David a. Lombardi, M.D., a Sole Proprietor
Plan context: David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan
EIN 95-3687948 • Orange, CA • 24 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$1,318,216
2018 Contributions
$60,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 3 | $1,318,216 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,318,216 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 1 | 3 | $1,130,956 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,130,956 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2015 | 1 | 3 | $1,102,042 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,102,042 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2014 | 1 | 3 | $1,020,042 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,020,042 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2013 | 1 | 3 | $906,441 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $906,441 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2012 | 1 | 3 | $766,224 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $766,224 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2011 | 1 | 3 | $689,732 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $689,732 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2010 | 2 | 3 | $1,331,166 | $24,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $665,583 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $665,583 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2009 | 1 | 3 | $580,634 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $580,634 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,208,212 | $22,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| DAVID A. LOMBARDI, M.D., A SOLE PROPRIETOR MONEY PURCHASE PENSION PLAN | - | 3 | $604,106 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $604,106 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2005 | 1 | 3 | $513,136 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $513,136 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2004 | 1 | 3 | $478,371 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $478,371 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | - | - | - |
| DAVID A. LOMBARDI, M.D., A SOLE PROPRIETOR MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| DAVID A. LOMBARDI, M.D., A SOLE PROPRIETOR MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $262,843 | $0 | - |
| David a. Lombardi, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $262,843 | - | - |