Civic Intelligence

Derrick Umphlett MD PC

Plan context: Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust

EIN 20-5823583 • Yuma, AZ • 8 filings • 2 plans

2554 W 16th Street# 404Yuma, AZ 85364-4229
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$858,014

2021 Contributions

$37,500

Historical Graphs

Total Assets Over Time

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

$858,014$429,007$0201420182021YearValue
$858,014Latest year 2021

Participants Over Time

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

110201420182021YearValue
1Latest year 2021

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
202111$858,014$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$858,014$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202011$722,398$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$722,398$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
201911$579,945$41,123$41,123iApproximate average salary by contribution assumption: employee only about $1,028,075 at 4% or $685,383 at 6%; with 50% employer match about $685,383 at 4% or $456,922 at 6%; with 100% employer match about $514,038 at 4% or $342,692 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$579,945$41,123$41,123iApproximate average salary by contribution assumption: employee only about $1,028,075 at 4% or $685,383 at 6%; with 50% employer match about $685,383 at 4% or $456,922 at 6%; with 100% employer match about $514,038 at 4% or $342,692 at 6%.
201811$435,483$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$435,483$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
201711$448,686$0-
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$448,686$0-
201611$384,177$0-
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$384,177$0-
201511$358,485$20,140$20,140iApproximate average salary by contribution assumption: employee only about $503,500 at 4% or $335,667 at 6%; with 50% employer match about $335,667 at 4% or $223,778 at 6%; with 100% employer match about $251,750 at 4% or $167,833 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$358,485$20,140$20,140iApproximate average salary by contribution assumption: employee only about $503,500 at 4% or $335,667 at 6%; with 50% employer match about $335,667 at 4% or $223,778 at 6%; with 100% employer match about $251,750 at 4% or $167,833 at 6%.
201411$346,116$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Derrick Umphlett MD PC 401(K) Profit Sharing Plan & Trust-1$346,116$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.