Jon F. Dietlein, M.D., P.A.
Plan context: Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan
EIN 74-2985984 • Georgetown, TX • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$3,958,010
2024 Contributions
$230,080
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 | 1 | 19 | $3,958,010 | $230,080 | $12,109iApproximate average salary by contribution assumption: employee only about $302,737 at 4% or $201,825 at 6%; with 50% employer match about $201,825 at 4% or $134,550 at 6%; with 100% employer match about $151,368 at 4% or $100,912 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 19 | $3,958,010 | $230,080 | $12,109iApproximate average salary by contribution assumption: employee only about $302,737 at 4% or $201,825 at 6%; with 50% employer match about $201,825 at 4% or $134,550 at 6%; with 100% employer match about $151,368 at 4% or $100,912 at 6%. |
| 2023 | 1 | 19 | $3,486,978 | $224,480 | $11,815iApproximate average salary by contribution assumption: employee only about $295,368 at 4% or $196,912 at 6%; with 50% employer match about $196,912 at 4% or $131,275 at 6%; with 100% employer match about $147,684 at 4% or $98,456 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 19 | $3,486,978 | $224,480 | $11,815iApproximate average salary by contribution assumption: employee only about $295,368 at 4% or $196,912 at 6%; with 50% employer match about $196,912 at 4% or $131,275 at 6%; with 100% employer match about $147,684 at 4% or $98,456 at 6%. |
| 2022 | 1 | 16 | $2,991,596 | $285,268 | $17,829iApproximate average salary by contribution assumption: employee only about $445,731 at 4% or $297,154 at 6%; with 50% employer match about $297,154 at 4% or $198,103 at 6%; with 100% employer match about $222,866 at 4% or $148,577 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 16 | $2,991,596 | $285,268 | $17,829iApproximate average salary by contribution assumption: employee only about $445,731 at 4% or $297,154 at 6%; with 50% employer match about $297,154 at 4% or $198,103 at 6%; with 100% employer match about $222,866 at 4% or $148,577 at 6%. |
| 2021 | 2 | 17 | $2,991,831 | $202,224 | $11,896iApproximate average salary by contribution assumption: employee only about $297,388 at 4% or $198,259 at 6%; with 50% employer match about $198,259 at 4% or $132,173 at 6%; with 100% employer match about $148,694 at 4% or $99,129 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 17 | $2,991,831 | $202,224 | $11,896iApproximate average salary by contribution assumption: employee only about $297,388 at 4% or $198,259 at 6%; with 50% employer match about $198,259 at 4% or $132,173 at 6%; with 100% employer match about $148,694 at 4% or $99,129 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2020 | 2 | 23 | $4,521,346 | $153,024 | $6,653iApproximate average salary by contribution assumption: employee only about $166,330 at 4% or $110,887 at 6%; with 50% employer match about $110,887 at 4% or $73,925 at 6%; with 100% employer match about $83,165 at 4% or $55,443 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 21 | $2,800,991 | $153,024 | $7,287iApproximate average salary by contribution assumption: employee only about $182,171 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,965 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 23 | $1,720,355 | $0 | - |
| 2019 | 2 | 23 | $4,365,048 | $249,452 | $10,846iApproximate average salary by contribution assumption: employee only about $271,143 at 4% or $180,762 at 6%; with 50% employer match about $180,762 at 4% or $120,508 at 6%; with 100% employer match about $135,572 at 4% or $90,381 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 23 | $2,608,810 | $159,452 | $6,933iApproximate average salary by contribution assumption: employee only about $173,317 at 4% or $115,545 at 6%; with 50% employer match about $115,545 at 4% or $77,030 at 6%; with 100% employer match about $86,659 at 4% or $57,772 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 21 | $1,756,238 | $90,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 2018 | 2 | 22 | $3,594,277 | $339,796 | $15,445iApproximate average salary by contribution assumption: employee only about $386,132 at 4% or $257,421 at 6%; with 50% employer match about $257,421 at 4% or $171,614 at 6%; with 100% employer match about $193,066 at 4% or $128,711 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 22 | $2,101,703 | $139,796 | $6,354iApproximate average salary by contribution assumption: employee only about $158,859 at 4% or $105,906 at 6%; with 50% employer match about $105,906 at 4% or $70,604 at 6%; with 100% employer match about $79,430 at 4% or $52,953 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 21 | $1,492,574 | $200,000 | $9,524iApproximate average salary by contribution assumption: employee only about $238,095 at 4% or $158,730 at 6%; with 50% employer match about $158,730 at 4% or $105,820 at 6%; with 100% employer match about $119,048 at 4% or $79,365 at 6%. |
| 2017 | 2 | 22 | $3,463,052 | $374,191 | $17,009iApproximate average salary by contribution assumption: employee only about $425,217 at 4% or $283,478 at 6%; with 50% employer match about $283,478 at 4% or $188,985 at 6%; with 100% employer match about $212,609 at 4% or $141,739 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 22 | $2,108,378 | $139,191 | $6,327iApproximate average salary by contribution assumption: employee only about $158,172 at 4% or $105,448 at 6%; with 50% employer match about $105,448 at 4% or $70,298 at 6%; with 100% employer match about $79,086 at 4% or $52,724 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 19 | $1,354,674 | $235,000 | $12,368iApproximate average salary by contribution assumption: employee only about $309,211 at 4% or $206,140 at 6%; with 50% employer match about $206,140 at 4% or $137,427 at 6%; with 100% employer match about $154,605 at 4% or $103,070 at 6%. |
| 2016 | 2 | 20 | $2,780,452 | $327,555 | $16,378iApproximate average salary by contribution assumption: employee only about $409,444 at 4% or $272,963 at 6%; with 50% employer match about $272,963 at 4% or $181,975 at 6%; with 100% employer match about $204,722 at 4% or $136,481 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 20 | $1,740,774 | $143,866 | $7,193iApproximate average salary by contribution assumption: employee only about $179,833 at 4% or $119,888 at 6%; with 50% employer match about $119,888 at 4% or $79,926 at 6%; with 100% employer match about $89,916 at 4% or $59,944 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 19 | $1,039,678 | $183,689 | $9,668iApproximate average salary by contribution assumption: employee only about $241,696 at 4% or $161,131 at 6%; with 50% employer match about $161,131 at 4% or $107,420 at 6%; with 100% employer match about $120,848 at 4% or $80,565 at 6%. |
| 2015 | 2 | 18 | $2,324,789 | $325,418 | $18,079iApproximate average salary by contribution assumption: employee only about $451,969 at 4% or $301,313 at 6%; with 50% employer match about $301,313 at 4% or $200,875 at 6%; with 100% employer match about $225,985 at 4% or $150,656 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 18 | $1,502,504 | $141,639 | $7,869iApproximate average salary by contribution assumption: employee only about $196,721 at 4% or $131,147 at 6%; with 50% employer match about $131,147 at 4% or $87,431 at 6%; with 100% employer match about $98,360 at 4% or $65,574 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 18 | $822,285 | $183,779 | $10,210iApproximate average salary by contribution assumption: employee only about $255,249 at 4% or $170,166 at 6%; with 50% employer match about $170,166 at 4% or $113,444 at 6%; with 100% employer match about $127,624 at 4% or $85,083 at 6%. |
| 2014 | 2 | 16 | $2,038,452 | $256,060 | $16,004iApproximate average salary by contribution assumption: employee only about $400,094 at 4% or $266,729 at 6%; with 50% employer match about $266,729 at 4% or $177,819 at 6%; with 100% employer match about $200,047 at 4% or $133,365 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 16 | $1,390,464 | $132,060 | $8,254iApproximate average salary by contribution assumption: employee only about $206,344 at 4% or $137,563 at 6%; with 50% employer match about $137,563 at 4% or $91,708 at 6%; with 100% employer match about $103,172 at 4% or $68,781 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 16 | $647,988 | $124,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2013 | 2 | 17 | $1,761,285 | $229,445 | $13,497iApproximate average salary by contribution assumption: employee only about $337,419 at 4% or $224,946 at 6%; with 50% employer match about $224,946 at 4% or $149,964 at 6%; with 100% employer match about $168,710 at 4% or $112,473 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 16 | $1,247,144 | $99,445 | $6,215iApproximate average salary by contribution assumption: employee only about $155,383 at 4% or $103,589 at 6%; with 50% employer match about $103,589 at 4% or $69,059 at 6%; with 100% employer match about $77,691 at 4% or $51,794 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 17 | $514,141 | $130,000 | $7,647iApproximate average salary by contribution assumption: employee only about $191,176 at 4% or $127,451 at 6%; with 50% employer match about $127,451 at 4% or $84,967 at 6%; with 100% employer match about $95,588 at 4% or $63,725 at 6%. |
| 2012 | 2 | 14 | $1,334,823 | $241,702 | $17,264iApproximate average salary by contribution assumption: employee only about $431,611 at 4% or $287,740 at 6%; with 50% employer match about $287,740 at 4% or $191,827 at 6%; with 100% employer match about $215,805 at 4% or $143,870 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 14 | $975,533 | $108,775 | $7,770iApproximate average salary by contribution assumption: employee only about $194,241 at 4% or $129,494 at 6%; with 50% employer match about $129,494 at 4% or $86,329 at 6%; with 100% employer match about $97,121 at 4% or $64,747 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 14 | $359,290 | $132,927 | $9,495iApproximate average salary by contribution assumption: employee only about $237,370 at 4% or $158,246 at 6%; with 50% employer match about $158,246 at 4% or $105,498 at 6%; with 100% employer match about $118,685 at 4% or $79,123 at 6%. |
| 2011 | 2 | 15 | $973,463 | $224,625 | $14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 15 | $758,699 | $120,038 | $8,003iApproximate average salary by contribution assumption: employee only about $200,063 at 4% or $133,376 at 6%; with 50% employer match about $133,376 at 4% or $88,917 at 6%; with 100% employer match about $100,032 at 4% or $66,688 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 15 | $214,764 | $104,587 | $6,972iApproximate average salary by contribution assumption: employee only about $174,312 at 4% or $116,208 at 6%; with 50% employer match about $116,208 at 4% or $77,472 at 6%; with 100% employer match about $87,156 at 4% or $58,104 at 6%. |
| 2010 | 2 | 15 | $818,291 | $222,813 | $14,854iApproximate average salary by contribution assumption: employee only about $371,355 at 4% or $247,570 at 6%; with 50% employer match about $247,570 at 4% or $165,047 at 6%; with 100% employer match about $185,678 at 4% or $123,785 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 15 | $704,846 | $109,836 | $7,322iApproximate average salary by contribution assumption: employee only about $183,060 at 4% or $122,040 at 6%; with 50% employer match about $122,040 at 4% or $81,360 at 6%; with 100% employer match about $91,530 at 4% or $61,020 at 6%. |
| JON F. DIETLEIN, M.D., P.A. CASH BALANCE PLAN | - | 15 | $113,445 | $112,977 | $7,532iApproximate average salary by contribution assumption: employee only about $188,295 at 4% or $125,530 at 6%; with 50% employer match about $125,530 at 4% or $83,687 at 6%; with 100% employer match about $94,148 at 4% or $62,765 at 6%. |
| 2009 | 1 | 13 | $515,382 | $100,756 | $7,750iApproximate average salary by contribution assumption: employee only about $193,762 at 4% or $129,174 at 6%; with 50% employer match about $129,174 at 4% or $86,116 at 6%; with 100% employer match about $96,881 at 4% or $64,587 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 13 | $515,382 | $100,756 | $7,750iApproximate average salary by contribution assumption: employee only about $193,762 at 4% or $129,174 at 6%; with 50% employer match about $129,174 at 4% or $86,116 at 6%; with 100% employer match about $96,881 at 4% or $64,587 at 6%. |
| 2008 | 1 | 12 | $316,440 | $90,006 | $7,501iApproximate average salary by contribution assumption: employee only about $187,513 at 4% or $125,008 at 6%; with 50% employer match about $125,008 at 4% or $83,339 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 12 | $316,440 | $90,006 | $7,501iApproximate average salary by contribution assumption: employee only about $187,513 at 4% or $125,008 at 6%; with 50% employer match about $125,008 at 4% or $83,339 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%. |
| 2007 | 1 | 8 | $418,930 | $78,293 | $9,787iApproximate average salary by contribution assumption: employee only about $244,666 at 4% or $163,110 at 6%; with 50% employer match about $163,110 at 4% or $108,740 at 6%; with 100% employer match about $122,333 at 4% or $81,555 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 8 | $418,930 | $78,293 | $9,787iApproximate average salary by contribution assumption: employee only about $244,666 at 4% or $163,110 at 6%; with 50% employer match about $163,110 at 4% or $108,740 at 6%; with 100% employer match about $122,333 at 4% or $81,555 at 6%. |
| 2006 | 1 | 8 | $331,363 | $70,104 | $8,763iApproximate average salary by contribution assumption: employee only about $219,075 at 4% or $146,050 at 6%; with 50% employer match about $146,050 at 4% or $97,367 at 6%; with 100% employer match about $109,538 at 4% or $73,025 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 8 | $331,363 | $70,104 | $8,763iApproximate average salary by contribution assumption: employee only about $219,075 at 4% or $146,050 at 6%; with 50% employer match about $146,050 at 4% or $97,367 at 6%; with 100% employer match about $109,538 at 4% or $73,025 at 6%. |
| 2005 | 1 | 7 | $212,469 | $72,121 | $10,303iApproximate average salary by contribution assumption: employee only about $257,575 at 4% or $171,717 at 6%; with 50% employer match about $171,717 at 4% or $114,478 at 6%; with 100% employer match about $128,788 at 4% or $85,858 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 7 | $212,469 | $72,121 | $10,303iApproximate average salary by contribution assumption: employee only about $257,575 at 4% or $171,717 at 6%; with 50% employer match about $171,717 at 4% or $114,478 at 6%; with 100% employer match about $128,788 at 4% or $85,858 at 6%. |
| 2004 | 1 | 6 | $121,534 | $60,456 | $10,076iApproximate average salary by contribution assumption: employee only about $251,900 at 4% or $167,933 at 6%; with 50% employer match about $167,933 at 4% or $111,956 at 6%; with 100% employer match about $125,950 at 4% or $83,967 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 6 | $121,534 | $60,456 | $10,076iApproximate average salary by contribution assumption: employee only about $251,900 at 4% or $167,933 at 6%; with 50% employer match about $167,933 at 4% or $111,956 at 6%; with 100% employer match about $125,950 at 4% or $83,967 at 6%. |
| 2003 | 1 | 6 | $49,756 | $49,755 | $8,293iApproximate average salary by contribution assumption: employee only about $207,313 at 4% or $138,208 at 6%; with 50% employer match about $138,208 at 4% or $92,139 at 6%; with 100% employer match about $103,656 at 4% or $69,104 at 6%. |
| Jon F. Dietlein, M.D., P.A. 401(K) Profit Sharing Plan | - | 6 | $49,756 | $49,755 | $8,293iApproximate average salary by contribution assumption: employee only about $207,313 at 4% or $138,208 at 6%; with 50% employer match about $138,208 at 4% or $92,139 at 6%; with 100% employer match about $103,656 at 4% or $69,104 at 6%. |