Civic Intelligence

David R. Donaldson, MD PLLC

Plan context: David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust

EIN 20-3385308 • Pocatello, ID • 17 filings • 2 plans

333 N. 18th Ave, Suite B-3Pocatello, ID 83201
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,118,993

2024 Contributions

$60,500

Historical Graphs

Total Assets Over Time

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

$1,118,993$559,497$0200820162024YearValue
$1,118,993Latest year 2024

Participants Over Time

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

740200820162024YearValue
2Latest 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
202412$1,118,993$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$1,118,993$60,500$30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%.
202312$957,986$66,500$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$957,986$66,500$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
202212$765,407$76,208$38,104iApproximate average salary by contribution assumption: employee only about $952,600 at 4% or $635,067 at 6%; with 50% employer match about $635,067 at 4% or $423,378 at 6%; with 100% employer match about $476,300 at 4% or $317,533 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$765,407$76,208$38,104iApproximate average salary by contribution assumption: employee only about $952,600 at 4% or $635,067 at 6%; with 50% employer match about $635,067 at 4% or $423,378 at 6%; with 100% employer match about $476,300 at 4% or $317,533 at 6%.
202112$845,515$72,996$36,498iApproximate average salary by contribution assumption: employee only about $912,450 at 4% or $608,300 at 6%; with 50% employer match about $608,300 at 4% or $405,533 at 6%; with 100% employer match about $456,225 at 4% or $304,150 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$845,515$72,996$36,498iApproximate average salary by contribution assumption: employee only about $912,450 at 4% or $608,300 at 6%; with 50% employer match about $608,300 at 4% or $405,533 at 6%; with 100% employer match about $456,225 at 4% or $304,150 at 6%.
202015$794,900$65,050$13,010iApproximate average salary by contribution assumption: employee only about $325,250 at 4% or $216,833 at 6%; with 50% employer match about $216,833 at 4% or $144,556 at 6%; with 100% employer match about $162,625 at 4% or $108,417 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-5$794,900$65,050$13,010iApproximate average salary by contribution assumption: employee only about $325,250 at 4% or $216,833 at 6%; with 50% employer match about $216,833 at 4% or $144,556 at 6%; with 100% employer match about $162,625 at 4% or $108,417 at 6%.
201911$658,077$52,232$52,232iApproximate average salary by contribution assumption: employee only about $1,305,800 at 4% or $870,533 at 6%; with 50% employer match about $870,533 at 4% or $580,356 at 6%; with 100% employer match about $652,900 at 4% or $435,267 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-1$658,077$52,232$52,232iApproximate average salary by contribution assumption: employee only about $1,305,800 at 4% or $870,533 at 6%; with 50% employer match about $870,533 at 4% or $580,356 at 6%; with 100% employer match about $652,900 at 4% or $435,267 at 6%.
201812$563,662$102,279$51,140iApproximate average salary by contribution assumption: employee only about $1,278,488 at 4% or $852,325 at 6%; with 50% employer match about $852,325 at 4% or $568,217 at 6%; with 100% employer match about $639,244 at 4% or $426,163 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$563,662$102,279$51,140iApproximate average salary by contribution assumption: employee only about $1,278,488 at 4% or $852,325 at 6%; with 50% employer match about $852,325 at 4% or $568,217 at 6%; with 100% employer match about $639,244 at 4% or $426,163 at 6%.
201716$508,386$93,524$15,587iApproximate average salary by contribution assumption: employee only about $389,683 at 4% or $259,789 at 6%; with 50% employer match about $259,789 at 4% or $173,193 at 6%; with 100% employer match about $194,842 at 4% or $129,894 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-6$508,386$93,524$15,587iApproximate average salary by contribution assumption: employee only about $389,683 at 4% or $259,789 at 6%; with 50% employer match about $259,789 at 4% or $173,193 at 6%; with 100% employer match about $194,842 at 4% or $129,894 at 6%.
201617$355,535$78,026$11,147iApproximate average salary by contribution assumption: employee only about $278,664 at 4% or $185,776 at 6%; with 50% employer match about $185,776 at 4% or $123,851 at 6%; with 100% employer match about $139,332 at 4% or $92,888 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-7$355,535$78,026$11,147iApproximate average salary by contribution assumption: employee only about $278,664 at 4% or $185,776 at 6%; with 50% employer match about $185,776 at 4% or $123,851 at 6%; with 100% employer match about $139,332 at 4% or $92,888 at 6%.
201515$262,004$65,412$13,082iApproximate average salary by contribution assumption: employee only about $327,060 at 4% or $218,040 at 6%; with 50% employer match about $218,040 at 4% or $145,360 at 6%; with 100% employer match about $163,530 at 4% or $109,020 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-5$262,004$65,412$13,082iApproximate average salary by contribution assumption: employee only about $327,060 at 4% or $218,040 at 6%; with 50% employer match about $218,040 at 4% or $145,360 at 6%; with 100% employer match about $163,530 at 4% or $109,020 at 6%.
201415$208,491$49,747$9,949iApproximate average salary by contribution assumption: employee only about $248,735 at 4% or $165,823 at 6%; with 50% employer match about $165,823 at 4% or $110,549 at 6%; with 100% employer match about $124,368 at 4% or $82,912 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-5$208,491$49,747$9,949iApproximate average salary by contribution assumption: employee only about $248,735 at 4% or $165,823 at 6%; with 50% employer match about $165,823 at 4% or $110,549 at 6%; with 100% employer match about $124,368 at 4% or $82,912 at 6%.
201312$165,145$25,645$12,823iApproximate average salary by contribution assumption: employee only about $320,563 at 4% or $213,708 at 6%; with 50% employer match about $213,708 at 4% or $142,472 at 6%; with 100% employer match about $160,281 at 4% or $106,854 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$165,145$25,645$12,823iApproximate average salary by contribution assumption: employee only about $320,563 at 4% or $213,708 at 6%; with 50% employer match about $213,708 at 4% or $142,472 at 6%; with 100% employer match about $160,281 at 4% or $106,854 at 6%.
201212$114,590$25,573$12,787iApproximate average salary by contribution assumption: employee only about $319,663 at 4% or $213,108 at 6%; with 50% employer match about $213,108 at 4% or $142,072 at 6%; with 100% employer match about $159,831 at 4% or $106,554 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$114,590$25,573$12,787iApproximate average salary by contribution assumption: employee only about $319,663 at 4% or $213,108 at 6%; with 50% employer match about $213,108 at 4% or $142,072 at 6%; with 100% employer match about $159,831 at 4% or $106,554 at 6%.
201112$78,224$25,528$12,764iApproximate average salary by contribution assumption: employee only about $319,100 at 4% or $212,733 at 6%; with 50% employer match about $212,733 at 4% or $141,822 at 6%; with 100% employer match about $159,550 at 4% or $106,367 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$78,224$25,528$12,764iApproximate average salary by contribution assumption: employee only about $319,100 at 4% or $212,733 at 6%; with 50% employer match about $212,733 at 4% or $141,822 at 6%; with 100% employer match about $159,550 at 4% or $106,367 at 6%.
201012$53,864$24,491$12,246iApproximate average salary by contribution assumption: employee only about $306,138 at 4% or $204,092 at 6%; with 50% employer match about $204,092 at 4% or $136,061 at 6%; with 100% employer match about $153,069 at 4% or $102,046 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$53,864$24,491$12,246iApproximate average salary by contribution assumption: employee only about $306,138 at 4% or $204,092 at 6%; with 50% employer match about $204,092 at 4% or $136,061 at 6%; with 100% employer match about $153,069 at 4% or $102,046 at 6%.
200912$23,067$13,390$6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$23,067$13,390$6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%.
200812$5,326$5,326$2,663iApproximate average salary by contribution assumption: employee only about $66,575 at 4% or $44,383 at 6%; with 50% employer match about $44,383 at 4% or $29,589 at 6%; with 100% employer match about $33,288 at 4% or $22,192 at 6%.
David R. Donaldson, MD PLLC 401(K) Profit Sharing Plan and Trust-2$5,326$5,326$2,663iApproximate average salary by contribution assumption: employee only about $66,575 at 4% or $44,383 at 6%; with 50% employer match about $44,383 at 4% or $29,589 at 6%; with 100% employer match about $33,288 at 4% or $22,192 at 6%.
David R. Donaldson, MD PLLC | EIN 20-3385308 | 2024 Form 5500 Company Profile