Civic Intelligence

Jacob T. Joseph, M.D. PC.

Plan context: Jacob T. Joseph, M.D. PC. Cash Balance Plan

EIN 54-1693786 • Fairfax, VA • 22 filings • 5 plans

10721 Main Street S-1100Fairfax, VA 22030
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$128,201

2024 Contributions

$65,313

Historical Graphs

Total Assets Over Time

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

$1,545,307$772,654$0200220112024YearValue
$128,201Latest year 2024

Participants Over Time

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

530200020092024YearValue
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
202423$128,201$65,313$21,771iApproximate average salary by contribution assumption: employee only about $544,275 at 4% or $362,850 at 6%; with 50% employer match about $362,850 at 4% or $241,900 at 6%; with 100% employer match about $272,138 at 4% or $181,425 at 6%.
Jacob T. Joseph, M.D. PC. Cash Balance Plan-2$110,205$56,289$28,145iApproximate average salary by contribution assumption: employee only about $703,613 at 4% or $469,075 at 6%; with 50% employer match about $469,075 at 4% or $312,717 at 6%; with 100% employer match about $351,806 at 4% or $234,538 at 6%.
JACOB T. JOSEPH, M.D., P.C. PROFIT SHARING PLAN-3$17,996$9,024$3,008iApproximate average salary by contribution assumption: employee only about $75,200 at 4% or $50,133 at 6%; with 50% employer match about $50,133 at 4% or $33,422 at 6%; with 100% employer match about $37,600 at 4% or $25,067 at 6%.
202324$62,279$62,279$15,570iApproximate average salary by contribution assumption: employee only about $389,244 at 4% or $259,496 at 6%; with 50% employer match about $259,496 at 4% or $172,997 at 6%; with 100% employer match about $194,622 at 4% or $129,748 at 6%.
Jacob T. Joseph, M.D. PC. Cash Balance Plan-4$53,392$53,392$13,348iApproximate average salary by contribution assumption: employee only about $333,700 at 4% or $222,467 at 6%; with 50% employer match about $222,467 at 4% or $148,311 at 6%; with 100% employer match about $166,850 at 4% or $111,233 at 6%.
JACOB T. JOSEPH, M.D., P.C. PROFIT SHARING PLAN-3$8,887$8,887$2,962iApproximate average salary by contribution assumption: employee only about $74,058 at 4% or $49,372 at 6%; with 50% employer match about $49,372 at 4% or $32,915 at 6%; with 100% employer match about $37,029 at 4% or $24,686 at 6%.
201710$0$0-
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-0---
201613$1,545,307$0-
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-3$1,545,307--
201513$1,474,402$31,738$10,579iApproximate average salary by contribution assumption: employee only about $264,483 at 4% or $176,322 at 6%; with 50% employer match about $176,322 at 4% or $117,548 at 6%; with 100% employer match about $132,242 at 4% or $88,161 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-3$1,474,402$31,738$10,579iApproximate average salary by contribution assumption: employee only about $264,483 at 4% or $176,322 at 6%; with 50% employer match about $176,322 at 4% or $117,548 at 6%; with 100% employer match about $132,242 at 4% or $88,161 at 6%.
201415$1,487,556$23,044$4,609iApproximate average salary by contribution assumption: employee only about $115,220 at 4% or $76,813 at 6%; with 50% employer match about $76,813 at 4% or $51,209 at 6%; with 100% employer match about $57,610 at 4% or $38,407 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-5$1,487,556$23,044$4,609iApproximate average salary by contribution assumption: employee only about $115,220 at 4% or $76,813 at 6%; with 50% employer match about $76,813 at 4% or $51,209 at 6%; with 100% employer match about $57,610 at 4% or $38,407 at 6%.
201315$1,499,175$38,004$7,601iApproximate average salary by contribution assumption: employee only about $190,020 at 4% or $126,680 at 6%; with 50% employer match about $126,680 at 4% or $84,453 at 6%; with 100% employer match about $95,010 at 4% or $63,340 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-5$1,499,175$38,004$7,601iApproximate average salary by contribution assumption: employee only about $190,020 at 4% or $126,680 at 6%; with 50% employer match about $126,680 at 4% or $84,453 at 6%; with 100% employer match about $95,010 at 4% or $63,340 at 6%.
201214$1,129,656$31,302$7,826iApproximate average salary by contribution assumption: employee only about $195,638 at 4% or $130,425 at 6%; with 50% employer match about $130,425 at 4% or $86,950 at 6%; with 100% employer match about $97,819 at 4% or $65,213 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-4$1,129,656$31,302$7,826iApproximate average salary by contribution assumption: employee only about $195,638 at 4% or $130,425 at 6%; with 50% employer match about $130,425 at 4% or $86,950 at 6%; with 100% employer match about $97,819 at 4% or $65,213 at 6%.
201114$1,000,137$36,338$9,085iApproximate average salary by contribution assumption: employee only about $227,113 at 4% or $151,408 at 6%; with 50% employer match about $151,408 at 4% or $100,939 at 6%; with 100% employer match about $113,556 at 4% or $75,704 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-4$1,000,137$36,338$9,085iApproximate average salary by contribution assumption: employee only about $227,113 at 4% or $151,408 at 6%; with 50% employer match about $151,408 at 4% or $100,939 at 6%; with 100% employer match about $113,556 at 4% or $75,704 at 6%.
201014$1,018,864$41,339$10,335iApproximate average salary by contribution assumption: employee only about $258,369 at 4% or $172,246 at 6%; with 50% employer match about $172,246 at 4% or $114,831 at 6%; with 100% employer match about $129,184 at 4% or $86,123 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-4$1,018,864$41,339$10,335iApproximate average salary by contribution assumption: employee only about $258,369 at 4% or $172,246 at 6%; with 50% employer match about $172,246 at 4% or $114,831 at 6%; with 100% employer match about $129,184 at 4% or $86,123 at 6%.
200914$911,950$41,665$10,416iApproximate average salary by contribution assumption: employee only about $260,406 at 4% or $173,604 at 6%; with 50% employer match about $173,604 at 4% or $115,736 at 6%; with 100% employer match about $130,203 at 4% or $86,802 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-4$911,950$41,665$10,416iApproximate average salary by contribution assumption: employee only about $260,406 at 4% or $173,604 at 6%; with 50% employer match about $173,604 at 4% or $115,736 at 6%; with 100% employer match about $130,203 at 4% or $86,802 at 6%.
200814$621,297$42,274$10,569iApproximate average salary by contribution assumption: employee only about $264,213 at 4% or $176,142 at 6%; with 50% employer match about $176,142 at 4% or $117,428 at 6%; with 100% employer match about $132,106 at 4% or $88,071 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-4$621,297$42,274$10,569iApproximate average salary by contribution assumption: employee only about $264,213 at 4% or $176,142 at 6%; with 50% employer match about $176,142 at 4% or $117,428 at 6%; with 100% employer match about $132,106 at 4% or $88,071 at 6%.
200713$0$0-
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-3---
200613$853,340$48,038$16,013iApproximate average salary by contribution assumption: employee only about $400,317 at 4% or $266,878 at 6%; with 50% employer match about $266,878 at 4% or $177,919 at 6%; with 100% employer match about $200,158 at 4% or $133,439 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-3$853,340$48,038$16,013iApproximate average salary by contribution assumption: employee only about $400,317 at 4% or $266,878 at 6%; with 50% employer match about $266,878 at 4% or $177,919 at 6%; with 100% employer match about $200,158 at 4% or $133,439 at 6%.
200512$717,190$40,433$20,217iApproximate average salary by contribution assumption: employee only about $505,413 at 4% or $336,942 at 6%; with 50% employer match about $336,942 at 4% or $224,628 at 6%; with 100% employer match about $252,706 at 4% or $168,471 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-2$717,190$40,433$20,217iApproximate average salary by contribution assumption: employee only about $505,413 at 4% or $336,942 at 6%; with 50% employer match about $336,942 at 4% or $224,628 at 6%; with 100% employer match about $252,706 at 4% or $168,471 at 6%.
200412$653,188$41,925$20,963iApproximate average salary by contribution assumption: employee only about $524,063 at 4% or $349,375 at 6%; with 50% employer match about $349,375 at 4% or $232,917 at 6%; with 100% employer match about $262,031 at 4% or $174,688 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-2$653,188$41,925$20,963iApproximate average salary by contribution assumption: employee only about $524,063 at 4% or $349,375 at 6%; with 50% employer match about $349,375 at 4% or $232,917 at 6%; with 100% employer match about $262,031 at 4% or $174,688 at 6%.
200312$551,092$33,596$16,798iApproximate average salary by contribution assumption: employee only about $419,950 at 4% or $279,967 at 6%; with 50% employer match about $279,967 at 4% or $186,644 at 6%; with 100% employer match about $209,975 at 4% or $139,983 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-2$551,092$33,596$16,798iApproximate average salary by contribution assumption: employee only about $419,950 at 4% or $279,967 at 6%; with 50% employer match about $279,967 at 4% or $186,644 at 6%; with 100% employer match about $209,975 at 4% or $139,983 at 6%.
200212$423,151$32,661$16,331iApproximate average salary by contribution assumption: employee only about $408,263 at 4% or $272,175 at 6%; with 50% employer match about $272,175 at 4% or $181,450 at 6%; with 100% employer match about $204,131 at 4% or $136,088 at 6%.
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-2$423,151$32,661$16,331iApproximate average salary by contribution assumption: employee only about $408,263 at 4% or $272,175 at 6%; with 50% employer match about $272,175 at 4% or $181,450 at 6%; with 100% employer match about $204,131 at 4% or $136,088 at 6%.
200112$0$0-
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-2---
200013$0$0-
Jacob T. Joseph, M.D. PC. Money Purchase Pension Plan-3---