Civic Intelligence

Dr Joseph T Caligaris & Associate

Plan context: Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan

EIN 31-1404326 • Cincinatti, OH • 13 filings • 2 plans

12034 Cooperwood LaneCincinatti, OH 45242
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$488,625

2011 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$535,069$267,535$0199920052010YearValue
$488,625Latest year 2010

Participants Over Time

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

420199920052010YearValue
4Latest year 2010

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
201110$0$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-0$0$0-
201014$488,625$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-4$488,625$0-
200914$452,763$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-4$452,763--
200814$366,479$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-4$366,479--
200714$535,069$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-4$535,069--
200613$485,459$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3$485,459--
200513$426,820$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3$426,820--
200413$400,456$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3$400,456$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200313$0$0-
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3---
200214$303,680$45,875$11,469iApproximate average salary by contribution assumption: employee only about $286,719 at 4% or $191,146 at 6%; with 50% employer match about $191,146 at 4% or $127,431 at 6%; with 100% employer match about $143,359 at 4% or $95,573 at 6%.
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-4$303,680$45,875$11,469iApproximate average salary by contribution assumption: employee only about $286,719 at 4% or $191,146 at 6%; with 50% employer match about $191,146 at 4% or $127,431 at 6%; with 100% employer match about $143,359 at 4% or $95,573 at 6%.
200113$276,090$29,988$9,996iApproximate average salary by contribution assumption: employee only about $249,900 at 4% or $166,600 at 6%; with 50% employer match about $166,600 at 4% or $111,067 at 6%; with 100% employer match about $124,950 at 4% or $83,300 at 6%.
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3$276,090$29,988$9,996iApproximate average salary by contribution assumption: employee only about $249,900 at 4% or $166,600 at 6%; with 50% employer match about $166,600 at 4% or $111,067 at 6%; with 100% employer match about $124,950 at 4% or $83,300 at 6%.
200013$348,175$28,901$9,634iApproximate average salary by contribution assumption: employee only about $240,842 at 4% or $160,561 at 6%; with 50% employer match about $160,561 at 4% or $107,041 at 6%; with 100% employer match about $120,421 at 4% or $80,281 at 6%.
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-3$348,175$28,901$9,634iApproximate average salary by contribution assumption: employee only about $240,842 at 4% or $160,561 at 6%; with 50% employer match about $160,561 at 4% or $107,041 at 6%; with 100% employer match about $120,421 at 4% or $80,281 at 6%.
199912$385,773$23,664$11,832iApproximate average salary by contribution assumption: employee only about $295,800 at 4% or $197,200 at 6%; with 50% employer match about $197,200 at 4% or $131,467 at 6%; with 100% employer match about $147,900 at 4% or $98,600 at 6%.
Dr Joseph T Caligaris & Associates Inc Profit Sharing Plan-2$385,773$23,664$11,832iApproximate average salary by contribution assumption: employee only about $295,800 at 4% or $197,200 at 6%; with 50% employer match about $197,200 at 4% or $131,467 at 6%; with 100% employer match about $147,900 at 4% or $98,600 at 6%.