Charles C. Greene, MD, Phd, Pa
Plan context: CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST
EIN 01-0681671 • Jacksonville, FL • 31 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$5,492,465
2024 Contributions
$313,062
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 28 | $5,492,465 | $313,062 | $11,181iApproximate average salary by contribution assumption: employee only about $279,520 at 4% or $186,346 at 6%; with 50% employer match about $186,346 at 4% or $124,231 at 6%; with 100% employer match about $139,760 at 4% or $93,173 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $3,094,306 | $157,247 | $5,616iApproximate average salary by contribution assumption: employee only about $140,399 at 4% or $93,599 at 6%; with 50% employer match about $93,599 at 4% or $62,400 at 6%; with 100% employer match about $70,200 at 4% or $46,800 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 16 | $2,398,159 | $155,815 | $9,738iApproximate average salary by contribution assumption: employee only about $243,461 at 4% or $162,307 at 6%; with 50% employer match about $162,307 at 4% or $108,205 at 6%; with 100% employer match about $121,730 at 4% or $81,154 at 6%. |
| 2023 | 2 | 16 | $4,540,208 | $211,360 | $13,210iApproximate average salary by contribution assumption: employee only about $330,250 at 4% or $220,167 at 6%; with 50% employer match about $220,167 at 4% or $146,778 at 6%; with 100% employer match about $165,125 at 4% or $110,083 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $2,499,827 | $111,360 | $6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 4 | $2,040,381 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2022 | 2 | 15 | $3,742,983 | $218,662 | $14,577iApproximate average salary by contribution assumption: employee only about $364,437 at 4% or $242,958 at 6%; with 50% employer match about $242,958 at 4% or $161,972 at 6%; with 100% employer match about $182,218 at 4% or $121,479 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $2,053,422 | $110,467 | $7,364iApproximate average salary by contribution assumption: employee only about $184,112 at 4% or $122,741 at 6%; with 50% employer match about $122,741 at 4% or $81,827 at 6%; with 100% employer match about $92,056 at 4% or $61,371 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 14 | $1,689,561 | $108,195 | $7,728iApproximate average salary by contribution assumption: employee only about $193,205 at 4% or $128,804 at 6%; with 50% employer match about $128,804 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%. |
| 2021 | 2 | 30 | $4,288,588 | $189,678 | $6,323iApproximate average salary by contribution assumption: employee only about $158,065 at 4% or $105,377 at 6%; with 50% employer match about $105,377 at 4% or $70,251 at 6%; with 100% employer match about $79,033 at 4% or $52,688 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 30 | $2,436,466 | $133,137 | $4,438iApproximate average salary by contribution assumption: employee only about $110,947 at 4% or $73,965 at 6%; with 50% employer match about $73,965 at 4% or $49,310 at 6%; with 100% employer match about $55,474 at 4% or $36,983 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 14 | $1,852,122 | $56,541 | $4,039iApproximate average salary by contribution assumption: employee only about $100,966 at 4% or $67,311 at 6%; with 50% employer match about $67,311 at 4% or $44,874 at 6%; with 100% employer match about $50,483 at 4% or $33,655 at 6%. |
| 2020 | 2 | 46 | $3,704,457 | $125,565 | $2,730iApproximate average salary by contribution assumption: employee only about $68,242 at 4% or $45,495 at 6%; with 50% employer match about $45,495 at 4% or $30,330 at 6%; with 100% employer match about $34,121 at 4% or $22,747 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 46 | $2,110,062 | $105,448 | $2,292iApproximate average salary by contribution assumption: employee only about $57,309 at 4% or $38,206 at 6%; with 50% employer match about $38,206 at 4% or $25,471 at 6%; with 100% employer match about $28,654 at 4% or $19,103 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 19 | $1,594,395 | $20,117 | $1,059iApproximate average salary by contribution assumption: employee only about $26,470 at 4% or $17,646 at 6%; with 50% employer match about $17,646 at 4% or $11,764 at 6%; with 100% employer match about $13,235 at 4% or $8,823 at 6%. |
| 2019 | 2 | 49 | $3,184,541 | $172,131 | $3,513iApproximate average salary by contribution assumption: employee only about $87,822 at 4% or $58,548 at 6%; with 50% employer match about $58,548 at 4% or $39,032 at 6%; with 100% employer match about $43,911 at 4% or $29,274 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 49 | $1,719,740 | $87,418 | $1,784iApproximate average salary by contribution assumption: employee only about $44,601 at 4% or $29,734 at 6%; with 50% employer match about $29,734 at 4% or $19,823 at 6%; with 100% employer match about $22,301 at 4% or $14,867 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 20 | $1,464,801 | $84,713 | $4,236iApproximate average salary by contribution assumption: employee only about $105,891 at 4% or $70,594 at 6%; with 50% employer match about $70,594 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,297 at 6%. |
| 2018 | 2 | 47 | $2,584,487 | $290,907 | $6,190iApproximate average salary by contribution assumption: employee only about $154,738 at 4% or $103,159 at 6%; with 50% employer match about $103,159 at 4% or $68,772 at 6%; with 100% employer match about $77,369 at 4% or $51,579 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 47 | $1,368,610 | $152,708 | $3,249iApproximate average salary by contribution assumption: employee only about $81,228 at 4% or $54,152 at 6%; with 50% employer match about $54,152 at 4% or $36,101 at 6%; with 100% employer match about $40,614 at 4% or $27,076 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 21 | $1,215,877 | $138,199 | $6,581iApproximate average salary by contribution assumption: employee only about $164,523 at 4% or $109,682 at 6%; with 50% employer match about $109,682 at 4% or $73,121 at 6%; with 100% employer match about $82,261 at 4% or $54,841 at 6%. |
| 2017 | 2 | 51 | $2,514,991 | $308,114 | $6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,691 at 6%; with 50% employer match about $100,691 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 51 | $1,345,434 | $171,402 | $3,361iApproximate average salary by contribution assumption: employee only about $84,021 at 4% or $56,014 at 6%; with 50% employer match about $56,014 at 4% or $37,342 at 6%; with 100% employer match about $42,010 at 4% or $28,007 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 19 | $1,169,557 | $136,712 | $7,195iApproximate average salary by contribution assumption: employee only about $179,884 at 4% or $119,923 at 6%; with 50% employer match about $119,923 at 4% or $79,949 at 6%; with 100% employer match about $89,942 at 4% or $59,961 at 6%. |
| 2016 | 2 | 40 | $2,004,808 | $124,414 | $3,110iApproximate average salary by contribution assumption: employee only about $77,759 at 4% or $51,839 at 6%; with 50% employer match about $51,839 at 4% or $34,559 at 6%; with 100% employer match about $38,879 at 4% or $25,920 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 40 | $1,048,571 | $124,414 | $3,110iApproximate average salary by contribution assumption: employee only about $77,759 at 4% or $51,839 at 6%; with 50% employer match about $51,839 at 4% or $34,559 at 6%; with 100% employer match about $38,879 at 4% or $25,920 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 20 | $956,237 | - | - |
| 2015 | 2 | 28 | $1,762,579 | $297,456 | $10,623iApproximate average salary by contribution assumption: employee only about $265,586 at 4% or $177,057 at 6%; with 50% employer match about $177,057 at 4% or $118,038 at 6%; with 100% employer match about $132,793 at 4% or $88,529 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $890,383 | $97,456 | $3,481iApproximate average salary by contribution assumption: employee only about $87,014 at 4% or $58,010 at 6%; with 50% employer match about $58,010 at 4% or $38,673 at 6%; with 100% employer match about $43,507 at 4% or $29,005 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 19 | $872,196 | $200,000 | $10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%. |
| 2014 | 2 | 22 | $1,563,255 | $257,396 | $11,700iApproximate average salary by contribution assumption: employee only about $292,495 at 4% or $194,997 at 6%; with 50% employer match about $194,997 at 4% or $129,998 at 6%; with 100% employer match about $146,248 at 4% or $97,498 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $803,277 | $83,518 | $3,796iApproximate average salary by contribution assumption: employee only about $94,907 at 4% or $63,271 at 6%; with 50% employer match about $63,271 at 4% or $42,181 at 6%; with 100% employer match about $47,453 at 4% or $31,636 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 19 | $759,978 | $173,878 | $9,151iApproximate average salary by contribution assumption: employee only about $228,787 at 4% or $152,525 at 6%; with 50% employer match about $152,525 at 4% or $101,683 at 6%; with 100% employer match about $114,393 at 4% or $76,262 at 6%. |
| 2013 | 2 | 16 | $1,246,866 | $244,588 | $15,287iApproximate average salary by contribution assumption: employee only about $382,169 at 4% or $254,779 at 6%; with 50% employer match about $254,779 at 4% or $169,853 at 6%; with 100% employer match about $191,084 at 4% or $127,390 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $697,241 | $59,773 | $3,736iApproximate average salary by contribution assumption: employee only about $93,395 at 4% or $62,264 at 6%; with 50% employer match about $62,264 at 4% or $41,509 at 6%; with 100% employer match about $46,698 at 4% or $31,132 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 12 | $549,625 | $184,815 | $15,401iApproximate average salary by contribution assumption: employee only about $385,031 at 4% or $256,688 at 6%; with 50% employer match about $256,688 at 4% or $171,125 at 6%; with 100% employer match about $192,516 at 4% or $128,344 at 6%. |
| 2012 | 2 | 12 | $925,011 | $152,521 | $12,710iApproximate average salary by contribution assumption: employee only about $317,752 at 4% or $211,835 at 6%; with 50% employer match about $211,835 at 4% or $141,223 at 6%; with 100% employer match about $158,876 at 4% or $105,917 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $573,066 | $37,029 | $3,366iApproximate average salary by contribution assumption: employee only about $84,157 at 4% or $56,105 at 6%; with 50% employer match about $56,105 at 4% or $37,403 at 6%; with 100% employer match about $42,078 at 4% or $28,052 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 12 | $351,945 | $115,492 | $9,624iApproximate average salary by contribution assumption: employee only about $240,608 at 4% or $160,406 at 6%; with 50% employer match about $160,406 at 4% or $106,937 at 6%; with 100% employer match about $120,304 at 4% or $80,203 at 6%. |
| 2011 | 2 | 11 | $770,089 | $248,837 | $22,622iApproximate average salary by contribution assumption: employee only about $565,539 at 4% or $377,026 at 6%; with 50% employer match about $377,026 at 4% or $251,351 at 6%; with 100% employer match about $282,769 at 4% or $188,513 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $500,865 | $84,613 | $7,692iApproximate average salary by contribution assumption: employee only about $192,302 at 4% or $128,202 at 6%; with 50% employer match about $128,202 at 4% or $85,468 at 6%; with 100% employer match about $96,151 at 4% or $64,101 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 9 | $269,224 | $164,224 | $18,247iApproximate average salary by contribution assumption: employee only about $456,178 at 4% or $304,119 at 6%; with 50% employer match about $304,119 at 4% or $202,746 at 6%; with 100% employer match about $228,089 at 4% or $152,059 at 6%. |
| 2010 | 3 | 9 | $910,383 | $243,720 | $27,080iApproximate average salary by contribution assumption: employee only about $677,000 at 4% or $451,333 at 6%; with 50% employer match about $451,333 at 4% or $300,889 at 6%; with 100% employer match about $338,500 at 4% or $225,667 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $436,308 | $54,884 | $6,098iApproximate average salary by contribution assumption: employee only about $152,456 at 4% or $101,637 at 6%; with 50% employer match about $101,637 at 4% or $67,758 at 6%; with 100% employer match about $76,228 at 4% or $50,819 at 6%. |
| CHARLES C. GREENE, MD, PHD, PA | - | 7 | $334,075 | $48,836 | $6,977iApproximate average salary by contribution assumption: employee only about $174,414 at 4% or $116,276 at 6%; with 50% employer match about $116,276 at 4% or $77,517 at 6%; with 100% employer match about $87,207 at 4% or $58,138 at 6%. |
| Charles C. Greene, MD, Phd, Pa, Cash Balance Plan | - | 9 | $140,000 | $140,000 | $15,556iApproximate average salary by contribution assumption: employee only about $388,889 at 4% or $259,259 at 6%; with 50% employer match about $259,259 at 4% or $172,840 at 6%; with 100% employer match about $194,444 at 4% or $129,630 at 6%. |