Civic Intelligence

James J. Sardo, MD Inc.

Plan context: James J. Sardo, MD Inc. Profit Sharing Plan

EIN 31-1629181 • New Albany, OH • 20 filings • 4 plans

7691 Roxton CTNew Albany, OH 43054
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,398,241

2018 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$1,401,695$700,848$0200120102018YearValue
$1,398,241Latest year 2018

Participants Over Time

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

320200120102018YearValue
1Latest year 2018

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
201811$1,398,241$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$1,398,241$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201713$1,401,695$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-3$1,401,695$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201613$1,111,605$53,253$17,751iApproximate average salary by contribution assumption: employee only about $443,775 at 4% or $295,850 at 6%; with 50% employer match about $295,850 at 4% or $197,233 at 6%; with 100% employer match about $221,888 at 4% or $147,925 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-3$1,111,605$53,253$17,751iApproximate average salary by contribution assumption: employee only about $443,775 at 4% or $295,850 at 6%; with 50% employer match about $295,850 at 4% or $197,233 at 6%; with 100% employer match about $221,888 at 4% or $147,925 at 6%.
201513$952,470$53,192$17,731iApproximate average salary by contribution assumption: employee only about $443,267 at 4% or $295,511 at 6%; with 50% employer match about $295,511 at 4% or $197,007 at 6%; with 100% employer match about $221,633 at 4% or $147,756 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-3$952,470$53,192$17,731iApproximate average salary by contribution assumption: employee only about $443,267 at 4% or $295,511 at 6%; with 50% employer match about $295,511 at 4% or $197,007 at 6%; with 100% employer match about $221,633 at 4% or $147,756 at 6%.
201412$969,880$52,854$26,427iApproximate average salary by contribution assumption: employee only about $660,675 at 4% or $440,450 at 6%; with 50% employer match about $440,450 at 4% or $293,633 at 6%; with 100% employer match about $330,338 at 4% or $220,225 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$969,880$52,854$26,427iApproximate average salary by contribution assumption: employee only about $660,675 at 4% or $440,450 at 6%; with 50% employer match about $440,450 at 4% or $293,633 at 6%; with 100% employer match about $330,338 at 4% or $220,225 at 6%.
201312$884,759$50,237$25,119iApproximate average salary by contribution assumption: employee only about $627,963 at 4% or $418,642 at 6%; with 50% employer match about $418,642 at 4% or $279,094 at 6%; with 100% employer match about $313,981 at 4% or $209,321 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$884,759$50,237$25,119iApproximate average salary by contribution assumption: employee only about $627,963 at 4% or $418,642 at 6%; with 50% employer match about $418,642 at 4% or $279,094 at 6%; with 100% employer match about $313,981 at 4% or $209,321 at 6%.
201212$665,325$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$665,325$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
201113$558,705$50,401$16,800iApproximate average salary by contribution assumption: employee only about $420,008 at 4% or $280,006 at 6%; with 50% employer match about $280,006 at 4% or $186,670 at 6%; with 100% employer match about $210,004 at 4% or $140,003 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-3$558,705$50,401$16,800iApproximate average salary by contribution assumption: employee only about $420,008 at 4% or $280,006 at 6%; with 50% employer match about $280,006 at 4% or $186,670 at 6%; with 100% employer match about $210,004 at 4% or $140,003 at 6%.
201012$491,053$49,300$24,650iApproximate average salary by contribution assumption: employee only about $616,250 at 4% or $410,833 at 6%; with 50% employer match about $410,833 at 4% or $273,889 at 6%; with 100% employer match about $308,125 at 4% or $205,417 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$491,053$49,300$24,650iApproximate average salary by contribution assumption: employee only about $616,250 at 4% or $410,833 at 6%; with 50% employer match about $410,833 at 4% or $273,889 at 6%; with 100% employer match about $308,125 at 4% or $205,417 at 6%.
200912$387,834$50,601$25,301iApproximate average salary by contribution assumption: employee only about $632,513 at 4% or $421,675 at 6%; with 50% employer match about $421,675 at 4% or $281,117 at 6%; with 100% employer match about $316,256 at 4% or $210,838 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$387,834$50,601$25,301iApproximate average salary by contribution assumption: employee only about $632,513 at 4% or $421,675 at 6%; with 50% employer match about $421,675 at 4% or $281,117 at 6%; with 100% employer match about $316,256 at 4% or $210,838 at 6%.
200811$276,933$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$276,933$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200711$353,116$44,441$44,441iApproximate average salary by contribution assumption: employee only about $1,111,025 at 4% or $740,683 at 6%; with 50% employer match about $740,683 at 4% or $493,789 at 6%; with 100% employer match about $555,513 at 4% or $370,342 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$353,116$44,441$44,441iApproximate average salary by contribution assumption: employee only about $1,111,025 at 4% or $740,683 at 6%; with 50% employer match about $740,683 at 4% or $493,789 at 6%; with 100% employer match about $555,513 at 4% or $370,342 at 6%.
200611$297,678$44,818$44,818iApproximate average salary by contribution assumption: employee only about $1,120,450 at 4% or $746,967 at 6%; with 50% employer match about $746,967 at 4% or $497,978 at 6%; with 100% employer match about $560,225 at 4% or $373,483 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$297,678$44,818$44,818iApproximate average salary by contribution assumption: employee only about $1,120,450 at 4% or $746,967 at 6%; with 50% employer match about $746,967 at 4% or $497,978 at 6%; with 100% employer match about $560,225 at 4% or $373,483 at 6%.
200512$222,160$47,562$23,781iApproximate average salary by contribution assumption: employee only about $594,525 at 4% or $396,350 at 6%; with 50% employer match about $396,350 at 4% or $264,233 at 6%; with 100% employer match about $297,263 at 4% or $198,175 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-2$222,160$47,562$23,781iApproximate average salary by contribution assumption: employee only about $594,525 at 4% or $396,350 at 6%; with 50% employer match about $396,350 at 4% or $264,233 at 6%; with 100% employer match about $297,263 at 4% or $198,175 at 6%.
200411$171,736$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$171,736$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$119,094$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$119,094$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200221$64,275$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$64,275$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
James J. Sardo, MD Inc. Money Purchase Pension Plan-0---
200121$35,111$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
James J. Sardo, MD Inc. Profit Sharing Plan-1$21,229$20,203$20,203iApproximate average salary by contribution assumption: employee only about $505,075 at 4% or $336,717 at 6%; with 50% employer match about $336,717 at 4% or $224,478 at 6%; with 100% employer match about $252,538 at 4% or $168,358 at 6%.
James J. Sardo, MD Inc. Money Purchase Pension Plan-1$13,882$14,797$14,797iApproximate average salary by contribution assumption: employee only about $369,925 at 4% or $246,617 at 6%; with 50% employer match about $246,617 at 4% or $164,411 at 6%; with 100% employer match about $184,963 at 4% or $123,308 at 6%.