Jeffrey Ptak, MD PC.
Plan context: JEFFREY J PTAK MD PC
EIN 86-0611306 • Scottsdale, AZ • 40 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$139,272
2024 Contributions
$23,601
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 | 3 | $139,272 | $23,601 | $7,867iApproximate average salary by contribution assumption: employee only about $196,675 at 4% or $131,117 at 6%; with 50% employer match about $131,117 at 4% or $87,411 at 6%; with 100% employer match about $98,338 at 4% or $65,558 at 6%. |
| JEFFREY J PTAK MD PC | - | 3 | $139,272 | $23,601 | $7,867iApproximate average salary by contribution assumption: employee only about $196,675 at 4% or $131,117 at 6%; with 50% employer match about $131,117 at 4% or $87,411 at 6%; with 100% employer match about $98,338 at 4% or $65,558 at 6%. |
| 2023 | 1 | 4 | $113,229 | $18,192 | $4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%. |
| JEFFREY J PTAK MD PC | - | 4 | $113,229 | $18,192 | $4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%. |
| 2022 | 1 | 3 | $89,753 | $46,737 | $15,579iApproximate average salary by contribution assumption: employee only about $389,475 at 4% or $259,650 at 6%; with 50% employer match about $259,650 at 4% or $173,100 at 6%; with 100% employer match about $194,738 at 4% or $129,825 at 6%. |
| JEFFREY J PTAK MD PC | - | 3 | $89,753 | $46,737 | $15,579iApproximate average salary by contribution assumption: employee only about $389,475 at 4% or $259,650 at 6%; with 50% employer match about $259,650 at 4% or $173,100 at 6%; with 100% employer match about $194,738 at 4% or $129,825 at 6%. |
| 2021 | 1 | 3 | $56,909 | $19,332 | $6,444iApproximate average salary by contribution assumption: employee only about $161,100 at 4% or $107,400 at 6%; with 50% employer match about $107,400 at 4% or $71,600 at 6%; with 100% employer match about $80,550 at 4% or $53,700 at 6%. |
| JEFFREY J PTAK MD PC | - | 3 | $56,909 | $19,332 | $6,444iApproximate average salary by contribution assumption: employee only about $161,100 at 4% or $107,400 at 6%; with 50% employer match about $107,400 at 4% or $71,600 at 6%; with 100% employer match about $80,550 at 4% or $53,700 at 6%. |
| 2020 | 1 | 1 | $37,289 | $33,701 | $33,701iApproximate average salary by contribution assumption: employee only about $842,525 at 4% or $561,683 at 6%; with 50% employer match about $561,683 at 4% or $374,456 at 6%; with 100% employer match about $421,263 at 4% or $280,842 at 6%. |
| JEFFREY J PTAK MD PC | - | 1 | $37,289 | $33,701 | $33,701iApproximate average salary by contribution assumption: employee only about $842,525 at 4% or $561,683 at 6%; with 50% employer match about $561,683 at 4% or $374,456 at 6%; with 100% employer match about $421,263 at 4% or $280,842 at 6%. |
| 2019 | 1 | 0 | $0 | $0 | - |
| JEFFREY J PTAK MD PC | - | 0 | $0 | - | - |
| 2017 | 1 | 1 | $1,138,042 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 1 | $1,138,042 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2016 | 1 | 2 | $1,021,174 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 2 | $1,021,174 | $0 | - |
| 2015 | 1 | 3 | $979,898 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 3 | $979,898 | $0 | - |
| 2014 | 1 | 5 | $982,432 | $725 | $145iApproximate average salary by contribution assumption: employee only about $3,625 at 4% or $2,417 at 6%; with 50% employer match about $2,417 at 4% or $1,611 at 6%; with 100% employer match about $1,813 at 4% or $1,208 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 5 | $982,432 | $725 | $145iApproximate average salary by contribution assumption: employee only about $3,625 at 4% or $2,417 at 6%; with 50% employer match about $2,417 at 4% or $1,611 at 6%; with 100% employer match about $1,813 at 4% or $1,208 at 6%. |
| 2013 | 1 | 4 | $955,760 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $955,760 | $0 | - |
| 2012 | 1 | 4 | $1,643,617 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $1,643,617 | $0 | - |
| 2011 | 1 | 4 | $1,559,199 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $1,559,199 | $0 | - |
| 2010 | 2 | 3 | $1,656,748 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 3 | $1,656,748 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 0 | $0 | - | - |
| 2009 | 3 | 4 | $1,628,530 | $8,720 | $2,180iApproximate average salary by contribution assumption: employee only about $54,500 at 4% or $36,333 at 6%; with 50% employer match about $36,333 at 4% or $24,222 at 6%; with 100% employer match about $27,250 at 4% or $18,167 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $1,494,874 | $8,720 | $2,180iApproximate average salary by contribution assumption: employee only about $54,500 at 4% or $36,333 at 6%; with 50% employer match about $36,333 at 4% or $24,222 at 6%; with 100% employer match about $27,250 at 4% or $18,167 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $66,828 | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 3 | $66,828 | - | - |
| 2008 | 2 | 9 | $1,362,545 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $1,293,272 | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $69,273 | - | - |
| 2007 | 2 | 9 | $0 | $0 | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | - | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | - | - | - |
| 2006 | 2 | 9 | $1,480,331 | $100,008 | $11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 5 | $1,409,070 | $100,008 | $20,002iApproximate average salary by contribution assumption: employee only about $500,040 at 4% or $333,360 at 6%; with 50% employer match about $333,360 at 4% or $222,240 at 6%; with 100% employer match about $250,020 at 4% or $166,680 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $71,261 | - | - |
| 2005 | 2 | 9 | $1,315,649 | $120,588 | $13,399iApproximate average salary by contribution assumption: employee only about $334,967 at 4% or $223,311 at 6%; with 50% employer match about $223,311 at 4% or $148,874 at 6%; with 100% employer match about $167,483 at 4% or $111,656 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $1,244,007 | $120,588 | $30,147iApproximate average salary by contribution assumption: employee only about $753,675 at 4% or $502,450 at 6%; with 50% employer match about $502,450 at 4% or $334,967 at 6%; with 100% employer match about $376,838 at 4% or $251,225 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $71,642 | - | - |
| 2004 | 2 | 9 | $1,156,231 | $107,128 | $11,903iApproximate average salary by contribution assumption: employee only about $297,578 at 4% or $198,385 at 6%; with 50% employer match about $198,385 at 4% or $132,257 at 6%; with 100% employer match about $148,789 at 4% or $99,193 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 3 | $1,084,422 | $107,128 | $35,709iApproximate average salary by contribution assumption: employee only about $892,733 at 4% or $595,156 at 6%; with 50% employer match about $595,156 at 4% or $396,770 at 6%; with 100% employer match about $446,367 at 4% or $297,578 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $71,809 | - | - |
| 2003 | 2 | 4 | $929,050 | $103,091 | $25,773iApproximate average salary by contribution assumption: employee only about $644,319 at 4% or $429,546 at 6%; with 50% employer match about $429,546 at 4% or $286,364 at 6%; with 100% employer match about $322,159 at 4% or $214,773 at 6%. |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 4 | $857,783 | $103,091 | $25,773iApproximate average salary by contribution assumption: employee only about $644,319 at 4% or $429,546 at 6%; with 50% employer match about $429,546 at 4% or $286,364 at 6%; with 100% employer match about $322,159 at 4% or $214,773 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 2 | $71,267 | - | - |
| 2002 | 3 | 9 | $70,316 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $70,316 | - | - |
| Jeffrey J Ptak MD PC Profit Sharing Plan | - | 0 | - | - | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 3 | - | - | - |
| 2001 | 3 | 7 | $592,342 | $0 | - |
| Jeffrey J Ptak MD PC Profit Sharing Plan | - | 3 | $521,850 | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 7 | $70,492 | - | - |
| Jeffrey J. Ptak, M.D. PC. Defined Benefit Plan | - | 3 | - | - | - |
| 2000 | 2 | 6 | $536,521 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Jeffrey J Ptak MD PC Profit Sharing Plan | - | 4 | $467,439 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 6 | $69,082 | - | - |
| 1999 | 2 | 8 | $510,015 | $50,577 | $6,322iApproximate average salary by contribution assumption: employee only about $158,053 at 4% or $105,369 at 6%; with 50% employer match about $105,369 at 4% or $70,246 at 6%; with 100% employer match about $79,027 at 4% or $52,684 at 6%. |
| Jeffrey J Ptak MD PC Profit Sharing Plan | - | 8 | $444,068 | $50,577 | $6,322iApproximate average salary by contribution assumption: employee only about $158,053 at 4% or $105,369 at 6%; with 50% employer match about $105,369 at 4% or $70,246 at 6%; with 100% employer match about $79,027 at 4% or $52,684 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 8 | $65,947 | - | - |