Civic Intelligence

Saddleback Valley Surgical Med

Plan context: Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust

EIN 95-3574460 • Mission Viejo, CA • 18 filings • 4 plans

26732 Crown Valley Parkway Ste 351Mission Viejo, CA 92691
Current Snapshot

Latest Year

2016

2016 Participants

14

2016 Assets

$4,714,384

2016 Contributions

$196,583

Historical Graphs

Total Assets Over Time

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

$6,670,854$3,335,427$0199920082015YearValue
$4,714,384Latest year 2015

Participants Over Time

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

44220199920072015YearValue
14Latest year 2015

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
201610$0$0-
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-0$0--
2015114$4,714,384$196,583$14,042iApproximate average salary by contribution assumption: employee only about $351,041 at 4% or $234,027 at 6%; with 50% employer match about $234,027 at 4% or $156,018 at 6%; with 100% employer match about $175,521 at 4% or $117,014 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-14$4,714,384$196,583$14,042iApproximate average salary by contribution assumption: employee only about $351,041 at 4% or $234,027 at 6%; with 50% employer match about $234,027 at 4% or $156,018 at 6%; with 100% employer match about $175,521 at 4% or $117,014 at 6%.
2014120$5,741,115$245,954$12,298iApproximate average salary by contribution assumption: employee only about $307,443 at 4% or $204,962 at 6%; with 50% employer match about $204,962 at 4% or $136,641 at 6%; with 100% employer match about $153,721 at 4% or $102,481 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-20$5,741,115$245,954$12,298iApproximate average salary by contribution assumption: employee only about $307,443 at 4% or $204,962 at 6%; with 50% employer match about $204,962 at 4% or $136,641 at 6%; with 100% employer match about $153,721 at 4% or $102,481 at 6%.
2013120$5,402,114$247,566$12,378iApproximate average salary by contribution assumption: employee only about $309,458 at 4% or $206,305 at 6%; with 50% employer match about $206,305 at 4% or $137,537 at 6%; with 100% employer match about $154,729 at 4% or $103,153 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-20$5,402,114$247,566$12,378iApproximate average salary by contribution assumption: employee only about $309,458 at 4% or $206,305 at 6%; with 50% employer match about $206,305 at 4% or $137,537 at 6%; with 100% employer match about $154,729 at 4% or $103,153 at 6%.
2012123$6,670,854$562,621$24,462iApproximate average salary by contribution assumption: employee only about $611,545 at 4% or $407,696 at 6%; with 50% employer match about $407,696 at 4% or $271,798 at 6%; with 100% employer match about $305,772 at 4% or $203,848 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-23$6,670,854$562,621$24,462iApproximate average salary by contribution assumption: employee only about $611,545 at 4% or $407,696 at 6%; with 50% employer match about $407,696 at 4% or $271,798 at 6%; with 100% employer match about $305,772 at 4% or $203,848 at 6%.
2011142$6,337,451$311,782$7,423iApproximate average salary by contribution assumption: employee only about $185,585 at 4% or $123,723 at 6%; with 50% employer match about $123,723 at 4% or $82,482 at 6%; with 100% employer match about $92,792 at 4% or $61,862 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-42$6,337,451$311,782$7,423iApproximate average salary by contribution assumption: employee only about $185,585 at 4% or $123,723 at 6%; with 50% employer match about $123,723 at 4% or $82,482 at 6%; with 100% employer match about $92,792 at 4% or $61,862 at 6%.
2010144$6,157,679$345,156$7,844iApproximate average salary by contribution assumption: employee only about $196,111 at 4% or $130,741 at 6%; with 50% employer match about $130,741 at 4% or $87,161 at 6%; with 100% employer match about $98,056 at 4% or $65,370 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-44$6,157,679$345,156$7,844iApproximate average salary by contribution assumption: employee only about $196,111 at 4% or $130,741 at 6%; with 50% employer match about $130,741 at 4% or $87,161 at 6%; with 100% employer match about $98,056 at 4% or $65,370 at 6%.
2009120$5,960,482$315,201$15,760iApproximate average salary by contribution assumption: employee only about $394,001 at 4% or $262,668 at 6%; with 50% employer match about $262,668 at 4% or $175,112 at 6%; with 100% employer match about $197,001 at 4% or $131,334 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-20$5,960,482$315,201$15,760iApproximate average salary by contribution assumption: employee only about $394,001 at 4% or $262,668 at 6%; with 50% employer match about $262,668 at 4% or $175,112 at 6%; with 100% employer match about $197,001 at 4% or $131,334 at 6%.
2008118$5,208,960$285,489$15,861iApproximate average salary by contribution assumption: employee only about $396,513 at 4% or $264,342 at 6%; with 50% employer match about $264,342 at 4% or $176,228 at 6%; with 100% employer match about $198,256 at 4% or $132,171 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-18$5,208,960$285,489$15,861iApproximate average salary by contribution assumption: employee only about $396,513 at 4% or $264,342 at 6%; with 50% employer match about $264,342 at 4% or $176,228 at 6%; with 100% employer match about $198,256 at 4% or $132,171 at 6%.
2007117$0$0-
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-17---
2006119$5,973,790$284,999$15,000iApproximate average salary by contribution assumption: employee only about $374,999 at 4% or $249,999 at 6%; with 50% employer match about $249,999 at 4% or $166,666 at 6%; with 100% employer match about $187,499 at 4% or $125,000 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-19$5,973,790$284,999$15,000iApproximate average salary by contribution assumption: employee only about $374,999 at 4% or $249,999 at 6%; with 50% employer match about $249,999 at 4% or $166,666 at 6%; with 100% employer match about $187,499 at 4% or $125,000 at 6%.
2005122$5,598,156$337,372$15,335iApproximate average salary by contribution assumption: employee only about $383,377 at 4% or $255,585 at 6%; with 50% employer match about $255,585 at 4% or $170,390 at 6%; with 100% employer match about $191,689 at 4% or $127,792 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-22$5,598,156$337,372$15,335iApproximate average salary by contribution assumption: employee only about $383,377 at 4% or $255,585 at 6%; with 50% employer match about $255,585 at 4% or $170,390 at 6%; with 100% employer match about $191,689 at 4% or $127,792 at 6%.
2004133$5,253,044$280,253$8,493iApproximate average salary by contribution assumption: employee only about $212,313 at 4% or $141,542 at 6%; with 50% employer match about $141,542 at 4% or $94,361 at 6%; with 100% employer match about $106,156 at 4% or $70,771 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-33$5,253,044$280,253$8,493iApproximate average salary by contribution assumption: employee only about $212,313 at 4% or $141,542 at 6%; with 50% employer match about $141,542 at 4% or $94,361 at 6%; with 100% employer match about $106,156 at 4% or $70,771 at 6%.
2003131$4,313,877$250,997$8,097iApproximate average salary by contribution assumption: employee only about $202,417 at 4% or $134,945 at 6%; with 50% employer match about $134,945 at 4% or $89,963 at 6%; with 100% employer match about $101,208 at 4% or $67,472 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-31$4,313,877$250,997$8,097iApproximate average salary by contribution assumption: employee only about $202,417 at 4% or $134,945 at 6%; with 50% employer match about $134,945 at 4% or $89,963 at 6%; with 100% employer match about $101,208 at 4% or $67,472 at 6%.
2002133$3,982,440$215,402$6,527iApproximate average salary by contribution assumption: employee only about $163,183 at 4% or $108,789 at 6%; with 50% employer match about $108,789 at 4% or $72,526 at 6%; with 100% employer match about $81,592 at 4% or $54,394 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-33$3,982,440$215,402$6,527iApproximate average salary by contribution assumption: employee only about $163,183 at 4% or $108,789 at 6%; with 50% employer match about $108,789 at 4% or $72,526 at 6%; with 100% employer match about $81,592 at 4% or $54,394 at 6%.
2001131$0$0-
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-31---
2000127$5,320,711$242,468$8,980iApproximate average salary by contribution assumption: employee only about $224,507 at 4% or $149,672 at 6%; with 50% employer match about $149,672 at 4% or $99,781 at 6%; with 100% employer match about $112,254 at 4% or $74,836 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-27$5,320,711$242,468$8,980iApproximate average salary by contribution assumption: employee only about $224,507 at 4% or $149,672 at 6%; with 50% employer match about $149,672 at 4% or $99,781 at 6%; with 100% employer match about $112,254 at 4% or $74,836 at 6%.
1999130$5,481,052$195,392$6,513iApproximate average salary by contribution assumption: employee only about $162,827 at 4% or $108,551 at 6%; with 50% employer match about $108,551 at 4% or $72,367 at 6%; with 100% employer match about $81,413 at 4% or $54,276 at 6%.
Saddleback Valley Surgical Med 401K Salary Reduction Plan & Trust-30$5,481,052$195,392$6,513iApproximate average salary by contribution assumption: employee only about $162,827 at 4% or $108,551 at 6%; with 50% employer match about $108,551 at 4% or $72,367 at 6%; with 100% employer match about $81,413 at 4% or $54,276 at 6%.