Civic Intelligence

Robert K. Story Jr., M.D.

Plan context: Robert K. Story Jr., M.D. Profit Sharing Plan

EIN 01-0402003 • 12 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$2,510,911

2007 Contributions

$29,738

Historical Graphs

Total Assets Over Time

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

$2,510,911$1,255,456$0199920032006YearValue
$2,510,911Latest year 2006

Participants Over Time

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

320199920032006YearValue
1Latest year 2006

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
200710$0$0-
Robert K. Story Jr., M.D. Profit Sharing Plan-0---
200611$2,510,911$29,738$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-1$2,510,911$29,738$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
200513$2,235,108$59,535$19,845iApproximate average salary by contribution assumption: employee only about $496,125 at 4% or $330,750 at 6%; with 50% employer match about $330,750 at 4% or $220,500 at 6%; with 100% employer match about $248,063 at 4% or $165,375 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$2,235,108$59,535$19,845iApproximate average salary by contribution assumption: employee only about $496,125 at 4% or $330,750 at 6%; with 50% employer match about $330,750 at 4% or $220,500 at 6%; with 100% employer match about $248,063 at 4% or $165,375 at 6%.
200412$2,050,439$42,351$21,176iApproximate average salary by contribution assumption: employee only about $529,388 at 4% or $352,925 at 6%; with 50% employer match about $352,925 at 4% or $235,283 at 6%; with 100% employer match about $264,694 at 4% or $176,463 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-2$2,050,439$42,351$21,176iApproximate average salary by contribution assumption: employee only about $529,388 at 4% or $352,925 at 6%; with 50% employer match about $352,925 at 4% or $235,283 at 6%; with 100% employer match about $264,694 at 4% or $176,463 at 6%.
200313$1,921,624$43,970$14,657iApproximate average salary by contribution assumption: employee only about $366,417 at 4% or $244,278 at 6%; with 50% employer match about $244,278 at 4% or $162,852 at 6%; with 100% employer match about $183,208 at 4% or $122,139 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$1,921,624$43,970$14,657iApproximate average salary by contribution assumption: employee only about $366,417 at 4% or $244,278 at 6%; with 50% employer match about $244,278 at 4% or $162,852 at 6%; with 100% employer match about $183,208 at 4% or $122,139 at 6%.
200213$1,595,685$43,375$14,458iApproximate average salary by contribution assumption: employee only about $361,458 at 4% or $240,972 at 6%; with 50% employer match about $240,972 at 4% or $160,648 at 6%; with 100% employer match about $180,729 at 4% or $120,486 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$1,595,685$43,375$14,458iApproximate average salary by contribution assumption: employee only about $361,458 at 4% or $240,972 at 6%; with 50% employer match about $240,972 at 4% or $160,648 at 6%; with 100% employer match about $180,729 at 4% or $120,486 at 6%.
200123$1,657,152$46,223$15,408iApproximate average salary by contribution assumption: employee only about $385,192 at 4% or $256,794 at 6%; with 50% employer match about $256,794 at 4% or $171,196 at 6%; with 100% employer match about $192,596 at 4% or $128,397 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$1,657,152$23,194$7,731iApproximate average salary by contribution assumption: employee only about $193,283 at 4% or $128,856 at 6%; with 50% employer match about $128,856 at 4% or $85,904 at 6%; with 100% employer match about $96,642 at 4% or $64,428 at 6%.
Robert K. Story Jr., M.D. Money Purchase Pension Plan-0-$23,029-
200023$1,684,356$40,849$13,616iApproximate average salary by contribution assumption: employee only about $340,408 at 4% or $226,939 at 6%; with 50% employer match about $226,939 at 4% or $151,293 at 6%; with 100% employer match about $170,204 at 4% or $113,469 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$849,710$20,924$6,975iApproximate average salary by contribution assumption: employee only about $174,367 at 4% or $116,244 at 6%; with 50% employer match about $116,244 at 4% or $77,496 at 6%; with 100% employer match about $87,183 at 4% or $58,122 at 6%.
Robert K. Story Jr., M.D. Money Purchase Pension Plan-3$834,646$19,925$6,642iApproximate average salary by contribution assumption: employee only about $166,042 at 4% or $110,694 at 6%; with 50% employer match about $110,694 at 4% or $73,796 at 6%; with 100% employer match about $83,021 at 4% or $55,347 at 6%.
199923$1,463,686$38,933$12,978iApproximate average salary by contribution assumption: employee only about $324,442 at 4% or $216,294 at 6%; with 50% employer match about $216,294 at 4% or $144,196 at 6%; with 100% employer match about $162,221 at 4% or $108,147 at 6%.
Robert K. Story Jr., M.D. Profit Sharing Plan-3$738,106$16,720$5,573iApproximate average salary by contribution assumption: employee only about $139,333 at 4% or $92,889 at 6%; with 50% employer match about $92,889 at 4% or $61,926 at 6%; with 100% employer match about $69,667 at 4% or $46,444 at 6%.
Robert K. Story Jr., M.D. Money Purchase Pension Plan-3$725,580$22,213$7,404iApproximate average salary by contribution assumption: employee only about $185,108 at 4% or $123,406 at 6%; with 50% employer match about $123,406 at 4% or $82,270 at 6%; with 100% employer match about $92,554 at 4% or $61,703 at 6%.