Civic Intelligence

Stuart R. Winthrop, M.D. Inc.

Plan context: Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan

EIN 95-3556878 • Santa Barbara, CA • 37 filings • 5 plans

515 E Micheltorena Street, Suite DSanta Barbara, CA 93103
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,562,415

2024 Contributions

$436,056

Historical Graphs

Total Assets Over Time

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

$3,076,024$1,538,012$0199920132024YearValue
$1,562,415Latest year 2024

Participants Over Time

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

1470199920122024YearValue
12Latest year 2024

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
2024212$1,562,415$436,056$36,338iApproximate average salary by contribution assumption: employee only about $908,450 at 4% or $605,633 at 6%; with 50% employer match about $605,633 at 4% or $403,756 at 6%; with 100% employer match about $454,225 at 4% or $302,817 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-7$848,078$329,311$47,044iApproximate average salary by contribution assumption: employee only about $1,176,111 at 4% or $784,074 at 6%; with 50% employer match about $784,074 at 4% or $522,716 at 6%; with 100% employer match about $588,055 at 4% or $392,037 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-12$714,337$106,745$8,895iApproximate average salary by contribution assumption: employee only about $222,385 at 4% or $148,257 at 6%; with 50% employer match about $148,257 at 4% or $98,838 at 6%; with 100% employer match about $111,193 at 4% or $74,128 at 6%.
2023212$1,044,000$476,808$39,734iApproximate average salary by contribution assumption: employee only about $993,350 at 4% or $662,233 at 6%; with 50% employer match about $662,233 at 4% or $441,489 at 6%; with 100% employer match about $496,675 at 4% or $331,117 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-12$545,320$109,129$9,094iApproximate average salary by contribution assumption: employee only about $227,352 at 4% or $151,568 at 6%; with 50% employer match about $151,568 at 4% or $101,045 at 6%; with 100% employer match about $113,676 at 4% or $75,784 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-7$498,680$367,679$52,526iApproximate average salary by contribution assumption: employee only about $1,313,139 at 4% or $875,426 at 6%; with 50% employer match about $875,426 at 4% or $583,617 at 6%; with 100% employer match about $656,570 at 4% or $437,713 at 6%.
2022212$1,164,491$837,108$69,759iApproximate average salary by contribution assumption: employee only about $1,743,975 at 4% or $1,162,650 at 6%; with 50% employer match about $1,162,650 at 4% or $775,100 at 6%; with 100% employer match about $871,988 at 4% or $581,325 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-6$598,713$742,000$123,667iApproximate average salary by contribution assumption: employee only about $3,091,667 at 4% or $2,061,111 at 6%; with 50% employer match about $2,061,111 at 4% or $1,374,074 at 6%; with 100% employer match about $1,545,833 at 4% or $1,030,556 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-12$565,778$95,108$7,926iApproximate average salary by contribution assumption: employee only about $198,142 at 4% or $132,094 at 6%; with 50% employer match about $132,094 at 4% or $88,063 at 6%; with 100% employer match about $99,071 at 4% or $66,047 at 6%.
2021211$3,076,024$513,732$46,703iApproximate average salary by contribution assumption: employee only about $1,167,573 at 4% or $778,382 at 6%; with 50% employer match about $778,382 at 4% or $518,921 at 6%; with 100% employer match about $583,786 at 4% or $389,191 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-6$2,495,539$305,295$50,883iApproximate average salary by contribution assumption: employee only about $1,272,063 at 4% or $848,042 at 6%; with 50% employer match about $848,042 at 4% or $565,361 at 6%; with 100% employer match about $636,031 at 4% or $424,021 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-11$580,485$208,437$18,949iApproximate average salary by contribution assumption: employee only about $473,720 at 4% or $315,814 at 6%; with 50% employer match about $315,814 at 4% or $210,542 at 6%; with 100% employer match about $236,860 at 4% or $157,907 at 6%.
2020214$2,702,569$455,660$32,547iApproximate average salary by contribution assumption: employee only about $813,679 at 4% or $542,452 at 6%; with 50% employer match about $542,452 at 4% or $361,635 at 6%; with 100% employer match about $406,839 at 4% or $271,226 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-5$2,177,061$319,984$63,997iApproximate average salary by contribution assumption: employee only about $1,599,920 at 4% or $1,066,613 at 6%; with 50% employer match about $1,066,613 at 4% or $711,076 at 6%; with 100% employer match about $799,960 at 4% or $533,307 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-14$525,508$135,676$9,691iApproximate average salary by contribution assumption: employee only about $242,279 at 4% or $161,519 at 6%; with 50% employer match about $161,519 at 4% or $107,679 at 6%; with 100% employer match about $121,139 at 4% or $80,760 at 6%.
2019213$2,192,800$437,391$33,645iApproximate average salary by contribution assumption: employee only about $841,137 at 4% or $560,758 at 6%; with 50% employer match about $560,758 at 4% or $373,838 at 6%; with 100% employer match about $420,568 at 4% or $280,379 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$1,798,865$370,726$92,682iApproximate average salary by contribution assumption: employee only about $2,317,038 at 4% or $1,544,692 at 6%; with 50% employer match about $1,544,692 at 4% or $1,029,794 at 6%; with 100% employer match about $1,158,519 at 4% or $772,346 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-13$393,935$66,665$5,128iApproximate average salary by contribution assumption: employee only about $128,202 at 4% or $85,468 at 6%; with 50% employer match about $85,468 at 4% or $56,979 at 6%; with 100% employer match about $64,101 at 4% or $42,734 at 6%.
2018212$1,827,270$393,837$32,820iApproximate average salary by contribution assumption: employee only about $820,494 at 4% or $546,996 at 6%; with 50% employer match about $546,996 at 4% or $364,664 at 6%; with 100% employer match about $410,247 at 4% or $273,498 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$1,355,854$279,172$69,793iApproximate average salary by contribution assumption: employee only about $1,744,825 at 4% or $1,163,217 at 6%; with 50% employer match about $1,163,217 at 4% or $775,478 at 6%; with 100% employer match about $872,413 at 4% or $581,608 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-12$471,416$114,665$9,555iApproximate average salary by contribution assumption: employee only about $238,885 at 4% or $159,257 at 6%; with 50% employer match about $159,257 at 4% or $106,171 at 6%; with 100% employer match about $119,443 at 4% or $79,628 at 6%.
2017210$1,504,741$413,682$41,368iApproximate average salary by contribution assumption: employee only about $1,034,205 at 4% or $689,470 at 6%; with 50% employer match about $689,470 at 4% or $459,647 at 6%; with 100% employer match about $517,102 at 4% or $344,735 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$1,091,523$282,558$70,640iApproximate average salary by contribution assumption: employee only about $1,765,988 at 4% or $1,177,325 at 6%; with 50% employer match about $1,177,325 at 4% or $784,883 at 6%; with 100% employer match about $882,994 at 4% or $588,663 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-10$413,218$131,124$13,112iApproximate average salary by contribution assumption: employee only about $327,810 at 4% or $218,540 at 6%; with 50% employer match about $218,540 at 4% or $145,693 at 6%; with 100% employer match about $163,905 at 4% or $109,270 at 6%.
2016211$1,076,049$382,549$34,777iApproximate average salary by contribution assumption: employee only about $869,430 at 4% or $579,620 at 6%; with 50% employer match about $579,620 at 4% or $386,413 at 6%; with 100% employer match about $434,715 at 4% or $289,810 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$776,362$266,464$66,616iApproximate average salary by contribution assumption: employee only about $1,665,400 at 4% or $1,110,267 at 6%; with 50% employer match about $1,110,267 at 4% or $740,178 at 6%; with 100% employer match about $832,700 at 4% or $555,133 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-11$299,687$116,085$10,553iApproximate average salary by contribution assumption: employee only about $263,830 at 4% or $175,886 at 6%; with 50% employer match about $175,886 at 4% or $117,258 at 6%; with 100% employer match about $131,915 at 4% or $87,943 at 6%.
201526$961,145$343,528$57,255iApproximate average salary by contribution assumption: employee only about $1,431,367 at 4% or $954,244 at 6%; with 50% employer match about $954,244 at 4% or $636,163 at 6%; with 100% employer match about $715,683 at 4% or $477,122 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$486,536$247,306$61,827iApproximate average salary by contribution assumption: employee only about $1,545,663 at 4% or $1,030,442 at 6%; with 50% employer match about $1,030,442 at 4% or $686,961 at 6%; with 100% employer match about $772,831 at 4% or $515,221 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-6$474,609$96,222$16,037iApproximate average salary by contribution assumption: employee only about $400,925 at 4% or $267,283 at 6%; with 50% employer match about $267,283 at 4% or $178,189 at 6%; with 100% employer match about $200,463 at 4% or $133,642 at 6%.
201427$704,787$372,625$53,232iApproximate average salary by contribution assumption: employee only about $1,330,804 at 4% or $887,202 at 6%; with 50% employer match about $887,202 at 4% or $591,468 at 6%; with 100% employer match about $665,402 at 4% or $443,601 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$456,011$123,849$17,693iApproximate average salary by contribution assumption: employee only about $442,318 at 4% or $294,879 at 6%; with 50% employer match about $294,879 at 4% or $196,586 at 6%; with 100% employer match about $221,159 at 4% or $147,439 at 6%.
Stuart R. Winthrop, M.D. Inc. Cash Balance Pension Plan-4$248,776$248,776$62,194iApproximate average salary by contribution assumption: employee only about $1,554,850 at 4% or $1,036,567 at 6%; with 50% employer match about $1,036,567 at 4% or $691,044 at 6%; with 100% employer match about $777,425 at 4% or $518,283 at 6%.
201318$326,983$54,597$6,825iApproximate average salary by contribution assumption: employee only about $170,616 at 4% or $113,744 at 6%; with 50% employer match about $113,744 at 4% or $75,829 at 6%; with 100% employer match about $85,308 at 4% or $56,872 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-8$326,983$54,597$6,825iApproximate average salary by contribution assumption: employee only about $170,616 at 4% or $113,744 at 6%; with 50% employer match about $113,744 at 4% or $75,829 at 6%; with 100% employer match about $85,308 at 4% or $56,872 at 6%.
201217$856,597$59,419$8,488iApproximate average salary by contribution assumption: employee only about $212,211 at 4% or $141,474 at 6%; with 50% employer match about $141,474 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$856,597$59,419$8,488iApproximate average salary by contribution assumption: employee only about $212,211 at 4% or $141,474 at 6%; with 50% employer match about $141,474 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
201117$799,866$56,866$8,124iApproximate average salary by contribution assumption: employee only about $203,093 at 4% or $135,395 at 6%; with 50% employer match about $135,395 at 4% or $90,263 at 6%; with 100% employer match about $101,546 at 4% or $67,698 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$799,866$56,866$8,124iApproximate average salary by contribution assumption: employee only about $203,093 at 4% or $135,395 at 6%; with 50% employer match about $135,395 at 4% or $90,263 at 6%; with 100% employer match about $101,546 at 4% or $67,698 at 6%.
201017$1,565,257$48,732$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$1,565,257$48,732$6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,029 at 6%; with 50% employer match about $116,029 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%.
200917$1,452,131$40,671$5,810iApproximate average salary by contribution assumption: employee only about $145,254 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,557 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$1,452,131$40,671$5,810iApproximate average salary by contribution assumption: employee only about $145,254 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,557 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%.
200817$1,315,551$43,790$6,256iApproximate average salary by contribution assumption: employee only about $156,393 at 4% or $104,262 at 6%; with 50% employer match about $104,262 at 4% or $69,508 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$1,315,551$43,790$6,256iApproximate average salary by contribution assumption: employee only about $156,393 at 4% or $104,262 at 6%; with 50% employer match about $104,262 at 4% or $69,508 at 6%; with 100% employer match about $78,196 at 4% or $52,131 at 6%.
200716$0$0-
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-6---
200618$2,108,823$65,640$8,205iApproximate average salary by contribution assumption: employee only about $205,125 at 4% or $136,750 at 6%; with 50% employer match about $136,750 at 4% or $91,167 at 6%; with 100% employer match about $102,563 at 4% or $68,375 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-8$2,108,823$65,640$8,205iApproximate average salary by contribution assumption: employee only about $205,125 at 4% or $136,750 at 6%; with 50% employer match about $136,750 at 4% or $91,167 at 6%; with 100% employer match about $102,563 at 4% or $68,375 at 6%.
200518$1,774,345$55,517$6,940iApproximate average salary by contribution assumption: employee only about $173,491 at 4% or $115,660 at 6%; with 50% employer match about $115,660 at 4% or $77,107 at 6%; with 100% employer match about $86,745 at 4% or $57,830 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-8$1,774,345$55,517$6,940iApproximate average salary by contribution assumption: employee only about $173,491 at 4% or $115,660 at 6%; with 50% employer match about $115,660 at 4% or $77,107 at 6%; with 100% employer match about $86,745 at 4% or $57,830 at 6%.
200417$1,650,056$65,665$9,381iApproximate average salary by contribution assumption: employee only about $234,518 at 4% or $156,345 at 6%; with 50% employer match about $156,345 at 4% or $104,230 at 6%; with 100% employer match about $117,259 at 4% or $78,173 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$1,650,056$65,665$9,381iApproximate average salary by contribution assumption: employee only about $234,518 at 4% or $156,345 at 6%; with 50% employer match about $156,345 at 4% or $104,230 at 6%; with 100% employer match about $117,259 at 4% or $78,173 at 6%.
200317$1,520,331$81,955$11,708iApproximate average salary by contribution assumption: employee only about $292,696 at 4% or $195,131 at 6%; with 50% employer match about $195,131 at 4% or $130,087 at 6%; with 100% employer match about $146,348 at 4% or $97,565 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-7$1,520,331$81,955$11,708iApproximate average salary by contribution assumption: employee only about $292,696 at 4% or $195,131 at 6%; with 50% employer match about $195,131 at 4% or $130,087 at 6%; with 100% employer match about $146,348 at 4% or $97,565 at 6%.
200219$1,226,150$53,852$5,984iApproximate average salary by contribution assumption: employee only about $149,589 at 4% or $99,726 at 6%; with 50% employer match about $99,726 at 4% or $66,484 at 6%; with 100% employer match about $74,794 at 4% or $49,863 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-9$1,226,150$53,852$5,984iApproximate average salary by contribution assumption: employee only about $149,589 at 4% or $99,726 at 6%; with 50% employer match about $99,726 at 4% or $66,484 at 6%; with 100% employer match about $74,794 at 4% or $49,863 at 6%.
200118$0$0-
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-8---
200019$1,483,796$80,188$8,910iApproximate average salary by contribution assumption: employee only about $222,744 at 4% or $148,496 at 6%; with 50% employer match about $148,496 at 4% or $98,998 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-9$1,483,796$80,188$8,910iApproximate average salary by contribution assumption: employee only about $222,744 at 4% or $148,496 at 6%; with 50% employer match about $148,496 at 4% or $98,998 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%.
199919$1,628,930$82,208$9,134iApproximate average salary by contribution assumption: employee only about $228,356 at 4% or $152,237 at 6%; with 50% employer match about $152,237 at 4% or $101,491 at 6%; with 100% employer match about $114,178 at 4% or $76,119 at 6%.
Stuart R. Winthrop, M.D. Inc. 401K Profit Sharing Plan-9$1,628,930$82,208$9,134iApproximate average salary by contribution assumption: employee only about $228,356 at 4% or $152,237 at 6%; with 50% employer match about $152,237 at 4% or $101,491 at 6%; with 100% employer match about $114,178 at 4% or $76,119 at 6%.