Civic Intelligence

Robert S. Greenfield, M.D. Inc.

Plan context: California Heart Associates, a Medical Group Amended Money Purchase Pension Plan

EIN 95-3445865 • Newport Coast, CA • 12 filings • 4 plans

7 PavonaNewport Coast, CA 92657
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,613,226

2021 Contributions

$48,000

Historical Graphs

Total Assets Over Time

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

$2,615,360$1,307,680$0199920162020YearValue
$2,613,226Latest year 2020

Participants Over Time

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

210199920152020YearValue
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
202110$0$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-0$0--
202012$2,613,226$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,613,226--
201912$2,615,360$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,615,360--
201812$2,280,992$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,280,992--
201712$2,506,750$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,506,750--
201612$2,399,333$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,399,333--
201512$2,252,717$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$2,252,717--
200912$1,738,016$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$1,738,016$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200212$1,346,489$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$1,346,489--
200112$0$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2---
200012$1,456,758$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$1,456,758$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
199912$1,591,142$0-
California Heart Associates, a Medical Group Amended Money Purchase Pension Plan-2$1,591,142--