Civic Intelligence

Personal Health Management PC

Plan context: PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST

EIN 35-1935587 • Valparaiso, IN • 19 filings • 4 plans

2031 Roosevelt RoadValparaiso, IN 46383
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$135,113

2017 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$147,129$73,565$0199920092016YearValue
$135,113Latest year 2016

Participants Over Time

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

950199920082016YearValue
6Latest year 2016

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
201710$0$5,000-
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-0$0$5,000-
201616$135,113$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-6$135,113--
201517$147,129$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-7$147,129$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
201417$140,322$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-7$140,322$6,000$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%.
201316$128,005$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-6$128,005--
201216$109,524$4,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-6$109,524$4,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
201117$104,897$4,000$571iApproximate average salary by contribution assumption: employee only about $14,286 at 4% or $9,524 at 6%; with 50% employer match about $9,524 at 4% or $6,349 at 6%; with 100% employer match about $7,143 at 4% or $4,762 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-7$104,897$4,000$571iApproximate average salary by contribution assumption: employee only about $14,286 at 4% or $9,524 at 6%; with 50% employer match about $9,524 at 4% or $6,349 at 6%; with 100% employer match about $7,143 at 4% or $4,762 at 6%.
201016$101,448$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN & TRUST-6$101,448$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
200915$89,753$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN AND TRUST-5$89,753--
200815$71,450$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT SHARING PLAN AND TRUST-5$71,450--
200715$0$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-5---
200616$92,178$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-6$92,178--
200519$90,886$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-9$90,886--
200419$86,599$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-9$86,599--
200319$78,567$24,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-9$78,567$24,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
200218$44,294$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-8$44,294--
200118$0$0-
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-8---
200017$50,655$9,000$1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%.
PERSONAL HEALTH MANAGEMENT, PC PROFIT-SHARING PLAN AND TRUST-7$50,655$9,000$1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%.
199915$44,800$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Personal Health Management PC Profit-Sharing Plan and Trust-5$44,800$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.