Civic Intelligence

Jurgen H. Upplegger, M.D. PC.

Plan context: Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan

EIN 85-0360516 • Albuquerque, NM • 18 filings • 5 plans

4233 Montgomery Blvd. NE, Suite 140Albuquerque, NM 87109
Current Snapshot

Latest Year

2016

2016 Participants

14

2016 Assets

$2,978,040

2016 Contributions

$69,794

Historical Graphs

Total Assets Over Time

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

$2,978,040$1,489,020$0200020092016YearValue
$2,978,040Latest year 2016

Participants Over Time

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

24120200020082016YearValue
14Latest year 2016

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
2016214$2,978,040$69,794$4,985iApproximate average salary by contribution assumption: employee only about $124,632 at 4% or $83,088 at 6%; with 50% employer match about $83,088 at 4% or $55,392 at 6%; with 100% employer match about $62,316 at 4% or $41,544 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-14$2,978,040$69,794$4,985iApproximate average salary by contribution assumption: employee only about $124,632 at 4% or $83,088 at 6%; with 50% employer match about $83,088 at 4% or $55,392 at 6%; with 100% employer match about $62,316 at 4% or $41,544 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-0$0$0-
2015119$2,933,222$117,652$6,192iApproximate average salary by contribution assumption: employee only about $154,805 at 4% or $103,204 at 6%; with 50% employer match about $103,204 at 4% or $68,802 at 6%; with 100% employer match about $77,403 at 4% or $51,602 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-19$2,933,222$117,652$6,192iApproximate average salary by contribution assumption: employee only about $154,805 at 4% or $103,204 at 6%; with 50% employer match about $103,204 at 4% or $68,802 at 6%; with 100% employer match about $77,403 at 4% or $51,602 at 6%.
2014120$2,938,818$131,587$6,579iApproximate average salary by contribution assumption: employee only about $164,484 at 4% or $109,656 at 6%; with 50% employer match about $109,656 at 4% or $73,104 at 6%; with 100% employer match about $82,242 at 4% or $54,828 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-20$2,938,818$131,587$6,579iApproximate average salary by contribution assumption: employee only about $164,484 at 4% or $109,656 at 6%; with 50% employer match about $109,656 at 4% or $73,104 at 6%; with 100% employer match about $82,242 at 4% or $54,828 at 6%.
2013124$2,842,385$182,297$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,946 at 4% or $63,298 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-24$2,842,385$182,297$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,946 at 4% or $63,298 at 6%.
2012123$2,280,955$133,045$5,785iApproximate average salary by contribution assumption: employee only about $144,614 at 4% or $96,409 at 6%; with 50% employer match about $96,409 at 4% or $64,273 at 6%; with 100% employer match about $72,307 at 4% or $48,205 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-23$2,280,955$133,045$5,785iApproximate average salary by contribution assumption: employee only about $144,614 at 4% or $96,409 at 6%; with 50% employer match about $96,409 at 4% or $64,273 at 6%; with 100% employer match about $72,307 at 4% or $48,205 at 6%.
2011122$1,924,369$130,610$5,937iApproximate average salary by contribution assumption: employee only about $148,420 at 4% or $98,947 at 6%; with 50% employer match about $98,947 at 4% or $65,965 at 6%; with 100% employer match about $74,210 at 4% or $49,473 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-22$1,924,369$130,610$5,937iApproximate average salary by contribution assumption: employee only about $148,420 at 4% or $98,947 at 6%; with 50% employer match about $98,947 at 4% or $65,965 at 6%; with 100% employer match about $74,210 at 4% or $49,473 at 6%.
2010122$1,911,643$147,573$6,708iApproximate average salary by contribution assumption: employee only about $167,697 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,848 at 4% or $55,899 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-22$1,911,643$147,573$6,708iApproximate average salary by contribution assumption: employee only about $167,697 at 4% or $111,798 at 6%; with 50% employer match about $111,798 at 4% or $74,532 at 6%; with 100% employer match about $83,848 at 4% or $55,899 at 6%.
2009122$1,628,783$171,137$7,779iApproximate average salary by contribution assumption: employee only about $194,474 at 4% or $129,649 at 6%; with 50% employer match about $129,649 at 4% or $86,433 at 6%; with 100% employer match about $97,237 at 4% or $64,825 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-22$1,628,783$171,137$7,779iApproximate average salary by contribution assumption: employee only about $194,474 at 4% or $129,649 at 6%; with 50% employer match about $129,649 at 4% or $86,433 at 6%; with 100% employer match about $97,237 at 4% or $64,825 at 6%.
2008116$1,161,158$222,489$13,906iApproximate average salary by contribution assumption: employee only about $347,639 at 4% or $231,759 at 6%; with 50% employer match about $231,759 at 4% or $154,506 at 6%; with 100% employer match about $173,820 at 4% or $115,880 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-16$1,161,158$222,489$13,906iApproximate average salary by contribution assumption: employee only about $347,639 at 4% or $231,759 at 6%; with 50% employer match about $231,759 at 4% or $154,506 at 6%; with 100% employer match about $173,820 at 4% or $115,880 at 6%.
2007115$1,420,719$183,122$12,208iApproximate average salary by contribution assumption: employee only about $305,203 at 4% or $203,469 at 6%; with 50% employer match about $203,469 at 4% or $135,646 at 6%; with 100% employer match about $152,602 at 4% or $101,734 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-15$1,420,719$183,122$12,208iApproximate average salary by contribution assumption: employee only about $305,203 at 4% or $203,469 at 6%; with 50% employer match about $203,469 at 4% or $135,646 at 6%; with 100% employer match about $152,602 at 4% or $101,734 at 6%.
2006113$1,134,330$163,288$12,561iApproximate average salary by contribution assumption: employee only about $314,015 at 4% or $209,344 at 6%; with 50% employer match about $209,344 at 4% or $139,562 at 6%; with 100% employer match about $157,008 at 4% or $104,672 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-13$1,134,330$163,288$12,561iApproximate average salary by contribution assumption: employee only about $314,015 at 4% or $209,344 at 6%; with 50% employer match about $209,344 at 4% or $139,562 at 6%; with 100% employer match about $157,008 at 4% or $104,672 at 6%.
2005111$864,474$120,224$10,929iApproximate average salary by contribution assumption: employee only about $273,236 at 4% or $182,158 at 6%; with 50% employer match about $182,158 at 4% or $121,438 at 6%; with 100% employer match about $136,618 at 4% or $91,079 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-11$864,474$120,224$10,929iApproximate average salary by contribution assumption: employee only about $273,236 at 4% or $182,158 at 6%; with 50% employer match about $182,158 at 4% or $121,438 at 6%; with 100% employer match about $136,618 at 4% or $91,079 at 6%.
2004114$754,003$142,869$10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,562 at 4% or $85,041 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-14$754,003$142,869$10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,562 at 4% or $85,041 at 6%.
2003115$544,428$145,340$9,689iApproximate average salary by contribution assumption: employee only about $242,233 at 4% or $161,489 at 6%; with 50% employer match about $161,489 at 4% or $107,659 at 6%; with 100% employer match about $121,117 at 4% or $80,744 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-15$544,428$145,340$9,689iApproximate average salary by contribution assumption: employee only about $242,233 at 4% or $161,489 at 6%; with 50% employer match about $161,489 at 4% or $107,659 at 6%; with 100% employer match about $121,117 at 4% or $80,744 at 6%.
2002114$324,635$120,090$8,578iApproximate average salary by contribution assumption: employee only about $214,446 at 4% or $142,964 at 6%; with 50% employer match about $142,964 at 4% or $95,310 at 6%; with 100% employer match about $107,223 at 4% or $71,482 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-14$324,635$120,090$8,578iApproximate average salary by contribution assumption: employee only about $214,446 at 4% or $142,964 at 6%; with 50% employer match about $142,964 at 4% or $95,310 at 6%; with 100% employer match about $107,223 at 4% or $71,482 at 6%.
2001112$0$0-
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-12---
2000110$204,979$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Jurgen H. Upplegger, M.D. PC. 401(K) Profit Sharing Plan-10$204,979$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.