Civic Intelligence

James W. Theen, M.D. PC.

Plan context: James W. Theen, M.D. PC. 401K Plan

EIN 93-1275311 • Medford, OR • 13 filings • 2 plans

935 Town Centre Dr Ste BMedford, OR 97504-6172
Current Snapshot

Latest Year

2011

2011 Participants

9

2011 Assets

$627,143

2011 Contributions

$22,565

Historical Graphs

Total Assets Over Time

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

$690,392$345,196$0200020062011YearValue
$627,143Latest year 2011

Participants Over Time

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

1260200020062011YearValue
9Latest year 2011

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
201129$627,143$22,565$2,507iApproximate average salary by contribution assumption: employee only about $62,681 at 4% or $41,787 at 6%; with 50% employer match about $41,787 at 4% or $27,858 at 6%; with 100% employer match about $31,340 at 4% or $20,894 at 6%.
James W. Theen, M.D. PC. 401K Plan-9$627,143$22,565$2,507iApproximate average salary by contribution assumption: employee only about $62,681 at 4% or $41,787 at 6%; with 50% employer match about $41,787 at 4% or $27,858 at 6%; with 100% employer match about $31,340 at 4% or $20,894 at 6%.
James W. Theen, M.D. PC. 401K Plan-0$0--
2010112$647,552$90,620$7,552iApproximate average salary by contribution assumption: employee only about $188,792 at 4% or $125,861 at 6%; with 50% employer match about $125,861 at 4% or $83,907 at 6%; with 100% employer match about $94,396 at 4% or $62,931 at 6%.
James W. Theen, M.D. PC. 401K Plan-12$647,552$90,620$7,552iApproximate average salary by contribution assumption: employee only about $188,792 at 4% or $125,861 at 6%; with 50% employer match about $125,861 at 4% or $83,907 at 6%; with 100% employer match about $94,396 at 4% or $62,931 at 6%.
2009111$690,392$87,159$7,924iApproximate average salary by contribution assumption: employee only about $198,089 at 4% or $132,059 at 6%; with 50% employer match about $132,059 at 4% or $88,039 at 6%; with 100% employer match about $99,044 at 4% or $66,030 at 6%.
James W. Theen, M.D. PC. 401K Plan-11$690,392$87,159$7,924iApproximate average salary by contribution assumption: employee only about $198,089 at 4% or $132,059 at 6%; with 50% employer match about $132,059 at 4% or $88,039 at 6%; with 100% employer match about $99,044 at 4% or $66,030 at 6%.
200818$493,425$94,341$11,793iApproximate average salary by contribution assumption: employee only about $294,816 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,029 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%.
James W. Theen, M.D. PC. 401K Plan-8$493,425$94,341$11,793iApproximate average salary by contribution assumption: employee only about $294,816 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,029 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%.
200719$674,825$99,522$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
James W. Theen, M.D. PC. 401K Plan-9$674,825$99,522$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
200619$548,480$128,024$14,225iApproximate average salary by contribution assumption: employee only about $355,622 at 4% or $237,081 at 6%; with 50% employer match about $237,081 at 4% or $158,054 at 6%; with 100% employer match about $177,811 at 4% or $118,541 at 6%.
James W. Theen, M.D. PC. 401K Plan-9$548,480$128,024$14,225iApproximate average salary by contribution assumption: employee only about $355,622 at 4% or $237,081 at 6%; with 50% employer match about $237,081 at 4% or $158,054 at 6%; with 100% employer match about $177,811 at 4% or $118,541 at 6%.
2005110$368,234$89,324$8,932iApproximate average salary by contribution assumption: employee only about $223,310 at 4% or $148,873 at 6%; with 50% employer match about $148,873 at 4% or $99,249 at 6%; with 100% employer match about $111,655 at 4% or $74,437 at 6%.
James W. Theen, M.D. PC. 401K Plan-10$368,234$89,324$8,932iApproximate average salary by contribution assumption: employee only about $223,310 at 4% or $148,873 at 6%; with 50% employer match about $148,873 at 4% or $99,249 at 6%; with 100% employer match about $111,655 at 4% or $74,437 at 6%.
200417$251,139$68,845$9,835iApproximate average salary by contribution assumption: employee only about $245,875 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,958 at 6%.
James W. Theen, M.D. PC. 401K Plan-7$251,139$68,845$9,835iApproximate average salary by contribution assumption: employee only about $245,875 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,958 at 6%.
200317$167,411$56,777$8,111iApproximate average salary by contribution assumption: employee only about $202,775 at 4% or $135,183 at 6%; with 50% employer match about $135,183 at 4% or $90,122 at 6%; with 100% employer match about $101,388 at 4% or $67,592 at 6%.
James W. Theen, M.D. PC. 401K Plan-7$167,411$56,777$8,111iApproximate average salary by contribution assumption: employee only about $202,775 at 4% or $135,183 at 6%; with 50% employer match about $135,183 at 4% or $90,122 at 6%; with 100% employer match about $101,388 at 4% or $67,592 at 6%.
200218$92,126$39,018$4,877iApproximate average salary by contribution assumption: employee only about $121,931 at 4% or $81,288 at 6%; with 50% employer match about $81,288 at 4% or $54,192 at 6%; with 100% employer match about $60,966 at 4% or $40,644 at 6%.
James W. Theen, M.D. PC. 401K Plan-8$92,126$39,018$4,877iApproximate average salary by contribution assumption: employee only about $121,931 at 4% or $81,288 at 6%; with 50% employer match about $81,288 at 4% or $54,192 at 6%; with 100% employer match about $60,966 at 4% or $40,644 at 6%.
200117$0$0-
James W. Theen, M.D. PC. 401K Plan-7---
200015$21,484$21,484$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.
James W. Theen, M.D. PC. 401K Plan-5$21,484$21,484$4,297iApproximate average salary by contribution assumption: employee only about $107,420 at 4% or $71,613 at 6%; with 50% employer match about $71,613 at 4% or $47,742 at 6%; with 100% employer match about $53,710 at 4% or $35,807 at 6%.