Civic Intelligence

Joseph W. Mccoy, M.D.

Plan context: JOSEPH W. MCCOY 401(K) PROFIT SHARING PLAN

EIN 68-0186564 • Napa, CA • 8 filings • 2 plans

1100 Trancas St., Suite 204Napa, CA 94558
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$247,946

2024 Contributions

$74,512

Historical Graphs

Total Assets Over Time

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

$247,946$123,973$0199920222024YearValue
$247,946Latest year 2024

Participants Over Time

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

210199920212024YearValue
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
202412$247,946$74,512$37,256iApproximate average salary by contribution assumption: employee only about $931,400 at 4% or $620,933 at 6%; with 50% employer match about $620,933 at 4% or $413,956 at 6%; with 100% employer match about $465,700 at 4% or $310,467 at 6%.
JOSEPH W. MCCOY 401(K) PROFIT SHARING PLAN-2$247,946$74,512$37,256iApproximate average salary by contribution assumption: employee only about $931,400 at 4% or $620,933 at 6%; with 50% employer match about $620,933 at 4% or $413,956 at 6%; with 100% employer match about $465,700 at 4% or $310,467 at 6%.
202312$160,167$77,100$38,550iApproximate average salary by contribution assumption: employee only about $963,750 at 4% or $642,500 at 6%; with 50% employer match about $642,500 at 4% or $428,333 at 6%; with 100% employer match about $481,875 at 4% or $321,250 at 6%.
JOSEPH W. MCCOY 401(K) PROFIT SHARING PLAN-2$160,167$77,100$38,550iApproximate average salary by contribution assumption: employee only about $963,750 at 4% or $642,500 at 6%; with 50% employer match about $642,500 at 4% or $428,333 at 6%; with 100% employer match about $481,875 at 4% or $321,250 at 6%.
202212$73,407$71,100$35,550iApproximate average salary by contribution assumption: employee only about $888,750 at 4% or $592,500 at 6%; with 50% employer match about $592,500 at 4% or $395,000 at 6%; with 100% employer match about $444,375 at 4% or $296,250 at 6%.
JOSEPH W. MCCOY 401(K) PROFIT SHARING PLAN-2$73,407$71,100$35,550iApproximate average salary by contribution assumption: employee only about $888,750 at 4% or $592,500 at 6%; with 50% employer match about $592,500 at 4% or $395,000 at 6%; with 100% employer match about $444,375 at 4% or $296,250 at 6%.
202111$3,600$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
JOSEPH W. MCCOY 401(K) PROFIT SHARING PLAN-1$3,600$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
200210$0$0-
Joseph W. Mccoy, M.D. Profit Sharing Keogh Plan-0---
200111$0$0-
Joseph W. Mccoy, M.D. Profit Sharing Keogh Plan-1---
200011$0$0-
Joseph W. Mccoy, M.D. Profit Sharing Keogh Plan-1---
199911$130,574$21,090$21,090iApproximate average salary by contribution assumption: employee only about $527,250 at 4% or $351,500 at 6%; with 50% employer match about $351,500 at 4% or $234,333 at 6%; with 100% employer match about $263,625 at 4% or $175,750 at 6%.
Joseph W. Mccoy, M.D. Profit Sharing Keogh Plan-1$130,574$21,090$21,090iApproximate average salary by contribution assumption: employee only about $527,250 at 4% or $351,500 at 6%; with 50% employer match about $351,500 at 4% or $234,333 at 6%; with 100% employer match about $263,625 at 4% or $175,750 at 6%.