Civic Intelligence

Julie E. York, MD PC

Plan context: JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN

EIN 20-4764423 • Salem, OR • 23 filings • 4 plans

875 Oak St. SE, Suite 5085Salem, OR 97301
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$3,601,825

2021 Contributions

$433,079

Historical Graphs

Total Assets Over Time

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

$3,601,825$1,800,913$0200820142020YearValue
$3,601,825Latest year 2020

Participants Over Time

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

19100200720142020YearValue
19Latest 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
202110$0$0-
Julie E. York, MD PC Cash Balance Plan-0$0$0-
2020219$3,601,825$433,079$22,794iApproximate average salary by contribution assumption: employee only about $569,841 at 4% or $379,894 at 6%; with 50% employer match about $379,894 at 4% or $253,263 at 6%; with 100% employer match about $284,920 at 4% or $189,947 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-19$1,881,213$265,738$13,986iApproximate average salary by contribution assumption: employee only about $349,655 at 4% or $233,104 at 6%; with 50% employer match about $233,104 at 4% or $155,402 at 6%; with 100% employer match about $174,828 at 4% or $116,552 at 6%.
Julie E. York, MD PC Cash Balance Plan-13$1,720,612$167,341$12,872iApproximate average salary by contribution assumption: employee only about $321,810 at 4% or $214,540 at 6%; with 50% employer match about $214,540 at 4% or $143,026 at 6%; with 100% employer match about $160,905 at 4% or $107,270 at 6%.
201927$2,994,056$263,100$37,586iApproximate average salary by contribution assumption: employee only about $939,643 at 4% or $626,429 at 6%; with 50% employer match about $626,429 at 4% or $417,619 at 6%; with 100% employer match about $469,821 at 4% or $313,214 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$1,551,743$198,641$33,107iApproximate average salary by contribution assumption: employee only about $827,671 at 4% or $551,781 at 6%; with 50% employer match about $551,781 at 4% or $367,854 at 6%; with 100% employer match about $413,835 at 4% or $275,890 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-7$1,442,313$64,459$9,208iApproximate average salary by contribution assumption: employee only about $230,211 at 4% or $153,474 at 6%; with 50% employer match about $153,474 at 4% or $102,316 at 6%; with 100% employer match about $115,105 at 4% or $76,737 at 6%.
201827$2,376,955$319,475$45,639iApproximate average salary by contribution assumption: employee only about $1,140,982 at 4% or $760,655 at 6%; with 50% employer match about $760,655 at 4% or $507,103 at 6%; with 100% employer match about $570,491 at 4% or $380,327 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$1,236,509$255,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-7$1,140,446$64,475$9,211iApproximate average salary by contribution assumption: employee only about $230,268 at 4% or $153,512 at 6%; with 50% employer match about $153,512 at 4% or $102,341 at 6%; with 100% employer match about $115,134 at 4% or $76,756 at 6%.
201727$2,237,981$324,186$46,312iApproximate average salary by contribution assumption: employee only about $1,157,807 at 4% or $771,871 at 6%; with 50% employer match about $771,871 at 4% or $514,581 at 6%; with 100% employer match about $578,904 at 4% or $385,936 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-7$1,196,911$69,186$9,884iApproximate average salary by contribution assumption: employee only about $247,093 at 4% or $164,729 at 6%; with 50% employer match about $164,729 at 4% or $109,819 at 6%; with 100% employer match about $123,546 at 4% or $82,364 at 6%.
Julie E. York, MD PC Cash Balance Plan-7$1,041,070$255,000$36,429iApproximate average salary by contribution assumption: employee only about $910,714 at 4% or $607,143 at 6%; with 50% employer match about $607,143 at 4% or $404,762 at 6%; with 100% employer match about $455,357 at 4% or $303,571 at 6%.
201626$1,704,707$331,610$55,268iApproximate average salary by contribution assumption: employee only about $1,381,708 at 4% or $921,139 at 6%; with 50% employer match about $921,139 at 4% or $614,093 at 6%; with 100% employer match about $690,854 at 4% or $460,569 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-6$968,595$76,610$12,768iApproximate average salary by contribution assumption: employee only about $319,208 at 4% or $212,806 at 6%; with 50% employer match about $212,806 at 4% or $141,870 at 6%; with 100% employer match about $159,604 at 4% or $106,403 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$736,112$255,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
201527$1,336,601$306,982$43,855iApproximate average salary by contribution assumption: employee only about $1,096,364 at 4% or $730,910 at 6%; with 50% employer match about $730,910 at 4% or $487,273 at 6%; with 100% employer match about $548,182 at 4% or $365,455 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-7$862,131$86,982$12,426iApproximate average salary by contribution assumption: employee only about $310,650 at 4% or $207,100 at 6%; with 50% employer match about $207,100 at 4% or $138,067 at 6%; with 100% employer match about $155,325 at 4% or $103,550 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$474,470$220,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
201428$1,032,410$248,248$31,031iApproximate average salary by contribution assumption: employee only about $775,775 at 4% or $517,183 at 6%; with 50% employer match about $517,183 at 4% or $344,789 at 6%; with 100% employer match about $387,888 at 4% or $258,592 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-8$766,372$83,928$10,491iApproximate average salary by contribution assumption: employee only about $262,275 at 4% or $174,850 at 6%; with 50% employer match about $174,850 at 4% or $116,567 at 6%; with 100% employer match about $131,138 at 4% or $87,425 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$266,038$164,320$27,387iApproximate average salary by contribution assumption: employee only about $684,667 at 4% or $456,444 at 6%; with 50% employer match about $456,444 at 4% or $304,296 at 6%; with 100% employer match about $342,333 at 4% or $228,222 at 6%.
201328$764,084$354,072$44,259iApproximate average salary by contribution assumption: employee only about $1,106,475 at 4% or $737,650 at 6%; with 50% employer match about $737,650 at 4% or $491,767 at 6%; with 100% employer match about $553,238 at 4% or $368,825 at 6%.
JULIE E. YORK MD, PC 401(K) PROFIT SHARING PLAN-8$658,731$184,236$23,030iApproximate average salary by contribution assumption: employee only about $575,738 at 4% or $383,825 at 6%; with 50% employer match about $383,825 at 4% or $255,883 at 6%; with 100% employer match about $287,869 at 4% or $191,913 at 6%.
Julie E. York, MD PC Cash Balance Plan-6$105,353$169,836$28,306iApproximate average salary by contribution assumption: employee only about $707,650 at 4% or $471,767 at 6%; with 50% employer match about $471,767 at 4% or $314,511 at 6%; with 100% employer match about $353,825 at 4% or $235,883 at 6%.
201218$446,291$101,968$12,746iApproximate average salary by contribution assumption: employee only about $318,650 at 4% or $212,433 at 6%; with 50% employer match about $212,433 at 4% or $141,622 at 6%; with 100% employer match about $159,325 at 4% or $106,217 at 6%.
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-8$446,291$101,968$12,746iApproximate average salary by contribution assumption: employee only about $318,650 at 4% or $212,433 at 6%; with 50% employer match about $212,433 at 4% or $141,622 at 6%; with 100% employer match about $159,325 at 4% or $106,217 at 6%.
201117$313,862$74,907$10,701iApproximate average salary by contribution assumption: employee only about $267,525 at 4% or $178,350 at 6%; with 50% employer match about $178,350 at 4% or $118,900 at 6%; with 100% employer match about $133,763 at 4% or $89,175 at 6%.
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-7$313,862$74,907$10,701iApproximate average salary by contribution assumption: employee only about $267,525 at 4% or $178,350 at 6%; with 50% employer match about $178,350 at 4% or $118,900 at 6%; with 100% employer match about $133,763 at 4% or $89,175 at 6%.
201016$259,080$64,264$10,711iApproximate average salary by contribution assumption: employee only about $267,767 at 4% or $178,511 at 6%; with 50% employer match about $178,511 at 4% or $119,007 at 6%; with 100% employer match about $133,883 at 4% or $89,256 at 6%.
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-6$259,080$64,264$10,711iApproximate average salary by contribution assumption: employee only about $267,767 at 4% or $178,511 at 6%; with 50% employer match about $178,511 at 4% or $119,007 at 6%; with 100% employer match about $133,883 at 4% or $89,256 at 6%.
200915$181,939$65,025$13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%.
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-5$181,939$65,025$13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%.
200810$96,327$43,511-
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-0$96,327$43,511-
200714$0$0-
JULIE E. YORK MD PC 401K PROFIT SHARING PLAN-4---