappin, M.D. Inc. Profit-Sharing Plan

EIN 95-3391447 • Santa Ana, CA • 28 filings • 2 plans

801 N. Tustin Avenue, Suite 700Santa Ana, CA 92705
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$2,102,754

2020 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$3,169,041$1,584,521$0200320122020YearValue
$2,102,754Latest year 2020

Participants Over Time

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

530200020102020YearValue
2Latest 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
202012$2,102,754$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-2$2,102,754$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
201914$2,053,475$28,500$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4$2,053,475$28,500$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
201814$2,085,246$12,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4$2,085,246$12,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201714$2,188,036$32,500$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4$2,188,036$32,500$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
201615$2,229,672$41,500$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,229,672$41,500$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
201515$2,270,686$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,270,686$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201415$2,294,135$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,294,135$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201315$2,322,346$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,322,346$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201215$2,304,331$55,140$11,028iApproximate average salary by contribution assumption: employee only about $275,700 at 4% or $183,800 at 6%; with 50% employer match about $183,800 at 4% or $122,533 at 6%; with 100% employer match about $137,850 at 4% or $91,900 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,304,331$55,140$11,028iApproximate average salary by contribution assumption: employee only about $275,700 at 4% or $183,800 at 6%; with 50% employer match about $183,800 at 4% or $122,533 at 6%; with 100% employer match about $137,850 at 4% or $91,900 at 6%.
201115$2,302,785$53,900$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,302,785$53,900$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
201025$2,242,074$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,242,074$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-0$0$0-
200925$3,169,041$194,000$38,800iApproximate average salary by contribution assumption: employee only about $970,000 at 4% or $646,667 at 6%; with 50% employer match about $646,667 at 4% or $431,111 at 6%; with 100% employer match about $485,000 at 4% or $323,333 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,172,816$19,918$3,984iApproximate average salary by contribution assumption: employee only about $99,590 at 4% or $66,393 at 6%; with 50% employer match about $66,393 at 4% or $44,262 at 6%; with 100% employer match about $49,795 at 4% or $33,197 at 6%.
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-4$996,225$174,082$43,521iApproximate average salary by contribution assumption: employee only about $1,088,013 at 4% or $725,342 at 6%; with 50% employer match about $725,342 at 4% or $483,561 at 6%; with 100% employer match about $544,006 at 4% or $362,671 at 6%.
200825$2,935,048$187,000$37,400iApproximate average salary by contribution assumption: employee only about $935,000 at 4% or $623,333 at 6%; with 50% employer match about $623,333 at 4% or $415,556 at 6%; with 100% employer match about $467,500 at 4% or $311,667 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$2,120,971--
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-4$814,077$187,000$46,750iApproximate average salary by contribution assumption: employee only about $1,168,750 at 4% or $779,167 at 6%; with 50% employer match about $779,167 at 4% or $519,444 at 6%; with 100% employer match about $584,375 at 4% or $389,583 at 6%.
200725$0$0-
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5---
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-4---
200625$2,405,655$190,039$38,008iApproximate average salary by contribution assumption: employee only about $950,195 at 4% or $633,463 at 6%; with 50% employer match about $633,463 at 4% or $422,309 at 6%; with 100% employer match about $475,098 at 4% or $316,732 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$1,985,783--
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-4$419,872$190,039$47,510iApproximate average salary by contribution assumption: employee only about $1,187,744 at 4% or $791,829 at 6%; with 50% employer match about $791,829 at 4% or $527,886 at 6%; with 100% employer match about $593,872 at 4% or $395,915 at 6%.
200525$2,156,827$125,078$25,016iApproximate average salary by contribution assumption: employee only about $625,390 at 4% or $416,927 at 6%; with 50% employer match about $416,927 at 4% or $277,951 at 6%; with 100% employer match about $312,695 at 4% or $208,463 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5$1,933,421--
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-4$223,406$125,078$31,270iApproximate average salary by contribution assumption: employee only about $781,738 at 4% or $521,158 at 6%; with 50% employer match about $521,158 at 4% or $347,439 at 6%; with 100% employer match about $390,869 at 4% or $260,579 at 6%.
200425$2,027,619$100,794$20,159iApproximate average salary by contribution assumption: employee only about $503,970 at 4% or $335,980 at 6%; with 50% employer match about $335,980 at 4% or $223,987 at 6%; with 100% employer match about $251,985 at 4% or $167,990 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4$1,926,825--
MICHAEL B. LAPPIN, M.D., INC. RETIREMENT PLAN-5$100,794$100,794$20,159iApproximate average salary by contribution assumption: employee only about $503,970 at 4% or $335,980 at 6%; with 50% employer match about $335,980 at 4% or $223,987 at 6%; with 100% employer match about $251,985 at 4% or $167,990 at 6%.
200314$1,968,525$20,996$5,249iApproximate average salary by contribution assumption: employee only about $131,225 at 4% or $87,483 at 6%; with 50% employer match about $87,483 at 4% or $58,322 at 6%; with 100% employer match about $65,613 at 4% or $43,742 at 6%.
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4$1,968,525$20,996$5,249iApproximate average salary by contribution assumption: employee only about $131,225 at 4% or $87,483 at 6%; with 50% employer match about $87,483 at 4% or $58,322 at 6%; with 100% employer match about $65,613 at 4% or $43,742 at 6%.
200214$0$0-
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-4---
200115$0$0-
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5---
200015$0$0-
Michael B. Lappin, M.D. Inc. Profit-Sharing Plan-5---