Civic Intelligence

Lydia M. Evans, M.D.

Plan context: Lydia M. Evans, M.D. Incentive Savings Trust

EIN 06-1430466 • Chappaqua, NY • 36 filings • 4 plans

229 King StreetChappaqua, NY 10514
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,920,685

2024 Contributions

$79,390

Historical Graphs

Total Assets Over Time

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

$5,348,824$2,674,412$0200220142024YearValue
$1,920,685Latest year 2024

Participants Over Time

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

320200220142024YearValue
3Latest 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
202413$1,920,685$79,390$26,463iApproximate average salary by contribution assumption: employee only about $661,583 at 4% or $441,056 at 6%; with 50% employer match about $441,056 at 4% or $294,037 at 6%; with 100% employer match about $330,792 at 4% or $220,528 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-3$1,920,685$79,390$26,463iApproximate average salary by contribution assumption: employee only about $661,583 at 4% or $441,056 at 6%; with 50% employer match about $441,056 at 4% or $294,037 at 6%; with 100% employer match about $330,792 at 4% or $220,528 at 6%.
202312$1,803,612$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,803,612$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
202212$1,523,613$103,310$51,655iApproximate average salary by contribution assumption: employee only about $1,291,375 at 4% or $860,917 at 6%; with 50% employer match about $860,917 at 4% or $573,944 at 6%; with 100% employer match about $645,688 at 4% or $430,458 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,523,613$103,310$51,655iApproximate average salary by contribution assumption: employee only about $1,291,375 at 4% or $860,917 at 6%; with 50% employer match about $860,917 at 4% or $573,944 at 6%; with 100% employer match about $645,688 at 4% or $430,458 at 6%.
202112$1,806,815$100,104$50,052iApproximate average salary by contribution assumption: employee only about $1,251,300 at 4% or $834,200 at 6%; with 50% employer match about $834,200 at 4% or $556,133 at 6%; with 100% employer match about $625,650 at 4% or $417,100 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,806,815$100,104$50,052iApproximate average salary by contribution assumption: employee only about $1,251,300 at 4% or $834,200 at 6%; with 50% employer match about $834,200 at 4% or $556,133 at 6%; with 100% employer match about $625,650 at 4% or $417,100 at 6%.
202012$2,069,538$88,445$44,223iApproximate average salary by contribution assumption: employee only about $1,105,563 at 4% or $737,042 at 6%; with 50% employer match about $737,042 at 4% or $491,361 at 6%; with 100% employer match about $552,781 at 4% or $368,521 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$2,069,538$88,445$44,223iApproximate average salary by contribution assumption: employee only about $1,105,563 at 4% or $737,042 at 6%; with 50% employer match about $737,042 at 4% or $491,361 at 6%; with 100% employer match about $552,781 at 4% or $368,521 at 6%.
201912$1,742,108$106,300$53,150iApproximate average salary by contribution assumption: employee only about $1,328,750 at 4% or $885,833 at 6%; with 50% employer match about $885,833 at 4% or $590,556 at 6%; with 100% employer match about $664,375 at 4% or $442,917 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,742,108$106,300$53,150iApproximate average salary by contribution assumption: employee only about $1,328,750 at 4% or $885,833 at 6%; with 50% employer match about $885,833 at 4% or $590,556 at 6%; with 100% employer match about $664,375 at 4% or $442,917 at 6%.
201822$1,708,900$56,027$28,014iApproximate average salary by contribution assumption: employee only about $700,338 at 4% or $466,892 at 6%; with 50% employer match about $466,892 at 4% or $311,261 at 6%; with 100% employer match about $350,169 at 4% or $233,446 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,708,900$56,027$28,014iApproximate average salary by contribution assumption: employee only about $700,338 at 4% or $466,892 at 6%; with 50% employer match about $466,892 at 4% or $311,261 at 6%; with 100% employer match about $350,169 at 4% or $233,446 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-0$0$0-
201722$5,348,824$309,600$154,800iApproximate average salary by contribution assumption: employee only about $3,870,000 at 4% or $2,580,000 at 6%; with 50% employer match about $2,580,000 at 4% or $1,720,000 at 6%; with 100% employer match about $1,935,000 at 4% or $1,290,000 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$3,625,127$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,723,697$69,600$34,800iApproximate average salary by contribution assumption: employee only about $870,000 at 4% or $580,000 at 6%; with 50% employer match about $580,000 at 4% or $386,667 at 6%; with 100% employer match about $435,000 at 4% or $290,000 at 6%.
201622$4,490,172$469,210$234,605iApproximate average salary by contribution assumption: employee only about $5,865,125 at 4% or $3,910,083 at 6%; with 50% employer match about $3,910,083 at 4% or $2,606,722 at 6%; with 100% employer match about $2,932,563 at 4% or $1,955,042 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$3,031,901$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,458,271$69,210$34,605iApproximate average salary by contribution assumption: employee only about $865,125 at 4% or $576,750 at 6%; with 50% employer match about $576,750 at 4% or $384,500 at 6%; with 100% employer match about $432,563 at 4% or $288,375 at 6%.
201522$3,671,193$469,120$234,560iApproximate average salary by contribution assumption: employee only about $5,864,000 at 4% or $3,909,333 at 6%; with 50% employer match about $3,909,333 at 4% or $2,606,222 at 6%; with 100% employer match about $2,932,000 at 4% or $1,954,667 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$2,382,933$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,288,260$69,120$34,560iApproximate average salary by contribution assumption: employee only about $864,000 at 4% or $576,000 at 6%; with 50% employer match about $576,000 at 4% or $384,000 at 6%; with 100% employer match about $432,000 at 4% or $288,000 at 6%.
201422$3,424,973$391,806$195,903iApproximate average salary by contribution assumption: employee only about $4,897,575 at 4% or $3,265,050 at 6%; with 50% employer match about $3,265,050 at 4% or $2,176,700 at 6%; with 100% employer match about $2,448,788 at 4% or $1,632,525 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$2,127,942$325,106$162,553iApproximate average salary by contribution assumption: employee only about $4,063,825 at 4% or $2,709,217 at 6%; with 50% employer match about $2,709,217 at 4% or $1,806,144 at 6%; with 100% employer match about $2,031,913 at 4% or $1,354,608 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,297,031$66,700$33,350iApproximate average salary by contribution assumption: employee only about $833,750 at 4% or $555,833 at 6%; with 50% employer match about $555,833 at 4% or $370,556 at 6%; with 100% employer match about $416,875 at 4% or $277,917 at 6%.
201322$2,985,757$366,400$183,200iApproximate average salary by contribution assumption: employee only about $4,580,000 at 4% or $3,053,333 at 6%; with 50% employer match about $3,053,333 at 4% or $2,035,556 at 6%; with 100% employer match about $2,290,000 at 4% or $1,526,667 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$1,764,087$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,221,670$66,400$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
201222$2,566,019$344,650$172,325iApproximate average salary by contribution assumption: employee only about $4,308,125 at 4% or $2,872,083 at 6%; with 50% employer match about $2,872,083 at 4% or $1,914,722 at 6%; with 100% employer match about $2,154,063 at 4% or $1,436,042 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$1,481,666$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$1,084,353$64,650$32,325iApproximate average salary by contribution assumption: employee only about $808,125 at 4% or $538,750 at 6%; with 50% employer match about $538,750 at 4% or $359,167 at 6%; with 100% employer match about $404,063 at 4% or $269,375 at 6%.
201122$2,065,114$343,500$171,750iApproximate average salary by contribution assumption: employee only about $4,293,750 at 4% or $2,862,500 at 6%; with 50% employer match about $2,862,500 at 4% or $1,908,333 at 6%; with 100% employer match about $2,146,875 at 4% or $1,431,250 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$1,119,517$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$945,597$63,500$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
201022$1,728,454$273,380$136,690iApproximate average salary by contribution assumption: employee only about $3,417,250 at 4% or $2,278,167 at 6%; with 50% employer match about $2,278,167 at 4% or $1,518,778 at 6%; with 100% employer match about $1,708,625 at 4% or $1,139,083 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$914,939$63,380$31,690iApproximate average salary by contribution assumption: employee only about $792,250 at 4% or $528,167 at 6%; with 50% employer match about $528,167 at 4% or $352,111 at 6%; with 100% employer match about $396,125 at 4% or $264,083 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$813,515$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
200922$1,365,222$268,200$134,100iApproximate average salary by contribution assumption: employee only about $3,352,500 at 4% or $2,235,000 at 6%; with 50% employer match about $2,235,000 at 4% or $1,490,000 at 6%; with 100% employer match about $1,676,250 at 4% or $1,117,500 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$782,753$63,200$31,600iApproximate average salary by contribution assumption: employee only about $790,000 at 4% or $526,667 at 6%; with 50% employer match about $526,667 at 4% or $351,111 at 6%; with 100% employer match about $395,000 at 4% or $263,333 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$582,469$205,000$102,500iApproximate average salary by contribution assumption: employee only about $2,562,500 at 4% or $1,708,333 at 6%; with 50% employer match about $1,708,333 at 4% or $1,138,889 at 6%; with 100% employer match about $1,281,250 at 4% or $854,167 at 6%.
200822$1,028,930$868,820$434,410iApproximate average salary by contribution assumption: employee only about $10,860,250 at 4% or $7,240,167 at 6%; with 50% employer match about $7,240,167 at 4% or $4,826,778 at 6%; with 100% employer match about $5,430,125 at 4% or $3,620,083 at 6%.
Lydia M. Evans, M.D. Incentive Savings Trust-2$669,636$668,320$334,160iApproximate average salary by contribution assumption: employee only about $8,354,000 at 4% or $5,569,333 at 6%; with 50% employer match about $5,569,333 at 4% or $3,712,889 at 6%; with 100% employer match about $4,177,000 at 4% or $2,784,667 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$359,294$200,500$100,250iApproximate average salary by contribution assumption: employee only about $2,506,250 at 4% or $1,670,833 at 6%; with 50% employer match about $1,670,833 at 4% or $1,113,889 at 6%; with 100% employer match about $1,253,125 at 4% or $835,417 at 6%.
200712$348,012$166,575$83,288iApproximate average salary by contribution assumption: employee only about $2,082,188 at 4% or $1,388,125 at 6%; with 50% employer match about $1,388,125 at 4% or $925,417 at 6%; with 100% employer match about $1,041,094 at 4% or $694,063 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$348,012$166,575$83,288iApproximate average salary by contribution assumption: employee only about $2,082,188 at 4% or $1,388,125 at 6%; with 50% employer match about $1,388,125 at 4% or $925,417 at 6%; with 100% employer match about $1,041,094 at 4% or $694,063 at 6%.
200632$170,459$163,358$81,679iApproximate average salary by contribution assumption: employee only about $2,041,975 at 4% or $1,361,317 at 6%; with 50% employer match about $1,361,317 at 4% or $907,544 at 6%; with 100% employer match about $1,020,988 at 4% or $680,658 at 6%.
Lydia Evans, M.D. Defined Benefit Pension Trust-2$170,459$163,358$81,679iApproximate average salary by contribution assumption: employee only about $2,041,975 at 4% or $1,361,317 at 6%; with 50% employer match about $1,361,317 at 4% or $907,544 at 6%; with 100% employer match about $1,020,988 at 4% or $680,658 at 6%.
DR. LYDIA EVANS MONEY PURCHASE PENSION PLAN-0---
Dr. Lydia Evans Profit Sharing Plan-0---
200522$494,273$46,815$23,408iApproximate average salary by contribution assumption: employee only about $585,188 at 4% or $390,125 at 6%; with 50% employer match about $390,125 at 4% or $260,083 at 6%; with 100% employer match about $292,594 at 4% or $195,063 at 6%.
Dr. Lydia Evans Profit Sharing Plan-2$295,615$28,055$14,028iApproximate average salary by contribution assumption: employee only about $350,688 at 4% or $233,792 at 6%; with 50% employer match about $233,792 at 4% or $155,861 at 6%; with 100% employer match about $175,344 at 4% or $116,896 at 6%.
DR. LYDIA EVANS MONEY PURCHASE PENSION PLAN-2$198,658$18,760$9,380iApproximate average salary by contribution assumption: employee only about $234,500 at 4% or $156,333 at 6%; with 50% employer match about $156,333 at 4% or $104,222 at 6%; with 100% employer match about $117,250 at 4% or $78,167 at 6%.
200222$291,382$46,984$23,492iApproximate average salary by contribution assumption: employee only about $587,300 at 4% or $391,533 at 6%; with 50% employer match about $391,533 at 4% or $261,022 at 6%; with 100% employer match about $293,650 at 4% or $195,767 at 6%.
Dr. Lydia Evans Profit Sharing Plan-2$180,289$28,190$14,095iApproximate average salary by contribution assumption: employee only about $352,375 at 4% or $234,917 at 6%; with 50% employer match about $234,917 at 4% or $156,611 at 6%; with 100% employer match about $176,188 at 4% or $117,458 at 6%.
DR. LYDIA EVANS MONEY PURCHASE PENSION PLAN-2$111,093$18,794$9,397iApproximate average salary by contribution assumption: employee only about $234,925 at 4% or $156,617 at 6%; with 50% employer match about $156,617 at 4% or $104,411 at 6%; with 100% employer match about $117,463 at 4% or $78,308 at 6%.