Civic Intelligence

James J. Otto, III M.D.

Plan context: James J. Otto, III M.D. Profit Sharing Plan

EIN 14-1810845 • Windmere, FL • 13 filings • 1 plans

1723 Lake Roberts Ct.Windmere, FL 34786
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$669,926

2016 Contributions

$33,382

Historical Graphs

Total Assets Over Time

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

$960,390$480,195$0200420112016YearValue
$669,926Latest year 2016

Participants Over Time

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

210200420102016YearValue
1Latest year 2016

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
201611$669,926$0-
James J. Otto, III M.D. Profit Sharing Plan-1$669,926--
201512$721,106$33,382$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$721,106$33,382$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
201412$883,087$46,321$23,161iApproximate average salary by contribution assumption: employee only about $579,013 at 4% or $386,008 at 6%; with 50% employer match about $386,008 at 4% or $257,339 at 6%; with 100% employer match about $289,506 at 4% or $193,004 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$883,087$46,321$23,161iApproximate average salary by contribution assumption: employee only about $579,013 at 4% or $386,008 at 6%; with 50% employer match about $386,008 at 4% or $257,339 at 6%; with 100% employer match about $289,506 at 4% or $193,004 at 6%.
201312$960,390$45,521$22,761iApproximate average salary by contribution assumption: employee only about $569,013 at 4% or $379,342 at 6%; with 50% employer match about $379,342 at 4% or $252,894 at 6%; with 100% employer match about $284,506 at 4% or $189,671 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$960,390$45,521$22,761iApproximate average salary by contribution assumption: employee only about $569,013 at 4% or $379,342 at 6%; with 50% employer match about $379,342 at 4% or $252,894 at 6%; with 100% employer match about $284,506 at 4% or $189,671 at 6%.
201212$893,412$44,721$22,361iApproximate average salary by contribution assumption: employee only about $559,013 at 4% or $372,675 at 6%; with 50% employer match about $372,675 at 4% or $248,450 at 6%; with 100% employer match about $279,506 at 4% or $186,338 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$893,412$44,721$22,361iApproximate average salary by contribution assumption: employee only about $559,013 at 4% or $372,675 at 6%; with 50% employer match about $372,675 at 4% or $248,450 at 6%; with 100% employer match about $279,506 at 4% or $186,338 at 6%.
201112$715,278$19,721$9,861iApproximate average salary by contribution assumption: employee only about $246,513 at 4% or $164,342 at 6%; with 50% employer match about $164,342 at 4% or $109,561 at 6%; with 100% employer match about $123,256 at 4% or $82,171 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$715,278$19,721$9,861iApproximate average salary by contribution assumption: employee only about $246,513 at 4% or $164,342 at 6%; with 50% employer match about $164,342 at 4% or $109,561 at 6%; with 100% employer match about $123,256 at 4% or $82,171 at 6%.
201012$675,780$44,026$22,013iApproximate average salary by contribution assumption: employee only about $550,325 at 4% or $366,883 at 6%; with 50% employer match about $366,883 at 4% or $244,589 at 6%; with 100% employer match about $275,163 at 4% or $183,442 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$675,780$44,026$22,013iApproximate average salary by contribution assumption: employee only about $550,325 at 4% or $366,883 at 6%; with 50% employer match about $366,883 at 4% or $244,589 at 6%; with 100% employer match about $275,163 at 4% or $183,442 at 6%.
200912$517,665$41,875$20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$517,665$41,875$20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%.
200812$279,406$40,791$20,396iApproximate average salary by contribution assumption: employee only about $509,888 at 4% or $339,925 at 6%; with 50% employer match about $339,925 at 4% or $226,617 at 6%; with 100% employer match about $254,944 at 4% or $169,963 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$279,406$40,791$20,396iApproximate average salary by contribution assumption: employee only about $509,888 at 4% or $339,925 at 6%; with 50% employer match about $339,925 at 4% or $226,617 at 6%; with 100% employer match about $254,944 at 4% or $169,963 at 6%.
200712$0$0-
James J. Otto, III M.D. Profit Sharing Plan-2---
200612$379,789$30,009$15,005iApproximate average salary by contribution assumption: employee only about $375,113 at 4% or $250,075 at 6%; with 50% employer match about $250,075 at 4% or $166,717 at 6%; with 100% employer match about $187,556 at 4% or $125,038 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$379,789$30,009$15,005iApproximate average salary by contribution assumption: employee only about $375,113 at 4% or $250,075 at 6%; with 50% employer match about $250,075 at 4% or $166,717 at 6%; with 100% employer match about $187,556 at 4% or $125,038 at 6%.
200512$341,488$30,012$15,006iApproximate average salary by contribution assumption: employee only about $375,150 at 4% or $250,100 at 6%; with 50% employer match about $250,100 at 4% or $166,733 at 6%; with 100% employer match about $187,575 at 4% or $125,050 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$341,488$30,012$15,006iApproximate average salary by contribution assumption: employee only about $375,150 at 4% or $250,100 at 6%; with 50% employer match about $250,100 at 4% or $166,733 at 6%; with 100% employer match about $187,575 at 4% or $125,050 at 6%.
200412$268,797$29,820$14,910iApproximate average salary by contribution assumption: employee only about $372,750 at 4% or $248,500 at 6%; with 50% employer match about $248,500 at 4% or $165,667 at 6%; with 100% employer match about $186,375 at 4% or $124,250 at 6%.
James J. Otto, III M.D. Profit Sharing Plan-2$268,797$29,820$14,910iApproximate average salary by contribution assumption: employee only about $372,750 at 4% or $248,500 at 6%; with 50% employer match about $248,500 at 4% or $165,667 at 6%; with 100% employer match about $186,375 at 4% or $124,250 at 6%.