Civic Intelligence

James R Wharton MD Psc

Plan context: James R Wharton, MD, Psc Profit Sharing Plan

EIN 20-8468154 • Louisville, KY • 10 filings • 3 plans

13802 Lake Point Circle Suite 102Louisville, KY 40223-4219
Current Snapshot

Latest Year

2021

2021 Participants

14

2021 Assets

$1,353,467

2021 Contributions

$61,644

Historical Graphs

Total Assets Over Time

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

$1,353,467$676,734$0201220162020YearValue
$1,353,467Latest year 2020

Participants Over Time

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

20100201220162020YearValue
14Latest year 2020

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
202110$0$0-
James R Wharton, MD, Psc Profit Sharing Plan-0$0--
2020114$1,353,467$61,644$4,403iApproximate average salary by contribution assumption: employee only about $110,079 at 4% or $73,386 at 6%; with 50% employer match about $73,386 at 4% or $48,924 at 6%; with 100% employer match about $55,039 at 4% or $36,693 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-14$1,353,467$61,644$4,403iApproximate average salary by contribution assumption: employee only about $110,079 at 4% or $73,386 at 6%; with 50% employer match about $73,386 at 4% or $48,924 at 6%; with 100% employer match about $55,039 at 4% or $36,693 at 6%.
2019110$1,255,314$95,899$9,590iApproximate average salary by contribution assumption: employee only about $239,748 at 4% or $159,832 at 6%; with 50% employer match about $159,832 at 4% or $106,554 at 6%; with 100% employer match about $119,874 at 4% or $79,916 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-10$1,255,314$95,899$9,590iApproximate average salary by contribution assumption: employee only about $239,748 at 4% or $159,832 at 6%; with 50% employer match about $159,832 at 4% or $106,554 at 6%; with 100% employer match about $119,874 at 4% or $79,916 at 6%.
2018110$1,003,231$88,461$8,846iApproximate average salary by contribution assumption: employee only about $221,153 at 4% or $147,435 at 6%; with 50% employer match about $147,435 at 4% or $98,290 at 6%; with 100% employer match about $110,576 at 4% or $73,718 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-10$1,003,231$88,461$8,846iApproximate average salary by contribution assumption: employee only about $221,153 at 4% or $147,435 at 6%; with 50% employer match about $147,435 at 4% or $98,290 at 6%; with 100% employer match about $110,576 at 4% or $73,718 at 6%.
2017119$1,158,469$64,532$3,396iApproximate average salary by contribution assumption: employee only about $84,911 at 4% or $56,607 at 6%; with 50% employer match about $56,607 at 4% or $37,738 at 6%; with 100% employer match about $42,455 at 4% or $28,304 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-19$1,158,469$64,532$3,396iApproximate average salary by contribution assumption: employee only about $84,911 at 4% or $56,607 at 6%; with 50% employer match about $56,607 at 4% or $37,738 at 6%; with 100% employer match about $42,455 at 4% or $28,304 at 6%.
2016115$942,520$67,382$4,492iApproximate average salary by contribution assumption: employee only about $112,303 at 4% or $74,869 at 6%; with 50% employer match about $74,869 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,434 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-15$942,520$67,382$4,492iApproximate average salary by contribution assumption: employee only about $112,303 at 4% or $74,869 at 6%; with 50% employer match about $74,869 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,434 at 6%.
2015120$845,235$57,137$2,857iApproximate average salary by contribution assumption: employee only about $71,421 at 4% or $47,614 at 6%; with 50% employer match about $47,614 at 4% or $31,743 at 6%; with 100% employer match about $35,711 at 4% or $23,807 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-20$845,235$57,137$2,857iApproximate average salary by contribution assumption: employee only about $71,421 at 4% or $47,614 at 6%; with 50% employer match about $47,614 at 4% or $31,743 at 6%; with 100% employer match about $35,711 at 4% or $23,807 at 6%.
2014114$839,265$45,182$3,227iApproximate average salary by contribution assumption: employee only about $80,682 at 4% or $53,788 at 6%; with 50% employer match about $53,788 at 4% or $35,859 at 6%; with 100% employer match about $40,341 at 4% or $26,894 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-14$839,265$45,182$3,227iApproximate average salary by contribution assumption: employee only about $80,682 at 4% or $53,788 at 6%; with 50% employer match about $53,788 at 4% or $35,859 at 6%; with 100% employer match about $40,341 at 4% or $26,894 at 6%.
2013111$768,628$72,242$6,567iApproximate average salary by contribution assumption: employee only about $164,186 at 4% or $109,458 at 6%; with 50% employer match about $109,458 at 4% or $72,972 at 6%; with 100% employer match about $82,093 at 4% or $54,729 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-11$768,628$72,242$6,567iApproximate average salary by contribution assumption: employee only about $164,186 at 4% or $109,458 at 6%; with 50% employer match about $109,458 at 4% or $72,972 at 6%; with 100% employer match about $82,093 at 4% or $54,729 at 6%.
2012110$778,689$107,216$10,722iApproximate average salary by contribution assumption: employee only about $268,040 at 4% or $178,693 at 6%; with 50% employer match about $178,693 at 4% or $119,129 at 6%; with 100% employer match about $134,020 at 4% or $89,347 at 6%.
James R Wharton, MD, Psc Profit Sharing Plan-10$778,689$107,216$10,722iApproximate average salary by contribution assumption: employee only about $268,040 at 4% or $178,693 at 6%; with 50% employer match about $178,693 at 4% or $119,129 at 6%; with 100% employer match about $134,020 at 4% or $89,347 at 6%.