Civic Intelligence

Jon B. Bishop, M.D.

Plan context: Jon B. Bishop, M.D. Cash Balance Plan

EIN 65-1189885 • Orem, UT • 24 filings • 3 plans

700 W. 800 N. , Suite 442Orem, UT 84057
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$528,639

2024 Contributions

$9,369

Historical Graphs

Total Assets Over Time

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

$1,441,704$720,852$0200820162023YearValue
$528,639Latest year 2023

Participants Over Time

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

950200620152023YearValue
5Latest year 2023

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
202410$0$0-
Jon B. Bishop, M.D. Cash Balance Plan-0$0--
202325$528,639$9,369$1,874iApproximate average salary by contribution assumption: employee only about $46,845 at 4% or $31,230 at 6%; with 50% employer match about $31,230 at 4% or $20,820 at 6%; with 100% employer match about $23,423 at 4% or $15,615 at 6%.
Jon B. Bishop, M.D. Cash Balance Plan-5$528,639--
Jon B Bishop MD 401K Profit Sharing Plan-0$0$9,369-
202229$1,287,899$88,680$9,853iApproximate average salary by contribution assumption: employee only about $246,333 at 4% or $164,222 at 6%; with 50% employer match about $164,222 at 4% or $109,481 at 6%; with 100% employer match about $123,167 at 4% or $82,111 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-9$857,412$33,680$3,742iApproximate average salary by contribution assumption: employee only about $93,556 at 4% or $62,370 at 6%; with 50% employer match about $62,370 at 4% or $41,580 at 6%; with 100% employer match about $46,778 at 4% or $31,185 at 6%.
Jon B. Bishop, M.D. Cash Balance Plan-5$430,487$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
202129$1,441,704$175,554$19,506iApproximate average salary by contribution assumption: employee only about $487,650 at 4% or $325,100 at 6%; with 50% employer match about $325,100 at 4% or $216,733 at 6%; with 100% employer match about $243,825 at 4% or $162,550 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-9$1,001,612$35,554$3,950iApproximate average salary by contribution assumption: employee only about $98,761 at 4% or $65,841 at 6%; with 50% employer match about $65,841 at 4% or $43,894 at 6%; with 100% employer match about $49,381 at 4% or $32,920 at 6%.
Jon B. Bishop, M.D. Cash Balance Plan-4$440,092$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202029$1,144,953$167,783$18,643iApproximate average salary by contribution assumption: employee only about $466,064 at 4% or $310,709 at 6%; with 50% employer match about $310,709 at 4% or $207,140 at 6%; with 100% employer match about $233,032 at 4% or $155,355 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-9$875,632$37,783$4,198iApproximate average salary by contribution assumption: employee only about $104,953 at 4% or $69,969 at 6%; with 50% employer match about $69,969 at 4% or $46,646 at 6%; with 100% employer match about $52,476 at 4% or $34,984 at 6%.
Jon B. Bishop, M.D. Cash Balance Plan-4$269,321$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201928$846,586$142,054$17,757iApproximate average salary by contribution assumption: employee only about $443,919 at 4% or $295,946 at 6%; with 50% employer match about $295,946 at 4% or $197,297 at 6%; with 100% employer match about $221,959 at 4% or $147,973 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-8$741,586$37,054$4,632iApproximate average salary by contribution assumption: employee only about $115,794 at 4% or $77,196 at 6%; with 50% employer match about $77,196 at 4% or $51,464 at 6%; with 100% employer match about $57,897 at 4% or $38,598 at 6%.
Jon B. Bishop, M.D. Cash Balance Plan-3$105,000$105,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201818$598,885$72,114$9,014iApproximate average salary by contribution assumption: employee only about $225,356 at 4% or $150,238 at 6%; with 50% employer match about $150,238 at 4% or $100,158 at 6%; with 100% employer match about $112,678 at 4% or $75,119 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-8$598,885$72,114$9,014iApproximate average salary by contribution assumption: employee only about $225,356 at 4% or $150,238 at 6%; with 50% employer match about $150,238 at 4% or $100,158 at 6%; with 100% employer match about $112,678 at 4% or $75,119 at 6%.
201717$577,014$67,726$9,675iApproximate average salary by contribution assumption: employee only about $241,879 at 4% or $161,252 at 6%; with 50% employer match about $161,252 at 4% or $107,502 at 6%; with 100% employer match about $120,939 at 4% or $80,626 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-7$577,014$67,726$9,675iApproximate average salary by contribution assumption: employee only about $241,879 at 4% or $161,252 at 6%; with 50% employer match about $161,252 at 4% or $107,502 at 6%; with 100% employer match about $120,939 at 4% or $80,626 at 6%.
201617$429,682$46,597$6,657iApproximate average salary by contribution assumption: employee only about $166,418 at 4% or $110,945 at 6%; with 50% employer match about $110,945 at 4% or $73,963 at 6%; with 100% employer match about $83,209 at 4% or $55,473 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-7$429,682$46,597$6,657iApproximate average salary by contribution assumption: employee only about $166,418 at 4% or $110,945 at 6%; with 50% employer match about $110,945 at 4% or $73,963 at 6%; with 100% employer match about $83,209 at 4% or $55,473 at 6%.
201518$445,881$63,936$7,992iApproximate average salary by contribution assumption: employee only about $199,800 at 4% or $133,200 at 6%; with 50% employer match about $133,200 at 4% or $88,800 at 6%; with 100% employer match about $99,900 at 4% or $66,600 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-8$445,881$63,936$7,992iApproximate average salary by contribution assumption: employee only about $199,800 at 4% or $133,200 at 6%; with 50% employer match about $133,200 at 4% or $88,800 at 6%; with 100% employer match about $99,900 at 4% or $66,600 at 6%.
201417$393,308$14,068$2,010iApproximate average salary by contribution assumption: employee only about $50,243 at 4% or $33,495 at 6%; with 50% employer match about $33,495 at 4% or $22,330 at 6%; with 100% employer match about $25,121 at 4% or $16,748 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-7$393,308$14,068$2,010iApproximate average salary by contribution assumption: employee only about $50,243 at 4% or $33,495 at 6%; with 50% employer match about $33,495 at 4% or $22,330 at 6%; with 100% employer match about $25,121 at 4% or $16,748 at 6%.
201316$426,965$68,994$11,499iApproximate average salary by contribution assumption: employee only about $287,475 at 4% or $191,650 at 6%; with 50% employer match about $191,650 at 4% or $127,767 at 6%; with 100% employer match about $143,738 at 4% or $95,825 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-6$426,965$68,994$11,499iApproximate average salary by contribution assumption: employee only about $287,475 at 4% or $191,650 at 6%; with 50% employer match about $191,650 at 4% or $127,767 at 6%; with 100% employer match about $143,738 at 4% or $95,825 at 6%.
201215$997,093$68,542$13,708iApproximate average salary by contribution assumption: employee only about $342,710 at 4% or $228,473 at 6%; with 50% employer match about $228,473 at 4% or $152,316 at 6%; with 100% employer match about $171,355 at 4% or $114,237 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-5$997,093$68,542$13,708iApproximate average salary by contribution assumption: employee only about $342,710 at 4% or $228,473 at 6%; with 50% employer match about $228,473 at 4% or $152,316 at 6%; with 100% employer match about $171,355 at 4% or $114,237 at 6%.
201113$827,967$55,523$18,508iApproximate average salary by contribution assumption: employee only about $462,692 at 4% or $308,461 at 6%; with 50% employer match about $308,461 at 4% or $205,641 at 6%; with 100% employer match about $231,346 at 4% or $154,231 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-3$827,967$55,523$18,508iApproximate average salary by contribution assumption: employee only about $462,692 at 4% or $308,461 at 6%; with 50% employer match about $308,461 at 4% or $205,641 at 6%; with 100% employer match about $231,346 at 4% or $154,231 at 6%.
201014$816,193$70,154$17,539iApproximate average salary by contribution assumption: employee only about $438,463 at 4% or $292,308 at 6%; with 50% employer match about $292,308 at 4% or $194,872 at 6%; with 100% employer match about $219,231 at 4% or $146,154 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-4$816,193$70,154$17,539iApproximate average salary by contribution assumption: employee only about $438,463 at 4% or $292,308 at 6%; with 50% employer match about $292,308 at 4% or $194,872 at 6%; with 100% employer match about $219,231 at 4% or $146,154 at 6%.
200914$665,201$85,176$21,294iApproximate average salary by contribution assumption: employee only about $532,350 at 4% or $354,900 at 6%; with 50% employer match about $354,900 at 4% or $236,600 at 6%; with 100% employer match about $266,175 at 4% or $177,450 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-4$665,201$85,176$21,294iApproximate average salary by contribution assumption: employee only about $532,350 at 4% or $354,900 at 6%; with 50% employer match about $354,900 at 4% or $236,600 at 6%; with 100% employer match about $266,175 at 4% or $177,450 at 6%.
200815$443,363$72,923$14,585iApproximate average salary by contribution assumption: employee only about $364,615 at 4% or $243,077 at 6%; with 50% employer match about $243,077 at 4% or $162,051 at 6%; with 100% employer match about $182,308 at 4% or $121,538 at 6%.
Jon B Bishop MD 401K Profit Sharing Plan-5$443,363$72,923$14,585iApproximate average salary by contribution assumption: employee only about $364,615 at 4% or $243,077 at 6%; with 50% employer match about $243,077 at 4% or $162,051 at 6%; with 100% employer match about $182,308 at 4% or $121,538 at 6%.
200714$0$0-
Jon B Bishop MD 401K Profit Sharing Plan-4---
200614$0$0-
Jon B Bishop MD 401K Profit Sharing Plan-4---