Civic Intelligence

Kelly Oneil, M.D., Inc.

Plan context: Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan

EIN 95-3706531 • Temecula, CA • 8 filings • 3 plans

40971 Winchester RoadTemecula, CA 92591
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$259,159

2012 Contributions

$2,427

Historical Graphs

Total Assets Over Time

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

$468,391$234,196$0200520092011YearValue
$259,159Latest year 2011

Participants Over Time

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

1050200520092011YearValue
6Latest year 2011

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
201210$0$0-
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-0$0$0-
201116$259,159$2,427$405iApproximate average salary by contribution assumption: employee only about $10,113 at 4% or $6,742 at 6%; with 50% employer match about $6,742 at 4% or $4,494 at 6%; with 100% employer match about $5,056 at 4% or $3,371 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-6$259,159$2,427$405iApproximate average salary by contribution assumption: employee only about $10,113 at 4% or $6,742 at 6%; with 50% employer match about $6,742 at 4% or $4,494 at 6%; with 100% employer match about $5,056 at 4% or $3,371 at 6%.
201016$247,976$3,004$501iApproximate average salary by contribution assumption: employee only about $12,517 at 4% or $8,344 at 6%; with 50% employer match about $8,344 at 4% or $5,563 at 6%; with 100% employer match about $6,258 at 4% or $4,172 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-6$247,976$3,004$501iApproximate average salary by contribution assumption: employee only about $12,517 at 4% or $8,344 at 6%; with 50% employer match about $8,344 at 4% or $5,563 at 6%; with 100% employer match about $6,258 at 4% or $4,172 at 6%.
2009210$468,391$99,759$9,976iApproximate average salary by contribution assumption: employee only about $249,398 at 4% or $166,265 at 6%; with 50% employer match about $166,265 at 4% or $110,843 at 6%; with 100% employer match about $124,699 at 4% or $83,133 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-8$241,631$74,689$9,336iApproximate average salary by contribution assumption: employee only about $233,403 at 4% or $155,602 at 6%; with 50% employer match about $155,602 at 4% or $103,735 at 6%; with 100% employer match about $116,702 at 4% or $77,801 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-10$226,760$25,070$2,507iApproximate average salary by contribution assumption: employee only about $62,675 at 4% or $41,783 at 6%; with 50% employer match about $41,783 at 4% or $27,856 at 6%; with 100% employer match about $31,338 at 4% or $20,892 at 6%.
200816$171,668$21,371$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-6$171,668$21,371$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
200618$152,766$82,690$10,336iApproximate average salary by contribution assumption: employee only about $258,406 at 4% or $172,271 at 6%; with 50% employer match about $172,271 at 4% or $114,847 at 6%; with 100% employer match about $129,203 at 4% or $86,135 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-8$152,766$82,690$10,336iApproximate average salary by contribution assumption: employee only about $258,406 at 4% or $172,271 at 6%; with 50% employer match about $172,271 at 4% or $114,847 at 6%; with 100% employer match about $129,203 at 4% or $86,135 at 6%.
200519$59,990$60,365$6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,787 at 6%; with 50% employer match about $111,787 at 4% or $74,525 at 6%; with 100% employer match about $83,840 at 4% or $55,894 at 6%.
Kelly O'Neil, M.D. Inc. 401-K Profit Sharing Plan-9$59,990$60,365$6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,787 at 6%; with 50% employer match about $111,787 at 4% or $74,525 at 6%; with 100% employer match about $83,840 at 4% or $55,894 at 6%.