Civic Intelligence

Jose R. Caballero, MD PC

Plan context: Dr. Jose Caballero Retirement Plan

EIN 63-1076544 • Anniston, AL • 12 filings • 1 plans

901 Leighton AvenueSuite 703Anniston, AL 36207
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,080,601

2024 Contributions

$25,769

Historical Graphs

Total Assets Over Time

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

$2,080,601$1,040,301$0201320192024YearValue
$2,080,601Latest year 2024

Participants Over Time

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

1160201320192024YearValue
6Latest 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
202416$2,080,601$25,769$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,720 at 6%; with 100% employer match about $53,685 at 4% or $35,790 at 6%.
Dr. Jose Caballero Retirement Plan-6$2,080,601$25,769$4,295iApproximate average salary by contribution assumption: employee only about $107,371 at 4% or $71,581 at 6%; with 50% employer match about $71,581 at 4% or $47,720 at 6%; with 100% employer match about $53,685 at 4% or $35,790 at 6%.
202316$1,920,737$37,874$6,312iApproximate average salary by contribution assumption: employee only about $157,808 at 4% or $105,206 at 6%; with 50% employer match about $105,206 at 4% or $70,137 at 6%; with 100% employer match about $78,904 at 4% or $52,603 at 6%.
Dr. Jose Caballero Retirement Plan-6$1,920,737$37,874$6,312iApproximate average salary by contribution assumption: employee only about $157,808 at 4% or $105,206 at 6%; with 50% employer match about $105,206 at 4% or $70,137 at 6%; with 100% employer match about $78,904 at 4% or $52,603 at 6%.
202216$1,747,587$40,647$6,775iApproximate average salary by contribution assumption: employee only about $169,363 at 4% or $112,908 at 6%; with 50% employer match about $112,908 at 4% or $75,272 at 6%; with 100% employer match about $84,681 at 4% or $56,454 at 6%.
Dr. Jose Caballero Retirement Plan-6$1,747,587$40,647$6,775iApproximate average salary by contribution assumption: employee only about $169,363 at 4% or $112,908 at 6%; with 50% employer match about $112,908 at 4% or $75,272 at 6%; with 100% employer match about $84,681 at 4% or $56,454 at 6%.
202116$1,874,278$52,782$8,797iApproximate average salary by contribution assumption: employee only about $219,925 at 4% or $146,617 at 6%; with 50% employer match about $146,617 at 4% or $97,744 at 6%; with 100% employer match about $109,963 at 4% or $73,308 at 6%.
Dr. Jose Caballero Retirement Plan-6$1,874,278$52,782$8,797iApproximate average salary by contribution assumption: employee only about $219,925 at 4% or $146,617 at 6%; with 50% employer match about $146,617 at 4% or $97,744 at 6%; with 100% employer match about $109,963 at 4% or $73,308 at 6%.
202016$1,804,076$40,935$6,823iApproximate average salary by contribution assumption: employee only about $170,563 at 4% or $113,708 at 6%; with 50% employer match about $113,708 at 4% or $75,806 at 6%; with 100% employer match about $85,281 at 4% or $56,854 at 6%.
Dr. Jose Caballero Retirement Plan-6$1,804,076$40,935$6,823iApproximate average salary by contribution assumption: employee only about $170,563 at 4% or $113,708 at 6%; with 50% employer match about $113,708 at 4% or $75,806 at 6%; with 100% employer match about $85,281 at 4% or $56,854 at 6%.
201917$1,706,292$39,346$5,621iApproximate average salary by contribution assumption: employee only about $140,521 at 4% or $93,681 at 6%; with 50% employer match about $93,681 at 4% or $62,454 at 6%; with 100% employer match about $70,261 at 4% or $46,840 at 6%.
Dr. Jose Caballero Retirement Plan-7$1,706,292$39,346$5,621iApproximate average salary by contribution assumption: employee only about $140,521 at 4% or $93,681 at 6%; with 50% employer match about $93,681 at 4% or $62,454 at 6%; with 100% employer match about $70,261 at 4% or $46,840 at 6%.
2018111$1,415,312$39,908$3,628iApproximate average salary by contribution assumption: employee only about $90,700 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,311 at 6%; with 100% employer match about $45,350 at 4% or $30,233 at 6%.
Dr. Jose Caballero Retirement Plan-11$1,415,312$39,908$3,628iApproximate average salary by contribution assumption: employee only about $90,700 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,311 at 6%; with 100% employer match about $45,350 at 4% or $30,233 at 6%.
2017111$1,464,378$41,671$3,788iApproximate average salary by contribution assumption: employee only about $94,707 at 4% or $63,138 at 6%; with 50% employer match about $63,138 at 4% or $42,092 at 6%; with 100% employer match about $47,353 at 4% or $31,569 at 6%.
Dr. Jose Caballero Retirement Plan-11$1,464,378$41,671$3,788iApproximate average salary by contribution assumption: employee only about $94,707 at 4% or $63,138 at 6%; with 50% employer match about $63,138 at 4% or $42,092 at 6%; with 100% employer match about $47,353 at 4% or $31,569 at 6%.
2016111$1,256,573$35,514$3,229iApproximate average salary by contribution assumption: employee only about $80,714 at 4% or $53,809 at 6%; with 50% employer match about $53,809 at 4% or $35,873 at 6%; with 100% employer match about $40,357 at 4% or $26,905 at 6%.
Dr. Jose Caballero Retirement Plan-11$1,256,573$35,514$3,229iApproximate average salary by contribution assumption: employee only about $80,714 at 4% or $53,809 at 6%; with 50% employer match about $53,809 at 4% or $35,873 at 6%; with 100% employer match about $40,357 at 4% or $26,905 at 6%.
2015110$1,142,911$53,265$5,327iApproximate average salary by contribution assumption: employee only about $133,163 at 4% or $88,775 at 6%; with 50% employer match about $88,775 at 4% or $59,183 at 6%; with 100% employer match about $66,581 at 4% or $44,388 at 6%.
Dr. Jose Caballero Retirement Plan-10$1,142,911$53,265$5,327iApproximate average salary by contribution assumption: employee only about $133,163 at 4% or $88,775 at 6%; with 50% employer match about $88,775 at 4% or $59,183 at 6%; with 100% employer match about $66,581 at 4% or $44,388 at 6%.
2014110$1,103,271$60,410$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
Dr. Jose Caballero Retirement Plan-10$1,103,271$60,410$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
201311$992,252$964,164$964,164iApproximate average salary by contribution assumption: employee only about $24,104,100 at 4% or $16,069,400 at 6%; with 50% employer match about $16,069,400 at 4% or $10,712,933 at 6%; with 100% employer match about $12,052,050 at 4% or $8,034,700 at 6%.
Dr. Jose Caballero Retirement Plan-1$992,252$964,164$964,164iApproximate average salary by contribution assumption: employee only about $24,104,100 at 4% or $16,069,400 at 6%; with 50% employer match about $16,069,400 at 4% or $10,712,933 at 6%; with 100% employer match about $12,052,050 at 4% or $8,034,700 at 6%.