Barry Morguelan, M.D. PC
Plan context: Barry Morguelan, M.D. PC Pension Plan
EIN 95-3450090 • Monterey Park, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$2,110,037
2020 Contributions
$330,000
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 3 | $2,110,037 | $330,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 3 | $1,215,568 | - | - |
| BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | - | 1 | $894,469 | $330,000 | $330,000iApproximate average salary by contribution assumption: employee only about $8,250,000 at 4% or $5,500,000 at 6%; with 50% employer match about $5,500,000 at 4% or $3,666,667 at 6%; with 100% employer match about $4,125,000 at 4% or $2,750,000 at 6%. |
| 2019 | 2 | 5 | $1,773,743 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | $1,164,050 | - | - |
| BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | - | 5 | $609,693 | $0 | - |
| 2018 | 2 | 5 | $1,655,715 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 5 | $1,084,199 | - | - |
| BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | - | 5 | $571,516 | $0 | - |
| 2017 | 2 | 5 | $1,894,337 | $369,487 | $73,897iApproximate average salary by contribution assumption: employee only about $1,847,435 at 4% or $1,231,623 at 6%; with 50% employer match about $1,231,623 at 4% or $821,082 at 6%; with 100% employer match about $923,717 at 4% or $615,812 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | $1,225,688 | $19,487 | $4,872iApproximate average salary by contribution assumption: employee only about $121,794 at 4% or $81,196 at 6%; with 50% employer match about $81,196 at 4% or $54,131 at 6%; with 100% employer match about $60,897 at 4% or $40,598 at 6%. |
| BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | - | 5 | $668,649 | $350,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| 2016 | 2 | 5 | $1,471,177 | $364,353 | $72,871iApproximate average salary by contribution assumption: employee only about $1,821,765 at 4% or $1,214,510 at 6%; with 50% employer match about $1,214,510 at 4% or $809,673 at 6%; with 100% employer match about $910,883 at 4% or $607,255 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | $1,131,177 | $24,353 | $6,088iApproximate average salary by contribution assumption: employee only about $152,206 at 4% or $101,471 at 6%; with 50% employer match about $101,471 at 4% or $67,647 at 6%; with 100% employer match about $76,103 at 4% or $50,735 at 6%. |
| BARRY MORGUELAN, M.D., PC DEFINED BENEFIT PENSION PLAN | - | 5 | $340,000 | $340,000 | $68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%. |
| 2015 | 1 | 7 | $1,133,137 | $62,680 | $8,954iApproximate average salary by contribution assumption: employee only about $223,857 at 4% or $149,238 at 6%; with 50% employer match about $149,238 at 4% or $99,492 at 6%; with 100% employer match about $111,929 at 4% or $74,619 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 7 | $1,133,137 | $62,680 | $8,954iApproximate average salary by contribution assumption: employee only about $223,857 at 4% or $149,238 at 6%; with 50% employer match about $149,238 at 4% or $99,492 at 6%; with 100% employer match about $111,929 at 4% or $74,619 at 6%. |
| 2014 | 1 | 6 | $1,308,381 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 6 | $1,308,381 | - | - |
| 2013 | 1 | 5 | $1,230,022 | $59,351 | $11,870iApproximate average salary by contribution assumption: employee only about $296,755 at 4% or $197,837 at 6%; with 50% employer match about $197,837 at 4% or $131,891 at 6%; with 100% employer match about $148,378 at 4% or $98,918 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 5 | $1,230,022 | $59,351 | $11,870iApproximate average salary by contribution assumption: employee only about $296,755 at 4% or $197,837 at 6%; with 50% employer match about $197,837 at 4% or $131,891 at 6%; with 100% employer match about $148,378 at 4% or $98,918 at 6%. |
| 2012 | 1 | 7 | $935,561 | $56,935 | $8,134iApproximate average salary by contribution assumption: employee only about $203,339 at 4% or $135,560 at 6%; with 50% employer match about $135,560 at 4% or $90,373 at 6%; with 100% employer match about $101,670 at 4% or $67,780 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 7 | $935,561 | $56,935 | $8,134iApproximate average salary by contribution assumption: employee only about $203,339 at 4% or $135,560 at 6%; with 50% employer match about $135,560 at 4% or $90,373 at 6%; with 100% employer match about $101,670 at 4% or $67,780 at 6%. |
| 2011 | 1 | 8 | $841,967 | $56,787 | $7,098iApproximate average salary by contribution assumption: employee only about $177,459 at 4% or $118,306 at 6%; with 50% employer match about $118,306 at 4% or $78,871 at 6%; with 100% employer match about $88,730 at 4% or $59,153 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 8 | $841,967 | $56,787 | $7,098iApproximate average salary by contribution assumption: employee only about $177,459 at 4% or $118,306 at 6%; with 50% employer match about $118,306 at 4% or $78,871 at 6%; with 100% employer match about $88,730 at 4% or $59,153 at 6%. |
| 2010 | 1 | 11 | $871,798 | $56,428 | $5,130iApproximate average salary by contribution assumption: employee only about $128,245 at 4% or $85,497 at 6%; with 50% employer match about $85,497 at 4% or $56,998 at 6%; with 100% employer match about $64,123 at 4% or $42,748 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 11 | $871,798 | $56,428 | $5,130iApproximate average salary by contribution assumption: employee only about $128,245 at 4% or $85,497 at 6%; with 50% employer match about $85,497 at 4% or $56,998 at 6%; with 100% employer match about $64,123 at 4% or $42,748 at 6%. |
| 2009 | 1 | 10 | $780,377 | $56,657 | $5,666iApproximate average salary by contribution assumption: employee only about $141,643 at 4% or $94,428 at 6%; with 50% employer match about $94,428 at 4% or $62,952 at 6%; with 100% employer match about $70,821 at 4% or $47,214 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 10 | $780,377 | $56,657 | $5,666iApproximate average salary by contribution assumption: employee only about $141,643 at 4% or $94,428 at 6%; with 50% employer match about $94,428 at 4% or $62,952 at 6%; with 100% employer match about $70,821 at 4% or $47,214 at 6%. |
| 2008 | 1 | 6 | $602,247 | $52,590 | $8,765iApproximate average salary by contribution assumption: employee only about $219,125 at 4% or $146,083 at 6%; with 50% employer match about $146,083 at 4% or $97,389 at 6%; with 100% employer match about $109,563 at 4% or $73,042 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 6 | $602,247 | $52,590 | $8,765iApproximate average salary by contribution assumption: employee only about $219,125 at 4% or $146,083 at 6%; with 50% employer match about $146,083 at 4% or $97,389 at 6%; with 100% employer match about $109,563 at 4% or $73,042 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $712,808 | $45,175 | $6,454iApproximate average salary by contribution assumption: employee only about $161,339 at 4% or $107,560 at 6%; with 50% employer match about $107,560 at 4% or $71,706 at 6%; with 100% employer match about $80,670 at 4% or $53,780 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 7 | $712,808 | $45,175 | $6,454iApproximate average salary by contribution assumption: employee only about $161,339 at 4% or $107,560 at 6%; with 50% employer match about $107,560 at 4% or $71,706 at 6%; with 100% employer match about $80,670 at 4% or $53,780 at 6%. |
| 2005 | 1 | 7 | $602,286 | $47,396 | $6,771iApproximate average salary by contribution assumption: employee only about $169,271 at 4% or $112,848 at 6%; with 50% employer match about $112,848 at 4% or $75,232 at 6%; with 100% employer match about $84,636 at 4% or $56,424 at 6%. |
| Barry Morguelan, M.D. PC Pension Plan | - | 7 | $602,286 | $47,396 | $6,771iApproximate average salary by contribution assumption: employee only about $169,271 at 4% or $112,848 at 6%; with 50% employer match about $112,848 at 4% or $75,232 at 6%; with 100% employer match about $84,636 at 4% or $56,424 at 6%. |
| 2004 | 1 | 4 | $520,638 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | $520,638 | - | - |
| 2003 | 1 | 5 | $451,079 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 5 | $451,079 | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 6 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Barry Morguelan, M.D. PC Pension Plan | - | 4 | - | - | - |