Civic Intelligence

James M. Kagan, M.D. PC.

Plan context: James M. Kagan, M.D. PC. 401(K) Plan

EIN 84-1119369 • Fort Collins, CO • 6 filings • 1 plans

343 W. Drake Road, Suite 230Fort Collins, CO 80526
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$272,503

2018 Contributions

$21,684

Historical Graphs

Total Assets Over Time

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

$272,503$136,252$0201320152017YearValue
$272,503Latest year 2017

Participants Over Time

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

210201320152017YearValue
2Latest year 2017

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
201810$0$0-
James M. Kagan, M.D. PC. 401(K) Plan-0$0--
201712$272,503$21,684$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
James M. Kagan, M.D. PC. 401(K) Plan-2$272,503$21,684$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
201612$242,559$27,967$13,984iApproximate average salary by contribution assumption: employee only about $349,588 at 4% or $233,058 at 6%; with 50% employer match about $233,058 at 4% or $155,372 at 6%; with 100% employer match about $174,794 at 4% or $116,529 at 6%.
James M. Kagan, M.D. PC. 401(K) Plan-2$242,559$27,967$13,984iApproximate average salary by contribution assumption: employee only about $349,588 at 4% or $233,058 at 6%; with 50% employer match about $233,058 at 4% or $155,372 at 6%; with 100% employer match about $174,794 at 4% or $116,529 at 6%.
201512$211,502$40,156$20,078iApproximate average salary by contribution assumption: employee only about $501,950 at 4% or $334,633 at 6%; with 50% employer match about $334,633 at 4% or $223,089 at 6%; with 100% employer match about $250,975 at 4% or $167,317 at 6%.
James M. Kagan, M.D. PC. 401(K) Plan-2$211,502$40,156$20,078iApproximate average salary by contribution assumption: employee only about $501,950 at 4% or $334,633 at 6%; with 50% employer match about $334,633 at 4% or $223,089 at 6%; with 100% employer match about $250,975 at 4% or $167,317 at 6%.
201412$180,743$40,123$20,062iApproximate average salary by contribution assumption: employee only about $501,538 at 4% or $334,358 at 6%; with 50% employer match about $334,358 at 4% or $222,906 at 6%; with 100% employer match about $250,769 at 4% or $167,179 at 6%.
James M. Kagan, M.D. PC. 401(K) Plan-2$180,743$40,123$20,062iApproximate average salary by contribution assumption: employee only about $501,538 at 4% or $334,358 at 6%; with 50% employer match about $334,358 at 4% or $222,906 at 6%; with 100% employer match about $250,769 at 4% or $167,179 at 6%.
201312$142,335$94,333$47,167iApproximate average salary by contribution assumption: employee only about $1,179,163 at 4% or $786,108 at 6%; with 50% employer match about $786,108 at 4% or $524,072 at 6%; with 100% employer match about $589,581 at 4% or $393,054 at 6%.
James M. Kagan, M.D. PC. 401(K) Plan-2$142,335$94,333$47,167iApproximate average salary by contribution assumption: employee only about $1,179,163 at 4% or $786,108 at 6%; with 50% employer match about $786,108 at 4% or $524,072 at 6%; with 100% employer match about $589,581 at 4% or $393,054 at 6%.