Civic Intelligence

James a. Coggi, MD PC

Plan context: James a. Coggi, MD PC 401(K) Retirement Plan

EIN 39-1921200 • West Des Moines, IA • 18 filings • 5 plans

1031 Office Park Road, Suite 10West Des Moines, IA 50265
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$180,437

2024 Contributions

$65,825

Historical Graphs

Total Assets Over Time

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

$1,443,998$721,999$0200720162024YearValue
$180,437Latest year 2024

Participants Over Time

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

420200720162024YearValue
3Latest year 2024

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
202413$180,437$65,825$21,942iApproximate average salary by contribution assumption: employee only about $548,542 at 4% or $365,694 at 6%; with 50% employer match about $365,694 at 4% or $243,796 at 6%; with 100% employer match about $274,271 at 4% or $182,847 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$180,437$65,825$21,942iApproximate average salary by contribution assumption: employee only about $548,542 at 4% or $365,694 at 6%; with 50% employer match about $365,694 at 4% or $243,796 at 6%; with 100% employer match about $274,271 at 4% or $182,847 at 6%.
202313$104,187$66,542$22,181iApproximate average salary by contribution assumption: employee only about $554,517 at 4% or $369,678 at 6%; with 50% employer match about $369,678 at 4% or $246,452 at 6%; with 100% employer match about $277,258 at 4% or $184,839 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$104,187$66,542$22,181iApproximate average salary by contribution assumption: employee only about $554,517 at 4% or $369,678 at 6%; with 50% employer match about $369,678 at 4% or $246,452 at 6%; with 100% employer match about $277,258 at 4% or $184,839 at 6%.
202213$1,222,067$60,507$20,169iApproximate average salary by contribution assumption: employee only about $504,225 at 4% or $336,150 at 6%; with 50% employer match about $336,150 at 4% or $224,100 at 6%; with 100% employer match about $252,113 at 4% or $168,075 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$1,222,067$60,507$20,169iApproximate average salary by contribution assumption: employee only about $504,225 at 4% or $336,150 at 6%; with 50% employer match about $336,150 at 4% or $224,100 at 6%; with 100% employer match about $252,113 at 4% or $168,075 at 6%.
202114$1,443,998$62,553$15,638iApproximate average salary by contribution assumption: employee only about $390,956 at 4% or $260,638 at 6%; with 50% employer match about $260,638 at 4% or $173,758 at 6%; with 100% employer match about $195,478 at 4% or $130,319 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$1,443,998$62,553$15,638iApproximate average salary by contribution assumption: employee only about $390,956 at 4% or $260,638 at 6%; with 50% employer match about $260,638 at 4% or $173,758 at 6%; with 100% employer match about $195,478 at 4% or $130,319 at 6%.
202014$1,241,960$62,733$15,683iApproximate average salary by contribution assumption: employee only about $392,081 at 4% or $261,388 at 6%; with 50% employer match about $261,388 at 4% or $174,258 at 6%; with 100% employer match about $196,041 at 4% or $130,694 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$1,241,960$62,733$15,683iApproximate average salary by contribution assumption: employee only about $392,081 at 4% or $261,388 at 6%; with 50% employer match about $261,388 at 4% or $174,258 at 6%; with 100% employer match about $196,041 at 4% or $130,694 at 6%.
201914$1,027,272$60,599$15,150iApproximate average salary by contribution assumption: employee only about $378,744 at 4% or $252,496 at 6%; with 50% employer match about $252,496 at 4% or $168,331 at 6%; with 100% employer match about $189,372 at 4% or $126,248 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$1,027,272$60,599$15,150iApproximate average salary by contribution assumption: employee only about $378,744 at 4% or $252,496 at 6%; with 50% employer match about $252,496 at 4% or $168,331 at 6%; with 100% employer match about $189,372 at 4% or $126,248 at 6%.
201813$811,131$58,183$19,394iApproximate average salary by contribution assumption: employee only about $484,858 at 4% or $323,239 at 6%; with 50% employer match about $323,239 at 4% or $215,493 at 6%; with 100% employer match about $242,429 at 4% or $161,619 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$811,131$58,183$19,394iApproximate average salary by contribution assumption: employee only about $484,858 at 4% or $323,239 at 6%; with 50% employer match about $323,239 at 4% or $215,493 at 6%; with 100% employer match about $242,429 at 4% or $161,619 at 6%.
201714$816,566$59,060$14,765iApproximate average salary by contribution assumption: employee only about $369,125 at 4% or $246,083 at 6%; with 50% employer match about $246,083 at 4% or $164,056 at 6%; with 100% employer match about $184,563 at 4% or $123,042 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$816,566$59,060$14,765iApproximate average salary by contribution assumption: employee only about $369,125 at 4% or $246,083 at 6%; with 50% employer match about $246,083 at 4% or $164,056 at 6%; with 100% employer match about $184,563 at 4% or $123,042 at 6%.
201614$668,283$58,873$14,718iApproximate average salary by contribution assumption: employee only about $367,956 at 4% or $245,304 at 6%; with 50% employer match about $245,304 at 4% or $163,536 at 6%; with 100% employer match about $183,978 at 4% or $122,652 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$668,283$58,873$14,718iApproximate average salary by contribution assumption: employee only about $367,956 at 4% or $245,304 at 6%; with 50% employer match about $245,304 at 4% or $163,536 at 6%; with 100% employer match about $183,978 at 4% or $122,652 at 6%.
201514$571,558$58,688$14,672iApproximate average salary by contribution assumption: employee only about $366,800 at 4% or $244,533 at 6%; with 50% employer match about $244,533 at 4% or $163,022 at 6%; with 100% employer match about $183,400 at 4% or $122,267 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$571,558$58,688$14,672iApproximate average salary by contribution assumption: employee only about $366,800 at 4% or $244,533 at 6%; with 50% employer match about $244,533 at 4% or $163,022 at 6%; with 100% employer match about $183,400 at 4% or $122,267 at 6%.
201414$514,875$56,754$14,189iApproximate average salary by contribution assumption: employee only about $354,713 at 4% or $236,475 at 6%; with 50% employer match about $236,475 at 4% or $157,650 at 6%; with 100% employer match about $177,356 at 4% or $118,238 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$514,875$56,754$14,189iApproximate average salary by contribution assumption: employee only about $354,713 at 4% or $236,475 at 6%; with 50% employer match about $236,475 at 4% or $157,650 at 6%; with 100% employer match about $177,356 at 4% or $118,238 at 6%.
201314$444,196$56,673$14,168iApproximate average salary by contribution assumption: employee only about $354,206 at 4% or $236,138 at 6%; with 50% employer match about $236,138 at 4% or $157,425 at 6%; with 100% employer match about $177,103 at 4% or $118,069 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$444,196$56,673$14,168iApproximate average salary by contribution assumption: employee only about $354,206 at 4% or $236,138 at 6%; with 50% employer match about $236,138 at 4% or $157,425 at 6%; with 100% employer match about $177,103 at 4% or $118,069 at 6%.
201214$338,356$55,228$13,807iApproximate average salary by contribution assumption: employee only about $345,175 at 4% or $230,117 at 6%; with 50% employer match about $230,117 at 4% or $153,411 at 6%; with 100% employer match about $172,588 at 4% or $115,058 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-4$338,356$55,228$13,807iApproximate average salary by contribution assumption: employee only about $345,175 at 4% or $230,117 at 6%; with 50% employer match about $230,117 at 4% or $153,411 at 6%; with 100% employer match about $172,588 at 4% or $115,058 at 6%.
201113$253,623$53,382$17,794iApproximate average salary by contribution assumption: employee only about $444,850 at 4% or $296,567 at 6%; with 50% employer match about $296,567 at 4% or $197,711 at 6%; with 100% employer match about $222,425 at 4% or $148,283 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$253,623$53,382$17,794iApproximate average salary by contribution assumption: employee only about $444,850 at 4% or $296,567 at 6%; with 50% employer match about $296,567 at 4% or $197,711 at 6%; with 100% employer match about $222,425 at 4% or $148,283 at 6%.
201013$203,044$53,370$17,790iApproximate average salary by contribution assumption: employee only about $444,750 at 4% or $296,500 at 6%; with 50% employer match about $296,500 at 4% or $197,667 at 6%; with 100% employer match about $222,375 at 4% or $148,250 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$203,044$53,370$17,790iApproximate average salary by contribution assumption: employee only about $444,750 at 4% or $296,500 at 6%; with 50% employer match about $296,500 at 4% or $197,667 at 6%; with 100% employer match about $222,375 at 4% or $148,250 at 6%.
200912$127,639$52,914$26,457iApproximate average salary by contribution assumption: employee only about $661,425 at 4% or $440,950 at 6%; with 50% employer match about $440,950 at 4% or $293,967 at 6%; with 100% employer match about $330,713 at 4% or $220,475 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-2$127,639$52,914$26,457iApproximate average salary by contribution assumption: employee only about $661,425 at 4% or $440,950 at 6%; with 50% employer match about $440,950 at 4% or $293,967 at 6%; with 100% employer match about $330,713 at 4% or $220,475 at 6%.
200813$54,010$39,259$13,086iApproximate average salary by contribution assumption: employee only about $327,158 at 4% or $218,106 at 6%; with 50% employer match about $218,106 at 4% or $145,404 at 6%; with 100% employer match about $163,579 at 4% or $109,053 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$54,010$39,259$13,086iApproximate average salary by contribution assumption: employee only about $327,158 at 4% or $218,106 at 6%; with 50% employer match about $218,106 at 4% or $145,404 at 6%; with 100% employer match about $163,579 at 4% or $109,053 at 6%.
200713$37,037$38,886$12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%.
James a. Coggi, MD PC 401(K) Retirement Plan-3$37,037$38,886$12,962iApproximate average salary by contribution assumption: employee only about $324,050 at 4% or $216,033 at 6%; with 50% employer match about $216,033 at 4% or $144,022 at 6%; with 100% employer match about $162,025 at 4% or $108,017 at 6%.
James a. Coggi, MD PC | EIN 39-1921200 | 2024 Form 5500 Company Profile