Civic Intelligence

James C Lisak, MD

Plan context: James C Lisak, MD., Keogh Profit Sharing Plan

EIN 04-2965446 • North Dartmouth, MA • 53 filings • 30 plans

360 Faunce Corner Rd Unit 3North Dartmouth, MA 02747-6242
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$972,643

2024 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$972,643$486,322$0199920122024YearValue
$972,643Latest year 2024

Participants Over Time

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

210199920122024YearValue
2Latest 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
202422$972,643$5,000$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%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$557,388--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$415,255$5,000$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%.
202322$919,578$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$528,632--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$390,946$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
202222$874,653$4,700$2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$506,504--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$368,149$4,700$2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%.
202122$865,290$4,600$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$502,756--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$362,534$4,600$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
202022$823,601$4,600$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$470,851--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$352,750$4,600$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
201922$807,473$4,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$462,317--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$345,156$4,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
201822$784,478$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$451,129--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$333,349$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201722$767,154$4,300$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$444,025--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$323,129$4,300$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
201622$751,008$4,212$2,106iApproximate average salary by contribution assumption: employee only about $52,650 at 4% or $35,100 at 6%; with 50% employer match about $35,100 at 4% or $23,400 at 6%; with 100% employer match about $26,325 at 4% or $17,550 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$437,217--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$313,791$4,212$2,106iApproximate average salary by contribution assumption: employee only about $52,650 at 4% or $35,100 at 6%; with 50% employer match about $35,100 at 4% or $23,400 at 6%; with 100% employer match about $26,325 at 4% or $17,550 at 6%.
201522$736,084$5,198$2,599iApproximate average salary by contribution assumption: employee only about $64,975 at 4% or $43,317 at 6%; with 50% employer match about $43,317 at 4% or $28,878 at 6%; with 100% employer match about $32,488 at 4% or $21,658 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$431,152--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$304,932$5,198$2,599iApproximate average salary by contribution assumption: employee only about $64,975 at 4% or $43,317 at 6%; with 50% employer match about $43,317 at 4% or $28,878 at 6%; with 100% employer match about $32,488 at 4% or $21,658 at 6%.
201422$720,346$5,463$2,732iApproximate average salary by contribution assumption: employee only about $68,288 at 4% or $45,525 at 6%; with 50% employer match about $45,525 at 4% or $30,350 at 6%; with 100% employer match about $34,144 at 4% or $22,763 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$425,198--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$295,148$5,463$2,732iApproximate average salary by contribution assumption: employee only about $68,288 at 4% or $45,525 at 6%; with 50% employer match about $45,525 at 4% or $30,350 at 6%; with 100% employer match about $34,144 at 4% or $22,763 at 6%.
201322$707,487$7,633$3,817iApproximate average salary by contribution assumption: employee only about $95,413 at 4% or $63,608 at 6%; with 50% employer match about $63,608 at 4% or $42,406 at 6%; with 100% employer match about $47,706 at 4% or $31,804 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$420,081--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$287,406$7,633$3,817iApproximate average salary by contribution assumption: employee only about $95,413 at 4% or $63,608 at 6%; with 50% employer match about $63,608 at 4% or $42,406 at 6%; with 100% employer match about $47,706 at 4% or $31,804 at 6%.
201222$697,104$7,577$3,789iApproximate average salary by contribution assumption: employee only about $94,713 at 4% or $63,142 at 6%; with 50% employer match about $63,142 at 4% or $42,094 at 6%; with 100% employer match about $47,356 at 4% or $31,571 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$417,360--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$279,744$7,577$3,789iApproximate average salary by contribution assumption: employee only about $94,713 at 4% or $63,142 at 6%; with 50% employer match about $63,142 at 4% or $42,094 at 6%; with 100% employer match about $47,356 at 4% or $31,571 at 6%.
201122$681,200$7,658$3,829iApproximate average salary by contribution assumption: employee only about $95,725 at 4% or $63,817 at 6%; with 50% employer match about $63,817 at 4% or $42,544 at 6%; with 100% employer match about $47,863 at 4% or $31,908 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$410,717--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$270,483$7,658$3,829iApproximate average salary by contribution assumption: employee only about $95,725 at 4% or $63,817 at 6%; with 50% employer match about $63,817 at 4% or $42,544 at 6%; with 100% employer match about $47,863 at 4% or $31,908 at 6%.
201032$662,342$14,667$7,334iApproximate average salary by contribution assumption: employee only about $183,338 at 4% or $122,225 at 6%; with 50% employer match about $122,225 at 4% or $81,483 at 6%; with 100% employer match about $91,669 at 4% or $61,113 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$403,508--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$258,834$10,733$5,367iApproximate average salary by contribution assumption: employee only about $134,163 at 4% or $89,442 at 6%; with 50% employer match about $89,442 at 4% or $59,628 at 6%; with 100% employer match about $67,081 at 4% or $44,721 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2-$3,934$1,967iApproximate average salary by contribution assumption: employee only about $49,175 at 4% or $32,783 at 6%; with 50% employer match about $32,783 at 4% or $21,856 at 6%; with 100% employer match about $24,588 at 4% or $16,392 at 6%.
200922$638,433$11,818$5,909iApproximate average salary by contribution assumption: employee only about $147,725 at 4% or $98,483 at 6%; with 50% employer match about $98,483 at 4% or $65,656 at 6%; with 100% employer match about $73,863 at 4% or $49,242 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$393,968--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$244,465$11,818$5,909iApproximate average salary by contribution assumption: employee only about $147,725 at 4% or $98,483 at 6%; with 50% employer match about $98,483 at 4% or $65,656 at 6%; with 100% employer match about $73,863 at 4% or $49,242 at 6%.
200822$602,615$11,800$5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$377,064--
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$225,551$11,800$5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%.
200722$0$0-
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2---
James C Lisak, MD., Keogh Profit Sharing Plan-2---
200622$532,246$8,628$4,314iApproximate average salary by contribution assumption: employee only about $107,850 at 4% or $71,900 at 6%; with 50% employer match about $71,900 at 4% or $47,933 at 6%; with 100% employer match about $53,925 at 4% or $35,950 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$339,288$5,177$2,589iApproximate average salary by contribution assumption: employee only about $64,713 at 4% or $43,142 at 6%; with 50% employer match about $43,142 at 4% or $28,761 at 6%; with 100% employer match about $32,356 at 4% or $21,571 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$192,958$3,451$1,726iApproximate average salary by contribution assumption: employee only about $43,138 at 4% or $28,758 at 6%; with 50% employer match about $28,758 at 4% or $19,172 at 6%; with 100% employer match about $21,569 at 4% or $14,379 at 6%.
200522$504,862$26,160$13,080iApproximate average salary by contribution assumption: employee only about $327,000 at 4% or $218,000 at 6%; with 50% employer match about $218,000 at 4% or $145,333 at 6%; with 100% employer match about $163,500 at 4% or $109,000 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$321,412$15,696$7,848iApproximate average salary by contribution assumption: employee only about $196,200 at 4% or $130,800 at 6%; with 50% employer match about $130,800 at 4% or $87,200 at 6%; with 100% employer match about $98,100 at 4% or $65,400 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$183,450$10,464$5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%.
200422$460,987$24,751$12,376iApproximate average salary by contribution assumption: employee only about $309,388 at 4% or $206,258 at 6%; with 50% employer match about $206,258 at 4% or $137,506 at 6%; with 100% employer match about $154,694 at 4% or $103,129 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$293,818$14,708$7,354iApproximate average salary by contribution assumption: employee only about $183,850 at 4% or $122,567 at 6%; with 50% employer match about $122,567 at 4% or $81,711 at 6%; with 100% employer match about $91,925 at 4% or $61,283 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$167,169$10,043$5,022iApproximate average salary by contribution assumption: employee only about $125,538 at 4% or $83,692 at 6%; with 50% employer match about $83,692 at 4% or $55,794 at 6%; with 100% employer match about $62,769 at 4% or $41,846 at 6%.
200322$431,848$31,531$15,766iApproximate average salary by contribution assumption: employee only about $394,138 at 4% or $262,758 at 6%; with 50% employer match about $262,758 at 4% or $175,172 at 6%; with 100% employer match about $197,069 at 4% or $131,379 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$277,563$18,984$9,492iApproximate average salary by contribution assumption: employee only about $237,300 at 4% or $158,200 at 6%; with 50% employer match about $158,200 at 4% or $105,467 at 6%; with 100% employer match about $118,650 at 4% or $79,100 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$154,285$12,547$6,274iApproximate average salary by contribution assumption: employee only about $156,838 at 4% or $104,558 at 6%; with 50% employer match about $104,558 at 4% or $69,706 at 6%; with 100% employer match about $78,419 at 4% or $52,279 at 6%.
200222$395,188$37,007$18,504iApproximate average salary by contribution assumption: employee only about $462,588 at 4% or $308,392 at 6%; with 50% employer match about $308,392 at 4% or $205,594 at 6%; with 100% employer match about $231,294 at 4% or $154,196 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$254,695$22,204$11,102iApproximate average salary by contribution assumption: employee only about $277,550 at 4% or $185,033 at 6%; with 50% employer match about $185,033 at 4% or $123,356 at 6%; with 100% employer match about $138,775 at 4% or $92,517 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$140,493$14,803$7,402iApproximate average salary by contribution assumption: employee only about $185,038 at 4% or $123,358 at 6%; with 50% employer match about $123,358 at 4% or $82,239 at 6%; with 100% employer match about $92,519 at 4% or $61,679 at 6%.
200122$406,780$37,007$18,504iApproximate average salary by contribution assumption: employee only about $462,588 at 4% or $308,392 at 6%; with 50% employer match about $308,392 at 4% or $205,594 at 6%; with 100% employer match about $231,294 at 4% or $154,196 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$271,571$22,204$11,102iApproximate average salary by contribution assumption: employee only about $277,550 at 4% or $185,033 at 6%; with 50% employer match about $185,033 at 4% or $123,356 at 6%; with 100% employer match about $138,775 at 4% or $92,517 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$135,209$14,803$7,402iApproximate average salary by contribution assumption: employee only about $185,038 at 4% or $123,358 at 6%; with 50% employer match about $123,358 at 4% or $82,239 at 6%; with 100% employer match about $92,519 at 4% or $61,679 at 6%.
200022$355,914$33,325$16,663iApproximate average salary by contribution assumption: employee only about $416,563 at 4% or $277,708 at 6%; with 50% employer match about $277,708 at 4% or $185,139 at 6%; with 100% employer match about $208,281 at 4% or $138,854 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$240,179$19,995$9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$115,735$13,330$6,665iApproximate average salary by contribution assumption: employee only about $166,625 at 4% or $111,083 at 6%; with 50% employer match about $111,083 at 4% or $74,056 at 6%; with 100% employer match about $83,313 at 4% or $55,542 at 6%.
199922$300,735$26,907$13,454iApproximate average salary by contribution assumption: employee only about $336,338 at 4% or $224,225 at 6%; with 50% employer match about $224,225 at 4% or $149,483 at 6%; with 100% employer match about $168,169 at 4% or $112,113 at 6%.
James C Lisak, MD., Keogh Profit Sharing Plan-2$206,124$16,144$8,072iApproximate average salary by contribution assumption: employee only about $201,800 at 4% or $134,533 at 6%; with 50% employer match about $134,533 at 4% or $89,689 at 6%; with 100% employer match about $100,900 at 4% or $67,267 at 6%.
James C. Lisak, MD, Keogh Money Purchase Pension Plan-2$94,611$10,763$5,382iApproximate average salary by contribution assumption: employee only about $134,538 at 4% or $89,692 at 6%; with 50% employer match about $89,692 at 4% or $59,794 at 6%; with 100% employer match about $67,269 at 4% or $44,846 at 6%.