Civic Intelligence

Benjamin J. Schwartz, M.D. PC.

Plan context: Dfc 401K Profit Sharing Plan

EIN 93-0767928 • Tigard, OR • 14 filings • 2 plans

9735 SW Shady Lane, Suite 100Tigard, OR 97223
Current Snapshot

Latest Year

2014

2014 Participants

30

2014 Assets

$682,984

2014 Contributions

$34,240

Historical Graphs

Total Assets Over Time

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

$893,325$446,663$0200220082014YearValue
$682,984Latest year 2014

Participants Over Time

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

35180200120082014YearValue
30Latest year 2014

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
2014130$682,984$34,240$1,141iApproximate average salary by contribution assumption: employee only about $28,533 at 4% or $19,022 at 6%; with 50% employer match about $19,022 at 4% or $12,681 at 6%; with 100% employer match about $14,267 at 4% or $9,511 at 6%.
Dfc 401K Profit Sharing Plan-30$682,984$34,240$1,141iApproximate average salary by contribution assumption: employee only about $28,533 at 4% or $19,022 at 6%; with 50% employer match about $19,022 at 4% or $12,681 at 6%; with 100% employer match about $14,267 at 4% or $9,511 at 6%.
2013127$893,325$63,566$2,354iApproximate average salary by contribution assumption: employee only about $58,857 at 4% or $39,238 at 6%; with 50% employer match about $39,238 at 4% or $26,159 at 6%; with 100% employer match about $29,429 at 4% or $19,619 at 6%.
Dfc 401K Profit Sharing Plan-27$893,325$63,566$2,354iApproximate average salary by contribution assumption: employee only about $58,857 at 4% or $39,238 at 6%; with 50% employer match about $39,238 at 4% or $26,159 at 6%; with 100% employer match about $29,429 at 4% or $19,619 at 6%.
2012126$854,739$77,587$2,984iApproximate average salary by contribution assumption: employee only about $74,603 at 4% or $49,735 at 6%; with 50% employer match about $49,735 at 4% or $33,157 at 6%; with 100% employer match about $37,301 at 4% or $24,868 at 6%.
Dfc 401K Profit Sharing Plan-26$854,739$77,587$2,984iApproximate average salary by contribution assumption: employee only about $74,603 at 4% or $49,735 at 6%; with 50% employer match about $49,735 at 4% or $33,157 at 6%; with 100% employer match about $37,301 at 4% or $24,868 at 6%.
2011125$823,803$115,835$4,633iApproximate average salary by contribution assumption: employee only about $115,835 at 4% or $77,223 at 6%; with 50% employer match about $77,223 at 4% or $51,482 at 6%; with 100% employer match about $57,917 at 4% or $38,612 at 6%.
Dfc 401K Profit Sharing Plan-25$823,803$115,835$4,633iApproximate average salary by contribution assumption: employee only about $115,835 at 4% or $77,223 at 6%; with 50% employer match about $77,223 at 4% or $51,482 at 6%; with 100% employer match about $57,917 at 4% or $38,612 at 6%.
2010128$756,620$78,236$2,794iApproximate average salary by contribution assumption: employee only about $69,854 at 4% or $46,569 at 6%; with 50% employer match about $46,569 at 4% or $31,046 at 6%; with 100% employer match about $34,927 at 4% or $23,285 at 6%.
Dfc 401K Profit Sharing Plan-28$756,620$78,236$2,794iApproximate average salary by contribution assumption: employee only about $69,854 at 4% or $46,569 at 6%; with 50% employer match about $46,569 at 4% or $31,046 at 6%; with 100% employer match about $34,927 at 4% or $23,285 at 6%.
2009135$655,868$65,708$1,877iApproximate average salary by contribution assumption: employee only about $46,934 at 4% or $31,290 at 6%; with 50% employer match about $31,290 at 4% or $20,860 at 6%; with 100% employer match about $23,467 at 4% or $15,645 at 6%.
Dfc 401K Profit Sharing Plan-35$655,868$65,708$1,877iApproximate average salary by contribution assumption: employee only about $46,934 at 4% or $31,290 at 6%; with 50% employer match about $31,290 at 4% or $20,860 at 6%; with 100% employer match about $23,467 at 4% or $15,645 at 6%.
2008119$518,942$77,619$4,085iApproximate average salary by contribution assumption: employee only about $102,130 at 4% or $68,087 at 6%; with 50% employer match about $68,087 at 4% or $45,391 at 6%; with 100% employer match about $51,065 at 4% or $34,043 at 6%.
Dfc 401K Profit Sharing Plan-19$518,942$77,619$4,085iApproximate average salary by contribution assumption: employee only about $102,130 at 4% or $68,087 at 6%; with 50% employer match about $68,087 at 4% or $45,391 at 6%; with 100% employer match about $51,065 at 4% or $34,043 at 6%.
2007123$744,735$111,470$4,847iApproximate average salary by contribution assumption: employee only about $121,163 at 4% or $80,775 at 6%; with 50% employer match about $80,775 at 4% or $53,850 at 6%; with 100% employer match about $60,582 at 4% or $40,388 at 6%.
Dfc 401K Profit Sharing Plan-23$744,735$111,470$4,847iApproximate average salary by contribution assumption: employee only about $121,163 at 4% or $80,775 at 6%; with 50% employer match about $80,775 at 4% or $53,850 at 6%; with 100% employer match about $60,582 at 4% or $40,388 at 6%.
2006125$679,462$100,050$4,002iApproximate average salary by contribution assumption: employee only about $100,050 at 4% or $66,700 at 6%; with 50% employer match about $66,700 at 4% or $44,467 at 6%; with 100% employer match about $50,025 at 4% or $33,350 at 6%.
Dfc 401K Profit Sharing Plan-25$679,462$100,050$4,002iApproximate average salary by contribution assumption: employee only about $100,050 at 4% or $66,700 at 6%; with 50% employer match about $66,700 at 4% or $44,467 at 6%; with 100% employer match about $50,025 at 4% or $33,350 at 6%.
2005121$545,041$114,285$5,442iApproximate average salary by contribution assumption: employee only about $136,054 at 4% or $90,702 at 6%; with 50% employer match about $90,702 at 4% or $60,468 at 6%; with 100% employer match about $68,027 at 4% or $45,351 at 6%.
Dfc 401K Profit Sharing Plan-21$545,041$114,285$5,442iApproximate average salary by contribution assumption: employee only about $136,054 at 4% or $90,702 at 6%; with 50% employer match about $90,702 at 4% or $60,468 at 6%; with 100% employer match about $68,027 at 4% or $45,351 at 6%.
2004121$420,671$107,350$5,112iApproximate average salary by contribution assumption: employee only about $127,798 at 4% or $85,198 at 6%; with 50% employer match about $85,198 at 4% or $56,799 at 6%; with 100% employer match about $63,899 at 4% or $42,599 at 6%.
Dfc 401K Profit Sharing Plan-21$420,671$107,350$5,112iApproximate average salary by contribution assumption: employee only about $127,798 at 4% or $85,198 at 6%; with 50% employer match about $85,198 at 4% or $56,799 at 6%; with 100% employer match about $63,899 at 4% or $42,599 at 6%.
2003121$287,659$110,853$5,279iApproximate average salary by contribution assumption: employee only about $131,968 at 4% or $87,979 at 6%; with 50% employer match about $87,979 at 4% or $58,652 at 6%; with 100% employer match about $65,984 at 4% or $43,989 at 6%.
Dfc 401K Profit Sharing Plan-21$287,659$110,853$5,279iApproximate average salary by contribution assumption: employee only about $131,968 at 4% or $87,979 at 6%; with 50% employer match about $87,979 at 4% or $58,652 at 6%; with 100% employer match about $65,984 at 4% or $43,989 at 6%.
2002123$157,514$100,525$4,371iApproximate average salary by contribution assumption: employee only about $109,266 at 4% or $72,844 at 6%; with 50% employer match about $72,844 at 4% or $48,563 at 6%; with 100% employer match about $54,633 at 4% or $36,422 at 6%.
Dfc 401K Profit Sharing Plan-23$157,514$100,525$4,371iApproximate average salary by contribution assumption: employee only about $109,266 at 4% or $72,844 at 6%; with 50% employer match about $72,844 at 4% or $48,563 at 6%; with 100% employer match about $54,633 at 4% or $36,422 at 6%.
2001126$0$0-
Dfc 401K Profit Sharing Plan-26---