Civic Intelligence

Dr. James G. Houle, M.D., P.A.

Plan context: James G. Houle, M.D., P.A. Cash Balance Plan

EIN 65-0584752 • Boca Raton, FL • 41 filings • 4 plans

660 Glades Road, Suite 400Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,479,576

2024 Contributions

$30,500

Historical Graphs

Total Assets Over Time

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

$5,228,513$2,614,257$0199920132024YearValue
$2,479,576Latest year 2024

Participants Over Time

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

1470199920122024YearValue
2Latest 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
202422$2,479,576$30,500$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-2$1,648,940$30,500$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-2$830,636--
2023210$4,944,924$100,000$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%.
James G. Houle, M.D., P.A. Cash Balance Plan-10$3,093,268$0-
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-2$1,851,656$100,000$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%.
202222$4,765,141$61,426$30,713iApproximate average salary by contribution assumption: employee only about $767,825 at 4% or $511,883 at 6%; with 50% employer match about $511,883 at 4% or $341,256 at 6%; with 100% employer match about $383,913 at 4% or $255,942 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-2$2,985,114$0-
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-2$1,780,027$61,426$30,713iApproximate average salary by contribution assumption: employee only about $767,825 at 4% or $511,883 at 6%; with 50% employer match about $511,883 at 4% or $341,256 at 6%; with 100% employer match about $383,913 at 4% or $255,942 at 6%.
2021212$5,228,513$119,322$9,944iApproximate average salary by contribution assumption: employee only about $248,588 at 4% or $165,725 at 6%; with 50% employer match about $165,725 at 4% or $110,483 at 6%; with 100% employer match about $124,294 at 4% or $82,863 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-12$3,143,479$21,856$1,821iApproximate average salary by contribution assumption: employee only about $45,533 at 4% or $30,356 at 6%; with 50% employer match about $30,356 at 4% or $20,237 at 6%; with 100% employer match about $22,767 at 4% or $15,178 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-8$2,085,034$97,466$12,183iApproximate average salary by contribution assumption: employee only about $304,581 at 4% or $203,054 at 6%; with 50% employer match about $203,054 at 4% or $135,369 at 6%; with 100% employer match about $152,291 at 4% or $101,527 at 6%.
2020212$4,898,685$361,180$30,098iApproximate average salary by contribution assumption: employee only about $752,458 at 4% or $501,639 at 6%; with 50% employer match about $501,639 at 4% or $334,426 at 6%; with 100% employer match about $376,229 at 4% or $250,819 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-12$2,997,558$263,522$21,960iApproximate average salary by contribution assumption: employee only about $549,004 at 4% or $366,003 at 6%; with 50% employer match about $366,003 at 4% or $244,002 at 6%; with 100% employer match about $274,502 at 4% or $183,001 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-8$1,901,127$97,658$12,207iApproximate average salary by contribution assumption: employee only about $305,181 at 4% or $203,454 at 6%; with 50% employer match about $203,454 at 4% or $135,636 at 6%; with 100% employer match about $152,591 at 4% or $101,727 at 6%.
2019211$4,532,648$363,111$33,010iApproximate average salary by contribution assumption: employee only about $825,252 at 4% or $550,168 at 6%; with 50% employer match about $550,168 at 4% or $366,779 at 6%; with 100% employer match about $412,626 at 4% or $275,084 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-11$2,661,922$266,815$24,256iApproximate average salary by contribution assumption: employee only about $606,398 at 4% or $404,265 at 6%; with 50% employer match about $404,265 at 4% or $269,510 at 6%; with 100% employer match about $303,199 at 4% or $202,133 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-9$1,870,726$96,296$10,700iApproximate average salary by contribution assumption: employee only about $267,489 at 4% or $178,326 at 6%; with 50% employer match about $178,326 at 4% or $118,884 at 6%; with 100% employer match about $133,744 at 4% or $89,163 at 6%.
2018211$4,015,844$356,808$32,437iApproximate average salary by contribution assumption: employee only about $810,927 at 4% or $540,618 at 6%; with 50% employer match about $540,618 at 4% or $360,412 at 6%; with 100% employer match about $405,464 at 4% or $270,309 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-11$2,249,404$256,774$23,343iApproximate average salary by contribution assumption: employee only about $583,577 at 4% or $389,052 at 6%; with 50% employer match about $389,052 at 4% or $259,368 at 6%; with 100% employer match about $291,789 at 4% or $194,526 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-10$1,766,440$100,034$10,003iApproximate average salary by contribution assumption: employee only about $250,085 at 4% or $166,723 at 6%; with 50% employer match about $166,723 at 4% or $111,149 at 6%; with 100% employer match about $125,043 at 4% or $83,362 at 6%.
2017210$3,669,161$376,248$37,625iApproximate average salary by contribution assumption: employee only about $940,620 at 4% or $627,080 at 6%; with 50% employer match about $627,080 at 4% or $418,053 at 6%; with 100% employer match about $470,310 at 4% or $313,540 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-10$2,039,218$256,193$25,619iApproximate average salary by contribution assumption: employee only about $640,483 at 4% or $426,988 at 6%; with 50% employer match about $426,988 at 4% or $284,659 at 6%; with 100% employer match about $320,241 at 4% or $213,494 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-9$1,629,943$120,055$13,339iApproximate average salary by contribution assumption: employee only about $333,486 at 4% or $222,324 at 6%; with 50% employer match about $222,324 at 4% or $148,216 at 6%; with 100% employer match about $166,743 at 4% or $111,162 at 6%.
2016210$3,178,861$354,190$35,419iApproximate average salary by contribution assumption: employee only about $885,475 at 4% or $590,317 at 6%; with 50% employer match about $590,317 at 4% or $393,544 at 6%; with 100% employer match about $442,738 at 4% or $295,158 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-10$1,723,504$254,570$25,457iApproximate average salary by contribution assumption: employee only about $636,425 at 4% or $424,283 at 6%; with 50% employer match about $424,283 at 4% or $282,856 at 6%; with 100% employer match about $318,213 at 4% or $212,142 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-8$1,455,357$99,620$12,453iApproximate average salary by contribution assumption: employee only about $311,313 at 4% or $207,542 at 6%; with 50% employer match about $207,542 at 4% or $138,361 at 6%; with 100% employer match about $155,656 at 4% or $103,771 at 6%.
201529$2,830,962$176,846$19,650iApproximate average salary by contribution assumption: employee only about $491,239 at 4% or $327,493 at 6%; with 50% employer match about $327,493 at 4% or $218,328 at 6%; with 100% employer match about $245,619 at 4% or $163,746 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-9$1,461,773$43,116$4,791iApproximate average salary by contribution assumption: employee only about $119,767 at 4% or $79,844 at 6%; with 50% employer match about $79,844 at 4% or $53,230 at 6%; with 100% employer match about $59,883 at 4% or $39,922 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-7$1,369,189$133,730$19,104iApproximate average salary by contribution assumption: employee only about $477,607 at 4% or $318,405 at 6%; with 50% employer match about $318,405 at 4% or $212,270 at 6%; with 100% employer match about $238,804 at 4% or $159,202 at 6%.
201429$2,662,386$323,972$35,997iApproximate average salary by contribution assumption: employee only about $899,922 at 4% or $599,948 at 6%; with 50% employer match about $599,948 at 4% or $399,965 at 6%; with 100% employer match about $449,961 at 4% or $299,974 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-9$1,418,646$193,483$21,498iApproximate average salary by contribution assumption: employee only about $537,453 at 4% or $358,302 at 6%; with 50% employer match about $358,302 at 4% or $238,868 at 6%; with 100% employer match about $268,726 at 4% or $179,151 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-9$1,243,740$130,489$14,499iApproximate average salary by contribution assumption: employee only about $362,469 at 4% or $241,646 at 6%; with 50% employer match about $241,646 at 4% or $161,098 at 6%; with 100% employer match about $181,235 at 4% or $120,823 at 6%.
2013214$2,330,792$447,571$31,969iApproximate average salary by contribution assumption: employee only about $799,234 at 4% or $532,823 at 6%; with 50% employer match about $532,823 at 4% or $355,215 at 6%; with 100% employer match about $399,617 at 4% or $266,411 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-9$1,225,159$356,357$39,595iApproximate average salary by contribution assumption: employee only about $989,881 at 4% or $659,920 at 6%; with 50% employer match about $659,920 at 4% or $439,947 at 6%; with 100% employer match about $494,940 at 4% or $329,960 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-14$1,105,633$91,214$6,515iApproximate average salary by contribution assumption: employee only about $162,882 at 4% or $108,588 at 6%; with 50% employer match about $108,588 at 4% or $72,392 at 6%; with 100% employer match about $81,441 at 4% or $54,294 at 6%.
201228$2,001,218$371,752$46,469iApproximate average salary by contribution assumption: employee only about $1,161,725 at 4% or $774,483 at 6%; with 50% employer match about $774,483 at 4% or $516,322 at 6%; with 100% employer match about $580,863 at 4% or $387,242 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-8$1,132,418$81,188$10,149iApproximate average salary by contribution assumption: employee only about $253,713 at 4% or $169,142 at 6%; with 50% employer match about $169,142 at 4% or $112,761 at 6%; with 100% employer match about $126,856 at 4% or $84,571 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-8$868,800$290,564$36,321iApproximate average salary by contribution assumption: employee only about $908,013 at 4% or $605,342 at 6%; with 50% employer match about $605,342 at 4% or $403,561 at 6%; with 100% employer match about $454,006 at 4% or $302,671 at 6%.
2011212$1,632,819$378,707$31,559iApproximate average salary by contribution assumption: employee only about $788,973 at 4% or $525,982 at 6%; with 50% employer match about $525,982 at 4% or $350,655 at 6%; with 100% employer match about $394,486 at 4% or $262,991 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-12$1,054,584$76,917$6,410iApproximate average salary by contribution assumption: employee only about $160,244 at 4% or $106,829 at 6%; with 50% employer match about $106,829 at 4% or $71,219 at 6%; with 100% employer match about $80,122 at 4% or $53,415 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-8$578,235$301,790$37,724iApproximate average salary by contribution assumption: employee only about $943,094 at 4% or $628,729 at 6%; with 50% employer match about $628,729 at 4% or $419,153 at 6%; with 100% employer match about $471,547 at 4% or $314,365 at 6%.
2010211$1,254,130$361,045$32,822iApproximate average salary by contribution assumption: employee only about $820,557 at 4% or $547,038 at 6%; with 50% employer match about $547,038 at 4% or $364,692 at 6%; with 100% employer match about $410,278 at 4% or $273,519 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-11$977,685$84,600$7,691iApproximate average salary by contribution assumption: employee only about $192,273 at 4% or $128,182 at 6%; with 50% employer match about $128,182 at 4% or $85,455 at 6%; with 100% employer match about $96,136 at 4% or $64,091 at 6%.
James G. Houle, M.D., P.A. Cash Balance Plan-7$276,445$276,445$39,492iApproximate average salary by contribution assumption: employee only about $987,304 at 4% or $658,202 at 6%; with 50% employer match about $658,202 at 4% or $438,802 at 6%; with 100% employer match about $493,652 at 4% or $329,101 at 6%.
2009111$892,466$118,345$10,759iApproximate average salary by contribution assumption: employee only about $268,966 at 4% or $179,311 at 6%; with 50% employer match about $179,311 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-11$892,466$118,345$10,759iApproximate average salary by contribution assumption: employee only about $268,966 at 4% or $179,311 at 6%; with 50% employer match about $179,311 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%.
200818$794,613$111,008$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-8$794,613$111,008$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
200715$850,277$101,254$20,251iApproximate average salary by contribution assumption: employee only about $506,270 at 4% or $337,513 at 6%; with 50% employer match about $337,513 at 4% or $225,009 at 6%; with 100% employer match about $253,135 at 4% or $168,757 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-5$850,277$101,254$20,251iApproximate average salary by contribution assumption: employee only about $506,270 at 4% or $337,513 at 6%; with 50% employer match about $337,513 at 4% or $225,009 at 6%; with 100% employer match about $253,135 at 4% or $168,757 at 6%.
200616$807,229$161,620$26,937iApproximate average salary by contribution assumption: employee only about $673,417 at 4% or $448,944 at 6%; with 50% employer match about $448,944 at 4% or $299,296 at 6%; with 100% employer match about $336,708 at 4% or $224,472 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-6$807,229$161,620$26,937iApproximate average salary by contribution assumption: employee only about $673,417 at 4% or $448,944 at 6%; with 50% employer match about $448,944 at 4% or $299,296 at 6%; with 100% employer match about $336,708 at 4% or $224,472 at 6%.
200514$495,797$89,208$22,302iApproximate average salary by contribution assumption: employee only about $557,550 at 4% or $371,700 at 6%; with 50% employer match about $371,700 at 4% or $247,800 at 6%; with 100% employer match about $278,775 at 4% or $185,850 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-4$495,797$89,208$22,302iApproximate average salary by contribution assumption: employee only about $557,550 at 4% or $371,700 at 6%; with 50% employer match about $371,700 at 4% or $247,800 at 6%; with 100% employer match about $278,775 at 4% or $185,850 at 6%.
200415$395,867$90,490$18,098iApproximate average salary by contribution assumption: employee only about $452,450 at 4% or $301,633 at 6%; with 50% employer match about $301,633 at 4% or $201,089 at 6%; with 100% employer match about $226,225 at 4% or $150,817 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-5$395,867$90,490$18,098iApproximate average salary by contribution assumption: employee only about $452,450 at 4% or $301,633 at 6%; with 50% employer match about $301,633 at 4% or $201,089 at 6%; with 100% employer match about $226,225 at 4% or $150,817 at 6%.
200319$337,736$100,864$11,207iApproximate average salary by contribution assumption: employee only about $280,178 at 4% or $186,785 at 6%; with 50% employer match about $186,785 at 4% or $124,523 at 6%; with 100% employer match about $140,089 at 4% or $93,393 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-9$337,736$100,864$11,207iApproximate average salary by contribution assumption: employee only about $280,178 at 4% or $186,785 at 6%; with 50% employer match about $186,785 at 4% or $124,523 at 6%; with 100% employer match about $140,089 at 4% or $93,393 at 6%.
200217$228,933$54,113$7,730iApproximate average salary by contribution assumption: employee only about $193,261 at 4% or $128,840 at 6%; with 50% employer match about $128,840 at 4% or $85,894 at 6%; with 100% employer match about $96,630 at 4% or $64,420 at 6%.
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-7$228,933$54,113$7,730iApproximate average salary by contribution assumption: employee only about $193,261 at 4% or $128,840 at 6%; with 50% employer match about $128,840 at 4% or $85,894 at 6%; with 100% employer match about $96,630 at 4% or $64,420 at 6%.
200116$0$0-
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-6---
200016$0$0-
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-6---
199914$78,973$0-
Dr. James G. Houle, M.D., P.A. 401K Profit Sharing Plan-4$78,973--