Civic Intelligence

James D. Goertz D.M.D.

Plan context: James D. Goertz D.M.D. Profit Sharing Plan

EIN 93-0766347 • Canby, OR • 26 filings • 2 plans

3522 N Maple DrCanby, OR 97013-2129
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$881,034

2024 Contributions

$10,918

Historical Graphs

Total Assets Over Time

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

$1,024,450$512,225$0199920122024YearValue
$881,034Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest 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
202412$881,034$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$881,034$0-
202312$880,227$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$880,227$0-
202212$838,046$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$838,046$0-
202112$1,024,450$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$1,024,450$0-
202012$1,001,581$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$1,001,581$0-
201912$947,139$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$947,139$0-
201812$829,901$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$829,901$0-
201712$874,208$10,918$5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$874,208$10,918$5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%.
201612$781,420$12,875$6,438iApproximate average salary by contribution assumption: employee only about $160,938 at 4% or $107,292 at 6%; with 50% employer match about $107,292 at 4% or $71,528 at 6%; with 100% employer match about $80,469 at 4% or $53,646 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$781,420$12,875$6,438iApproximate average salary by contribution assumption: employee only about $160,938 at 4% or $107,292 at 6%; with 50% employer match about $107,292 at 4% or $71,528 at 6%; with 100% employer match about $80,469 at 4% or $53,646 at 6%.
201512$733,863$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$733,863$0-
201412$754,614$11,588$5,794iApproximate average salary by contribution assumption: employee only about $144,850 at 4% or $96,567 at 6%; with 50% employer match about $96,567 at 4% or $64,378 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$754,614$11,588$5,794iApproximate average salary by contribution assumption: employee only about $144,850 at 4% or $96,567 at 6%; with 50% employer match about $96,567 at 4% or $64,378 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%.
201312$728,500$30,543$15,272iApproximate average salary by contribution assumption: employee only about $381,788 at 4% or $254,525 at 6%; with 50% employer match about $254,525 at 4% or $169,683 at 6%; with 100% employer match about $190,894 at 4% or $127,263 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$728,500$30,543$15,272iApproximate average salary by contribution assumption: employee only about $381,788 at 4% or $254,525 at 6%; with 50% employer match about $254,525 at 4% or $169,683 at 6%; with 100% employer match about $190,894 at 4% or $127,263 at 6%.
201212$619,978$30,618$15,309iApproximate average salary by contribution assumption: employee only about $382,725 at 4% or $255,150 at 6%; with 50% employer match about $255,150 at 4% or $170,100 at 6%; with 100% employer match about $191,363 at 4% or $127,575 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$619,978$30,618$15,309iApproximate average salary by contribution assumption: employee only about $382,725 at 4% or $255,150 at 6%; with 50% employer match about $255,150 at 4% or $170,100 at 6%; with 100% employer match about $191,363 at 4% or $127,575 at 6%.
201113$541,340$27,958$9,319iApproximate average salary by contribution assumption: employee only about $232,983 at 4% or $155,322 at 6%; with 50% employer match about $155,322 at 4% or $103,548 at 6%; with 100% employer match about $116,492 at 4% or $77,661 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-3$541,340$27,958$9,319iApproximate average salary by contribution assumption: employee only about $232,983 at 4% or $155,322 at 6%; with 50% employer match about $155,322 at 4% or $103,548 at 6%; with 100% employer match about $116,492 at 4% or $77,661 at 6%.
201012$535,357$36,539$18,270iApproximate average salary by contribution assumption: employee only about $456,738 at 4% or $304,492 at 6%; with 50% employer match about $304,492 at 4% or $202,994 at 6%; with 100% employer match about $228,369 at 4% or $152,246 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$535,357$36,539$18,270iApproximate average salary by contribution assumption: employee only about $456,738 at 4% or $304,492 at 6%; with 50% employer match about $304,492 at 4% or $202,994 at 6%; with 100% employer match about $228,369 at 4% or $152,246 at 6%.
200913$464,984$28,570$9,523iApproximate average salary by contribution assumption: employee only about $238,083 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-3$464,984$28,570$9,523iApproximate average salary by contribution assumption: employee only about $238,083 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
200812$337,408$0-
James D. Goertz D.M.D. Profit Sharing Plan-2$337,408--
200712$474,948$32,209$16,105iApproximate average salary by contribution assumption: employee only about $402,613 at 4% or $268,408 at 6%; with 50% employer match about $268,408 at 4% or $178,939 at 6%; with 100% employer match about $201,306 at 4% or $134,204 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$474,948$32,209$16,105iApproximate average salary by contribution assumption: employee only about $402,613 at 4% or $268,408 at 6%; with 50% employer match about $268,408 at 4% or $178,939 at 6%; with 100% employer match about $201,306 at 4% or $134,204 at 6%.
200612$414,835$24,026$12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$414,835$24,026$12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%.
200512$363,145$25,312$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$363,145$25,312$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
200412$322,233$25,601$12,801iApproximate average salary by contribution assumption: employee only about $320,013 at 4% or $213,342 at 6%; with 50% employer match about $213,342 at 4% or $142,228 at 6%; with 100% employer match about $160,006 at 4% or $106,671 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$322,233$25,601$12,801iApproximate average salary by contribution assumption: employee only about $320,013 at 4% or $213,342 at 6%; with 50% employer match about $213,342 at 4% or $142,228 at 6%; with 100% employer match about $160,006 at 4% or $106,671 at 6%.
200312$273,731$27,413$13,707iApproximate average salary by contribution assumption: employee only about $342,663 at 4% or $228,442 at 6%; with 50% employer match about $228,442 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,221 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$273,731$27,413$13,707iApproximate average salary by contribution assumption: employee only about $342,663 at 4% or $228,442 at 6%; with 50% employer match about $228,442 at 4% or $152,294 at 6%; with 100% employer match about $171,331 at 4% or $114,221 at 6%.
200212$206,131$30,149$15,075iApproximate average salary by contribution assumption: employee only about $376,863 at 4% or $251,242 at 6%; with 50% employer match about $251,242 at 4% or $167,494 at 6%; with 100% employer match about $188,431 at 4% or $125,621 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$206,131$30,149$15,075iApproximate average salary by contribution assumption: employee only about $376,863 at 4% or $251,242 at 6%; with 50% employer match about $251,242 at 4% or $167,494 at 6%; with 100% employer match about $188,431 at 4% or $125,621 at 6%.
200112$204,261$29,612$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$204,261$29,612$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
200012$193,202$26,419$13,210iApproximate average salary by contribution assumption: employee only about $330,238 at 4% or $220,158 at 6%; with 50% employer match about $220,158 at 4% or $146,772 at 6%; with 100% employer match about $165,119 at 4% or $110,079 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$193,202$26,419$13,210iApproximate average salary by contribution assumption: employee only about $330,238 at 4% or $220,158 at 6%; with 50% employer match about $220,158 at 4% or $146,772 at 6%; with 100% employer match about $165,119 at 4% or $110,079 at 6%.
199912$184,405$27,464$13,732iApproximate average salary by contribution assumption: employee only about $343,300 at 4% or $228,867 at 6%; with 50% employer match about $228,867 at 4% or $152,578 at 6%; with 100% employer match about $171,650 at 4% or $114,433 at 6%.
James D. Goertz D.M.D. Profit Sharing Plan-2$184,405$27,464$13,732iApproximate average salary by contribution assumption: employee only about $343,300 at 4% or $228,867 at 6%; with 50% employer match about $228,867 at 4% or $152,578 at 6%; with 100% employer match about $171,650 at 4% or $114,433 at 6%.