Civic Intelligence

Julee K. Richards, M.D. PC.

Plan context: Julee K. Richards, M.D. PC. 401K Profit Sharing Plan

EIN 93-1306480 • Roseburg, OR • 24 filings • 7 plans

341 Medical Loop, Suite 110Roseburg, OR 97471
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$4,298,159

2022 Contributions

$9,175

Historical Graphs

Total Assets Over Time

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

$4,298,159$2,149,080$0200220122021YearValue
$4,298,159Latest year 2021

Participants Over Time

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

1580200120112021YearValue
11Latest year 2021

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
202210$0$9,175-
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-0$0$9,175-
2021111$4,298,159$94,457$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-11$4,298,159$94,457$8,587iApproximate average salary by contribution assumption: employee only about $214,675 at 4% or $143,117 at 6%; with 50% employer match about $143,117 at 4% or $95,411 at 6%; with 100% employer match about $107,338 at 4% or $71,558 at 6%.
2020110$3,997,840$77,237$7,724iApproximate average salary by contribution assumption: employee only about $193,093 at 4% or $128,728 at 6%; with 50% employer match about $128,728 at 4% or $85,819 at 6%; with 100% employer match about $96,546 at 4% or $64,364 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$3,997,840$77,237$7,724iApproximate average salary by contribution assumption: employee only about $193,093 at 4% or $128,728 at 6%; with 50% employer match about $128,728 at 4% or $85,819 at 6%; with 100% employer match about $96,546 at 4% or $64,364 at 6%.
2019110$3,588,866$99,546$9,955iApproximate average salary by contribution assumption: employee only about $248,865 at 4% or $165,910 at 6%; with 50% employer match about $165,910 at 4% or $110,607 at 6%; with 100% employer match about $124,433 at 4% or $82,955 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$3,588,866$99,546$9,955iApproximate average salary by contribution assumption: employee only about $248,865 at 4% or $165,910 at 6%; with 50% employer match about $165,910 at 4% or $110,607 at 6%; with 100% employer match about $124,433 at 4% or $82,955 at 6%.
2018110$3,043,097$94,758$9,476iApproximate average salary by contribution assumption: employee only about $236,895 at 4% or $157,930 at 6%; with 50% employer match about $157,930 at 4% or $105,287 at 6%; with 100% employer match about $118,447 at 4% or $78,965 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$3,043,097$94,758$9,476iApproximate average salary by contribution assumption: employee only about $236,895 at 4% or $157,930 at 6%; with 50% employer match about $157,930 at 4% or $105,287 at 6%; with 100% employer match about $118,447 at 4% or $78,965 at 6%.
201718$3,047,791$83,948$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-8$3,047,791$83,948$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
201619$2,674,042$84,953$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-9$2,674,042$84,953$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
201518$2,453,798$83,838$10,480iApproximate average salary by contribution assumption: employee only about $261,994 at 4% or $174,663 at 6%; with 50% employer match about $174,663 at 4% or $116,442 at 6%; with 100% employer match about $130,997 at 4% or $87,331 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-8$2,453,798$83,838$10,480iApproximate average salary by contribution assumption: employee only about $261,994 at 4% or $174,663 at 6%; with 50% employer match about $174,663 at 4% or $116,442 at 6%; with 100% employer match about $130,997 at 4% or $87,331 at 6%.
201419$2,472,713$93,490$10,388iApproximate average salary by contribution assumption: employee only about $259,694 at 4% or $173,130 at 6%; with 50% employer match about $173,130 at 4% or $115,420 at 6%; with 100% employer match about $129,847 at 4% or $86,565 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-9$2,472,713$93,490$10,388iApproximate average salary by contribution assumption: employee only about $259,694 at 4% or $173,130 at 6%; with 50% employer match about $173,130 at 4% or $115,420 at 6%; with 100% employer match about $129,847 at 4% or $86,565 at 6%.
201319$2,285,077$87,948$9,772iApproximate average salary by contribution assumption: employee only about $244,300 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,433 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-9$2,285,077$87,948$9,772iApproximate average salary by contribution assumption: employee only about $244,300 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,433 at 6%.
2012110$1,978,995$90,956$9,096iApproximate average salary by contribution assumption: employee only about $227,390 at 4% or $151,593 at 6%; with 50% employer match about $151,593 at 4% or $101,062 at 6%; with 100% employer match about $113,695 at 4% or $75,797 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$1,978,995$90,956$9,096iApproximate average salary by contribution assumption: employee only about $227,390 at 4% or $151,593 at 6%; with 50% employer match about $151,593 at 4% or $101,062 at 6%; with 100% employer match about $113,695 at 4% or $75,797 at 6%.
2011110$1,717,808$88,327$8,833iApproximate average salary by contribution assumption: employee only about $220,818 at 4% or $147,212 at 6%; with 50% employer match about $147,212 at 4% or $98,141 at 6%; with 100% employer match about $110,409 at 4% or $73,606 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$1,717,808$88,327$8,833iApproximate average salary by contribution assumption: employee only about $220,818 at 4% or $147,212 at 6%; with 50% employer match about $147,212 at 4% or $98,141 at 6%; with 100% employer match about $110,409 at 4% or $73,606 at 6%.
2010111$1,615,856$89,538$8,140iApproximate average salary by contribution assumption: employee only about $203,495 at 4% or $135,664 at 6%; with 50% employer match about $135,664 at 4% or $90,442 at 6%; with 100% employer match about $101,748 at 4% or $67,832 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-11$1,615,856$89,538$8,140iApproximate average salary by contribution assumption: employee only about $203,495 at 4% or $135,664 at 6%; with 50% employer match about $135,664 at 4% or $90,442 at 6%; with 100% employer match about $101,748 at 4% or $67,832 at 6%.
2009110$1,373,327$78,525$7,853iApproximate average salary by contribution assumption: employee only about $196,313 at 4% or $130,875 at 6%; with 50% employer match about $130,875 at 4% or $87,250 at 6%; with 100% employer match about $98,156 at 4% or $65,438 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-10$1,373,327$78,525$7,853iApproximate average salary by contribution assumption: employee only about $196,313 at 4% or $130,875 at 6%; with 50% employer match about $130,875 at 4% or $87,250 at 6%; with 100% employer match about $98,156 at 4% or $65,438 at 6%.
200819$1,209,166$74,878$8,320iApproximate average salary by contribution assumption: employee only about $207,994 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,997 at 4% or $69,331 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-9$1,209,166$74,878$8,320iApproximate average salary by contribution assumption: employee only about $207,994 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,997 at 4% or $69,331 at 6%.
200718$1,422,012$75,235$9,404iApproximate average salary by contribution assumption: employee only about $235,109 at 4% or $156,740 at 6%; with 50% employer match about $156,740 at 4% or $104,493 at 6%; with 100% employer match about $117,555 at 4% or $78,370 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-8$1,422,012$75,235$9,404iApproximate average salary by contribution assumption: employee only about $235,109 at 4% or $156,740 at 6%; with 50% employer match about $156,740 at 4% or $104,493 at 6%; with 100% employer match about $117,555 at 4% or $78,370 at 6%.
200618$1,234,618$69,312$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-8$1,234,618$69,312$8,664iApproximate average salary by contribution assumption: employee only about $216,600 at 4% or $144,400 at 6%; with 50% employer match about $144,400 at 4% or $96,267 at 6%; with 100% employer match about $108,300 at 4% or $72,200 at 6%.
200519$1,061,253$66,812$7,424iApproximate average salary by contribution assumption: employee only about $185,589 at 4% or $123,726 at 6%; with 50% employer match about $123,726 at 4% or $82,484 at 6%; with 100% employer match about $92,794 at 4% or $61,863 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-9$1,061,253$66,812$7,424iApproximate average salary by contribution assumption: employee only about $185,589 at 4% or $123,726 at 6%; with 50% employer match about $123,726 at 4% or $82,484 at 6%; with 100% employer match about $92,794 at 4% or $61,863 at 6%.
200417$927,109$89,416$12,774iApproximate average salary by contribution assumption: employee only about $319,343 at 4% or $212,895 at 6%; with 50% employer match about $212,895 at 4% or $141,930 at 6%; with 100% employer match about $159,671 at 4% or $106,448 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-7$927,109$89,416$12,774iApproximate average salary by contribution assumption: employee only about $319,343 at 4% or $212,895 at 6%; with 50% employer match about $212,895 at 4% or $141,930 at 6%; with 100% employer match about $159,671 at 4% or $106,448 at 6%.
2003111$835,446$72,392$6,581iApproximate average salary by contribution assumption: employee only about $164,527 at 4% or $109,685 at 6%; with 50% employer match about $109,685 at 4% or $73,123 at 6%; with 100% employer match about $82,264 at 4% or $54,842 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-11$835,446$72,392$6,581iApproximate average salary by contribution assumption: employee only about $164,527 at 4% or $109,685 at 6%; with 50% employer match about $109,685 at 4% or $73,123 at 6%; with 100% employer match about $82,264 at 4% or $54,842 at 6%.
200228$601,595$222,745$27,843iApproximate average salary by contribution assumption: employee only about $696,078 at 4% or $464,052 at 6%; with 50% employer match about $464,052 at 4% or $309,368 at 6%; with 100% employer match about $348,039 at 4% or $232,026 at 6%.
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-8$601,595$222,745$27,843iApproximate average salary by contribution assumption: employee only about $696,078 at 4% or $464,052 at 6%; with 50% employer match about $464,052 at 4% or $309,368 at 6%; with 100% employer match about $348,039 at 4% or $232,026 at 6%.
JULEE K. RICHARDS, M.D. P.C. MONEY PURCHASE PENSION PLAN-0---
2001215$0$0-
Julee K. Richards, M.D. PC. 401K Profit Sharing Plan-15---
JULEE RICHARDS MD PC MONEY PURCHASE PENSION PROTOTYPE PLAN-15---