Civic Intelligence

Brad a. Wolfson, M.D.

Plan context: Brad a. Wolfson, M.D. Money Purchase Pension Plan

EIN 95-3554842 • Palm Springs, CA • 26 filings • 3 plans

555 E. Tachevah DriveBldg 2, West 101Palm Springs, CA 92262
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,571,480

2024 Contributions

$105,661

Historical Graphs

Total Assets Over Time

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

$3,571,480$1,785,740$0199920122023YearValue
$3,571,480Latest year 2023

Participants Over Time

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

950199920112023YearValue
9Latest year 2023

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
202410$0$0-
Brad a. Wolfson, M.D. Money Purchase Pension Plan-0$0$0-
202319$3,571,480$105,661$11,740iApproximate average salary by contribution assumption: employee only about $293,503 at 4% or $195,669 at 6%; with 50% employer match about $195,669 at 4% or $130,446 at 6%; with 100% employer match about $146,751 at 4% or $97,834 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-9$3,571,480$105,661$11,740iApproximate average salary by contribution assumption: employee only about $293,503 at 4% or $195,669 at 6%; with 50% employer match about $195,669 at 4% or $130,446 at 6%; with 100% employer match about $146,751 at 4% or $97,834 at 6%.
202218$2,989,509$94,953$11,869iApproximate average salary by contribution assumption: employee only about $296,728 at 4% or $197,819 at 6%; with 50% employer match about $197,819 at 4% or $131,879 at 6%; with 100% employer match about $148,364 at 4% or $98,909 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$2,989,509$94,953$11,869iApproximate average salary by contribution assumption: employee only about $296,728 at 4% or $197,819 at 6%; with 50% employer match about $197,819 at 4% or $131,879 at 6%; with 100% employer match about $148,364 at 4% or $98,909 at 6%.
202117$3,422,410$86,147$12,307iApproximate average salary by contribution assumption: employee only about $307,668 at 4% or $205,112 at 6%; with 50% employer match about $205,112 at 4% or $136,741 at 6%; with 100% employer match about $153,834 at 4% or $102,556 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-7$3,422,410$86,147$12,307iApproximate average salary by contribution assumption: employee only about $307,668 at 4% or $205,112 at 6%; with 50% employer match about $205,112 at 4% or $136,741 at 6%; with 100% employer match about $153,834 at 4% or $102,556 at 6%.
202017$2,857,848$88,957$12,708iApproximate average salary by contribution assumption: employee only about $317,704 at 4% or $211,802 at 6%; with 50% employer match about $211,802 at 4% or $141,202 at 6%; with 100% employer match about $158,852 at 4% or $105,901 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-7$2,857,848$88,957$12,708iApproximate average salary by contribution assumption: employee only about $317,704 at 4% or $211,802 at 6%; with 50% employer match about $211,802 at 4% or $141,202 at 6%; with 100% employer match about $158,852 at 4% or $105,901 at 6%.
201917$2,541,230$80,904$11,558iApproximate average salary by contribution assumption: employee only about $288,943 at 4% or $192,629 at 6%; with 50% employer match about $192,629 at 4% or $128,419 at 6%; with 100% employer match about $144,471 at 4% or $96,314 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-7$2,541,230$80,904$11,558iApproximate average salary by contribution assumption: employee only about $288,943 at 4% or $192,629 at 6%; with 50% employer match about $192,629 at 4% or $128,419 at 6%; with 100% employer match about $144,471 at 4% or $96,314 at 6%.
201819$2,128,932$86,571$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-9$2,128,932$86,571$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
201719$2,141,240$90,331$10,037iApproximate average salary by contribution assumption: employee only about $250,919 at 4% or $167,280 at 6%; with 50% employer match about $167,280 at 4% or $111,520 at 6%; with 100% employer match about $125,460 at 4% or $83,640 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-9$2,141,240$90,331$10,037iApproximate average salary by contribution assumption: employee only about $250,919 at 4% or $167,280 at 6%; with 50% employer match about $167,280 at 4% or $111,520 at 6%; with 100% employer match about $125,460 at 4% or $83,640 at 6%.
201617$1,771,084$80,141$11,449iApproximate average salary by contribution assumption: employee only about $286,218 at 4% or $190,812 at 6%; with 50% employer match about $190,812 at 4% or $127,208 at 6%; with 100% employer match about $143,109 at 4% or $95,406 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-7$1,771,084$80,141$11,449iApproximate average salary by contribution assumption: employee only about $286,218 at 4% or $190,812 at 6%; with 50% employer match about $190,812 at 4% or $127,208 at 6%; with 100% employer match about $143,109 at 4% or $95,406 at 6%.
201518$1,655,913$86,153$10,769iApproximate average salary by contribution assumption: employee only about $269,228 at 4% or $179,485 at 6%; with 50% employer match about $179,485 at 4% or $119,657 at 6%; with 100% employer match about $134,614 at 4% or $89,743 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$1,655,913$86,153$10,769iApproximate average salary by contribution assumption: employee only about $269,228 at 4% or $179,485 at 6%; with 50% employer match about $179,485 at 4% or $119,657 at 6%; with 100% employer match about $134,614 at 4% or $89,743 at 6%.
201418$1,562,704$87,945$10,993iApproximate average salary by contribution assumption: employee only about $274,828 at 4% or $183,219 at 6%; with 50% employer match about $183,219 at 4% or $122,146 at 6%; with 100% employer match about $137,414 at 4% or $91,609 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$1,562,704$87,945$10,993iApproximate average salary by contribution assumption: employee only about $274,828 at 4% or $183,219 at 6%; with 50% employer match about $183,219 at 4% or $122,146 at 6%; with 100% employer match about $137,414 at 4% or $91,609 at 6%.
201318$1,370,733$84,982$10,623iApproximate average salary by contribution assumption: employee only about $265,569 at 4% or $177,046 at 6%; with 50% employer match about $177,046 at 4% or $118,031 at 6%; with 100% employer match about $132,784 at 4% or $88,523 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$1,370,733$84,982$10,623iApproximate average salary by contribution assumption: employee only about $265,569 at 4% or $177,046 at 6%; with 50% employer match about $177,046 at 4% or $118,031 at 6%; with 100% employer match about $132,784 at 4% or $88,523 at 6%.
201218$1,090,273$84,264$10,533iApproximate average salary by contribution assumption: employee only about $263,325 at 4% or $175,550 at 6%; with 50% employer match about $175,550 at 4% or $117,033 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$1,090,273$84,264$10,533iApproximate average salary by contribution assumption: employee only about $263,325 at 4% or $175,550 at 6%; with 50% employer match about $175,550 at 4% or $117,033 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
201118$903,453$72,216$9,027iApproximate average salary by contribution assumption: employee only about $225,675 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$903,453$72,216$9,027iApproximate average salary by contribution assumption: employee only about $225,675 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%.
201018$842,889$82,053$10,257iApproximate average salary by contribution assumption: employee only about $256,416 at 4% or $170,944 at 6%; with 50% employer match about $170,944 at 4% or $113,963 at 6%; with 100% employer match about $128,208 at 4% or $85,472 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$842,889$82,053$10,257iApproximate average salary by contribution assumption: employee only about $256,416 at 4% or $170,944 at 6%; with 50% employer match about $170,944 at 4% or $113,963 at 6%; with 100% employer match about $128,208 at 4% or $85,472 at 6%.
200918$665,468$81,659$10,207iApproximate average salary by contribution assumption: employee only about $255,184 at 4% or $170,123 at 6%; with 50% employer match about $170,123 at 4% or $113,415 at 6%; with 100% employer match about $127,592 at 4% or $85,061 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-8$665,468$81,659$10,207iApproximate average salary by contribution assumption: employee only about $255,184 at 4% or $170,123 at 6%; with 50% employer match about $170,123 at 4% or $113,415 at 6%; with 100% employer match about $127,592 at 4% or $85,061 at 6%.
200815$464,042$73,649$14,730iApproximate average salary by contribution assumption: employee only about $368,245 at 4% or $245,497 at 6%; with 50% employer match about $245,497 at 4% or $163,664 at 6%; with 100% employer match about $184,123 at 4% or $122,748 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-5$464,042$73,649$14,730iApproximate average salary by contribution assumption: employee only about $368,245 at 4% or $245,497 at 6%; with 50% employer match about $245,497 at 4% or $163,664 at 6%; with 100% employer match about $184,123 at 4% or $122,748 at 6%.
200715$0$0-
Brad a. Wolfson, M.D. Money Purchase Pension Plan-5---
200616$515,220$77,967$12,995iApproximate average salary by contribution assumption: employee only about $324,863 at 4% or $216,575 at 6%; with 50% employer match about $216,575 at 4% or $144,383 at 6%; with 100% employer match about $162,431 at 4% or $108,288 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-6$515,220$77,967$12,995iApproximate average salary by contribution assumption: employee only about $324,863 at 4% or $216,575 at 6%; with 50% employer match about $216,575 at 4% or $144,383 at 6%; with 100% employer match about $162,431 at 4% or $108,288 at 6%.
200515$393,766$65,278$13,056iApproximate average salary by contribution assumption: employee only about $326,390 at 4% or $217,593 at 6%; with 50% employer match about $217,593 at 4% or $145,062 at 6%; with 100% employer match about $163,195 at 4% or $108,797 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-5$393,766$65,278$13,056iApproximate average salary by contribution assumption: employee only about $326,390 at 4% or $217,593 at 6%; with 50% employer match about $217,593 at 4% or $145,062 at 6%; with 100% employer match about $163,195 at 4% or $108,797 at 6%.
200416$317,768$64,560$10,760iApproximate average salary by contribution assumption: employee only about $269,000 at 4% or $179,333 at 6%; with 50% employer match about $179,333 at 4% or $119,556 at 6%; with 100% employer match about $134,500 at 4% or $89,667 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-6$317,768$64,560$10,760iApproximate average salary by contribution assumption: employee only about $269,000 at 4% or $179,333 at 6%; with 50% employer match about $179,333 at 4% or $119,556 at 6%; with 100% employer match about $134,500 at 4% or $89,667 at 6%.
200313$241,654$57,198$19,066iApproximate average salary by contribution assumption: employee only about $476,650 at 4% or $317,767 at 6%; with 50% employer match about $317,767 at 4% or $211,844 at 6%; with 100% employer match about $238,325 at 4% or $158,883 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-3$241,654$57,198$19,066iApproximate average salary by contribution assumption: employee only about $476,650 at 4% or $317,767 at 6%; with 50% employer match about $317,767 at 4% or $211,844 at 6%; with 100% employer match about $238,325 at 4% or $158,883 at 6%.
200213$145,396$55,143$18,381iApproximate average salary by contribution assumption: employee only about $459,525 at 4% or $306,350 at 6%; with 50% employer match about $306,350 at 4% or $204,233 at 6%; with 100% employer match about $229,763 at 4% or $153,175 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-3$145,396$55,143$18,381iApproximate average salary by contribution assumption: employee only about $459,525 at 4% or $306,350 at 6%; with 50% employer match about $306,350 at 4% or $204,233 at 6%; with 100% employer match about $229,763 at 4% or $153,175 at 6%.
200113$0$0-
Brad a. Wolfson, M.D. Money Purchase Pension Plan-3---
200012$94,259$38,665$19,333iApproximate average salary by contribution assumption: employee only about $483,313 at 4% or $322,208 at 6%; with 50% employer match about $322,208 at 4% or $214,806 at 6%; with 100% employer match about $241,656 at 4% or $161,104 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-2$94,259$38,665$19,333iApproximate average salary by contribution assumption: employee only about $483,313 at 4% or $322,208 at 6%; with 50% employer match about $322,208 at 4% or $214,806 at 6%; with 100% employer match about $241,656 at 4% or $161,104 at 6%.
199912$89,672$38,829$19,415iApproximate average salary by contribution assumption: employee only about $485,363 at 4% or $323,575 at 6%; with 50% employer match about $323,575 at 4% or $215,717 at 6%; with 100% employer match about $242,681 at 4% or $161,788 at 6%.
Brad a. Wolfson, M.D. Money Purchase Pension Plan-2$89,672$38,829$19,415iApproximate average salary by contribution assumption: employee only about $485,363 at 4% or $323,575 at 6%; with 50% employer match about $323,575 at 4% or $215,717 at 6%; with 100% employer match about $242,681 at 4% or $161,788 at 6%.