Civic Intelligence

Agave Surgical Associates PC.

Plan context: Agave Surgical Associates PC. 401(K) Plan

EIN 86-0938962 • Tucson, AZ • 50 filings • 8 plans

5240 E. Knight Drive Suite 116Tucson, AZ 85712
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,106,798

2024 Contributions

$223,186

Historical Graphs

Total Assets Over Time

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

$4,597,361$2,298,681$0200020122024YearValue
$3,106,798Latest year 2024

Participants Over Time

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

28140200020122024YearValue
16Latest 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
2024116$3,106,798$223,186$13,949iApproximate average salary by contribution assumption: employee only about $348,728 at 4% or $232,485 at 6%; with 50% employer match about $232,485 at 4% or $154,990 at 6%; with 100% employer match about $174,364 at 4% or $116,243 at 6%.
Agave Surgical Associates PC. 401(K) Plan-16$3,106,798$223,186$13,949iApproximate average salary by contribution assumption: employee only about $348,728 at 4% or $232,485 at 6%; with 50% employer match about $232,485 at 4% or $154,990 at 6%; with 100% employer match about $174,364 at 4% or $116,243 at 6%.
2023121$4,597,361$257,616$12,267iApproximate average salary by contribution assumption: employee only about $306,686 at 4% or $204,457 at 6%; with 50% employer match about $204,457 at 4% or $136,305 at 6%; with 100% employer match about $153,343 at 4% or $102,229 at 6%.
Agave Surgical Associates PC. 401(K) Plan-21$4,597,361$257,616$12,267iApproximate average salary by contribution assumption: employee only about $306,686 at 4% or $204,457 at 6%; with 50% employer match about $204,457 at 4% or $136,305 at 6%; with 100% employer match about $153,343 at 4% or $102,229 at 6%.
2022126$3,735,016$244,362$9,399iApproximate average salary by contribution assumption: employee only about $234,963 at 4% or $156,642 at 6%; with 50% employer match about $156,642 at 4% or $104,428 at 6%; with 100% employer match about $117,482 at 4% or $78,321 at 6%.
Agave Surgical Associates PC. 401(K) Plan-26$3,735,016$244,362$9,399iApproximate average salary by contribution assumption: employee only about $234,963 at 4% or $156,642 at 6%; with 50% employer match about $156,642 at 4% or $104,428 at 6%; with 100% employer match about $117,482 at 4% or $78,321 at 6%.
2021128$4,255,613$243,037$8,680iApproximate average salary by contribution assumption: employee only about $216,997 at 4% or $144,665 at 6%; with 50% employer match about $144,665 at 4% or $96,443 at 6%; with 100% employer match about $108,499 at 4% or $72,332 at 6%.
Agave Surgical Associates PC. 401(K) Plan-28$4,255,613$243,037$8,680iApproximate average salary by contribution assumption: employee only about $216,997 at 4% or $144,665 at 6%; with 50% employer match about $144,665 at 4% or $96,443 at 6%; with 100% employer match about $108,499 at 4% or $72,332 at 6%.
2020124$3,752,248$218,421$9,101iApproximate average salary by contribution assumption: employee only about $227,522 at 4% or $151,681 at 6%; with 50% employer match about $151,681 at 4% or $101,121 at 6%; with 100% employer match about $113,761 at 4% or $75,841 at 6%.
Agave Surgical Associates PC. 401(K) Plan-24$3,752,248$218,421$9,101iApproximate average salary by contribution assumption: employee only about $227,522 at 4% or $151,681 at 6%; with 50% employer match about $151,681 at 4% or $101,121 at 6%; with 100% employer match about $113,761 at 4% or $75,841 at 6%.
2019117$2,981,307$203,692$11,982iApproximate average salary by contribution assumption: employee only about $299,547 at 4% or $199,698 at 6%; with 50% employer match about $199,698 at 4% or $133,132 at 6%; with 100% employer match about $149,774 at 4% or $99,849 at 6%.
Agave Surgical Associates PC. 401(K) Plan-17$2,981,307$203,692$11,982iApproximate average salary by contribution assumption: employee only about $299,547 at 4% or $199,698 at 6%; with 50% employer match about $199,698 at 4% or $133,132 at 6%; with 100% employer match about $149,774 at 4% or $99,849 at 6%.
2018115$2,506,710$199,119$13,275iApproximate average salary by contribution assumption: employee only about $331,865 at 4% or $221,243 at 6%; with 50% employer match about $221,243 at 4% or $147,496 at 6%; with 100% employer match about $165,933 at 4% or $110,622 at 6%.
Agave Surgical Associates PC. 401(K) Plan-15$2,506,710$199,119$13,275iApproximate average salary by contribution assumption: employee only about $331,865 at 4% or $221,243 at 6%; with 50% employer match about $221,243 at 4% or $147,496 at 6%; with 100% employer match about $165,933 at 4% or $110,622 at 6%.
2017117$3,191,824$210,055$12,356iApproximate average salary by contribution assumption: employee only about $308,904 at 4% or $205,936 at 6%; with 50% employer match about $205,936 at 4% or $137,291 at 6%; with 100% employer match about $154,452 at 4% or $102,968 at 6%.
Agave Surgical Associates PC. 401(K) Plan-17$3,191,824$210,055$12,356iApproximate average salary by contribution assumption: employee only about $308,904 at 4% or $205,936 at 6%; with 50% employer match about $205,936 at 4% or $137,291 at 6%; with 100% employer match about $154,452 at 4% or $102,968 at 6%.
2016120$3,106,487$450,360$22,518iApproximate average salary by contribution assumption: employee only about $562,950 at 4% or $375,300 at 6%; with 50% employer match about $375,300 at 4% or $250,200 at 6%; with 100% employer match about $281,475 at 4% or $187,650 at 6%.
Agave Surgical Associates PC. 401(K) Plan-20$3,106,487$450,360$22,518iApproximate average salary by contribution assumption: employee only about $562,950 at 4% or $375,300 at 6%; with 50% employer match about $375,300 at 4% or $250,200 at 6%; with 100% employer match about $281,475 at 4% or $187,650 at 6%.
2015213$2,848,273$282,201$21,708iApproximate average salary by contribution assumption: employee only about $542,694 at 4% or $361,796 at 6%; with 50% employer match about $361,796 at 4% or $241,197 at 6%; with 100% employer match about $271,347 at 4% or $180,898 at 6%.
Agave Surgical Associates PC. 401(K) Plan-13$2,671,340$282,201$21,708iApproximate average salary by contribution assumption: employee only about $542,694 at 4% or $361,796 at 6%; with 50% employer match about $361,796 at 4% or $241,197 at 6%; with 100% employer match about $271,347 at 4% or $180,898 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-1$176,933--
2014213$2,920,373$199,600$15,354iApproximate average salary by contribution assumption: employee only about $383,846 at 4% or $255,897 at 6%; with 50% employer match about $255,897 at 4% or $170,598 at 6%; with 100% employer match about $191,923 at 4% or $127,949 at 6%.
Agave Surgical Associates PC. 401(K) Plan-13$2,533,222$178,250$13,712iApproximate average salary by contribution assumption: employee only about $342,788 at 4% or $228,526 at 6%; with 50% employer match about $228,526 at 4% or $152,350 at 6%; with 100% employer match about $171,394 at 4% or $114,263 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-8$387,151$21,350$2,669iApproximate average salary by contribution assumption: employee only about $66,719 at 4% or $44,479 at 6%; with 50% employer match about $44,479 at 4% or $29,653 at 6%; with 100% employer match about $33,359 at 4% or $22,240 at 6%.
2013212$2,882,268$234,245$19,520iApproximate average salary by contribution assumption: employee only about $488,010 at 4% or $325,340 at 6%; with 50% employer match about $325,340 at 4% or $216,894 at 6%; with 100% employer match about $244,005 at 4% or $162,670 at 6%.
Agave Surgical Associates PC. 401(K) Plan-12$2,390,021$234,245$19,520iApproximate average salary by contribution assumption: employee only about $488,010 at 4% or $325,340 at 6%; with 50% employer match about $325,340 at 4% or $216,894 at 6%; with 100% employer match about $244,005 at 4% or $162,670 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-12$492,247--
2012219$2,862,150$233,608$12,295iApproximate average salary by contribution assumption: employee only about $307,379 at 4% or $204,919 at 6%; with 50% employer match about $204,919 at 4% or $136,613 at 6%; with 100% employer match about $153,689 at 4% or $102,460 at 6%.
Agave Surgical Associates PC. 401(K) Plan-19$2,297,902$233,608$12,295iApproximate average salary by contribution assumption: employee only about $307,379 at 4% or $204,919 at 6%; with 50% employer match about $204,919 at 4% or $136,613 at 6%; with 100% employer match about $153,689 at 4% or $102,460 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-14$564,248$0-
2011217$2,642,327$123,884$7,287iApproximate average salary by contribution assumption: employee only about $182,182 at 4% or $121,455 at 6%; with 50% employer match about $121,455 at 4% or $80,970 at 6%; with 100% employer match about $91,091 at 4% or $60,727 at 6%.
Agave Surgical Associates PC. 401(K) Plan-17$2,071,312$123,884$7,287iApproximate average salary by contribution assumption: employee only about $182,182 at 4% or $121,455 at 6%; with 50% employer match about $121,455 at 4% or $80,970 at 6%; with 100% employer match about $91,091 at 4% or $60,727 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-14$571,015--
2010317$2,623,116$238,116$14,007iApproximate average salary by contribution assumption: employee only about $350,171 at 4% or $233,447 at 6%; with 50% employer match about $233,447 at 4% or $155,631 at 6%; with 100% employer match about $175,085 at 4% or $116,724 at 6%.
Agave Surgical Associates PC. 401(K) Plan-16$2,018,717$118,994$7,437iApproximate average salary by contribution assumption: employee only about $185,928 at 4% or $123,952 at 6%; with 50% employer match about $123,952 at 4% or $82,635 at 6%; with 100% employer match about $92,964 at 4% or $61,976 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-17$604,399$72,884$4,287iApproximate average salary by contribution assumption: employee only about $107,182 at 4% or $71,455 at 6%; with 50% employer match about $71,455 at 4% or $47,637 at 6%; with 100% employer match about $53,591 at 4% or $35,727 at 6%.
AGAVE SURGICAL ASSOCIATES, P.C. MONEY PURCHASE PENSION PLAN-0$0$46,238-
2009314$2,147,152$452,619$32,330iApproximate average salary by contribution assumption: employee only about $808,248 at 4% or $538,832 at 6%; with 50% employer match about $538,832 at 4% or $359,221 at 6%; with 100% employer match about $404,124 at 4% or $269,416 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-12$1,314,624$309,094$25,758iApproximate average salary by contribution assumption: employee only about $643,946 at 4% or $429,297 at 6%; with 50% employer match about $429,297 at 4% or $286,198 at 6%; with 100% employer match about $321,973 at 4% or $214,649 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-13$466,543$72,170$5,552iApproximate average salary by contribution assumption: employee only about $138,788 at 4% or $92,526 at 6%; with 50% employer match about $92,526 at 4% or $61,684 at 6%; with 100% employer match about $69,394 at 4% or $46,263 at 6%.
Agave Surgical Associates PC. 401(K) Plan-14$365,985$71,355$5,097iApproximate average salary by contribution assumption: employee only about $127,420 at 4% or $84,946 at 6%; with 50% employer match about $84,946 at 4% or $56,631 at 6%; with 100% employer match about $63,710 at 4% or $42,473 at 6%.
2008312$1,638,129$263,598$21,967iApproximate average salary by contribution assumption: employee only about $549,163 at 4% or $366,108 at 6%; with 50% employer match about $366,108 at 4% or $244,072 at 6%; with 100% employer match about $274,581 at 4% or $183,054 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-11$1,013,241$143,983$13,089iApproximate average salary by contribution assumption: employee only about $327,234 at 4% or $218,156 at 6%; with 50% employer match about $218,156 at 4% or $145,437 at 6%; with 100% employer match about $163,617 at 4% or $109,078 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-11$335,291$65,198$5,927iApproximate average salary by contribution assumption: employee only about $148,177 at 4% or $98,785 at 6%; with 50% employer match about $98,785 at 4% or $65,857 at 6%; with 100% employer match about $74,089 at 4% or $49,392 at 6%.
Agave Surgical Associates PC. 401(K) Plan-12$289,597$54,417$4,535iApproximate average salary by contribution assumption: employee only about $113,369 at 4% or $75,579 at 6%; with 50% employer match about $75,579 at 4% or $50,386 at 6%; with 100% employer match about $56,684 at 4% or $37,790 at 6%.
200737$1,596,818$204,652$29,236iApproximate average salary by contribution assumption: employee only about $730,900 at 4% or $487,267 at 6%; with 50% employer match about $487,267 at 4% or $324,844 at 6%; with 100% employer match about $365,450 at 4% or $243,633 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-6$988,351$94,239$15,707iApproximate average salary by contribution assumption: employee only about $392,663 at 4% or $261,775 at 6%; with 50% employer match about $261,775 at 4% or $174,517 at 6%; with 100% employer match about $196,331 at 4% or $130,888 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-6$380,131$64,524$10,754iApproximate average salary by contribution assumption: employee only about $268,850 at 4% or $179,233 at 6%; with 50% employer match about $179,233 at 4% or $119,489 at 6%; with 100% employer match about $134,425 at 4% or $89,617 at 6%.
Agave Surgical Associates PC. 401(K) Plan-7$228,336$45,889$6,556iApproximate average salary by contribution assumption: employee only about $163,889 at 4% or $109,260 at 6%; with 50% employer match about $109,260 at 4% or $72,840 at 6%; with 100% employer match about $81,945 at 4% or $54,630 at 6%.
200638$1,364,955$200,009$25,001iApproximate average salary by contribution assumption: employee only about $625,028 at 4% or $416,685 at 6%; with 50% employer match about $416,685 at 4% or $277,790 at 6%; with 100% employer match about $312,514 at 4% or $208,343 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-7$883,904$97,635$13,948iApproximate average salary by contribution assumption: employee only about $348,696 at 4% or $232,464 at 6%; with 50% employer match about $232,464 at 4% or $154,976 at 6%; with 100% employer match about $174,348 at 4% or $116,232 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-7$292,228$56,984$8,141iApproximate average salary by contribution assumption: employee only about $203,514 at 4% or $135,676 at 6%; with 50% employer match about $135,676 at 4% or $90,451 at 6%; with 100% employer match about $101,757 at 4% or $67,838 at 6%.
Agave Surgical Associates PC. 401(K) Plan-8$188,823$45,390$5,674iApproximate average salary by contribution assumption: employee only about $141,844 at 4% or $94,563 at 6%; with 50% employer match about $94,563 at 4% or $63,042 at 6%; with 100% employer match about $70,922 at 4% or $47,281 at 6%.
200538$1,145,196$175,696$21,962iApproximate average salary by contribution assumption: employee only about $549,050 at 4% or $366,033 at 6%; with 50% employer match about $366,033 at 4% or $244,022 at 6%; with 100% employer match about $274,525 at 4% or $183,017 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-7$748,310$87,883$12,555iApproximate average salary by contribution assumption: employee only about $313,868 at 4% or $209,245 at 6%; with 50% employer match about $209,245 at 4% or $139,497 at 6%; with 100% employer match about $156,934 at 4% or $104,623 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-7$228,253$51,462$7,352iApproximate average salary by contribution assumption: employee only about $183,793 at 4% or $122,529 at 6%; with 50% employer match about $122,529 at 4% or $81,686 at 6%; with 100% employer match about $91,896 at 4% or $61,264 at 6%.
Agave Surgical Associates PC. 401(K) Plan-8$168,633$36,351$4,544iApproximate average salary by contribution assumption: employee only about $113,597 at 4% or $75,731 at 6%; with 50% employer match about $75,731 at 4% or $50,488 at 6%; with 100% employer match about $56,798 at 4% or $37,866 at 6%.
200436$911,004$161,467$26,911iApproximate average salary by contribution assumption: employee only about $672,779 at 4% or $448,519 at 6%; with 50% employer match about $448,519 at 4% or $299,013 at 6%; with 100% employer match about $336,390 at 4% or $224,260 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-5$608,539$81,139$16,228iApproximate average salary by contribution assumption: employee only about $405,695 at 4% or $270,463 at 6%; with 50% employer match about $270,463 at 4% or $180,309 at 6%; with 100% employer match about $202,848 at 4% or $135,232 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-5$172,444$41,463$8,293iApproximate average salary by contribution assumption: employee only about $207,315 at 4% or $138,210 at 6%; with 50% employer match about $138,210 at 4% or $92,140 at 6%; with 100% employer match about $103,658 at 4% or $69,105 at 6%.
Agave Surgical Associates PC. 401(K) Plan-6$130,021$38,865$6,478iApproximate average salary by contribution assumption: employee only about $161,938 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
200337$217,012$94,751$13,536iApproximate average salary by contribution assumption: employee only about $338,396 at 4% or $225,598 at 6%; with 50% employer match about $225,598 at 4% or $150,398 at 6%; with 100% employer match about $169,198 at 4% or $112,799 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-5$127,037$47,668$9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%.
Agave Surgical Associates PC. 401(K) Plan-7$89,975$47,083$6,726iApproximate average salary by contribution assumption: employee only about $168,154 at 4% or $112,102 at 6%; with 50% employer match about $112,102 at 4% or $74,735 at 6%; with 100% employer match about $84,077 at 4% or $56,051 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN-5---
200238$549,984$189,646$23,706iApproximate average salary by contribution assumption: employee only about $592,644 at 4% or $395,096 at 6%; with 50% employer match about $395,096 at 4% or $263,397 at 6%; with 100% employer match about $296,322 at 4% or $197,548 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN & TRUST-4$428,439$112,224$28,056iApproximate average salary by contribution assumption: employee only about $701,400 at 4% or $467,600 at 6%; with 50% employer match about $467,600 at 4% or $311,733 at 6%; with 100% employer match about $350,700 at 4% or $233,800 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-4$78,755$34,706$8,677iApproximate average salary by contribution assumption: employee only about $216,913 at 4% or $144,608 at 6%; with 50% employer match about $144,608 at 4% or $96,406 at 6%; with 100% employer match about $108,456 at 4% or $72,304 at 6%.
Agave Surgical Associates PC. 401(K) Plan-8$42,790$42,716$5,340iApproximate average salary by contribution assumption: employee only about $133,488 at 4% or $88,992 at 6%; with 50% employer match about $88,992 at 4% or $59,328 at 6%; with 100% employer match about $66,744 at 4% or $44,496 at 6%.
200124$471,103$70,911$17,728iApproximate average salary by contribution assumption: employee only about $443,194 at 4% or $295,463 at 6%; with 50% employer match about $295,463 at 4% or $196,975 at 6%; with 100% employer match about $221,597 at 4% or $147,731 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN & TRUST-4$427,833$48,514$12,129iApproximate average salary by contribution assumption: employee only about $303,213 at 4% or $202,142 at 6%; with 50% employer match about $202,142 at 4% or $134,761 at 6%; with 100% employer match about $151,606 at 4% or $101,071 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-4$43,270$22,397$5,599iApproximate average salary by contribution assumption: employee only about $139,981 at 4% or $93,321 at 6%; with 50% employer match about $93,321 at 4% or $62,214 at 6%; with 100% employer match about $69,991 at 4% or $46,660 at 6%.
200023$439,405$57,076$19,025iApproximate average salary by contribution assumption: employee only about $475,633 at 4% or $317,089 at 6%; with 50% employer match about $317,089 at 4% or $211,393 at 6%; with 100% employer match about $237,817 at 4% or $158,544 at 6%.
JOLYON D. SCHILLING, M.D., P.C. MONEY PURCHASE PENSION PLAN & TRUST-3$419,702$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
Jolyon D. Schilling, M.D. PC. Defined Benefit Plan-3$19,703$19,648$6,549iApproximate average salary by contribution assumption: employee only about $163,733 at 4% or $109,156 at 6%; with 50% employer match about $109,156 at 4% or $72,770 at 6%; with 100% employer match about $81,867 at 4% or $54,578 at 6%.