Civic Intelligence

Joseph Aferzon, MD LLC

Plan context: Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan

EIN 06-1513669 • Portland, CT • 28 filings • 6 plans

595 Main St.Portland, CT 06480
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$506,791

2023 Contributions

$51,416

Historical Graphs

Total Assets Over Time

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

$4,235,532$2,117,766$0200020162023YearValue
$506,791Latest year 2023

Participants Over Time

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

1790200020152023YearValue
7Latest year 2023

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
202317$506,791$51,416$7,345iApproximate average salary by contribution assumption: employee only about $183,629 at 4% or $122,419 at 6%; with 50% employer match about $122,419 at 4% or $81,613 at 6%; with 100% employer match about $91,814 at 4% or $61,210 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-7$506,791$51,416$7,345iApproximate average salary by contribution assumption: employee only about $183,629 at 4% or $122,419 at 6%; with 50% employer match about $122,419 at 4% or $81,613 at 6%; with 100% employer match about $91,814 at 4% or $61,210 at 6%.
2022116$822,675$82,120$5,133iApproximate average salary by contribution assumption: employee only about $128,313 at 4% or $85,542 at 6%; with 50% employer match about $85,542 at 4% or $57,028 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$822,675$82,120$5,133iApproximate average salary by contribution assumption: employee only about $128,313 at 4% or $85,542 at 6%; with 50% employer match about $85,542 at 4% or $57,028 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%.
2021116$742,965$66,155$4,135iApproximate average salary by contribution assumption: employee only about $103,367 at 4% or $68,911 at 6%; with 50% employer match about $68,911 at 4% or $45,941 at 6%; with 100% employer match about $51,684 at 4% or $34,456 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$742,965$66,155$4,135iApproximate average salary by contribution assumption: employee only about $103,367 at 4% or $68,911 at 6%; with 50% employer match about $68,911 at 4% or $45,941 at 6%; with 100% employer match about $51,684 at 4% or $34,456 at 6%.
2020116$810,717$64,853$4,053iApproximate average salary by contribution assumption: employee only about $101,333 at 4% or $67,555 at 6%; with 50% employer match about $67,555 at 4% or $45,037 at 6%; with 100% employer match about $50,666 at 4% or $33,778 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$810,717$64,853$4,053iApproximate average salary by contribution assumption: employee only about $101,333 at 4% or $67,555 at 6%; with 50% employer match about $67,555 at 4% or $45,037 at 6%; with 100% employer match about $50,666 at 4% or $33,778 at 6%.
2019116$780,206$63,946$3,997iApproximate average salary by contribution assumption: employee only about $99,916 at 4% or $66,610 at 6%; with 50% employer match about $66,610 at 4% or $44,407 at 6%; with 100% employer match about $49,958 at 4% or $33,305 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$780,206$63,946$3,997iApproximate average salary by contribution assumption: employee only about $99,916 at 4% or $66,610 at 6%; with 50% employer match about $66,610 at 4% or $44,407 at 6%; with 100% employer match about $49,958 at 4% or $33,305 at 6%.
2018116$647,906$61,607$3,850iApproximate average salary by contribution assumption: employee only about $96,261 at 4% or $64,174 at 6%; with 50% employer match about $64,174 at 4% or $42,783 at 6%; with 100% employer match about $48,130 at 4% or $32,087 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$647,906$61,607$3,850iApproximate average salary by contribution assumption: employee only about $96,261 at 4% or $64,174 at 6%; with 50% employer match about $64,174 at 4% or $42,783 at 6%; with 100% employer match about $48,130 at 4% or $32,087 at 6%.
2017117$543,916$50,394$2,964iApproximate average salary by contribution assumption: employee only about $74,109 at 4% or $49,406 at 6%; with 50% employer match about $49,406 at 4% or $32,937 at 6%; with 100% employer match about $37,054 at 4% or $24,703 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-17$543,916$50,394$2,964iApproximate average salary by contribution assumption: employee only about $74,109 at 4% or $49,406 at 6%; with 50% employer match about $49,406 at 4% or $32,937 at 6%; with 100% employer match about $37,054 at 4% or $24,703 at 6%.
2016216$451,515$60,460$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,979 at 6%; with 50% employer match about $62,979 at 4% or $41,986 at 6%; with 100% employer match about $47,234 at 4% or $31,490 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-16$451,515$60,460$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,979 at 6%; with 50% employer match about $62,979 at 4% or $41,986 at 6%; with 100% employer match about $47,234 at 4% or $31,490 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-0---
2015215$3,503,014$34,712$2,314iApproximate average salary by contribution assumption: employee only about $57,853 at 4% or $38,569 at 6%; with 50% employer match about $38,569 at 4% or $25,713 at 6%; with 100% employer match about $28,927 at 4% or $19,284 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-7$3,161,967--
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-15$341,047$34,712$2,314iApproximate average salary by contribution assumption: employee only about $57,853 at 4% or $38,569 at 6%; with 50% employer match about $38,569 at 4% or $25,713 at 6%; with 100% employer match about $28,927 at 4% or $19,284 at 6%.
2014212$3,231,301$45,443$3,787iApproximate average salary by contribution assumption: employee only about $94,673 at 4% or $63,115 at 6%; with 50% employer match about $63,115 at 4% or $42,077 at 6%; with 100% employer match about $47,336 at 4% or $31,558 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-7$2,937,284--
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-12$294,017$45,443$3,787iApproximate average salary by contribution assumption: employee only about $94,673 at 4% or $63,115 at 6%; with 50% employer match about $63,115 at 4% or $42,077 at 6%; with 100% employer match about $47,336 at 4% or $31,558 at 6%.
2013212$4,235,532$54,673$4,556iApproximate average salary by contribution assumption: employee only about $113,902 at 4% or $75,935 at 6%; with 50% employer match about $75,935 at 4% or $50,623 at 6%; with 100% employer match about $56,951 at 4% or $37,967 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-12$3,900,536$0-
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-12$334,996$54,673$4,556iApproximate average salary by contribution assumption: employee only about $113,902 at 4% or $75,935 at 6%; with 50% employer match about $75,935 at 4% or $50,623 at 6%; with 100% employer match about $56,951 at 4% or $37,967 at 6%.
2012211$3,994,061$312,611$28,419iApproximate average salary by contribution assumption: employee only about $710,480 at 4% or $473,653 at 6%; with 50% employer match about $473,653 at 4% or $315,769 at 6%; with 100% employer match about $355,240 at 4% or $236,827 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-11$3,718,829$251,088$22,826iApproximate average salary by contribution assumption: employee only about $570,655 at 4% or $380,436 at 6%; with 50% employer match about $380,436 at 4% or $253,624 at 6%; with 100% employer match about $285,327 at 4% or $190,218 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-11$275,232$61,523$5,593iApproximate average salary by contribution assumption: employee only about $139,825 at 4% or $93,217 at 6%; with 50% employer match about $93,217 at 4% or $62,144 at 6%; with 100% employer match about $69,913 at 4% or $46,608 at 6%.
201129$2,999,995$392,111$43,568iApproximate average salary by contribution assumption: employee only about $1,089,197 at 4% or $726,131 at 6%; with 50% employer match about $726,131 at 4% or $484,088 at 6%; with 100% employer match about $544,599 at 4% or $363,066 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-9$2,781,602$335,000$37,222iApproximate average salary by contribution assumption: employee only about $930,556 at 4% or $620,370 at 6%; with 50% employer match about $620,370 at 4% or $413,580 at 6%; with 100% employer match about $465,278 at 4% or $310,185 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-9$218,393$57,111$6,346iApproximate average salary by contribution assumption: employee only about $158,642 at 4% or $105,761 at 6%; with 50% employer match about $105,761 at 4% or $70,507 at 6%; with 100% employer match about $79,321 at 4% or $52,881 at 6%.
201028$2,633,480$433,248$54,156iApproximate average salary by contribution assumption: employee only about $1,353,900 at 4% or $902,600 at 6%; with 50% employer match about $902,600 at 4% or $601,733 at 6%; with 100% employer match about $676,950 at 4% or $451,300 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-8$2,487,291$375,000$46,875iApproximate average salary by contribution assumption: employee only about $1,171,875 at 4% or $781,250 at 6%; with 50% employer match about $781,250 at 4% or $520,833 at 6%; with 100% employer match about $585,938 at 4% or $390,625 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-8$146,189$58,248$7,281iApproximate average salary by contribution assumption: employee only about $182,025 at 4% or $121,350 at 6%; with 50% employer match about $121,350 at 4% or $80,900 at 6%; with 100% employer match about $91,013 at 4% or $60,675 at 6%.
200937$2,481,025$519,346$74,192iApproximate average salary by contribution assumption: employee only about $1,854,807 at 4% or $1,236,538 at 6%; with 50% employer match about $1,236,538 at 4% or $824,359 at 6%; with 100% employer match about $927,404 at 4% or $618,269 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-7$2,390,176$465,012$66,430iApproximate average salary by contribution assumption: employee only about $1,660,757 at 4% or $1,107,171 at 6%; with 50% employer match about $1,107,171 at 4% or $738,114 at 6%; with 100% employer match about $830,379 at 4% or $553,586 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-7$90,849$54,334$7,762iApproximate average salary by contribution assumption: employee only about $194,050 at 4% or $129,367 at 6%; with 50% employer match about $129,367 at 4% or $86,244 at 6%; with 100% employer match about $97,025 at 4% or $64,683 at 6%.
Joseph Aferzon, MD LLC Profit Sharing and 401 (K) Pension Plan-----
200122$0$0-
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-2---
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-2---
200023$46,461$20,284$6,761iApproximate average salary by contribution assumption: employee only about $169,033 at 4% or $112,689 at 6%; with 50% employer match about $112,689 at 4% or $75,126 at 6%; with 100% employer match about $84,517 at 4% or $56,344 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-3$46,461$20,284$6,761iApproximate average salary by contribution assumption: employee only about $169,033 at 4% or $112,689 at 6%; with 50% employer match about $112,689 at 4% or $75,126 at 6%; with 100% employer match about $84,517 at 4% or $56,344 at 6%.
Joseph Aferzon, MD LLC Defined Benefit Pension Plan-3---