Civic Intelligence

Stacey Folk MD PC

Plan context: Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust

EIN 84-1556961 • Denver, CO • 31 filings • 5 plans

4700 Hale Parkway, Suite 520Denver, CO 80220-3909
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,770,487

2024 Contributions

$370,923

Historical Graphs

Total Assets Over Time

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

$5,770,487$2,885,244$0200320142024YearValue
$5,770,487Latest year 2024

Participants Over Time

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

1680200320142024YearValue
13Latest 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
2024213$5,770,487$370,923$28,533iApproximate average salary by contribution assumption: employee only about $713,313 at 4% or $475,542 at 6%; with 50% employer match about $475,542 at 4% or $317,028 at 6%; with 100% employer match about $356,657 at 4% or $237,771 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-12$4,028,519$190,923$15,910iApproximate average salary by contribution assumption: employee only about $397,756 at 4% or $265,171 at 6%; with 50% employer match about $265,171 at 4% or $176,781 at 6%; with 100% employer match about $198,878 at 4% or $132,585 at 6%.
Stacey Folk Cash Balance Plan-13$1,741,968$180,000$13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%.
2023213$4,907,574$350,488$26,961iApproximate average salary by contribution assumption: employee only about $674,015 at 4% or $449,344 at 6%; with 50% employer match about $449,344 at 4% or $299,562 at 6%; with 100% employer match about $337,008 at 4% or $224,672 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-12$3,452,525$170,488$14,207iApproximate average salary by contribution assumption: employee only about $355,183 at 4% or $236,789 at 6%; with 50% employer match about $236,789 at 4% or $157,859 at 6%; with 100% employer match about $177,592 at 4% or $118,394 at 6%.
Stacey Folk Cash Balance Plan-13$1,455,049$180,000$13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%.
2022213$4,045,396$339,431$26,110iApproximate average salary by contribution assumption: employee only about $652,752 at 4% or $435,168 at 6%; with 50% employer match about $435,168 at 4% or $290,112 at 6%; with 100% employer match about $326,376 at 4% or $217,584 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-13$2,866,612$159,431$12,264iApproximate average salary by contribution assumption: employee only about $306,598 at 4% or $204,399 at 6%; with 50% employer match about $204,399 at 4% or $136,266 at 6%; with 100% employer match about $153,299 at 4% or $102,199 at 6%.
Stacey Folk Cash Balance Plan-13$1,178,784$180,000$13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%.
2021214$4,386,987$294,776$21,055iApproximate average salary by contribution assumption: employee only about $526,386 at 4% or $350,924 at 6%; with 50% employer match about $350,924 at 4% or $233,949 at 6%; with 100% employer match about $263,193 at 4% or $175,462 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-14$3,293,333$144,776$10,341iApproximate average salary by contribution assumption: employee only about $258,529 at 4% or $172,352 at 6%; with 50% employer match about $172,352 at 4% or $114,902 at 6%; with 100% employer match about $129,264 at 4% or $86,176 at 6%.
Stacey Folk Cash Balance Plan-11$1,093,654$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2020214$3,881,743$315,543$22,539iApproximate average salary by contribution assumption: employee only about $563,470 at 4% or $375,646 at 6%; with 50% employer match about $375,646 at 4% or $250,431 at 6%; with 100% employer match about $281,735 at 4% or $187,823 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-14$2,954,250$151,543$10,825iApproximate average salary by contribution assumption: employee only about $270,613 at 4% or $180,408 at 6%; with 50% employer match about $180,408 at 4% or $120,272 at 6%; with 100% employer match about $135,306 at 4% or $90,204 at 6%.
Stacey Folk Cash Balance Plan-10$927,493$164,000$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
2019215$3,414,801$360,645$24,043iApproximate average salary by contribution assumption: employee only about $601,075 at 4% or $400,717 at 6%; with 50% employer match about $400,717 at 4% or $267,144 at 6%; with 100% employer match about $300,538 at 4% or $200,358 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-15$2,654,076$180,645$12,043iApproximate average salary by contribution assumption: employee only about $301,075 at 4% or $200,717 at 6%; with 50% employer match about $200,717 at 4% or $133,811 at 6%; with 100% employer match about $150,538 at 4% or $100,358 at 6%.
Stacey Folk Cash Balance Plan-12$760,725$180,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2018214$2,735,487$363,469$25,962iApproximate average salary by contribution assumption: employee only about $649,052 at 4% or $432,701 at 6%; with 50% employer match about $432,701 at 4% or $288,467 at 6%; with 100% employer match about $324,526 at 4% or $216,351 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-14$2,184,945$146,469$10,462iApproximate average salary by contribution assumption: employee only about $261,552 at 4% or $174,368 at 6%; with 50% employer match about $174,368 at 4% or $116,245 at 6%; with 100% employer match about $130,776 at 4% or $87,184 at 6%.
Stacey Folk Cash Balance Plan-12$550,542$217,000$18,083iApproximate average salary by contribution assumption: employee only about $452,083 at 4% or $301,389 at 6%; with 50% employer match about $301,389 at 4% or $200,926 at 6%; with 100% employer match about $226,042 at 4% or $150,694 at 6%.
2017215$2,510,006$322,382$21,492iApproximate average salary by contribution assumption: employee only about $537,303 at 4% or $358,202 at 6%; with 50% employer match about $358,202 at 4% or $238,801 at 6%; with 100% employer match about $268,652 at 4% or $179,101 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-15$2,152,619$145,382$9,692iApproximate average salary by contribution assumption: employee only about $242,303 at 4% or $161,536 at 6%; with 50% employer match about $161,536 at 4% or $107,690 at 6%; with 100% employer match about $121,152 at 4% or $80,768 at 6%.
Stacey Folk Cash Balance Plan-12$357,387$177,000$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
2016214$1,875,556$344,713$24,622iApproximate average salary by contribution assumption: employee only about $615,559 at 4% or $410,373 at 6%; with 50% employer match about $410,373 at 4% or $273,582 at 6%; with 100% employer match about $307,779 at 4% or $205,186 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-14$1,702,750$171,819$12,273iApproximate average salary by contribution assumption: employee only about $306,820 at 4% or $204,546 at 6%; with 50% employer match about $204,546 at 4% or $136,364 at 6%; with 100% employer match about $153,410 at 4% or $102,273 at 6%.
Stacey Folk Cash Balance Plan-13$172,806$172,894$13,300iApproximate average salary by contribution assumption: employee only about $332,488 at 4% or $221,659 at 6%; with 50% employer match about $221,659 at 4% or $147,773 at 6%; with 100% employer match about $166,244 at 4% or $110,829 at 6%.
2015116$1,459,263$191,044$11,940iApproximate average salary by contribution assumption: employee only about $298,506 at 4% or $199,004 at 6%; with 50% employer match about $199,004 at 4% or $132,669 at 6%; with 100% employer match about $149,253 at 4% or $99,502 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-16$1,459,263$191,044$11,940iApproximate average salary by contribution assumption: employee only about $298,506 at 4% or $199,004 at 6%; with 50% employer match about $199,004 at 4% or $132,669 at 6%; with 100% employer match about $149,253 at 4% or $99,502 at 6%.
2014113$1,279,361$180,825$13,910iApproximate average salary by contribution assumption: employee only about $347,740 at 4% or $231,827 at 6%; with 50% employer match about $231,827 at 4% or $154,551 at 6%; with 100% employer match about $173,870 at 4% or $115,913 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-13$1,279,361$180,825$13,910iApproximate average salary by contribution assumption: employee only about $347,740 at 4% or $231,827 at 6%; with 50% employer match about $231,827 at 4% or $154,551 at 6%; with 100% employer match about $173,870 at 4% or $115,913 at 6%.
2013113$1,306,834$122,201$9,400iApproximate average salary by contribution assumption: employee only about $235,002 at 4% or $156,668 at 6%; with 50% employer match about $156,668 at 4% or $104,445 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-13$1,306,834$122,201$9,400iApproximate average salary by contribution assumption: employee only about $235,002 at 4% or $156,668 at 6%; with 50% employer match about $156,668 at 4% or $104,445 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
2012112$1,015,750$101,361$8,447iApproximate average salary by contribution assumption: employee only about $211,169 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,853 at 6%; with 100% employer match about $105,584 at 4% or $70,390 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-12$1,015,750$101,361$8,447iApproximate average salary by contribution assumption: employee only about $211,169 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,853 at 6%; with 100% employer match about $105,584 at 4% or $70,390 at 6%.
201119$813,390$112,695$12,522iApproximate average salary by contribution assumption: employee only about $313,042 at 4% or $208,694 at 6%; with 50% employer match about $208,694 at 4% or $139,130 at 6%; with 100% employer match about $156,521 at 4% or $104,347 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-9$813,390$112,695$12,522iApproximate average salary by contribution assumption: employee only about $313,042 at 4% or $208,694 at 6%; with 50% employer match about $208,694 at 4% or $139,130 at 6%; with 100% employer match about $156,521 at 4% or $104,347 at 6%.
201019$745,352$122,128$13,570iApproximate average salary by contribution assumption: employee only about $339,244 at 4% or $226,163 at 6%; with 50% employer match about $226,163 at 4% or $150,775 at 6%; with 100% employer match about $169,622 at 4% or $113,081 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-9$745,352$122,128$13,570iApproximate average salary by contribution assumption: employee only about $339,244 at 4% or $226,163 at 6%; with 50% employer match about $226,163 at 4% or $150,775 at 6%; with 100% employer match about $169,622 at 4% or $113,081 at 6%.
200919$544,055$100,190$11,132iApproximate average salary by contribution assumption: employee only about $278,306 at 4% or $185,537 at 6%; with 50% employer match about $185,537 at 4% or $123,691 at 6%; with 100% employer match about $139,153 at 4% or $92,769 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-9$544,055$100,190$11,132iApproximate average salary by contribution assumption: employee only about $278,306 at 4% or $185,537 at 6%; with 50% employer match about $185,537 at 4% or $123,691 at 6%; with 100% employer match about $139,153 at 4% or $92,769 at 6%.
200817$359,874$100,752$14,393iApproximate average salary by contribution assumption: employee only about $359,829 at 4% or $239,886 at 6%; with 50% employer match about $239,886 at 4% or $159,924 at 6%; with 100% employer match about $179,914 at 4% or $119,943 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-7$359,874$100,752$14,393iApproximate average salary by contribution assumption: employee only about $359,829 at 4% or $239,886 at 6%; with 50% employer match about $239,886 at 4% or $159,924 at 6%; with 100% employer match about $179,914 at 4% or $119,943 at 6%.
200716$0$0-
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-6---
200617$257,069$81,283$11,612iApproximate average salary by contribution assumption: employee only about $290,296 at 4% or $193,531 at 6%; with 50% employer match about $193,531 at 4% or $129,021 at 6%; with 100% employer match about $145,148 at 4% or $96,765 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-7$257,069$81,283$11,612iApproximate average salary by contribution assumption: employee only about $290,296 at 4% or $193,531 at 6%; with 50% employer match about $193,531 at 4% or $129,021 at 6%; with 100% employer match about $145,148 at 4% or $96,765 at 6%.
200516$159,239$72,418$12,070iApproximate average salary by contribution assumption: employee only about $301,742 at 4% or $201,161 at 6%; with 50% employer match about $201,161 at 4% or $134,107 at 6%; with 100% employer match about $150,871 at 4% or $100,581 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-6$159,239$72,418$12,070iApproximate average salary by contribution assumption: employee only about $301,742 at 4% or $201,161 at 6%; with 50% employer match about $201,161 at 4% or $134,107 at 6%; with 100% employer match about $150,871 at 4% or $100,581 at 6%.
200416$88,927$62,134$10,356iApproximate average salary by contribution assumption: employee only about $258,892 at 4% or $172,594 at 6%; with 50% employer match about $172,594 at 4% or $115,063 at 6%; with 100% employer match about $129,446 at 4% or $86,297 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-6$88,927$62,134$10,356iApproximate average salary by contribution assumption: employee only about $258,892 at 4% or $172,594 at 6%; with 50% employer match about $172,594 at 4% or $115,063 at 6%; with 100% employer match about $129,446 at 4% or $86,297 at 6%.
200314$22,971$22,541$5,635iApproximate average salary by contribution assumption: employee only about $140,881 at 4% or $93,921 at 6%; with 50% employer match about $93,921 at 4% or $62,614 at 6%; with 100% employer match about $70,441 at 4% or $46,960 at 6%.
Stacey Folk MD PC 401(K) Profit Sharing Plan & Trust-4$22,971$22,541$5,635iApproximate average salary by contribution assumption: employee only about $140,881 at 4% or $93,921 at 6%; with 50% employer match about $93,921 at 4% or $62,614 at 6%; with 100% employer match about $70,441 at 4% or $46,960 at 6%.