Civic Intelligence

Gregory T. Evangelista M.D. LLC

Plan context: Gregory T. Evangelista M.D. LLC Cash Balance Plan

EIN 45-5167573 • Scottsdale, AZ • 20 filings • 2 plans

3271 N Civic Center PlazaSuite 110Scottsdale, AZ 85251
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,018,155

2024 Contributions

$382,778

Historical Graphs

Total Assets Over Time

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

$3,018,155$1,509,078$0201520202024YearValue
$3,018,155Latest year 2024

Participants Over Time

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

1890201520202024YearValue
18Latest 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
2024218$3,018,155$382,778$21,265iApproximate average salary by contribution assumption: employee only about $531,636 at 4% or $354,424 at 6%; with 50% employer match about $354,424 at 4% or $236,283 at 6%; with 100% employer match about $265,818 at 4% or $177,212 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-14$1,995,371$216,000$15,429iApproximate average salary by contribution assumption: employee only about $385,714 at 4% or $257,143 at 6%; with 50% employer match about $257,143 at 4% or $171,429 at 6%; with 100% employer match about $192,857 at 4% or $128,571 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-18$1,022,784$166,778$9,265iApproximate average salary by contribution assumption: employee only about $231,636 at 4% or $154,424 at 6%; with 50% employer match about $154,424 at 4% or $102,949 at 6%; with 100% employer match about $115,818 at 4% or $77,212 at 6%.
2023217$2,429,813$277,633$16,331iApproximate average salary by contribution assumption: employee only about $408,284 at 4% or $272,189 at 6%; with 50% employer match about $272,189 at 4% or $181,459 at 6%; with 100% employer match about $204,142 at 4% or $136,095 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-14$1,631,570$120,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-17$798,243$157,633$9,273iApproximate average salary by contribution assumption: employee only about $231,813 at 4% or $154,542 at 6%; with 50% employer match about $154,542 at 4% or $103,028 at 6%; with 100% employer match about $115,907 at 4% or $77,271 at 6%.
2022213$1,878,272$289,548$22,273iApproximate average salary by contribution assumption: employee only about $556,823 at 4% or $371,215 at 6%; with 50% employer match about $371,215 at 4% or $247,477 at 6%; with 100% employer match about $278,412 at 4% or $185,608 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-9$1,326,222$162,888$18,099iApproximate average salary by contribution assumption: employee only about $452,467 at 4% or $301,644 at 6%; with 50% employer match about $301,644 at 4% or $201,096 at 6%; with 100% employer match about $226,233 at 4% or $150,822 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-13$552,050$126,660$9,743iApproximate average salary by contribution assumption: employee only about $243,577 at 4% or $162,385 at 6%; with 50% employer match about $162,385 at 4% or $108,256 at 6%; with 100% employer match about $121,788 at 4% or $81,192 at 6%.
202129$1,938,033$288,063$32,007iApproximate average salary by contribution assumption: employee only about $800,175 at 4% or $533,450 at 6%; with 50% employer match about $533,450 at 4% or $355,633 at 6%; with 100% employer match about $400,088 at 4% or $266,725 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-6$1,375,040$177,498$29,583iApproximate average salary by contribution assumption: employee only about $739,575 at 4% or $493,050 at 6%; with 50% employer match about $493,050 at 4% or $328,700 at 6%; with 100% employer match about $369,788 at 4% or $246,525 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-9$562,993$110,565$12,285iApproximate average salary by contribution assumption: employee only about $307,125 at 4% or $204,750 at 6%; with 50% employer match about $204,750 at 4% or $136,500 at 6%; with 100% employer match about $153,563 at 4% or $102,375 at 6%.
202026$1,534,573$205,161$34,194iApproximate average salary by contribution assumption: employee only about $854,838 at 4% or $569,892 at 6%; with 50% employer match about $569,892 at 4% or $379,928 at 6%; with 100% employer match about $427,419 at 4% or $284,946 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-6$1,105,960$167,619$27,937iApproximate average salary by contribution assumption: employee only about $698,413 at 4% or $465,608 at 6%; with 50% employer match about $465,608 at 4% or $310,406 at 6%; with 100% employer match about $349,206 at 4% or $232,804 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-6$428,613$37,542$6,257iApproximate average salary by contribution assumption: employee only about $156,425 at 4% or $104,283 at 6%; with 50% employer match about $104,283 at 4% or $69,522 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%.
201925$1,173,525$247,037$49,407iApproximate average salary by contribution assumption: employee only about $1,235,185 at 4% or $823,457 at 6%; with 50% employer match about $823,457 at 4% or $548,971 at 6%; with 100% employer match about $617,593 at 4% or $411,728 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-5$832,586$182,000$36,400iApproximate average salary by contribution assumption: employee only about $910,000 at 4% or $606,667 at 6%; with 50% employer match about $606,667 at 4% or $404,444 at 6%; with 100% employer match about $455,000 at 4% or $303,333 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-5$340,939$65,037$13,007iApproximate average salary by contribution assumption: employee only about $325,185 at 4% or $216,790 at 6%; with 50% employer match about $216,790 at 4% or $144,527 at 6%; with 100% employer match about $162,593 at 4% or $108,395 at 6%.
201825$787,463$229,964$45,993iApproximate average salary by contribution assumption: employee only about $1,149,820 at 4% or $766,547 at 6%; with 50% employer match about $766,547 at 4% or $511,031 at 6%; with 100% employer match about $574,910 at 4% or $383,273 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-5$561,979$165,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-5$225,484$64,964$12,993iApproximate average salary by contribution assumption: employee only about $324,820 at 4% or $216,547 at 6%; with 50% employer match about $216,547 at 4% or $144,364 at 6%; with 100% employer match about $162,410 at 4% or $108,273 at 6%.
201726$613,043$210,995$35,166iApproximate average salary by contribution assumption: employee only about $879,146 at 4% or $586,097 at 6%; with 50% employer match about $586,097 at 4% or $390,731 at 6%; with 100% employer match about $439,573 at 4% or $293,049 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-5$429,286$140,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-6$183,757$70,995$11,833iApproximate average salary by contribution assumption: employee only about $295,813 at 4% or $197,208 at 6%; with 50% employer match about $197,208 at 4% or $131,472 at 6%; with 100% employer match about $147,906 at 4% or $98,604 at 6%.
201627$366,942$228,739$32,677iApproximate average salary by contribution assumption: employee only about $816,925 at 4% or $544,617 at 6%; with 50% employer match about $544,617 at 4% or $363,078 at 6%; with 100% employer match about $408,463 at 4% or $272,308 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-5$264,983$169,114$33,823iApproximate average salary by contribution assumption: employee only about $845,570 at 4% or $563,713 at 6%; with 50% employer match about $563,713 at 4% or $375,809 at 6%; with 100% employer match about $422,785 at 4% or $281,857 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-7$101,959$59,625$8,518iApproximate average salary by contribution assumption: employee only about $212,946 at 4% or $141,964 at 6%; with 50% employer match about $141,964 at 4% or $94,643 at 6%; with 100% employer match about $106,473 at 4% or $70,982 at 6%.
201524$137,213$137,213$34,303iApproximate average salary by contribution assumption: employee only about $857,581 at 4% or $571,721 at 6%; with 50% employer match about $571,721 at 4% or $381,147 at 6%; with 100% employer match about $428,791 at 4% or $285,860 at 6%.
Gregory T. Evangelista M.D. LLC Cash Balance Plan-4$95,385$95,385$23,846iApproximate average salary by contribution assumption: employee only about $596,156 at 4% or $397,438 at 6%; with 50% employer match about $397,438 at 4% or $264,958 at 6%; with 100% employer match about $298,078 at 4% or $198,719 at 6%.
Gregory T. Evangelista M.D. LLC 401(K) Profit Sharing Plan-4$41,828$41,828$10,457iApproximate average salary by contribution assumption: employee only about $261,425 at 4% or $174,283 at 6%; with 50% employer match about $174,283 at 4% or $116,189 at 6%; with 100% employer match about $130,713 at 4% or $87,142 at 6%.