Civic Intelligence

James a. Sarnelle, M.D.

Plan context: James a. Sarnelle Profit Sharing Trust

EIN 06-1241073 • Stamford, CT • 27 filings • 3 plans

90 Morgan StreetSuite 304Stamford, CT 06905
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$1,071,137

2014 Contributions

$51,053

Historical Graphs

Total Assets Over Time

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

$1,071,137$535,569$0200020082013YearValue
$1,071,137Latest year 2013

Participants Over Time

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

420200020072013YearValue
3Latest year 2013

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
201410$0$0-
James a. Sarnelle Profit Sharing Trust-0$0$0-
201313$1,071,137$51,053$17,018iApproximate average salary by contribution assumption: employee only about $425,442 at 4% or $283,628 at 6%; with 50% employer match about $283,628 at 4% or $189,085 at 6%; with 100% employer match about $212,721 at 4% or $141,814 at 6%.
James a. Sarnelle Profit Sharing Trust-3$1,071,137$51,053$17,018iApproximate average salary by contribution assumption: employee only about $425,442 at 4% or $283,628 at 6%; with 50% employer match about $283,628 at 4% or $189,085 at 6%; with 100% employer match about $212,721 at 4% or $141,814 at 6%.
201214$974,370$69,254$17,314iApproximate average salary by contribution assumption: employee only about $432,838 at 4% or $288,558 at 6%; with 50% employer match about $288,558 at 4% or $192,372 at 6%; with 100% employer match about $216,419 at 4% or $144,279 at 6%.
James a. Sarnelle Profit Sharing Trust-4$974,370$69,254$17,314iApproximate average salary by contribution assumption: employee only about $432,838 at 4% or $288,558 at 6%; with 50% employer match about $288,558 at 4% or $192,372 at 6%; with 100% employer match about $216,419 at 4% or $144,279 at 6%.
201123$952,557$62,620$20,873iApproximate average salary by contribution assumption: employee only about $521,833 at 4% or $347,889 at 6%; with 50% employer match about $347,889 at 4% or $231,926 at 6%; with 100% employer match about $260,917 at 4% or $173,944 at 6%.
James a. Sarnelle Profit Sharing Trust-3$952,557$62,620$20,873iApproximate average salary by contribution assumption: employee only about $521,833 at 4% or $347,889 at 6%; with 50% employer match about $347,889 at 4% or $231,926 at 6%; with 100% employer match about $260,917 at 4% or $173,944 at 6%.
James a. Sarnelle Money Purchase Keogh-0---
201023$853,612$63,151$21,050iApproximate average salary by contribution assumption: employee only about $526,258 at 4% or $350,839 at 6%; with 50% employer match about $350,839 at 4% or $233,893 at 6%; with 100% employer match about $263,129 at 4% or $175,419 at 6%.
James a. Sarnelle Profit Sharing Trust-3$461,029$63,151$21,050iApproximate average salary by contribution assumption: employee only about $526,258 at 4% or $350,839 at 6%; with 50% employer match about $350,839 at 4% or $233,893 at 6%; with 100% employer match about $263,129 at 4% or $175,419 at 6%.
James a. Sarnelle Money Purchase Keogh-3$392,583--
200923$657,493$62,449$20,816iApproximate average salary by contribution assumption: employee only about $520,408 at 4% or $346,939 at 6%; with 50% employer match about $346,939 at 4% or $231,293 at 6%; with 100% employer match about $260,204 at 4% or $173,469 at 6%.
James a. Sarnelle Profit Sharing Trust-3$329,859$32,570$10,857iApproximate average salary by contribution assumption: employee only about $271,417 at 4% or $180,944 at 6%; with 50% employer match about $180,944 at 4% or $120,630 at 6%; with 100% employer match about $135,708 at 4% or $90,472 at 6%.
James a. Sarnelle Money Purchase Keogh-3$327,634$29,879$9,960iApproximate average salary by contribution assumption: employee only about $248,992 at 4% or $165,994 at 6%; with 50% employer match about $165,994 at 4% or $110,663 at 6%; with 100% employer match about $124,496 at 4% or $82,997 at 6%.
200823$449,526$59,186$19,729iApproximate average salary by contribution assumption: employee only about $493,217 at 4% or $328,811 at 6%; with 50% employer match about $328,811 at 4% or $219,207 at 6%; with 100% employer match about $246,608 at 4% or $164,406 at 6%.
James a. Sarnelle Profit Sharing Trust-3$225,153$30,912$10,304iApproximate average salary by contribution assumption: employee only about $257,600 at 4% or $171,733 at 6%; with 50% employer match about $171,733 at 4% or $114,489 at 6%; with 100% employer match about $128,800 at 4% or $85,867 at 6%.
James a. Sarnelle Money Purchase Keogh-3$224,373$28,274$9,425iApproximate average salary by contribution assumption: employee only about $235,617 at 4% or $157,078 at 6%; with 50% employer match about $157,078 at 4% or $104,719 at 6%; with 100% employer match about $117,808 at 4% or $78,539 at 6%.
200723$0$0-
James a. Sarnelle Money Purchase Keogh-3---
James a. Sarnelle Profit Sharing Trust-3---
200623$636,421$56,741$18,914iApproximate average salary by contribution assumption: employee only about $472,842 at 4% or $315,228 at 6%; with 50% employer match about $315,228 at 4% or $210,152 at 6%; with 100% employer match about $236,421 at 4% or $157,614 at 6%.
James a. Sarnelle Profit Sharing Trust-3$322,698$29,645$9,882iApproximate average salary by contribution assumption: employee only about $247,042 at 4% or $164,694 at 6%; with 50% employer match about $164,694 at 4% or $109,796 at 6%; with 100% employer match about $123,521 at 4% or $82,347 at 6%.
James a. Sarnelle Money Purchase Keogh-3$313,723$27,096$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
200523$505,825$58,450$19,483iApproximate average salary by contribution assumption: employee only about $487,083 at 4% or $324,722 at 6%; with 50% employer match about $324,722 at 4% or $216,481 at 6%; with 100% employer match about $243,542 at 4% or $162,361 at 6%.
James a. Sarnelle Money Purchase Keogh-3$252,923$27,980$9,327iApproximate average salary by contribution assumption: employee only about $233,167 at 4% or $155,444 at 6%; with 50% employer match about $155,444 at 4% or $103,630 at 6%; with 100% employer match about $116,583 at 4% or $77,722 at 6%.
James a. Sarnelle Profit Sharing Trust-3$252,902$30,470$10,157iApproximate average salary by contribution assumption: employee only about $253,917 at 4% or $169,278 at 6%; with 50% employer match about $169,278 at 4% or $112,852 at 6%; with 100% employer match about $126,958 at 4% or $84,639 at 6%.
200423$463,958$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
James a. Sarnelle Money Purchase Keogh-3$236,996$25,300$8,433iApproximate average salary by contribution assumption: employee only about $210,833 at 4% or $140,556 at 6%; with 50% employer match about $140,556 at 4% or $93,704 at 6%; with 100% employer match about $105,417 at 4% or $70,278 at 6%.
James a. Sarnelle Profit Sharing Trust-3$226,962$27,700$9,233iApproximate average salary by contribution assumption: employee only about $230,833 at 4% or $153,889 at 6%; with 50% employer match about $153,889 at 4% or $102,593 at 6%; with 100% employer match about $115,417 at 4% or $76,944 at 6%.
200323$408,383$51,763$17,254iApproximate average salary by contribution assumption: employee only about $431,358 at 4% or $287,572 at 6%; with 50% employer match about $287,572 at 4% or $191,715 at 6%; with 100% employer match about $215,679 at 4% or $143,786 at 6%.
James a. Sarnelle Money Purchase Keogh-3$211,279$24,705$8,235iApproximate average salary by contribution assumption: employee only about $205,875 at 4% or $137,250 at 6%; with 50% employer match about $137,250 at 4% or $91,500 at 6%; with 100% employer match about $102,938 at 4% or $68,625 at 6%.
James a. Sarnelle Profit Sharing Trust-3$197,104$27,058$9,019iApproximate average salary by contribution assumption: employee only about $225,483 at 4% or $150,322 at 6%; with 50% employer match about $150,322 at 4% or $100,215 at 6%; with 100% employer match about $112,742 at 4% or $75,161 at 6%.
200223$307,121$51,682$17,227iApproximate average salary by contribution assumption: employee only about $430,683 at 4% or $287,122 at 6%; with 50% employer match about $287,122 at 4% or $191,415 at 6%; with 100% employer match about $215,342 at 4% or $143,561 at 6%.
James a. Sarnelle Money Purchase Keogh-3$156,361$24,673$8,224iApproximate average salary by contribution assumption: employee only about $205,608 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
James a. Sarnelle Profit Sharing Trust-3$150,760$27,009$9,003iApproximate average salary by contribution assumption: employee only about $225,075 at 4% or $150,050 at 6%; with 50% employer match about $150,050 at 4% or $100,033 at 6%; with 100% employer match about $112,538 at 4% or $75,025 at 6%.
200123$0$0-
James a. Sarnelle Profit Sharing Trust-3---
James a. Sarnelle Money Purchase Keogh-3---
200022$419,158$31,857$15,929iApproximate average salary by contribution assumption: employee only about $398,213 at 4% or $265,475 at 6%; with 50% employer match about $265,475 at 4% or $176,983 at 6%; with 100% employer match about $199,106 at 4% or $132,738 at 6%.
James a. Sarnelle Money Purchase Keogh-2$291,667$17,743$8,872iApproximate average salary by contribution assumption: employee only about $221,788 at 4% or $147,858 at 6%; with 50% employer match about $147,858 at 4% or $98,572 at 6%; with 100% employer match about $110,894 at 4% or $73,929 at 6%.
James a. Sarnelle Profit Sharing Trust-2$127,491$14,114$7,057iApproximate average salary by contribution assumption: employee only about $176,425 at 4% or $117,617 at 6%; with 50% employer match about $117,617 at 4% or $78,411 at 6%; with 100% employer match about $88,213 at 4% or $58,808 at 6%.