Dr. James Alan Michaels
Plan context: Dr. James Alan Michaels Profit Sharing Plan
EIN 39-1556050 • Oconomowoc, WI • 18 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
9
2020 Assets
$508,538
2020 Contributions
$29,397
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 9 | $508,538 | $29,397 | $3,266iApproximate average salary by contribution assumption: employee only about $81,658 at 4% or $54,439 at 6%; with 50% employer match about $54,439 at 4% or $36,293 at 6%; with 100% employer match about $40,829 at 4% or $27,219 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 9 | $508,538 | $29,397 | $3,266iApproximate average salary by contribution assumption: employee only about $81,658 at 4% or $54,439 at 6%; with 50% employer match about $54,439 at 4% or $36,293 at 6%; with 100% employer match about $40,829 at 4% or $27,219 at 6%. |
| 2019 | 1 | 10 | $594,962 | $79,088 | $7,909iApproximate average salary by contribution assumption: employee only about $197,720 at 4% or $131,813 at 6%; with 50% employer match about $131,813 at 4% or $87,876 at 6%; with 100% employer match about $98,860 at 4% or $65,907 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 10 | $594,962 | $79,088 | $7,909iApproximate average salary by contribution assumption: employee only about $197,720 at 4% or $131,813 at 6%; with 50% employer match about $131,813 at 4% or $87,876 at 6%; with 100% employer match about $98,860 at 4% or $65,907 at 6%. |
| 2018 | 1 | 11 | $649,578 | $73,037 | $6,640iApproximate average salary by contribution assumption: employee only about $165,993 at 4% or $110,662 at 6%; with 50% employer match about $110,662 at 4% or $73,775 at 6%; with 100% employer match about $82,997 at 4% or $55,331 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 11 | $649,578 | $73,037 | $6,640iApproximate average salary by contribution assumption: employee only about $165,993 at 4% or $110,662 at 6%; with 50% employer match about $110,662 at 4% or $73,775 at 6%; with 100% employer match about $82,997 at 4% or $55,331 at 6%. |
| 2017 | 1 | 11 | $632,505 | $60,617 | $5,511iApproximate average salary by contribution assumption: employee only about $137,766 at 4% or $91,844 at 6%; with 50% employer match about $91,844 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 11 | $632,505 | $60,617 | $5,511iApproximate average salary by contribution assumption: employee only about $137,766 at 4% or $91,844 at 6%; with 50% employer match about $91,844 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%. |
| 2016 | 1 | 10 | $496,100 | $46,903 | $4,690iApproximate average salary by contribution assumption: employee only about $117,258 at 4% or $78,172 at 6%; with 50% employer match about $78,172 at 4% or $52,114 at 6%; with 100% employer match about $58,629 at 4% or $39,086 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 10 | $496,100 | $46,903 | $4,690iApproximate average salary by contribution assumption: employee only about $117,258 at 4% or $78,172 at 6%; with 50% employer match about $78,172 at 4% or $52,114 at 6%; with 100% employer match about $58,629 at 4% or $39,086 at 6%. |
| 2015 | 1 | 10 | $411,299 | $42,754 | $4,275iApproximate average salary by contribution assumption: employee only about $106,885 at 4% or $71,257 at 6%; with 50% employer match about $71,257 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 10 | $411,299 | $42,754 | $4,275iApproximate average salary by contribution assumption: employee only about $106,885 at 4% or $71,257 at 6%; with 50% employer match about $71,257 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%. |
| 2014 | 1 | 10 | $377,219 | $49,908 | $4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 10 | $377,219 | $49,908 | $4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%. |
| 2013 | 1 | 9 | $308,647 | $36,170 | $4,019iApproximate average salary by contribution assumption: employee only about $100,472 at 4% or $66,981 at 6%; with 50% employer match about $66,981 at 4% or $44,654 at 6%; with 100% employer match about $50,236 at 4% or $33,491 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 9 | $308,647 | $36,170 | $4,019iApproximate average salary by contribution assumption: employee only about $100,472 at 4% or $66,981 at 6%; with 50% employer match about $66,981 at 4% or $44,654 at 6%; with 100% employer match about $50,236 at 4% or $33,491 at 6%. |
| 2012 | 1 | 7 | $224,752 | $28,406 | $4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 7 | $224,752 | $28,406 | $4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%. |
| 2011 | 1 | 8 | $183,265 | $22,059 | $2,757iApproximate average salary by contribution assumption: employee only about $68,934 at 4% or $45,956 at 6%; with 50% employer match about $45,956 at 4% or $30,638 at 6%; with 100% employer match about $34,467 at 4% or $22,978 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 8 | $183,265 | $22,059 | $2,757iApproximate average salary by contribution assumption: employee only about $68,934 at 4% or $45,956 at 6%; with 50% employer match about $45,956 at 4% or $30,638 at 6%; with 100% employer match about $34,467 at 4% or $22,978 at 6%. |
| 2010 | 1 | 8 | $169,343 | $21,772 | $2,722iApproximate average salary by contribution assumption: employee only about $68,038 at 4% or $45,358 at 6%; with 50% employer match about $45,358 at 4% or $30,239 at 6%; with 100% employer match about $34,019 at 4% or $22,679 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 8 | $169,343 | $21,772 | $2,722iApproximate average salary by contribution assumption: employee only about $68,038 at 4% or $45,358 at 6%; with 50% employer match about $45,358 at 4% or $30,239 at 6%; with 100% employer match about $34,019 at 4% or $22,679 at 6%. |
| 2009 | 1 | 9 | $140,849 | $14,914 | $1,657iApproximate average salary by contribution assumption: employee only about $41,428 at 4% or $27,619 at 6%; with 50% employer match about $27,619 at 4% or $18,412 at 6%; with 100% employer match about $20,714 at 4% or $13,809 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 9 | $140,849 | $14,914 | $1,657iApproximate average salary by contribution assumption: employee only about $41,428 at 4% or $27,619 at 6%; with 50% employer match about $27,619 at 4% or $18,412 at 6%; with 100% employer match about $20,714 at 4% or $13,809 at 6%. |
| 2008 | 1 | 7 | $166,150 | $24,775 | $3,539iApproximate average salary by contribution assumption: employee only about $88,482 at 4% or $58,988 at 6%; with 50% employer match about $58,988 at 4% or $39,325 at 6%; with 100% employer match about $44,241 at 4% or $29,494 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 7 | $166,150 | $24,775 | $3,539iApproximate average salary by contribution assumption: employee only about $88,482 at 4% or $58,988 at 6%; with 50% employer match about $58,988 at 4% or $39,325 at 6%; with 100% employer match about $44,241 at 4% or $29,494 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Dr. James Alan Michaels Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Dr. James Alan Michaels Profit Sharing Plan | - | 9 | - | - | - |
| 2005 | 1 | 10 | $166,067 | $29,295 | $2,930iApproximate average salary by contribution assumption: employee only about $73,238 at 4% or $48,825 at 6%; with 50% employer match about $48,825 at 4% or $32,550 at 6%; with 100% employer match about $36,619 at 4% or $24,413 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 10 | $166,067 | $29,295 | $2,930iApproximate average salary by contribution assumption: employee only about $73,238 at 4% or $48,825 at 6%; with 50% employer match about $48,825 at 4% or $32,550 at 6%; with 100% employer match about $36,619 at 4% or $24,413 at 6%. |
| 2002 | 1 | 8 | $84,720 | $25,062 | $3,133iApproximate average salary by contribution assumption: employee only about $78,319 at 4% or $52,213 at 6%; with 50% employer match about $52,213 at 4% or $34,808 at 6%; with 100% employer match about $39,159 at 4% or $26,106 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 8 | $84,720 | $25,062 | $3,133iApproximate average salary by contribution assumption: employee only about $78,319 at 4% or $52,213 at 6%; with 50% employer match about $52,213 at 4% or $34,808 at 6%; with 100% employer match about $39,159 at 4% or $26,106 at 6%. |
| 1999 | 1 | 8 | $76,519 | $20,303 | $2,538iApproximate average salary by contribution assumption: employee only about $63,447 at 4% or $42,298 at 6%; with 50% employer match about $42,298 at 4% or $28,199 at 6%; with 100% employer match about $31,723 at 4% or $21,149 at 6%. |
| Dr. James Alan Michaels Profit Sharing Plan | - | 8 | $76,519 | $20,303 | $2,538iApproximate average salary by contribution assumption: employee only about $63,447 at 4% or $42,298 at 6%; with 50% employer match about $42,298 at 4% or $28,199 at 6%; with 100% employer match about $31,723 at 4% or $21,149 at 6%. |