Civic Intelligence

James S. Weintraub, M.D.

Plan context: James S. Weintraub, M.D. Profit Sharing Plan

EIN 95-3616990 • Thousand Oaks, CA • 21 filings • 4 plans

207 Saddle TrailThousand Oaks, CA 91361
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$1,693,748

2015 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$2,030,139$1,015,070$0199920062014YearValue
$1,693,748Latest year 2014

Participants Over Time

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

420199920072014YearValue
1Latest year 2014

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
201510$0$0-
James S. Weintraub, M.D. Profit Sharing Plan-0$0$0-
201411$1,693,748$0-
James S. Weintraub, M.D. Profit Sharing Plan-1$1,693,748$0-
201314$1,693,280$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,693,280--
201214$1,693,280$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,693,280--
201114$1,626,187$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,626,187--
201013$1,713,979$0-
James S. Weintraub, M.D. Profit Sharing Plan-3$1,713,979--
200914$1,621,090$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,621,090--
200814$1,631,994$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,631,994--
200714$0$0-
James S. Weintraub, M.D. Profit Sharing Plan-4---
200614$1,801,197$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,801,197--
200514$1,495,977$0-
James S. Weintraub, M.D. Profit Sharing Plan-4$1,495,977--
200413$1,350,394$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-3$1,350,394$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
200314$1,270,019$43,191$10,798iApproximate average salary by contribution assumption: employee only about $269,944 at 4% or $179,963 at 6%; with 50% employer match about $179,963 at 4% or $119,975 at 6%; with 100% employer match about $134,972 at 4% or $89,981 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-4$1,270,019$43,191$10,798iApproximate average salary by contribution assumption: employee only about $269,944 at 4% or $179,963 at 6%; with 50% employer match about $179,963 at 4% or $119,975 at 6%; with 100% employer match about $134,972 at 4% or $89,981 at 6%.
200224$1,110,408$49,706$12,427iApproximate average salary by contribution assumption: employee only about $310,663 at 4% or $207,108 at 6%; with 50% employer match about $207,108 at 4% or $138,072 at 6%; with 100% employer match about $155,331 at 4% or $103,554 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-4$1,110,408$49,706$12,427iApproximate average salary by contribution assumption: employee only about $310,663 at 4% or $207,108 at 6%; with 50% employer match about $207,108 at 4% or $138,072 at 6%; with 100% employer match about $155,331 at 4% or $103,554 at 6%.
James S. Weintraub, M.D. Money Purchase Pension Plan-0---
200122$1,106,675$39,823$19,912iApproximate average salary by contribution assumption: employee only about $497,788 at 4% or $331,858 at 6%; with 50% employer match about $331,858 at 4% or $221,239 at 6%; with 100% employer match about $248,894 at 4% or $165,929 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-2$1,024,006$22,870$11,435iApproximate average salary by contribution assumption: employee only about $285,875 at 4% or $190,583 at 6%; with 50% employer match about $190,583 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%.
James S. Weintraub, M.D. Money Purchase Pension Plan-2$82,669$16,953$8,477iApproximate average salary by contribution assumption: employee only about $211,913 at 4% or $141,275 at 6%; with 50% employer match about $141,275 at 4% or $94,183 at 6%; with 100% employer match about $105,956 at 4% or $70,638 at 6%.
200023$1,252,654$32,373$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-3$1,169,959$21,049$7,016iApproximate average salary by contribution assumption: employee only about $175,408 at 4% or $116,939 at 6%; with 50% employer match about $116,939 at 4% or $77,959 at 6%; with 100% employer match about $87,704 at 4% or $58,469 at 6%.
James S. Weintraub, M.D. Money Purchase Pension Plan-3$82,695$11,324$3,775iApproximate average salary by contribution assumption: employee only about $94,367 at 4% or $62,911 at 6%; with 50% employer match about $62,911 at 4% or $41,941 at 6%; with 100% employer match about $47,183 at 4% or $31,456 at 6%.
199922$2,030,139$27,358$13,679iApproximate average salary by contribution assumption: employee only about $341,975 at 4% or $227,983 at 6%; with 50% employer match about $227,983 at 4% or $151,989 at 6%; with 100% employer match about $170,988 at 4% or $113,992 at 6%.
James S. Weintraub, M.D. Profit Sharing Plan-2$1,915,599$17,686$8,843iApproximate average salary by contribution assumption: employee only about $221,075 at 4% or $147,383 at 6%; with 50% employer match about $147,383 at 4% or $98,256 at 6%; with 100% employer match about $110,538 at 4% or $73,692 at 6%.
James S. Weintraub, M.D. Money Purchase Pension Plan-2$114,540$9,672$4,836iApproximate average salary by contribution assumption: employee only about $120,900 at 4% or $80,600 at 6%; with 50% employer match about $80,600 at 4% or $53,733 at 6%; with 100% employer match about $60,450 at 4% or $40,300 at 6%.