Civic Intelligence

Jeffrey Josef, MD

Plan context: Jeffrey Josef, M.D. 412I Defined Benefit Plan

EIN 13-3672356 • Suffern, NY • 44 filings • 4 plans

257 Lafayette Ave. Suite 350Suffern, NY 10901
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$8,545,298

2024 Contributions

$6,101

Historical Graphs

Total Assets Over Time

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

$8,545,298$4,272,649$0199920142024YearValue
$8,545,298Latest year 2024

Participants Over Time

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

26130199920122024YearValue
26Latest 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
2024226$8,545,298$6,101$235iApproximate average salary by contribution assumption: employee only about $5,866 at 4% or $3,911 at 6%; with 50% employer match about $3,911 at 4% or $2,607 at 6%; with 100% employer match about $2,933 at 4% or $1,955 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-17$6,509,222$0-
Jeffrey Josef MD Money Purchase Plan-26$2,036,076$6,101$235iApproximate average salary by contribution assumption: employee only about $5,866 at 4% or $3,911 at 6%; with 50% employer match about $3,911 at 4% or $2,607 at 6%; with 100% employer match about $2,933 at 4% or $1,955 at 6%.
2023226$7,820,804$387,218$14,893iApproximate average salary by contribution assumption: employee only about $372,325 at 4% or $248,217 at 6%; with 50% employer match about $248,217 at 4% or $165,478 at 6%; with 100% employer match about $186,163 at 4% or $124,108 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-16$5,952,505$344,598$21,537iApproximate average salary by contribution assumption: employee only about $538,434 at 4% or $358,956 at 6%; with 50% employer match about $358,956 at 4% or $239,304 at 6%; with 100% employer match about $269,217 at 4% or $179,478 at 6%.
Jeffrey Josef MD Money Purchase Plan-26$1,868,299$42,620$1,639iApproximate average salary by contribution assumption: employee only about $40,981 at 4% or $27,321 at 6%; with 50% employer match about $27,321 at 4% or $18,214 at 6%; with 100% employer match about $20,490 at 4% or $13,660 at 6%.
2022225$6,938,599$541,474$21,659iApproximate average salary by contribution assumption: employee only about $541,474 at 4% or $360,983 at 6%; with 50% employer match about $360,983 at 4% or $240,655 at 6%; with 100% employer match about $270,737 at 4% or $180,491 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-14$5,225,464$500,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Jeffrey Josef MD Money Purchase Plan-25$1,713,135$41,474$1,659iApproximate average salary by contribution assumption: employee only about $41,474 at 4% or $27,649 at 6%; with 50% employer match about $27,649 at 4% or $18,433 at 6%; with 100% employer match about $20,737 at 4% or $13,825 at 6%.
2021224$6,878,864$525,070$21,878iApproximate average salary by contribution assumption: employee only about $546,948 at 4% or $364,632 at 6%; with 50% employer match about $364,632 at 4% or $243,088 at 6%; with 100% employer match about $273,474 at 4% or $182,316 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-13$4,992,477$500,000$38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%.
Jeffrey Josef MD Money Purchase Plan-24$1,886,387$25,070$1,045iApproximate average salary by contribution assumption: employee only about $26,115 at 4% or $17,410 at 6%; with 50% employer match about $17,410 at 4% or $11,606 at 6%; with 100% employer match about $13,057 at 4% or $8,705 at 6%.
2020221$6,034,988$533,920$25,425iApproximate average salary by contribution assumption: employee only about $635,619 at 4% or $423,746 at 6%; with 50% employer match about $423,746 at 4% or $282,497 at 6%; with 100% employer match about $317,810 at 4% or $211,873 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-11$4,295,791$465,000$42,273iApproximate average salary by contribution assumption: employee only about $1,056,818 at 4% or $704,545 at 6%; with 50% employer match about $704,545 at 4% or $469,697 at 6%; with 100% employer match about $528,409 at 4% or $352,273 at 6%.
Jeffrey Josef MD Money Purchase Plan-21$1,739,197$68,920$3,282iApproximate average salary by contribution assumption: employee only about $82,048 at 4% or $54,698 at 6%; with 50% employer match about $54,698 at 4% or $36,466 at 6%; with 100% employer match about $41,024 at 4% or $27,349 at 6%.
2019220$5,379,464$497,514$24,876iApproximate average salary by contribution assumption: employee only about $621,893 at 4% or $414,595 at 6%; with 50% employer match about $414,595 at 4% or $276,397 at 6%; with 100% employer match about $310,946 at 4% or $207,298 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-11$3,531,616$425,000$38,636iApproximate average salary by contribution assumption: employee only about $965,909 at 4% or $643,939 at 6%; with 50% employer match about $643,939 at 4% or $429,293 at 6%; with 100% employer match about $482,955 at 4% or $321,970 at 6%.
Jeffrey Josef MD Money Purchase Plan-20$1,847,848$72,514$3,626iApproximate average salary by contribution assumption: employee only about $90,643 at 4% or $60,428 at 6%; with 50% employer match about $60,428 at 4% or $40,286 at 6%; with 100% employer match about $45,321 at 4% or $30,214 at 6%.
2018218$4,435,063$160,295$8,905iApproximate average salary by contribution assumption: employee only about $222,632 at 4% or $148,421 at 6%; with 50% employer match about $148,421 at 4% or $98,948 at 6%; with 100% employer match about $111,316 at 4% or $74,211 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-9$2,874,740$99,141$11,016iApproximate average salary by contribution assumption: employee only about $275,392 at 4% or $183,594 at 6%; with 50% employer match about $183,594 at 4% or $122,396 at 6%; with 100% employer match about $137,696 at 4% or $91,797 at 6%.
Jeffrey Josef MD Money Purchase Plan-18$1,560,323$61,154$3,397iApproximate average salary by contribution assumption: employee only about $84,936 at 4% or $56,624 at 6%; with 50% employer match about $56,624 at 4% or $37,749 at 6%; with 100% employer match about $42,468 at 4% or $28,312 at 6%.
2017215$4,422,605$471,475$31,432iApproximate average salary by contribution assumption: employee only about $785,792 at 4% or $523,861 at 6%; with 50% employer match about $523,861 at 4% or $349,241 at 6%; with 100% employer match about $392,896 at 4% or $261,931 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-7$2,745,582$418,119$59,731iApproximate average salary by contribution assumption: employee only about $1,493,282 at 4% or $995,521 at 6%; with 50% employer match about $995,521 at 4% or $663,681 at 6%; with 100% employer match about $746,641 at 4% or $497,761 at 6%.
Jeffrey Josef MD Money Purchase Plan-15$1,677,023$53,356$3,557iApproximate average salary by contribution assumption: employee only about $88,927 at 4% or $59,284 at 6%; with 50% employer match about $59,284 at 4% or $39,523 at 6%; with 100% employer match about $44,463 at 4% or $29,642 at 6%.
2016215$3,733,742$444,401$29,627iApproximate average salary by contribution assumption: employee only about $740,668 at 4% or $493,779 at 6%; with 50% employer match about $493,779 at 4% or $329,186 at 6%; with 100% employer match about $370,334 at 4% or $246,889 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-6$2,226,837$389,377$64,896iApproximate average salary by contribution assumption: employee only about $1,622,404 at 4% or $1,081,603 at 6%; with 50% employer match about $1,081,603 at 4% or $721,069 at 6%; with 100% employer match about $811,202 at 4% or $540,801 at 6%.
Jeffrey Josef MD Money Purchase Plan-15$1,506,905$55,024$3,668iApproximate average salary by contribution assumption: employee only about $91,707 at 4% or $61,138 at 6%; with 50% employer match about $61,138 at 4% or $40,759 at 6%; with 100% employer match about $45,853 at 4% or $30,569 at 6%.
2015211$3,156,410$443,478$40,316iApproximate average salary by contribution assumption: employee only about $1,007,905 at 4% or $671,936 at 6%; with 50% employer match about $671,936 at 4% or $447,958 at 6%; with 100% employer match about $503,952 at 4% or $335,968 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2$1,772,230$394,840$197,420iApproximate average salary by contribution assumption: employee only about $4,935,500 at 4% or $3,290,333 at 6%; with 50% employer match about $3,290,333 at 4% or $2,193,556 at 6%; with 100% employer match about $2,467,750 at 4% or $1,645,167 at 6%.
Jeffrey Josef MD Money Purchase Plan-11$1,384,180$48,638$4,422iApproximate average salary by contribution assumption: employee only about $110,541 at 4% or $73,694 at 6%; with 50% employer match about $73,694 at 4% or $49,129 at 6%; with 100% employer match about $55,270 at 4% or $36,847 at 6%.
201429$1,402,869$41,716$4,635iApproximate average salary by contribution assumption: employee only about $115,878 at 4% or $77,252 at 6%; with 50% employer match about $77,252 at 4% or $51,501 at 6%; with 100% employer match about $57,939 at 4% or $38,626 at 6%.
Jeffrey Josef MD Money Purchase Plan-9$1,402,869$41,716$4,635iApproximate average salary by contribution assumption: employee only about $115,878 at 4% or $77,252 at 6%; with 50% employer match about $77,252 at 4% or $51,501 at 6%; with 100% employer match about $57,939 at 4% or $38,626 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2---
201327$1,313,490$32,086$4,584iApproximate average salary by contribution assumption: employee only about $114,593 at 4% or $76,395 at 6%; with 50% employer match about $76,395 at 4% or $50,930 at 6%; with 100% employer match about $57,296 at 4% or $38,198 at 6%.
Jeffrey Josef MD Money Purchase Plan-7$1,313,490$32,086$4,584iApproximate average salary by contribution assumption: employee only about $114,593 at 4% or $76,395 at 6%; with 50% employer match about $76,395 at 4% or $50,930 at 6%; with 100% employer match about $57,296 at 4% or $38,198 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2---
201226$1,153,265$28,460$4,743iApproximate average salary by contribution assumption: employee only about $118,583 at 4% or $79,056 at 6%; with 50% employer match about $79,056 at 4% or $52,704 at 6%; with 100% employer match about $59,292 at 4% or $39,528 at 6%.
Jeffrey Josef MD Money Purchase Plan-6$1,153,265$28,460$4,743iApproximate average salary by contribution assumption: employee only about $118,583 at 4% or $79,056 at 6%; with 50% employer match about $79,056 at 4% or $52,704 at 6%; with 100% employer match about $59,292 at 4% or $39,528 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-3---
201125$996,681$6,476$1,295iApproximate average salary by contribution assumption: employee only about $32,380 at 4% or $21,587 at 6%; with 50% employer match about $21,587 at 4% or $14,391 at 6%; with 100% employer match about $16,190 at 4% or $10,793 at 6%.
Jeffrey Josef MD Money Purchase Plan-5$996,681$6,476$1,295iApproximate average salary by contribution assumption: employee only about $32,380 at 4% or $21,587 at 6%; with 50% employer match about $21,587 at 4% or $14,391 at 6%; with 100% employer match about $16,190 at 4% or $10,793 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-1---
201025$1,027,087$0-
Jeffrey Josef MD Money Purchase Plan-5$1,027,087$0-
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2---
200924$874,806$24,706$6,177iApproximate average salary by contribution assumption: employee only about $154,413 at 4% or $102,942 at 6%; with 50% employer match about $102,942 at 4% or $68,628 at 6%; with 100% employer match about $77,206 at 4% or $51,471 at 6%.
Jeffrey Josef MD Money Purchase Plan-4$874,806$24,706$6,177iApproximate average salary by contribution assumption: employee only about $154,413 at 4% or $102,942 at 6%; with 50% employer match about $102,942 at 4% or $68,628 at 6%; with 100% employer match about $77,206 at 4% or $51,471 at 6%.
Jeffrey Josef, M.D. 412I Defined Benefit Plan-1---
200823$0$0-
Jeffrey Josef MD Money Purchase Plan-3---
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2---
200723$0$0-
Jeffrey Josef MD Money Purchase Plan-3---
Jeffrey Josef, M.D. 412I Defined Benefit Plan-2---
200612$984,258$53,403$26,702iApproximate average salary by contribution assumption: employee only about $667,538 at 4% or $445,025 at 6%; with 50% employer match about $445,025 at 4% or $296,683 at 6%; with 100% employer match about $333,769 at 4% or $222,513 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$984,258$53,403$26,702iApproximate average salary by contribution assumption: employee only about $667,538 at 4% or $445,025 at 6%; with 50% employer match about $445,025 at 4% or $296,683 at 6%; with 100% employer match about $333,769 at 4% or $222,513 at 6%.
200512$822,065$50,963$25,482iApproximate average salary by contribution assumption: employee only about $637,038 at 4% or $424,692 at 6%; with 50% employer match about $424,692 at 4% or $283,128 at 6%; with 100% employer match about $318,519 at 4% or $212,346 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$822,065$50,963$25,482iApproximate average salary by contribution assumption: employee only about $637,038 at 4% or $424,692 at 6%; with 50% employer match about $424,692 at 4% or $283,128 at 6%; with 100% employer match about $318,519 at 4% or $212,346 at 6%.
200412$713,764$49,358$24,679iApproximate average salary by contribution assumption: employee only about $616,975 at 4% or $411,317 at 6%; with 50% employer match about $411,317 at 4% or $274,211 at 6%; with 100% employer match about $308,488 at 4% or $205,658 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$713,764$49,358$24,679iApproximate average salary by contribution assumption: employee only about $616,975 at 4% or $411,317 at 6%; with 50% employer match about $411,317 at 4% or $274,211 at 6%; with 100% employer match about $308,488 at 4% or $205,658 at 6%.
200312$591,935$47,490$23,745iApproximate average salary by contribution assumption: employee only about $593,625 at 4% or $395,750 at 6%; with 50% employer match about $395,750 at 4% or $263,833 at 6%; with 100% employer match about $296,813 at 4% or $197,875 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$591,935$47,490$23,745iApproximate average salary by contribution assumption: employee only about $593,625 at 4% or $395,750 at 6%; with 50% employer match about $395,750 at 4% or $263,833 at 6%; with 100% employer match about $296,813 at 4% or $197,875 at 6%.
200212$413,411$47,028$23,514iApproximate average salary by contribution assumption: employee only about $587,850 at 4% or $391,900 at 6%; with 50% employer match about $391,900 at 4% or $261,267 at 6%; with 100% employer match about $293,925 at 4% or $195,950 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$413,411$47,028$23,514iApproximate average salary by contribution assumption: employee only about $587,850 at 4% or $391,900 at 6%; with 50% employer match about $391,900 at 4% or $261,267 at 6%; with 100% employer match about $293,925 at 4% or $195,950 at 6%.
200112$0$0-
Jeffrey Josef MD Money Purchase Plan-2---
200012$0$0-
Jeffrey Josef MD Money Purchase Plan-2---
199912$616,994$21,683$10,842iApproximate average salary by contribution assumption: employee only about $271,038 at 4% or $180,692 at 6%; with 50% employer match about $180,692 at 4% or $120,461 at 6%; with 100% employer match about $135,519 at 4% or $90,346 at 6%.
Jeffrey Josef MD Money Purchase Plan-2$616,994$21,683$10,842iApproximate average salary by contribution assumption: employee only about $271,038 at 4% or $180,692 at 6%; with 50% employer match about $180,692 at 4% or $120,461 at 6%; with 100% employer match about $135,519 at 4% or $90,346 at 6%.
Jeffrey Josef, MD | EIN 13-3672356 | 2024 Form 5500 Company Profile