Civic Intelligence

Marlene Joy Ph. D. PC.

Plan context: Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust

EIN 86-0834434 • Scottsdale, AZ • 23 filings • 1 plans

9278 E. Pine Valley RdScottsdale, AZ 85260
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$454,967

2021 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$672,578$336,289$0199920122021YearValue
$454,967Latest year 2021

Participants Over Time

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

320199920102021YearValue
1Latest year 2021

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
202111$454,967$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-1$454,967$0-
202012$480,091$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$480,091$0-
201912$472,603$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$472,603--
201812$441,531$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$441,531$0-
201713$459,559$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-3$459,559$0-
201613$427,407$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-3$427,407$0-
201513$667,271$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-3$667,271$0-
201412$672,578$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$672,578$0-
201312$650,045$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$650,045--
201212$624,266$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$624,266--
201112$576,709$25,000$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%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$576,709$25,000$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%.
201012$521,522$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$521,522$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200912$486,056$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$486,056$0-
200812$466,168$17,224$8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$466,168$17,224$8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%.
200712$0$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2---
200613$406,336$136,506$45,502iApproximate average salary by contribution assumption: employee only about $1,137,550 at 4% or $758,367 at 6%; with 50% employer match about $758,367 at 4% or $505,578 at 6%; with 100% employer match about $568,775 at 4% or $379,183 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-3$406,336$136,506$45,502iApproximate average salary by contribution assumption: employee only about $1,137,550 at 4% or $758,367 at 6%; with 50% employer match about $758,367 at 4% or $505,578 at 6%; with 100% employer match about $568,775 at 4% or $379,183 at 6%.
200512$237,406$51,413$25,707iApproximate average salary by contribution assumption: employee only about $642,663 at 4% or $428,442 at 6%; with 50% employer match about $428,442 at 4% or $285,628 at 6%; with 100% employer match about $321,331 at 4% or $214,221 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$237,406$51,413$25,707iApproximate average salary by contribution assumption: employee only about $642,663 at 4% or $428,442 at 6%; with 50% employer match about $428,442 at 4% or $285,628 at 6%; with 100% employer match about $321,331 at 4% or $214,221 at 6%.
200412$166,600$39,902$19,951iApproximate average salary by contribution assumption: employee only about $498,775 at 4% or $332,517 at 6%; with 50% employer match about $332,517 at 4% or $221,678 at 6%; with 100% employer match about $249,388 at 4% or $166,258 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$166,600$39,902$19,951iApproximate average salary by contribution assumption: employee only about $498,775 at 4% or $332,517 at 6%; with 50% employer match about $332,517 at 4% or $221,678 at 6%; with 100% employer match about $249,388 at 4% or $166,258 at 6%.
200312$120,406$20,780$10,390iApproximate average salary by contribution assumption: employee only about $259,750 at 4% or $173,167 at 6%; with 50% employer match about $173,167 at 4% or $115,444 at 6%; with 100% employer match about $129,875 at 4% or $86,583 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$120,406$20,780$10,390iApproximate average salary by contribution assumption: employee only about $259,750 at 4% or $173,167 at 6%; with 50% employer match about $173,167 at 4% or $115,444 at 6%; with 100% employer match about $129,875 at 4% or $86,583 at 6%.
200211$0$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-1---
200112$0$0-
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2---
200011$77,671$3,734$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-1$77,671$3,734$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
199912$73,523$13,523$6,762iApproximate average salary by contribution assumption: employee only about $169,038 at 4% or $112,692 at 6%; with 50% employer match about $112,692 at 4% or $75,128 at 6%; with 100% employer match about $84,519 at 4% or $56,346 at 6%.
Marlene Joy Ph. D. PC. Defined Benefit Pension Plan and Trust-2$73,523$13,523$6,762iApproximate average salary by contribution assumption: employee only about $169,038 at 4% or $112,692 at 6%; with 50% employer match about $112,692 at 4% or $75,128 at 6%; with 100% employer match about $84,519 at 4% or $56,346 at 6%.