Civic Intelligence

James D Zimmerman MD and John R Bandy MD Ltd

Plan context: James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust

EIN 37-1106178 • 30 filings • 9 plans

Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$11,733,926

2024 Contributions

$502,180

Historical Graphs

Total Assets Over Time

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

$12,831,832$6,415,916$0199920142024YearValue
$11,733,926Latest year 2024

Participants Over Time

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

47240199920122024YearValue
39Latest year 2024

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
2024139$11,733,926$502,180$12,876iApproximate average salary by contribution assumption: employee only about $321,910 at 4% or $214,607 at 6%; with 50% employer match about $214,607 at 4% or $143,071 at 6%; with 100% employer match about $160,955 at 4% or $107,303 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-39$11,733,926$502,180$12,876iApproximate average salary by contribution assumption: employee only about $321,910 at 4% or $214,607 at 6%; with 50% employer match about $214,607 at 4% or $143,071 at 6%; with 100% employer match about $160,955 at 4% or $107,303 at 6%.
2023147$12,139,877$609,498$12,968iApproximate average salary by contribution assumption: employee only about $324,201 at 4% or $216,134 at 6%; with 50% employer match about $216,134 at 4% or $144,089 at 6%; with 100% employer match about $162,101 at 4% or $108,067 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-47$12,139,877$609,498$12,968iApproximate average salary by contribution assumption: employee only about $324,201 at 4% or $216,134 at 6%; with 50% employer match about $216,134 at 4% or $144,089 at 6%; with 100% employer match about $162,101 at 4% or $108,067 at 6%.
2022140$10,230,082$567,659$14,191iApproximate average salary by contribution assumption: employee only about $354,787 at 4% or $236,525 at 6%; with 50% employer match about $236,525 at 4% or $157,683 at 6%; with 100% employer match about $177,393 at 4% or $118,262 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-40$10,230,082$567,659$14,191iApproximate average salary by contribution assumption: employee only about $354,787 at 4% or $236,525 at 6%; with 50% employer match about $236,525 at 4% or $157,683 at 6%; with 100% employer match about $177,393 at 4% or $118,262 at 6%.
2021131$12,831,832$1,532,201$49,426iApproximate average salary by contribution assumption: employee only about $1,235,646 at 4% or $823,764 at 6%; with 50% employer match about $823,764 at 4% or $549,176 at 6%; with 100% employer match about $617,823 at 4% or $411,882 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-31$12,831,832$1,532,201$49,426iApproximate average salary by contribution assumption: employee only about $1,235,646 at 4% or $823,764 at 6%; with 50% employer match about $823,764 at 4% or $549,176 at 6%; with 100% employer match about $617,823 at 4% or $411,882 at 6%.
2020135$11,863,699$624,875$17,854iApproximate average salary by contribution assumption: employee only about $446,339 at 4% or $297,560 at 6%; with 50% employer match about $297,560 at 4% or $198,373 at 6%; with 100% employer match about $223,170 at 4% or $148,780 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-35$11,863,699$624,875$17,854iApproximate average salary by contribution assumption: employee only about $446,339 at 4% or $297,560 at 6%; with 50% employer match about $297,560 at 4% or $198,373 at 6%; with 100% employer match about $223,170 at 4% or $148,780 at 6%.
2019137$10,261,844$642,452$17,364iApproximate average salary by contribution assumption: employee only about $434,089 at 4% or $289,393 at 6%; with 50% employer match about $289,393 at 4% or $192,929 at 6%; with 100% employer match about $217,045 at 4% or $144,696 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-37$10,261,844$642,452$17,364iApproximate average salary by contribution assumption: employee only about $434,089 at 4% or $289,393 at 6%; with 50% employer match about $289,393 at 4% or $192,929 at 6%; with 100% employer match about $217,045 at 4% or $144,696 at 6%.
2018134$12,098,284$686,124$20,180iApproximate average salary by contribution assumption: employee only about $504,503 at 4% or $336,335 at 6%; with 50% employer match about $336,335 at 4% or $224,224 at 6%; with 100% employer match about $252,251 at 4% or $168,168 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-34$12,098,284$686,124$20,180iApproximate average salary by contribution assumption: employee only about $504,503 at 4% or $336,335 at 6%; with 50% employer match about $336,335 at 4% or $224,224 at 6%; with 100% employer match about $252,251 at 4% or $168,168 at 6%.
2017136$10,980,937$679,305$18,870iApproximate average salary by contribution assumption: employee only about $471,740 at 4% or $314,493 at 6%; with 50% employer match about $314,493 at 4% or $209,662 at 6%; with 100% employer match about $235,870 at 4% or $157,247 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-36$10,980,937$679,305$18,870iApproximate average salary by contribution assumption: employee only about $471,740 at 4% or $314,493 at 6%; with 50% employer match about $314,493 at 4% or $209,662 at 6%; with 100% employer match about $235,870 at 4% or $157,247 at 6%.
2016137$9,722,450$645,603$17,449iApproximate average salary by contribution assumption: employee only about $436,218 at 4% or $290,812 at 6%; with 50% employer match about $290,812 at 4% or $193,875 at 6%; with 100% employer match about $218,109 at 4% or $145,406 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-37$9,722,450$645,603$17,449iApproximate average salary by contribution assumption: employee only about $436,218 at 4% or $290,812 at 6%; with 50% employer match about $290,812 at 4% or $193,875 at 6%; with 100% employer match about $218,109 at 4% or $145,406 at 6%.
2015137$8,273,696$596,328$16,117iApproximate average salary by contribution assumption: employee only about $402,924 at 4% or $268,616 at 6%; with 50% employer match about $268,616 at 4% or $179,077 at 6%; with 100% employer match about $201,462 at 4% or $134,308 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-37$8,273,696$596,328$16,117iApproximate average salary by contribution assumption: employee only about $402,924 at 4% or $268,616 at 6%; with 50% employer match about $268,616 at 4% or $179,077 at 6%; with 100% employer match about $201,462 at 4% or $134,308 at 6%.
2014139$7,887,609$552,761$14,173iApproximate average salary by contribution assumption: employee only about $354,334 at 4% or $236,223 at 6%; with 50% employer match about $236,223 at 4% or $157,482 at 6%; with 100% employer match about $177,167 at 4% or $118,111 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-39$7,887,609$552,761$14,173iApproximate average salary by contribution assumption: employee only about $354,334 at 4% or $236,223 at 6%; with 50% employer match about $236,223 at 4% or $157,482 at 6%; with 100% employer match about $177,167 at 4% or $118,111 at 6%.
2013138$8,969,831$543,440$14,301iApproximate average salary by contribution assumption: employee only about $357,526 at 4% or $238,351 at 6%; with 50% employer match about $238,351 at 4% or $158,901 at 6%; with 100% employer match about $178,763 at 4% or $119,175 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-38$8,969,831$543,440$14,301iApproximate average salary by contribution assumption: employee only about $357,526 at 4% or $238,351 at 6%; with 50% employer match about $238,351 at 4% or $158,901 at 6%; with 100% employer match about $178,763 at 4% or $119,175 at 6%.
2012137$7,907,504$553,307$14,954iApproximate average salary by contribution assumption: employee only about $373,856 at 4% or $249,237 at 6%; with 50% employer match about $249,237 at 4% or $166,158 at 6%; with 100% employer match about $186,928 at 4% or $124,619 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-37$7,907,504$553,307$14,954iApproximate average salary by contribution assumption: employee only about $373,856 at 4% or $249,237 at 6%; with 50% employer match about $249,237 at 4% or $166,158 at 6%; with 100% employer match about $186,928 at 4% or $124,619 at 6%.
2011134$6,972,991$515,312$15,156iApproximate average salary by contribution assumption: employee only about $378,906 at 4% or $252,604 at 6%; with 50% employer match about $252,604 at 4% or $168,403 at 6%; with 100% employer match about $189,453 at 4% or $126,302 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-34$6,972,991$515,312$15,156iApproximate average salary by contribution assumption: employee only about $378,906 at 4% or $252,604 at 6%; with 50% employer match about $252,604 at 4% or $168,403 at 6%; with 100% employer match about $189,453 at 4% or $126,302 at 6%.
2010132$6,200,769$446,884$13,965iApproximate average salary by contribution assumption: employee only about $349,128 at 4% or $232,752 at 6%; with 50% employer match about $232,752 at 4% or $155,168 at 6%; with 100% employer match about $174,564 at 4% or $116,376 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-32$6,200,769$446,884$13,965iApproximate average salary by contribution assumption: employee only about $349,128 at 4% or $232,752 at 6%; with 50% employer match about $232,752 at 4% or $155,168 at 6%; with 100% employer match about $174,564 at 4% or $116,376 at 6%.
2009134$5,502,232$460,341$13,539iApproximate average salary by contribution assumption: employee only about $338,486 at 4% or $225,657 at 6%; with 50% employer match about $225,657 at 4% or $150,438 at 6%; with 100% employer match about $169,243 at 4% or $112,829 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-34$5,502,232$460,341$13,539iApproximate average salary by contribution assumption: employee only about $338,486 at 4% or $225,657 at 6%; with 50% employer match about $225,657 at 4% or $150,438 at 6%; with 100% employer match about $169,243 at 4% or $112,829 at 6%.
2008129$0$0-
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-29---
2007129$0$0-
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-29---
2006128$4,153,151$311,085$11,110iApproximate average salary by contribution assumption: employee only about $277,754 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,446 at 6%; with 100% employer match about $138,877 at 4% or $92,585 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-28$4,153,151$311,085$11,110iApproximate average salary by contribution assumption: employee only about $277,754 at 4% or $185,170 at 6%; with 50% employer match about $185,170 at 4% or $123,446 at 6%; with 100% employer match about $138,877 at 4% or $92,585 at 6%.
2005124$3,580,373$231,286$9,637iApproximate average salary by contribution assumption: employee only about $240,923 at 4% or $160,615 at 6%; with 50% employer match about $160,615 at 4% or $107,077 at 6%; with 100% employer match about $120,461 at 4% or $80,308 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-24$3,580,373$231,286$9,637iApproximate average salary by contribution assumption: employee only about $240,923 at 4% or $160,615 at 6%; with 50% employer match about $160,615 at 4% or $107,077 at 6%; with 100% employer match about $120,461 at 4% or $80,308 at 6%.
2004127$3,106,220$218,537$8,094iApproximate average salary by contribution assumption: employee only about $202,349 at 4% or $134,899 at 6%; with 50% employer match about $134,899 at 4% or $89,933 at 6%; with 100% employer match about $101,175 at 4% or $67,450 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-27$3,106,220$218,537$8,094iApproximate average salary by contribution assumption: employee only about $202,349 at 4% or $134,899 at 6%; with 50% employer match about $134,899 at 4% or $89,933 at 6%; with 100% employer match about $101,175 at 4% or $67,450 at 6%.
2003127$3,429,049$207,770$7,695iApproximate average salary by contribution assumption: employee only about $192,380 at 4% or $128,253 at 6%; with 50% employer match about $128,253 at 4% or $85,502 at 6%; with 100% employer match about $96,190 at 4% or $64,127 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-27$3,429,049$207,770$7,695iApproximate average salary by contribution assumption: employee only about $192,380 at 4% or $128,253 at 6%; with 50% employer match about $128,253 at 4% or $85,502 at 6%; with 100% employer match about $96,190 at 4% or $64,127 at 6%.
2002226$2,702,355$979,137$37,659iApproximate average salary by contribution assumption: employee only about $941,478 at 4% or $627,652 at 6%; with 50% employer match about $627,652 at 4% or $418,435 at 6%; with 100% employer match about $470,739 at 4% or $313,826 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-26$2,702,355$968,815$37,262iApproximate average salary by contribution assumption: employee only about $931,553 at 4% or $621,035 at 6%; with 50% employer match about $621,035 at 4% or $414,024 at 6%; with 100% employer match about $465,776 at 4% or $310,518 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Pension Plan and Trust-0-$10,322-
2001221$0$0-
James D Zimmerman MD and John R Bandy MD Ltd Employees Pension Plan and Trust-21---
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-21---
2000220$0$0-
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-20---
James D Zimmerman MD and John R Bandy MD Ltd Employees Pension Plan and Trust-20---
1999219$3,637,358$137,662$7,245iApproximate average salary by contribution assumption: employee only about $181,134 at 4% or $120,756 at 6%; with 50% employer match about $120,756 at 4% or $80,504 at 6%; with 100% employer match about $90,567 at 4% or $60,378 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Profit Sharing Plan and Trust-19$2,695,713$99,804$5,253iApproximate average salary by contribution assumption: employee only about $131,321 at 4% or $87,547 at 6%; with 50% employer match about $87,547 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
James D Zimmerman MD and John R Bandy MD Ltd Employees Pension Plan and Trust-19$941,645$37,858$1,993iApproximate average salary by contribution assumption: employee only about $49,813 at 4% or $33,209 at 6%; with 50% employer match about $33,209 at 4% or $22,139 at 6%; with 100% employer match about $24,907 at 4% or $16,604 at 6%.