Civic Intelligence

J.D. Stuart, MD PC

Plan context: J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement

EIN 68-0535740 • Tucson, AZ • 38 filings • 5 plans

4721 East Camp Lowell DriveTucson, AZ 85712
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$2,342,788

2023 Contributions

$12,115

Historical Graphs

Total Assets Over Time

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

$5,463,810$2,731,905$0200320142023YearValue
$2,342,788Latest year 2023

Participants Over Time

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

1050200320132023YearValue
2Latest 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
202322$2,342,788$12,115$6,058iApproximate average salary by contribution assumption: employee only about $151,438 at 4% or $100,958 at 6%; with 50% employer match about $100,958 at 4% or $67,306 at 6%; with 100% employer match about $75,719 at 4% or $50,479 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-2$2,342,788$12,115$6,058iApproximate average salary by contribution assumption: employee only about $151,438 at 4% or $100,958 at 6%; with 50% employer match about $100,958 at 4% or $67,306 at 6%; with 100% employer match about $75,719 at 4% or $50,479 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-0$0$0-
202226$5,256,722$303,008$50,501iApproximate average salary by contribution assumption: employee only about $1,262,533 at 4% or $841,689 at 6%; with 50% employer match about $841,689 at 4% or $561,126 at 6%; with 100% employer match about $631,267 at 4% or $420,844 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-6$2,915,540$255,317$42,553iApproximate average salary by contribution assumption: employee only about $1,063,821 at 4% or $709,214 at 6%; with 50% employer match about $709,214 at 4% or $472,809 at 6%; with 100% employer match about $531,910 at 4% or $354,607 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-3$2,341,182$47,691$15,897iApproximate average salary by contribution assumption: employee only about $397,425 at 4% or $264,950 at 6%; with 50% employer match about $264,950 at 4% or $176,633 at 6%; with 100% employer match about $198,713 at 4% or $132,475 at 6%.
2021210$5,463,810$52,102$5,210iApproximate average salary by contribution assumption: employee only about $130,255 at 4% or $86,837 at 6%; with 50% employer match about $86,837 at 4% or $57,891 at 6%; with 100% employer match about $65,128 at 4% or $43,418 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-9$2,817,587$52,102$5,789iApproximate average salary by contribution assumption: employee only about $144,728 at 4% or $96,485 at 6%; with 50% employer match about $96,485 at 4% or $64,323 at 6%; with 100% employer match about $72,364 at 4% or $48,243 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-10$2,646,223$0-
202028$5,176,810$406,235$50,779iApproximate average salary by contribution assumption: employee only about $1,269,484 at 4% or $846,323 at 6%; with 50% employer match about $846,323 at 4% or $564,215 at 6%; with 100% employer match about $634,742 at 4% or $423,161 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$2,773,978$350,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-7$2,402,832$56,235$8,034iApproximate average salary by contribution assumption: employee only about $200,839 at 4% or $133,893 at 6%; with 50% employer match about $133,893 at 4% or $89,262 at 6%; with 100% employer match about $100,420 at 4% or $66,946 at 6%.
201928$3,471,945$203,610$25,451iApproximate average salary by contribution assumption: employee only about $636,281 at 4% or $424,188 at 6%; with 50% employer match about $424,188 at 4% or $282,792 at 6%; with 100% employer match about $318,141 at 4% or $212,094 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$1,807,455$150,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$1,664,490$53,610$6,701iApproximate average salary by contribution assumption: employee only about $167,531 at 4% or $111,688 at 6%; with 50% employer match about $111,688 at 4% or $74,458 at 6%; with 100% employer match about $83,766 at 4% or $55,844 at 6%.
201829$2,764,842$227,212$25,246iApproximate average salary by contribution assumption: employee only about $631,144 at 4% or $420,763 at 6%; with 50% employer match about $420,763 at 4% or $280,509 at 6%; with 100% employer match about $315,572 at 4% or $210,381 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$1,383,657$199,379$24,922iApproximate average salary by contribution assumption: employee only about $623,059 at 4% or $415,373 at 6%; with 50% employer match about $415,373 at 4% or $276,915 at 6%; with 100% employer match about $311,530 at 4% or $207,686 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-9$1,381,185$27,833$3,093iApproximate average salary by contribution assumption: employee only about $77,314 at 4% or $51,543 at 6%; with 50% employer match about $51,543 at 4% or $34,362 at 6%; with 100% employer match about $38,657 at 4% or $25,771 at 6%.
201726$2,706,789$139,000$23,167iApproximate average salary by contribution assumption: employee only about $579,167 at 4% or $386,111 at 6%; with 50% employer match about $386,111 at 4% or $257,407 at 6%; with 100% employer match about $289,583 at 4% or $193,056 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-6$1,419,452$27,540$4,590iApproximate average salary by contribution assumption: employee only about $114,750 at 4% or $76,500 at 6%; with 50% employer match about $76,500 at 4% or $51,000 at 6%; with 100% employer match about $57,375 at 4% or $38,250 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-6$1,287,337$111,460$18,577iApproximate average salary by contribution assumption: employee only about $464,417 at 4% or $309,611 at 6%; with 50% employer match about $309,611 at 4% or $206,407 at 6%; with 100% employer match about $232,208 at 4% or $154,806 at 6%.
2016210$2,213,315$170,378$17,038iApproximate average salary by contribution assumption: employee only about $425,945 at 4% or $283,963 at 6%; with 50% employer match about $283,963 at 4% or $189,309 at 6%; with 100% employer match about $212,973 at 4% or $141,982 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-4$1,178,668$46,883$11,721iApproximate average salary by contribution assumption: employee only about $293,019 at 4% or $195,346 at 6%; with 50% employer match about $195,346 at 4% or $130,231 at 6%; with 100% employer match about $146,509 at 4% or $97,673 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-10$1,034,647$123,495$12,350iApproximate average salary by contribution assumption: employee only about $308,738 at 4% or $205,825 at 6%; with 50% employer match about $205,825 at 4% or $137,217 at 6%; with 100% employer match about $154,369 at 4% or $102,913 at 6%.
201528$1,917,105$115,065$14,383iApproximate average salary by contribution assumption: employee only about $359,578 at 4% or $239,719 at 6%; with 50% employer match about $239,719 at 4% or $159,813 at 6%; with 100% employer match about $179,789 at 4% or $119,859 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-6$1,036,190$46,504$7,751iApproximate average salary by contribution assumption: employee only about $193,767 at 4% or $129,178 at 6%; with 50% employer match about $129,178 at 4% or $86,119 at 6%; with 100% employer match about $96,883 at 4% or $64,589 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$880,915$68,561$8,570iApproximate average salary by contribution assumption: employee only about $214,253 at 4% or $142,835 at 6%; with 50% employer match about $142,835 at 4% or $95,224 at 6%; with 100% employer match about $107,127 at 4% or $71,418 at 6%.
201428$1,834,771$147,660$18,458iApproximate average salary by contribution assumption: employee only about $461,438 at 4% or $307,625 at 6%; with 50% employer match about $307,625 at 4% or $205,083 at 6%; with 100% employer match about $230,719 at 4% or $153,813 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-5$979,441$47,660$9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$855,330$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201328$1,751,350$96,883$12,110iApproximate average salary by contribution assumption: employee only about $302,759 at 4% or $201,840 at 6%; with 50% employer match about $201,840 at 4% or $134,560 at 6%; with 100% employer match about $151,380 at 4% or $100,920 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-7$981,047$43,101$6,157iApproximate average salary by contribution assumption: employee only about $153,932 at 4% or $102,621 at 6%; with 50% employer match about $102,621 at 4% or $68,414 at 6%; with 100% employer match about $76,966 at 4% or $51,311 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$770,303$53,782$6,723iApproximate average salary by contribution assumption: employee only about $168,069 at 4% or $112,046 at 6%; with 50% employer match about $112,046 at 4% or $74,697 at 6%; with 100% employer match about $84,034 at 4% or $56,023 at 6%.
201229$1,415,450$113,809$12,645iApproximate average salary by contribution assumption: employee only about $316,136 at 4% or $210,757 at 6%; with 50% employer match about $210,757 at 4% or $140,505 at 6%; with 100% employer match about $158,068 at 4% or $105,379 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-7$803,052$45,444$6,492iApproximate average salary by contribution assumption: employee only about $162,300 at 4% or $108,200 at 6%; with 50% employer match about $108,200 at 4% or $72,133 at 6%; with 100% employer match about $81,150 at 4% or $54,100 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-9$612,398$68,365$7,596iApproximate average salary by contribution assumption: employee only about $189,903 at 4% or $126,602 at 6%; with 50% employer match about $126,602 at 4% or $84,401 at 6%; with 100% employer match about $94,951 at 4% or $63,301 at 6%.
201129$1,227,668$163,309$18,145iApproximate average salary by contribution assumption: employee only about $453,636 at 4% or $302,424 at 6%; with 50% employer match about $302,424 at 4% or $201,616 at 6%; with 100% employer match about $226,818 at 4% or $151,212 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$709,000$46,092$5,762iApproximate average salary by contribution assumption: employee only about $144,038 at 4% or $96,025 at 6%; with 50% employer match about $96,025 at 4% or $64,017 at 6%; with 100% employer match about $72,019 at 4% or $48,013 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-9$518,668$117,217$13,024iApproximate average salary by contribution assumption: employee only about $325,603 at 4% or $217,069 at 6%; with 50% employer match about $217,069 at 4% or $144,712 at 6%; with 100% employer match about $162,801 at 4% or $108,534 at 6%.
201028$1,185,627$163,019$20,377iApproximate average salary by contribution assumption: employee only about $509,434 at 4% or $339,623 at 6%; with 50% employer match about $339,623 at 4% or $226,415 at 6%; with 100% employer match about $254,717 at 4% or $169,811 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$766,841$50,985$6,373iApproximate average salary by contribution assumption: employee only about $159,328 at 4% or $106,219 at 6%; with 50% employer match about $106,219 at 4% or $70,813 at 6%; with 100% employer match about $79,664 at 4% or $53,109 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8$418,786$112,034$14,004iApproximate average salary by contribution assumption: employee only about $350,106 at 4% or $233,404 at 6%; with 50% employer match about $233,404 at 4% or $155,603 at 6%; with 100% employer match about $175,053 at 4% or $116,702 at 6%.
200928$930,090$119,524$14,941iApproximate average salary by contribution assumption: employee only about $373,513 at 4% or $249,008 at 6%; with 50% employer match about $249,008 at 4% or $166,006 at 6%; with 100% employer match about $186,756 at 4% or $124,504 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$638,259$41,426$5,178iApproximate average salary by contribution assumption: employee only about $129,456 at 4% or $86,304 at 6%; with 50% employer match about $86,304 at 4% or $57,536 at 6%; with 100% employer match about $64,728 at 4% or $43,152 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-7$291,831$78,098$11,157iApproximate average salary by contribution assumption: employee only about $278,921 at 4% or $185,948 at 6%; with 50% employer match about $185,948 at 4% or $123,965 at 6%; with 100% employer match about $139,461 at 4% or $92,974 at 6%.
200828$827,126$23,038$2,880iApproximate average salary by contribution assumption: employee only about $71,994 at 4% or $47,996 at 6%; with 50% employer match about $47,996 at 4% or $31,997 at 6%; with 100% employer match about $35,997 at 4% or $23,998 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$827,126$23,038$2,880iApproximate average salary by contribution assumption: employee only about $71,994 at 4% or $47,996 at 6%; with 50% employer match about $47,996 at 4% or $31,997 at 6%; with 100% employer match about $35,997 at 4% or $23,998 at 6%.
J.D. Stuart, MD PC Defined Benefit Plan-8---
2007210$0$0-
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8---
J.D. Stuart, MD PC Defined Benefit Plan-10---
200618$1,135,597$76,562$9,570iApproximate average salary by contribution assumption: employee only about $239,256 at 4% or $159,504 at 6%; with 50% employer match about $159,504 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$1,135,597$76,562$9,570iApproximate average salary by contribution assumption: employee only about $239,256 at 4% or $159,504 at 6%; with 50% employer match about $159,504 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
200518$1,028,801$73,552$9,194iApproximate average salary by contribution assumption: employee only about $229,850 at 4% or $153,233 at 6%; with 50% employer match about $153,233 at 4% or $102,156 at 6%; with 100% employer match about $114,925 at 4% or $76,617 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-8$1,028,801$73,552$9,194iApproximate average salary by contribution assumption: employee only about $229,850 at 4% or $153,233 at 6%; with 50% employer match about $153,233 at 4% or $102,156 at 6%; with 100% employer match about $114,925 at 4% or $76,617 at 6%.
200419$813,749$72,882$8,098iApproximate average salary by contribution assumption: employee only about $202,450 at 4% or $134,967 at 6%; with 50% employer match about $134,967 at 4% or $89,978 at 6%; with 100% employer match about $101,225 at 4% or $67,483 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-9$813,749$72,882$8,098iApproximate average salary by contribution assumption: employee only about $202,450 at 4% or $134,967 at 6%; with 50% employer match about $134,967 at 4% or $89,978 at 6%; with 100% employer match about $101,225 at 4% or $67,483 at 6%.
200316$643,834$60,846$10,141iApproximate average salary by contribution assumption: employee only about $253,525 at 4% or $169,017 at 6%; with 50% employer match about $169,017 at 4% or $112,678 at 6%; with 100% employer match about $126,763 at 4% or $84,508 at 6%.
J.D. Stuart, M.D. PC. 401(K) Profit Sharing Plan and Trust Agreement-6$643,834$60,846$10,141iApproximate average salary by contribution assumption: employee only about $253,525 at 4% or $169,017 at 6%; with 50% employer match about $169,017 at 4% or $112,678 at 6%; with 100% employer match about $126,763 at 4% or $84,508 at 6%.