Richard R. M. Francis, M.D., P.A.
Plan context: Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan
EIN 33-1040259 • Houston, TX • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$4,891,588
2024 Contributions
$182,747
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 | 21 | $4,891,588 | $182,747 | $8,702iApproximate average salary by contribution assumption: employee only about $217,556 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,692 at 6%; with 100% employer match about $108,778 at 4% or $72,519 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 21 | $2,897,507 | - | - |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 21 | $1,994,081 | $182,747 | $8,702iApproximate average salary by contribution assumption: employee only about $217,556 at 4% or $145,037 at 6%; with 50% employer match about $145,037 at 4% or $96,692 at 6%; with 100% employer match about $108,778 at 4% or $72,519 at 6%. |
| 2023 | 1 | 12 | $2,681,829 | $0 | - |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 12 | $2,681,829 | - | - |
| 2022 | 2 | 20 | $5,807,725 | $208,490 | $10,425iApproximate average salary by contribution assumption: employee only about $260,613 at 4% or $173,742 at 6%; with 50% employer match about $173,742 at 4% or $115,828 at 6%; with 100% employer match about $130,306 at 4% or $86,871 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 20 | $3,338,550 | $180,229 | $9,011iApproximate average salary by contribution assumption: employee only about $225,286 at 4% or $150,191 at 6%; with 50% employer match about $150,191 at 4% or $100,127 at 6%; with 100% employer match about $112,643 at 4% or $75,095 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 18 | $2,469,175 | $28,261 | $1,570iApproximate average salary by contribution assumption: employee only about $39,251 at 4% or $26,168 at 6%; with 50% employer match about $26,168 at 4% or $17,445 at 6%; with 100% employer match about $19,626 at 4% or $13,084 at 6%. |
| 2021 | 2 | 20 | $6,430,215 | $500,072 | $25,004iApproximate average salary by contribution assumption: employee only about $625,090 at 4% or $416,727 at 6%; with 50% employer match about $416,727 at 4% or $277,818 at 6%; with 100% employer match about $312,545 at 4% or $208,363 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 20 | $3,712,753 | $239,072 | $11,954iApproximate average salary by contribution assumption: employee only about $298,840 at 4% or $199,227 at 6%; with 50% employer match about $199,227 at 4% or $132,818 at 6%; with 100% employer match about $149,420 at 4% or $99,613 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 19 | $2,717,462 | $261,000 | $13,737iApproximate average salary by contribution assumption: employee only about $343,421 at 4% or $228,947 at 6%; with 50% employer match about $228,947 at 4% or $152,632 at 6%; with 100% employer match about $171,711 at 4% or $114,474 at 6%. |
| 2020 | 2 | 39 | $5,394,959 | $252,209 | $6,467iApproximate average salary by contribution assumption: employee only about $161,672 at 4% or $107,782 at 6%; with 50% employer match about $107,782 at 4% or $71,854 at 6%; with 100% employer match about $80,836 at 4% or $53,891 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 39 | $3,222,147 | $252,209 | $6,467iApproximate average salary by contribution assumption: employee only about $161,672 at 4% or $107,782 at 6%; with 50% employer match about $107,782 at 4% or $71,854 at 6%; with 100% employer match about $80,836 at 4% or $53,891 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 38 | $2,172,812 | - | - |
| 2019 | 2 | 37 | $4,888,530 | $306,947 | $8,296iApproximate average salary by contribution assumption: employee only about $207,397 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 37 | $2,943,401 | $306,947 | $8,296iApproximate average salary by contribution assumption: employee only about $207,397 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 37 | $1,945,129 | - | - |
| 2018 | 2 | 44 | $4,073,267 | $261,203 | $5,936iApproximate average salary by contribution assumption: employee only about $148,411 at 4% or $98,941 at 6%; with 50% employer match about $98,941 at 4% or $65,960 at 6%; with 100% employer match about $74,205 at 4% or $49,470 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 32 | $2,388,965 | $261,203 | $8,163iApproximate average salary by contribution assumption: employee only about $204,065 at 4% or $136,043 at 6%; with 50% employer match about $136,043 at 4% or $90,695 at 6%; with 100% employer match about $102,032 at 4% or $68,022 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 44 | $1,684,302 | $0 | - |
| 2017 | 2 | 34 | $4,081,011 | $184,710 | $5,433iApproximate average salary by contribution assumption: employee only about $135,816 at 4% or $90,544 at 6%; with 50% employer match about $90,544 at 4% or $60,363 at 6%; with 100% employer match about $67,908 at 4% or $45,272 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 22 | $2,288,736 | $184,710 | $8,396iApproximate average salary by contribution assumption: employee only about $209,898 at 4% or $139,932 at 6%; with 50% employer match about $139,932 at 4% or $93,288 at 6%; with 100% employer match about $104,949 at 4% or $69,966 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 34 | $1,792,275 | $0 | - |
| 2016 | 2 | 35 | $3,392,466 | $174,176 | $4,976iApproximate average salary by contribution assumption: employee only about $124,411 at 4% or $82,941 at 6%; with 50% employer match about $82,941 at 4% or $55,294 at 6%; with 100% employer match about $62,206 at 4% or $41,470 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 21 | $1,893,148 | $174,176 | $8,294iApproximate average salary by contribution assumption: employee only about $207,352 at 4% or $138,235 at 6%; with 50% employer match about $138,235 at 4% or $92,157 at 6%; with 100% employer match about $103,676 at 4% or $69,117 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 35 | $1,499,318 | $0 | - |
| 2015 | 2 | 23 | $2,933,652 | $156,244 | $6,793iApproximate average salary by contribution assumption: employee only about $169,830 at 4% or $113,220 at 6%; with 50% employer match about $113,220 at 4% or $75,480 at 6%; with 100% employer match about $84,915 at 4% or $56,610 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 21 | $1,587,621 | $156,244 | $7,440iApproximate average salary by contribution assumption: employee only about $186,005 at 4% or $124,003 at 6%; with 50% employer match about $124,003 at 4% or $82,669 at 6%; with 100% employer match about $93,002 at 4% or $62,002 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 23 | $1,346,031 | $0 | - |
| 2014 | 2 | 22 | $2,779,610 | $145,451 | $6,611iApproximate average salary by contribution assumption: employee only about $165,285 at 4% or $110,190 at 6%; with 50% employer match about $110,190 at 4% or $73,460 at 6%; with 100% employer match about $82,643 at 4% or $55,095 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 22 | $1,398,997 | $0 | - |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 20 | $1,380,613 | $145,451 | $7,273iApproximate average salary by contribution assumption: employee only about $181,814 at 4% or $121,209 at 6%; with 50% employer match about $121,209 at 4% or $80,806 at 6%; with 100% employer match about $90,907 at 4% or $60,605 at 6%. |
| 2013 | 2 | 38 | $2,521,625 | $118,135 | $3,109iApproximate average salary by contribution assumption: employee only about $77,720 at 4% or $51,814 at 6%; with 50% employer match about $51,814 at 4% or $34,542 at 6%; with 100% employer match about $38,860 at 4% or $25,907 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 38 | $1,346,781 | $0 | - |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 29 | $1,174,844 | $118,135 | $4,074iApproximate average salary by contribution assumption: employee only about $101,841 at 4% or $67,894 at 6%; with 50% employer match about $67,894 at 4% or $45,262 at 6%; with 100% employer match about $50,920 at 4% or $33,947 at 6%. |
| 2012 | 2 | 32 | $2,068,067 | $183,747 | $5,742iApproximate average salary by contribution assumption: employee only about $143,552 at 4% or $95,702 at 6%; with 50% employer match about $95,702 at 4% or $63,801 at 6%; with 100% employer match about $71,776 at 4% or $47,851 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 32 | $1,091,842 | $0 | - |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 27 | $976,225 | $183,747 | $6,805iApproximate average salary by contribution assumption: employee only about $170,136 at 4% or $113,424 at 6%; with 50% employer match about $113,424 at 4% or $75,616 at 6%; with 100% employer match about $85,068 at 4% or $56,712 at 6%. |
| 2011 | 2 | 25 | $1,806,593 | $357,287 | $14,291iApproximate average salary by contribution assumption: employee only about $357,287 at 4% or $238,191 at 6%; with 50% employer match about $238,191 at 4% or $158,794 at 6%; with 100% employer match about $178,644 at 4% or $119,096 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 16 | $994,609 | $229,000 | $14,313iApproximate average salary by contribution assumption: employee only about $357,813 at 4% or $238,542 at 6%; with 50% employer match about $238,542 at 4% or $159,028 at 6%; with 100% employer match about $178,906 at 4% or $119,271 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 25 | $811,984 | $128,287 | $5,131iApproximate average salary by contribution assumption: employee only about $128,287 at 4% or $85,525 at 6%; with 50% employer match about $85,525 at 4% or $57,016 at 6%; with 100% employer match about $64,143 at 4% or $42,762 at 6%. |
| 2010 | 2 | 22 | $1,480,870 | $175,042 | $7,956iApproximate average salary by contribution assumption: employee only about $198,911 at 4% or $132,608 at 6%; with 50% employer match about $132,608 at 4% or $88,405 at 6%; with 100% employer match about $99,456 at 4% or $66,304 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 16 | $775,204 | $51,723 | $3,233iApproximate average salary by contribution assumption: employee only about $80,817 at 4% or $53,878 at 6%; with 50% employer match about $53,878 at 4% or $35,919 at 6%; with 100% employer match about $40,409 at 4% or $26,939 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 22 | $705,666 | $123,319 | $5,605iApproximate average salary by contribution assumption: employee only about $140,135 at 4% or $93,423 at 6%; with 50% employer match about $93,423 at 4% or $62,282 at 6%; with 100% employer match about $70,068 at 4% or $46,712 at 6%. |
| 2009 | 2 | 20 | $1,332,024 | $293,476 | $14,674iApproximate average salary by contribution assumption: employee only about $366,845 at 4% or $244,563 at 6%; with 50% employer match about $244,563 at 4% or $163,042 at 6%; with 100% employer match about $183,423 at 4% or $122,282 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 16 | $764,350 | $100,296 | $6,269iApproximate average salary by contribution assumption: employee only about $156,713 at 4% or $104,475 at 6%; with 50% employer match about $104,475 at 4% or $69,650 at 6%; with 100% employer match about $78,356 at 4% or $52,238 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 20 | $567,674 | $193,180 | $9,659iApproximate average salary by contribution assumption: employee only about $241,475 at 4% or $160,983 at 6%; with 50% employer match about $160,983 at 4% or $107,322 at 6%; with 100% employer match about $120,738 at 4% or $80,492 at 6%. |
| 2008 | 2 | 11 | $808,767 | $385,745 | $35,068iApproximate average salary by contribution assumption: employee only about $876,693 at 4% or $584,462 at 6%; with 50% employer match about $584,462 at 4% or $389,641 at 6%; with 100% employer match about $438,347 at 4% or $292,231 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 9 | $508,798 | $212,492 | $23,610iApproximate average salary by contribution assumption: employee only about $590,256 at 4% or $393,504 at 6%; with 50% employer match about $393,504 at 4% or $262,336 at 6%; with 100% employer match about $295,128 at 4% or $196,752 at 6%. |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 11 | $299,969 | $173,253 | $15,750iApproximate average salary by contribution assumption: employee only about $393,757 at 4% or $262,505 at 6%; with 50% employer match about $262,505 at 4% or $175,003 at 6%; with 100% employer match about $196,878 at 4% or $131,252 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 5 | - | - | - |
| Richard R. M. Francis, M.D., P.A. 401(K) Retirement Plan | - | 8 | - | - | - |
| 2006 | 1 | 4 | $256,749 | $140,327 | $35,082iApproximate average salary by contribution assumption: employee only about $877,044 at 4% or $584,696 at 6%; with 50% employer match about $584,696 at 4% or $389,797 at 6%; with 100% employer match about $438,522 at 4% or $292,348 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 4 | $256,749 | $140,327 | $35,082iApproximate average salary by contribution assumption: employee only about $877,044 at 4% or $584,696 at 6%; with 50% employer match about $584,696 at 4% or $389,797 at 6%; with 100% employer match about $438,522 at 4% or $292,348 at 6%. |
| 2005 | 1 | 5 | $102,560 | $102,536 | $20,507iApproximate average salary by contribution assumption: employee only about $512,680 at 4% or $341,787 at 6%; with 50% employer match about $341,787 at 4% or $227,858 at 6%; with 100% employer match about $256,340 at 4% or $170,893 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 5 | $102,560 | $102,536 | $20,507iApproximate average salary by contribution assumption: employee only about $512,680 at 4% or $341,787 at 6%; with 50% employer match about $341,787 at 4% or $227,858 at 6%; with 100% employer match about $256,340 at 4% or $170,893 at 6%. |
| 2004 | 1 | 5 | $19,536 | $18,317 | $3,663iApproximate average salary by contribution assumption: employee only about $91,585 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,704 at 6%; with 100% employer match about $45,793 at 4% or $30,528 at 6%. |
| Richard R. M. Francis, M.D., P.A. Defined Benefit Pension Plan | - | 5 | $19,536 | $18,317 | $3,663iApproximate average salary by contribution assumption: employee only about $91,585 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,704 at 6%; with 100% employer match about $45,793 at 4% or $30,528 at 6%. |