Steve Lovich, M.D.
Plan context: Steve Lovich, M.D. 401(K) Plan
EIN 76-0750294 • Talent, OR • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,137,311
2024 Contributions
$79,554
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 | 2 | 11 | $2,137,311 | $79,554 | $7,232iApproximate average salary by contribution assumption: employee only about $180,805 at 4% or $120,536 at 6%; with 50% employer match about $120,536 at 4% or $80,358 at 6%; with 100% employer match about $90,402 at 4% or $60,268 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 11 | $2,137,311 | $79,554 | $7,232iApproximate average salary by contribution assumption: employee only about $180,805 at 4% or $120,536 at 6%; with 50% employer match about $120,536 at 4% or $80,358 at 6%; with 100% employer match about $90,402 at 4% or $60,268 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 8 | $2,506,286 | $187,223 | $23,403iApproximate average salary by contribution assumption: employee only about $585,072 at 4% or $390,048 at 6%; with 50% employer match about $390,048 at 4% or $260,032 at 6%; with 100% employer match about $292,536 at 4% or $195,024 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 8 | $1,862,690 | $61,463 | $7,683iApproximate average salary by contribution assumption: employee only about $192,072 at 4% or $128,048 at 6%; with 50% employer match about $128,048 at 4% or $85,365 at 6%; with 100% employer match about $96,036 at 4% or $64,024 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 6 | $643,596 | $125,760 | $20,960iApproximate average salary by contribution assumption: employee only about $524,000 at 4% or $349,333 at 6%; with 50% employer match about $349,333 at 4% or $232,889 at 6%; with 100% employer match about $262,000 at 4% or $174,667 at 6%. |
| 2022 | 2 | 9 | $2,110,479 | $158,259 | $17,584iApproximate average salary by contribution assumption: employee only about $439,608 at 4% or $293,072 at 6%; with 50% employer match about $293,072 at 4% or $195,381 at 6%; with 100% employer match about $219,804 at 4% or $146,536 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 9 | $1,640,432 | $38,259 | $4,251iApproximate average salary by contribution assumption: employee only about $106,275 at 4% or $70,850 at 6%; with 50% employer match about $70,850 at 4% or $47,233 at 6%; with 100% employer match about $53,138 at 4% or $35,425 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 7 | $470,047 | $120,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| 2021 | 2 | 7 | $2,197,548 | $279,957 | $39,994iApproximate average salary by contribution assumption: employee only about $999,846 at 4% or $666,564 at 6%; with 50% employer match about $666,564 at 4% or $444,376 at 6%; with 100% employer match about $499,923 at 4% or $333,282 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 7 | $1,806,917 | $159,957 | $22,851iApproximate average salary by contribution assumption: employee only about $571,275 at 4% or $380,850 at 6%; with 50% employer match about $380,850 at 4% or $253,900 at 6%; with 100% employer match about $285,638 at 4% or $190,425 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 6 | $390,631 | $120,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 2 | 8 | $1,730,944 | $196,873 | $24,609iApproximate average salary by contribution assumption: employee only about $615,228 at 4% or $410,152 at 6%; with 50% employer match about $410,152 at 4% or $273,435 at 6%; with 100% employer match about $307,614 at 4% or $205,076 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 8 | $1,478,447 | $76,873 | $9,609iApproximate average salary by contribution assumption: employee only about $240,228 at 4% or $160,152 at 6%; with 50% employer match about $160,152 at 4% or $106,768 at 6%; with 100% employer match about $120,114 at 4% or $80,076 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 7 | $252,497 | $120,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| 2019 | 2 | 6 | $1,617,659 | $176,415 | $29,403iApproximate average salary by contribution assumption: employee only about $735,063 at 4% or $490,042 at 6%; with 50% employer match about $490,042 at 4% or $326,694 at 6%; with 100% employer match about $367,531 at 4% or $245,021 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $1,497,659 | $56,415 | $9,403iApproximate average salary by contribution assumption: employee only about $235,063 at 4% or $156,708 at 6%; with 50% employer match about $156,708 at 4% or $104,472 at 6%; with 100% employer match about $117,531 at 4% or $78,354 at 6%. |
| STEVE LOVICH MD CASH BALANCE PLAN | - | 5 | $120,000 | $120,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2018 | 1 | 6 | $1,220,123 | $99,177 | $16,530iApproximate average salary by contribution assumption: employee only about $413,238 at 4% or $275,492 at 6%; with 50% employer match about $275,492 at 4% or $183,661 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $1,220,123 | $99,177 | $16,530iApproximate average salary by contribution assumption: employee only about $413,238 at 4% or $275,492 at 6%; with 50% employer match about $275,492 at 4% or $183,661 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%. |
| 2017 | 1 | 6 | $1,196,556 | $94,943 | $15,824iApproximate average salary by contribution assumption: employee only about $395,596 at 4% or $263,731 at 6%; with 50% employer match about $263,731 at 4% or $175,820 at 6%; with 100% employer match about $197,798 at 4% or $131,865 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $1,196,556 | $94,943 | $15,824iApproximate average salary by contribution assumption: employee only about $395,596 at 4% or $263,731 at 6%; with 50% employer match about $263,731 at 4% or $175,820 at 6%; with 100% employer match about $197,798 at 4% or $131,865 at 6%. |
| 2016 | 1 | 7 | $994,175 | $95,205 | $13,601iApproximate average salary by contribution assumption: employee only about $340,018 at 4% or $226,679 at 6%; with 50% employer match about $226,679 at 4% or $151,119 at 6%; with 100% employer match about $170,009 at 4% or $113,339 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 7 | $994,175 | $95,205 | $13,601iApproximate average salary by contribution assumption: employee only about $340,018 at 4% or $226,679 at 6%; with 50% employer match about $226,679 at 4% or $151,119 at 6%; with 100% employer match about $170,009 at 4% or $113,339 at 6%. |
| 2015 | 1 | 7 | $855,890 | $96,998 | $13,857iApproximate average salary by contribution assumption: employee only about $346,421 at 4% or $230,948 at 6%; with 50% employer match about $230,948 at 4% or $153,965 at 6%; with 100% employer match about $173,211 at 4% or $115,474 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 7 | $855,890 | $96,998 | $13,857iApproximate average salary by contribution assumption: employee only about $346,421 at 4% or $230,948 at 6%; with 50% employer match about $230,948 at 4% or $153,965 at 6%; with 100% employer match about $173,211 at 4% or $115,474 at 6%. |
| 2014 | 1 | 6 | $769,271 | $93,209 | $15,535iApproximate average salary by contribution assumption: employee only about $388,371 at 4% or $258,914 at 6%; with 50% employer match about $258,914 at 4% or $172,609 at 6%; with 100% employer match about $194,185 at 4% or $129,457 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $769,271 | $93,209 | $15,535iApproximate average salary by contribution assumption: employee only about $388,371 at 4% or $258,914 at 6%; with 50% employer match about $258,914 at 4% or $172,609 at 6%; with 100% employer match about $194,185 at 4% or $129,457 at 6%. |
| 2013 | 1 | 6 | $627,343 | $96,345 | $16,058iApproximate average salary by contribution assumption: employee only about $401,438 at 4% or $267,625 at 6%; with 50% employer match about $267,625 at 4% or $178,417 at 6%; with 100% employer match about $200,719 at 4% or $133,813 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $627,343 | $96,345 | $16,058iApproximate average salary by contribution assumption: employee only about $401,438 at 4% or $267,625 at 6%; with 50% employer match about $267,625 at 4% or $178,417 at 6%; with 100% employer match about $200,719 at 4% or $133,813 at 6%. |
| 2012 | 1 | 6 | $497,106 | $61,120 | $10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 6 | $497,106 | $61,120 | $10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%. |
| 2011 | 1 | 4 | $420,148 | $60,518 | $15,130iApproximate average salary by contribution assumption: employee only about $378,238 at 4% or $252,158 at 6%; with 50% employer match about $252,158 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,079 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 4 | $420,148 | $60,518 | $15,130iApproximate average salary by contribution assumption: employee only about $378,238 at 4% or $252,158 at 6%; with 50% employer match about $252,158 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,079 at 6%. |
| 2010 | 1 | 3 | $356,307 | $7,493 | $2,498iApproximate average salary by contribution assumption: employee only about $62,442 at 4% or $41,628 at 6%; with 50% employer match about $41,628 at 4% or $27,752 at 6%; with 100% employer match about $31,221 at 4% or $20,814 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 3 | $356,307 | $7,493 | $2,498iApproximate average salary by contribution assumption: employee only about $62,442 at 4% or $41,628 at 6%; with 50% employer match about $41,628 at 4% or $27,752 at 6%; with 100% employer match about $31,221 at 4% or $20,814 at 6%. |
| 2009 | 1 | 5 | $335,586 | $61,734 | $12,347iApproximate average salary by contribution assumption: employee only about $308,670 at 4% or $205,780 at 6%; with 50% employer match about $205,780 at 4% or $137,187 at 6%; with 100% employer match about $154,335 at 4% or $102,890 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 5 | $335,586 | $61,734 | $12,347iApproximate average salary by contribution assumption: employee only about $308,670 at 4% or $205,780 at 6%; with 50% employer match about $205,780 at 4% or $137,187 at 6%; with 100% employer match about $154,335 at 4% or $102,890 at 6%. |
| 2008 | 1 | 4 | $253,361 | $67,790 | $16,948iApproximate average salary by contribution assumption: employee only about $423,688 at 4% or $282,458 at 6%; with 50% employer match about $282,458 at 4% or $188,306 at 6%; with 100% employer match about $211,844 at 4% or $141,229 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 4 | $253,361 | $67,790 | $16,948iApproximate average salary by contribution assumption: employee only about $423,688 at 4% or $282,458 at 6%; with 50% employer match about $282,458 at 4% or $188,306 at 6%; with 100% employer match about $211,844 at 4% or $141,229 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Steve Lovich, M.D. 401(K) Plan | - | 2 | - | - | - |
| 2006 | 1 | 1 | $58,566 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 1 | $58,566 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 1 | $14,000 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Steve Lovich, M.D. 401(K) Plan | - | 1 | $14,000 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |