Lisa Renfro, M.D., P.A.
Plan context: Lisa Renfro, M.D., P.A. Cash Balance Plan
EIN 52-2082942 • Annapolis, MD • 34 filings • 7 plans
Current Snapshot
Latest Year
2021
2021 Participants
44
2021 Assets
$3,433,596
2021 Contributions
$288,329
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $0 | - |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 0 | $0 | $0 | - |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2020 | 2 | 44 | $3,433,596 | $288,329 | $6,553iApproximate average salary by contribution assumption: employee only about $163,823 at 4% or $109,216 at 6%; with 50% employer match about $109,216 at 4% or $72,810 at 6%; with 100% employer match about $81,912 at 4% or $54,608 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 30 | $1,840,016 | $78,000 | $2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 44 | $1,593,580 | $210,329 | $4,780iApproximate average salary by contribution assumption: employee only about $119,505 at 4% or $79,670 at 6%; with 50% employer match about $79,670 at 4% or $53,113 at 6%; with 100% employer match about $59,753 at 4% or $39,835 at 6%. |
| 2019 | 2 | 42 | $4,153,140 | $325,811 | $7,757iApproximate average salary by contribution assumption: employee only about $193,935 at 4% or $129,290 at 6%; with 50% employer match about $129,290 at 4% or $86,193 at 6%; with 100% employer match about $96,968 at 4% or $64,645 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 42 | $2,625,911 | $107,811 | $2,567iApproximate average salary by contribution assumption: employee only about $64,173 at 4% or $42,782 at 6%; with 50% employer match about $42,782 at 4% or $28,521 at 6%; with 100% employer match about $32,087 at 4% or $21,391 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 29 | $1,527,229 | $218,000 | $7,517iApproximate average salary by contribution assumption: employee only about $187,931 at 4% or $125,287 at 6%; with 50% employer match about $125,287 at 4% or $83,525 at 6%; with 100% employer match about $93,966 at 4% or $62,644 at 6%. |
| 2018 | 2 | 38 | $3,201,290 | $486,334 | $12,798iApproximate average salary by contribution assumption: employee only about $319,957 at 4% or $213,304 at 6%; with 50% employer match about $213,304 at 4% or $142,203 at 6%; with 100% employer match about $159,978 at 4% or $106,652 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 38 | $2,107,821 | $253,759 | $6,678iApproximate average salary by contribution assumption: employee only about $166,947 at 4% or $111,298 at 6%; with 50% employer match about $111,298 at 4% or $74,199 at 6%; with 100% employer match about $83,473 at 4% or $55,649 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 26 | $1,093,469 | $232,575 | $8,945iApproximate average salary by contribution assumption: employee only about $223,630 at 4% or $149,087 at 6%; with 50% employer match about $149,087 at 4% or $99,391 at 6%; with 100% employer match about $111,815 at 4% or $74,543 at 6%. |
| 2017 | 2 | 42 | $3,626,558 | $457,060 | $10,882iApproximate average salary by contribution assumption: employee only about $272,060 at 4% or $181,373 at 6%; with 50% employer match about $181,373 at 4% or $120,915 at 6%; with 100% employer match about $136,030 at 4% or $90,687 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 42 | $2,634,223 | $225,310 | $5,365iApproximate average salary by contribution assumption: employee only about $134,113 at 4% or $89,409 at 6%; with 50% employer match about $89,409 at 4% or $59,606 at 6%; with 100% employer match about $67,057 at 4% or $44,704 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 25 | $992,335 | $231,750 | $9,270iApproximate average salary by contribution assumption: employee only about $231,750 at 4% or $154,500 at 6%; with 50% employer match about $154,500 at 4% or $103,000 at 6%; with 100% employer match about $115,875 at 4% or $77,250 at 6%. |
| 2016 | 2 | 35 | $2,471,769 | $235,172 | $6,719iApproximate average salary by contribution assumption: employee only about $167,980 at 4% or $111,987 at 6%; with 50% employer match about $111,987 at 4% or $74,658 at 6%; with 100% employer match about $83,990 at 4% or $55,993 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 35 | $1,987,491 | $235,172 | $6,719iApproximate average salary by contribution assumption: employee only about $167,980 at 4% or $111,987 at 6%; with 50% employer match about $111,987 at 4% or $74,658 at 6%; with 100% employer match about $83,990 at 4% or $55,993 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 30 | $484,278 | $0 | - |
| 2015 | 2 | 33 | $2,087,594 | $416,657 | $12,626iApproximate average salary by contribution assumption: employee only about $315,649 at 4% or $210,433 at 6%; with 50% employer match about $210,433 at 4% or $140,289 at 6%; with 100% employer match about $157,825 at 4% or $105,216 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 33 | $1,610,644 | $191,332 | $5,798iApproximate average salary by contribution assumption: employee only about $144,948 at 4% or $96,632 at 6%; with 50% employer match about $96,632 at 4% or $64,422 at 6%; with 100% employer match about $72,474 at 4% or $48,316 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 21 | $476,950 | $225,325 | $10,730iApproximate average salary by contribution assumption: employee only about $268,244 at 4% or $178,829 at 6%; with 50% employer match about $178,829 at 4% or $119,220 at 6%; with 100% employer match about $134,122 at 4% or $89,415 at 6%. |
| 2014 | 2 | 30 | $1,727,916 | $417,043 | $13,901iApproximate average salary by contribution assumption: employee only about $347,536 at 4% or $231,691 at 6%; with 50% employer match about $231,691 at 4% or $154,460 at 6%; with 100% employer match about $173,768 at 4% or $115,845 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 30 | $1,472,916 | $162,043 | $5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%. |
| Lisa Renfro, M.D., P.A. Cash Balance Plan | - | 20 | $255,000 | $255,000 | $12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%. |
| 2013 | 1 | 30 | $1,399,509 | $154,940 | $5,165iApproximate average salary by contribution assumption: employee only about $129,117 at 4% or $86,078 at 6%; with 50% employer match about $86,078 at 4% or $57,385 at 6%; with 100% employer match about $64,558 at 4% or $43,039 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 30 | $1,399,509 | $154,940 | $5,165iApproximate average salary by contribution assumption: employee only about $129,117 at 4% or $86,078 at 6%; with 50% employer match about $86,078 at 4% or $57,385 at 6%; with 100% employer match about $64,558 at 4% or $43,039 at 6%. |
| 2012 | 1 | 19 | $1,065,674 | $136,775 | $7,199iApproximate average salary by contribution assumption: employee only about $179,967 at 4% or $119,978 at 6%; with 50% employer match about $119,978 at 4% or $79,985 at 6%; with 100% employer match about $89,984 at 4% or $59,989 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 19 | $1,065,674 | $136,775 | $7,199iApproximate average salary by contribution assumption: employee only about $179,967 at 4% or $119,978 at 6%; with 50% employer match about $119,978 at 4% or $79,985 at 6%; with 100% employer match about $89,984 at 4% or $59,989 at 6%. |
| 2011 | 1 | 16 | $881,819 | $108,686 | $6,793iApproximate average salary by contribution assumption: employee only about $169,822 at 4% or $113,215 at 6%; with 50% employer match about $113,215 at 4% or $75,476 at 6%; with 100% employer match about $84,911 at 4% or $56,607 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 16 | $881,819 | $108,686 | $6,793iApproximate average salary by contribution assumption: employee only about $169,822 at 4% or $113,215 at 6%; with 50% employer match about $113,215 at 4% or $75,476 at 6%; with 100% employer match about $84,911 at 4% or $56,607 at 6%. |
| 2010 | 1 | 27 | $798,952 | $114,501 | $4,241iApproximate average salary by contribution assumption: employee only about $106,019 at 4% or $70,680 at 6%; with 50% employer match about $70,680 at 4% or $47,120 at 6%; with 100% employer match about $53,010 at 4% or $35,340 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 27 | $798,952 | $114,501 | $4,241iApproximate average salary by contribution assumption: employee only about $106,019 at 4% or $70,680 at 6%; with 50% employer match about $70,680 at 4% or $47,120 at 6%; with 100% employer match about $53,010 at 4% or $35,340 at 6%. |
| 2009 | 1 | 27 | $614,606 | $111,686 | $4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 27 | $614,606 | $111,686 | $4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%. |
| 2008 | 1 | 11 | $389,775 | $55,209 | $5,019iApproximate average salary by contribution assumption: employee only about $125,475 at 4% or $83,650 at 6%; with 50% employer match about $83,650 at 4% or $55,767 at 6%; with 100% employer match about $62,738 at 4% or $41,825 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 11 | $389,775 | $55,209 | $5,019iApproximate average salary by contribution assumption: employee only about $125,475 at 4% or $83,650 at 6%; with 50% employer match about $83,650 at 4% or $55,767 at 6%; with 100% employer match about $62,738 at 4% or $41,825 at 6%. |
| 2007 | 1 | 11 | $594,685 | $87,585 | $7,962iApproximate average salary by contribution assumption: employee only about $199,057 at 4% or $132,705 at 6%; with 50% employer match about $132,705 at 4% or $88,470 at 6%; with 100% employer match about $99,528 at 4% or $66,352 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 11 | $594,685 | $87,585 | $7,962iApproximate average salary by contribution assumption: employee only about $199,057 at 4% or $132,705 at 6%; with 50% employer match about $132,705 at 4% or $88,470 at 6%; with 100% employer match about $99,528 at 4% or $66,352 at 6%. |
| 2006 | 1 | 11 | $552,492 | $99,684 | $9,062iApproximate average salary by contribution assumption: employee only about $226,555 at 4% or $151,036 at 6%; with 50% employer match about $151,036 at 4% or $100,691 at 6%; with 100% employer match about $113,277 at 4% or $75,518 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 11 | $552,492 | $99,684 | $9,062iApproximate average salary by contribution assumption: employee only about $226,555 at 4% or $151,036 at 6%; with 50% employer match about $151,036 at 4% or $100,691 at 6%; with 100% employer match about $113,277 at 4% or $75,518 at 6%. |
| 2005 | 1 | 8 | $425,611 | $53,017 | $6,627iApproximate average salary by contribution assumption: employee only about $165,678 at 4% or $110,452 at 6%; with 50% employer match about $110,452 at 4% or $73,635 at 6%; with 100% employer match about $82,839 at 4% or $55,226 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 8 | $425,611 | $53,017 | $6,627iApproximate average salary by contribution assumption: employee only about $165,678 at 4% or $110,452 at 6%; with 50% employer match about $110,452 at 4% or $73,635 at 6%; with 100% employer match about $82,839 at 4% or $55,226 at 6%. |
| 2004 | 1 | 8 | $411,551 | $78,262 | $9,783iApproximate average salary by contribution assumption: employee only about $244,569 at 4% or $163,046 at 6%; with 50% employer match about $163,046 at 4% or $108,697 at 6%; with 100% employer match about $122,284 at 4% or $81,523 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 8 | $411,551 | $78,262 | $9,783iApproximate average salary by contribution assumption: employee only about $244,569 at 4% or $163,046 at 6%; with 50% employer match about $163,046 at 4% or $108,697 at 6%; with 100% employer match about $122,284 at 4% or $81,523 at 6%. |
| 2003 | 1 | 13 | $368,805 | $103,918 | $7,994iApproximate average salary by contribution assumption: employee only about $199,842 at 4% or $133,228 at 6%; with 50% employer match about $133,228 at 4% or $88,819 at 6%; with 100% employer match about $99,921 at 4% or $66,614 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 13 | $368,805 | $103,918 | $7,994iApproximate average salary by contribution assumption: employee only about $199,842 at 4% or $133,228 at 6%; with 50% employer match about $133,228 at 4% or $88,819 at 6%; with 100% employer match about $99,921 at 4% or $66,614 at 6%. |
| 2002 | 1 | 12 | $205,983 | $104,777 | $8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,524 at 6%; with 50% employer match about $145,524 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 12 | $205,983 | $104,777 | $8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,524 at 6%; with 50% employer match about $145,524 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%. |
| 2001 | 2 | 5 | $0 | $0 | - |
| Lisa Renfro, M.D., P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Lisa Renfro, M.D., P.A. Money Purchase Pension Plan | - | 2 | - | - | - |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 2 | 6 | $89,575 | $44,165 | $7,361iApproximate average salary by contribution assumption: employee only about $184,021 at 4% or $122,681 at 6%; with 50% employer match about $122,681 at 4% or $81,787 at 6%; with 100% employer match about $92,010 at 4% or $61,340 at 6%. |
| Lisa Renfro, M.D., P.A. 401K Profit Sharing Plan | - | 6 | $45,075 | $22,035 | $3,673iApproximate average salary by contribution assumption: employee only about $91,813 at 4% or $61,208 at 6%; with 50% employer match about $61,208 at 4% or $40,806 at 6%; with 100% employer match about $45,906 at 4% or $30,604 at 6%. |
| Lisa Renfro, M.D., P.A. Money Purchase Pension Plan | - | 6 | $44,500 | $22,130 | $3,688iApproximate average salary by contribution assumption: employee only about $92,208 at 4% or $61,472 at 6%; with 50% employer match about $61,472 at 4% or $40,981 at 6%; with 100% employer match about $46,104 at 4% or $30,736 at 6%. |