Civic Intelligence

Sergio Tavares, M D

Plan context: Sergio Tavares MD Safe Harbor 401K Plan

EIN 74-3000229 • 21 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,194,751

2022 Contributions

$6,349

Historical Graphs

Total Assets Over Time

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

$1,909,790$954,895$0200220122021YearValue
$1,194,751Latest year 2021

Participants Over Time

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

630200220122021YearValue
3Latest year 2021

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
202210$0$6,349-
Sergio Tavares MD Safe Harbor 401K Plan-0-$6,349-
202113$1,194,751$45,747$15,249iApproximate average salary by contribution assumption: employee only about $381,225 at 4% or $254,150 at 6%; with 50% employer match about $254,150 at 4% or $169,433 at 6%; with 100% employer match about $190,613 at 4% or $127,075 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-3$1,194,751$45,747$15,249iApproximate average salary by contribution assumption: employee only about $381,225 at 4% or $254,150 at 6%; with 50% employer match about $254,150 at 4% or $169,433 at 6%; with 100% employer match about $190,613 at 4% or $127,075 at 6%.
202013$1,669,925$93,158$31,053iApproximate average salary by contribution assumption: employee only about $776,317 at 4% or $517,544 at 6%; with 50% employer match about $517,544 at 4% or $345,030 at 6%; with 100% employer match about $388,158 at 4% or $258,772 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-3$1,669,925$93,158$31,053iApproximate average salary by contribution assumption: employee only about $776,317 at 4% or $517,544 at 6%; with 50% employer match about $517,544 at 4% or $345,030 at 6%; with 100% employer match about $388,158 at 4% or $258,772 at 6%.
201914$1,475,022$84,677$21,169iApproximate average salary by contribution assumption: employee only about $529,231 at 4% or $352,821 at 6%; with 50% employer match about $352,821 at 4% or $235,214 at 6%; with 100% employer match about $264,616 at 4% or $176,410 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-4$1,475,022$84,677$21,169iApproximate average salary by contribution assumption: employee only about $529,231 at 4% or $352,821 at 6%; with 50% employer match about $352,821 at 4% or $235,214 at 6%; with 100% employer match about $264,616 at 4% or $176,410 at 6%.
201814$1,829,563$83,626$20,907iApproximate average salary by contribution assumption: employee only about $522,663 at 4% or $348,442 at 6%; with 50% employer match about $348,442 at 4% or $232,294 at 6%; with 100% employer match about $261,331 at 4% or $174,221 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-4$1,829,563$83,626$20,907iApproximate average salary by contribution assumption: employee only about $522,663 at 4% or $348,442 at 6%; with 50% employer match about $348,442 at 4% or $232,294 at 6%; with 100% employer match about $261,331 at 4% or $174,221 at 6%.
201713$1,909,790$98,591$32,864iApproximate average salary by contribution assumption: employee only about $821,592 at 4% or $547,728 at 6%; with 50% employer match about $547,728 at 4% or $365,152 at 6%; with 100% employer match about $410,796 at 4% or $273,864 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-3$1,909,790$98,591$32,864iApproximate average salary by contribution assumption: employee only about $821,592 at 4% or $547,728 at 6%; with 50% employer match about $547,728 at 4% or $365,152 at 6%; with 100% employer match about $410,796 at 4% or $273,864 at 6%.
201615$1,630,841$107,618$21,524iApproximate average salary by contribution assumption: employee only about $538,090 at 4% or $358,727 at 6%; with 50% employer match about $358,727 at 4% or $239,151 at 6%; with 100% employer match about $269,045 at 4% or $179,363 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$1,630,841$107,618$21,524iApproximate average salary by contribution assumption: employee only about $538,090 at 4% or $358,727 at 6%; with 50% employer match about $358,727 at 4% or $239,151 at 6%; with 100% employer match about $269,045 at 4% or $179,363 at 6%.
201515$1,329,831$102,754$20,551iApproximate average salary by contribution assumption: employee only about $513,770 at 4% or $342,513 at 6%; with 50% employer match about $342,513 at 4% or $228,342 at 6%; with 100% employer match about $256,885 at 4% or $171,257 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$1,329,831$102,754$20,551iApproximate average salary by contribution assumption: employee only about $513,770 at 4% or $342,513 at 6%; with 50% employer match about $342,513 at 4% or $228,342 at 6%; with 100% employer match about $256,885 at 4% or $171,257 at 6%.
201416$1,365,456$108,388$18,065iApproximate average salary by contribution assumption: employee only about $451,617 at 4% or $301,078 at 6%; with 50% employer match about $301,078 at 4% or $200,719 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-6$1,365,456$108,388$18,065iApproximate average salary by contribution assumption: employee only about $451,617 at 4% or $301,078 at 6%; with 50% employer match about $301,078 at 4% or $200,719 at 6%; with 100% employer match about $225,808 at 4% or $150,539 at 6%.
201316$0$0-
Sergio Tavares MD Safe Harbor 401K Plan-6---
201216$956,086$102,059$17,010iApproximate average salary by contribution assumption: employee only about $425,246 at 4% or $283,497 at 6%; with 50% employer match about $283,497 at 4% or $188,998 at 6%; with 100% employer match about $212,623 at 4% or $141,749 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-6$956,086$102,059$17,010iApproximate average salary by contribution assumption: employee only about $425,246 at 4% or $283,497 at 6%; with 50% employer match about $283,497 at 4% or $188,998 at 6%; with 100% employer match about $212,623 at 4% or $141,749 at 6%.
201116$799,526$85,965$14,328iApproximate average salary by contribution assumption: employee only about $358,188 at 4% or $238,792 at 6%; with 50% employer match about $238,792 at 4% or $159,194 at 6%; with 100% employer match about $179,094 at 4% or $119,396 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-6$799,526$85,965$14,328iApproximate average salary by contribution assumption: employee only about $358,188 at 4% or $238,792 at 6%; with 50% employer match about $238,792 at 4% or $159,194 at 6%; with 100% employer match about $179,094 at 4% or $119,396 at 6%.
201015$687,479$83,768$16,754iApproximate average salary by contribution assumption: employee only about $418,840 at 4% or $279,227 at 6%; with 50% employer match about $279,227 at 4% or $186,151 at 6%; with 100% employer match about $209,420 at 4% or $139,613 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$687,479$83,768$16,754iApproximate average salary by contribution assumption: employee only about $418,840 at 4% or $279,227 at 6%; with 50% employer match about $279,227 at 4% or $186,151 at 6%; with 100% employer match about $209,420 at 4% or $139,613 at 6%.
200915$525,896$81,790$16,358iApproximate average salary by contribution assumption: employee only about $408,950 at 4% or $272,633 at 6%; with 50% employer match about $272,633 at 4% or $181,756 at 6%; with 100% employer match about $204,475 at 4% or $136,317 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$525,896$81,790$16,358iApproximate average salary by contribution assumption: employee only about $408,950 at 4% or $272,633 at 6%; with 50% employer match about $272,633 at 4% or $181,756 at 6%; with 100% employer match about $204,475 at 4% or $136,317 at 6%.
200815$381,393$79,027$15,805iApproximate average salary by contribution assumption: employee only about $395,135 at 4% or $263,423 at 6%; with 50% employer match about $263,423 at 4% or $175,616 at 6%; with 100% employer match about $197,568 at 4% or $131,712 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$381,393$79,027$15,805iApproximate average salary by contribution assumption: employee only about $395,135 at 4% or $263,423 at 6%; with 50% employer match about $263,423 at 4% or $175,616 at 6%; with 100% employer match about $197,568 at 4% or $131,712 at 6%.
200716$424,242$79,519$13,253iApproximate average salary by contribution assumption: employee only about $331,329 at 4% or $220,886 at 6%; with 50% employer match about $220,886 at 4% or $147,257 at 6%; with 100% employer match about $165,665 at 4% or $110,443 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-6$424,242$79,519$13,253iApproximate average salary by contribution assumption: employee only about $331,329 at 4% or $220,886 at 6%; with 50% employer match about $220,886 at 4% or $147,257 at 6%; with 100% employer match about $165,665 at 4% or $110,443 at 6%.
200615$341,024$74,247$14,849iApproximate average salary by contribution assumption: employee only about $371,235 at 4% or $247,490 at 6%; with 50% employer match about $247,490 at 4% or $164,993 at 6%; with 100% employer match about $185,618 at 4% or $123,745 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$341,024$74,247$14,849iApproximate average salary by contribution assumption: employee only about $371,235 at 4% or $247,490 at 6%; with 50% employer match about $247,490 at 4% or $164,993 at 6%; with 100% employer match about $185,618 at 4% or $123,745 at 6%.
200515$237,390$64,682$12,936iApproximate average salary by contribution assumption: employee only about $323,410 at 4% or $215,607 at 6%; with 50% employer match about $215,607 at 4% or $143,738 at 6%; with 100% employer match about $161,705 at 4% or $107,803 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$237,390$64,682$12,936iApproximate average salary by contribution assumption: employee only about $323,410 at 4% or $215,607 at 6%; with 50% employer match about $215,607 at 4% or $143,738 at 6%; with 100% employer match about $161,705 at 4% or $107,803 at 6%.
200415$169,747$61,481$12,296iApproximate average salary by contribution assumption: employee only about $307,405 at 4% or $204,937 at 6%; with 50% employer match about $204,937 at 4% or $136,624 at 6%; with 100% employer match about $153,703 at 4% or $102,468 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$169,747$61,481$12,296iApproximate average salary by contribution assumption: employee only about $307,405 at 4% or $204,937 at 6%; with 50% employer match about $204,937 at 4% or $136,624 at 6%; with 100% employer match about $153,703 at 4% or $102,468 at 6%.
200315$0$0-
Sergio Tavares MD Safe Harbor 401K Plan-5---
200215$47,185$47,023$9,405iApproximate average salary by contribution assumption: employee only about $235,115 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,496 at 6%; with 100% employer match about $117,558 at 4% or $78,372 at 6%.
Sergio Tavares MD Safe Harbor 401K Plan-5$47,185$47,023$9,405iApproximate average salary by contribution assumption: employee only about $235,115 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,496 at 6%; with 100% employer match about $117,558 at 4% or $78,372 at 6%.