Civic Intelligence

Kari Patterson MD PLC

Plan context: Enterprising Solutions Ee Savings & Retirement Plan

EIN 20-1524157 • Phoenix, AZ • 13 filings • 2 plans

1430 East Missouri Ave., Suite B155Phoenix, AZ 85014
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$102,242

2020 Contributions

$5,732

Historical Graphs

Total Assets Over Time

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

$106,790$53,395$0200820142020YearValue
$102,242Latest year 2020

Participants Over Time

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

420200820142020YearValue
1Latest year 2020

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
202011$102,242$5,732$5,732iApproximate average salary by contribution assumption: employee only about $143,300 at 4% or $95,533 at 6%; with 50% employer match about $95,533 at 4% or $63,689 at 6%; with 100% employer match about $71,650 at 4% or $47,767 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-1$102,242$5,732$5,732iApproximate average salary by contribution assumption: employee only about $143,300 at 4% or $95,533 at 6%; with 50% employer match about $95,533 at 4% or $63,689 at 6%; with 100% employer match about $71,650 at 4% or $47,767 at 6%.
201912$106,790$5,172$2,586iApproximate average salary by contribution assumption: employee only about $64,650 at 4% or $43,100 at 6%; with 50% employer match about $43,100 at 4% or $28,733 at 6%; with 100% employer match about $32,325 at 4% or $21,550 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$106,790$5,172$2,586iApproximate average salary by contribution assumption: employee only about $64,650 at 4% or $43,100 at 6%; with 50% employer match about $43,100 at 4% or $28,733 at 6%; with 100% employer match about $32,325 at 4% or $21,550 at 6%.
201812$88,225$5,668$2,834iApproximate average salary by contribution assumption: employee only about $70,850 at 4% or $47,233 at 6%; with 50% employer match about $47,233 at 4% or $31,489 at 6%; with 100% employer match about $35,425 at 4% or $23,617 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$88,225$5,668$2,834iApproximate average salary by contribution assumption: employee only about $70,850 at 4% or $47,233 at 6%; with 50% employer match about $47,233 at 4% or $31,489 at 6%; with 100% employer match about $35,425 at 4% or $23,617 at 6%.
201712$86,158$7,192$3,596iApproximate average salary by contribution assumption: employee only about $89,900 at 4% or $59,933 at 6%; with 50% employer match about $59,933 at 4% or $39,956 at 6%; with 100% employer match about $44,950 at 4% or $29,967 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$86,158$7,192$3,596iApproximate average salary by contribution assumption: employee only about $89,900 at 4% or $59,933 at 6%; with 50% employer match about $59,933 at 4% or $39,956 at 6%; with 100% employer match about $44,950 at 4% or $29,967 at 6%.
201612$73,394$5,368$2,684iApproximate average salary by contribution assumption: employee only about $67,100 at 4% or $44,733 at 6%; with 50% employer match about $44,733 at 4% or $29,822 at 6%; with 100% employer match about $33,550 at 4% or $22,367 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$73,394$5,368$2,684iApproximate average salary by contribution assumption: employee only about $67,100 at 4% or $44,733 at 6%; with 50% employer match about $44,733 at 4% or $29,822 at 6%; with 100% employer match about $33,550 at 4% or $22,367 at 6%.
201512$64,456$5,970$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$64,456$5,970$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
201412$59,659$6,290$3,145iApproximate average salary by contribution assumption: employee only about $78,625 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,944 at 6%; with 100% employer match about $39,313 at 4% or $26,208 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$59,659$6,290$3,145iApproximate average salary by contribution assumption: employee only about $78,625 at 4% or $52,417 at 6%; with 50% employer match about $52,417 at 4% or $34,944 at 6%; with 100% employer match about $39,313 at 4% or $26,208 at 6%.
201312$49,662$6,238$3,119iApproximate average salary by contribution assumption: employee only about $77,975 at 4% or $51,983 at 6%; with 50% employer match about $51,983 at 4% or $34,656 at 6%; with 100% employer match about $38,988 at 4% or $25,992 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$49,662$6,238$3,119iApproximate average salary by contribution assumption: employee only about $77,975 at 4% or $51,983 at 6%; with 50% employer match about $51,983 at 4% or $34,656 at 6%; with 100% employer match about $38,988 at 4% or $25,992 at 6%.
201212$41,842$7,332$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$41,842$7,332$3,666iApproximate average salary by contribution assumption: employee only about $91,650 at 4% or $61,100 at 6%; with 50% employer match about $61,100 at 4% or $40,733 at 6%; with 100% employer match about $45,825 at 4% or $30,550 at 6%.
201112$33,057$8,280$4,140iApproximate average salary by contribution assumption: employee only about $103,500 at 4% or $69,000 at 6%; with 50% employer match about $69,000 at 4% or $46,000 at 6%; with 100% employer match about $51,750 at 4% or $34,500 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-2$33,057$8,280$4,140iApproximate average salary by contribution assumption: employee only about $103,500 at 4% or $69,000 at 6%; with 50% employer match about $69,000 at 4% or $46,000 at 6%; with 100% employer match about $51,750 at 4% or $34,500 at 6%.
201013$24,558$7,640$2,547iApproximate average salary by contribution assumption: employee only about $63,667 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-3$24,558$7,640$2,547iApproximate average salary by contribution assumption: employee only about $63,667 at 4% or $42,444 at 6%; with 50% employer match about $42,444 at 4% or $28,296 at 6%; with 100% employer match about $31,833 at 4% or $21,222 at 6%.
200914$23,045$10,709$2,677iApproximate average salary by contribution assumption: employee only about $66,931 at 4% or $44,621 at 6%; with 50% employer match about $44,621 at 4% or $29,747 at 6%; with 100% employer match about $33,466 at 4% or $22,310 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-4$23,045$10,709$2,677iApproximate average salary by contribution assumption: employee only about $66,931 at 4% or $44,621 at 6%; with 50% employer match about $44,621 at 4% or $29,747 at 6%; with 100% employer match about $33,466 at 4% or $22,310 at 6%.
200814$9,346$10,434$2,609iApproximate average salary by contribution assumption: employee only about $65,213 at 4% or $43,475 at 6%; with 50% employer match about $43,475 at 4% or $28,983 at 6%; with 100% employer match about $32,606 at 4% or $21,738 at 6%.
Enterprising Solutions Ee Savings & Retirement Plan-4$9,346$10,434$2,609iApproximate average salary by contribution assumption: employee only about $65,213 at 4% or $43,475 at 6%; with 50% employer match about $43,475 at 4% or $28,983 at 6%; with 100% employer match about $32,606 at 4% or $21,738 at 6%.