Civic Intelligence

William M. Carlitz PC.

Plan context: William M. Carlitz PC. Profit Sharing Plan

EIN 23-2106296 • Philadelphia, PA • 17 filings • 2 plans

1760 Market StreetSuite 400Philadelphia, PA 19103
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$1,253,915

2014 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$2,822,651$1,411,326$0199920062014YearValue
$1,253,915Latest year 2014

Participants Over Time

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

320199920072014YearValue
2Latest 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
201422$1,253,915$0-
William M. Carlitz PC. Profit Sharing Plan-2$1,253,915--
William M. Carlitz PC. Profit Sharing Plan-0$0--
201313$2,822,651$0-
William M. Carlitz PC. Profit Sharing Plan-3$2,822,651--
201213$2,508,461$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
William M. Carlitz PC. Profit Sharing Plan-3$2,508,461$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201112$2,276,076$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$2,276,076$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201012$2,284,807$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$2,284,807$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200912$2,035,598$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$2,035,598$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200811$1,599,216$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
William M. Carlitz PC. Profit Sharing Plan-1$1,599,216$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200711$0$0-
William M. Carlitz PC. Profit Sharing Plan-1---
200612$2,071,708$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$2,071,708$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200512$1,835,028$0-
William M. Carlitz PC. Profit Sharing Plan-2$1,835,028--
200412$1,677,825$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,677,825$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200312$1,496,399$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,496,399$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200212$1,184,867$23,760$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,184,867$23,760$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
200112$1,361,772$27,203$13,602iApproximate average salary by contribution assumption: employee only about $340,038 at 4% or $226,692 at 6%; with 50% employer match about $226,692 at 4% or $151,128 at 6%; with 100% employer match about $170,019 at 4% or $113,346 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,361,772$27,203$13,602iApproximate average salary by contribution assumption: employee only about $340,038 at 4% or $226,692 at 6%; with 50% employer match about $226,692 at 4% or $151,128 at 6%; with 100% employer match about $170,019 at 4% or $113,346 at 6%.
200012$1,422,487$22,429$11,215iApproximate average salary by contribution assumption: employee only about $280,363 at 4% or $186,908 at 6%; with 50% employer match about $186,908 at 4% or $124,606 at 6%; with 100% employer match about $140,181 at 4% or $93,454 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,422,487$22,429$11,215iApproximate average salary by contribution assumption: employee only about $280,363 at 4% or $186,908 at 6%; with 50% employer match about $186,908 at 4% or $124,606 at 6%; with 100% employer match about $140,181 at 4% or $93,454 at 6%.
199912$1,394,904$8,908$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
William M. Carlitz PC. Profit Sharing Plan-2$1,394,904$8,908$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.