Civic Intelligence

Miguel a. Arias, DMD

Plan context: St Joseph Cash Balance Plan

EIN 59-3343812 • 8 filings • 2 plans

Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$357,139

2017 Contributions

$112,868

Historical Graphs

Total Assets Over Time

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

$357,139$178,570$0201320152016YearValue
$357,139Latest year 2016

Participants Over Time

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

950201320152016YearValue
7Latest year 2016

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
201720$0$0-
St. Joseph Retirement Plan-0---
St Joseph Cash Balance Plan-0---
201627$357,139$112,868$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
St Joseph Cash Balance Plan-7$225,890$105,850$15,121iApproximate average salary by contribution assumption: employee only about $378,036 at 4% or $252,024 at 6%; with 50% employer match about $252,024 at 4% or $168,016 at 6%; with 100% employer match about $189,018 at 4% or $126,012 at 6%.
St. Joseph Retirement Plan-7$131,249$7,018$1,003iApproximate average salary by contribution assumption: employee only about $25,064 at 4% or $16,710 at 6%; with 50% employer match about $16,710 at 4% or $11,140 at 6%; with 100% employer match about $12,532 at 4% or $8,355 at 6%.
201527$225,043$120,892$17,270iApproximate average salary by contribution assumption: employee only about $431,757 at 4% or $287,838 at 6%; with 50% employer match about $287,838 at 4% or $191,892 at 6%; with 100% employer match about $215,879 at 4% or $143,919 at 6%.
St. Joseph Retirement Plan-7$118,423$14,272$2,039iApproximate average salary by contribution assumption: employee only about $50,971 at 4% or $33,981 at 6%; with 50% employer match about $33,981 at 4% or $22,654 at 6%; with 100% employer match about $25,486 at 4% or $16,990 at 6%.
St Joseph Cash Balance Plan-7$106,620$106,620$15,231iApproximate average salary by contribution assumption: employee only about $380,786 at 4% or $253,857 at 6%; with 50% employer match about $253,857 at 4% or $169,238 at 6%; with 100% employer match about $190,393 at 4% or $126,929 at 6%.
201419$110,351$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
St. Joseph Retirement Plan-9$110,351$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201315$50,000$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
St. Joseph Retirement Plan-5$50,000$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.