Civic Intelligence

David a. Vertullo, M.D. PC.

Plan context: David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan

EIN 20-4711178 • Scottsdale, AZ • 10 filings • 3 plans

11999 N. 119th StreetScottsdale, AZ 85259
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$7,984,039

2020 Contributions

$106,000

Historical Graphs

Total Assets Over Time

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

$7,984,039$3,992,020$0201220162019YearValue
$7,984,039Latest year 2019

Participants Over Time

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

210201220162019YearValue
2Latest 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
202010$0$0-
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-0$0--
201912$7,984,039$0-
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-2$7,984,039--
201812$5,785,873$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-2$5,785,873$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201712$6,018,018$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-2$6,018,018$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
201612$4,786,640$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-2$4,786,640$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201522$4,091,131$4,335,418$2,167,709iApproximate average salary by contribution assumption: employee only about $54,192,725 at 4% or $36,128,483 at 6%; with 50% employer match about $36,128,483 at 4% or $24,085,656 at 6%; with 100% employer match about $27,096,363 at 4% or $18,064,242 at 6%.
David a. Vertullo, M.D. PC. 401(K) Profit Sharing Plan-2$4,091,131$4,335,418$2,167,709iApproximate average salary by contribution assumption: employee only about $54,192,725 at 4% or $36,128,483 at 6%; with 50% employer match about $36,128,483 at 4% or $24,085,656 at 6%; with 100% employer match about $27,096,363 at 4% or $18,064,242 at 6%.
DAVID A. VERTULLO, M.D., P.C. DEFINED BENEFIT PLAN-0$0$0-
201412$2,122,957$187,500$93,750iApproximate average salary by contribution assumption: employee only about $2,343,750 at 4% or $1,562,500 at 6%; with 50% employer match about $1,562,500 at 4% or $1,041,667 at 6%; with 100% employer match about $1,171,875 at 4% or $781,250 at 6%.
DAVID A. VERTULLO, MD, PC DEFINED BENEFIT PLAN-2$2,122,957$187,500$93,750iApproximate average salary by contribution assumption: employee only about $2,343,750 at 4% or $1,562,500 at 6%; with 50% employer match about $1,562,500 at 4% or $1,041,667 at 6%; with 100% employer match about $1,171,875 at 4% or $781,250 at 6%.
201312$1,674,870$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
DAVID A. VERTULLO, MD, PC DEFINED BENEFIT PLAN-2$1,674,870$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201212$1,049,655$157,000$78,500iApproximate average salary by contribution assumption: employee only about $1,962,500 at 4% or $1,308,333 at 6%; with 50% employer match about $1,308,333 at 4% or $872,222 at 6%; with 100% employer match about $981,250 at 4% or $654,167 at 6%.
DAVID A. VERTULLO, M.D., P.C. DEFINED BENEFIT PLAN-2$1,049,655$157,000$78,500iApproximate average salary by contribution assumption: employee only about $1,962,500 at 4% or $1,308,333 at 6%; with 50% employer match about $1,308,333 at 4% or $872,222 at 6%; with 100% employer match about $981,250 at 4% or $654,167 at 6%.