Civic Intelligence

James M. Koerten, MD

Plan context: James M. Koerten, MD Retirement Plan & Trust

EIN 62-1238118 • Sevierville, TN • 23 filings • 1 plans

1102 Foxwood DriveSevierville, TN 37862
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$3,542,204

2024 Contributions

$59,659

Historical Graphs

Total Assets Over Time

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

$3,623,579$1,811,790$0199920132024YearValue
$3,542,204Latest year 2024

Participants Over Time

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

1160199920132024YearValue
1Latest 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
202411$3,542,204$59,659$59,659iApproximate average salary by contribution assumption: employee only about $1,491,475 at 4% or $994,317 at 6%; with 50% employer match about $994,317 at 4% or $662,878 at 6%; with 100% employer match about $745,738 at 4% or $497,158 at 6%.
James M. Koerten, MD Retirement Plan & Trust-1$3,542,204$59,659$59,659iApproximate average salary by contribution assumption: employee only about $1,491,475 at 4% or $994,317 at 6%; with 50% employer match about $994,317 at 4% or $662,878 at 6%; with 100% employer match about $745,738 at 4% or $497,158 at 6%.
202315$3,435,942$49,845$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
James M. Koerten, MD Retirement Plan & Trust-5$3,435,942$49,845$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
2022110$3,113,514$77,526$7,753iApproximate average salary by contribution assumption: employee only about $193,815 at 4% or $129,210 at 6%; with 50% employer match about $129,210 at 4% or $86,140 at 6%; with 100% employer match about $96,908 at 4% or $64,605 at 6%.
James M. Koerten, MD Retirement Plan & Trust-10$3,113,514$77,526$7,753iApproximate average salary by contribution assumption: employee only about $193,815 at 4% or $129,210 at 6%; with 50% employer match about $129,210 at 4% or $86,140 at 6%; with 100% employer match about $96,908 at 4% or $64,605 at 6%.
2021111$3,623,579$75,834$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
James M. Koerten, MD Retirement Plan & Trust-11$3,623,579$75,834$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
2020110$3,104,047$73,674$7,367iApproximate average salary by contribution assumption: employee only about $184,185 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
James M. Koerten, MD Retirement Plan & Trust-10$3,104,047$73,674$7,367iApproximate average salary by contribution assumption: employee only about $184,185 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
2019110$2,651,245$72,849$7,285iApproximate average salary by contribution assumption: employee only about $182,123 at 4% or $121,415 at 6%; with 50% employer match about $121,415 at 4% or $80,943 at 6%; with 100% employer match about $91,061 at 4% or $60,708 at 6%.
James M. Koerten, MD Retirement Plan & Trust-10$2,651,245$72,849$7,285iApproximate average salary by contribution assumption: employee only about $182,123 at 4% or $121,415 at 6%; with 50% employer match about $121,415 at 4% or $80,943 at 6%; with 100% employer match about $91,061 at 4% or $60,708 at 6%.
2018110$2,229,228$71,287$7,129iApproximate average salary by contribution assumption: employee only about $178,218 at 4% or $118,812 at 6%; with 50% employer match about $118,812 at 4% or $79,208 at 6%; with 100% employer match about $89,109 at 4% or $59,406 at 6%.
James M. Koerten, MD Retirement Plan & Trust-10$2,229,228$71,287$7,129iApproximate average salary by contribution assumption: employee only about $178,218 at 4% or $118,812 at 6%; with 50% employer match about $118,812 at 4% or $79,208 at 6%; with 100% employer match about $89,109 at 4% or $59,406 at 6%.
2017110$2,303,443$62,506$6,251iApproximate average salary by contribution assumption: employee only about $156,265 at 4% or $104,177 at 6%; with 50% employer match about $104,177 at 4% or $69,451 at 6%; with 100% employer match about $78,133 at 4% or $52,088 at 6%.
James M. Koerten, MD Retirement Plan & Trust-10$2,303,443$62,506$6,251iApproximate average salary by contribution assumption: employee only about $156,265 at 4% or $104,177 at 6%; with 50% employer match about $104,177 at 4% or $69,451 at 6%; with 100% employer match about $78,133 at 4% or $52,088 at 6%.
201619$2,015,660$67,112$7,457iApproximate average salary by contribution assumption: employee only about $186,422 at 4% or $124,281 at 6%; with 50% employer match about $124,281 at 4% or $82,854 at 6%; with 100% employer match about $93,211 at 4% or $62,141 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$2,015,660$67,112$7,457iApproximate average salary by contribution assumption: employee only about $186,422 at 4% or $124,281 at 6%; with 50% employer match about $124,281 at 4% or $82,854 at 6%; with 100% employer match about $93,211 at 4% or $62,141 at 6%.
201519$1,959,060$64,603$7,178iApproximate average salary by contribution assumption: employee only about $179,453 at 4% or $119,635 at 6%; with 50% employer match about $119,635 at 4% or $79,757 at 6%; with 100% employer match about $89,726 at 4% or $59,818 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$1,959,060$64,603$7,178iApproximate average salary by contribution assumption: employee only about $179,453 at 4% or $119,635 at 6%; with 50% employer match about $119,635 at 4% or $79,757 at 6%; with 100% employer match about $89,726 at 4% or $59,818 at 6%.
201419$1,999,474$68,389$7,599iApproximate average salary by contribution assumption: employee only about $189,969 at 4% or $126,646 at 6%; with 50% employer match about $126,646 at 4% or $84,431 at 6%; with 100% employer match about $94,985 at 4% or $63,323 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$1,999,474$68,389$7,599iApproximate average salary by contribution assumption: employee only about $189,969 at 4% or $126,646 at 6%; with 50% employer match about $126,646 at 4% or $84,431 at 6%; with 100% employer match about $94,985 at 4% or $63,323 at 6%.
201318$1,848,902$66,039$8,255iApproximate average salary by contribution assumption: employee only about $206,372 at 4% or $137,581 at 6%; with 50% employer match about $137,581 at 4% or $91,721 at 6%; with 100% employer match about $103,186 at 4% or $68,791 at 6%.
James M. Koerten, MD Retirement Plan & Trust-8$1,848,902$66,039$8,255iApproximate average salary by contribution assumption: employee only about $206,372 at 4% or $137,581 at 6%; with 50% employer match about $137,581 at 4% or $91,721 at 6%; with 100% employer match about $103,186 at 4% or $68,791 at 6%.
201219$1,577,475$66,513$7,390iApproximate average salary by contribution assumption: employee only about $184,758 at 4% or $123,172 at 6%; with 50% employer match about $123,172 at 4% or $82,115 at 6%; with 100% employer match about $92,379 at 4% or $61,586 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$1,577,475$66,513$7,390iApproximate average salary by contribution assumption: employee only about $184,758 at 4% or $123,172 at 6%; with 50% employer match about $123,172 at 4% or $82,115 at 6%; with 100% employer match about $92,379 at 4% or $61,586 at 6%.
201119$1,383,595$61,989$6,888iApproximate average salary by contribution assumption: employee only about $172,192 at 4% or $114,794 at 6%; with 50% employer match about $114,794 at 4% or $76,530 at 6%; with 100% employer match about $86,096 at 4% or $57,397 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$1,383,595$61,989$6,888iApproximate average salary by contribution assumption: employee only about $172,192 at 4% or $114,794 at 6%; with 50% employer match about $114,794 at 4% or $76,530 at 6%; with 100% employer match about $86,096 at 4% or $57,397 at 6%.
201019$1,309,099$63,010$7,001iApproximate average salary by contribution assumption: employee only about $175,028 at 4% or $116,685 at 6%; with 50% employer match about $116,685 at 4% or $77,790 at 6%; with 100% employer match about $87,514 at 4% or $58,343 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$1,309,099$63,010$7,001iApproximate average salary by contribution assumption: employee only about $175,028 at 4% or $116,685 at 6%; with 50% employer match about $116,685 at 4% or $77,790 at 6%; with 100% employer match about $87,514 at 4% or $58,343 at 6%.
200918$1,219,289$49,726$6,216iApproximate average salary by contribution assumption: employee only about $155,394 at 4% or $103,596 at 6%; with 50% employer match about $103,596 at 4% or $69,064 at 6%; with 100% employer match about $77,697 at 4% or $51,798 at 6%.
James M. Koerten, MD Retirement Plan & Trust-8$1,219,289$49,726$6,216iApproximate average salary by contribution assumption: employee only about $155,394 at 4% or $103,596 at 6%; with 50% employer match about $103,596 at 4% or $69,064 at 6%; with 100% employer match about $77,697 at 4% or $51,798 at 6%.
200617$1,088,135$41,638$5,948iApproximate average salary by contribution assumption: employee only about $148,707 at 4% or $99,138 at 6%; with 50% employer match about $99,138 at 4% or $66,092 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
James M. Koerten, MD Retirement Plan & Trust-7$1,088,135$41,638$5,948iApproximate average salary by contribution assumption: employee only about $148,707 at 4% or $99,138 at 6%; with 50% employer match about $99,138 at 4% or $66,092 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
200416$852,955$41,722$6,954iApproximate average salary by contribution assumption: employee only about $173,842 at 4% or $115,894 at 6%; with 50% employer match about $115,894 at 4% or $77,263 at 6%; with 100% employer match about $86,921 at 4% or $57,947 at 6%.
James M. Koerten, MD Retirement Plan & Trust-6$852,955$41,722$6,954iApproximate average salary by contribution assumption: employee only about $173,842 at 4% or $115,894 at 6%; with 50% employer match about $115,894 at 4% or $77,263 at 6%; with 100% employer match about $86,921 at 4% or $57,947 at 6%.
200317$753,102$41,374$5,911iApproximate average salary by contribution assumption: employee only about $147,764 at 4% or $98,510 at 6%; with 50% employer match about $98,510 at 4% or $65,673 at 6%; with 100% employer match about $73,882 at 4% or $49,255 at 6%.
James M. Koerten, MD Retirement Plan & Trust-7$753,102$41,374$5,911iApproximate average salary by contribution assumption: employee only about $147,764 at 4% or $98,510 at 6%; with 50% employer match about $98,510 at 4% or $65,673 at 6%; with 100% employer match about $73,882 at 4% or $49,255 at 6%.
200217$625,746$39,898$5,700iApproximate average salary by contribution assumption: employee only about $142,493 at 4% or $94,995 at 6%; with 50% employer match about $94,995 at 4% or $63,330 at 6%; with 100% employer match about $71,246 at 4% or $47,498 at 6%.
James M. Koerten, MD Retirement Plan & Trust-7$625,746$39,898$5,700iApproximate average salary by contribution assumption: employee only about $142,493 at 4% or $94,995 at 6%; with 50% employer match about $94,995 at 4% or $63,330 at 6%; with 100% employer match about $71,246 at 4% or $47,498 at 6%.
200119$666,250$40,657$4,517iApproximate average salary by contribution assumption: employee only about $112,936 at 4% or $75,291 at 6%; with 50% employer match about $75,291 at 4% or $50,194 at 6%; with 100% employer match about $56,468 at 4% or $37,645 at 6%.
James M. Koerten, MD Retirement Plan & Trust-9$666,250$40,657$4,517iApproximate average salary by contribution assumption: employee only about $112,936 at 4% or $75,291 at 6%; with 50% employer match about $75,291 at 4% or $50,194 at 6%; with 100% employer match about $56,468 at 4% or $37,645 at 6%.
200017$684,321$32,340$4,620iApproximate average salary by contribution assumption: employee only about $115,500 at 4% or $77,000 at 6%; with 50% employer match about $77,000 at 4% or $51,333 at 6%; with 100% employer match about $57,750 at 4% or $38,500 at 6%.
James M. Koerten, MD Retirement Plan & Trust-7$684,321$32,340$4,620iApproximate average salary by contribution assumption: employee only about $115,500 at 4% or $77,000 at 6%; with 50% employer match about $77,000 at 4% or $51,333 at 6%; with 100% employer match about $57,750 at 4% or $38,500 at 6%.
199918$723,910$32,166$4,021iApproximate average salary by contribution assumption: employee only about $100,519 at 4% or $67,013 at 6%; with 50% employer match about $67,013 at 4% or $44,675 at 6%; with 100% employer match about $50,259 at 4% or $33,506 at 6%.
James M. Koerten, MD Retirement Plan & Trust-8$723,910$32,166$4,021iApproximate average salary by contribution assumption: employee only about $100,519 at 4% or $67,013 at 6%; with 50% employer match about $67,013 at 4% or $44,675 at 6%; with 100% employer match about $50,259 at 4% or $33,506 at 6%.