David a. Steenblock, D.O. Inc.
Plan context: David a. Steenblock, D.O. Inc. Cash Balance Plan
EIN 95-3391777 • San Clemente, CA • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$455,879
2024 Contributions
$18,176
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 8 | $455,879 | $18,176 | $2,272iApproximate average salary by contribution assumption: employee only about $56,800 at 4% or $37,867 at 6%; with 50% employer match about $37,867 at 4% or $25,244 at 6%; with 100% employer match about $28,400 at 4% or $18,933 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 8 | $361,872 | $7,167 | $896iApproximate average salary by contribution assumption: employee only about $22,397 at 4% or $14,931 at 6%; with 50% employer match about $14,931 at 4% or $9,954 at 6%; with 100% employer match about $11,198 at 4% or $7,466 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 8 | $94,007 | $11,009 | $1,376iApproximate average salary by contribution assumption: employee only about $34,403 at 4% or $22,935 at 6%; with 50% employer match about $22,935 at 4% or $15,290 at 6%; with 100% employer match about $17,202 at 4% or $11,468 at 6%. |
| 2023 | 2 | 8 | $452,382 | $22,015 | $2,752iApproximate average salary by contribution assumption: employee only about $68,797 at 4% or $45,865 at 6%; with 50% employer match about $45,865 at 4% or $30,576 at 6%; with 100% employer match about $34,398 at 4% or $22,932 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 8 | $368,651 | $15,812 | $1,977iApproximate average salary by contribution assumption: employee only about $49,413 at 4% or $32,942 at 6%; with 50% employer match about $32,942 at 4% or $21,961 at 6%; with 100% employer match about $24,706 at 4% or $16,471 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 8 | $83,731 | $6,203 | $775iApproximate average salary by contribution assumption: employee only about $19,384 at 4% or $12,923 at 6%; with 50% employer match about $12,923 at 4% or $8,615 at 6%; with 100% employer match about $9,692 at 4% or $6,461 at 6%. |
| 2022 | 2 | 8 | $444,416 | $30,421 | $3,803iApproximate average salary by contribution assumption: employee only about $95,066 at 4% or $63,377 at 6%; with 50% employer match about $63,377 at 4% or $42,251 at 6%; with 100% employer match about $47,533 at 4% or $31,689 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 7 | $371,018 | $25,946 | $3,707iApproximate average salary by contribution assumption: employee only about $92,664 at 4% or $61,776 at 6%; with 50% employer match about $61,776 at 4% or $41,184 at 6%; with 100% employer match about $46,332 at 4% or $30,888 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 8 | $73,398 | $4,475 | $559iApproximate average salary by contribution assumption: employee only about $13,984 at 4% or $9,323 at 6%; with 50% employer match about $9,323 at 4% or $6,215 at 6%; with 100% employer match about $6,992 at 4% or $4,661 at 6%. |
| 2021 | 2 | 13 | $581,313 | $19,002 | $1,462iApproximate average salary by contribution assumption: employee only about $36,542 at 4% or $24,362 at 6%; with 50% employer match about $24,362 at 4% or $16,241 at 6%; with 100% employer match about $18,271 at 4% or $12,181 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 9 | $447,579 | $10,802 | $1,200iApproximate average salary by contribution assumption: employee only about $30,006 at 4% or $20,004 at 6%; with 50% employer match about $20,004 at 4% or $13,336 at 6%; with 100% employer match about $15,003 at 4% or $10,002 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 13 | $133,734 | $8,200 | $631iApproximate average salary by contribution assumption: employee only about $15,769 at 4% or $10,513 at 6%; with 50% employer match about $10,513 at 4% or $7,009 at 6%; with 100% employer match about $7,885 at 4% or $5,256 at 6%. |
| 2020 | 2 | 14 | $591,272 | $0 | - |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 12 | $467,235 | $0 | - |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 14 | $124,037 | $0 | - |
| 2019 | 2 | 14 | $609,174 | $73,348 | $5,239iApproximate average salary by contribution assumption: employee only about $130,979 at 4% or $87,319 at 6%; with 50% employer match about $87,319 at 4% or $58,213 at 6%; with 100% employer match about $65,489 at 4% or $43,660 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 13 | $486,146 | $56,785 | $4,368iApproximate average salary by contribution assumption: employee only about $109,202 at 4% or $72,801 at 6%; with 50% employer match about $72,801 at 4% or $48,534 at 6%; with 100% employer match about $54,601 at 4% or $36,401 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 14 | $123,028 | $16,563 | $1,183iApproximate average salary by contribution assumption: employee only about $29,577 at 4% or $19,718 at 6%; with 50% employer match about $19,718 at 4% or $13,145 at 6%; with 100% employer match about $14,788 at 4% or $9,859 at 6%. |
| 2018 | 2 | 14 | $531,959 | $100,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 12 | $433,713 | $79,938 | $6,662iApproximate average salary by contribution assumption: employee only about $166,538 at 4% or $111,025 at 6%; with 50% employer match about $111,025 at 4% or $74,017 at 6%; with 100% employer match about $83,269 at 4% or $55,513 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 14 | $98,246 | $20,062 | $1,433iApproximate average salary by contribution assumption: employee only about $35,825 at 4% or $23,883 at 6%; with 50% employer match about $23,883 at 4% or $15,922 at 6%; with 100% employer match about $17,913 at 4% or $11,942 at 6%. |
| 2017 | 2 | 12 | $473,028 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 11 | $389,875 | $82,072 | $7,461iApproximate average salary by contribution assumption: employee only about $186,527 at 4% or $124,352 at 6%; with 50% employer match about $124,352 at 4% or $82,901 at 6%; with 100% employer match about $93,264 at 4% or $62,176 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 12 | $83,153 | $17,928 | $1,494iApproximate average salary by contribution assumption: employee only about $37,350 at 4% or $24,900 at 6%; with 50% employer match about $24,900 at 4% or $16,600 at 6%; with 100% employer match about $18,675 at 4% or $12,450 at 6%. |
| 2016 | 2 | 12 | $392,190 | $76,444 | $6,370iApproximate average salary by contribution assumption: employee only about $159,258 at 4% or $106,172 at 6%; with 50% employer match about $106,172 at 4% or $70,781 at 6%; with 100% employer match about $79,629 at 4% or $53,086 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 10 | $320,547 | $53,090 | $5,309iApproximate average salary by contribution assumption: employee only about $132,725 at 4% or $88,483 at 6%; with 50% employer match about $88,483 at 4% or $58,989 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 12 | $71,643 | $23,354 | $1,946iApproximate average salary by contribution assumption: employee only about $48,654 at 4% or $32,436 at 6%; with 50% employer match about $32,436 at 4% or $21,624 at 6%; with 100% employer match about $24,327 at 4% or $16,218 at 6%. |
| 2015 | 2 | 11 | $308,763 | $123,556 | $11,232iApproximate average salary by contribution assumption: employee only about $280,809 at 4% or $187,206 at 6%; with 50% employer match about $187,206 at 4% or $124,804 at 6%; with 100% employer match about $140,405 at 4% or $93,603 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 10 | $260,487 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 11 | $48,276 | $23,556 | $2,141iApproximate average salary by contribution assumption: employee only about $53,536 at 4% or $35,691 at 6%; with 50% employer match about $35,691 at 4% or $23,794 at 6%; with 100% employer match about $26,768 at 4% or $17,845 at 6%. |
| 2014 | 2 | 9 | $193,140 | $193,140 | $21,460iApproximate average salary by contribution assumption: employee only about $536,500 at 4% or $357,667 at 6%; with 50% employer match about $357,667 at 4% or $238,444 at 6%; with 100% employer match about $268,250 at 4% or $178,833 at 6%. |
| David a. Steenblock, D.O. Inc. Cash Balance Plan | - | 8 | $168,421 | $168,421 | $21,053iApproximate average salary by contribution assumption: employee only about $526,316 at 4% or $350,877 at 6%; with 50% employer match about $350,877 at 4% or $233,918 at 6%; with 100% employer match about $263,158 at 4% or $175,439 at 6%. |
| DAVID A. STEENBLOCK, D.O., INC. PROFIT SHARING PLAN | - | 9 | $24,719 | $24,719 | $2,747iApproximate average salary by contribution assumption: employee only about $68,664 at 4% or $45,776 at 6%; with 50% employer match about $45,776 at 4% or $30,517 at 6%; with 100% employer match about $34,332 at 4% or $22,888 at 6%. |