Civic Intelligence

L. Dale Lapp, M.D.

Plan context: L. Dale Lapp, M.D. Profit Sharing Plan and Trust

EIN 33-0524934 • San Diego, CA • 15 filings • 2 plans

4045 Third Ave., Ste. 301San Diego, CA 92103-2121
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$614,130

2013 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$614,130$307,065$0199920062013YearValue
$614,130Latest year 2013

Participants Over Time

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

320199920062013YearValue
2Latest year 2013

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
201312$614,130$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$614,130$0-
201212$503,950$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$503,950$0-
201112$438,296$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$438,296$0-
201012$466,261$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$466,261$0-
200913$406,820$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3$406,820$0-
200812$0$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2---
200712$0$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2---
200612$511,529$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$511,529--
200513$445,211$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3$445,211$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200413$409,568$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3$409,568--
200313$386,627$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3$386,627--
200212$0$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2---
200113$0$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3---
200013$437,354$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%.
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-3$437,354$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%.
199912$593,242$0-
L. Dale Lapp, M.D. Profit Sharing Plan and Trust-2$593,242--