Civic Intelligence

Roberto a Beaton MD Inc

Plan context: Roberto a Beaton MD Inc 401(K) Profit Sharing Plan & Trust

EIN 95-3940613 • Burbank, CA • 12 filings • 3 plans

4314 W Victory BlvdBurbank, CA 91505-1334
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$5,844

2024 Contributions

$2,153

Historical Graphs

Total Assets Over Time

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

$1,513,174$756,587$0199920222024YearValue
$5,844Latest year 2024

Participants Over Time

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

1260199920032024YearValue
1Latest year 2024

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
202411$5,844$2,153$2,153iApproximate average salary by contribution assumption: employee only about $53,825 at 4% or $35,883 at 6%; with 50% employer match about $35,883 at 4% or $23,922 at 6%; with 100% employer match about $26,913 at 4% or $17,942 at 6%.
Roberto a Beaton MD Inc 401(K) Profit Sharing Plan & Trust-1$5,844$2,153$2,153iApproximate average salary by contribution assumption: employee only about $53,825 at 4% or $35,883 at 6%; with 50% employer match about $35,883 at 4% or $23,922 at 6%; with 100% employer match about $26,913 at 4% or $17,942 at 6%.
202311$3,437$2,281$2,281iApproximate average salary by contribution assumption: employee only about $57,025 at 4% or $38,017 at 6%; with 50% employer match about $38,017 at 4% or $25,344 at 6%; with 100% employer match about $28,513 at 4% or $19,008 at 6%.
Roberto a Beaton MD Inc 401(K) Profit Sharing Plan & Trust-1$3,437$2,281$2,281iApproximate average salary by contribution assumption: employee only about $57,025 at 4% or $38,017 at 6%; with 50% employer match about $38,017 at 4% or $25,344 at 6%; with 100% employer match about $28,513 at 4% or $19,008 at 6%.
202211$945$950$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
Roberto a Beaton MD Inc 401(K) Profit Sharing Plan & Trust-1$945$950$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
200510$0$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-0---
2004112$621,637$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-12$621,637--
2003112$0$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-12---
200219$0$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-9---
200116$0$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-6---
200026$0$0-
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-6---
Roberto a. Beaton, M.D. Inc. Money Purchase Pension Plan-0---
199925$1,513,174$31,234$6,247iApproximate average salary by contribution assumption: employee only about $156,170 at 4% or $104,113 at 6%; with 50% employer match about $104,113 at 4% or $69,409 at 6%; with 100% employer match about $78,085 at 4% or $52,057 at 6%.
Roberto a. Beaton, M.D. Inc. Money Purchase Pension Plan-5$1,151,459$31,234$6,247iApproximate average salary by contribution assumption: employee only about $156,170 at 4% or $104,113 at 6%; with 50% employer match about $104,113 at 4% or $69,409 at 6%; with 100% employer match about $78,085 at 4% or $52,057 at 6%.
Roberto a. Beaton, M.D. Inc. Profit-Sharing Plan-5$361,715--