Civic Intelligence

Kathy D. Hartke, M.D., S.C.

Plan context: Kathy D. Hartke, M.D., S.C. Profit Sharing Plan

EIN 39-1586529 • Brookfield, WI • 4 filings • 3 plans

19655 Birmingham CourtBrookfield, WI 53045
Current Snapshot

Latest Year

2014

2014 Participants

15

2014 Assets

$1,967,372

2014 Contributions

$29,978

Historical Graphs

Total Assets Over Time

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

$1,967,372$983,686$0200720082013YearValue
$1,967,372Latest year 2013

Participants Over Time

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

1580200720082013YearValue
15Latest 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
201410$0$29,978-
Kathy D. Hartke, M.D., S.C. Profit Sharing Plan-0$0$29,978-
2013115$1,967,372$43,145$2,876iApproximate average salary by contribution assumption: employee only about $71,908 at 4% or $47,939 at 6%; with 50% employer match about $47,939 at 4% or $31,959 at 6%; with 100% employer match about $35,954 at 4% or $23,969 at 6%.
Kathy D. Hartke, M.D., S.C. Profit Sharing Plan-15$1,967,372$43,145$2,876iApproximate average salary by contribution assumption: employee only about $71,908 at 4% or $47,939 at 6%; with 50% employer match about $47,939 at 4% or $31,959 at 6%; with 100% employer match about $35,954 at 4% or $23,969 at 6%.
200811$624,440$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Kathy D. Hartke, M.D., S.C. Profit Sharing Plan-1$624,440$46,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200711$747,802$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Kathy D. Hartke, M.D., S.C. Profit Sharing Plan-1$747,802$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.