Civic Intelligence

Jep P. Dalton, MD PC

Plan context: Jep P. Dalton, MD PC Profit Sharing Plan

EIN 20-5592289 • Montgomery, AL • 17 filings • 1 plans

209 Winton M Blount LoopMontgomery, AL 36117-3507
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,293,905

2024 Contributions

$22,788

Historical Graphs

Total Assets Over Time

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

$1,293,905$646,953$0200820162024YearValue
$1,293,905Latest year 2024

Participants Over Time

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

630200820162024YearValue
5Latest year 2024

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
202415$1,293,905$22,788$4,558iApproximate average salary by contribution assumption: employee only about $113,940 at 4% or $75,960 at 6%; with 50% employer match about $75,960 at 4% or $50,640 at 6%; with 100% employer match about $56,970 at 4% or $37,980 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,293,905$22,788$4,558iApproximate average salary by contribution assumption: employee only about $113,940 at 4% or $75,960 at 6%; with 50% employer match about $75,960 at 4% or $50,640 at 6%; with 100% employer match about $56,970 at 4% or $37,980 at 6%.
202315$1,208,895$28,643$5,729iApproximate average salary by contribution assumption: employee only about $143,215 at 4% or $95,477 at 6%; with 50% employer match about $95,477 at 4% or $63,651 at 6%; with 100% employer match about $71,608 at 4% or $47,738 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,208,895$28,643$5,729iApproximate average salary by contribution assumption: employee only about $143,215 at 4% or $95,477 at 6%; with 50% employer match about $95,477 at 4% or $63,651 at 6%; with 100% employer match about $71,608 at 4% or $47,738 at 6%.
202215$1,112,473$29,609$5,922iApproximate average salary by contribution assumption: employee only about $148,045 at 4% or $98,697 at 6%; with 50% employer match about $98,697 at 4% or $65,798 at 6%; with 100% employer match about $74,023 at 4% or $49,348 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,112,473$29,609$5,922iApproximate average salary by contribution assumption: employee only about $148,045 at 4% or $98,697 at 6%; with 50% employer match about $98,697 at 4% or $65,798 at 6%; with 100% employer match about $74,023 at 4% or $49,348 at 6%.
202115$1,220,799$31,334$6,267iApproximate average salary by contribution assumption: employee only about $156,670 at 4% or $104,447 at 6%; with 50% employer match about $104,447 at 4% or $69,631 at 6%; with 100% employer match about $78,335 at 4% or $52,223 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,220,799$31,334$6,267iApproximate average salary by contribution assumption: employee only about $156,670 at 4% or $104,447 at 6%; with 50% employer match about $104,447 at 4% or $69,631 at 6%; with 100% employer match about $78,335 at 4% or $52,223 at 6%.
202015$1,149,140$74,714$14,943iApproximate average salary by contribution assumption: employee only about $373,570 at 4% or $249,047 at 6%; with 50% employer match about $249,047 at 4% or $166,031 at 6%; with 100% employer match about $186,785 at 4% or $124,523 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,149,140$74,714$14,943iApproximate average salary by contribution assumption: employee only about $373,570 at 4% or $249,047 at 6%; with 50% employer match about $249,047 at 4% or $166,031 at 6%; with 100% employer match about $186,785 at 4% or $124,523 at 6%.
201915$1,054,146$70,504$14,101iApproximate average salary by contribution assumption: employee only about $352,520 at 4% or $235,013 at 6%; with 50% employer match about $235,013 at 4% or $156,676 at 6%; with 100% employer match about $176,260 at 4% or $117,507 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,054,146$70,504$14,101iApproximate average salary by contribution assumption: employee only about $352,520 at 4% or $235,013 at 6%; with 50% employer match about $235,013 at 4% or $156,676 at 6%; with 100% employer match about $176,260 at 4% or $117,507 at 6%.
201815$977,103$66,815$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$977,103$66,815$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
201715$1,017,018$93,041$18,608iApproximate average salary by contribution assumption: employee only about $465,205 at 4% or $310,137 at 6%; with 50% employer match about $310,137 at 4% or $206,758 at 6%; with 100% employer match about $232,603 at 4% or $155,068 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,017,018$93,041$18,608iApproximate average salary by contribution assumption: employee only about $465,205 at 4% or $310,137 at 6%; with 50% employer match about $310,137 at 4% or $206,758 at 6%; with 100% employer match about $232,603 at 4% or $155,068 at 6%.
201615$1,030,846$96,759$19,352iApproximate average salary by contribution assumption: employee only about $483,795 at 4% or $322,530 at 6%; with 50% employer match about $322,530 at 4% or $215,020 at 6%; with 100% employer match about $241,898 at 4% or $161,265 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$1,030,846$96,759$19,352iApproximate average salary by contribution assumption: employee only about $483,795 at 4% or $322,530 at 6%; with 50% employer match about $322,530 at 4% or $215,020 at 6%; with 100% employer match about $241,898 at 4% or $161,265 at 6%.
201515$901,220$92,692$18,538iApproximate average salary by contribution assumption: employee only about $463,460 at 4% or $308,973 at 6%; with 50% employer match about $308,973 at 4% or $205,982 at 6%; with 100% employer match about $231,730 at 4% or $154,487 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$901,220$92,692$18,538iApproximate average salary by contribution assumption: employee only about $463,460 at 4% or $308,973 at 6%; with 50% employer match about $308,973 at 4% or $205,982 at 6%; with 100% employer match about $231,730 at 4% or $154,487 at 6%.
201415$823,791$87,231$17,446iApproximate average salary by contribution assumption: employee only about $436,155 at 4% or $290,770 at 6%; with 50% employer match about $290,770 at 4% or $193,847 at 6%; with 100% employer match about $218,078 at 4% or $145,385 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$823,791$87,231$17,446iApproximate average salary by contribution assumption: employee only about $436,155 at 4% or $290,770 at 6%; with 50% employer match about $290,770 at 4% or $193,847 at 6%; with 100% employer match about $218,078 at 4% or $145,385 at 6%.
201315$702,948$92,029$18,406iApproximate average salary by contribution assumption: employee only about $460,145 at 4% or $306,763 at 6%; with 50% employer match about $306,763 at 4% or $204,509 at 6%; with 100% employer match about $230,073 at 4% or $153,382 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$702,948$92,029$18,406iApproximate average salary by contribution assumption: employee only about $460,145 at 4% or $306,763 at 6%; with 50% employer match about $306,763 at 4% or $204,509 at 6%; with 100% employer match about $230,073 at 4% or $153,382 at 6%.
201215$526,373$89,485$17,897iApproximate average salary by contribution assumption: employee only about $447,425 at 4% or $298,283 at 6%; with 50% employer match about $298,283 at 4% or $198,856 at 6%; with 100% employer match about $223,713 at 4% or $149,142 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-5$526,373$89,485$17,897iApproximate average salary by contribution assumption: employee only about $447,425 at 4% or $298,283 at 6%; with 50% employer match about $298,283 at 4% or $198,856 at 6%; with 100% employer match about $223,713 at 4% or $149,142 at 6%.
201114$401,484$85,857$21,464iApproximate average salary by contribution assumption: employee only about $536,606 at 4% or $357,738 at 6%; with 50% employer match about $357,738 at 4% or $238,492 at 6%; with 100% employer match about $268,303 at 4% or $178,869 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-4$401,484$85,857$21,464iApproximate average salary by contribution assumption: employee only about $536,606 at 4% or $357,738 at 6%; with 50% employer match about $357,738 at 4% or $238,492 at 6%; with 100% employer match about $268,303 at 4% or $178,869 at 6%.
201014$325,281$87,748$21,937iApproximate average salary by contribution assumption: employee only about $548,425 at 4% or $365,617 at 6%; with 50% employer match about $365,617 at 4% or $243,744 at 6%; with 100% employer match about $274,213 at 4% or $182,808 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-4$325,281$87,748$21,937iApproximate average salary by contribution assumption: employee only about $548,425 at 4% or $365,617 at 6%; with 50% employer match about $365,617 at 4% or $243,744 at 6%; with 100% employer match about $274,213 at 4% or $182,808 at 6%.
200916$221,064$123,054$20,509iApproximate average salary by contribution assumption: employee only about $512,725 at 4% or $341,817 at 6%; with 50% employer match about $341,817 at 4% or $227,878 at 6%; with 100% employer match about $256,363 at 4% or $170,908 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-6$221,064$123,054$20,509iApproximate average salary by contribution assumption: employee only about $512,725 at 4% or $341,817 at 6%; with 50% employer match about $341,817 at 4% or $227,878 at 6%; with 100% employer match about $256,363 at 4% or $170,908 at 6%.
200816$59,062$13,372$2,229iApproximate average salary by contribution assumption: employee only about $55,717 at 4% or $37,144 at 6%; with 50% employer match about $37,144 at 4% or $24,763 at 6%; with 100% employer match about $27,858 at 4% or $18,572 at 6%.
Jep P. Dalton, MD PC Profit Sharing Plan-6$59,062$13,372$2,229iApproximate average salary by contribution assumption: employee only about $55,717 at 4% or $37,144 at 6%; with 50% employer match about $37,144 at 4% or $24,763 at 6%; with 100% employer match about $27,858 at 4% or $18,572 at 6%.