Civic Intelligence

Lisa Cooney, MD PC

Plan context: Lisa Cooney, MD PC Cash Balance Plan

EIN 92-0162789 • Wasilla, AK • 30 filings • 3 plans

1751 East Gardner WaySuite EWasilla, AK 99654-6564
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,480,290

2024 Contributions

$8,842

Historical Graphs

Total Assets Over Time

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

$2,480,290$1,240,145$0200920172024YearValue
$2,480,290Latest year 2024

Participants Over Time

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

740200920172024YearValue
7Latest 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
202427$2,480,290$0-
Lisa Cooney, MD PC Cash Balance Plan-5$1,790,632$0-
LISA COONEY, MD, PC 401(K) PLAN-7$689,658$0-
202327$2,059,991$8,842$1,263iApproximate average salary by contribution assumption: employee only about $31,579 at 4% or $21,052 at 6%; with 50% employer match about $21,052 at 4% or $14,035 at 6%; with 100% employer match about $15,789 at 4% or $10,526 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-5$1,455,990$0-
LISA COONEY, MD, PC 401(K) PLAN-7$604,001$8,842$1,263iApproximate average salary by contribution assumption: employee only about $31,579 at 4% or $21,052 at 6%; with 50% employer match about $21,052 at 4% or $14,035 at 6%; with 100% employer match about $15,789 at 4% or $10,526 at 6%.
202217$485,392$6,861$980iApproximate average salary by contribution assumption: employee only about $24,504 at 4% or $16,336 at 6%; with 50% employer match about $16,336 at 4% or $10,890 at 6%; with 100% employer match about $12,252 at 4% or $8,168 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-7$485,392$6,861$980iApproximate average salary by contribution assumption: employee only about $24,504 at 4% or $16,336 at 6%; with 50% employer match about $16,336 at 4% or $10,890 at 6%; with 100% employer match about $12,252 at 4% or $8,168 at 6%.
202126$2,473,274$64,116$10,686iApproximate average salary by contribution assumption: employee only about $267,150 at 4% or $178,100 at 6%; with 50% employer match about $178,100 at 4% or $118,733 at 6%; with 100% employer match about $133,575 at 4% or $89,050 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-5$1,763,521$0-
LISA COONEY, MD, PC 401(K) PLAN-6$709,753$64,116$10,686iApproximate average salary by contribution assumption: employee only about $267,150 at 4% or $178,100 at 6%; with 50% employer match about $178,100 at 4% or $118,733 at 6%; with 100% employer match about $133,575 at 4% or $89,050 at 6%.
202026$2,186,120$41,549$6,925iApproximate average salary by contribution assumption: employee only about $173,121 at 4% or $115,414 at 6%; with 50% employer match about $115,414 at 4% or $76,943 at 6%; with 100% employer match about $86,560 at 4% or $57,707 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-5$1,592,529$0-
LISA COONEY, MD, PC 401(K) PLAN-6$593,591$41,549$6,925iApproximate average salary by contribution assumption: employee only about $173,121 at 4% or $115,414 at 6%; with 50% employer match about $115,414 at 4% or $76,943 at 6%; with 100% employer match about $86,560 at 4% or $57,707 at 6%.
201925$1,576,499$65,016$13,003iApproximate average salary by contribution assumption: employee only about $325,080 at 4% or $216,720 at 6%; with 50% employer match about $216,720 at 4% or $144,480 at 6%; with 100% employer match about $162,540 at 4% or $108,360 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-4$1,164,466$50,000$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%.
LISA COONEY, MD, PC 401(K) PLAN-5$412,033$15,016$3,003iApproximate average salary by contribution assumption: employee only about $75,080 at 4% or $50,053 at 6%; with 50% employer match about $50,053 at 4% or $33,369 at 6%; with 100% employer match about $37,540 at 4% or $25,027 at 6%.
201825$1,198,545$89,077$17,815iApproximate average salary by contribution assumption: employee only about $445,385 at 4% or $296,923 at 6%; with 50% employer match about $296,923 at 4% or $197,949 at 6%; with 100% employer match about $222,693 at 4% or $148,462 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-4$886,138$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-5$312,407$14,077$2,815iApproximate average salary by contribution assumption: employee only about $70,385 at 4% or $46,923 at 6%; with 50% employer match about $46,923 at 4% or $31,282 at 6%; with 100% employer match about $35,193 at 4% or $23,462 at 6%.
201725$1,250,614$59,498$11,900iApproximate average salary by contribution assumption: employee only about $297,490 at 4% or $198,327 at 6%; with 50% employer match about $198,327 at 4% or $132,218 at 6%; with 100% employer match about $148,745 at 4% or $99,163 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-4$921,564$51,219$12,805iApproximate average salary by contribution assumption: employee only about $320,119 at 4% or $213,413 at 6%; with 50% employer match about $213,413 at 4% or $142,275 at 6%; with 100% employer match about $160,059 at 4% or $106,706 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-5$329,050$8,279$1,656iApproximate average salary by contribution assumption: employee only about $41,395 at 4% or $27,597 at 6%; with 50% employer match about $27,597 at 4% or $18,398 at 6%; with 100% employer match about $20,698 at 4% or $13,798 at 6%.
201624$973,111$88,994$22,249iApproximate average salary by contribution assumption: employee only about $556,213 at 4% or $370,808 at 6%; with 50% employer match about $370,808 at 4% or $247,206 at 6%; with 100% employer match about $278,106 at 4% or $185,404 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-3$717,288$79,063$26,354iApproximate average salary by contribution assumption: employee only about $658,858 at 4% or $439,239 at 6%; with 50% employer match about $439,239 at 4% or $292,826 at 6%; with 100% employer match about $329,429 at 4% or $219,619 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-4$255,823$9,931$2,483iApproximate average salary by contribution assumption: employee only about $62,069 at 4% or $41,379 at 6%; with 50% employer match about $41,379 at 4% or $27,586 at 6%; with 100% employer match about $31,034 at 4% or $20,690 at 6%.
201524$868,893$278,032$69,508iApproximate average salary by contribution assumption: employee only about $1,737,700 at 4% or $1,158,467 at 6%; with 50% employer match about $1,158,467 at 4% or $772,311 at 6%; with 100% employer match about $868,850 at 4% or $579,233 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-3$622,100$76,111$25,370iApproximate average salary by contribution assumption: employee only about $634,258 at 4% or $422,839 at 6%; with 50% employer match about $422,839 at 4% or $281,893 at 6%; with 100% employer match about $317,129 at 4% or $211,419 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-4$246,793$201,921$50,480iApproximate average salary by contribution assumption: employee only about $1,262,006 at 4% or $841,338 at 6%; with 50% employer match about $841,338 at 4% or $560,892 at 6%; with 100% employer match about $631,003 at 4% or $420,669 at 6%.
201424$591,909$246,535$61,634iApproximate average salary by contribution assumption: employee only about $1,540,844 at 4% or $1,027,229 at 6%; with 50% employer match about $1,027,229 at 4% or $684,819 at 6%; with 100% employer match about $770,422 at 4% or $513,615 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-4$549,452$228,091$57,023iApproximate average salary by contribution assumption: employee only about $1,425,569 at 4% or $950,379 at 6%; with 50% employer match about $950,379 at 4% or $633,586 at 6%; with 100% employer match about $712,784 at 4% or $475,190 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-4$42,457$18,444$4,611iApproximate average salary by contribution assumption: employee only about $115,275 at 4% or $76,850 at 6%; with 50% employer match about $76,850 at 4% or $51,233 at 6%; with 100% employer match about $57,638 at 4% or $38,425 at 6%.
201334$339,621$219,290$54,823iApproximate average salary by contribution assumption: employee only about $1,370,563 at 4% or $913,708 at 6%; with 50% employer match about $913,708 at 4% or $609,139 at 6%; with 100% employer match about $685,281 at 4% or $456,854 at 6%.
Lisa Cooney, MD PC Cash Balance Plan-4$310,176$202,757$50,689iApproximate average salary by contribution assumption: employee only about $1,267,231 at 4% or $844,821 at 6%; with 50% employer match about $844,821 at 4% or $563,214 at 6%; with 100% employer match about $633,616 at 4% or $422,410 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-4$29,445$16,533$4,133iApproximate average salary by contribution assumption: employee only about $103,331 at 4% or $68,888 at 6%; with 50% employer match about $68,888 at 4% or $45,925 at 6%; with 100% employer match about $51,666 at 4% or $34,444 at 6%.
LISA COONEY, MD, PC DEFINED BENEFIT PLAN-0$0$0-
201232$313,649$117,958$58,979iApproximate average salary by contribution assumption: employee only about $1,474,475 at 4% or $982,983 at 6%; with 50% employer match about $982,983 at 4% or $655,322 at 6%; with 100% employer match about $737,238 at 4% or $491,492 at 6%.
LISA COONEY, MD, PC DEFINED BENEFIT PLAN-2$195,691$0-
Lisa Cooney, MD PC Cash Balance Plan-2$105,349$105,349$52,675iApproximate average salary by contribution assumption: employee only about $1,316,863 at 4% or $877,908 at 6%; with 50% employer match about $877,908 at 4% or $585,272 at 6%; with 100% employer match about $658,431 at 4% or $438,954 at 6%.
LISA COONEY, MD, PC 401(K) PLAN-2$12,609$12,609$6,305iApproximate average salary by contribution assumption: employee only about $157,613 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,538 at 6%.
201112$189,991$0-
LISA COONEY, MD, PC DEFINED BENEFIT PLAN-2$189,991--
201013$184,314$0-
LISA COONEY, MD, PC DEFINED BENEFIT PLAN-3$184,314$0-
200914$177,906$0-
LISA COONEY, MD, PC DEFINED BENEFIT PLAN-4$177,906--