Civic Intelligence

STEPHEN M. EVANGELISTI, MD

Plan context: Stephen M. Evangelisti, M.D. 401K Plan

EIN 16-1596406 • Rochester, NY • 23 filings • 8 plans

1901 Lac DE Ville Blvd Ste 2Rochester, NY 14618-0000
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$1,500,366

2019 Contributions

$101,221

Historical Graphs

Total Assets Over Time

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

$1,500,366$750,183$0200020112019YearValue
$1,500,366Latest year 2019

Participants Over Time

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

840200020102019YearValue
8Latest 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
201918$1,500,366$101,221$12,653iApproximate average salary by contribution assumption: employee only about $316,316 at 4% or $210,877 at 6%; with 50% employer match about $210,877 at 4% or $140,585 at 6%; with 100% employer match about $158,158 at 4% or $105,439 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-8$1,500,366$101,221$12,653iApproximate average salary by contribution assumption: employee only about $316,316 at 4% or $210,877 at 6%; with 50% employer match about $210,877 at 4% or $140,585 at 6%; with 100% employer match about $158,158 at 4% or $105,439 at 6%.
201818$1,292,238$139,512$17,439iApproximate average salary by contribution assumption: employee only about $435,975 at 4% or $290,650 at 6%; with 50% employer match about $290,650 at 4% or $193,767 at 6%; with 100% employer match about $217,988 at 4% or $145,325 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-8$1,292,238$139,512$17,439iApproximate average salary by contribution assumption: employee only about $435,975 at 4% or $290,650 at 6%; with 50% employer match about $290,650 at 4% or $193,767 at 6%; with 100% employer match about $217,988 at 4% or $145,325 at 6%.
201716$1,406,478$113,732$18,955iApproximate average salary by contribution assumption: employee only about $473,883 at 4% or $315,922 at 6%; with 50% employer match about $315,922 at 4% or $210,615 at 6%; with 100% employer match about $236,942 at 4% or $157,961 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-6$1,406,478$113,732$18,955iApproximate average salary by contribution assumption: employee only about $473,883 at 4% or $315,922 at 6%; with 50% employer match about $315,922 at 4% or $210,615 at 6%; with 100% employer match about $236,942 at 4% or $157,961 at 6%.
201618$1,256,595$118,598$14,825iApproximate average salary by contribution assumption: employee only about $370,619 at 4% or $247,079 at 6%; with 50% employer match about $247,079 at 4% or $164,719 at 6%; with 100% employer match about $185,309 at 4% or $123,540 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-8$1,256,595$118,598$14,825iApproximate average salary by contribution assumption: employee only about $370,619 at 4% or $247,079 at 6%; with 50% employer match about $247,079 at 4% or $164,719 at 6%; with 100% employer match about $185,309 at 4% or $123,540 at 6%.
201518$1,151,214$116,573$14,572iApproximate average salary by contribution assumption: employee only about $364,291 at 4% or $242,860 at 6%; with 50% employer match about $242,860 at 4% or $161,907 at 6%; with 100% employer match about $182,145 at 4% or $121,430 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-8$1,151,214$116,573$14,572iApproximate average salary by contribution assumption: employee only about $364,291 at 4% or $242,860 at 6%; with 50% employer match about $242,860 at 4% or $161,907 at 6%; with 100% employer match about $182,145 at 4% or $121,430 at 6%.
201417$1,175,467$153,891$21,984iApproximate average salary by contribution assumption: employee only about $549,611 at 4% or $366,407 at 6%; with 50% employer match about $366,407 at 4% or $244,271 at 6%; with 100% employer match about $274,805 at 4% or $183,204 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-7$1,175,467$153,891$21,984iApproximate average salary by contribution assumption: employee only about $549,611 at 4% or $366,407 at 6%; with 50% employer match about $366,407 at 4% or $244,271 at 6%; with 100% employer match about $274,805 at 4% or $183,204 at 6%.
201317$1,080,375$163,450$23,350iApproximate average salary by contribution assumption: employee only about $583,750 at 4% or $389,167 at 6%; with 50% employer match about $389,167 at 4% or $259,444 at 6%; with 100% employer match about $291,875 at 4% or $194,583 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-7$1,080,375$163,450$23,350iApproximate average salary by contribution assumption: employee only about $583,750 at 4% or $389,167 at 6%; with 50% employer match about $389,167 at 4% or $259,444 at 6%; with 100% employer match about $291,875 at 4% or $194,583 at 6%.
201215$941,990$87,282$17,456iApproximate average salary by contribution assumption: employee only about $436,410 at 4% or $290,940 at 6%; with 50% employer match about $290,940 at 4% or $193,960 at 6%; with 100% employer match about $218,205 at 4% or $145,470 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$941,990$87,282$17,456iApproximate average salary by contribution assumption: employee only about $436,410 at 4% or $290,940 at 6%; with 50% employer match about $290,940 at 4% or $193,960 at 6%; with 100% employer match about $218,205 at 4% or $145,470 at 6%.
201115$849,219$57,325$11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$849,219$57,325$11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%.
201016$903,428$94,683$15,781iApproximate average salary by contribution assumption: employee only about $394,513 at 4% or $263,008 at 6%; with 50% employer match about $263,008 at 4% or $175,339 at 6%; with 100% employer match about $197,256 at 4% or $131,504 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-6$903,428$94,683$15,781iApproximate average salary by contribution assumption: employee only about $394,513 at 4% or $263,008 at 6%; with 50% employer match about $263,008 at 4% or $175,339 at 6%; with 100% employer match about $197,256 at 4% or $131,504 at 6%.
200915$730,088$87,047$17,409iApproximate average salary by contribution assumption: employee only about $435,235 at 4% or $290,157 at 6%; with 50% employer match about $290,157 at 4% or $193,438 at 6%; with 100% employer match about $217,618 at 4% or $145,078 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$730,088$87,047$17,409iApproximate average salary by contribution assumption: employee only about $435,235 at 4% or $290,157 at 6%; with 50% employer match about $290,157 at 4% or $193,438 at 6%; with 100% employer match about $217,618 at 4% or $145,078 at 6%.
200815$516,921$84,819$16,964iApproximate average salary by contribution assumption: employee only about $424,095 at 4% or $282,730 at 6%; with 50% employer match about $282,730 at 4% or $188,487 at 6%; with 100% employer match about $212,048 at 4% or $141,365 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$516,921$84,819$16,964iApproximate average salary by contribution assumption: employee only about $424,095 at 4% or $282,730 at 6%; with 50% employer match about $282,730 at 4% or $188,487 at 6%; with 100% employer match about $212,048 at 4% or $141,365 at 6%.
200715$0$0-
Stephen M. Evangelisti, M.D. 401K Plan-5---
200615$549,414$74,600$14,920iApproximate average salary by contribution assumption: employee only about $373,000 at 4% or $248,667 at 6%; with 50% employer match about $248,667 at 4% or $165,778 at 6%; with 100% employer match about $186,500 at 4% or $124,333 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$549,414$74,600$14,920iApproximate average salary by contribution assumption: employee only about $373,000 at 4% or $248,667 at 6%; with 50% employer match about $248,667 at 4% or $165,778 at 6%; with 100% employer match about $186,500 at 4% or $124,333 at 6%.
200515$416,158$70,219$14,044iApproximate average salary by contribution assumption: employee only about $351,095 at 4% or $234,063 at 6%; with 50% employer match about $234,063 at 4% or $156,042 at 6%; with 100% employer match about $175,548 at 4% or $117,032 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$416,158$70,219$14,044iApproximate average salary by contribution assumption: employee only about $351,095 at 4% or $234,063 at 6%; with 50% employer match about $234,063 at 4% or $156,042 at 6%; with 100% employer match about $175,548 at 4% or $117,032 at 6%.
200425$37,457$37,457$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,428 at 6%.
Stephen M. Evangelisti, M.D. 401K Plan-5$37,457$37,457$7,491iApproximate average salary by contribution assumption: employee only about $187,285 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,428 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-0---
200225$96,837$57,886$11,577iApproximate average salary by contribution assumption: employee only about $289,430 at 4% or $192,953 at 6%; with 50% employer match about $192,953 at 4% or $128,636 at 6%; with 100% employer match about $144,715 at 4% or $96,477 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-5$96,837$31,837$6,367iApproximate average salary by contribution assumption: employee only about $159,185 at 4% or $106,123 at 6%; with 50% employer match about $106,123 at 4% or $70,749 at 6%; with 100% employer match about $79,593 at 4% or $53,062 at 6%.
STEPHEN M. EVANGELISTI, M.D. MONEY PURCHASE PLAN-0-$26,049-
200121$58,094$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-1$31,239$19,700$19,700iApproximate average salary by contribution assumption: employee only about $492,500 at 4% or $328,333 at 6%; with 50% employer match about $328,333 at 4% or $218,889 at 6%; with 100% employer match about $246,250 at 4% or $164,167 at 6%.
STEPHEN M. EVANGELISTI, M.D. MONEY PURCHASE PLAN-1$26,855$15,300$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
200021$28,550$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Stephen M. Evangelisti, M.D. Profit Sharing Plan-1$15,008$14,700$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
STEPHEN M. EVALGELISTI, M.D. MONEY PURCHASE PLAN-1$13,542$15,300$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.