Civic Intelligence

Wm. Todd Wallens, M.D. PC.

Plan context: Wm. Todd Wallens, M.D. PC. Profit Sharing Plan

EIN 16-1108914 • Grand Island, NY • 17 filings • 1 plans

50 Fieldstone DriveGrand Island, NY 14072
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$3,112,648

2015 Contributions

$12,300

Historical Graphs

Total Assets Over Time

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

$3,112,648$1,556,324$0199920112014YearValue
$3,112,648Latest year 2014

Participants Over Time

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

740199920072014YearValue
6Latest year 2014

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
201510$0-$97,883-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-0$0-$97,883-
201416$3,112,648$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-6$3,112,648--
201316$2,935,336$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-6$2,935,336--
201216$2,595,556$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-6$2,595,556--
201117$2,088,267$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-7$2,088,267--
201017$2,053,440$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-7$2,053,440--
200917$1,782,999$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-7$1,782,999--
200813$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-3---
200714$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4---
200614$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4---
200514$1,773,311$12,300$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4$1,773,311$12,300$3,075iApproximate average salary by contribution assumption: employee only about $76,875 at 4% or $51,250 at 6%; with 50% employer match about $51,250 at 4% or $34,167 at 6%; with 100% employer match about $38,438 at 4% or $25,625 at 6%.
200415$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-5---
200315$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-5---
200214$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4---
200114$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4---
200014$0$0-
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4---
199914$1,163,578$13,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
Wm. Todd Wallens, M.D. PC. Profit Sharing Plan-4$1,163,578$13,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.