Civic Intelligence

James P Foley DVM PC

Plan context: James P Foley DVM PC 401 K Profit Sharing Plan Trust

EIN 86-0738657 • Scottsdale, AZ • 20 filings • 4 plans

27014 N 92nd StScottsdale, AZ 85262-9013
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$1,284,625

2023 Contributions

$1,054

Historical Graphs

Total Assets Over Time

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

$1,597,348$798,674$0200420132022YearValue
$1,284,625Latest year 2022

Participants Over Time

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

530200420132022YearValue
5Latest year 2022

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
202310$0$1,054-
James P Foley DVM PC 401 K Profit Sharing Plan Trust-0$0$1,054-
202215$1,284,625$21,298$4,260iApproximate average salary by contribution assumption: employee only about $106,490 at 4% or $70,993 at 6%; with 50% employer match about $70,993 at 4% or $47,329 at 6%; with 100% employer match about $53,245 at 4% or $35,497 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-5$1,284,625$21,298$4,260iApproximate average salary by contribution assumption: employee only about $106,490 at 4% or $70,993 at 6%; with 50% employer match about $70,993 at 4% or $47,329 at 6%; with 100% employer match about $53,245 at 4% or $35,497 at 6%.
202115$1,597,348$30,951$6,190iApproximate average salary by contribution assumption: employee only about $154,755 at 4% or $103,170 at 6%; with 50% employer match about $103,170 at 4% or $68,780 at 6%; with 100% employer match about $77,378 at 4% or $51,585 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-5$1,597,348$30,951$6,190iApproximate average salary by contribution assumption: employee only about $154,755 at 4% or $103,170 at 6%; with 50% employer match about $103,170 at 4% or $68,780 at 6%; with 100% employer match about $77,378 at 4% or $51,585 at 6%.
202015$1,323,834$29,346$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-5$1,323,834$29,346$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
201914$1,083,377$19,397$4,849iApproximate average salary by contribution assumption: employee only about $121,231 at 4% or $80,821 at 6%; with 50% employer match about $80,821 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,410 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$1,083,377$19,397$4,849iApproximate average salary by contribution assumption: employee only about $121,231 at 4% or $80,821 at 6%; with 50% employer match about $80,821 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,410 at 6%.
201814$849,324$33,703$8,426iApproximate average salary by contribution assumption: employee only about $210,644 at 4% or $140,429 at 6%; with 50% employer match about $140,429 at 4% or $93,619 at 6%; with 100% employer match about $105,322 at 4% or $70,215 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$849,324$33,703$8,426iApproximate average salary by contribution assumption: employee only about $210,644 at 4% or $140,429 at 6%; with 50% employer match about $140,429 at 4% or $93,619 at 6%; with 100% employer match about $105,322 at 4% or $70,215 at 6%.
201713$888,376$32,283$10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-3$888,376$32,283$10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%.
201614$719,108$32,980$8,245iApproximate average salary by contribution assumption: employee only about $206,125 at 4% or $137,417 at 6%; with 50% employer match about $137,417 at 4% or $91,611 at 6%; with 100% employer match about $103,063 at 4% or $68,708 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$719,108$32,980$8,245iApproximate average salary by contribution assumption: employee only about $206,125 at 4% or $137,417 at 6%; with 50% employer match about $137,417 at 4% or $91,611 at 6%; with 100% employer match about $103,063 at 4% or $68,708 at 6%.
201514$642,697$32,542$8,136iApproximate average salary by contribution assumption: employee only about $203,388 at 4% or $135,592 at 6%; with 50% employer match about $135,592 at 4% or $90,394 at 6%; with 100% employer match about $101,694 at 4% or $67,796 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$642,697$32,542$8,136iApproximate average salary by contribution assumption: employee only about $203,388 at 4% or $135,592 at 6%; with 50% employer match about $135,592 at 4% or $90,394 at 6%; with 100% employer match about $101,694 at 4% or $67,796 at 6%.
201414$610,337$32,869$8,217iApproximate average salary by contribution assumption: employee only about $205,431 at 4% or $136,954 at 6%; with 50% employer match about $136,954 at 4% or $91,303 at 6%; with 100% employer match about $102,716 at 4% or $68,477 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$610,337$32,869$8,217iApproximate average salary by contribution assumption: employee only about $205,431 at 4% or $136,954 at 6%; with 50% employer match about $136,954 at 4% or $91,303 at 6%; with 100% employer match about $102,716 at 4% or $68,477 at 6%.
201314$517,716$32,815$8,204iApproximate average salary by contribution assumption: employee only about $205,094 at 4% or $136,729 at 6%; with 50% employer match about $136,729 at 4% or $91,153 at 6%; with 100% employer match about $102,547 at 4% or $68,365 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$517,716$32,815$8,204iApproximate average salary by contribution assumption: employee only about $205,094 at 4% or $136,729 at 6%; with 50% employer match about $136,729 at 4% or $91,153 at 6%; with 100% employer match about $102,547 at 4% or $68,365 at 6%.
201214$342,315$31,603$7,901iApproximate average salary by contribution assumption: employee only about $197,519 at 4% or $131,679 at 6%; with 50% employer match about $131,679 at 4% or $87,786 at 6%; with 100% employer match about $98,759 at 4% or $65,840 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$342,315$31,603$7,901iApproximate average salary by contribution assumption: employee only about $197,519 at 4% or $131,679 at 6%; with 50% employer match about $131,679 at 4% or $87,786 at 6%; with 100% employer match about $98,759 at 4% or $65,840 at 6%.
201114$261,193$30,686$7,672iApproximate average salary by contribution assumption: employee only about $191,788 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,239 at 6%; with 100% employer match about $95,894 at 4% or $63,929 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$261,193$30,686$7,672iApproximate average salary by contribution assumption: employee only about $191,788 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,239 at 6%; with 100% employer match about $95,894 at 4% or $63,929 at 6%.
201014$234,586$31,034$7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,308 at 6%; with 50% employer match about $129,308 at 4% or $86,206 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$234,586$31,034$7,759iApproximate average salary by contribution assumption: employee only about $193,963 at 4% or $129,308 at 6%; with 50% employer match about $129,308 at 4% or $86,206 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%.
200914$170,956$29,806$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$170,956$29,806$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
200814$103,171$38,353$9,588iApproximate average salary by contribution assumption: employee only about $239,706 at 4% or $159,804 at 6%; with 50% employer match about $159,804 at 4% or $106,536 at 6%; with 100% employer match about $119,853 at 4% or $79,902 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$103,171$38,353$9,588iApproximate average salary by contribution assumption: employee only about $239,706 at 4% or $159,804 at 6%; with 50% employer match about $159,804 at 4% or $106,536 at 6%; with 100% employer match about $119,853 at 4% or $79,902 at 6%.
200714$121,790$46,536$11,634iApproximate average salary by contribution assumption: employee only about $290,850 at 4% or $193,900 at 6%; with 50% employer match about $193,900 at 4% or $129,267 at 6%; with 100% employer match about $145,425 at 4% or $96,950 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-4$121,790$46,536$11,634iApproximate average salary by contribution assumption: employee only about $290,850 at 4% or $193,900 at 6%; with 50% employer match about $193,900 at 4% or $129,267 at 6%; with 100% employer match about $145,425 at 4% or $96,950 at 6%.
200613$73,772$19,606$6,535iApproximate average salary by contribution assumption: employee only about $163,383 at 4% or $108,922 at 6%; with 50% employer match about $108,922 at 4% or $72,615 at 6%; with 100% employer match about $81,692 at 4% or $54,461 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-3$73,772$19,606$6,535iApproximate average salary by contribution assumption: employee only about $163,383 at 4% or $108,922 at 6%; with 50% employer match about $108,922 at 4% or $72,615 at 6%; with 100% employer match about $81,692 at 4% or $54,461 at 6%.
200513$49,892$38,687$12,896iApproximate average salary by contribution assumption: employee only about $322,392 at 4% or $214,928 at 6%; with 50% employer match about $214,928 at 4% or $143,285 at 6%; with 100% employer match about $161,196 at 4% or $107,464 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-3$49,892$38,687$12,896iApproximate average salary by contribution assumption: employee only about $322,392 at 4% or $214,928 at 6%; with 50% employer match about $214,928 at 4% or $143,285 at 6%; with 100% employer match about $161,196 at 4% or $107,464 at 6%.
200413$7,460$6,869$2,290iApproximate average salary by contribution assumption: employee only about $57,242 at 4% or $38,161 at 6%; with 50% employer match about $38,161 at 4% or $25,441 at 6%; with 100% employer match about $28,621 at 4% or $19,081 at 6%.
James P Foley DVM PC 401 K Profit Sharing Plan Trust-3$7,460$6,869$2,290iApproximate average salary by contribution assumption: employee only about $57,242 at 4% or $38,161 at 6%; with 50% employer match about $38,161 at 4% or $25,441 at 6%; with 100% employer match about $28,621 at 4% or $19,081 at 6%.