Civic Intelligence

Patrice S. Punim, D.M.D. Inc.

Plan context: PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 95-3873494 • Huntington Beach, CA • 26 filings • 2 plans

7891 Talbert Avenue, Suite 102Huntington Beach, CA 92648
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$3,024,799

2023 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$3,818,926$1,909,463$0199920132023YearValue
$3,024,799Latest year 2023

Participants Over Time

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

630199920112023YearValue
1Latest year 2023

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
202311$3,024,799$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-1$3,024,799$0-
202216$3,266,986$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-6$3,266,986$0-
202114$3,818,926$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$3,818,926$0-
202014$3,653,352$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$3,653,352--
201914$3,485,395$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$3,485,395$0-
201814$2,948,663$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,948,663$0-
201714$3,154,489$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$3,154,489$0-
201614$2,989,140$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,989,140$0-
201514$2,749,925$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,749,925$0-
201414$2,882,166$80,000$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%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,882,166$80,000$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%.
201314$2,528,750$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,528,750$0-
201214$2,176,884$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$2,176,884$0-
201114$1,955,971$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$1,955,971$0-
201014$1,794,956$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$1,794,956$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200914$1,512,559$133,000$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4$1,512,559$133,000$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
200814$0$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4---
200714$0$0-
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-4---
200613$1,210,160$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-3$1,210,160$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
200513$844,292$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-3$844,292$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
200423$728,969$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN-3$728,969$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-0---
200313$674,666$44,164$14,721iApproximate average salary by contribution assumption: employee only about $368,033 at 4% or $245,356 at 6%; with 50% employer match about $245,356 at 4% or $163,570 at 6%; with 100% employer match about $184,017 at 4% or $122,678 at 6%.
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-3$674,666$44,164$14,721iApproximate average salary by contribution assumption: employee only about $368,033 at 4% or $245,356 at 6%; with 50% employer match about $245,356 at 4% or $163,570 at 6%; with 100% employer match about $184,017 at 4% or $122,678 at 6%.
200213$0$0-
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-3---
200113$0$0-
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-3---
200014$733,558$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-4$733,558$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
199914$740,883$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Patrice S. Punim, D.M.D. Inc. Profit Sharing Plan-4$740,883$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.