Fidelity bond in place
No
Filing2650 S Bristol St Ste 101Santa Ana, CA 92704-5751
Raul a. Estrada, M.D. Inc. Profit Sharing Plan
Raul a. Estrada, M.D. Inc. • EIN 95-3866648 • Santa Ana, CA • Plan year 2004
Filing Insights
Participants
Flat1 → 1
0 • 0.00%
Assets
Up$540,561 → $615,365
$74,804 • 13.84%
Investment Management Fee
-
Admin expenses - • Total expenses $3,848
Filing Details
Context- Transfers from other plans
- $11,200
- Net investment result
- $63,604
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $6,527,463 | $62,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $6,527,463 | $62,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2024 | 1 | 2 | $6,199,725 | $153,000 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $6,199,725 | $153,000 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| 2023 | 1 | 2 | $5,803,640 | $147,000 | $73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $5,803,640 | $147,000 | $73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%. |
| 2022 | 1 | 2 | $5,409,141 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $5,409,141 | $135,000 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| 2021 | 1 | 2 | $6,320,607 | $280,405 | $140,203iApproximate average salary by contribution assumption: employee only about $3,505,063 at 4% or $2,336,708 at 6%; with 50% employer match about $2,336,708 at 4% or $1,557,806 at 6%; with 100% employer match about $1,752,531 at 4% or $1,168,354 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $6,320,607 | $280,405 | $140,203iApproximate average salary by contribution assumption: employee only about $3,505,063 at 4% or $2,336,708 at 6%; with 50% employer match about $2,336,708 at 4% or $1,557,806 at 6%; with 100% employer match about $1,752,531 at 4% or $1,168,354 at 6%. |
| 2020 | 1 | 2 | $5,750,522 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $5,750,522 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| 2019 | 1 | 2 | $5,377,800 | $124,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $5,377,800 | $124,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| 2018 | 1 | 2 | $4,676,978 | $122,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $4,676,978 | $122,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| 2017 | 1 | 2 | $4,938,521 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $4,938,521 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2016 | 1 | 2 | $1,462,028 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $1,462,028 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2015 | 1 | 2 | $1,327,398 | $71,280 | $35,640iApproximate average salary by contribution assumption: employee only about $891,000 at 4% or $594,000 at 6%; with 50% employer match about $594,000 at 4% or $396,000 at 6%; with 100% employer match about $445,500 at 4% or $297,000 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $1,327,398 | $71,280 | $35,640iApproximate average salary by contribution assumption: employee only about $891,000 at 4% or $594,000 at 6%; with 50% employer match about $594,000 at 4% or $396,000 at 6%; with 100% employer match about $445,500 at 4% or $297,000 at 6%. |
| 2014 | 1 | 2 | $1,263,149 | $68,815 | $34,408iApproximate average salary by contribution assumption: employee only about $860,188 at 4% or $573,458 at 6%; with 50% employer match about $573,458 at 4% or $382,306 at 6%; with 100% employer match about $430,094 at 4% or $286,729 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $1,263,149 | $68,815 | $34,408iApproximate average salary by contribution assumption: employee only about $860,188 at 4% or $573,458 at 6%; with 50% employer match about $573,458 at 4% or $382,306 at 6%; with 100% employer match about $430,094 at 4% or $286,729 at 6%. |
| 2013 | 1 | 2 | $1,144,923 | $69,100 | $34,550iApproximate average salary by contribution assumption: employee only about $863,750 at 4% or $575,833 at 6%; with 50% employer match about $575,833 at 4% or $383,889 at 6%; with 100% employer match about $431,875 at 4% or $287,917 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $1,144,923 | $69,100 | $34,550iApproximate average salary by contribution assumption: employee only about $863,750 at 4% or $575,833 at 6%; with 50% employer match about $575,833 at 4% or $383,889 at 6%; with 100% employer match about $431,875 at 4% or $287,917 at 6%. |
| 2012 | 1 | 2 | $971,052 | $64,715 | $32,358iApproximate average salary by contribution assumption: employee only about $808,938 at 4% or $539,292 at 6%; with 50% employer match about $539,292 at 4% or $359,528 at 6%; with 100% employer match about $404,469 at 4% or $269,646 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $971,052 | $64,715 | $32,358iApproximate average salary by contribution assumption: employee only about $808,938 at 4% or $539,292 at 6%; with 50% employer match about $539,292 at 4% or $359,528 at 6%; with 100% employer match about $404,469 at 4% or $269,646 at 6%. |
| 2011 | 1 | 2 | $825,773 | $18,327 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $825,773 | $18,327 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| 2010 | 1 | 2 | $797,182 | $16,794 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $797,182 | $16,794 | $8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%. |
| 2009 | 1 | 2 | $723,255 | $17,580 | $8,790iApproximate average salary by contribution assumption: employee only about $219,750 at 4% or $146,500 at 6%; with 50% employer match about $146,500 at 4% or $97,667 at 6%; with 100% employer match about $109,875 at 4% or $73,250 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $723,255 | $17,580 | $8,790iApproximate average salary by contribution assumption: employee only about $219,750 at 4% or $146,500 at 6%; with 50% employer match about $146,500 at 4% or $97,667 at 6%; with 100% employer match about $109,875 at 4% or $73,250 at 6%. |
| 2008 | 1 | 2 | $700,788 | $16,680 | $8,340iApproximate average salary by contribution assumption: employee only about $208,500 at 4% or $139,000 at 6%; with 50% employer match about $139,000 at 4% or $92,667 at 6%; with 100% employer match about $104,250 at 4% or $69,500 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | $700,788 | $16,680 | $8,340iApproximate average salary by contribution assumption: employee only about $208,500 at 4% or $139,000 at 6%; with 50% employer match about $139,000 at 4% or $92,667 at 6%; with 100% employer match about $104,250 at 4% or $69,500 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 1 | $798,738 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $798,738 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 1 | $688,983 | $30,240 | $30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $688,983 | $30,240 | $30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%. |
| 2004 | 1 | 1 | $615,365 | $29,520 | $29,520iApproximate average salary by contribution assumption: employee only about $738,000 at 4% or $492,000 at 6%; with 50% employer match about $492,000 at 4% or $328,000 at 6%; with 100% employer match about $369,000 at 4% or $246,000 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | Current | 1 | $615,365 | $29,520 | $29,520iApproximate average salary by contribution assumption: employee only about $738,000 at 4% or $492,000 at 6%; with 50% employer match about $492,000 at 4% or $328,000 at 6%; with 100% employer match about $369,000 at 4% or $246,000 at 6%. |
| 2003 | 1 | 1 | $560,561 | $28,800 | $28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $560,561 | $28,800 | $28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%. |
| 2002 | 1 | 1 | $467,545 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $467,545 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $410,351 | $0 | - |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $410,351 | - | - |
| 1999 | 1 | 1 | $406,295 | $0 | - |
| Raul a. Estrada, M.D. Inc. Profit Sharing Plan | - | 1 | $406,295 | - | - |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$615,365$74,804 change
Balance Sheet
Beginning and end of plan year.
Total assets$540,561$615,365Increase +$74,804 (13.84%)
Total liabilities$0$0No change $0
Net assets$540,561$615,365Increase +$74,804 (13.84%)
Contributions
Employer contributions$29,520
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$67,452
Total expenses$3,848
Net income$63,604
Source fields
- Schedule I source fields
- Filing Id
- 84037319347315
- Schedule I EIN
- 95-3866648
- Schedule I Plan Num
- 002
- Schedule I Plan Year Begin Date
- 2004-01-01
- Schedule I Tax Period
- 20041231
- Small plan total assets at beginning of year
- $540,561
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $540,561
- Small plan total assets at end of year
- $615,365
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $615,365
- Small plan employer contributions
- $29,520
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $37,932
- Small plan total income
- $67,452
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $3,848
- Small plan total expenses
- $3,848
- Small plan net income or loss
- $63,604
- Small Total Plan Transfers Amount
- $11,200
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- Yes
- Small 20 Percent Sngl Investment Amount
- $172,725
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0