Civic Intelligence

Joseph a Caplan, M.D. PC.

Plan context: Cardiac Solutions 401K Plan

EIN 86-0633950 • Peoria, AZ • 21 filings • 6 plans

13128 N 94th Dr Ste 100Peoria, AZ 85381-4252
Current Snapshot

Latest Year

2024

2024 Participants

264

2024 Assets

$7,013,657

2024 Contributions

$954,144

Historical Graphs

Total Assets Over Time

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

$7,013,657$3,506,829$0200420152024YearValue
$7,013,657Latest year 2024

Participants Over Time

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

2641320200420152024YearValue
264Latest 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
20241264$7,013,657$954,144$3,614iApproximate average salary by contribution assumption: employee only about $90,355 at 4% or $60,236 at 6%; with 50% employer match about $60,236 at 4% or $40,158 at 6%; with 100% employer match about $45,177 at 4% or $30,118 at 6%.
Cardiac Solutions 401K Plan-264$7,013,657$954,144$3,614iApproximate average salary by contribution assumption: employee only about $90,355 at 4% or $60,236 at 6%; with 50% employer match about $60,236 at 4% or $40,158 at 6%; with 100% employer match about $45,177 at 4% or $30,118 at 6%.
20231231$5,454,466$760,550$3,292iApproximate average salary by contribution assumption: employee only about $82,311 at 4% or $54,874 at 6%; with 50% employer match about $54,874 at 4% or $36,582 at 6%; with 100% employer match about $41,155 at 4% or $27,437 at 6%.
Cardiac Solutions 401K Plan-231$5,454,466$760,550$3,292iApproximate average salary by contribution assumption: employee only about $82,311 at 4% or $54,874 at 6%; with 50% employer match about $54,874 at 4% or $36,582 at 6%; with 100% employer match about $41,155 at 4% or $27,437 at 6%.
20221211$4,234,628$670,752$3,179iApproximate average salary by contribution assumption: employee only about $79,473 at 4% or $52,982 at 6%; with 50% employer match about $52,982 at 4% or $35,321 at 6%; with 100% employer match about $39,736 at 4% or $26,491 at 6%.
Cardiac Solutions 401K Plan-211$4,234,628$670,752$3,179iApproximate average salary by contribution assumption: employee only about $79,473 at 4% or $52,982 at 6%; with 50% employer match about $52,982 at 4% or $35,321 at 6%; with 100% employer match about $39,736 at 4% or $26,491 at 6%.
20211195$4,374,599$498,464$2,556iApproximate average salary by contribution assumption: employee only about $63,906 at 4% or $42,604 at 6%; with 50% employer match about $42,604 at 4% or $28,403 at 6%; with 100% employer match about $31,953 at 4% or $21,302 at 6%.
Cardiac Solutions 401K Plan-195$4,374,599$498,464$2,556iApproximate average salary by contribution assumption: employee only about $63,906 at 4% or $42,604 at 6%; with 50% employer match about $42,604 at 4% or $28,403 at 6%; with 100% employer match about $31,953 at 4% or $21,302 at 6%.
20201184$3,883,769$421,012$2,288iApproximate average salary by contribution assumption: employee only about $57,203 at 4% or $38,135 at 6%; with 50% employer match about $38,135 at 4% or $25,423 at 6%; with 100% employer match about $28,601 at 4% or $19,068 at 6%.
Cardiac Solutions 401K Plan-184$3,883,769$421,012$2,288iApproximate average salary by contribution assumption: employee only about $57,203 at 4% or $38,135 at 6%; with 50% employer match about $38,135 at 4% or $25,423 at 6%; with 100% employer match about $28,601 at 4% or $19,068 at 6%.
20191191$3,281,527$502,918$2,633iApproximate average salary by contribution assumption: employee only about $65,827 at 4% or $43,885 at 6%; with 50% employer match about $43,885 at 4% or $29,256 at 6%; with 100% employer match about $32,913 at 4% or $21,942 at 6%.
Cardiac Solutions 401K Plan-191$3,281,527$502,918$2,633iApproximate average salary by contribution assumption: employee only about $65,827 at 4% or $43,885 at 6%; with 50% employer match about $43,885 at 4% or $29,256 at 6%; with 100% employer match about $32,913 at 4% or $21,942 at 6%.
20181225$2,631,852$528,614$2,349iApproximate average salary by contribution assumption: employee only about $58,735 at 4% or $39,157 at 6%; with 50% employer match about $39,157 at 4% or $26,104 at 6%; with 100% employer match about $29,367 at 4% or $19,578 at 6%.
Cardiac Solutions 401K Plan-225$2,631,852$528,614$2,349iApproximate average salary by contribution assumption: employee only about $58,735 at 4% or $39,157 at 6%; with 50% employer match about $39,157 at 4% or $26,104 at 6%; with 100% employer match about $29,367 at 4% or $19,578 at 6%.
20171249$2,319,019$336,316$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
Cardiac Solutions 401K Plan-249$2,319,019$336,316$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
20161183$1,752,494$332,553$1,817iApproximate average salary by contribution assumption: employee only about $45,431 at 4% or $30,287 at 6%; with 50% employer match about $30,287 at 4% or $20,191 at 6%; with 100% employer match about $22,715 at 4% or $15,144 at 6%.
Cardiac Solutions 401K Plan-183$1,752,494$332,553$1,817iApproximate average salary by contribution assumption: employee only about $45,431 at 4% or $30,287 at 6%; with 50% employer match about $30,287 at 4% or $20,191 at 6%; with 100% employer match about $22,715 at 4% or $15,144 at 6%.
20151161$1,492,924$183,624$1,141iApproximate average salary by contribution assumption: employee only about $28,513 at 4% or $19,009 at 6%; with 50% employer match about $19,009 at 4% or $12,672 at 6%; with 100% employer match about $14,257 at 4% or $9,504 at 6%.
Cardiac Solutions 401K Plan-161$1,492,924$183,624$1,141iApproximate average salary by contribution assumption: employee only about $28,513 at 4% or $19,009 at 6%; with 50% employer match about $19,009 at 4% or $12,672 at 6%; with 100% employer match about $14,257 at 4% or $9,504 at 6%.
20141149$1,311,975$170,013$1,141iApproximate average salary by contribution assumption: employee only about $28,526 at 4% or $19,017 at 6%; with 50% employer match about $19,017 at 4% or $12,678 at 6%; with 100% employer match about $14,263 at 4% or $9,509 at 6%.
Cardiac Solutions 401K Plan-149$1,311,975$170,013$1,141iApproximate average salary by contribution assumption: employee only about $28,526 at 4% or $19,017 at 6%; with 50% employer match about $19,017 at 4% or $12,678 at 6%; with 100% employer match about $14,263 at 4% or $9,509 at 6%.
20131141$1,163,122$109,914$780iApproximate average salary by contribution assumption: employee only about $19,488 at 4% or $12,992 at 6%; with 50% employer match about $12,992 at 4% or $8,661 at 6%; with 100% employer match about $9,744 at 4% or $6,496 at 6%.
Cardiac Solutions 401K Plan-141$1,163,122$109,914$780iApproximate average salary by contribution assumption: employee only about $19,488 at 4% or $12,992 at 6%; with 50% employer match about $12,992 at 4% or $8,661 at 6%; with 100% employer match about $9,744 at 4% or $6,496 at 6%.
20121117$906,775$103,793$887iApproximate average salary by contribution assumption: employee only about $22,178 at 4% or $14,785 at 6%; with 50% employer match about $14,785 at 4% or $9,857 at 6%; with 100% employer match about $11,089 at 4% or $7,393 at 6%.
Cardiac Solutions 401K Plan-117$906,775$103,793$887iApproximate average salary by contribution assumption: employee only about $22,178 at 4% or $14,785 at 6%; with 50% employer match about $14,785 at 4% or $9,857 at 6%; with 100% employer match about $11,089 at 4% or $7,393 at 6%.
2011174$720,939$75,487$1,020iApproximate average salary by contribution assumption: employee only about $25,502 at 4% or $17,002 at 6%; with 50% employer match about $17,002 at 4% or $11,334 at 6%; with 100% employer match about $12,751 at 4% or $8,501 at 6%.
Cardiac Solutions 401K Plan-74$720,939$75,487$1,020iApproximate average salary by contribution assumption: employee only about $25,502 at 4% or $17,002 at 6%; with 50% employer match about $17,002 at 4% or $11,334 at 6%; with 100% employer match about $12,751 at 4% or $8,501 at 6%.
2010166$693,028$62,657$949iApproximate average salary by contribution assumption: employee only about $23,734 at 4% or $15,822 at 6%; with 50% employer match about $15,822 at 4% or $10,548 at 6%; with 100% employer match about $11,867 at 4% or $7,911 at 6%.
Cardiac Solutions 401K Plan-66$693,028$62,657$949iApproximate average salary by contribution assumption: employee only about $23,734 at 4% or $15,822 at 6%; with 50% employer match about $15,822 at 4% or $10,548 at 6%; with 100% employer match about $11,867 at 4% or $7,911 at 6%.
2009230$596,706$81,820$2,727iApproximate average salary by contribution assumption: employee only about $68,183 at 4% or $45,456 at 6%; with 50% employer match about $45,456 at 4% or $30,304 at 6%; with 100% employer match about $34,092 at 4% or $22,728 at 6%.
Cardiac Solutions 401K Plan-30$596,706$80,733$2,691iApproximate average salary by contribution assumption: employee only about $67,278 at 4% or $44,852 at 6%; with 50% employer match about $44,852 at 4% or $29,901 at 6%; with 100% employer match about $33,639 at 4% or $22,426 at 6%.
Cardiac Solutions 401K Plan-0-$1,087-
2008175$413,663$155,314$2,071iApproximate average salary by contribution assumption: employee only about $51,771 at 4% or $34,514 at 6%; with 50% employer match about $34,514 at 4% or $23,009 at 6%; with 100% employer match about $25,886 at 4% or $17,257 at 6%.
Cardiac Solutions 401K Plan-75$413,663$155,314$2,071iApproximate average salary by contribution assumption: employee only about $51,771 at 4% or $34,514 at 6%; with 50% employer match about $34,514 at 4% or $23,009 at 6%; with 100% employer match about $25,886 at 4% or $17,257 at 6%.
2006169$275,632$57,922$839iApproximate average salary by contribution assumption: employee only about $20,986 at 4% or $13,991 at 6%; with 50% employer match about $13,991 at 4% or $9,327 at 6%; with 100% employer match about $10,493 at 4% or $6,995 at 6%.
Cardiac Solutions 401K Plan-69$275,632$57,922$839iApproximate average salary by contribution assumption: employee only about $20,986 at 4% or $13,991 at 6%; with 50% employer match about $13,991 at 4% or $9,327 at 6%; with 100% employer match about $10,493 at 4% or $6,995 at 6%.
2005157$258,290$68,502$1,202iApproximate average salary by contribution assumption: employee only about $30,045 at 4% or $20,030 at 6%; with 50% employer match about $20,030 at 4% or $13,353 at 6%; with 100% employer match about $15,022 at 4% or $10,015 at 6%.
Cardiac Solutions 401K Plan-57$258,290$68,502$1,202iApproximate average salary by contribution assumption: employee only about $30,045 at 4% or $20,030 at 6%; with 50% employer match about $20,030 at 4% or $13,353 at 6%; with 100% employer match about $15,022 at 4% or $10,015 at 6%.
2004152$190,316$4,967$96iApproximate average salary by contribution assumption: employee only about $2,388 at 4% or $1,592 at 6%; with 50% employer match about $1,592 at 4% or $1,061 at 6%; with 100% employer match about $1,194 at 4% or $796 at 6%.
Cardiac Solutions 401K Plan-52$190,316$4,967$96iApproximate average salary by contribution assumption: employee only about $2,388 at 4% or $1,592 at 6%; with 50% employer match about $1,592 at 4% or $1,061 at 6%; with 100% employer match about $1,194 at 4% or $796 at 6%.