Civic Intelligence

Joel S. Erickson, M.D. Inc.

Plan context: JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN

EIN 61-1632162 • Novato, CA • 20 filings • 2 plans

165 Rowland Way, Suite 308Novato, CA 94945
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,694,028

2024 Contributions

$255,000

Historical Graphs

Total Assets Over Time

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

$2,694,028$1,347,014$0201520202024YearValue
$2,694,028Latest year 2024

Participants Over Time

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

1160201520202024YearValue
7Latest 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
202427$2,694,028$255,000$36,429iApproximate average salary by contribution assumption: employee only about $910,714 at 4% or $607,143 at 6%; with 50% employer match about $607,143 at 4% or $404,762 at 6%; with 100% employer match about $455,357 at 4% or $303,571 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-7$2,458,988$232,709$33,244iApproximate average salary by contribution assumption: employee only about $831,104 at 4% or $554,069 at 6%; with 50% employer match about $554,069 at 4% or $369,379 at 6%; with 100% employer match about $415,552 at 4% or $277,035 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-7$235,040$22,291$3,184iApproximate average salary by contribution assumption: employee only about $79,611 at 4% or $53,074 at 6%; with 50% employer match about $53,074 at 4% or $35,383 at 6%; with 100% employer match about $39,805 at 4% or $26,537 at 6%.
202327$2,256,644$148,425$21,204iApproximate average salary by contribution assumption: employee only about $530,089 at 4% or $353,393 at 6%; with 50% employer match about $353,393 at 4% or $235,595 at 6%; with 100% employer match about $265,045 at 4% or $176,696 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-6$2,058,967$126,943$21,157iApproximate average salary by contribution assumption: employee only about $528,929 at 4% or $352,619 at 6%; with 50% employer match about $352,619 at 4% or $235,080 at 6%; with 100% employer match about $264,465 at 4% or $176,310 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-7$197,677$21,482$3,069iApproximate average salary by contribution assumption: employee only about $76,721 at 4% or $51,148 at 6%; with 50% employer match about $51,148 at 4% or $34,098 at 6%; with 100% employer match about $38,361 at 4% or $25,574 at 6%.
202227$1,860,030$32,989$4,713iApproximate average salary by contribution assumption: employee only about $117,818 at 4% or $78,545 at 6%; with 50% employer match about $78,545 at 4% or $52,363 at 6%; with 100% employer match about $58,909 at 4% or $39,273 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-6$1,702,738$5,938$990iApproximate average salary by contribution assumption: employee only about $24,742 at 4% or $16,494 at 6%; with 50% employer match about $16,494 at 4% or $10,996 at 6%; with 100% employer match about $12,371 at 4% or $8,247 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-7$157,292$27,051$3,864iApproximate average salary by contribution assumption: employee only about $96,611 at 4% or $64,407 at 6%; with 50% employer match about $64,407 at 4% or $42,938 at 6%; with 100% employer match about $48,305 at 4% or $32,204 at 6%.
202127$2,090,574$381,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-7$1,937,146$356,661$50,952iApproximate average salary by contribution assumption: employee only about $1,273,789 at 4% or $849,193 at 6%; with 50% employer match about $849,193 at 4% or $566,129 at 6%; with 100% employer match about $636,895 at 4% or $424,596 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-7$153,428$24,839$3,548iApproximate average salary by contribution assumption: employee only about $88,711 at 4% or $59,140 at 6%; with 50% employer match about $59,140 at 4% or $39,427 at 6%; with 100% employer match about $44,355 at 4% or $29,570 at 6%.
202026$1,626,518$300,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-6$1,507,933$280,129$46,688iApproximate average salary by contribution assumption: employee only about $1,167,204 at 4% or $778,136 at 6%; with 50% employer match about $778,136 at 4% or $518,757 at 6%; with 100% employer match about $583,602 at 4% or $389,068 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-6$118,585$19,871$3,312iApproximate average salary by contribution assumption: employee only about $82,796 at 4% or $55,197 at 6%; with 50% employer match about $55,197 at 4% or $36,798 at 6%; with 100% employer match about $41,398 at 4% or $27,599 at 6%.
201929$1,187,998$318,726$35,414iApproximate average salary by contribution assumption: employee only about $885,350 at 4% or $590,233 at 6%; with 50% employer match about $590,233 at 4% or $393,489 at 6%; with 100% employer match about $442,675 at 4% or $295,117 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-7$1,073,680$290,700$41,529iApproximate average salary by contribution assumption: employee only about $1,038,214 at 4% or $692,143 at 6%; with 50% employer match about $692,143 at 4% or $461,429 at 6%; with 100% employer match about $519,107 at 4% or $346,071 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-9$114,318$28,026$3,114iApproximate average salary by contribution assumption: employee only about $77,850 at 4% or $51,900 at 6%; with 50% employer match about $51,900 at 4% or $34,600 at 6%; with 100% employer match about $38,925 at 4% or $25,950 at 6%.
201829$762,541$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-8$686,065$173,760$21,720iApproximate average salary by contribution assumption: employee only about $543,000 at 4% or $362,000 at 6%; with 50% employer match about $362,000 at 4% or $241,333 at 6%; with 100% employer match about $271,500 at 4% or $181,000 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-9$76,476$26,240$2,916iApproximate average salary by contribution assumption: employee only about $72,889 at 4% or $48,593 at 6%; with 50% employer match about $48,593 at 4% or $32,395 at 6%; with 100% employer match about $36,444 at 4% or $24,296 at 6%.
201727$613,631$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-5$559,381$180,171$36,034iApproximate average salary by contribution assumption: employee only about $900,855 at 4% or $600,570 at 6%; with 50% employer match about $600,570 at 4% or $400,380 at 6%; with 100% employer match about $450,427 at 4% or $300,285 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-7$54,250$19,829$2,833iApproximate average salary by contribution assumption: employee only about $70,818 at 4% or $47,212 at 6%; with 50% employer match about $47,212 at 4% or $31,475 at 6%; with 100% employer match about $35,409 at 4% or $23,606 at 6%.
2016211$400,082$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-6$361,345$190,859$31,810iApproximate average salary by contribution assumption: employee only about $795,246 at 4% or $530,164 at 6%; with 50% employer match about $530,164 at 4% or $353,443 at 6%; with 100% employer match about $397,623 at 4% or $265,082 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-11$38,737$9,141$831iApproximate average salary by contribution assumption: employee only about $20,775 at 4% or $13,850 at 6%; with 50% employer match about $13,850 at 4% or $9,233 at 6%; with 100% employer match about $10,388 at 4% or $6,925 at 6%.
2015211$200,000$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
JOEL S. ERICKSON, M.D., INC. RETIREMENT PLAN-6$178,075$178,075$29,679iApproximate average salary by contribution assumption: employee only about $741,979 at 4% or $494,653 at 6%; with 50% employer match about $494,653 at 4% or $329,769 at 6%; with 100% employer match about $370,990 at 4% or $247,326 at 6%.
Joel S. Erickson, M.D. Inc. Profit Sharing Plan-11$21,925$21,925$1,993iApproximate average salary by contribution assumption: employee only about $49,830 at 4% or $33,220 at 6%; with 50% employer match about $33,220 at 4% or $22,146 at 6%; with 100% employer match about $24,915 at 4% or $16,610 at 6%.