Jacobo Varon, M.D., P.A.
Plan context: Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust
EIN 76-0317579 • Houston, TX • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$4,173,604
2024 Contributions
$13,370
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 | 5 | $4,173,604 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $4,173,604 | $0 | - |
| 2023 | 1 | 5 | $3,817,059 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $3,817,059 | $0 | - |
| 2022 | 1 | 6 | $3,387,432 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $3,387,432 | $0 | - |
| 2021 | 1 | 6 | $4,035,410 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $4,035,410 | $0 | - |
| 2020 | 1 | 6 | $3,592,520 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $3,592,520 | $0 | - |
| 2019 | 1 | 7 | $3,234,657 | $13,370 | $1,910iApproximate average salary by contribution assumption: employee only about $47,750 at 4% or $31,833 at 6%; with 50% employer match about $31,833 at 4% or $21,222 at 6%; with 100% employer match about $23,875 at 4% or $15,917 at 6%. |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 7 | $3,234,657 | $13,370 | $1,910iApproximate average salary by contribution assumption: employee only about $47,750 at 4% or $31,833 at 6%; with 50% employer match about $31,833 at 4% or $21,222 at 6%; with 100% employer match about $23,875 at 4% or $15,917 at 6%. |
| 2018 | 1 | 7 | $2,761,760 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 7 | $2,761,760 | $0 | - |
| 2017 | 1 | 6 | $2,938,018 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $2,938,018 | - | - |
| 2016 | 1 | 6 | $2,618,523 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $2,618,523 | - | - |
| 2015 | 1 | 5 | $2,493,765 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $2,493,765 | - | - |
| 2014 | 1 | 6 | $2,570,532 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $2,570,532 | - | - |
| 2013 | 2 | 6 | $3,207,855 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $2,433,609 | - | - |
| JVARON WELFARE BENEFIT PLAN | - | 1 | $774,246 | - | - |
| 2012 | 2 | 6 | $2,375,971 | $6,832 | $1,139iApproximate average salary by contribution assumption: employee only about $28,467 at 4% or $18,978 at 6%; with 50% employer match about $18,978 at 4% or $12,652 at 6%; with 100% employer match about $14,233 at 4% or $9,489 at 6%. |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $2,097,711 | $6,832 | $1,139iApproximate average salary by contribution assumption: employee only about $28,467 at 4% or $18,978 at 6%; with 50% employer match about $18,978 at 4% or $12,652 at 6%; with 100% employer match about $14,233 at 4% or $9,489 at 6%. |
| JVARON WELFARE BENEFIT PLAN | - | 1 | $278,260 | - | - |
| 2011 | 2 | 6 | $2,158,248 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $1,879,988 | $0 | - |
| JVARON WELFARE BENEFIT PLAN | - | 1 | $278,260 | - | - |
| 2010 | 2 | 8 | $2,229,831 | $265,000 | $33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%. |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 8 | $1,951,571 | $265,000 | $33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%. |
| JVARON WELFARE BENEFIT PLAN | - | 1 | $278,260 | - | - |
| 2009 | 2 | 8 | $1,784,195 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 8 | $1,505,935 | $0 | - |
| JVARON WELFARE BENEFIT PLAN | - | 1 | $278,260 | - | - |
| 2008 | 3 | 5 | $1,502,759 | $245,812 | $49,162iApproximate average salary by contribution assumption: employee only about $1,229,060 at 4% or $819,373 at 6%; with 50% employer match about $819,373 at 4% or $546,249 at 6%; with 100% employer match about $614,530 at 4% or $409,687 at 6%. |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $1,325,367 | $245,812 | $49,162iApproximate average salary by contribution assumption: employee only about $1,229,060 at 4% or $819,373 at 6%; with 50% employer match about $819,373 at 4% or $546,249 at 6%; with 100% employer match about $614,530 at 4% or $409,687 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 2 | $177,392 | - | - |
| JVARON WELFARE BENEFIT PLAN | - | 1 | - | - | - |
| 2007 | 2 | 7 | $0 | $0 | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 7 | - | - | - |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 5 | $2,091,511 | $202,000 | $40,400iApproximate average salary by contribution assumption: employee only about $1,010,000 at 4% or $673,333 at 6%; with 50% employer match about $673,333 at 4% or $448,889 at 6%; with 100% employer match about $505,000 at 4% or $336,667 at 6%. |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $1,148,298 | $202,000 | $40,400iApproximate average salary by contribution assumption: employee only about $1,010,000 at 4% or $673,333 at 6%; with 50% employer match about $673,333 at 4% or $448,889 at 6%; with 100% employer match about $505,000 at 4% or $336,667 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 2 | $943,213 | - | - |
| 2005 | 2 | 5 | $1,752,486 | $213,471 | $42,694iApproximate average salary by contribution assumption: employee only about $1,067,355 at 4% or $711,570 at 6%; with 50% employer match about $711,570 at 4% or $474,380 at 6%; with 100% employer match about $533,678 at 4% or $355,785 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 4 | $887,755 | - | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $864,731 | $213,471 | $42,694iApproximate average salary by contribution assumption: employee only about $1,067,355 at 4% or $711,570 at 6%; with 50% employer match about $711,570 at 4% or $474,380 at 6%; with 100% employer match about $533,678 at 4% or $355,785 at 6%. |
| 2004 | 2 | 7 | $1,464,466 | $207,345 | $29,621iApproximate average salary by contribution assumption: employee only about $740,518 at 4% or $493,679 at 6%; with 50% employer match about $493,679 at 4% or $329,119 at 6%; with 100% employer match about $370,259 at 4% or $246,839 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 5 | $831,255 | - | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 7 | $633,211 | $207,345 | $29,621iApproximate average salary by contribution assumption: employee only about $740,518 at 4% or $493,679 at 6%; with 50% employer match about $493,679 at 4% or $329,119 at 6%; with 100% employer match about $370,259 at 4% or $246,839 at 6%. |
| 2003 | 2 | 6 | $1,150,419 | $167,493 | $27,916iApproximate average salary by contribution assumption: employee only about $697,888 at 4% or $465,258 at 6%; with 50% employer match about $465,258 at 4% or $310,172 at 6%; with 100% employer match about $348,944 at 4% or $232,629 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 5 | $761,022 | - | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 6 | $389,397 | $167,493 | $27,916iApproximate average salary by contribution assumption: employee only about $697,888 at 4% or $465,258 at 6%; with 50% employer match about $465,258 at 4% or $310,172 at 6%; with 100% employer match about $348,944 at 4% or $232,629 at 6%. |
| 2002 | 2 | 5 | $841,114 | $194,011 | $38,802iApproximate average salary by contribution assumption: employee only about $970,055 at 4% or $646,703 at 6%; with 50% employer match about $646,703 at 4% or $431,136 at 6%; with 100% employer match about $485,027 at 4% or $323,352 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 5 | $647,103 | - | - |
| Jacobo Varon, M.D., P.A. Defined Benefit Pension Plan and Trust | - | 5 | $194,011 | $194,011 | $38,802iApproximate average salary by contribution assumption: employee only about $970,055 at 4% or $646,703 at 6%; with 50% employer match about $646,703 at 4% or $431,136 at 6%; with 100% employer match about $485,027 at 4% or $323,352 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $1,083,479 | $34,924 | $8,731iApproximate average salary by contribution assumption: employee only about $218,275 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,011 at 6%; with 100% employer match about $109,138 at 4% or $72,758 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 4 | $1,083,479 | $34,924 | $8,731iApproximate average salary by contribution assumption: employee only about $218,275 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,011 at 6%; with 100% employer match about $109,138 at 4% or $72,758 at 6%. |
| 1999 | 1 | 3 | $1,074,464 | $33,827 | $11,276iApproximate average salary by contribution assumption: employee only about $281,892 at 4% or $187,928 at 6%; with 50% employer match about $187,928 at 4% or $125,285 at 6%; with 100% employer match about $140,946 at 4% or $93,964 at 6%. |
| Jacobo Varon, M.D., P.A. Money Purchase Pension Plan | - | 3 | $1,074,464 | $33,827 | $11,276iApproximate average salary by contribution assumption: employee only about $281,892 at 4% or $187,928 at 6%; with 50% employer match about $187,928 at 4% or $125,285 at 6%; with 100% employer match about $140,946 at 4% or $93,964 at 6%. |