Civic Intelligence

James Newman, MD PC

Plan context: James Newman, MD PC 401(K) Plan

EIN 94-3291196 • San Mateo, CA • 20 filings • 5 plans

50 South San Mateo Drive, Suite 320San Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,210,054

2024 Contributions

$18,397

Historical Graphs

Total Assets Over Time

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

$1,210,054$605,027$0200420182024YearValue
$1,210,054Latest year 2024

Participants Over Time

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

840200420112024YearValue
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
202417$1,210,054$18,397$2,628iApproximate average salary by contribution assumption: employee only about $65,704 at 4% or $43,802 at 6%; with 50% employer match about $43,802 at 4% or $29,202 at 6%; with 100% employer match about $32,852 at 4% or $21,901 at 6%.
James Newman, MD PC 401(K) Plan-7$1,210,054$18,397$2,628iApproximate average salary by contribution assumption: employee only about $65,704 at 4% or $43,802 at 6%; with 50% employer match about $43,802 at 4% or $29,202 at 6%; with 100% employer match about $32,852 at 4% or $21,901 at 6%.
202316$1,146,296$27,489$4,582iApproximate average salary by contribution assumption: employee only about $114,538 at 4% or $76,358 at 6%; with 50% employer match about $76,358 at 4% or $50,906 at 6%; with 100% employer match about $57,269 at 4% or $38,179 at 6%.
James Newman, MD PC 401(K) Plan-6$1,146,296$27,489$4,582iApproximate average salary by contribution assumption: employee only about $114,538 at 4% or $76,358 at 6%; with 50% employer match about $76,358 at 4% or $50,906 at 6%; with 100% employer match about $57,269 at 4% or $38,179 at 6%.
202216$1,016,918$21,963$3,661iApproximate average salary by contribution assumption: employee only about $91,513 at 4% or $61,008 at 6%; with 50% employer match about $61,008 at 4% or $40,672 at 6%; with 100% employer match about $45,756 at 4% or $30,504 at 6%.
James Newman, MD PC 401(K) Plan-6$1,016,918$21,963$3,661iApproximate average salary by contribution assumption: employee only about $91,513 at 4% or $61,008 at 6%; with 50% employer match about $61,008 at 4% or $40,672 at 6%; with 100% employer match about $45,756 at 4% or $30,504 at 6%.
202117$1,189,552$15,719$2,246iApproximate average salary by contribution assumption: employee only about $56,139 at 4% or $37,426 at 6%; with 50% employer match about $37,426 at 4% or $24,951 at 6%; with 100% employer match about $28,070 at 4% or $18,713 at 6%.
James Newman, MD PC 401(K) Plan-7$1,189,552$15,719$2,246iApproximate average salary by contribution assumption: employee only about $56,139 at 4% or $37,426 at 6%; with 50% employer match about $37,426 at 4% or $24,951 at 6%; with 100% employer match about $28,070 at 4% or $18,713 at 6%.
202016$1,057,241$70,414$11,736iApproximate average salary by contribution assumption: employee only about $293,392 at 4% or $195,594 at 6%; with 50% employer match about $195,594 at 4% or $130,396 at 6%; with 100% employer match about $146,696 at 4% or $97,797 at 6%.
James Newman, MD PC 401(K) Plan-6$1,057,241$70,414$11,736iApproximate average salary by contribution assumption: employee only about $293,392 at 4% or $195,594 at 6%; with 50% employer match about $195,594 at 4% or $130,396 at 6%; with 100% employer match about $146,696 at 4% or $97,797 at 6%.
201918$839,172$35,278$4,410iApproximate average salary by contribution assumption: employee only about $110,244 at 4% or $73,496 at 6%; with 50% employer match about $73,496 at 4% or $48,997 at 6%; with 100% employer match about $55,122 at 4% or $36,748 at 6%.
James Newman, MD PC 401(K) Plan-8$839,172$35,278$4,410iApproximate average salary by contribution assumption: employee only about $110,244 at 4% or $73,496 at 6%; with 50% employer match about $73,496 at 4% or $48,997 at 6%; with 100% employer match about $55,122 at 4% or $36,748 at 6%.
201817$651,436$0-
James Newman, MD PC 401(K) Plan-7$651,436--
201117$231,719$44,531$6,362iApproximate average salary by contribution assumption: employee only about $159,039 at 4% or $106,026 at 6%; with 50% employer match about $106,026 at 4% or $70,684 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%.
James Newman, MD PC 401(K) Plan-7$231,719$44,531$6,362iApproximate average salary by contribution assumption: employee only about $159,039 at 4% or $106,026 at 6%; with 50% employer match about $106,026 at 4% or $70,684 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%.
201026$197,360$37,475$6,246iApproximate average salary by contribution assumption: employee only about $156,146 at 4% or $104,097 at 6%; with 50% employer match about $104,097 at 4% or $69,398 at 6%; with 100% employer match about $78,073 at 4% or $52,049 at 6%.
James Newman, MD PC 401(K) Plan-6$197,360$37,475$6,246iApproximate average salary by contribution assumption: employee only about $156,146 at 4% or $104,097 at 6%; with 50% employer match about $104,097 at 4% or $69,398 at 6%; with 100% employer match about $78,073 at 4% or $52,049 at 6%.
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-0$0$0-
200925$722,242$163,248$32,650iApproximate average salary by contribution assumption: employee only about $816,240 at 4% or $544,160 at 6%; with 50% employer match about $544,160 at 4% or $362,773 at 6%; with 100% employer match about $408,120 at 4% or $272,080 at 6%.
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-4$576,905$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
James Newman, MD PC 401(K) Plan-5$145,337$38,248$7,650iApproximate average salary by contribution assumption: employee only about $191,240 at 4% or $127,493 at 6%; with 50% employer match about $127,493 at 4% or $84,996 at 6%; with 100% employer match about $95,620 at 4% or $63,747 at 6%.
200824$436,800$108,437$27,109iApproximate average salary by contribution assumption: employee only about $677,731 at 4% or $451,821 at 6%; with 50% employer match about $451,821 at 4% or $301,214 at 6%; with 100% employer match about $338,866 at 4% or $225,910 at 6%.
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-4$349,321$66,235$16,559iApproximate average salary by contribution assumption: employee only about $413,969 at 4% or $275,979 at 6%; with 50% employer match about $275,979 at 4% or $183,986 at 6%; with 100% employer match about $206,984 at 4% or $137,990 at 6%.
James Newman, MD PC 401(K) Plan-4$87,479$42,202$10,551iApproximate average salary by contribution assumption: employee only about $263,763 at 4% or $175,842 at 6%; with 50% employer match about $175,842 at 4% or $117,228 at 6%; with 100% employer match about $131,881 at 4% or $87,921 at 6%.
200722$0$0-
James Newman, MD PC 401(K) Plan-2---
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-2---
200624$397,632$130,059$32,515iApproximate average salary by contribution assumption: employee only about $812,869 at 4% or $541,913 at 6%; with 50% employer match about $541,913 at 4% or $361,275 at 6%; with 100% employer match about $406,434 at 4% or $270,956 at 6%.
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-2$358,971$91,320$45,660iApproximate average salary by contribution assumption: employee only about $1,141,500 at 4% or $761,000 at 6%; with 50% employer match about $761,000 at 4% or $507,333 at 6%; with 100% employer match about $570,750 at 4% or $380,500 at 6%.
James Newman, MD PC 401(K) Plan-4$38,661$38,739$9,685iApproximate average salary by contribution assumption: employee only about $242,119 at 4% or $161,413 at 6%; with 50% employer match about $161,413 at 4% or $107,608 at 6%; with 100% employer match about $121,059 at 4% or $80,706 at 6%.
200512$269,151$111,489$55,745iApproximate average salary by contribution assumption: employee only about $1,393,613 at 4% or $929,075 at 6%; with 50% employer match about $929,075 at 4% or $619,383 at 6%; with 100% employer match about $696,806 at 4% or $464,538 at 6%.
JAMES NEWMAN, MD, PC DEFINED BENEFIT PLAN-2$269,151$111,489$55,745iApproximate average salary by contribution assumption: employee only about $1,393,613 at 4% or $929,075 at 6%; with 50% employer match about $929,075 at 4% or $619,383 at 6%; with 100% employer match about $696,806 at 4% or $464,538 at 6%.
200412$187,672$119,952$59,976iApproximate average salary by contribution assumption: employee only about $1,499,400 at 4% or $999,600 at 6%; with 50% employer match about $999,600 at 4% or $666,400 at 6%; with 100% employer match about $749,700 at 4% or $499,800 at 6%.
JAMES NEWMAN, MD, PC-2$187,672$119,952$59,976iApproximate average salary by contribution assumption: employee only about $1,499,400 at 4% or $999,600 at 6%; with 50% employer match about $999,600 at 4% or $666,400 at 6%; with 100% employer match about $749,700 at 4% or $499,800 at 6%.