Phoenix Ophthalmologists, P.A.
Plan context: Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust
EIN 86-0220938 • Phoenix, AZ • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$2,157,847
2024 Contributions
$120,649
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 | 1 | 24 | $2,157,847 | $120,649 | $5,027iApproximate average salary by contribution assumption: employee only about $125,676 at 4% or $83,784 at 6%; with 50% employer match about $83,784 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 24 | $2,157,847 | $120,649 | $5,027iApproximate average salary by contribution assumption: employee only about $125,676 at 4% or $83,784 at 6%; with 50% employer match about $83,784 at 4% or $55,856 at 6%; with 100% employer match about $62,838 at 4% or $41,892 at 6%. |
| 2023 | 1 | 23 | $1,810,395 | $128,570 | $5,590iApproximate average salary by contribution assumption: employee only about $139,750 at 4% or $93,167 at 6%; with 50% employer match about $93,167 at 4% or $62,111 at 6%; with 100% employer match about $69,875 at 4% or $46,583 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 23 | $1,810,395 | $128,570 | $5,590iApproximate average salary by contribution assumption: employee only about $139,750 at 4% or $93,167 at 6%; with 50% employer match about $93,167 at 4% or $62,111 at 6%; with 100% employer match about $69,875 at 4% or $46,583 at 6%. |
| 2022 | 1 | 20 | $1,463,846 | $117,544 | $5,877iApproximate average salary by contribution assumption: employee only about $146,930 at 4% or $97,953 at 6%; with 50% employer match about $97,953 at 4% or $65,302 at 6%; with 100% employer match about $73,465 at 4% or $48,977 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 20 | $1,463,846 | $117,544 | $5,877iApproximate average salary by contribution assumption: employee only about $146,930 at 4% or $97,953 at 6%; with 50% employer match about $97,953 at 4% or $65,302 at 6%; with 100% employer match about $73,465 at 4% or $48,977 at 6%. |
| 2021 | 1 | 19 | $1,213,735 | $99,999 | $5,263iApproximate average salary by contribution assumption: employee only about $131,578 at 4% or $87,718 at 6%; with 50% employer match about $87,718 at 4% or $58,479 at 6%; with 100% employer match about $65,789 at 4% or $43,859 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 19 | $1,213,735 | $99,999 | $5,263iApproximate average salary by contribution assumption: employee only about $131,578 at 4% or $87,718 at 6%; with 50% employer match about $87,718 at 4% or $58,479 at 6%; with 100% employer match about $65,789 at 4% or $43,859 at 6%. |
| 2020 | 1 | 10 | $1,343,108 | $59,186 | $5,919iApproximate average salary by contribution assumption: employee only about $147,965 at 4% or $98,643 at 6%; with 50% employer match about $98,643 at 4% or $65,762 at 6%; with 100% employer match about $73,983 at 4% or $49,322 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 10 | $1,343,108 | $59,186 | $5,919iApproximate average salary by contribution assumption: employee only about $147,965 at 4% or $98,643 at 6%; with 50% employer match about $98,643 at 4% or $65,762 at 6%; with 100% employer match about $73,983 at 4% or $49,322 at 6%. |
| 2019 | 1 | 11 | $975,095 | $103,118 | $9,374iApproximate average salary by contribution assumption: employee only about $234,359 at 4% or $156,239 at 6%; with 50% employer match about $156,239 at 4% or $104,160 at 6%; with 100% employer match about $117,180 at 4% or $78,120 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 11 | $975,095 | $103,118 | $9,374iApproximate average salary by contribution assumption: employee only about $234,359 at 4% or $156,239 at 6%; with 50% employer match about $156,239 at 4% or $104,160 at 6%; with 100% employer match about $117,180 at 4% or $78,120 at 6%. |
| 2018 | 1 | 9 | $845,159 | $94,155 | $10,462iApproximate average salary by contribution assumption: employee only about $261,542 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 9 | $845,159 | $94,155 | $10,462iApproximate average salary by contribution assumption: employee only about $261,542 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| 2017 | 1 | 1 | $706,147 | $29,695 | $29,695iApproximate average salary by contribution assumption: employee only about $742,375 at 4% or $494,917 at 6%; with 50% employer match about $494,917 at 4% or $329,944 at 6%; with 100% employer match about $371,188 at 4% or $247,458 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 1 | $706,147 | $29,695 | $29,695iApproximate average salary by contribution assumption: employee only about $742,375 at 4% or $494,917 at 6%; with 50% employer match about $494,917 at 4% or $329,944 at 6%; with 100% employer match about $371,188 at 4% or $247,458 at 6%. |
| 2016 | 1 | 10 | $646,937 | $107,481 | $10,748iApproximate average salary by contribution assumption: employee only about $268,703 at 4% or $179,135 at 6%; with 50% employer match about $179,135 at 4% or $119,423 at 6%; with 100% employer match about $134,351 at 4% or $89,568 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 10 | $646,937 | $107,481 | $10,748iApproximate average salary by contribution assumption: employee only about $268,703 at 4% or $179,135 at 6%; with 50% employer match about $179,135 at 4% or $119,423 at 6%; with 100% employer match about $134,351 at 4% or $89,568 at 6%. |
| 2015 | 1 | 7 | $563,111 | $24,793 | $3,542iApproximate average salary by contribution assumption: employee only about $88,546 at 4% or $59,031 at 6%; with 50% employer match about $59,031 at 4% or $39,354 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 7 | $563,111 | $24,793 | $3,542iApproximate average salary by contribution assumption: employee only about $88,546 at 4% or $59,031 at 6%; with 50% employer match about $59,031 at 4% or $39,354 at 6%; with 100% employer match about $44,273 at 4% or $29,515 at 6%. |
| 2014 | 1 | 8 | $565,938 | $91,036 | $11,380iApproximate average salary by contribution assumption: employee only about $284,488 at 4% or $189,658 at 6%; with 50% employer match about $189,658 at 4% or $126,439 at 6%; with 100% employer match about $142,244 at 4% or $94,829 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 8 | $565,938 | $91,036 | $11,380iApproximate average salary by contribution assumption: employee only about $284,488 at 4% or $189,658 at 6%; with 50% employer match about $189,658 at 4% or $126,439 at 6%; with 100% employer match about $142,244 at 4% or $94,829 at 6%. |
| 2013 | 1 | 12 | $2,937,163 | $80,175 | $6,681iApproximate average salary by contribution assumption: employee only about $167,031 at 4% or $111,354 at 6%; with 50% employer match about $111,354 at 4% or $74,236 at 6%; with 100% employer match about $83,516 at 4% or $55,677 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 12 | $2,937,163 | $80,175 | $6,681iApproximate average salary by contribution assumption: employee only about $167,031 at 4% or $111,354 at 6%; with 50% employer match about $111,354 at 4% or $74,236 at 6%; with 100% employer match about $83,516 at 4% or $55,677 at 6%. |
| 2012 | 1 | 12 | $2,570,195 | $78,515 | $6,543iApproximate average salary by contribution assumption: employee only about $163,573 at 4% or $109,049 at 6%; with 50% employer match about $109,049 at 4% or $72,699 at 6%; with 100% employer match about $81,786 at 4% or $54,524 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 12 | $2,570,195 | $78,515 | $6,543iApproximate average salary by contribution assumption: employee only about $163,573 at 4% or $109,049 at 6%; with 50% employer match about $109,049 at 4% or $72,699 at 6%; with 100% employer match about $81,786 at 4% or $54,524 at 6%. |
| 2011 | 1 | 10 | $2,450,005 | $75,162 | $7,516iApproximate average salary by contribution assumption: employee only about $187,905 at 4% or $125,270 at 6%; with 50% employer match about $125,270 at 4% or $83,513 at 6%; with 100% employer match about $93,953 at 4% or $62,635 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 10 | $2,450,005 | $75,162 | $7,516iApproximate average salary by contribution assumption: employee only about $187,905 at 4% or $125,270 at 6%; with 50% employer match about $125,270 at 4% or $83,513 at 6%; with 100% employer match about $93,953 at 4% or $62,635 at 6%. |
| 2010 | 1 | 9 | $2,406,254 | $79,572 | $8,841iApproximate average salary by contribution assumption: employee only about $221,033 at 4% or $147,356 at 6%; with 50% employer match about $147,356 at 4% or $98,237 at 6%; with 100% employer match about $110,517 at 4% or $73,678 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 9 | $2,406,254 | $79,572 | $8,841iApproximate average salary by contribution assumption: employee only about $221,033 at 4% or $147,356 at 6%; with 50% employer match about $147,356 at 4% or $98,237 at 6%; with 100% employer match about $110,517 at 4% or $73,678 at 6%. |
| 2009 | 1 | 11 | $2,211,266 | $66,317 | $6,029iApproximate average salary by contribution assumption: employee only about $150,720 at 4% or $100,480 at 6%; with 50% employer match about $100,480 at 4% or $66,987 at 6%; with 100% employer match about $75,360 at 4% or $50,240 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 11 | $2,211,266 | $66,317 | $6,029iApproximate average salary by contribution assumption: employee only about $150,720 at 4% or $100,480 at 6%; with 50% employer match about $100,480 at 4% or $66,987 at 6%; with 100% employer match about $75,360 at 4% or $50,240 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 11 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 11 | - | - | - |
| 2005 | 1 | 10 | $2,279,845 | $75,878 | $7,588iApproximate average salary by contribution assumption: employee only about $189,695 at 4% or $126,463 at 6%; with 50% employer match about $126,463 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 10 | $2,279,845 | $75,878 | $7,588iApproximate average salary by contribution assumption: employee only about $189,695 at 4% or $126,463 at 6%; with 50% employer match about $126,463 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%. |
| 2004 | 1 | 13 | $2,108,690 | $82,442 | $6,342iApproximate average salary by contribution assumption: employee only about $158,542 at 4% or $105,695 at 6%; with 50% employer match about $105,695 at 4% or $70,463 at 6%; with 100% employer match about $79,271 at 4% or $52,847 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 13 | $2,108,690 | $82,442 | $6,342iApproximate average salary by contribution assumption: employee only about $158,542 at 4% or $105,695 at 6%; with 50% employer match about $105,695 at 4% or $70,463 at 6%; with 100% employer match about $79,271 at 4% or $52,847 at 6%. |
| 2003 | 1 | 13 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 2002 | 1 | 12 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 12 | - | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2000 | 2 | 13 | $0 | $0 | - |
| Phoenix Ophthalmologists, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 13 | - | - | - |
| 1999 | 2 | 14 | $2,162,712 | $48,208 | $3,443iApproximate average salary by contribution assumption: employee only about $86,086 at 4% or $57,390 at 6%; with 50% employer match about $57,390 at 4% or $38,260 at 6%; with 100% employer match about $43,043 at 4% or $28,695 at 6%. |
| Phoenix Ophthalmologists, P.A. Profit Sharing Plan and Trust | - | 14 | $2,019,432 | $48,208 | $3,443iApproximate average salary by contribution assumption: employee only about $86,086 at 4% or $57,390 at 6%; with 50% employer match about $57,390 at 4% or $38,260 at 6%; with 100% employer match about $43,043 at 4% or $28,695 at 6%. |
| Phoenix Ophthalmologists, P.A. Money Purchase Pension Plan | - | 14 | $143,280 | - | - |