Civic Intelligence

Joseph P. Stapleton, MD PC

Plan context: Joseph P. Stapleton, MD PC Profit Sharing Plan

EIN 87-0720922 • Happy Valley, OR • 26 filings • 4 plans

9300 SE 91st Ave Suite 400Happy Valley, OR 97086
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,073,398

2024 Contributions

$59,138

Historical Graphs

Total Assets Over Time

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

$1,073,398$536,699$0200620162024YearValue
$1,073,398Latest year 2024

Participants Over Time

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

21110200620152024YearValue
17Latest 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
2024117$1,073,398$59,138$3,479iApproximate average salary by contribution assumption: employee only about $86,968 at 4% or $57,978 at 6%; with 50% employer match about $57,978 at 4% or $38,652 at 6%; with 100% employer match about $43,484 at 4% or $28,989 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$1,073,398$59,138$3,479iApproximate average salary by contribution assumption: employee only about $86,968 at 4% or $57,978 at 6%; with 50% employer match about $57,978 at 4% or $38,652 at 6%; with 100% employer match about $43,484 at 4% or $28,989 at 6%.
2023118$951,269$80,401$4,467iApproximate average salary by contribution assumption: employee only about $111,668 at 4% or $74,445 at 6%; with 50% employer match about $74,445 at 4% or $49,630 at 6%; with 100% employer match about $55,834 at 4% or $37,223 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-18$951,269$80,401$4,467iApproximate average salary by contribution assumption: employee only about $111,668 at 4% or $74,445 at 6%; with 50% employer match about $74,445 at 4% or $49,630 at 6%; with 100% employer match about $55,834 at 4% or $37,223 at 6%.
2022115$823,987$74,521$4,968iApproximate average salary by contribution assumption: employee only about $124,202 at 4% or $82,801 at 6%; with 50% employer match about $82,801 at 4% or $55,201 at 6%; with 100% employer match about $62,101 at 4% or $41,401 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-15$823,987$74,521$4,968iApproximate average salary by contribution assumption: employee only about $124,202 at 4% or $82,801 at 6%; with 50% employer match about $82,801 at 4% or $55,201 at 6%; with 100% employer match about $62,101 at 4% or $41,401 at 6%.
2021117$898,227$74,962$4,410iApproximate average salary by contribution assumption: employee only about $110,238 at 4% or $73,492 at 6%; with 50% employer match about $73,492 at 4% or $48,995 at 6%; with 100% employer match about $55,119 at 4% or $36,746 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$898,227$74,962$4,410iApproximate average salary by contribution assumption: employee only about $110,238 at 4% or $73,492 at 6%; with 50% employer match about $73,492 at 4% or $48,995 at 6%; with 100% employer match about $55,119 at 4% or $36,746 at 6%.
2020113$788,718$70,130$5,395iApproximate average salary by contribution assumption: employee only about $134,865 at 4% or $89,910 at 6%; with 50% employer match about $89,910 at 4% or $59,940 at 6%; with 100% employer match about $67,433 at 4% or $44,955 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-13$788,718$70,130$5,395iApproximate average salary by contribution assumption: employee only about $134,865 at 4% or $89,910 at 6%; with 50% employer match about $89,910 at 4% or $59,940 at 6%; with 100% employer match about $67,433 at 4% or $44,955 at 6%.
2019121$677,175$66,049$3,145iApproximate average salary by contribution assumption: employee only about $78,630 at 4% or $52,420 at 6%; with 50% employer match about $52,420 at 4% or $34,947 at 6%; with 100% employer match about $39,315 at 4% or $26,210 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-21$677,175$66,049$3,145iApproximate average salary by contribution assumption: employee only about $78,630 at 4% or $52,420 at 6%; with 50% employer match about $52,420 at 4% or $34,947 at 6%; with 100% employer match about $39,315 at 4% or $26,210 at 6%.
2018117$780,002$27,147$1,597iApproximate average salary by contribution assumption: employee only about $39,922 at 4% or $26,615 at 6%; with 50% employer match about $26,615 at 4% or $17,743 at 6%; with 100% employer match about $19,961 at 4% or $13,307 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$780,002$27,147$1,597iApproximate average salary by contribution assumption: employee only about $39,922 at 4% or $26,615 at 6%; with 50% employer match about $26,615 at 4% or $17,743 at 6%; with 100% employer match about $19,961 at 4% or $13,307 at 6%.
2017117$793,315$314,798$18,518iApproximate average salary by contribution assumption: employee only about $462,938 at 4% or $308,625 at 6%; with 50% employer match about $308,625 at 4% or $205,750 at 6%; with 100% employer match about $231,469 at 4% or $154,313 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$793,315$314,798$18,518iApproximate average salary by contribution assumption: employee only about $462,938 at 4% or $308,625 at 6%; with 50% employer match about $308,625 at 4% or $205,750 at 6%; with 100% employer match about $231,469 at 4% or $154,313 at 6%.
2016317$725,439$53,852$3,168iApproximate average salary by contribution assumption: employee only about $79,194 at 4% or $52,796 at 6%; with 50% employer match about $52,796 at 4% or $35,197 at 6%; with 100% employer match about $39,597 at 4% or $26,398 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$450,681$31,663$1,863iApproximate average salary by contribution assumption: employee only about $46,563 at 4% or $31,042 at 6%; with 50% employer match about $31,042 at 4% or $20,695 at 6%; with 100% employer match about $23,282 at 4% or $15,521 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-6$274,758$9,818$1,636iApproximate average salary by contribution assumption: employee only about $40,908 at 4% or $27,272 at 6%; with 50% employer match about $27,272 at 4% or $18,181 at 6%; with 100% employer match about $20,454 at 4% or $13,636 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-0$0$12,371-
2015215$681,268$44,905$2,994iApproximate average salary by contribution assumption: employee only about $74,842 at 4% or $49,894 at 6%; with 50% employer match about $49,894 at 4% or $33,263 at 6%; with 100% employer match about $37,421 at 4% or $24,947 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-15$415,616$38,131$2,542iApproximate average salary by contribution assumption: employee only about $63,552 at 4% or $42,368 at 6%; with 50% employer match about $42,368 at 4% or $28,245 at 6%; with 100% employer match about $31,776 at 4% or $21,184 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-11$265,652$6,774$616iApproximate average salary by contribution assumption: employee only about $15,395 at 4% or $10,264 at 6%; with 50% employer match about $10,264 at 4% or $6,842 at 6%; with 100% employer match about $7,698 at 4% or $5,132 at 6%.
2014219$719,512$40,627$2,138iApproximate average salary by contribution assumption: employee only about $53,457 at 4% or $35,638 at 6%; with 50% employer match about $35,638 at 4% or $23,758 at 6%; with 100% employer match about $26,728 at 4% or $17,819 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-19$457,669$36,885$1,941iApproximate average salary by contribution assumption: employee only about $48,533 at 4% or $32,355 at 6%; with 50% employer match about $32,355 at 4% or $21,570 at 6%; with 100% employer match about $24,266 at 4% or $16,178 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-11$261,843$3,742$340iApproximate average salary by contribution assumption: employee only about $8,505 at 4% or $5,670 at 6%; with 50% employer match about $5,670 at 4% or $3,780 at 6%; with 100% employer match about $4,252 at 4% or $2,835 at 6%.
2013217$668,160$49,945$2,938iApproximate average salary by contribution assumption: employee only about $73,449 at 4% or $48,966 at 6%; with 50% employer match about $48,966 at 4% or $32,644 at 6%; with 100% employer match about $36,724 at 4% or $24,483 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-17$410,992$49,945$2,938iApproximate average salary by contribution assumption: employee only about $73,449 at 4% or $48,966 at 6%; with 50% employer match about $48,966 at 4% or $32,644 at 6%; with 100% employer match about $36,724 at 4% or $24,483 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-9$257,168$0-
2012213$594,983$213,018$16,386iApproximate average salary by contribution assumption: employee only about $409,650 at 4% or $273,100 at 6%; with 50% employer match about $273,100 at 4% or $182,067 at 6%; with 100% employer match about $204,825 at 4% or $136,550 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-13$334,780$76,706$5,900iApproximate average salary by contribution assumption: employee only about $147,512 at 4% or $98,341 at 6%; with 50% employer match about $98,341 at 4% or $65,561 at 6%; with 100% employer match about $73,756 at 4% or $49,171 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-8$260,203$136,312$17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%.
2011211$364,034$165,307$15,028iApproximate average salary by contribution assumption: employee only about $375,698 at 4% or $250,465 at 6%; with 50% employer match about $250,465 at 4% or $166,977 at 6%; with 100% employer match about $187,849 at 4% or $125,233 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-11$240,611$41,884$3,808iApproximate average salary by contribution assumption: employee only about $95,191 at 4% or $63,461 at 6%; with 50% employer match about $63,461 at 4% or $42,307 at 6%; with 100% employer match about $47,595 at 4% or $31,730 at 6%.
Joseph P. Stapleton, MD PC Cash Balance Plan-8$123,423$123,423$15,428iApproximate average salary by contribution assumption: employee only about $385,697 at 4% or $257,131 at 6%; with 50% employer match about $257,131 at 4% or $171,421 at 6%; with 100% employer match about $192,848 at 4% or $128,566 at 6%.
201019$206,281$31,450$3,494iApproximate average salary by contribution assumption: employee only about $87,361 at 4% or $58,241 at 6%; with 50% employer match about $58,241 at 4% or $38,827 at 6%; with 100% employer match about $43,681 at 4% or $29,120 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-9$206,281$31,450$3,494iApproximate average salary by contribution assumption: employee only about $87,361 at 4% or $58,241 at 6%; with 50% employer match about $58,241 at 4% or $38,827 at 6%; with 100% employer match about $43,681 at 4% or $29,120 at 6%.
200914$184,375$70,326$17,582iApproximate average salary by contribution assumption: employee only about $439,538 at 4% or $293,025 at 6%; with 50% employer match about $293,025 at 4% or $195,350 at 6%; with 100% employer match about $219,769 at 4% or $146,513 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-4$184,375$70,326$17,582iApproximate average salary by contribution assumption: employee only about $439,538 at 4% or $293,025 at 6%; with 50% employer match about $293,025 at 4% or $195,350 at 6%; with 100% employer match about $219,769 at 4% or $146,513 at 6%.
200813$113,888$10,718$3,573iApproximate average salary by contribution assumption: employee only about $89,317 at 4% or $59,544 at 6%; with 50% employer match about $59,544 at 4% or $39,696 at 6%; with 100% employer match about $44,658 at 4% or $29,772 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-3$113,888$10,718$3,573iApproximate average salary by contribution assumption: employee only about $89,317 at 4% or $59,544 at 6%; with 50% employer match about $59,544 at 4% or $39,696 at 6%; with 100% employer match about $44,658 at 4% or $29,772 at 6%.
200712$0$0-
Joseph P. Stapleton, MD PC Profit Sharing Plan-2---
200612$49,844$49,844$24,922iApproximate average salary by contribution assumption: employee only about $623,050 at 4% or $415,367 at 6%; with 50% employer match about $415,367 at 4% or $276,911 at 6%; with 100% employer match about $311,525 at 4% or $207,683 at 6%.
Joseph P. Stapleton, MD PC Profit Sharing Plan-2$49,844$49,844$24,922iApproximate average salary by contribution assumption: employee only about $623,050 at 4% or $415,367 at 6%; with 50% employer match about $415,367 at 4% or $276,911 at 6%; with 100% employer match about $311,525 at 4% or $207,683 at 6%.