Joel J. Frank, M.D. Inc.
Plan context: JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN
EIN 95-3797576 • Newport Beach, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,515,861
2024 Contributions
$77,568
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,515,861 | $77,568 | $25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $1,515,861 | $77,568 | $25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%. |
| 2023 | 1 | 3 | $1,316,187 | $75,192 | $25,064iApproximate average salary by contribution assumption: employee only about $626,600 at 4% or $417,733 at 6%; with 50% employer match about $417,733 at 4% or $278,489 at 6%; with 100% employer match about $313,300 at 4% or $208,867 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $1,316,187 | $75,192 | $25,064iApproximate average salary by contribution assumption: employee only about $626,600 at 4% or $417,733 at 6%; with 50% employer match about $417,733 at 4% or $278,489 at 6%; with 100% employer match about $313,300 at 4% or $208,867 at 6%. |
| 2022 | 1 | 3 | $1,182,218 | $69,297 | $23,099iApproximate average salary by contribution assumption: employee only about $577,475 at 4% or $384,983 at 6%; with 50% employer match about $384,983 at 4% or $256,656 at 6%; with 100% employer match about $288,738 at 4% or $192,492 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $1,182,218 | $69,297 | $23,099iApproximate average salary by contribution assumption: employee only about $577,475 at 4% or $384,983 at 6%; with 50% employer match about $384,983 at 4% or $256,656 at 6%; with 100% employer match about $288,738 at 4% or $192,492 at 6%. |
| 2021 | 1 | 3 | $1,271,793 | $64,759 | $21,586iApproximate average salary by contribution assumption: employee only about $539,658 at 4% or $359,772 at 6%; with 50% employer match about $359,772 at 4% or $239,848 at 6%; with 100% employer match about $269,829 at 4% or $179,886 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $1,271,793 | $64,759 | $21,586iApproximate average salary by contribution assumption: employee only about $539,658 at 4% or $359,772 at 6%; with 50% employer match about $359,772 at 4% or $239,848 at 6%; with 100% employer match about $269,829 at 4% or $179,886 at 6%. |
| 2020 | 1 | 3 | $1,160,706 | $57,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $1,160,706 | $57,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2019 | 1 | 5 | $1,063,594 | $63,635 | $12,727iApproximate average salary by contribution assumption: employee only about $318,175 at 4% or $212,117 at 6%; with 50% employer match about $212,117 at 4% or $141,411 at 6%; with 100% employer match about $159,088 at 4% or $106,058 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $1,063,594 | $63,635 | $12,727iApproximate average salary by contribution assumption: employee only about $318,175 at 4% or $212,117 at 6%; with 50% employer match about $212,117 at 4% or $141,411 at 6%; with 100% employer match about $159,088 at 4% or $106,058 at 6%. |
| 2018 | 1 | 5 | $908,252 | $62,136 | $12,427iApproximate average salary by contribution assumption: employee only about $310,680 at 4% or $207,120 at 6%; with 50% employer match about $207,120 at 4% or $138,080 at 6%; with 100% employer match about $155,340 at 4% or $103,560 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $908,252 | $62,136 | $12,427iApproximate average salary by contribution assumption: employee only about $310,680 at 4% or $207,120 at 6%; with 50% employer match about $207,120 at 4% or $138,080 at 6%; with 100% employer match about $155,340 at 4% or $103,560 at 6%. |
| 2017 | 1 | 5 | $898,856 | $60,272 | $12,054iApproximate average salary by contribution assumption: employee only about $301,360 at 4% or $200,907 at 6%; with 50% employer match about $200,907 at 4% or $133,938 at 6%; with 100% employer match about $150,680 at 4% or $100,453 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $898,856 | $60,272 | $12,054iApproximate average salary by contribution assumption: employee only about $301,360 at 4% or $200,907 at 6%; with 50% employer match about $200,907 at 4% or $133,938 at 6%; with 100% employer match about $150,680 at 4% or $100,453 at 6%. |
| 2016 | 1 | 5 | $776,434 | $58,752 | $11,750iApproximate average salary by contribution assumption: employee only about $293,760 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $776,434 | $58,752 | $11,750iApproximate average salary by contribution assumption: employee only about $293,760 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%. |
| 2015 | 1 | 5 | $703,204 | $60,887 | $12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,957 at 6%; with 50% employer match about $202,957 at 4% or $135,304 at 6%; with 100% employer match about $152,218 at 4% or $101,478 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $703,204 | $60,887 | $12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,957 at 6%; with 50% employer match about $202,957 at 4% or $135,304 at 6%; with 100% employer match about $152,218 at 4% or $101,478 at 6%. |
| 2014 | 1 | 5 | $660,048 | $60,773 | $12,155iApproximate average salary by contribution assumption: employee only about $303,865 at 4% or $202,577 at 6%; with 50% employer match about $202,577 at 4% or $135,051 at 6%; with 100% employer match about $151,933 at 4% or $101,288 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 5 | $660,048 | $60,773 | $12,155iApproximate average salary by contribution assumption: employee only about $303,865 at 4% or $202,577 at 6%; with 50% employer match about $202,577 at 4% or $135,051 at 6%; with 100% employer match about $151,933 at 4% or $101,288 at 6%. |
| 2013 | 1 | 4 | $573,554 | $58,377 | $14,594iApproximate average salary by contribution assumption: employee only about $364,856 at 4% or $243,238 at 6%; with 50% employer match about $243,238 at 4% or $162,158 at 6%; with 100% employer match about $182,428 at 4% or $121,619 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 4 | $573,554 | $58,377 | $14,594iApproximate average salary by contribution assumption: employee only about $364,856 at 4% or $243,238 at 6%; with 50% employer match about $243,238 at 4% or $162,158 at 6%; with 100% employer match about $182,428 at 4% or $121,619 at 6%. |
| 2012 | 1 | 3 | $443,094 | $55,015 | $18,338iApproximate average salary by contribution assumption: employee only about $458,458 at 4% or $305,639 at 6%; with 50% employer match about $305,639 at 4% or $203,759 at 6%; with 100% employer match about $229,229 at 4% or $152,819 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $443,094 | $55,015 | $18,338iApproximate average salary by contribution assumption: employee only about $458,458 at 4% or $305,639 at 6%; with 50% employer match about $305,639 at 4% or $203,759 at 6%; with 100% employer match about $229,229 at 4% or $152,819 at 6%. |
| 2011 | 1 | 3 | $370,104 | $53,959 | $17,986iApproximate average salary by contribution assumption: employee only about $449,658 at 4% or $299,772 at 6%; with 50% employer match about $299,772 at 4% or $199,848 at 6%; with 100% employer match about $224,829 at 4% or $149,886 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $370,104 | $53,959 | $17,986iApproximate average salary by contribution assumption: employee only about $449,658 at 4% or $299,772 at 6%; with 50% employer match about $299,772 at 4% or $199,848 at 6%; with 100% employer match about $224,829 at 4% or $149,886 at 6%. |
| 2010 | 1 | 3 | $342,433 | $54,392 | $18,131iApproximate average salary by contribution assumption: employee only about $453,267 at 4% or $302,178 at 6%; with 50% employer match about $302,178 at 4% or $201,452 at 6%; with 100% employer match about $226,633 at 4% or $151,089 at 6%. |
| JOEL J. FRANK, M.D., INC. PROFIT SHARING PLAN | - | 3 | $342,433 | $54,392 | $18,131iApproximate average salary by contribution assumption: employee only about $453,267 at 4% or $302,178 at 6%; with 50% employer match about $302,178 at 4% or $201,452 at 6%; with 100% employer match about $226,633 at 4% or $151,089 at 6%. |
| 2009 | 1 | 3 | $288,581 | $55,437 | $18,479iApproximate average salary by contribution assumption: employee only about $461,975 at 4% or $307,983 at 6%; with 50% employer match about $307,983 at 4% or $205,322 at 6%; with 100% employer match about $230,988 at 4% or $153,992 at 6%. |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | $288,581 | $55,437 | $18,479iApproximate average salary by contribution assumption: employee only about $461,975 at 4% or $307,983 at 6%; with 50% employer match about $307,983 at 4% or $205,322 at 6%; with 100% employer match about $230,988 at 4% or $153,992 at 6%. |
| 2008 | 1 | 3 | $207,440 | $50,930 | $16,977iApproximate average salary by contribution assumption: employee only about $424,417 at 4% or $282,944 at 6%; with 50% employer match about $282,944 at 4% or $188,630 at 6%; with 100% employer match about $212,208 at 4% or $141,472 at 6%. |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | $207,440 | $50,930 | $16,977iApproximate average salary by contribution assumption: employee only about $424,417 at 4% or $282,944 at 6%; with 50% employer match about $282,944 at 4% or $188,630 at 6%; with 100% employer match about $212,208 at 4% or $141,472 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $158,436 | $47,757 | $15,919iApproximate average salary by contribution assumption: employee only about $397,975 at 4% or $265,317 at 6%; with 50% employer match about $265,317 at 4% or $176,878 at 6%; with 100% employer match about $198,988 at 4% or $132,658 at 6%. |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | $158,436 | $47,757 | $15,919iApproximate average salary by contribution assumption: employee only about $397,975 at 4% or $265,317 at 6%; with 50% employer match about $265,317 at 4% or $176,878 at 6%; with 100% employer match about $198,988 at 4% or $132,658 at 6%. |
| 2005 | 1 | 3 | $106,023 | $45,792 | $15,264iApproximate average salary by contribution assumption: employee only about $381,600 at 4% or $254,400 at 6%; with 50% employer match about $254,400 at 4% or $169,600 at 6%; with 100% employer match about $190,800 at 4% or $127,200 at 6%. |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | $106,023 | $45,792 | $15,264iApproximate average salary by contribution assumption: employee only about $381,600 at 4% or $254,400 at 6%; with 50% employer match about $254,400 at 4% or $169,600 at 6%; with 100% employer match about $190,800 at 4% or $127,200 at 6%. |
| 2004 | 2 | 3 | $46,082 | $44,539 | $14,846iApproximate average salary by contribution assumption: employee only about $371,158 at 4% or $247,439 at 6%; with 50% employer match about $247,439 at 4% or $164,959 at 6%; with 100% employer match about $185,579 at 4% or $123,719 at 6%. |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 3 | $46,082 | $44,539 | $14,846iApproximate average salary by contribution assumption: employee only about $371,158 at 4% or $247,439 at 6%; with 50% employer match about $247,439 at 4% or $164,959 at 6%; with 100% employer match about $185,579 at 4% or $123,719 at 6%. |
| JOEL J. FRANK, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2003 | 1 | 3 | $1,918,693 | $255,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| JOEL J. FRANK, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,918,693 | $255,000 | $85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%. |
| 2002 | 1 | 3 | $1,307,683 | $367,214 | $122,405iApproximate average salary by contribution assumption: employee only about $3,060,117 at 4% or $2,040,078 at 6%; with 50% employer match about $2,040,078 at 4% or $1,360,052 at 6%; with 100% employer match about $1,530,058 at 4% or $1,020,039 at 6%. |
| JOEL J. FRANK, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,307,683 | $367,214 | $122,405iApproximate average salary by contribution assumption: employee only about $3,060,117 at 4% or $2,040,078 at 6%; with 50% employer match about $2,040,078 at 4% or $1,360,052 at 6%; with 100% employer match about $1,530,058 at 4% or $1,020,039 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| JOEL J. FRANK, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2000 | 1 | 1 | $1,079,517 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| JOEL J. FRANK, M.D., INC. DEFINED BENEFIT PENSION PLAN | - | 1 | $1,079,517 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Joel J. Frank, M.D. Inc. Profit Sharing Plan | - | 0 | - | - | - |