Civic Intelligence

DLV VISION MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Plan context: Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan

EIN 77-0546923 • Westlake Village, CA • 22 filings • 5 plans

4353 Park Terrace Dr, Suite 150Westlake Village, CA 91361
Current Snapshot

Latest Year

2021

2021 Participants

49

2021 Assets

$2,185,911

2021 Contributions

$412,930

Historical Graphs

Total Assets Over Time

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

$2,185,911$1,092,956$0200220122021YearValue
$2,185,911Latest year 2021

Participants Over Time

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

49250200120112021YearValue
49Latest year 2021

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
2021149$2,185,911$412,930$8,427iApproximate average salary by contribution assumption: employee only about $210,679 at 4% or $140,452 at 6%; with 50% employer match about $140,452 at 4% or $93,635 at 6%; with 100% employer match about $105,339 at 4% or $70,226 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-49$2,185,911$412,930$8,427iApproximate average salary by contribution assumption: employee only about $210,679 at 4% or $140,452 at 6%; with 50% employer match about $140,452 at 4% or $93,635 at 6%; with 100% employer match about $105,339 at 4% or $70,226 at 6%.
2020141$1,607,103$228,062$5,562iApproximate average salary by contribution assumption: employee only about $139,062 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,805 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-41$1,607,103$228,062$5,562iApproximate average salary by contribution assumption: employee only about $139,062 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,805 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%.
2019144$1,258,187$197,803$4,496iApproximate average salary by contribution assumption: employee only about $112,388 at 4% or $74,925 at 6%; with 50% employer match about $74,925 at 4% or $49,950 at 6%; with 100% employer match about $56,194 at 4% or $37,463 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-44$1,258,187$197,803$4,496iApproximate average salary by contribution assumption: employee only about $112,388 at 4% or $74,925 at 6%; with 50% employer match about $74,925 at 4% or $49,950 at 6%; with 100% employer match about $56,194 at 4% or $37,463 at 6%.
2018227$1,328,491$441,853$16,365iApproximate average salary by contribution assumption: employee only about $409,123 at 4% or $272,749 at 6%; with 50% employer match about $272,749 at 4% or $181,833 at 6%; with 100% employer match about $204,562 at 4% or $136,374 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-27$921,972$219,039$8,113iApproximate average salary by contribution assumption: employee only about $202,814 at 4% or $135,209 at 6%; with 50% employer match about $135,209 at 4% or $90,140 at 6%; with 100% employer match about $101,407 at 4% or $67,605 at 6%.
PAUL J. DOUGHERTY, M. D. , INC. CASH BALANCE PLAN-24$406,519$222,814$9,284iApproximate average salary by contribution assumption: employee only about $232,098 at 4% or $154,732 at 6%; with 50% employer match about $154,732 at 4% or $103,155 at 6%; with 100% employer match about $116,049 at 4% or $77,366 at 6%.
2017225$970,223$440,832$17,633iApproximate average salary by contribution assumption: employee only about $440,832 at 4% or $293,888 at 6%; with 50% employer match about $293,888 at 4% or $195,925 at 6%; with 100% employer match about $220,416 at 4% or $146,944 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-25$771,821$245,308$9,812iApproximate average salary by contribution assumption: employee only about $245,308 at 4% or $163,539 at 6%; with 50% employer match about $163,539 at 4% or $109,026 at 6%; with 100% employer match about $122,654 at 4% or $81,769 at 6%.
PAUL J. DOUGHERTY, M. D. , INC. CASH BALANCE PLAN-21$198,402$195,524$9,311iApproximate average salary by contribution assumption: employee only about $232,767 at 4% or $155,178 at 6%; with 50% employer match about $155,178 at 4% or $103,452 at 6%; with 100% employer match about $116,383 at 4% or $77,589 at 6%.
2016115$468,896$1,866$124iApproximate average salary by contribution assumption: employee only about $3,110 at 4% or $2,073 at 6%; with 50% employer match about $2,073 at 4% or $1,382 at 6%; with 100% employer match about $1,555 at 4% or $1,037 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-15$468,896$1,866$124iApproximate average salary by contribution assumption: employee only about $3,110 at 4% or $2,073 at 6%; with 50% employer match about $2,073 at 4% or $1,382 at 6%; with 100% employer match about $1,555 at 4% or $1,037 at 6%.
2015116$455,546$107,369$6,711iApproximate average salary by contribution assumption: employee only about $167,764 at 4% or $111,843 at 6%; with 50% employer match about $111,843 at 4% or $74,562 at 6%; with 100% employer match about $83,882 at 4% or $55,921 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-16$455,546$107,369$6,711iApproximate average salary by contribution assumption: employee only about $167,764 at 4% or $111,843 at 6%; with 50% employer match about $111,843 at 4% or $74,562 at 6%; with 100% employer match about $83,882 at 4% or $55,921 at 6%.
201419$348,001$73,020$8,113iApproximate average salary by contribution assumption: employee only about $202,833 at 4% or $135,222 at 6%; with 50% employer match about $135,222 at 4% or $90,148 at 6%; with 100% employer match about $101,417 at 4% or $67,611 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-9$348,001$73,020$8,113iApproximate average salary by contribution assumption: employee only about $202,833 at 4% or $135,222 at 6%; with 50% employer match about $135,222 at 4% or $90,148 at 6%; with 100% employer match about $101,417 at 4% or $67,611 at 6%.
2012113$274,345$0-
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-13$274,345--
201116$309,070$0-
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-6$309,070--
201018$691,743$17,870$2,234iApproximate average salary by contribution assumption: employee only about $55,844 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,819 at 6%; with 100% employer match about $27,922 at 4% or $18,615 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-8$691,743$17,870$2,234iApproximate average salary by contribution assumption: employee only about $55,844 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,819 at 6%; with 100% employer match about $27,922 at 4% or $18,615 at 6%.
2009114$609,962$27,880$1,991iApproximate average salary by contribution assumption: employee only about $49,786 at 4% or $33,190 at 6%; with 50% employer match about $33,190 at 4% or $22,127 at 6%; with 100% employer match about $24,893 at 4% or $16,595 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-14$609,962$27,880$1,991iApproximate average salary by contribution assumption: employee only about $49,786 at 4% or $33,190 at 6%; with 50% employer match about $33,190 at 4% or $22,127 at 6%; with 100% employer match about $24,893 at 4% or $16,595 at 6%.
2008110$0$0-
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-10---
2007113$0$0-
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-13---
2006113$547,263$125,095$9,623iApproximate average salary by contribution assumption: employee only about $240,567 at 4% or $160,378 at 6%; with 50% employer match about $160,378 at 4% or $106,919 at 6%; with 100% employer match about $120,284 at 4% or $80,189 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-13$547,263$125,095$9,623iApproximate average salary by contribution assumption: employee only about $240,567 at 4% or $160,378 at 6%; with 50% employer match about $160,378 at 4% or $106,919 at 6%; with 100% employer match about $120,284 at 4% or $80,189 at 6%.
2005113$386,563$129,608$9,970iApproximate average salary by contribution assumption: employee only about $249,246 at 4% or $166,164 at 6%; with 50% employer match about $166,164 at 4% or $110,776 at 6%; with 100% employer match about $124,623 at 4% or $83,082 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-13$386,563$129,608$9,970iApproximate average salary by contribution assumption: employee only about $249,246 at 4% or $166,164 at 6%; with 50% employer match about $166,164 at 4% or $110,776 at 6%; with 100% employer match about $124,623 at 4% or $83,082 at 6%.
200417$243,950$79,392$11,342iApproximate average salary by contribution assumption: employee only about $283,543 at 4% or $189,029 at 6%; with 50% employer match about $189,029 at 4% or $126,019 at 6%; with 100% employer match about $141,771 at 4% or $94,514 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-7$243,950$79,392$11,342iApproximate average salary by contribution assumption: employee only about $283,543 at 4% or $189,029 at 6%; with 50% employer match about $189,029 at 4% or $126,019 at 6%; with 100% employer match about $141,771 at 4% or $94,514 at 6%.
200317$147,568$58,419$8,346iApproximate average salary by contribution assumption: employee only about $208,639 at 4% or $139,093 at 6%; with 50% employer match about $139,093 at 4% or $92,729 at 6%; with 100% employer match about $104,320 at 4% or $69,546 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-7$147,568$58,419$8,346iApproximate average salary by contribution assumption: employee only about $208,639 at 4% or $139,093 at 6%; with 50% employer match about $139,093 at 4% or $92,729 at 6%; with 100% employer match about $104,320 at 4% or $69,546 at 6%.
200216$75,419$47,244$7,874iApproximate average salary by contribution assumption: employee only about $196,850 at 4% or $131,233 at 6%; with 50% employer match about $131,233 at 4% or $87,489 at 6%; with 100% employer match about $98,425 at 4% or $65,617 at 6%.
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-6$75,419$47,244$7,874iApproximate average salary by contribution assumption: employee only about $196,850 at 4% or $131,233 at 6%; with 50% employer match about $131,233 at 4% or $87,489 at 6%; with 100% employer match about $98,425 at 4% or $65,617 at 6%.
200112$0$0-
Paul J. Dougherty, M.D. Inc. 401(K) Profit Sharing Plan-2---