Civic Intelligence

Jerold E Beeve M D A

Plan context: Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust

EIN 95-4731051 • Montrose, CA • 26 filings • 6 plans

2029 Verdugo Blvd.P.O. Box 158Montrose, CA 91020
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,032,071

2024 Contributions

$276,300

Historical Graphs

Total Assets Over Time

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

$3,032,071$1,516,036$0200320162024YearValue
$3,032,071Latest year 2024

Participants Over Time

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

1890200320162024YearValue
17Latest 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
2024217$3,032,071$276,300$16,253iApproximate average salary by contribution assumption: employee only about $406,324 at 4% or $270,882 at 6%; with 50% employer match about $270,882 at 4% or $180,588 at 6%; with 100% employer match about $203,162 at 4% or $135,441 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-17$1,736,719$76,300$4,488iApproximate average salary by contribution assumption: employee only about $112,206 at 4% or $74,804 at 6%; with 50% employer match about $74,804 at 4% or $49,869 at 6%; with 100% employer match about $56,103 at 4% or $37,402 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-13$1,295,352$200,000$15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%.
2023216$2,457,137$162,970$10,186iApproximate average salary by contribution assumption: employee only about $254,641 at 4% or $169,760 at 6%; with 50% employer match about $169,760 at 4% or $113,174 at 6%; with 100% employer match about $127,320 at 4% or $84,880 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-16$1,493,779$62,970$3,936iApproximate average salary by contribution assumption: employee only about $98,391 at 4% or $65,594 at 6%; with 50% employer match about $65,594 at 4% or $43,729 at 6%; with 100% employer match about $49,195 at 4% or $32,797 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-15$963,358$100,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2022218$2,049,125$287,615$15,979iApproximate average salary by contribution assumption: employee only about $399,465 at 4% or $266,310 at 6%; with 50% employer match about $266,310 at 4% or $177,540 at 6%; with 100% employer match about $199,733 at 4% or $133,155 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-18$1,286,404$87,615$4,868iApproximate average salary by contribution assumption: employee only about $121,688 at 4% or $81,125 at 6%; with 50% employer match about $81,125 at 4% or $54,083 at 6%; with 100% employer match about $60,844 at 4% or $40,563 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-17$762,721$200,000$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
2021215$2,078,138$259,404$17,294iApproximate average salary by contribution assumption: employee only about $432,340 at 4% or $288,227 at 6%; with 50% employer match about $288,227 at 4% or $192,151 at 6%; with 100% employer match about $216,170 at 4% or $144,113 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-15$1,381,289$59,404$3,960iApproximate average salary by contribution assumption: employee only about $99,007 at 4% or $66,004 at 6%; with 50% employer match about $66,004 at 4% or $44,003 at 6%; with 100% employer match about $49,503 at 4% or $33,002 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-15$696,849$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2020215$1,563,745$263,966$17,598iApproximate average salary by contribution assumption: employee only about $439,943 at 4% or $293,296 at 6%; with 50% employer match about $293,296 at 4% or $195,530 at 6%; with 100% employer match about $219,972 at 4% or $146,648 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-15$1,123,168$63,966$4,264iApproximate average salary by contribution assumption: employee only about $106,610 at 4% or $71,073 at 6%; with 50% employer match about $71,073 at 4% or $47,382 at 6%; with 100% employer match about $53,305 at 4% or $35,537 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-14$440,577$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2019211$1,140,144$228,642$20,786iApproximate average salary by contribution assumption: employee only about $519,641 at 4% or $346,427 at 6%; with 50% employer match about $346,427 at 4% or $230,952 at 6%; with 100% employer match about $259,820 at 4% or $173,214 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$960,144$48,642$5,405iApproximate average salary by contribution assumption: employee only about $135,117 at 4% or $90,078 at 6%; with 50% employer match about $90,078 at 4% or $60,052 at 6%; with 100% employer match about $67,558 at 4% or $45,039 at 6%.
SCOTT W BEEVE MD INC CASH BALANCE PLAN-11$180,000$180,000$16,364iApproximate average salary by contribution assumption: employee only about $409,091 at 4% or $272,727 at 6%; with 50% employer match about $272,727 at 4% or $181,818 at 6%; with 100% employer match about $204,545 at 4% or $136,364 at 6%.
201819$730,849$50,429$5,603iApproximate average salary by contribution assumption: employee only about $140,081 at 4% or $93,387 at 6%; with 50% employer match about $93,387 at 4% or $62,258 at 6%; with 100% employer match about $70,040 at 4% or $46,694 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$730,849$50,429$5,603iApproximate average salary by contribution assumption: employee only about $140,081 at 4% or $93,387 at 6%; with 50% employer match about $93,387 at 4% or $62,258 at 6%; with 100% employer match about $70,040 at 4% or $46,694 at 6%.
2017110$738,068$53,563$5,356iApproximate average salary by contribution assumption: employee only about $133,908 at 4% or $89,272 at 6%; with 50% employer match about $89,272 at 4% or $59,514 at 6%; with 100% employer match about $66,954 at 4% or $44,636 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-10$738,068$53,563$5,356iApproximate average salary by contribution assumption: employee only about $133,908 at 4% or $89,272 at 6%; with 50% employer match about $89,272 at 4% or $59,514 at 6%; with 100% employer match about $66,954 at 4% or $44,636 at 6%.
201619$598,549$47,060$5,229iApproximate average salary by contribution assumption: employee only about $130,722 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,099 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$598,549$47,060$5,229iApproximate average salary by contribution assumption: employee only about $130,722 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,099 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%.
201519$524,610$49,873$5,541iApproximate average salary by contribution assumption: employee only about $138,536 at 4% or $92,357 at 6%; with 50% employer match about $92,357 at 4% or $61,572 at 6%; with 100% employer match about $69,268 at 4% or $46,179 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$524,610$49,873$5,541iApproximate average salary by contribution assumption: employee only about $138,536 at 4% or $92,357 at 6%; with 50% employer match about $92,357 at 4% or $61,572 at 6%; with 100% employer match about $69,268 at 4% or $46,179 at 6%.
2014110$569,029$54,843$5,484iApproximate average salary by contribution assumption: employee only about $137,108 at 4% or $91,405 at 6%; with 50% employer match about $91,405 at 4% or $60,937 at 6%; with 100% employer match about $68,554 at 4% or $45,703 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-10$569,029$54,843$5,484iApproximate average salary by contribution assumption: employee only about $137,108 at 4% or $91,405 at 6%; with 50% employer match about $91,405 at 4% or $60,937 at 6%; with 100% employer match about $68,554 at 4% or $45,703 at 6%.
2013110$491,199$46,298$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,163 at 6%; with 50% employer match about $77,163 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-10$491,199$46,298$4,630iApproximate average salary by contribution assumption: employee only about $115,745 at 4% or $77,163 at 6%; with 50% employer match about $77,163 at 4% or $51,442 at 6%; with 100% employer match about $57,873 at 4% or $38,582 at 6%.
201219$396,305$43,550$4,839iApproximate average salary by contribution assumption: employee only about $120,972 at 4% or $80,648 at 6%; with 50% employer match about $80,648 at 4% or $53,765 at 6%; with 100% employer match about $60,486 at 4% or $40,324 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$396,305$43,550$4,839iApproximate average salary by contribution assumption: employee only about $120,972 at 4% or $80,648 at 6%; with 50% employer match about $80,648 at 4% or $53,765 at 6%; with 100% employer match about $60,486 at 4% or $40,324 at 6%.
201119$326,148$50,644$5,627iApproximate average salary by contribution assumption: employee only about $140,678 at 4% or $93,785 at 6%; with 50% employer match about $93,785 at 4% or $62,523 at 6%; with 100% employer match about $70,339 at 4% or $46,893 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-9$326,148$50,644$5,627iApproximate average salary by contribution assumption: employee only about $140,678 at 4% or $93,785 at 6%; with 50% employer match about $93,785 at 4% or $62,523 at 6%; with 100% employer match about $70,339 at 4% or $46,893 at 6%.
2009312$840,314$175,241$14,603iApproximate average salary by contribution assumption: employee only about $365,085 at 4% or $243,390 at 6%; with 50% employer match about $243,390 at 4% or $162,260 at 6%; with 100% employer match about $182,543 at 4% or $121,695 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-12$298,690$68,974$5,748iApproximate average salary by contribution assumption: employee only about $143,696 at 4% or $95,797 at 6%; with 50% employer match about $95,797 at 4% or $63,865 at 6%; with 100% employer match about $71,848 at 4% or $47,899 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-12$282,543$50,524$4,210iApproximate average salary by contribution assumption: employee only about $105,258 at 4% or $70,172 at 6%; with 50% employer match about $70,172 at 4% or $46,781 at 6%; with 100% employer match about $52,629 at 4% or $35,086 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-11$259,081$55,743$5,068iApproximate average salary by contribution assumption: employee only about $126,689 at 4% or $84,459 at 6%; with 50% employer match about $84,459 at 4% or $56,306 at 6%; with 100% employer match about $63,344 at 4% or $42,230 at 6%.
2005110$206,424$80,431$8,043iApproximate average salary by contribution assumption: employee only about $201,078 at 4% or $134,052 at 6%; with 50% employer match about $134,052 at 4% or $89,368 at 6%; with 100% employer match about $100,539 at 4% or $67,026 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-10$206,424$80,431$8,043iApproximate average salary by contribution assumption: employee only about $201,078 at 4% or $134,052 at 6%; with 50% employer match about $134,052 at 4% or $89,368 at 6%; with 100% employer match about $100,539 at 4% or $67,026 at 6%.
2004113$127,728$66,948$5,150iApproximate average salary by contribution assumption: employee only about $128,746 at 4% or $85,831 at 6%; with 50% employer match about $85,831 at 4% or $57,221 at 6%; with 100% employer match about $64,373 at 4% or $42,915 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-13$127,728$66,948$5,150iApproximate average salary by contribution assumption: employee only about $128,746 at 4% or $85,831 at 6%; with 50% employer match about $85,831 at 4% or $57,221 at 6%; with 100% employer match about $64,373 at 4% or $42,915 at 6%.
2003112$53,859$51,947$4,329iApproximate average salary by contribution assumption: employee only about $108,223 at 4% or $72,149 at 6%; with 50% employer match about $72,149 at 4% or $48,099 at 6%; with 100% employer match about $54,111 at 4% or $36,074 at 6%.
Scott W Beeve MD Inc 401K Profit Sharing Plan & Trust-12$53,859$51,947$4,329iApproximate average salary by contribution assumption: employee only about $108,223 at 4% or $72,149 at 6%; with 50% employer match about $72,149 at 4% or $48,099 at 6%; with 100% employer match about $54,111 at 4% or $36,074 at 6%.