Civic Intelligence

Jeffrey S. Sams, M.D.

Plan context: Jeffrey S. Sams Profit Sharing Plan

EIN 31-1261971 • Westerville, OH • 28 filings • 6 plans

609 River Trace RoadWesterville, OH 43081-2466
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$4,934,787

2022 Contributions

$20,441

Historical Graphs

Total Assets Over Time

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

$4,934,787$2,467,394$0199920122021YearValue
$4,934,787Latest year 2021

Participants Over Time

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

420199920102021YearValue
4Latest year 2021

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
202210$0$20,441-
Jeffrey S. Sams Profit Sharing Plan-0$0$20,441-
202114$4,934,787$34,763$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,634 at 4% or $72,423 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$4,934,787$34,763$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,634 at 4% or $72,423 at 6%.
202014$4,185,871$40,096$10,024iApproximate average salary by contribution assumption: employee only about $250,600 at 4% or $167,067 at 6%; with 50% employer match about $167,067 at 4% or $111,378 at 6%; with 100% employer match about $125,300 at 4% or $83,533 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$4,185,871$40,096$10,024iApproximate average salary by contribution assumption: employee only about $250,600 at 4% or $167,067 at 6%; with 50% employer match about $167,067 at 4% or $111,378 at 6%; with 100% employer match about $125,300 at 4% or $83,533 at 6%.
201913$4,156,489$41,053$13,684iApproximate average salary by contribution assumption: employee only about $342,108 at 4% or $228,072 at 6%; with 50% employer match about $228,072 at 4% or $152,048 at 6%; with 100% employer match about $171,054 at 4% or $114,036 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$4,156,489$41,053$13,684iApproximate average salary by contribution assumption: employee only about $342,108 at 4% or $228,072 at 6%; with 50% employer match about $228,072 at 4% or $152,048 at 6%; with 100% employer match about $171,054 at 4% or $114,036 at 6%.
201813$3,313,894$41,983$13,994iApproximate average salary by contribution assumption: employee only about $349,858 at 4% or $233,239 at 6%; with 50% employer match about $233,239 at 4% or $155,493 at 6%; with 100% employer match about $174,929 at 4% or $116,619 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$3,313,894$41,983$13,994iApproximate average salary by contribution assumption: employee only about $349,858 at 4% or $233,239 at 6%; with 50% employer match about $233,239 at 4% or $155,493 at 6%; with 100% employer match about $174,929 at 4% or $116,619 at 6%.
201713$3,892,051$56,060$18,687iApproximate average salary by contribution assumption: employee only about $467,167 at 4% or $311,444 at 6%; with 50% employer match about $311,444 at 4% or $207,630 at 6%; with 100% employer match about $233,583 at 4% or $155,722 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$3,892,051$56,060$18,687iApproximate average salary by contribution assumption: employee only about $467,167 at 4% or $311,444 at 6%; with 50% employer match about $311,444 at 4% or $207,630 at 6%; with 100% employer match about $233,583 at 4% or $155,722 at 6%.
201613$3,450,584$58,046$19,349iApproximate average salary by contribution assumption: employee only about $483,717 at 4% or $322,478 at 6%; with 50% employer match about $322,478 at 4% or $214,985 at 6%; with 100% employer match about $241,858 at 4% or $161,239 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$3,450,584$58,046$19,349iApproximate average salary by contribution assumption: employee only about $483,717 at 4% or $322,478 at 6%; with 50% employer match about $322,478 at 4% or $214,985 at 6%; with 100% employer match about $241,858 at 4% or $161,239 at 6%.
201512$2,878,350$63,268$31,634iApproximate average salary by contribution assumption: employee only about $790,850 at 4% or $527,233 at 6%; with 50% employer match about $527,233 at 4% or $351,489 at 6%; with 100% employer match about $395,425 at 4% or $263,617 at 6%.
Jeffrey S. Sams Profit Sharing Plan-2$2,878,350$63,268$31,634iApproximate average salary by contribution assumption: employee only about $790,850 at 4% or $527,233 at 6%; with 50% employer match about $527,233 at 4% or $351,489 at 6%; with 100% employer match about $395,425 at 4% or $263,617 at 6%.
201412$2,824,898$62,007$31,004iApproximate average salary by contribution assumption: employee only about $775,088 at 4% or $516,725 at 6%; with 50% employer match about $516,725 at 4% or $344,483 at 6%; with 100% employer match about $387,544 at 4% or $258,363 at 6%.
Jeffrey S. Sams Profit Sharing Plan-2$2,824,898$62,007$31,004iApproximate average salary by contribution assumption: employee only about $775,088 at 4% or $516,725 at 6%; with 50% employer match about $516,725 at 4% or $344,483 at 6%; with 100% employer match about $387,544 at 4% or $258,363 at 6%.
201314$2,574,173$63,290$15,823iApproximate average salary by contribution assumption: employee only about $395,563 at 4% or $263,708 at 6%; with 50% employer match about $263,708 at 4% or $175,806 at 6%; with 100% employer match about $197,781 at 4% or $131,854 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$2,574,173$63,290$15,823iApproximate average salary by contribution assumption: employee only about $395,563 at 4% or $263,708 at 6%; with 50% employer match about $263,708 at 4% or $175,806 at 6%; with 100% employer match about $197,781 at 4% or $131,854 at 6%.
201214$1,972,752$58,974$14,744iApproximate average salary by contribution assumption: employee only about $368,588 at 4% or $245,725 at 6%; with 50% employer match about $245,725 at 4% or $163,817 at 6%; with 100% employer match about $184,294 at 4% or $122,863 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$1,972,752$58,974$14,744iApproximate average salary by contribution assumption: employee only about $368,588 at 4% or $245,725 at 6%; with 50% employer match about $245,725 at 4% or $163,817 at 6%; with 100% employer match about $184,294 at 4% or $122,863 at 6%.
201114$1,778,501$59,530$14,883iApproximate average salary by contribution assumption: employee only about $372,063 at 4% or $248,042 at 6%; with 50% employer match about $248,042 at 4% or $165,361 at 6%; with 100% employer match about $186,031 at 4% or $124,021 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$1,778,501$59,530$14,883iApproximate average salary by contribution assumption: employee only about $372,063 at 4% or $248,042 at 6%; with 50% employer match about $248,042 at 4% or $165,361 at 6%; with 100% employer match about $186,031 at 4% or $124,021 at 6%.
201014$1,655,640$60,811$15,203iApproximate average salary by contribution assumption: employee only about $380,069 at 4% or $253,379 at 6%; with 50% employer match about $253,379 at 4% or $168,919 at 6%; with 100% employer match about $190,034 at 4% or $126,690 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$1,655,640$60,811$15,203iApproximate average salary by contribution assumption: employee only about $380,069 at 4% or $253,379 at 6%; with 50% employer match about $253,379 at 4% or $168,919 at 6%; with 100% employer match about $190,034 at 4% or $126,690 at 6%.
200914$1,416,923$60,320$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
Jeffrey S. Sams Profit Sharing Plan-4$1,416,923$60,320$15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%.
200813$1,153,844$60,035$20,012iApproximate average salary by contribution assumption: employee only about $500,292 at 4% or $333,528 at 6%; with 50% employer match about $333,528 at 4% or $222,352 at 6%; with 100% employer match about $250,146 at 4% or $166,764 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$1,153,844$60,035$20,012iApproximate average salary by contribution assumption: employee only about $500,292 at 4% or $333,528 at 6%; with 50% employer match about $333,528 at 4% or $222,352 at 6%; with 100% employer match about $250,146 at 4% or $166,764 at 6%.
200712$0$0-
Jeffrey S. Sams Profit Sharing Plan-2---
200612$1,386,598$55,952$27,976iApproximate average salary by contribution assumption: employee only about $699,400 at 4% or $466,267 at 6%; with 50% employer match about $466,267 at 4% or $310,844 at 6%; with 100% employer match about $349,700 at 4% or $233,133 at 6%.
Jeffrey S. Sams Profit Sharing Plan-2$1,386,598$55,952$27,976iApproximate average salary by contribution assumption: employee only about $699,400 at 4% or $466,267 at 6%; with 50% employer match about $466,267 at 4% or $310,844 at 6%; with 100% employer match about $349,700 at 4% or $233,133 at 6%.
200513$1,162,545$54,827$18,276iApproximate average salary by contribution assumption: employee only about $456,892 at 4% or $304,594 at 6%; with 50% employer match about $304,594 at 4% or $203,063 at 6%; with 100% employer match about $228,446 at 4% or $152,297 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$1,162,545$54,827$18,276iApproximate average salary by contribution assumption: employee only about $456,892 at 4% or $304,594 at 6%; with 50% employer match about $304,594 at 4% or $203,063 at 6%; with 100% employer match about $228,446 at 4% or $152,297 at 6%.
200413$1,094,941$53,547$17,849iApproximate average salary by contribution assumption: employee only about $446,225 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,113 at 4% or $148,742 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$1,094,941$53,547$17,849iApproximate average salary by contribution assumption: employee only about $446,225 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,113 at 4% or $148,742 at 6%.
200313$922,806$53,807$17,936iApproximate average salary by contribution assumption: employee only about $448,392 at 4% or $298,928 at 6%; with 50% employer match about $298,928 at 4% or $199,285 at 6%; with 100% employer match about $224,196 at 4% or $149,464 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$922,806$53,807$17,936iApproximate average salary by contribution assumption: employee only about $448,392 at 4% or $298,928 at 6%; with 50% employer match about $298,928 at 4% or $199,285 at 6%; with 100% employer match about $224,196 at 4% or $149,464 at 6%.
200224$0$0-
Jeffrey S. Sams Profit Sharing Plan-4---
Jeffrey S. Sams Money Purchase Plan-0---
200123$0$0-
Jeffrey S. Sams Profit Sharing Plan-3---
Jeffrey S. Sams Money Purchase Plan-3---
200023$754,772$37,133$12,378iApproximate average salary by contribution assumption: employee only about $309,442 at 4% or $206,294 at 6%; with 50% employer match about $206,294 at 4% or $137,530 at 6%; with 100% employer match about $154,721 at 4% or $103,147 at 6%.
Jeffrey S. Sams Money Purchase Plan-3$430,713$19,634$6,545iApproximate average salary by contribution assumption: employee only about $163,617 at 4% or $109,078 at 6%; with 50% employer match about $109,078 at 4% or $72,719 at 6%; with 100% employer match about $81,808 at 4% or $54,539 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$324,059$17,499$5,833iApproximate average salary by contribution assumption: employee only about $145,825 at 4% or $97,217 at 6%; with 50% employer match about $97,217 at 4% or $64,811 at 6%; with 100% employer match about $72,913 at 4% or $48,608 at 6%.
199923$702,022$34,239$11,413iApproximate average salary by contribution assumption: employee only about $285,325 at 4% or $190,217 at 6%; with 50% employer match about $190,217 at 4% or $126,811 at 6%; with 100% employer match about $142,663 at 4% or $95,108 at 6%.
Jeffrey S. Sams Money Purchase Plan-2$372,971$16,877$8,439iApproximate average salary by contribution assumption: employee only about $210,963 at 4% or $140,642 at 6%; with 50% employer match about $140,642 at 4% or $93,761 at 6%; with 100% employer match about $105,481 at 4% or $70,321 at 6%.
Jeffrey S. Sams Profit Sharing Plan-3$329,051$17,362$5,787iApproximate average salary by contribution assumption: employee only about $144,683 at 4% or $96,456 at 6%; with 50% employer match about $96,456 at 4% or $64,304 at 6%; with 100% employer match about $72,342 at 4% or $48,228 at 6%.