Civic Intelligence

Jo Yvette Pelfrey, M.D.

Plan context: Jo Yvette Pelfrey, M.D. 401K Plan

EIN 31-1285459 • Springboro, OH • 16 filings • 3 plans

518 Patton Dr.Springboro, OH 45066-9671
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$21,899

2015 Contributions

$9,871

Historical Graphs

Total Assets Over Time

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

$637,523$318,762$0199920092015YearValue
$21,899Latest year 2015

Participants Over Time

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

1370199920082015YearValue
3Latest year 2015

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
201523$21,899$0-
Jo Yvette Pelfrey, M.D. 401K Plan-3$21,899--
Jo Yvette Pelfrey, M.D. 401K Plan-0$0--
2014112$637,523$9,871$823iApproximate average salary by contribution assumption: employee only about $20,565 at 4% or $13,710 at 6%; with 50% employer match about $13,710 at 4% or $9,140 at 6%; with 100% employer match about $10,282 at 4% or $6,855 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-12$637,523$9,871$823iApproximate average salary by contribution assumption: employee only about $20,565 at 4% or $13,710 at 6%; with 50% employer match about $13,710 at 4% or $9,140 at 6%; with 100% employer match about $10,282 at 4% or $6,855 at 6%.
2013113$632,155$40,806$3,139iApproximate average salary by contribution assumption: employee only about $78,473 at 4% or $52,315 at 6%; with 50% employer match about $52,315 at 4% or $34,877 at 6%; with 100% employer match about $39,237 at 4% or $26,158 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-13$632,155$40,806$3,139iApproximate average salary by contribution assumption: employee only about $78,473 at 4% or $52,315 at 6%; with 50% employer match about $52,315 at 4% or $34,877 at 6%; with 100% employer match about $39,237 at 4% or $26,158 at 6%.
2012113$483,335$34,925$2,687iApproximate average salary by contribution assumption: employee only about $67,163 at 4% or $44,776 at 6%; with 50% employer match about $44,776 at 4% or $29,850 at 6%; with 100% employer match about $33,582 at 4% or $22,388 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-13$483,335$34,925$2,687iApproximate average salary by contribution assumption: employee only about $67,163 at 4% or $44,776 at 6%; with 50% employer match about $44,776 at 4% or $29,850 at 6%; with 100% employer match about $33,582 at 4% or $22,388 at 6%.
2011112$393,039$40,626$3,386iApproximate average salary by contribution assumption: employee only about $84,638 at 4% or $56,425 at 6%; with 50% employer match about $56,425 at 4% or $37,617 at 6%; with 100% employer match about $42,319 at 4% or $28,213 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-12$393,039$40,626$3,386iApproximate average salary by contribution assumption: employee only about $84,638 at 4% or $56,425 at 6%; with 50% employer match about $56,425 at 4% or $37,617 at 6%; with 100% employer match about $42,319 at 4% or $28,213 at 6%.
2010112$414,535$35,627$2,969iApproximate average salary by contribution assumption: employee only about $74,223 at 4% or $49,482 at 6%; with 50% employer match about $49,482 at 4% or $32,988 at 6%; with 100% employer match about $37,111 at 4% or $24,741 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-12$414,535$35,627$2,969iApproximate average salary by contribution assumption: employee only about $74,223 at 4% or $49,482 at 6%; with 50% employer match about $49,482 at 4% or $32,988 at 6%; with 100% employer match about $37,111 at 4% or $24,741 at 6%.
2009113$341,114$38,444$2,957iApproximate average salary by contribution assumption: employee only about $73,931 at 4% or $49,287 at 6%; with 50% employer match about $49,287 at 4% or $32,858 at 6%; with 100% employer match about $36,965 at 4% or $24,644 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-13$341,114$38,444$2,957iApproximate average salary by contribution assumption: employee only about $73,931 at 4% or $49,287 at 6%; with 50% employer match about $49,287 at 4% or $32,858 at 6%; with 100% employer match about $36,965 at 4% or $24,644 at 6%.
200819$213,643$29,855$3,317iApproximate average salary by contribution assumption: employee only about $82,931 at 4% or $55,287 at 6%; with 50% employer match about $55,287 at 4% or $36,858 at 6%; with 100% employer match about $41,465 at 4% or $27,644 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-9$213,643$29,855$3,317iApproximate average salary by contribution assumption: employee only about $82,931 at 4% or $55,287 at 6%; with 50% employer match about $55,287 at 4% or $36,858 at 6%; with 100% employer match about $41,465 at 4% or $27,644 at 6%.
200718$362,488$29,520$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-8$362,488$29,520$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
200516$234,350$24,926$4,154iApproximate average salary by contribution assumption: employee only about $103,858 at 4% or $69,239 at 6%; with 50% employer match about $69,239 at 4% or $46,159 at 6%; with 100% employer match about $51,929 at 4% or $34,619 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-6$234,350$24,926$4,154iApproximate average salary by contribution assumption: employee only about $103,858 at 4% or $69,239 at 6%; with 50% employer match about $69,239 at 4% or $46,159 at 6%; with 100% employer match about $51,929 at 4% or $34,619 at 6%.
200417$208,360$21,395$3,056iApproximate average salary by contribution assumption: employee only about $76,411 at 4% or $50,940 at 6%; with 50% employer match about $50,940 at 4% or $33,960 at 6%; with 100% employer match about $38,205 at 4% or $25,470 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-7$208,360$21,395$3,056iApproximate average salary by contribution assumption: employee only about $76,411 at 4% or $50,940 at 6%; with 50% employer match about $50,940 at 4% or $33,960 at 6%; with 100% employer match about $38,205 at 4% or $25,470 at 6%.
200215$130,073$21,627$4,325iApproximate average salary by contribution assumption: employee only about $108,135 at 4% or $72,090 at 6%; with 50% employer match about $72,090 at 4% or $48,060 at 6%; with 100% employer match about $54,067 at 4% or $36,045 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-5$130,073$21,627$4,325iApproximate average salary by contribution assumption: employee only about $108,135 at 4% or $72,090 at 6%; with 50% employer match about $72,090 at 4% or $48,060 at 6%; with 100% employer match about $54,067 at 4% or $36,045 at 6%.
200115$0$0-
Jo Yvette Pelfrey, M.D. 401K Plan-5---
200012$120,284$19,773$9,887iApproximate average salary by contribution assumption: employee only about $247,163 at 4% or $164,775 at 6%; with 50% employer match about $164,775 at 4% or $109,850 at 6%; with 100% employer match about $123,581 at 4% or $82,388 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-2$120,284$19,773$9,887iApproximate average salary by contribution assumption: employee only about $247,163 at 4% or $164,775 at 6%; with 50% employer match about $164,775 at 4% or $109,850 at 6%; with 100% employer match about $123,581 at 4% or $82,388 at 6%.
199912$136,658$20,620$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.
Jo Yvette Pelfrey, M.D. 401K Plan-2$136,658$20,620$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.