Michael J Doherty Dds LLC DBA
Plan context: Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan
EIN 26-4061096 • Medford, OR • 21 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,944,970
2024 Contributions
$259,893
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 13 | $2,944,970 | $259,893 | $19,992iApproximate average salary by contribution assumption: employee only about $499,794 at 4% or $333,196 at 6%; with 50% employer match about $333,196 at 4% or $222,131 at 6%; with 100% employer match about $249,897 at 4% or $166,598 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 12 | $1,829,419 | $140,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 13 | $1,115,551 | $119,893 | $9,223iApproximate average salary by contribution assumption: employee only about $230,563 at 4% or $153,709 at 6%; with 50% employer match about $153,709 at 4% or $102,473 at 6%; with 100% employer match about $115,282 at 4% or $76,854 at 6%. |
| 2023 | 2 | 14 | $4,490,097 | $123,673 | $8,834iApproximate average salary by contribution assumption: employee only about $220,845 at 4% or $147,230 at 6%; with 50% employer match about $147,230 at 4% or $98,153 at 6%; with 100% employer match about $110,422 at 4% or $73,615 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 14 | $2,981,938 | $1,000 | $71iApproximate average salary by contribution assumption: employee only about $1,786 at 4% or $1,190 at 6%; with 50% employer match about $1,190 at 4% or $794 at 6%; with 100% employer match about $893 at 4% or $595 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 13 | $1,508,159 | $122,673 | $9,436iApproximate average salary by contribution assumption: employee only about $235,910 at 4% or $157,273 at 6%; with 50% employer match about $157,273 at 4% or $104,849 at 6%; with 100% employer match about $117,955 at 4% or $78,637 at 6%. |
| 2022 | 2 | 11 | $3,900,449 | $355,713 | $32,338iApproximate average salary by contribution assumption: employee only about $808,439 at 4% or $538,959 at 6%; with 50% employer match about $538,959 at 4% or $359,306 at 6%; with 100% employer match about $404,219 at 4% or $269,480 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 11 | $2,683,992 | $230,100 | $20,918iApproximate average salary by contribution assumption: employee only about $522,955 at 4% or $348,636 at 6%; with 50% employer match about $348,636 at 4% or $232,424 at 6%; with 100% employer match about $261,477 at 4% or $174,318 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 10 | $1,216,457 | $125,613 | $12,561iApproximate average salary by contribution assumption: employee only about $314,033 at 4% or $209,355 at 6%; with 50% employer match about $209,355 at 4% or $139,570 at 6%; with 100% employer match about $157,016 at 4% or $104,678 at 6%. |
| 2021 | 2 | 10 | $4,109,782 | $856,236 | $85,624iApproximate average salary by contribution assumption: employee only about $2,140,590 at 4% or $1,427,060 at 6%; with 50% employer match about $1,427,060 at 4% or $951,373 at 6%; with 100% employer match about $1,070,295 at 4% or $713,530 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 8 | $2,789,336 | $700,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 10 | $1,320,446 | $156,236 | $15,624iApproximate average salary by contribution assumption: employee only about $390,590 at 4% or $260,393 at 6%; with 50% employer match about $260,393 at 4% or $173,596 at 6%; with 100% employer match about $195,295 at 4% or $130,197 at 6%. |
| 2020 | 2 | 11 | $2,857,599 | $490,663 | $44,606iApproximate average salary by contribution assumption: employee only about $1,115,143 at 4% or $743,429 at 6%; with 50% employer match about $743,429 at 4% or $495,619 at 6%; with 100% employer match about $557,572 at 4% or $371,714 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 8 | $1,864,122 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 11 | $993,477 | $90,663 | $8,242iApproximate average salary by contribution assumption: employee only about $206,052 at 4% or $137,368 at 6%; with 50% employer match about $137,368 at 4% or $91,579 at 6%; with 100% employer match about $103,026 at 4% or $68,684 at 6%. |
| 2019 | 2 | 10 | $2,151,580 | $608,724 | $60,872iApproximate average salary by contribution assumption: employee only about $1,521,810 at 4% or $1,014,540 at 6%; with 50% employer match about $1,014,540 at 4% or $676,360 at 6%; with 100% employer match about $760,905 at 4% or $507,270 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 8 | $1,303,245 | $508,532 | $63,567iApproximate average salary by contribution assumption: employee only about $1,589,163 at 4% or $1,059,442 at 6%; with 50% employer match about $1,059,442 at 4% or $706,294 at 6%; with 100% employer match about $794,581 at 4% or $529,721 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 10 | $848,335 | $100,192 | $10,019iApproximate average salary by contribution assumption: employee only about $250,480 at 4% or $166,987 at 6%; with 50% employer match about $166,987 at 4% or $111,324 at 6%; with 100% employer match about $125,240 at 4% or $83,493 at 6%. |
| 2018 | 2 | 9 | $1,317,940 | $363,207 | $40,356iApproximate average salary by contribution assumption: employee only about $1,008,908 at 4% or $672,606 at 6%; with 50% employer match about $672,606 at 4% or $448,404 at 6%; with 100% employer match about $504,454 at 4% or $336,303 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 7 | $685,356 | $277,242 | $39,606iApproximate average salary by contribution assumption: employee only about $990,150 at 4% or $660,100 at 6%; with 50% employer match about $660,100 at 4% or $440,067 at 6%; with 100% employer match about $495,075 at 4% or $330,050 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 9 | $632,584 | $85,965 | $9,552iApproximate average salary by contribution assumption: employee only about $238,792 at 4% or $159,194 at 6%; with 50% employer match about $159,194 at 4% or $106,130 at 6%; with 100% employer match about $119,396 at 4% or $79,597 at 6%. |
| 2017 | 2 | 8 | $1,084,454 | $237,780 | $29,723iApproximate average salary by contribution assumption: employee only about $743,063 at 4% or $495,375 at 6%; with 50% employer match about $495,375 at 4% or $330,250 at 6%; with 100% employer match about $371,531 at 4% or $247,688 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 8 | $630,828 | $74,866 | $9,358iApproximate average salary by contribution assumption: employee only about $233,956 at 4% or $155,971 at 6%; with 50% employer match about $155,971 at 4% or $103,981 at 6%; with 100% employer match about $116,978 at 4% or $77,985 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 6 | $453,626 | $162,914 | $27,152iApproximate average salary by contribution assumption: employee only about $678,808 at 4% or $452,539 at 6%; with 50% employer match about $452,539 at 4% or $301,693 at 6%; with 100% employer match about $339,404 at 4% or $226,269 at 6%. |
| 2016 | 2 | 8 | $736,286 | $332,332 | $41,542iApproximate average salary by contribution assumption: employee only about $1,038,538 at 4% or $692,358 at 6%; with 50% employer match about $692,358 at 4% or $461,572 at 6%; with 100% employer match about $519,269 at 4% or $346,179 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 8 | $474,262 | $72,527 | $9,066iApproximate average salary by contribution assumption: employee only about $226,647 at 4% or $151,098 at 6%; with 50% employer match about $151,098 at 4% or $100,732 at 6%; with 100% employer match about $113,323 at 4% or $75,549 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC Cash Balance Plan | - | 6 | $262,024 | $259,805 | $43,301iApproximate average salary by contribution assumption: employee only about $1,082,521 at 4% or $721,681 at 6%; with 50% employer match about $721,681 at 4% or $481,120 at 6%; with 100% employer match about $541,260 at 4% or $360,840 at 6%. |
| 2015 | 1 | 7 | $359,931 | $228,518 | $32,645iApproximate average salary by contribution assumption: employee only about $816,136 at 4% or $544,090 at 6%; with 50% employer match about $544,090 at 4% or $362,727 at 6%; with 100% employer match about $408,068 at 4% or $272,045 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 7 | $359,931 | $228,518 | $32,645iApproximate average salary by contribution assumption: employee only about $816,136 at 4% or $544,090 at 6%; with 50% employer match about $544,090 at 4% or $362,727 at 6%; with 100% employer match about $408,068 at 4% or $272,045 at 6%. |
| 2014 | 1 | 7 | $169,246 | $79,931 | $11,419iApproximate average salary by contribution assumption: employee only about $285,468 at 4% or $190,312 at 6%; with 50% employer match about $190,312 at 4% or $126,875 at 6%; with 100% employer match about $142,734 at 4% or $95,156 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 7 | $169,246 | $79,931 | $11,419iApproximate average salary by contribution assumption: employee only about $285,468 at 4% or $190,312 at 6%; with 50% employer match about $190,312 at 4% or $126,875 at 6%; with 100% employer match about $142,734 at 4% or $95,156 at 6%. |
| 2013 | 1 | 7 | $85,568 | $85,566 | $12,224iApproximate average salary by contribution assumption: employee only about $305,593 at 4% or $203,729 at 6%; with 50% employer match about $203,729 at 4% or $135,819 at 6%; with 100% employer match about $152,796 at 4% or $101,864 at 6%. |
| Rogue Valley Oral & Maxillofacial Surgery PC 401(K) Plan | - | 7 | $85,568 | $85,566 | $12,224iApproximate average salary by contribution assumption: employee only about $305,593 at 4% or $203,729 at 6%; with 50% employer match about $203,729 at 4% or $135,819 at 6%; with 100% employer match about $152,796 at 4% or $101,864 at 6%. |