Civic Intelligence

Harley a. Grim, M.D.

Plan context: Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.

EIN 31-1328034 • Cincinnati, OH • 22 filings • 4 plans

8250 Winton Road Suite #210Cincinnati, OH 45231-5903
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,711,913

2016 Contributions

$52,144

Historical Graphs

Total Assets Over Time

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

$1,711,913$855,957$0199920082015YearValue
$1,711,913Latest year 2015

Participants Over Time

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

420199920062015YearValue
3Latest year 2015

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
201610$0$0-
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-0$0$0-
201513$1,711,913$52,144$17,381iApproximate average salary by contribution assumption: employee only about $434,533 at 4% or $289,689 at 6%; with 50% employer match about $289,689 at 4% or $193,126 at 6%; with 100% employer match about $217,267 at 4% or $144,844 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,711,913$52,144$17,381iApproximate average salary by contribution assumption: employee only about $434,533 at 4% or $289,689 at 6%; with 50% employer match about $289,689 at 4% or $193,126 at 6%; with 100% employer match about $217,267 at 4% or $144,844 at 6%.
201413$1,685,069$55,172$18,391iApproximate average salary by contribution assumption: employee only about $459,767 at 4% or $306,511 at 6%; with 50% employer match about $306,511 at 4% or $204,341 at 6%; with 100% employer match about $229,883 at 4% or $153,256 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,685,069$55,172$18,391iApproximate average salary by contribution assumption: employee only about $459,767 at 4% or $306,511 at 6%; with 50% employer match about $306,511 at 4% or $204,341 at 6%; with 100% employer match about $229,883 at 4% or $153,256 at 6%.
201313$1,570,359$57,478$19,159iApproximate average salary by contribution assumption: employee only about $478,983 at 4% or $319,322 at 6%; with 50% employer match about $319,322 at 4% or $212,881 at 6%; with 100% employer match about $239,492 at 4% or $159,661 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,570,359$57,478$19,159iApproximate average salary by contribution assumption: employee only about $478,983 at 4% or $319,322 at 6%; with 50% employer match about $319,322 at 4% or $212,881 at 6%; with 100% employer match about $239,492 at 4% or $159,661 at 6%.
201210$1,395,219$51,066-
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.--$1,395,219$51,066-
201113$1,253,165$56,536$18,845iApproximate average salary by contribution assumption: employee only about $471,133 at 4% or $314,089 at 6%; with 50% employer match about $314,089 at 4% or $209,393 at 6%; with 100% employer match about $235,567 at 4% or $157,044 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,253,165$56,536$18,845iApproximate average salary by contribution assumption: employee only about $471,133 at 4% or $314,089 at 6%; with 50% employer match about $314,089 at 4% or $209,393 at 6%; with 100% employer match about $235,567 at 4% or $157,044 at 6%.
201013$1,183,063$63,590$21,197iApproximate average salary by contribution assumption: employee only about $529,917 at 4% or $353,278 at 6%; with 50% employer match about $353,278 at 4% or $235,519 at 6%; with 100% employer match about $264,958 at 4% or $176,639 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,183,063$63,590$21,197iApproximate average salary by contribution assumption: employee only about $529,917 at 4% or $353,278 at 6%; with 50% employer match about $353,278 at 4% or $235,519 at 6%; with 100% employer match about $264,958 at 4% or $176,639 at 6%.
200913$1,009,330$64,030$21,343iApproximate average salary by contribution assumption: employee only about $533,583 at 4% or $355,722 at 6%; with 50% employer match about $355,722 at 4% or $237,148 at 6%; with 100% employer match about $266,792 at 4% or $177,861 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$1,009,330$64,030$21,343iApproximate average salary by contribution assumption: employee only about $533,583 at 4% or $355,722 at 6%; with 50% employer match about $355,722 at 4% or $237,148 at 6%; with 100% employer match about $266,792 at 4% or $177,861 at 6%.
200810$849,681$57,084-
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-0$849,681$57,084-
200713$0$0-
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3---
200613$904,015$57,143$19,048iApproximate average salary by contribution assumption: employee only about $476,192 at 4% or $317,461 at 6%; with 50% employer match about $317,461 at 4% or $211,641 at 6%; with 100% employer match about $238,096 at 4% or $158,731 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$904,015$57,143$19,048iApproximate average salary by contribution assumption: employee only about $476,192 at 4% or $317,461 at 6%; with 50% employer match about $317,461 at 4% or $211,641 at 6%; with 100% employer match about $238,096 at 4% or $158,731 at 6%.
200514$824,898$58,020$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-4$824,898$58,020$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
200413$730,264$51,204$17,068iApproximate average salary by contribution assumption: employee only about $426,700 at 4% or $284,467 at 6%; with 50% employer match about $284,467 at 4% or $189,644 at 6%; with 100% employer match about $213,350 at 4% or $142,233 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$730,264$51,204$17,068iApproximate average salary by contribution assumption: employee only about $426,700 at 4% or $284,467 at 6%; with 50% employer match about $284,467 at 4% or $189,644 at 6%; with 100% employer match about $213,350 at 4% or $142,233 at 6%.
200313$0$0-
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3---
200223$512,728$314,416$104,805iApproximate average salary by contribution assumption: employee only about $2,620,133 at 4% or $1,746,756 at 6%; with 50% employer match about $1,746,756 at 4% or $1,164,504 at 6%; with 100% employer match about $1,310,067 at 4% or $873,378 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$512,728$314,416$104,805iApproximate average salary by contribution assumption: employee only about $2,620,133 at 4% or $1,746,756 at 6%; with 50% employer match about $1,746,756 at 4% or $1,164,504 at 6%; with 100% employer match about $1,310,067 at 4% or $873,378 at 6%.
Harley a. Grim, M.D. Money Purchase Pension Plan U/A Charles Schwab-0---
200123$242,540$24,498$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$242,540$24,498$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
Harley a. Grim, M.D. Money Purchase Pension Plan U/A Charles Schwab-3---
200023$495,005$39,802$13,267iApproximate average salary by contribution assumption: employee only about $331,683 at 4% or $221,122 at 6%; with 50% employer match about $221,122 at 4% or $147,415 at 6%; with 100% employer match about $165,842 at 4% or $110,561 at 6%.
Harley a. Grim, M.D. Money Purchase Pension Plan U/A Charles Schwab-3$261,858$22,555$7,518iApproximate average salary by contribution assumption: employee only about $187,958 at 4% or $125,306 at 6%; with 50% employer match about $125,306 at 4% or $83,537 at 6%; with 100% employer match about $93,979 at 4% or $62,653 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-3$233,147$17,247$5,749iApproximate average salary by contribution assumption: employee only about $143,725 at 4% or $95,817 at 6%; with 50% employer match about $95,817 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,908 at 6%.
199924$482,749$38,988$9,747iApproximate average salary by contribution assumption: employee only about $243,675 at 4% or $162,450 at 6%; with 50% employer match about $162,450 at 4% or $108,300 at 6%; with 100% employer match about $121,838 at 4% or $81,225 at 6%.
Harley a. Grim, M.D. Money Purchase Pension Plan U/A Charles Schwab-4$253,875$20,796$5,199iApproximate average salary by contribution assumption: employee only about $129,975 at 4% or $86,650 at 6%; with 50% employer match about $86,650 at 4% or $57,767 at 6%; with 100% employer match about $64,988 at 4% or $43,325 at 6%.
Harley a. Grim, M.D. Profit Sharing Plan Ua Charles Schwab & Co.-4$228,874$18,192$4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%.