MID-Valley Ent & Allergy PC.
Plan context: MID-Valley Ent & Allergy PC. Pension Plan
EIN 73-1586939 • Albany, OR • 39 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$4,171,880
2024 Contributions
$96,475
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 31 | $4,171,880 | $96,475 | $3,112iApproximate average salary by contribution assumption: employee only about $77,802 at 4% or $51,868 at 6%; with 50% employer match about $51,868 at 4% or $34,579 at 6%; with 100% employer match about $38,901 at 4% or $25,934 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 31 | $3,947,317 | $77,681 | $2,506iApproximate average salary by contribution assumption: employee only about $62,646 at 4% or $41,764 at 6%; with 50% employer match about $41,764 at 4% or $27,843 at 6%; with 100% employer match about $31,323 at 4% or $20,882 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 21 | $224,563 | $18,794 | $895iApproximate average salary by contribution assumption: employee only about $22,374 at 4% or $14,916 at 6%; with 50% employer match about $14,916 at 4% or $9,944 at 6%; with 100% employer match about $11,187 at 4% or $7,458 at 6%. |
| 2023 | 2 | 26 | $3,948,596 | $82,381 | $3,169iApproximate average salary by contribution assumption: employee only about $79,213 at 4% or $52,808 at 6%; with 50% employer match about $52,808 at 4% or $35,206 at 6%; with 100% employer match about $39,606 at 4% or $26,404 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 26 | $3,750,475 | $58,387 | $2,246iApproximate average salary by contribution assumption: employee only about $56,141 at 4% or $37,428 at 6%; with 50% employer match about $37,428 at 4% or $24,952 at 6%; with 100% employer match about $28,071 at 4% or $18,714 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 17 | $198,121 | $23,994 | $1,411iApproximate average salary by contribution assumption: employee only about $35,285 at 4% or $23,524 at 6%; with 50% employer match about $23,524 at 4% or $15,682 at 6%; with 100% employer match about $17,643 at 4% or $11,762 at 6%. |
| 2022 | 2 | 24 | $3,618,465 | $417,773 | $17,407iApproximate average salary by contribution assumption: employee only about $435,180 at 4% or $290,120 at 6%; with 50% employer match about $290,120 at 4% or $193,413 at 6%; with 100% employer match about $217,590 at 4% or $145,060 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 24 | $3,457,347 | $400,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 14 | $161,118 | $17,773 | $1,270iApproximate average salary by contribution assumption: employee only about $31,738 at 4% or $21,158 at 6%; with 50% employer match about $21,158 at 4% or $14,106 at 6%; with 100% employer match about $15,869 at 4% or $10,579 at 6%. |
| 2021 | 2 | 22 | $3,248,939 | $565,056 | $25,684iApproximate average salary by contribution assumption: employee only about $642,109 at 4% or $428,073 at 6%; with 50% employer match about $428,073 at 4% or $285,382 at 6%; with 100% employer match about $321,055 at 4% or $214,036 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 22 | $3,091,025 | $553,556 | $25,162iApproximate average salary by contribution assumption: employee only about $629,041 at 4% or $419,361 at 6%; with 50% employer match about $419,361 at 4% or $279,574 at 6%; with 100% employer match about $314,520 at 4% or $209,680 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 10 | $157,914 | $11,500 | $1,150iApproximate average salary by contribution assumption: employee only about $28,750 at 4% or $19,167 at 6%; with 50% employer match about $19,167 at 4% or $12,778 at 6%; with 100% employer match about $14,375 at 4% or $9,583 at 6%. |
| 2020 | 2 | 19 | $2,601,970 | $712,602 | $37,505iApproximate average salary by contribution assumption: employee only about $937,634 at 4% or $625,089 at 6%; with 50% employer match about $625,089 at 4% or $416,726 at 6%; with 100% employer match about $468,817 at 4% or $312,545 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 19 | $2,472,166 | $700,000 | $36,842iApproximate average salary by contribution assumption: employee only about $921,053 at 4% or $614,035 at 6%; with 50% employer match about $614,035 at 4% or $409,357 at 6%; with 100% employer match about $460,526 at 4% or $307,018 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 14 | $129,804 | $12,602 | $900iApproximate average salary by contribution assumption: employee only about $22,504 at 4% or $15,002 at 6%; with 50% employer match about $15,002 at 4% or $10,002 at 6%; with 100% employer match about $11,252 at 4% or $7,501 at 6%. |
| 2019 | 2 | 21 | $1,892,979 | $540,250 | $25,726iApproximate average salary by contribution assumption: employee only about $643,155 at 4% or $428,770 at 6%; with 50% employer match about $428,770 at 4% or $285,847 at 6%; with 100% employer match about $321,577 at 4% or $214,385 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 17 | $1,772,715 | $500,000 | $29,412iApproximate average salary by contribution assumption: employee only about $735,294 at 4% or $490,196 at 6%; with 50% employer match about $490,196 at 4% or $326,797 at 6%; with 100% employer match about $367,647 at 4% or $245,098 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 21 | $120,264 | $40,250 | $1,917iApproximate average salary by contribution assumption: employee only about $47,917 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%. |
| 2018 | 2 | 20 | $1,353,590 | $212,981 | $10,649iApproximate average salary by contribution assumption: employee only about $266,226 at 4% or $177,484 at 6%; with 50% employer match about $177,484 at 4% or $118,323 at 6%; with 100% employer match about $133,113 at 4% or $88,742 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 15 | $1,264,399 | $206,127 | $13,742iApproximate average salary by contribution assumption: employee only about $343,545 at 4% or $229,030 at 6%; with 50% employer match about $229,030 at 4% or $152,687 at 6%; with 100% employer match about $171,773 at 4% or $114,515 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 20 | $89,191 | $6,854 | $343iApproximate average salary by contribution assumption: employee only about $8,568 at 4% or $5,712 at 6%; with 50% employer match about $5,712 at 4% or $3,808 at 6%; with 100% employer match about $4,284 at 4% or $2,856 at 6%. |
| 2017 | 2 | 18 | $1,134,344 | $283,535 | $15,752iApproximate average salary by contribution assumption: employee only about $393,799 at 4% or $262,532 at 6%; with 50% employer match about $262,532 at 4% or $175,022 at 6%; with 100% employer match about $196,899 at 4% or $131,266 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 14 | $1,052,048 | $270,000 | $19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 18 | $82,296 | $13,535 | $752iApproximate average salary by contribution assumption: employee only about $18,799 at 4% or $12,532 at 6%; with 50% employer match about $12,532 at 4% or $8,355 at 6%; with 100% employer match about $9,399 at 4% or $6,266 at 6%. |
| 2016 | 2 | 15 | $857,744 | $276,069 | $18,405iApproximate average salary by contribution assumption: employee only about $460,115 at 4% or $306,743 at 6%; with 50% employer match about $306,743 at 4% or $204,496 at 6%; with 100% employer match about $230,057 at 4% or $153,372 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 12 | $789,024 | $250,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 15 | $68,720 | $26,069 | $1,738iApproximate average salary by contribution assumption: employee only about $43,448 at 4% or $28,966 at 6%; with 50% employer match about $28,966 at 4% or $19,310 at 6%; with 100% employer match about $21,724 at 4% or $14,483 at 6%. |
| 2015 | 2 | 9 | $581,656 | $300,783 | $33,420iApproximate average salary by contribution assumption: employee only about $835,508 at 4% or $557,006 at 6%; with 50% employer match about $557,006 at 4% or $371,337 at 6%; with 100% employer match about $417,754 at 4% or $278,503 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 7 | $539,007 | $275,000 | $39,286iApproximate average salary by contribution assumption: employee only about $982,143 at 4% or $654,762 at 6%; with 50% employer match about $654,762 at 4% or $436,508 at 6%; with 100% employer match about $491,071 at 4% or $327,381 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 9 | $42,649 | $25,783 | $2,865iApproximate average salary by contribution assumption: employee only about $71,619 at 4% or $47,746 at 6%; with 50% employer match about $47,746 at 4% or $31,831 at 6%; with 100% employer match about $35,810 at 4% or $23,873 at 6%. |
| 2014 | 2 | 5 | $280,865 | $280,865 | $56,173iApproximate average salary by contribution assumption: employee only about $1,404,325 at 4% or $936,217 at 6%; with 50% employer match about $936,217 at 4% or $624,144 at 6%; with 100% employer match about $702,163 at 4% or $468,108 at 6%. |
| MID-Valley Ent & Allergy PC. Pension Plan | - | 5 | $264,000 | $264,000 | $52,800iApproximate average salary by contribution assumption: employee only about $1,320,000 at 4% or $880,000 at 6%; with 50% employer match about $880,000 at 4% or $586,667 at 6%; with 100% employer match about $660,000 at 4% or $440,000 at 6%. |
| MID-Valley Ent & Allergy PC. 401(K) Plan | - | 5 | $16,865 | $16,865 | $3,373iApproximate average salary by contribution assumption: employee only about $84,325 at 4% or $56,217 at 6%; with 50% employer match about $56,217 at 4% or $37,478 at 6%; with 100% employer match about $42,163 at 4% or $28,108 at 6%. |
| 2013 | 1 | 0 | $0 | $0 | - |
| MID VALLEY ENT AND ALLERGY, INC. PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2012 | 2 | 5 | $511,074 | $45,586 | $9,117iApproximate average salary by contribution assumption: employee only about $227,930 at 4% or $151,953 at 6%; with 50% employer match about $151,953 at 4% or $101,302 at 6%; with 100% employer match about $113,965 at 4% or $75,977 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PENSION PLAN & TRUST | - | 2 | $497,200 | $35,500 | $17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PROFIT SHARING PLAN & TRUST | - | 5 | $13,874 | $10,086 | $2,017iApproximate average salary by contribution assumption: employee only about $50,430 at 4% or $33,620 at 6%; with 50% employer match about $33,620 at 4% or $22,413 at 6%; with 100% employer match about $25,215 at 4% or $16,810 at 6%. |
| 2011 | 3 | 7 | $768,959 | $287,565 | $41,081iApproximate average salary by contribution assumption: employee only about $1,027,018 at 4% or $684,679 at 6%; with 50% employer match about $684,679 at 4% or $456,452 at 6%; with 100% employer match about $513,509 at 4% or $342,339 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PENSION PLAN & TRUST | - | 2 | $453,798 | $220,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PROFIT SHARING PLAN & TRUST | - | 7 | $315,161 | $67,565 | $9,652iApproximate average salary by contribution assumption: employee only about $241,304 at 4% or $160,869 at 6%; with 50% employer match about $160,869 at 4% or $107,246 at 6%; with 100% employer match about $120,652 at 4% or $80,435 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2010 | 3 | 6 | $550,990 | $146,971 | $24,495iApproximate average salary by contribution assumption: employee only about $612,379 at 4% or $408,253 at 6%; with 50% employer match about $408,253 at 4% or $272,169 at 6%; with 100% employer match about $306,190 at 4% or $204,126 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $271,652 | $0 | - |
| MID VALLEY ENT AND ALLERGY, INC. PENSION PLAN & TRUST | - | 2 | $229,894 | $120,739 | $60,370iApproximate average salary by contribution assumption: employee only about $1,509,238 at 4% or $1,006,158 at 6%; with 50% employer match about $1,006,158 at 4% or $670,772 at 6%; with 100% employer match about $754,619 at 4% or $503,079 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PROFIT SHARING PLAN & TRUST | - | 6 | $49,444 | $26,232 | $4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%. |
| 2009 | 3 | 8 | $418,969 | $224,238 | $28,030iApproximate average salary by contribution assumption: employee only about $700,744 at 4% or $467,163 at 6%; with 50% employer match about $467,163 at 4% or $311,442 at 6%; with 100% employer match about $350,372 at 4% or $233,581 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $283,877 | $89,146 | $22,287iApproximate average salary by contribution assumption: employee only about $557,163 at 4% or $371,442 at 6%; with 50% employer match about $371,442 at 4% or $247,628 at 6%; with 100% employer match about $278,581 at 4% or $185,721 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PENSION PLAN & TRUST | - | 8 | $109,151 | $109,151 | $13,644iApproximate average salary by contribution assumption: employee only about $341,097 at 4% or $227,398 at 6%; with 50% employer match about $227,398 at 4% or $151,599 at 6%; with 100% employer match about $170,548 at 4% or $113,699 at 6%. |
| MID VALLEY ENT AND ALLERGY, INC. PROFIT SHARING PLAN & TRUST | - | 8 | $25,941 | $25,941 | $3,243iApproximate average salary by contribution assumption: employee only about $81,066 at 4% or $54,044 at 6%; with 50% employer match about $54,044 at 4% or $36,029 at 6%; with 100% employer match about $40,533 at 4% or $27,022 at 6%. |
| 2008 | 1 | 5 | $235,321 | $70,637 | $14,127iApproximate average salary by contribution assumption: employee only about $353,185 at 4% or $235,457 at 6%; with 50% employer match about $235,457 at 4% or $156,971 at 6%; with 100% employer match about $176,593 at 4% or $117,728 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | - | 5 | $235,321 | $70,637 | $14,127iApproximate average salary by contribution assumption: employee only about $353,185 at 4% or $235,457 at 6%; with 50% employer match about $235,457 at 4% or $156,971 at 6%; with 100% employer match about $176,593 at 4% or $117,728 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| 2006 | 1 | 2 | $208,226 | $70,774 | $35,387iApproximate average salary by contribution assumption: employee only about $884,675 at 4% or $589,783 at 6%; with 50% employer match about $589,783 at 4% or $393,189 at 6%; with 100% employer match about $442,338 at 4% or $294,892 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | - | 2 | $208,226 | $70,774 | $35,387iApproximate average salary by contribution assumption: employee only about $884,675 at 4% or $589,783 at 6%; with 50% employer match about $589,783 at 4% or $393,189 at 6%; with 100% employer match about $442,338 at 4% or $294,892 at 6%. |
| 2005 | 1 | 2 | $122,725 | $63,356 | $31,678iApproximate average salary by contribution assumption: employee only about $791,950 at 4% or $527,967 at 6%; with 50% employer match about $527,967 at 4% or $351,978 at 6%; with 100% employer match about $395,975 at 4% or $263,983 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | - | 2 | $122,725 | $63,356 | $31,678iApproximate average salary by contribution assumption: employee only about $791,950 at 4% or $527,967 at 6%; with 50% employer match about $527,967 at 4% or $351,978 at 6%; with 100% employer match about $395,975 at 4% or $263,983 at 6%. |
| 2004 | 1 | 4 | $55,435 | $54,425 | $13,606iApproximate average salary by contribution assumption: employee only about $340,156 at 4% or $226,771 at 6%; with 50% employer match about $226,771 at 4% or $151,181 at 6%; with 100% employer match about $170,078 at 4% or $113,385 at 6%. |
| MARK S. ROBERTSON, P.C. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | - | 4 | $55,435 | $54,425 | $13,606iApproximate average salary by contribution assumption: employee only about $340,156 at 4% or $226,771 at 6%; with 50% employer match about $226,771 at 4% or $151,181 at 6%; with 100% employer match about $170,078 at 4% or $113,385 at 6%. |