Civic Intelligence

J. Scott Wolery, M.D. Inc.

Plan context: J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust

EIN 34-1521114 • Lima, OH • 11 filings • 5 plans

770 West High Street Suite 210Lima, OH 45801
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$1,167,459

2011 Contributions

$14,950

Historical Graphs

Total Assets Over Time

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

$1,181,969$590,985$0199920092011YearValue
$1,167,459Latest year 2011

Participants Over Time

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

950199920072011YearValue
8Latest year 2011

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
201128$1,167,459$14,950$1,869iApproximate average salary by contribution assumption: employee only about $46,719 at 4% or $31,146 at 6%; with 50% employer match about $31,146 at 4% or $20,764 at 6%; with 100% employer match about $23,359 at 4% or $15,573 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-8$1,167,459$14,950$1,869iApproximate average salary by contribution assumption: employee only about $46,719 at 4% or $31,146 at 6%; with 50% employer match about $31,146 at 4% or $20,764 at 6%; with 100% employer match about $23,359 at 4% or $15,573 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-0$0--
201018$1,181,969$77,680$9,710iApproximate average salary by contribution assumption: employee only about $242,750 at 4% or $161,833 at 6%; with 50% employer match about $161,833 at 4% or $107,889 at 6%; with 100% employer match about $121,375 at 4% or $80,917 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-8$1,181,969$77,680$9,710iApproximate average salary by contribution assumption: employee only about $242,750 at 4% or $161,833 at 6%; with 50% employer match about $161,833 at 4% or $107,889 at 6%; with 100% employer match about $121,375 at 4% or $80,917 at 6%.
200918$946,593$75,938$9,492iApproximate average salary by contribution assumption: employee only about $237,306 at 4% or $158,204 at 6%; with 50% employer match about $158,204 at 4% or $105,469 at 6%; with 100% employer match about $118,653 at 4% or $79,102 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-8$946,593$75,938$9,492iApproximate average salary by contribution assumption: employee only about $237,306 at 4% or $158,204 at 6%; with 50% employer match about $158,204 at 4% or $105,469 at 6%; with 100% employer match about $118,653 at 4% or $79,102 at 6%.
200816$0$0-
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-6---
200715$0$0-
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-5---
200616$941,998$145,301$24,217iApproximate average salary by contribution assumption: employee only about $605,421 at 4% or $403,614 at 6%; with 50% employer match about $403,614 at 4% or $269,076 at 6%; with 100% employer match about $302,710 at 4% or $201,807 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-6$941,998$145,301$24,217iApproximate average salary by contribution assumption: employee only about $605,421 at 4% or $403,614 at 6%; with 50% employer match about $403,614 at 4% or $269,076 at 6%; with 100% employer match about $302,710 at 4% or $201,807 at 6%.
200517$689,806$85,149$12,164iApproximate average salary by contribution assumption: employee only about $304,104 at 4% or $202,736 at 6%; with 50% employer match about $202,736 at 4% or $135,157 at 6%; with 100% employer match about $152,052 at 4% or $101,368 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-7$689,806$85,149$12,164iApproximate average salary by contribution assumption: employee only about $304,104 at 4% or $202,736 at 6%; with 50% employer match about $202,736 at 4% or $135,157 at 6%; with 100% employer match about $152,052 at 4% or $101,368 at 6%.
200119$0$0-
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-9---
200018$0$0-
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-8---
199915$274,960$63,672$12,734iApproximate average salary by contribution assumption: employee only about $318,360 at 4% or $212,240 at 6%; with 50% employer match about $212,240 at 4% or $141,493 at 6%; with 100% employer match about $159,180 at 4% or $106,120 at 6%.
J. Scott Wolery, M.D. Inc., Profit Sharing Plan and Trust-5$274,960$63,672$12,734iApproximate average salary by contribution assumption: employee only about $318,360 at 4% or $212,240 at 6%; with 50% employer match about $212,240 at 4% or $141,493 at 6%; with 100% employer match about $159,180 at 4% or $106,120 at 6%.