Civic Intelligence

Sheldon Jordan, M.D. Inc.

Plan context: SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN

EIN 95-3943405 • Santa Monica, CA • 33 filings • 4 plans

2811 Wilshire Blvd.Ste 790Santa Monica, CA 90403
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$3,279,474

2024 Contributions

$236,683

Historical Graphs

Total Assets Over Time

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

$3,279,474$1,639,737$0200420172024YearValue
$3,279,474Latest year 2024

Participants Over Time

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

28140200220152024YearValue
22Latest 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
2024222$3,279,474$236,683$10,758iApproximate average salary by contribution assumption: employee only about $268,958 at 4% or $179,305 at 6%; with 50% employer match about $179,305 at 4% or $119,537 at 6%; with 100% employer match about $134,479 at 4% or $89,653 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-15$2,274,196$103,000$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,444 at 6%; with 50% employer match about $114,444 at 4% or $76,296 at 6%; with 100% employer match about $85,833 at 4% or $57,222 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-22$1,005,278$133,683$6,077iApproximate average salary by contribution assumption: employee only about $151,913 at 4% or $101,275 at 6%; with 50% employer match about $101,275 at 4% or $67,517 at 6%; with 100% employer match about $75,956 at 4% or $50,638 at 6%.
2023220$2,924,609$102,335$5,117iApproximate average salary by contribution assumption: employee only about $127,919 at 4% or $85,279 at 6%; with 50% employer match about $85,279 at 4% or $56,853 at 6%; with 100% employer match about $63,959 at 4% or $42,640 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-13$2,086,482$0-
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-20$838,127$102,335$5,117iApproximate average salary by contribution assumption: employee only about $127,919 at 4% or $85,279 at 6%; with 50% employer match about $85,279 at 4% or $56,853 at 6%; with 100% employer match about $63,959 at 4% or $42,640 at 6%.
2022221$2,498,950$64,277$3,061iApproximate average salary by contribution assumption: employee only about $76,520 at 4% or $51,013 at 6%; with 50% employer match about $51,013 at 4% or $34,009 at 6%; with 100% employer match about $38,260 at 4% or $25,507 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-17$1,843,881$0-
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-21$655,069$64,277$3,061iApproximate average salary by contribution assumption: employee only about $76,520 at 4% or $51,013 at 6%; with 50% employer match about $51,013 at 4% or $34,009 at 6%; with 100% employer match about $38,260 at 4% or $25,507 at 6%.
2021228$3,103,635$71,247$2,545iApproximate average salary by contribution assumption: employee only about $63,613 at 4% or $42,409 at 6%; with 50% employer match about $42,409 at 4% or $28,273 at 6%; with 100% employer match about $31,807 at 4% or $21,204 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-24$2,342,786$0-
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-28$760,849$71,247$2,545iApproximate average salary by contribution assumption: employee only about $63,613 at 4% or $42,409 at 6%; with 50% employer match about $42,409 at 4% or $28,273 at 6%; with 100% employer match about $31,807 at 4% or $21,204 at 6%.
2020226$2,872,283$57,303$2,204iApproximate average salary by contribution assumption: employee only about $55,099 at 4% or $36,733 at 6%; with 50% employer match about $36,733 at 4% or $24,488 at 6%; with 100% employer match about $27,550 at 4% or $18,366 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-23$2,181,546$0-
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-26$690,737$57,303$2,204iApproximate average salary by contribution assumption: employee only about $55,099 at 4% or $36,733 at 6%; with 50% employer match about $36,733 at 4% or $24,488 at 6%; with 100% employer match about $27,550 at 4% or $18,366 at 6%.
2019215$2,457,194$156,291$10,419iApproximate average salary by contribution assumption: employee only about $260,485 at 4% or $173,657 at 6%; with 50% employer match about $173,657 at 4% or $115,771 at 6%; with 100% employer match about $130,243 at 4% or $86,828 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-15$1,901,501$100,948$6,730iApproximate average salary by contribution assumption: employee only about $168,247 at 4% or $112,164 at 6%; with 50% employer match about $112,164 at 4% or $74,776 at 6%; with 100% employer match about $84,123 at 4% or $56,082 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-15$555,693$55,343$3,690iApproximate average salary by contribution assumption: employee only about $92,238 at 4% or $61,492 at 6%; with 50% employer match about $61,492 at 4% or $40,995 at 6%; with 100% employer match about $46,119 at 4% or $30,746 at 6%.
2018215$2,063,876$311,100$20,740iApproximate average salary by contribution assumption: employee only about $518,500 at 4% or $345,667 at 6%; with 50% employer match about $345,667 at 4% or $230,444 at 6%; with 100% employer match about $259,250 at 4% or $172,833 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-15$1,552,456$251,878$16,792iApproximate average salary by contribution assumption: employee only about $419,797 at 4% or $279,864 at 6%; with 50% employer match about $279,864 at 4% or $186,576 at 6%; with 100% employer match about $209,898 at 4% or $139,932 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-15$511,420$59,222$3,948iApproximate average salary by contribution assumption: employee only about $98,703 at 4% or $65,802 at 6%; with 50% employer match about $65,802 at 4% or $43,868 at 6%; with 100% employer match about $49,352 at 4% or $32,901 at 6%.
2017218$1,875,541$281,051$15,614iApproximate average salary by contribution assumption: employee only about $390,349 at 4% or $260,232 at 6%; with 50% employer match about $260,232 at 4% or $173,488 at 6%; with 100% employer match about $195,174 at 4% or $130,116 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-18$1,403,539$243,087$13,505iApproximate average salary by contribution assumption: employee only about $337,621 at 4% or $225,081 at 6%; with 50% employer match about $225,081 at 4% or $150,054 at 6%; with 100% employer match about $168,810 at 4% or $112,540 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-18$472,002$37,964$2,109iApproximate average salary by contribution assumption: employee only about $52,728 at 4% or $35,152 at 6%; with 50% employer match about $35,152 at 4% or $23,435 at 6%; with 100% employer match about $26,364 at 4% or $17,576 at 6%.
2016215$1,369,541$282,516$18,834iApproximate average salary by contribution assumption: employee only about $470,860 at 4% or $313,907 at 6%; with 50% employer match about $313,907 at 4% or $209,271 at 6%; with 100% employer match about $235,430 at 4% or $156,953 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-15$1,020,869$236,192$15,746iApproximate average salary by contribution assumption: employee only about $393,653 at 4% or $262,436 at 6%; with 50% employer match about $262,436 at 4% or $174,957 at 6%; with 100% employer match about $196,827 at 4% or $131,218 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-15$348,672$46,324$3,088iApproximate average salary by contribution assumption: employee only about $77,207 at 4% or $51,471 at 6%; with 50% employer match about $51,471 at 4% or $34,314 at 6%; with 100% employer match about $38,603 at 4% or $25,736 at 6%.
2015211$1,042,599$268,228$24,384iApproximate average salary by contribution assumption: employee only about $609,609 at 4% or $406,406 at 6%; with 50% employer match about $406,406 at 4% or $270,937 at 6%; with 100% employer match about $304,805 at 4% or $203,203 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-11$769,888$236,413$21,492iApproximate average salary by contribution assumption: employee only about $537,302 at 4% or $358,202 at 6%; with 50% employer match about $358,202 at 4% or $238,801 at 6%; with 100% employer match about $268,651 at 4% or $179,101 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-11$272,711$31,815$2,892iApproximate average salary by contribution assumption: employee only about $72,307 at 4% or $48,205 at 6%; with 50% employer match about $48,205 at 4% or $32,136 at 6%; with 100% employer match about $36,153 at 4% or $24,102 at 6%.
2014211$803,939$272,831$24,803iApproximate average salary by contribution assumption: employee only about $620,070 at 4% or $413,380 at 6%; with 50% employer match about $413,380 at 4% or $275,587 at 6%; with 100% employer match about $310,035 at 4% or $206,690 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-10$555,656$233,047$23,305iApproximate average salary by contribution assumption: employee only about $582,618 at 4% or $388,412 at 6%; with 50% employer match about $388,412 at 4% or $258,941 at 6%; with 100% employer match about $291,309 at 4% or $194,206 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-11$248,283$39,784$3,617iApproximate average salary by contribution assumption: employee only about $90,418 at 4% or $60,279 at 6%; with 50% employer match about $60,279 at 4% or $40,186 at 6%; with 100% employer match about $45,209 at 4% or $30,139 at 6%.
2013211$516,408$257,392$23,399iApproximate average salary by contribution assumption: employee only about $584,982 at 4% or $389,988 at 6%; with 50% employer match about $389,988 at 4% or $259,992 at 6%; with 100% employer match about $292,491 at 4% or $194,994 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-11$317,400$184,882$16,807iApproximate average salary by contribution assumption: employee only about $420,186 at 4% or $280,124 at 6%; with 50% employer match about $280,124 at 4% or $186,749 at 6%; with 100% employer match about $210,093 at 4% or $140,062 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-11$199,008$72,510$6,592iApproximate average salary by contribution assumption: employee only about $164,795 at 4% or $109,864 at 6%; with 50% employer match about $109,864 at 4% or $73,242 at 6%; with 100% employer match about $82,398 at 4% or $54,932 at 6%.
201228$227,845$167,574$20,947iApproximate average salary by contribution assumption: employee only about $523,669 at 4% or $349,113 at 6%; with 50% employer match about $349,113 at 4% or $232,742 at 6%; with 100% employer match about $261,834 at 4% or $174,556 at 6%.
SHELDON JORDAN, M.D., INC. DEFINED BENEFIT PLAN-8$116,287$116,287$14,536iApproximate average salary by contribution assumption: employee only about $363,397 at 4% or $242,265 at 6%; with 50% employer match about $242,265 at 4% or $161,510 at 6%; with 100% employer match about $181,698 at 4% or $121,132 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-8$111,558$51,287$6,411iApproximate average salary by contribution assumption: employee only about $160,272 at 4% or $106,848 at 6%; with 50% employer match about $106,848 at 4% or $71,232 at 6%; with 100% employer match about $80,136 at 4% or $53,424 at 6%.
201118$62,821$62,821$7,853iApproximate average salary by contribution assumption: employee only about $196,316 at 4% or $130,877 at 6%; with 50% employer match about $130,877 at 4% or $87,251 at 6%; with 100% employer match about $98,158 at 4% or $65,439 at 6%.
Sheldon Jordan, M.D. Inc. 401(K) Profit Sharing Plan-8$62,821$62,821$7,853iApproximate average salary by contribution assumption: employee only about $196,316 at 4% or $130,877 at 6%; with 50% employer match about $130,877 at 4% or $87,251 at 6%; with 100% employer match about $98,158 at 4% or $65,439 at 6%.
201010$0$0-
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-0---
200916$420,636$0-
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-6$420,636--
200716$0$0-
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-6---
200616$0$0-
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-6---
200417$351,510$56,457$8,065iApproximate average salary by contribution assumption: employee only about $201,632 at 4% or $134,421 at 6%; with 50% employer match about $134,421 at 4% or $89,614 at 6%; with 100% employer match about $100,816 at 4% or $67,211 at 6%.
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-7$351,510$56,457$8,065iApproximate average salary by contribution assumption: employee only about $201,632 at 4% or $134,421 at 6%; with 50% employer match about $134,421 at 4% or $89,614 at 6%; with 100% employer match about $100,816 at 4% or $67,211 at 6%.
200215$0$0-
Sheldon Jordan, M.D. Inc. Profit Sharing Plan-5---