Civic Intelligence

Charles a. Lively, M.D., P.A.

Plan context: Charles a. Lively, M.D., P.A. Profit Sharing Plan

EIN 75-2736487 • Odessa, TX • 26 filings • 2 plans

608 MuskinghamOdessa, TX 79761
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,086,445

2024 Contributions

$18,997

Historical Graphs

Total Assets Over Time

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

$3,086,445$1,543,223$0199920132024YearValue
$3,086,445Latest year 2024

Participants Over Time

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

950199920122024YearValue
9Latest year 2024

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
202419$3,086,445$18,997$2,111iApproximate average salary by contribution assumption: employee only about $52,769 at 4% or $35,180 at 6%; with 50% employer match about $35,180 at 4% or $23,453 at 6%; with 100% employer match about $26,385 at 4% or $17,590 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-9$3,086,445$18,997$2,111iApproximate average salary by contribution assumption: employee only about $52,769 at 4% or $35,180 at 6%; with 50% employer match about $35,180 at 4% or $23,453 at 6%; with 100% employer match about $26,385 at 4% or $17,590 at 6%.
202313$2,627,468$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$2,627,468--
202213$2,127,581$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$2,127,581$0-
202113$2,780,083$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$2,780,083--
202013$2,399,146$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$2,399,146--
201913$1,918,775$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$1,918,775--
201814$1,532,784$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-4$1,532,784--
201715$1,672,835$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5$1,672,835--
201615$1,353,402$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5$1,353,402--
201516$1,294,375$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-6$1,294,375--
201417$1,486,909$78,502$11,215iApproximate average salary by contribution assumption: employee only about $280,364 at 4% or $186,910 at 6%; with 50% employer match about $186,910 at 4% or $124,606 at 6%; with 100% employer match about $140,182 at 4% or $93,455 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-7$1,486,909$78,502$11,215iApproximate average salary by contribution assumption: employee only about $280,364 at 4% or $186,910 at 6%; with 50% employer match about $186,910 at 4% or $124,606 at 6%; with 100% employer match about $140,182 at 4% or $93,455 at 6%.
201317$1,343,243$74,212$10,602iApproximate average salary by contribution assumption: employee only about $265,043 at 4% or $176,695 at 6%; with 50% employer match about $176,695 at 4% or $117,797 at 6%; with 100% employer match about $132,521 at 4% or $88,348 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-7$1,343,243$74,212$10,602iApproximate average salary by contribution assumption: employee only about $265,043 at 4% or $176,695 at 6%; with 50% employer match about $176,695 at 4% or $117,797 at 6%; with 100% employer match about $132,521 at 4% or $88,348 at 6%.
201218$1,031,083$75,200$9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-8$1,031,083$75,200$9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%.
201117$816,473$67,322$9,617iApproximate average salary by contribution assumption: employee only about $240,436 at 4% or $160,290 at 6%; with 50% employer match about $160,290 at 4% or $106,860 at 6%; with 100% employer match about $120,218 at 4% or $80,145 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-7$816,473$67,322$9,617iApproximate average salary by contribution assumption: employee only about $240,436 at 4% or $160,290 at 6%; with 50% employer match about $160,290 at 4% or $106,860 at 6%; with 100% employer match about $120,218 at 4% or $80,145 at 6%.
201017$802,511$94,395$13,485iApproximate average salary by contribution assumption: employee only about $337,125 at 4% or $224,750 at 6%; with 50% employer match about $224,750 at 4% or $149,833 at 6%; with 100% employer match about $168,563 at 4% or $112,375 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-7$802,511$94,395$13,485iApproximate average salary by contribution assumption: employee only about $337,125 at 4% or $224,750 at 6%; with 50% employer match about $224,750 at 4% or $149,833 at 6%; with 100% employer match about $168,563 at 4% or $112,375 at 6%.
200917$637,774$77,361$11,052iApproximate average salary by contribution assumption: employee only about $276,289 at 4% or $184,193 at 6%; with 50% employer match about $184,193 at 4% or $122,795 at 6%; with 100% employer match about $138,145 at 4% or $92,096 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-7$637,774$77,361$11,052iApproximate average salary by contribution assumption: employee only about $276,289 at 4% or $184,193 at 6%; with 50% employer match about $184,193 at 4% or $122,795 at 6%; with 100% employer match about $138,145 at 4% or $92,096 at 6%.
200815$0$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5---
200713$0$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3---
200613$490,333$66,653$22,218iApproximate average salary by contribution assumption: employee only about $555,442 at 4% or $370,294 at 6%; with 50% employer match about $370,294 at 4% or $246,863 at 6%; with 100% employer match about $277,721 at 4% or $185,147 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-3$490,333$66,653$22,218iApproximate average salary by contribution assumption: employee only about $555,442 at 4% or $370,294 at 6%; with 50% employer match about $370,294 at 4% or $246,863 at 6%; with 100% employer match about $277,721 at 4% or $185,147 at 6%.
200515$379,515$74,779$14,956iApproximate average salary by contribution assumption: employee only about $373,895 at 4% or $249,263 at 6%; with 50% employer match about $249,263 at 4% or $166,176 at 6%; with 100% employer match about $186,948 at 4% or $124,632 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5$379,515$74,779$14,956iApproximate average salary by contribution assumption: employee only about $373,895 at 4% or $249,263 at 6%; with 50% employer match about $249,263 at 4% or $166,176 at 6%; with 100% employer match about $186,948 at 4% or $124,632 at 6%.
200415$295,131$47,218$9,444iApproximate average salary by contribution assumption: employee only about $236,090 at 4% or $157,393 at 6%; with 50% employer match about $157,393 at 4% or $104,929 at 6%; with 100% employer match about $118,045 at 4% or $78,697 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5$295,131$47,218$9,444iApproximate average salary by contribution assumption: employee only about $236,090 at 4% or $157,393 at 6%; with 50% employer match about $157,393 at 4% or $104,929 at 6%; with 100% employer match about $118,045 at 4% or $78,697 at 6%.
200316$225,245$55,271$9,212iApproximate average salary by contribution assumption: employee only about $230,296 at 4% or $153,531 at 6%; with 50% employer match about $153,531 at 4% or $102,354 at 6%; with 100% employer match about $115,148 at 4% or $76,765 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-6$225,245$55,271$9,212iApproximate average salary by contribution assumption: employee only about $230,296 at 4% or $153,531 at 6%; with 50% employer match about $153,531 at 4% or $102,354 at 6%; with 100% employer match about $115,148 at 4% or $76,765 at 6%.
200216$0$0-
Charles a. Lively, M.D., P.A. Profit Sharing Plan-6---
200115$158,287$44,081$8,816iApproximate average salary by contribution assumption: employee only about $220,405 at 4% or $146,937 at 6%; with 50% employer match about $146,937 at 4% or $97,958 at 6%; with 100% employer match about $110,203 at 4% or $73,468 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-5$158,287$44,081$8,816iApproximate average salary by contribution assumption: employee only about $220,405 at 4% or $146,937 at 6%; with 50% employer match about $146,937 at 4% or $97,958 at 6%; with 100% employer match about $110,203 at 4% or $73,468 at 6%.
200016$135,509$39,832$6,639iApproximate average salary by contribution assumption: employee only about $165,967 at 4% or $110,644 at 6%; with 50% employer match about $110,644 at 4% or $73,763 at 6%; with 100% employer match about $82,983 at 4% or $55,322 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-6$135,509$39,832$6,639iApproximate average salary by contribution assumption: employee only about $165,967 at 4% or $110,644 at 6%; with 50% employer match about $110,644 at 4% or $73,763 at 6%; with 100% employer match about $82,983 at 4% or $55,322 at 6%.
199914$102,125$41,441$10,360iApproximate average salary by contribution assumption: employee only about $259,006 at 4% or $172,671 at 6%; with 50% employer match about $172,671 at 4% or $115,114 at 6%; with 100% employer match about $129,503 at 4% or $86,335 at 6%.
Charles a. Lively, M.D., P.A. Profit Sharing Plan-4$102,125$41,441$10,360iApproximate average salary by contribution assumption: employee only about $259,006 at 4% or $172,671 at 6%; with 50% employer match about $172,671 at 4% or $115,114 at 6%; with 100% employer match about $129,503 at 4% or $86,335 at 6%.