Civic Intelligence

Sonia I. Garcia, M.D.

Plan context: Sonia I. Garcia, M.D. Profit Sharing Plan and Trust

EIN 16-1197439 • Rochester, NY • 18 filings • 4 plans

1401 Stone RoadRochester, NY 14615
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$913,684

2012 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$978,707$489,354$0199920062012YearValue
$913,684Latest year 2012

Participants Over Time

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

320199920062012YearValue
3Latest year 2012

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
201223$913,684$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$913,684$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-0$0--
201113$889,333$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$889,333$0-
201013$925,412$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$925,412--
200913$906,167$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$906,167$0-
200812$785,378$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$785,378$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200712$978,707$10,749$5,375iApproximate average salary by contribution assumption: employee only about $134,363 at 4% or $89,575 at 6%; with 50% employer match about $89,575 at 4% or $59,717 at 6%; with 100% employer match about $67,181 at 4% or $44,788 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$978,707$10,749$5,375iApproximate average salary by contribution assumption: employee only about $134,363 at 4% or $89,575 at 6%; with 50% employer match about $89,575 at 4% or $59,717 at 6%; with 100% employer match about $67,181 at 4% or $44,788 at 6%.
200612$938,562$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$938,562$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200512$814,089$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$814,089$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200412$774,223$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$774,223$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200313$697,214$21,923$7,308iApproximate average salary by contribution assumption: employee only about $182,692 at 4% or $121,794 at 6%; with 50% employer match about $121,794 at 4% or $81,196 at 6%; with 100% employer match about $91,346 at 4% or $60,897 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$697,214$21,923$7,308iApproximate average salary by contribution assumption: employee only about $182,692 at 4% or $121,794 at 6%; with 50% employer match about $121,794 at 4% or $81,196 at 6%; with 100% employer match about $91,346 at 4% or $60,897 at 6%.
200213$603,363$0-
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$603,363--
200123$722,328$33,690$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-3$722,328$23,930$7,977iApproximate average salary by contribution assumption: employee only about $199,417 at 4% or $132,944 at 6%; with 50% employer match about $132,944 at 4% or $88,630 at 6%; with 100% employer match about $99,708 at 4% or $66,472 at 6%.
Sonia I. Garcia, M.D. Money Purchase Plan-0-$9,760-
200022$765,417$31,964$15,982iApproximate average salary by contribution assumption: employee only about $399,550 at 4% or $266,367 at 6%; with 50% employer match about $266,367 at 4% or $177,578 at 6%; with 100% employer match about $199,775 at 4% or $133,183 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-2$698,894$22,787$11,394iApproximate average salary by contribution assumption: employee only about $284,838 at 4% or $189,892 at 6%; with 50% employer match about $189,892 at 4% or $126,594 at 6%; with 100% employer match about $142,419 at 4% or $94,946 at 6%.
Sonia I. Garcia, M.D. Money Purchase Plan-2$66,523$9,177$4,589iApproximate average salary by contribution assumption: employee only about $114,713 at 4% or $76,475 at 6%; with 50% employer match about $76,475 at 4% or $50,983 at 6%; with 100% employer match about $57,356 at 4% or $38,238 at 6%.
199921$814,141$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Sonia I. Garcia, M.D. Profit Sharing Plan and Trust-1$750,487$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Sonia I. Garcia, M.D. Money Purchase Plan-1$63,654$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.