Civic Intelligence

Joseph Upton, III, M.D.

Plan context: Joseph Upton, III, M.D. Retirement Plan

EIN 04-3014750 • Chestnut Hill, MA • 20 filings • 2 plans

PO Box 67191Chestnut Hill, MA 02467-0002
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,766,313

2018 Contributions

$67,526

Historical Graphs

Total Assets Over Time

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

$3,597,486$1,798,743$0199920092017YearValue
$2,766,313Latest year 2017

Participants Over Time

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

950199920082017YearValue
7Latest year 2017

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
201810$0$0-
Joseph Upton, III, M.D. Retirement Plan-0$0--
201717$2,766,313$67,526$9,647iApproximate average salary by contribution assumption: employee only about $241,164 at 4% or $160,776 at 6%; with 50% employer match about $160,776 at 4% or $107,184 at 6%; with 100% employer match about $120,582 at 4% or $80,388 at 6%.
Joseph Upton, III, M.D. Retirement Plan-7$2,766,313$67,526$9,647iApproximate average salary by contribution assumption: employee only about $241,164 at 4% or $160,776 at 6%; with 50% employer match about $160,776 at 4% or $107,184 at 6%; with 100% employer match about $120,582 at 4% or $80,388 at 6%.
201617$2,437,410$81,804$11,686iApproximate average salary by contribution assumption: employee only about $292,157 at 4% or $194,771 at 6%; with 50% employer match about $194,771 at 4% or $129,848 at 6%; with 100% employer match about $146,079 at 4% or $97,386 at 6%.
Joseph Upton, III, M.D. Retirement Plan-7$2,437,410$81,804$11,686iApproximate average salary by contribution assumption: employee only about $292,157 at 4% or $194,771 at 6%; with 50% employer match about $194,771 at 4% or $129,848 at 6%; with 100% employer match about $146,079 at 4% or $97,386 at 6%.
201519$2,550,659$64,864$7,207iApproximate average salary by contribution assumption: employee only about $180,178 at 4% or $120,119 at 6%; with 50% employer match about $120,119 at 4% or $80,079 at 6%; with 100% employer match about $90,089 at 4% or $60,059 at 6%.
Joseph Upton, III, M.D. Retirement Plan-9$2,550,659$64,864$7,207iApproximate average salary by contribution assumption: employee only about $180,178 at 4% or $120,119 at 6%; with 50% employer match about $120,119 at 4% or $80,079 at 6%; with 100% employer match about $90,089 at 4% or $60,059 at 6%.
201419$2,683,204$73,229$8,137iApproximate average salary by contribution assumption: employee only about $203,414 at 4% or $135,609 at 6%; with 50% employer match about $135,609 at 4% or $90,406 at 6%; with 100% employer match about $101,707 at 4% or $67,805 at 6%.
Joseph Upton, III, M.D. Retirement Plan-9$2,683,204$73,229$8,137iApproximate average salary by contribution assumption: employee only about $203,414 at 4% or $135,609 at 6%; with 50% employer match about $135,609 at 4% or $90,406 at 6%; with 100% employer match about $101,707 at 4% or $67,805 at 6%.
201319$2,604,769$67,795$7,533iApproximate average salary by contribution assumption: employee only about $188,319 at 4% or $125,546 at 6%; with 50% employer match about $125,546 at 4% or $83,698 at 6%; with 100% employer match about $94,160 at 4% or $62,773 at 6%.
Joseph Upton, III, M.D. Retirement Plan-9$2,604,769$67,795$7,533iApproximate average salary by contribution assumption: employee only about $188,319 at 4% or $125,546 at 6%; with 50% employer match about $125,546 at 4% or $83,698 at 6%; with 100% employer match about $94,160 at 4% or $62,773 at 6%.
201218$2,321,720$60,324$7,541iApproximate average salary by contribution assumption: employee only about $188,513 at 4% or $125,675 at 6%; with 50% employer match about $125,675 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,838 at 6%.
Joseph Upton, III, M.D. Retirement Plan-8$2,321,720$60,324$7,541iApproximate average salary by contribution assumption: employee only about $188,513 at 4% or $125,675 at 6%; with 50% employer match about $125,675 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,838 at 6%.
201119$3,597,486$65,883$7,320iApproximate average salary by contribution assumption: employee only about $183,008 at 4% or $122,006 at 6%; with 50% employer match about $122,006 at 4% or $81,337 at 6%; with 100% employer match about $91,504 at 4% or $61,003 at 6%.
Joseph Upton, III, M.D. Retirement Plan-9$3,597,486$65,883$7,320iApproximate average salary by contribution assumption: employee only about $183,008 at 4% or $122,006 at 6%; with 50% employer match about $122,006 at 4% or $81,337 at 6%; with 100% employer match about $91,504 at 4% or $61,003 at 6%.
201018$3,525,285$65,636$8,205iApproximate average salary by contribution assumption: employee only about $205,113 at 4% or $136,742 at 6%; with 50% employer match about $136,742 at 4% or $91,161 at 6%; with 100% employer match about $102,556 at 4% or $68,371 at 6%.
Joseph Upton, III, M.D. Retirement Plan-8$3,525,285$65,636$8,205iApproximate average salary by contribution assumption: employee only about $205,113 at 4% or $136,742 at 6%; with 50% employer match about $136,742 at 4% or $91,161 at 6%; with 100% employer match about $102,556 at 4% or $68,371 at 6%.
200918$3,198,258$62,644$7,831iApproximate average salary by contribution assumption: employee only about $195,763 at 4% or $130,508 at 6%; with 50% employer match about $130,508 at 4% or $87,006 at 6%; with 100% employer match about $97,881 at 4% or $65,254 at 6%.
Joseph Upton, III, M.D. Retirement Plan-8$3,198,258$62,644$7,831iApproximate average salary by contribution assumption: employee only about $195,763 at 4% or $130,508 at 6%; with 50% employer match about $130,508 at 4% or $87,006 at 6%; with 100% employer match about $97,881 at 4% or $65,254 at 6%.
200813$2,601,552$56,902$18,967iApproximate average salary by contribution assumption: employee only about $474,183 at 4% or $316,122 at 6%; with 50% employer match about $316,122 at 4% or $210,748 at 6%; with 100% employer match about $237,092 at 4% or $158,061 at 6%.
Joseph Upton, III, M.D. Retirement Plan-3$2,601,552$56,902$18,967iApproximate average salary by contribution assumption: employee only about $474,183 at 4% or $316,122 at 6%; with 50% employer match about $316,122 at 4% or $210,748 at 6%; with 100% employer match about $237,092 at 4% or $158,061 at 6%.
200714$0$0-
Joseph Upton, III, M.D. Retirement Plan-4---
200614$3,492,281$87,301$21,825iApproximate average salary by contribution assumption: employee only about $545,631 at 4% or $363,754 at 6%; with 50% employer match about $363,754 at 4% or $242,503 at 6%; with 100% employer match about $272,816 at 4% or $181,877 at 6%.
Joseph Upton, III, M.D. Retirement Plan-4$3,492,281$87,301$21,825iApproximate average salary by contribution assumption: employee only about $545,631 at 4% or $363,754 at 6%; with 50% employer match about $363,754 at 4% or $242,503 at 6%; with 100% employer match about $272,816 at 4% or $181,877 at 6%.
200513$2,800,128$74,238$24,746iApproximate average salary by contribution assumption: employee only about $618,650 at 4% or $412,433 at 6%; with 50% employer match about $412,433 at 4% or $274,956 at 6%; with 100% employer match about $309,325 at 4% or $206,217 at 6%.
Joseph Upton, III, M.D. Retirement Plan-3$2,800,128$74,238$24,746iApproximate average salary by contribution assumption: employee only about $618,650 at 4% or $412,433 at 6%; with 50% employer match about $412,433 at 4% or $274,956 at 6%; with 100% employer match about $309,325 at 4% or $206,217 at 6%.
200413$2,465,586$51,809$17,270iApproximate average salary by contribution assumption: employee only about $431,742 at 4% or $287,828 at 6%; with 50% employer match about $287,828 at 4% or $191,885 at 6%; with 100% employer match about $215,871 at 4% or $143,914 at 6%.
Joseph Upton, III, M.D. Retirement Plan-3$2,465,586$51,809$17,270iApproximate average salary by contribution assumption: employee only about $431,742 at 4% or $287,828 at 6%; with 50% employer match about $287,828 at 4% or $191,885 at 6%; with 100% employer match about $215,871 at 4% or $143,914 at 6%.
200313$2,092,157$51,809$17,270iApproximate average salary by contribution assumption: employee only about $431,742 at 4% or $287,828 at 6%; with 50% employer match about $287,828 at 4% or $191,885 at 6%; with 100% employer match about $215,871 at 4% or $143,914 at 6%.
Joseph Upton, III, M.D. Retirement Plan-3$2,092,157$51,809$17,270iApproximate average salary by contribution assumption: employee only about $431,742 at 4% or $287,828 at 6%; with 50% employer match about $287,828 at 4% or $191,885 at 6%; with 100% employer match about $215,871 at 4% or $143,914 at 6%.
200213$1,663,487$53,929$17,976iApproximate average salary by contribution assumption: employee only about $449,408 at 4% or $299,606 at 6%; with 50% employer match about $299,606 at 4% or $199,737 at 6%; with 100% employer match about $224,704 at 4% or $149,803 at 6%.
Joseph Upton, III, M.D. Retirement Plan-3$1,663,487$53,929$17,976iApproximate average salary by contribution assumption: employee only about $449,408 at 4% or $299,606 at 6%; with 50% employer match about $299,606 at 4% or $199,737 at 6%; with 100% employer match about $224,704 at 4% or $149,803 at 6%.
200114$1,906,965$42,690$10,673iApproximate average salary by contribution assumption: employee only about $266,813 at 4% or $177,875 at 6%; with 50% employer match about $177,875 at 4% or $118,583 at 6%; with 100% employer match about $133,406 at 4% or $88,938 at 6%.
Joseph Upton, III, M.D. Retirement Plan-4$1,906,965$42,690$10,673iApproximate average salary by contribution assumption: employee only about $266,813 at 4% or $177,875 at 6%; with 50% employer match about $177,875 at 4% or $118,583 at 6%; with 100% employer match about $133,406 at 4% or $88,938 at 6%.
200014$0$0-
Joseph Upton, III, M.D. Retirement Plan-4---
199916$2,140,720$44,383$7,397iApproximate average salary by contribution assumption: employee only about $184,929 at 4% or $123,286 at 6%; with 50% employer match about $123,286 at 4% or $82,191 at 6%; with 100% employer match about $92,465 at 4% or $61,643 at 6%.
Joseph Upton, III, M.D. Retirement Plan-6$2,140,720$44,383$7,397iApproximate average salary by contribution assumption: employee only about $184,929 at 4% or $123,286 at 6%; with 50% employer match about $123,286 at 4% or $82,191 at 6%; with 100% employer match about $92,465 at 4% or $61,643 at 6%.