Civic Intelligence

Jose a. Capellan, M.D., P.A.

Plan context: Jose a. Capellan, M.D., P.A. Profit Sharing Plan

EIN 75-2663373 • Lufkin, TX • 29 filings • 3 plans

3 Medical Center BoulevardLufkin, TX 75904
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$4,990,993

2023 Contributions

$19,190

Historical Graphs

Total Assets Over Time

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

$5,911,587$2,955,794$0199920122022YearValue
$4,990,993Latest year 2022

Participants Over Time

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

950199920112022YearValue
8Latest year 2022

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
202310$0$19,190-
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-0$0$19,190-
202218$4,990,993$108,441$13,555iApproximate average salary by contribution assumption: employee only about $338,878 at 4% or $225,919 at 6%; with 50% employer match about $225,919 at 4% or $150,613 at 6%; with 100% employer match about $169,439 at 4% or $112,959 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$4,990,993$108,441$13,555iApproximate average salary by contribution assumption: employee only about $338,878 at 4% or $225,919 at 6%; with 50% employer match about $225,919 at 4% or $150,613 at 6%; with 100% employer match about $169,439 at 4% or $112,959 at 6%.
202119$5,911,587$121,794$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,544 at 6%; with 50% employer match about $225,544 at 4% or $150,363 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$5,911,587$121,794$13,533iApproximate average salary by contribution assumption: employee only about $338,317 at 4% or $225,544 at 6%; with 50% employer match about $225,544 at 4% or $150,363 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
202019$5,103,456$120,749$13,417iApproximate average salary by contribution assumption: employee only about $335,414 at 4% or $223,609 at 6%; with 50% employer match about $223,609 at 4% or $149,073 at 6%; with 100% employer match about $167,707 at 4% or $111,805 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$5,103,456$120,749$13,417iApproximate average salary by contribution assumption: employee only about $335,414 at 4% or $223,609 at 6%; with 50% employer match about $223,609 at 4% or $149,073 at 6%; with 100% employer match about $167,707 at 4% or $111,805 at 6%.
201918$4,266,257$120,242$15,030iApproximate average salary by contribution assumption: employee only about $375,756 at 4% or $250,504 at 6%; with 50% employer match about $250,504 at 4% or $167,003 at 6%; with 100% employer match about $187,878 at 4% or $125,252 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$4,266,257$120,242$15,030iApproximate average salary by contribution assumption: employee only about $375,756 at 4% or $250,504 at 6%; with 50% employer match about $250,504 at 4% or $167,003 at 6%; with 100% employer match about $187,878 at 4% or $125,252 at 6%.
201818$3,442,461$47,308$5,914iApproximate average salary by contribution assumption: employee only about $147,838 at 4% or $98,558 at 6%; with 50% employer match about $98,558 at 4% or $65,706 at 6%; with 100% employer match about $73,919 at 4% or $49,279 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$3,442,461$47,308$5,914iApproximate average salary by contribution assumption: employee only about $147,838 at 4% or $98,558 at 6%; with 50% employer match about $98,558 at 4% or $65,706 at 6%; with 100% employer match about $73,919 at 4% or $49,279 at 6%.
201718$3,418,622$116,577$14,572iApproximate average salary by contribution assumption: employee only about $364,303 at 4% or $242,869 at 6%; with 50% employer match about $242,869 at 4% or $161,913 at 6%; with 100% employer match about $182,152 at 4% or $121,434 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$3,418,622$116,577$14,572iApproximate average salary by contribution assumption: employee only about $364,303 at 4% or $242,869 at 6%; with 50% employer match about $242,869 at 4% or $161,913 at 6%; with 100% employer match about $182,152 at 4% or $121,434 at 6%.
201619$2,954,895$114,104$12,678iApproximate average salary by contribution assumption: employee only about $316,956 at 4% or $211,304 at 6%; with 50% employer match about $211,304 at 4% or $140,869 at 6%; with 100% employer match about $158,478 at 4% or $105,652 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$2,954,895$114,104$12,678iApproximate average salary by contribution assumption: employee only about $316,956 at 4% or $211,304 at 6%; with 50% employer match about $211,304 at 4% or $140,869 at 6%; with 100% employer match about $158,478 at 4% or $105,652 at 6%.
201519$2,682,500$127,117$14,124iApproximate average salary by contribution assumption: employee only about $353,103 at 4% or $235,402 at 6%; with 50% employer match about $235,402 at 4% or $156,935 at 6%; with 100% employer match about $176,551 at 4% or $117,701 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$2,682,500$127,117$14,124iApproximate average salary by contribution assumption: employee only about $353,103 at 4% or $235,402 at 6%; with 50% employer match about $235,402 at 4% or $156,935 at 6%; with 100% employer match about $176,551 at 4% or $117,701 at 6%.
201419$2,552,085$125,746$13,972iApproximate average salary by contribution assumption: employee only about $349,294 at 4% or $232,863 at 6%; with 50% employer match about $232,863 at 4% or $155,242 at 6%; with 100% employer match about $174,647 at 4% or $116,431 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$2,552,085$125,746$13,972iApproximate average salary by contribution assumption: employee only about $349,294 at 4% or $232,863 at 6%; with 50% employer match about $232,863 at 4% or $155,242 at 6%; with 100% employer match about $174,647 at 4% or $116,431 at 6%.
201318$2,296,128$126,834$15,854iApproximate average salary by contribution assumption: employee only about $396,356 at 4% or $264,238 at 6%; with 50% employer match about $264,238 at 4% or $176,158 at 6%; with 100% employer match about $198,178 at 4% or $132,119 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$2,296,128$126,834$15,854iApproximate average salary by contribution assumption: employee only about $396,356 at 4% or $264,238 at 6%; with 50% employer match about $264,238 at 4% or $176,158 at 6%; with 100% employer match about $198,178 at 4% or $132,119 at 6%.
201219$1,894,841$129,505$14,389iApproximate average salary by contribution assumption: employee only about $359,736 at 4% or $239,824 at 6%; with 50% employer match about $239,824 at 4% or $159,883 at 6%; with 100% employer match about $179,868 at 4% or $119,912 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$1,894,841$129,505$14,389iApproximate average salary by contribution assumption: employee only about $359,736 at 4% or $239,824 at 6%; with 50% employer match about $239,824 at 4% or $159,883 at 6%; with 100% employer match about $179,868 at 4% or $119,912 at 6%.
201119$1,623,463$129,612$14,401iApproximate average salary by contribution assumption: employee only about $360,033 at 4% or $240,022 at 6%; with 50% employer match about $240,022 at 4% or $160,015 at 6%; with 100% employer match about $180,017 at 4% or $120,011 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-9$1,623,463$129,612$14,401iApproximate average salary by contribution assumption: employee only about $360,033 at 4% or $240,022 at 6%; with 50% employer match about $240,022 at 4% or $160,015 at 6%; with 100% employer match about $180,017 at 4% or $120,011 at 6%.
201018$1,482,349$126,268$15,784iApproximate average salary by contribution assumption: employee only about $394,588 at 4% or $263,058 at 6%; with 50% employer match about $263,058 at 4% or $175,372 at 6%; with 100% employer match about $197,294 at 4% or $131,529 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$1,482,349$126,268$15,784iApproximate average salary by contribution assumption: employee only about $394,588 at 4% or $263,058 at 6%; with 50% employer match about $263,058 at 4% or $175,372 at 6%; with 100% employer match about $197,294 at 4% or $131,529 at 6%.
200918$1,233,190$118,622$14,828iApproximate average salary by contribution assumption: employee only about $370,694 at 4% or $247,129 at 6%; with 50% employer match about $247,129 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,565 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$1,233,190$118,622$14,828iApproximate average salary by contribution assumption: employee only about $370,694 at 4% or $247,129 at 6%; with 50% employer match about $247,129 at 4% or $164,753 at 6%; with 100% employer match about $185,347 at 4% or $123,565 at 6%.
200818$962,511$112,505$14,063iApproximate average salary by contribution assumption: employee only about $351,578 at 4% or $234,385 at 6%; with 50% employer match about $234,385 at 4% or $156,257 at 6%; with 100% employer match about $175,789 at 4% or $117,193 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$962,511$112,505$14,063iApproximate average salary by contribution assumption: employee only about $351,578 at 4% or $234,385 at 6%; with 50% employer match about $234,385 at 4% or $156,257 at 6%; with 100% employer match about $175,789 at 4% or $117,193 at 6%.
200717$0$0-
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-7---
200617$993,883$109,293$15,613iApproximate average salary by contribution assumption: employee only about $390,332 at 4% or $260,221 at 6%; with 50% employer match about $260,221 at 4% or $173,481 at 6%; with 100% employer match about $195,166 at 4% or $130,111 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-7$993,883$109,293$15,613iApproximate average salary by contribution assumption: employee only about $390,332 at 4% or $260,221 at 6%; with 50% employer match about $260,221 at 4% or $173,481 at 6%; with 100% employer match about $195,166 at 4% or $130,111 at 6%.
200517$806,679$100,064$14,295iApproximate average salary by contribution assumption: employee only about $357,371 at 4% or $238,248 at 6%; with 50% employer match about $238,248 at 4% or $158,832 at 6%; with 100% employer match about $178,686 at 4% or $119,124 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-7$806,679$100,064$14,295iApproximate average salary by contribution assumption: employee only about $357,371 at 4% or $238,248 at 6%; with 50% employer match about $238,248 at 4% or $158,832 at 6%; with 100% employer match about $178,686 at 4% or $119,124 at 6%.
200416$678,520$98,477$16,413iApproximate average salary by contribution assumption: employee only about $410,321 at 4% or $273,547 at 6%; with 50% employer match about $273,547 at 4% or $182,365 at 6%; with 100% employer match about $205,160 at 4% or $136,774 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-6$678,520$98,477$16,413iApproximate average salary by contribution assumption: employee only about $410,321 at 4% or $273,547 at 6%; with 50% employer match about $273,547 at 4% or $182,365 at 6%; with 100% employer match about $205,160 at 4% or $136,774 at 6%.
200316$541,915$91,252$15,209iApproximate average salary by contribution assumption: employee only about $380,217 at 4% or $253,478 at 6%; with 50% employer match about $253,478 at 4% or $168,985 at 6%; with 100% employer match about $190,108 at 4% or $126,739 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-6$541,915$91,252$15,209iApproximate average salary by contribution assumption: employee only about $380,217 at 4% or $253,478 at 6%; with 50% employer match about $253,478 at 4% or $168,985 at 6%; with 100% employer match about $190,108 at 4% or $126,739 at 6%.
200228$391,492$99,650$12,456iApproximate average salary by contribution assumption: employee only about $311,406 at 4% or $207,604 at 6%; with 50% employer match about $207,604 at 4% or $138,403 at 6%; with 100% employer match about $155,703 at 4% or $103,802 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8$391,492$99,650$12,456iApproximate average salary by contribution assumption: employee only about $311,406 at 4% or $207,604 at 6%; with 50% employer match about $207,604 at 4% or $138,403 at 6%; with 100% employer match about $155,703 at 4% or $103,802 at 6%.
Jose a. Capellan, M.D., P.A. Money Purchase Pension Plan-0---
200128$0$0-
Jose a. Capellan, M.D., P.A. Money Purchase Pension Plan-8---
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-8---
200026$0$0-
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-6---
Jose a. Capellan, M.D., P.A. Money Purchase Pension Plan-6---
199925$183,459$64,725$12,945iApproximate average salary by contribution assumption: employee only about $323,625 at 4% or $215,750 at 6%; with 50% employer match about $215,750 at 4% or $143,833 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
Jose a. Capellan, M.D., P.A. Profit Sharing Plan-5$169,159$50,425$10,085iApproximate average salary by contribution assumption: employee only about $252,125 at 4% or $168,083 at 6%; with 50% employer match about $168,083 at 4% or $112,056 at 6%; with 100% employer match about $126,063 at 4% or $84,042 at 6%.
Jose a. Capellan, M.D., P.A. Money Purchase Pension Plan-5$14,300$14,300$2,860iApproximate average salary by contribution assumption: employee only about $71,500 at 4% or $47,667 at 6%; with 50% employer match about $47,667 at 4% or $31,778 at 6%; with 100% employer match about $35,750 at 4% or $23,833 at 6%.