Civic Intelligence

Lisa D. Santos, M.D., P.A.

Plan context: Lisa D. Santos, M.D., P.A. Profit Sharing Plan

EIN 76-0316666 • Houston, TX • 29 filings • 3 plans

1200 Binz, 1030Houston, TX 77004
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,968,732

2024 Contributions

$85,877

Historical Graphs

Total Assets Over Time

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

$3,968,732$1,984,366$0199920122024YearValue
$3,968,732Latest year 2024

Participants Over Time

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

320199920122024YearValue
3Latest 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
202413$3,968,732$85,877$28,626iApproximate average salary by contribution assumption: employee only about $715,642 at 4% or $477,094 at 6%; with 50% employer match about $477,094 at 4% or $318,063 at 6%; with 100% employer match about $357,821 at 4% or $238,547 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$3,968,732$85,877$28,626iApproximate average salary by contribution assumption: employee only about $715,642 at 4% or $477,094 at 6%; with 50% employer match about $477,094 at 4% or $318,063 at 6%; with 100% employer match about $357,821 at 4% or $238,547 at 6%.
202313$3,732,855$80,898$26,966iApproximate average salary by contribution assumption: employee only about $674,150 at 4% or $449,433 at 6%; with 50% employer match about $449,433 at 4% or $299,622 at 6%; with 100% employer match about $337,075 at 4% or $224,717 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$3,732,855$80,898$26,966iApproximate average salary by contribution assumption: employee only about $674,150 at 4% or $449,433 at 6%; with 50% employer match about $449,433 at 4% or $299,622 at 6%; with 100% employer match about $337,075 at 4% or $224,717 at 6%.
202213$3,500,000$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$3,500,000$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
202113$3,582,763$69,162$23,054iApproximate average salary by contribution assumption: employee only about $576,350 at 4% or $384,233 at 6%; with 50% employer match about $384,233 at 4% or $256,156 at 6%; with 100% employer match about $288,175 at 4% or $192,117 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$3,582,763$69,162$23,054iApproximate average salary by contribution assumption: employee only about $576,350 at 4% or $384,233 at 6%; with 50% employer match about $384,233 at 4% or $256,156 at 6%; with 100% employer match about $288,175 at 4% or $192,117 at 6%.
202013$2,980,901$68,162$22,721iApproximate average salary by contribution assumption: employee only about $568,017 at 4% or $378,678 at 6%; with 50% employer match about $378,678 at 4% or $252,452 at 6%; with 100% employer match about $284,008 at 4% or $189,339 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$2,980,901$68,162$22,721iApproximate average salary by contribution assumption: employee only about $568,017 at 4% or $378,678 at 6%; with 50% employer match about $378,678 at 4% or $252,452 at 6%; with 100% employer match about $284,008 at 4% or $189,339 at 6%.
201913$2,542,412$66,488$22,163iApproximate average salary by contribution assumption: employee only about $554,067 at 4% or $369,378 at 6%; with 50% employer match about $369,378 at 4% or $246,252 at 6%; with 100% employer match about $277,033 at 4% or $184,689 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$2,542,412$66,488$22,163iApproximate average salary by contribution assumption: employee only about $554,067 at 4% or $369,378 at 6%; with 50% employer match about $369,378 at 4% or $246,252 at 6%; with 100% employer match about $277,033 at 4% or $184,689 at 6%.
201813$2,010,075$65,489$21,830iApproximate average salary by contribution assumption: employee only about $545,742 at 4% or $363,828 at 6%; with 50% employer match about $363,828 at 4% or $242,552 at 6%; with 100% employer match about $272,871 at 4% or $181,914 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$2,010,075$65,489$21,830iApproximate average salary by contribution assumption: employee only about $545,742 at 4% or $363,828 at 6%; with 50% employer match about $363,828 at 4% or $242,552 at 6%; with 100% employer match about $272,871 at 4% or $181,914 at 6%.
201713$2,061,152$64,097$21,366iApproximate average salary by contribution assumption: employee only about $534,142 at 4% or $356,094 at 6%; with 50% employer match about $356,094 at 4% or $237,396 at 6%; with 100% employer match about $267,071 at 4% or $178,047 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$2,061,152$64,097$21,366iApproximate average salary by contribution assumption: employee only about $534,142 at 4% or $356,094 at 6%; with 50% employer match about $356,094 at 4% or $237,396 at 6%; with 100% employer match about $267,071 at 4% or $178,047 at 6%.
201613$1,675,212$63,098$21,033iApproximate average salary by contribution assumption: employee only about $525,817 at 4% or $350,544 at 6%; with 50% employer match about $350,544 at 4% or $233,696 at 6%; with 100% employer match about $262,908 at 4% or $175,272 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$1,675,212$63,098$21,033iApproximate average salary by contribution assumption: employee only about $525,817 at 4% or $350,544 at 6%; with 50% employer match about $350,544 at 4% or $233,696 at 6%; with 100% employer match about $262,908 at 4% or $175,272 at 6%.
201513$1,514,237$63,097$21,032iApproximate average salary by contribution assumption: employee only about $525,808 at 4% or $350,539 at 6%; with 50% employer match about $350,539 at 4% or $233,693 at 6%; with 100% employer match about $262,904 at 4% or $175,269 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$1,514,237$63,097$21,032iApproximate average salary by contribution assumption: employee only about $525,808 at 4% or $350,539 at 6%; with 50% employer match about $350,539 at 4% or $233,693 at 6%; with 100% employer match about $262,904 at 4% or $175,269 at 6%.
201413$1,448,204$61,544$20,515iApproximate average salary by contribution assumption: employee only about $512,867 at 4% or $341,911 at 6%; with 50% employer match about $341,911 at 4% or $227,941 at 6%; with 100% employer match about $256,433 at 4% or $170,956 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$1,448,204$61,544$20,515iApproximate average salary by contribution assumption: employee only about $512,867 at 4% or $341,911 at 6%; with 50% employer match about $341,911 at 4% or $227,941 at 6%; with 100% employer match about $256,433 at 4% or $170,956 at 6%.
201313$1,315,104$60,572$20,191iApproximate average salary by contribution assumption: employee only about $504,767 at 4% or $336,511 at 6%; with 50% employer match about $336,511 at 4% or $224,341 at 6%; with 100% employer match about $252,383 at 4% or $168,256 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$1,315,104$60,572$20,191iApproximate average salary by contribution assumption: employee only about $504,767 at 4% or $336,511 at 6%; with 50% employer match about $336,511 at 4% or $224,341 at 6%; with 100% employer match about $252,383 at 4% or $168,256 at 6%.
201213$1,048,554$59,303$19,768iApproximate average salary by contribution assumption: employee only about $494,192 at 4% or $329,461 at 6%; with 50% employer match about $329,461 at 4% or $219,641 at 6%; with 100% employer match about $247,096 at 4% or $164,731 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$1,048,554$59,303$19,768iApproximate average salary by contribution assumption: employee only about $494,192 at 4% or $329,461 at 6%; with 50% employer match about $329,461 at 4% or $219,641 at 6%; with 100% employer match about $247,096 at 4% or $164,731 at 6%.
201113$905,108$58,561$19,520iApproximate average salary by contribution assumption: employee only about $488,008 at 4% or $325,339 at 6%; with 50% employer match about $325,339 at 4% or $216,893 at 6%; with 100% employer match about $244,004 at 4% or $162,669 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$905,108$58,561$19,520iApproximate average salary by contribution assumption: employee only about $488,008 at 4% or $325,339 at 6%; with 50% employer match about $325,339 at 4% or $216,893 at 6%; with 100% employer match about $244,004 at 4% or $162,669 at 6%.
201013$860,596$58,134$19,378iApproximate average salary by contribution assumption: employee only about $484,450 at 4% or $322,967 at 6%; with 50% employer match about $322,967 at 4% or $215,311 at 6%; with 100% employer match about $242,225 at 4% or $161,483 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$860,596$58,134$19,378iApproximate average salary by contribution assumption: employee only about $484,450 at 4% or $322,967 at 6%; with 50% employer match about $322,967 at 4% or $215,311 at 6%; with 100% employer match about $242,225 at 4% or $161,483 at 6%.
200913$721,529$57,840$19,280iApproximate average salary by contribution assumption: employee only about $482,000 at 4% or $321,333 at 6%; with 50% employer match about $321,333 at 4% or $214,222 at 6%; with 100% employer match about $241,000 at 4% or $160,667 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$721,529$57,840$19,280iApproximate average salary by contribution assumption: employee only about $482,000 at 4% or $321,333 at 6%; with 50% employer match about $321,333 at 4% or $214,222 at 6%; with 100% employer match about $241,000 at 4% or $160,667 at 6%.
200812$570,860$64,849$32,425iApproximate average salary by contribution assumption: employee only about $810,613 at 4% or $540,408 at 6%; with 50% employer match about $540,408 at 4% or $360,272 at 6%; with 100% employer match about $405,306 at 4% or $270,204 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-2$570,860$64,849$32,425iApproximate average salary by contribution assumption: employee only about $810,613 at 4% or $540,408 at 6%; with 50% employer match about $540,408 at 4% or $360,272 at 6%; with 100% employer match about $405,306 at 4% or $270,204 at 6%.
200712$745,387$47,794$23,897iApproximate average salary by contribution assumption: employee only about $597,425 at 4% or $398,283 at 6%; with 50% employer match about $398,283 at 4% or $265,522 at 6%; with 100% employer match about $298,713 at 4% or $199,142 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-2$745,387$47,794$23,897iApproximate average salary by contribution assumption: employee only about $597,425 at 4% or $398,283 at 6%; with 50% employer match about $398,283 at 4% or $265,522 at 6%; with 100% employer match about $298,713 at 4% or $199,142 at 6%.
200613$721,790$47,285$15,762iApproximate average salary by contribution assumption: employee only about $394,042 at 4% or $262,694 at 6%; with 50% employer match about $262,694 at 4% or $175,130 at 6%; with 100% employer match about $197,021 at 4% or $131,347 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$721,790$47,285$15,762iApproximate average salary by contribution assumption: employee only about $394,042 at 4% or $262,694 at 6%; with 50% employer match about $262,694 at 4% or $175,130 at 6%; with 100% employer match about $197,021 at 4% or $131,347 at 6%.
200513$582,493$44,868$14,956iApproximate average salary by contribution assumption: employee only about $373,900 at 4% or $249,267 at 6%; with 50% employer match about $249,267 at 4% or $166,178 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$582,493$44,868$14,956iApproximate average salary by contribution assumption: employee only about $373,900 at 4% or $249,267 at 6%; with 50% employer match about $249,267 at 4% or $166,178 at 6%; with 100% employer match about $186,950 at 4% or $124,633 at 6%.
200413$529,060$44,184$14,728iApproximate average salary by contribution assumption: employee only about $368,200 at 4% or $245,467 at 6%; with 50% employer match about $245,467 at 4% or $163,644 at 6%; with 100% employer match about $184,100 at 4% or $122,733 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$529,060$44,184$14,728iApproximate average salary by contribution assumption: employee only about $368,200 at 4% or $245,467 at 6%; with 50% employer match about $245,467 at 4% or $163,644 at 6%; with 100% employer match about $184,100 at 4% or $122,733 at 6%.
200313$421,438$42,557$14,186iApproximate average salary by contribution assumption: employee only about $354,642 at 4% or $236,428 at 6%; with 50% employer match about $236,428 at 4% or $157,619 at 6%; with 100% employer match about $177,321 at 4% or $118,214 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$421,438$42,557$14,186iApproximate average salary by contribution assumption: employee only about $354,642 at 4% or $236,428 at 6%; with 50% employer match about $236,428 at 4% or $157,619 at 6%; with 100% employer match about $177,321 at 4% or $118,214 at 6%.
200213$290,734$41,939$13,980iApproximate average salary by contribution assumption: employee only about $349,492 at 4% or $232,994 at 6%; with 50% employer match about $232,994 at 4% or $155,330 at 6%; with 100% employer match about $174,746 at 4% or $116,497 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-3$290,734$41,939$13,980iApproximate average salary by contribution assumption: employee only about $349,492 at 4% or $232,994 at 6%; with 50% employer match about $232,994 at 4% or $155,330 at 6%; with 100% employer match about $174,746 at 4% or $116,497 at 6%.
200121$0$0-
Lisa D. Santos, M.D., P.A. Money Purchase Plan & Trust-0---
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-1---
200021$220,819$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-1$163,267$21,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Lisa D. Santos, M.D., P.A. Money Purchase Plan & Trust-1$57,552$8,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
199921$164,111$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Lisa D. Santos, M.D., P.A. Profit Sharing Plan-1$120,016$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Lisa D. Santos, M.D., P.A. Money Purchase Plan & Trust-1$44,095$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.