Civic Intelligence

James D.Taylor, M.D Inc.

Plan context: James D. Taylor, M.D. Inc. Retirement Plan

EIN 46-0491233 • San Rafael, CA • 11 filings • 1 plans

200 Bret Harte RoadSan Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,881,040

2024 Contributions

$16,000

Historical Graphs

Total Assets Over Time

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

$1,897,648$948,824$0201420192023YearValue
$1,881,040Latest year 2023

Participants Over Time

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

420201420192023YearValue
4Latest year 2023

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
202410$0$0-
James D. Taylor, M.D. Inc. Retirement Plan-0$0$0-
202314$1,881,040$0-
James D. Taylor, M.D. Inc. Retirement Plan-4$1,881,040$0-
202212$1,699,605$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-2$1,699,605$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
202114$1,897,648$101,303$25,326iApproximate average salary by contribution assumption: employee only about $633,144 at 4% or $422,096 at 6%; with 50% employer match about $422,096 at 4% or $281,397 at 6%; with 100% employer match about $316,572 at 4% or $211,048 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$1,897,648$101,303$25,326iApproximate average salary by contribution assumption: employee only about $633,144 at 4% or $422,096 at 6%; with 50% employer match about $422,096 at 4% or $281,397 at 6%; with 100% employer match about $316,572 at 4% or $211,048 at 6%.
202014$1,623,132$103,394$25,849iApproximate average salary by contribution assumption: employee only about $646,213 at 4% or $430,808 at 6%; with 50% employer match about $430,808 at 4% or $287,206 at 6%; with 100% employer match about $323,106 at 4% or $215,404 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$1,623,132$103,394$25,849iApproximate average salary by contribution assumption: employee only about $646,213 at 4% or $430,808 at 6%; with 50% employer match about $430,808 at 4% or $287,206 at 6%; with 100% employer match about $323,106 at 4% or $215,404 at 6%.
201914$1,362,133$121,642$30,411iApproximate average salary by contribution assumption: employee only about $760,263 at 4% or $506,842 at 6%; with 50% employer match about $506,842 at 4% or $337,894 at 6%; with 100% employer match about $380,131 at 4% or $253,421 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$1,362,133$121,642$30,411iApproximate average salary by contribution assumption: employee only about $760,263 at 4% or $506,842 at 6%; with 50% employer match about $506,842 at 4% or $337,894 at 6%; with 100% employer match about $380,131 at 4% or $253,421 at 6%.
201814$1,071,227$119,744$29,936iApproximate average salary by contribution assumption: employee only about $748,400 at 4% or $498,933 at 6%; with 50% employer match about $498,933 at 4% or $332,622 at 6%; with 100% employer match about $374,200 at 4% or $249,467 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$1,071,227$119,744$29,936iApproximate average salary by contribution assumption: employee only about $748,400 at 4% or $498,933 at 6%; with 50% employer match about $498,933 at 4% or $332,622 at 6%; with 100% employer match about $374,200 at 4% or $249,467 at 6%.
201714$982,040$110,521$27,630iApproximate average salary by contribution assumption: employee only about $690,756 at 4% or $460,504 at 6%; with 50% employer match about $460,504 at 4% or $307,003 at 6%; with 100% employer match about $345,378 at 4% or $230,252 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$982,040$110,521$27,630iApproximate average salary by contribution assumption: employee only about $690,756 at 4% or $460,504 at 6%; with 50% employer match about $460,504 at 4% or $307,003 at 6%; with 100% employer match about $345,378 at 4% or $230,252 at 6%.
201613$771,101$102,096$34,032iApproximate average salary by contribution assumption: employee only about $850,800 at 4% or $567,200 at 6%; with 50% employer match about $567,200 at 4% or $378,133 at 6%; with 100% employer match about $425,400 at 4% or $283,600 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-3$771,101$102,096$34,032iApproximate average salary by contribution assumption: employee only about $850,800 at 4% or $567,200 at 6%; with 50% employer match about $567,200 at 4% or $378,133 at 6%; with 100% employer match about $425,400 at 4% or $283,600 at 6%.
201514$644,075$576,663$144,166iApproximate average salary by contribution assumption: employee only about $3,604,144 at 4% or $2,402,763 at 6%; with 50% employer match about $2,402,763 at 4% or $1,601,842 at 6%; with 100% employer match about $1,802,072 at 4% or $1,201,381 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$644,075$576,663$144,166iApproximate average salary by contribution assumption: employee only about $3,604,144 at 4% or $2,402,763 at 6%; with 50% employer match about $2,402,763 at 4% or $1,601,842 at 6%; with 100% employer match about $1,802,072 at 4% or $1,201,381 at 6%.
201414$77,166$77,166$19,292iApproximate average salary by contribution assumption: employee only about $482,288 at 4% or $321,525 at 6%; with 50% employer match about $321,525 at 4% or $214,350 at 6%; with 100% employer match about $241,144 at 4% or $160,763 at 6%.
James D. Taylor, M.D. Inc. Retirement Plan-4$77,166$77,166$19,292iApproximate average salary by contribution assumption: employee only about $482,288 at 4% or $321,525 at 6%; with 50% employer match about $321,525 at 4% or $214,350 at 6%; with 100% employer match about $241,144 at 4% or $160,763 at 6%.