Civic Intelligence

Jeffrey T. Paul, M.D.

Plan context: Jeffrey T. Paul, M.D. Cash Balance Plan

EIN 14-1701832 • Saratoga Springs, NY • 35 filings • 9 plans

414 Maple Ave Ste 200Saratoga Springs, NY 12866-5506
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$5,209,844

2020 Contributions

$27,210

Historical Graphs

Total Assets Over Time

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

$5,209,844$2,604,922$0199920102019YearValue
$5,209,844Latest year 2019

Participants Over Time

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

630199920092019YearValue
6Latest year 2019

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
202020$0$27,210-
Jeffrey T. Paul, M.D. Cash Balance Plan-0$0$27,210-
Jeffrey T Paul MD Profit Plan & Trust-0$0--
201926$5,209,844$200,234$33,372iApproximate average salary by contribution assumption: employee only about $834,308 at 4% or $556,206 at 6%; with 50% employer match about $556,206 at 4% or $370,804 at 6%; with 100% employer match about $417,154 at 4% or $278,103 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$3,276,709$43,542$7,257iApproximate average salary by contribution assumption: employee only about $181,425 at 4% or $120,950 at 6%; with 50% employer match about $120,950 at 4% or $80,633 at 6%; with 100% employer match about $90,713 at 4% or $60,475 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$1,933,135$156,692$26,115iApproximate average salary by contribution assumption: employee only about $652,883 at 4% or $435,256 at 6%; with 50% employer match about $435,256 at 4% or $290,170 at 6%; with 100% employer match about $326,442 at 4% or $217,628 at 6%.
201826$4,381,622$219,065$36,511iApproximate average salary by contribution assumption: employee only about $912,771 at 4% or $608,514 at 6%; with 50% employer match about $608,514 at 4% or $405,676 at 6%; with 100% employer match about $456,385 at 4% or $304,257 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$2,643,831$42,992$7,165iApproximate average salary by contribution assumption: employee only about $179,133 at 4% or $119,422 at 6%; with 50% employer match about $119,422 at 4% or $79,615 at 6%; with 100% employer match about $89,567 at 4% or $59,711 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$1,737,791$176,073$29,346iApproximate average salary by contribution assumption: employee only about $733,638 at 4% or $489,092 at 6%; with 50% employer match about $489,092 at 4% or $326,061 at 6%; with 100% employer match about $366,819 at 4% or $244,546 at 6%.
201725$4,326,163$214,279$42,856iApproximate average salary by contribution assumption: employee only about $1,071,395 at 4% or $714,263 at 6%; with 50% employer match about $714,263 at 4% or $476,176 at 6%; with 100% employer match about $535,698 at 4% or $357,132 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$2,773,355$43,005$8,601iApproximate average salary by contribution assumption: employee only about $215,025 at 4% or $143,350 at 6%; with 50% employer match about $143,350 at 4% or $95,567 at 6%; with 100% employer match about $107,513 at 4% or $71,675 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-5$1,552,808$171,274$34,255iApproximate average salary by contribution assumption: employee only about $856,370 at 4% or $570,913 at 6%; with 50% employer match about $570,913 at 4% or $380,609 at 6%; with 100% employer match about $428,185 at 4% or $285,457 at 6%.
201625$3,639,248$212,137$42,427iApproximate average salary by contribution assumption: employee only about $1,060,685 at 4% or $707,123 at 6%; with 50% employer match about $707,123 at 4% or $471,416 at 6%; with 100% employer match about $530,343 at 4% or $353,562 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$2,277,327$45,469$9,094iApproximate average salary by contribution assumption: employee only about $227,345 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,782 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-5$1,361,921$166,668$33,334iApproximate average salary by contribution assumption: employee only about $833,340 at 4% or $555,560 at 6%; with 50% employer match about $555,560 at 4% or $370,373 at 6%; with 100% employer match about $416,670 at 4% or $277,780 at 6%.
201525$3,266,807$205,325$41,065iApproximate average salary by contribution assumption: employee only about $1,026,625 at 4% or $684,417 at 6%; with 50% employer match about $684,417 at 4% or $456,278 at 6%; with 100% employer match about $513,313 at 4% or $342,208 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$2,085,398$43,876$8,775iApproximate average salary by contribution assumption: employee only about $219,380 at 4% or $146,253 at 6%; with 50% employer match about $146,253 at 4% or $97,502 at 6%; with 100% employer match about $109,690 at 4% or $73,127 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-5$1,181,409$161,449$32,290iApproximate average salary by contribution assumption: employee only about $807,245 at 4% or $538,163 at 6%; with 50% employer match about $538,163 at 4% or $358,776 at 6%; with 100% employer match about $403,623 at 4% or $269,082 at 6%.
201426$3,044,490$213,065$35,511iApproximate average salary by contribution assumption: employee only about $887,771 at 4% or $591,847 at 6%; with 50% employer match about $591,847 at 4% or $394,565 at 6%; with 100% employer match about $443,885 at 4% or $295,924 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$2,029,442$44,193$7,366iApproximate average salary by contribution assumption: employee only about $184,138 at 4% or $122,758 at 6%; with 50% employer match about $122,758 at 4% or $81,839 at 6%; with 100% employer match about $92,069 at 4% or $61,379 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$1,015,048$168,872$28,145iApproximate average salary by contribution assumption: employee only about $703,633 at 4% or $469,089 at 6%; with 50% employer match about $469,089 at 4% or $312,726 at 6%; with 100% employer match about $351,817 at 4% or $234,544 at 6%.
201326$2,720,635$198,194$33,032iApproximate average salary by contribution assumption: employee only about $825,808 at 4% or $550,539 at 6%; with 50% employer match about $550,539 at 4% or $367,026 at 6%; with 100% employer match about $412,904 at 4% or $275,269 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$1,882,380$42,694$7,116iApproximate average salary by contribution assumption: employee only about $177,892 at 4% or $118,594 at 6%; with 50% employer match about $118,594 at 4% or $79,063 at 6%; with 100% employer match about $88,946 at 4% or $59,297 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$838,255$155,500$25,917iApproximate average salary by contribution assumption: employee only about $647,917 at 4% or $431,944 at 6%; with 50% employer match about $431,944 at 4% or $287,963 at 6%; with 100% employer match about $323,958 at 4% or $215,972 at 6%.
201225$2,197,085$181,932$36,386iApproximate average salary by contribution assumption: employee only about $909,660 at 4% or $606,440 at 6%; with 50% employer match about $606,440 at 4% or $404,293 at 6%; with 100% employer match about $454,830 at 4% or $303,220 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$1,521,232$40,665$8,133iApproximate average salary by contribution assumption: employee only about $203,325 at 4% or $135,550 at 6%; with 50% employer match about $135,550 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-5$675,853$141,267$28,253iApproximate average salary by contribution assumption: employee only about $706,335 at 4% or $470,890 at 6%; with 50% employer match about $470,890 at 4% or $313,927 at 6%; with 100% employer match about $353,168 at 4% or $235,445 at 6%.
201126$1,814,509$173,242$28,874iApproximate average salary by contribution assumption: employee only about $721,842 at 4% or $481,228 at 6%; with 50% employer match about $481,228 at 4% or $320,819 at 6%; with 100% employer match about $360,921 at 4% or $240,614 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$1,288,691$40,563$6,761iApproximate average salary by contribution assumption: employee only about $169,013 at 4% or $112,675 at 6%; with 50% employer match about $112,675 at 4% or $75,117 at 6%; with 100% employer match about $84,506 at 4% or $56,338 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-5$525,818$132,679$26,536iApproximate average salary by contribution assumption: employee only about $663,395 at 4% or $442,263 at 6%; with 50% employer match about $442,263 at 4% or $294,842 at 6%; with 100% employer match about $331,698 at 4% or $221,132 at 6%.
201026$1,691,343$187,792$31,299iApproximate average salary by contribution assumption: employee only about $782,467 at 4% or $521,644 at 6%; with 50% employer match about $521,644 at 4% or $347,763 at 6%; with 100% employer match about $391,233 at 4% or $260,822 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$1,306,338$49,012$8,169iApproximate average salary by contribution assumption: employee only about $204,217 at 4% or $136,144 at 6%; with 50% employer match about $136,144 at 4% or $90,763 at 6%; with 100% employer match about $102,108 at 4% or $68,072 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$385,005$138,780$23,130iApproximate average salary by contribution assumption: employee only about $578,250 at 4% or $385,500 at 6%; with 50% employer match about $385,500 at 4% or $257,000 at 6%; with 100% employer match about $289,125 at 4% or $192,750 at 6%.
200926$1,369,656$168,655$28,109iApproximate average salary by contribution assumption: employee only about $702,729 at 4% or $468,486 at 6%; with 50% employer match about $468,486 at 4% or $312,324 at 6%; with 100% employer match about $351,365 at 4% or $234,243 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$1,130,000$47,968$7,995iApproximate average salary by contribution assumption: employee only about $199,867 at 4% or $133,244 at 6%; with 50% employer match about $133,244 at 4% or $88,830 at 6%; with 100% employer match about $99,933 at 4% or $66,622 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-4$239,656$120,687$30,172iApproximate average salary by contribution assumption: employee only about $754,294 at 4% or $502,863 at 6%; with 50% employer match about $502,863 at 4% or $335,242 at 6%; with 100% employer match about $377,147 at 4% or $251,431 at 6%.
200826$951,641$158,536$26,423iApproximate average salary by contribution assumption: employee only about $660,567 at 4% or $440,378 at 6%; with 50% employer match about $440,378 at 4% or $293,585 at 6%; with 100% employer match about $330,283 at 4% or $220,189 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-6$834,232$43,299$7,217iApproximate average salary by contribution assumption: employee only about $180,413 at 4% or $120,275 at 6%; with 50% employer match about $120,275 at 4% or $80,183 at 6%; with 100% employer match about $90,206 at 4% or $60,138 at 6%.
Jeffrey T. Paul, M.D. Cash Balance Plan-6$117,409$115,237$19,206iApproximate average salary by contribution assumption: employee only about $480,154 at 4% or $320,103 at 6%; with 50% employer match about $320,103 at 4% or $213,402 at 6%; with 100% employer match about $240,077 at 4% or $160,051 at 6%.
200715$1,101,082$73,652$14,730iApproximate average salary by contribution assumption: employee only about $368,260 at 4% or $245,507 at 6%; with 50% employer match about $245,507 at 4% or $163,671 at 6%; with 100% employer match about $184,130 at 4% or $122,753 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$1,101,082$73,652$14,730iApproximate average salary by contribution assumption: employee only about $368,260 at 4% or $245,507 at 6%; with 50% employer match about $245,507 at 4% or $163,671 at 6%; with 100% employer match about $184,130 at 4% or $122,753 at 6%.
200615$955,348$71,099$14,220iApproximate average salary by contribution assumption: employee only about $355,495 at 4% or $236,997 at 6%; with 50% employer match about $236,997 at 4% or $157,998 at 6%; with 100% employer match about $177,748 at 4% or $118,498 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$955,348$71,099$14,220iApproximate average salary by contribution assumption: employee only about $355,495 at 4% or $236,997 at 6%; with 50% employer match about $236,997 at 4% or $157,998 at 6%; with 100% employer match about $177,748 at 4% or $118,498 at 6%.
200515$783,360$67,038$13,408iApproximate average salary by contribution assumption: employee only about $335,190 at 4% or $223,460 at 6%; with 50% employer match about $223,460 at 4% or $148,973 at 6%; with 100% employer match about $167,595 at 4% or $111,730 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$783,360$67,038$13,408iApproximate average salary by contribution assumption: employee only about $335,190 at 4% or $223,460 at 6%; with 50% employer match about $223,460 at 4% or $148,973 at 6%; with 100% employer match about $167,595 at 4% or $111,730 at 6%.
200414$686,832$60,059$15,015iApproximate average salary by contribution assumption: employee only about $375,369 at 4% or $250,246 at 6%; with 50% employer match about $250,246 at 4% or $166,831 at 6%; with 100% employer match about $187,684 at 4% or $125,123 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-4$686,832$60,059$15,015iApproximate average salary by contribution assumption: employee only about $375,369 at 4% or $250,246 at 6%; with 50% employer match about $250,246 at 4% or $166,831 at 6%; with 100% employer match about $187,684 at 4% or $125,123 at 6%.
200315$599,221$56,876$11,375iApproximate average salary by contribution assumption: employee only about $284,380 at 4% or $189,587 at 6%; with 50% employer match about $189,587 at 4% or $126,391 at 6%; with 100% employer match about $142,190 at 4% or $94,793 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-5$599,221$56,876$11,375iApproximate average salary by contribution assumption: employee only about $284,380 at 4% or $189,587 at 6%; with 50% employer match about $189,587 at 4% or $126,391 at 6%; with 100% employer match about $142,190 at 4% or $94,793 at 6%.
200213$479,557$50,779$16,926iApproximate average salary by contribution assumption: employee only about $423,158 at 4% or $282,106 at 6%; with 50% employer match about $282,106 at 4% or $188,070 at 6%; with 100% employer match about $211,579 at 4% or $141,053 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-3$479,557$50,779$16,926iApproximate average salary by contribution assumption: employee only about $423,158 at 4% or $282,106 at 6%; with 50% employer match about $282,106 at 4% or $188,070 at 6%; with 100% employer match about $211,579 at 4% or $141,053 at 6%.
200113$0$0-
Jeffrey T Paul MD Profit Plan & Trust-3---
200012$660,766$30,320$15,160iApproximate average salary by contribution assumption: employee only about $379,000 at 4% or $252,667 at 6%; with 50% employer match about $252,667 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-2$660,766$30,320$15,160iApproximate average salary by contribution assumption: employee only about $379,000 at 4% or $252,667 at 6%; with 50% employer match about $252,667 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%.
199912$732,827$32,078$16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%.
Jeffrey T Paul MD Profit Plan & Trust-2$732,827$32,078$16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%.