Joseph H. Sugerman, M.D. Inc.
Plan context: Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc.
EIN 95-3404570 • Beverly Hills, CA • 15 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
8
2013 Assets
$5,517,206
2013 Contributions
$355,000
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $355,000 | - |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 0 | $0 | $355,000 | - |
| 2012 | 1 | 8 | $5,517,206 | $325,000 | $40,625iApproximate average salary by contribution assumption: employee only about $1,015,625 at 4% or $677,083 at 6%; with 50% employer match about $677,083 at 4% or $451,389 at 6%; with 100% employer match about $507,813 at 4% or $338,542 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 8 | $5,517,206 | $325,000 | $40,625iApproximate average salary by contribution assumption: employee only about $1,015,625 at 4% or $677,083 at 6%; with 50% employer match about $677,083 at 4% or $451,389 at 6%; with 100% employer match about $507,813 at 4% or $338,542 at 6%. |
| 2011 | 1 | 7 | $4,868,861 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $4,868,861 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2010 | 1 | 7 | $4,668,263 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $4,668,263 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2009 | 1 | 7 | $3,831,813 | $289,360 | $41,337iApproximate average salary by contribution assumption: employee only about $1,033,429 at 4% or $688,952 at 6%; with 50% employer match about $688,952 at 4% or $459,302 at 6%; with 100% employer match about $516,714 at 4% or $344,476 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $3,831,813 | $289,360 | $41,337iApproximate average salary by contribution assumption: employee only about $1,033,429 at 4% or $688,952 at 6%; with 50% employer match about $688,952 at 4% or $459,302 at 6%; with 100% employer match about $516,714 at 4% or $344,476 at 6%. |
| 2008 | 1 | 5 | $3,031,141 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 5 | $3,031,141 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 5 | - | - | - |
| 2006 | 1 | 5 | $3,493,170 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 5 | $3,493,170 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2005 | 1 | 7 | $2,778,929 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $2,778,929 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2004 | 1 | 7 | $2,505,427 | $125,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $2,505,427 | $125,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| 2003 | 1 | 7 | $2,147,768 | $1,308,055 | $186,865iApproximate average salary by contribution assumption: employee only about $4,671,625 at 4% or $3,114,417 at 6%; with 50% employer match about $3,114,417 at 4% or $2,076,278 at 6%; with 100% employer match about $2,335,813 at 4% or $1,557,208 at 6%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $2,147,768 | $1,308,055 | $186,865iApproximate average salary by contribution assumption: employee only about $4,671,625 at 4% or $3,114,417 at 6%; with 50% employer match about $3,114,417 at 4% or $2,076,278 at 6%; with 100% employer match about $2,335,813 at 4% or $1,557,208 at 6%. |
| 2002 | 1 | 14 | $646,683 | $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%. |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 14 | $646,683 | $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%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 9 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 10 | - | - | - |
| 1999 | 1 | 7 | $305,134 | $0 | - |
| Defined Benefit Pension Plan and Trust of Joseph H. Sugerman, M.D. Inc. | - | 7 | $305,134 | - | - |