Valarie Overton, MD PLLC
Plan context: Valarie Overton, MD PLLC Profit Sharing 401K Plan
EIN 13-4085639 • New Rochelle, NY • 31 filings • 10 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$3,252,428
2023 Contributions
$56,638
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 8 | $3,252,428 | $56,638 | $7,080iApproximate average salary by contribution assumption: employee only about $176,994 at 4% or $117,996 at 6%; with 50% employer match about $117,996 at 4% or $78,664 at 6%; with 100% employer match about $88,497 at 4% or $58,998 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 8 | $3,252,428 | $56,638 | $7,080iApproximate average salary by contribution assumption: employee only about $176,994 at 4% or $117,996 at 6%; with 50% employer match about $117,996 at 4% or $78,664 at 6%; with 100% employer match about $88,497 at 4% or $58,998 at 6%. |
| 2021 | 1 | 8 | $3,741,793 | $32,532 | $4,067iApproximate average salary by contribution assumption: employee only about $101,663 at 4% or $67,775 at 6%; with 50% employer match about $67,775 at 4% or $45,183 at 6%; with 100% employer match about $50,831 at 4% or $33,888 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 8 | $3,741,793 | $32,532 | $4,067iApproximate average salary by contribution assumption: employee only about $101,663 at 4% or $67,775 at 6%; with 50% employer match about $67,775 at 4% or $45,183 at 6%; with 100% employer match about $50,831 at 4% or $33,888 at 6%. |
| 2020 | 1 | 9 | $3,149,983 | $52,678 | $5,853iApproximate average salary by contribution assumption: employee only about $146,328 at 4% or $97,552 at 6%; with 50% employer match about $97,552 at 4% or $65,035 at 6%; with 100% employer match about $73,164 at 4% or $48,776 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 9 | $3,149,983 | $52,678 | $5,853iApproximate average salary by contribution assumption: employee only about $146,328 at 4% or $97,552 at 6%; with 50% employer match about $97,552 at 4% or $65,035 at 6%; with 100% employer match about $73,164 at 4% or $48,776 at 6%. |
| 2019 | 1 | 9 | $2,676,774 | $52,958 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,070 at 6%; with 50% employer match about $98,070 at 4% or $65,380 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 9 | $2,676,774 | $52,958 | $5,884iApproximate average salary by contribution assumption: employee only about $147,106 at 4% or $98,070 at 6%; with 50% employer match about $98,070 at 4% or $65,380 at 6%; with 100% employer match about $73,553 at 4% or $49,035 at 6%. |
| 2018 | 1 | 7 | $2,135,136 | $63,690 | $9,099iApproximate average salary by contribution assumption: employee only about $227,464 at 4% or $151,643 at 6%; with 50% employer match about $151,643 at 4% or $101,095 at 6%; with 100% employer match about $113,732 at 4% or $75,821 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 7 | $2,135,136 | $63,690 | $9,099iApproximate average salary by contribution assumption: employee only about $227,464 at 4% or $151,643 at 6%; with 50% employer match about $151,643 at 4% or $101,095 at 6%; with 100% employer match about $113,732 at 4% or $75,821 at 6%. |
| 2017 | 1 | 6 | $2,190,657 | $62,742 | $10,457iApproximate average salary by contribution assumption: employee only about $261,425 at 4% or $174,283 at 6%; with 50% employer match about $174,283 at 4% or $116,189 at 6%; with 100% employer match about $130,713 at 4% or $87,142 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 6 | $2,190,657 | $62,742 | $10,457iApproximate average salary by contribution assumption: employee only about $261,425 at 4% or $174,283 at 6%; with 50% employer match about $174,283 at 4% or $116,189 at 6%; with 100% employer match about $130,713 at 4% or $87,142 at 6%. |
| 2016 | 1 | 6 | $1,786,548 | $32,318 | $5,386iApproximate average salary by contribution assumption: employee only about $134,658 at 4% or $89,772 at 6%; with 50% employer match about $89,772 at 4% or $59,848 at 6%; with 100% employer match about $67,329 at 4% or $44,886 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 6 | $1,786,548 | $32,318 | $5,386iApproximate average salary by contribution assumption: employee only about $134,658 at 4% or $89,772 at 6%; with 50% employer match about $89,772 at 4% or $59,848 at 6%; with 100% employer match about $67,329 at 4% or $44,886 at 6%. |
| 2015 | 1 | 8 | $1,657,414 | $41,147 | $5,143iApproximate average salary by contribution assumption: employee only about $128,584 at 4% or $85,723 at 6%; with 50% employer match about $85,723 at 4% or $57,149 at 6%; with 100% employer match about $64,292 at 4% or $42,861 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 8 | $1,657,414 | $41,147 | $5,143iApproximate average salary by contribution assumption: employee only about $128,584 at 4% or $85,723 at 6%; with 50% employer match about $85,723 at 4% or $57,149 at 6%; with 100% employer match about $64,292 at 4% or $42,861 at 6%. |
| 2014 | 1 | 7 | $1,628,594 | $51,563 | $7,366iApproximate average salary by contribution assumption: employee only about $184,154 at 4% or $122,769 at 6%; with 50% employer match about $122,769 at 4% or $81,846 at 6%; with 100% employer match about $92,077 at 4% or $61,385 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 7 | $1,628,594 | $51,563 | $7,366iApproximate average salary by contribution assumption: employee only about $184,154 at 4% or $122,769 at 6%; with 50% employer match about $122,769 at 4% or $81,846 at 6%; with 100% employer match about $92,077 at 4% or $61,385 at 6%. |
| 2013 | 1 | 6 | $1,441,878 | $37,140 | $6,190iApproximate average salary by contribution assumption: employee only about $154,750 at 4% or $103,167 at 6%; with 50% employer match about $103,167 at 4% or $68,778 at 6%; with 100% employer match about $77,375 at 4% or $51,583 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 6 | $1,441,878 | $37,140 | $6,190iApproximate average salary by contribution assumption: employee only about $154,750 at 4% or $103,167 at 6%; with 50% employer match about $103,167 at 4% or $68,778 at 6%; with 100% employer match about $77,375 at 4% or $51,583 at 6%. |
| 2012 | 1 | 7 | $1,129,455 | $62,109 | $8,873iApproximate average salary by contribution assumption: employee only about $221,818 at 4% or $147,879 at 6%; with 50% employer match about $147,879 at 4% or $98,586 at 6%; with 100% employer match about $110,909 at 4% or $73,939 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 7 | $1,129,455 | $62,109 | $8,873iApproximate average salary by contribution assumption: employee only about $221,818 at 4% or $147,879 at 6%; with 50% employer match about $147,879 at 4% or $98,586 at 6%; with 100% employer match about $110,909 at 4% or $73,939 at 6%. |
| 2011 | 1 | 6 | $966,828 | $62,748 | $10,458iApproximate average salary by contribution assumption: employee only about $261,450 at 4% or $174,300 at 6%; with 50% employer match about $174,300 at 4% or $116,200 at 6%; with 100% employer match about $130,725 at 4% or $87,150 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 6 | $966,828 | $62,748 | $10,458iApproximate average salary by contribution assumption: employee only about $261,450 at 4% or $174,300 at 6%; with 50% employer match about $174,300 at 4% or $116,200 at 6%; with 100% employer match about $130,725 at 4% or $87,150 at 6%. |
| 2010 | 1 | 6 | $904,331 | $62,308 | $10,385iApproximate average salary by contribution assumption: employee only about $259,617 at 4% or $173,078 at 6%; with 50% employer match about $173,078 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,539 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 6 | $904,331 | $62,308 | $10,385iApproximate average salary by contribution assumption: employee only about $259,617 at 4% or $173,078 at 6%; with 50% employer match about $173,078 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,539 at 6%. |
| 2009 | 1 | 5 | $786,659 | $50,423 | $10,085iApproximate average salary by contribution assumption: employee only about $252,115 at 4% or $168,077 at 6%; with 50% employer match about $168,077 at 4% or $112,051 at 6%; with 100% employer match about $126,058 at 4% or $84,038 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 5 | $786,659 | $50,423 | $10,085iApproximate average salary by contribution assumption: employee only about $252,115 at 4% or $168,077 at 6%; with 50% employer match about $168,077 at 4% or $112,051 at 6%; with 100% employer match about $126,058 at 4% or $84,038 at 6%. |
| 2008 | 1 | 5 | $840,299 | $68,758 | $13,752iApproximate average salary by contribution assumption: employee only about $343,790 at 4% or $229,193 at 6%; with 50% employer match about $229,193 at 4% or $152,796 at 6%; with 100% employer match about $171,895 at 4% or $114,597 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 5 | $840,299 | $68,758 | $13,752iApproximate average salary by contribution assumption: employee only about $343,790 at 4% or $229,193 at 6%; with 50% employer match about $229,193 at 4% or $152,796 at 6%; with 100% employer match about $171,895 at 4% or $114,597 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $198,683 | $104,590 | $26,148iApproximate average salary by contribution assumption: employee only about $653,688 at 4% or $435,792 at 6%; with 50% employer match about $435,792 at 4% or $290,528 at 6%; with 100% employer match about $326,844 at 4% or $217,896 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 4 | $198,683 | $104,590 | $26,148iApproximate average salary by contribution assumption: employee only about $653,688 at 4% or $435,792 at 6%; with 50% employer match about $435,792 at 4% or $290,528 at 6%; with 100% employer match about $326,844 at 4% or $217,896 at 6%. |
| 2005 | 3 | 5 | $86,415 | $86,415 | $17,283iApproximate average salary by contribution assumption: employee only about $432,075 at 4% or $288,050 at 6%; with 50% employer match about $288,050 at 4% or $192,033 at 6%; with 100% employer match about $216,038 at 4% or $144,025 at 6%. |
| Valarie Overton, MD PLLC Profit Sharing 401K Plan | - | 5 | $86,415 | $86,415 | $17,283iApproximate average salary by contribution assumption: employee only about $432,075 at 4% or $288,050 at 6%; with 50% employer match about $288,050 at 4% or $192,033 at 6%; with 100% employer match about $216,038 at 4% or $144,025 at 6%. |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP PROFIT SHARING PLAN | - | 0 | - | - | - |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2004 | 2 | 3 | $611,630 | $66,404 | $22,135iApproximate average salary by contribution assumption: employee only about $553,367 at 4% or $368,911 at 6%; with 50% employer match about $368,911 at 4% or $245,941 at 6%; with 100% employer match about $276,683 at 4% or $184,456 at 6%. |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP MONEY PURCHASE PLAN | - | 3 | $307,227 | $17,882 | $5,961iApproximate average salary by contribution assumption: employee only about $149,017 at 4% or $99,344 at 6%; with 50% employer match about $99,344 at 4% or $66,230 at 6%; with 100% employer match about $74,508 at 4% or $49,672 at 6%. |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP PROFIT SHARING PLAN | - | 3 | $304,403 | $48,522 | $16,174iApproximate average salary by contribution assumption: employee only about $404,350 at 4% or $269,567 at 6%; with 50% employer match about $269,567 at 4% or $179,711 at 6%; with 100% employer match about $202,175 at 4% or $134,783 at 6%. |
| 2003 | 2 | 3 | $524,972 | $66,353 | $22,118iApproximate average salary by contribution assumption: employee only about $552,942 at 4% or $368,628 at 6%; with 50% employer match about $368,628 at 4% or $245,752 at 6%; with 100% employer match about $276,471 at 4% or $184,314 at 6%. |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP MONEY PURCHASE PENSION PLAN | - | 3 | $275,323 | $66,353 | $22,118iApproximate average salary by contribution assumption: employee only about $552,942 at 4% or $368,628 at 6%; with 50% employer match about $368,628 at 4% or $245,752 at 6%; with 100% employer match about $276,471 at 4% or $184,314 at 6%. |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP PROFIT SHARING PLAN | - | 3 | $249,649 | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP PROFIT SHARING PLAN | - | 3 | - | - | - |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| VALARIE OVERTON MD & EDMUND FARRIS MD LLP PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| V OVERTON & E FARRIS MD LLP MONEY PURCHASE PLAN | - | 3 | - | - | - |
| V OVERTON & E FARRIS MD LLP PROFIT SHARING PLAN | - | 3 | - | - | - |