Civic Intelligence

William C Crelin MD

Plan context: Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct

EIN 39-1665805 • Whitefish Bay, WI • 16 filings • 10 plans

987 E Circle DrWhitefish Bay, WI 53217
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$448,110

2014 Contributions

$16,458

Historical Graphs

Total Assets Over Time

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

$554,166$277,083$0200220092014YearValue
$448,110Latest year 2014

Participants Over Time

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

210200020072014YearValue
1Latest year 2014

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
201411$448,110$16,458$16,458iApproximate average salary by contribution assumption: employee only about $411,450 at 4% or $274,300 at 6%; with 50% employer match about $274,300 at 4% or $182,867 at 6%; with 100% employer match about $205,725 at 4% or $137,150 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-1$448,110$16,458$16,458iApproximate average salary by contribution assumption: employee only about $411,450 at 4% or $274,300 at 6%; with 50% employer match about $274,300 at 4% or $182,867 at 6%; with 100% employer match about $205,725 at 4% or $137,150 at 6%.
201312$554,166$16,067$8,034iApproximate average salary by contribution assumption: employee only about $200,838 at 4% or $133,892 at 6%; with 50% employer match about $133,892 at 4% or $89,261 at 6%; with 100% employer match about $100,419 at 4% or $66,946 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$554,166$16,067$8,034iApproximate average salary by contribution assumption: employee only about $200,838 at 4% or $133,892 at 6%; with 50% employer match about $133,892 at 4% or $89,261 at 6%; with 100% employer match about $100,419 at 4% or $66,946 at 6%.
201212$484,552$17,391$8,696iApproximate average salary by contribution assumption: employee only about $217,388 at 4% or $144,925 at 6%; with 50% employer match about $144,925 at 4% or $96,617 at 6%; with 100% employer match about $108,694 at 4% or $72,463 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$484,552$17,391$8,696iApproximate average salary by contribution assumption: employee only about $217,388 at 4% or $144,925 at 6%; with 50% employer match about $144,925 at 4% or $96,617 at 6%; with 100% employer match about $108,694 at 4% or $72,463 at 6%.
201112$415,313$11,864$5,932iApproximate average salary by contribution assumption: employee only about $148,300 at 4% or $98,867 at 6%; with 50% employer match about $98,867 at 4% or $65,911 at 6%; with 100% employer match about $74,150 at 4% or $49,433 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$415,313$11,864$5,932iApproximate average salary by contribution assumption: employee only about $148,300 at 4% or $98,867 at 6%; with 50% employer match about $98,867 at 4% or $65,911 at 6%; with 100% employer match about $74,150 at 4% or $49,433 at 6%.
201012$402,241$20,136$10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$402,241$20,136$10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%.
200912$338,744$27,959$13,980iApproximate average salary by contribution assumption: employee only about $349,488 at 4% or $232,992 at 6%; with 50% employer match about $232,992 at 4% or $155,328 at 6%; with 100% employer match about $174,744 at 4% or $116,496 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$338,744$27,959$13,980iApproximate average salary by contribution assumption: employee only about $349,488 at 4% or $232,992 at 6%; with 50% employer match about $232,992 at 4% or $155,328 at 6%; with 100% employer match about $174,744 at 4% or $116,496 at 6%.
200812$232,008$33,699$16,850iApproximate average salary by contribution assumption: employee only about $421,238 at 4% or $280,825 at 6%; with 50% employer match about $280,825 at 4% or $187,217 at 6%; with 100% employer match about $210,619 at 4% or $140,413 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$232,008$33,699$16,850iApproximate average salary by contribution assumption: employee only about $421,238 at 4% or $280,825 at 6%; with 50% employer match about $280,825 at 4% or $187,217 at 6%; with 100% employer match about $210,619 at 4% or $140,413 at 6%.
200712$0$0-
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2---
200612$0$0-
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2---
200512$240,617$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$240,617$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200412$210,073$10,207$5,104iApproximate average salary by contribution assumption: employee only about $127,588 at 4% or $85,058 at 6%; with 50% employer match about $85,058 at 4% or $56,706 at 6%; with 100% employer match about $63,794 at 4% or $42,529 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$210,073$10,207$5,104iApproximate average salary by contribution assumption: employee only about $127,588 at 4% or $85,058 at 6%; with 50% employer match about $85,058 at 4% or $56,706 at 6%; with 100% employer match about $63,794 at 4% or $42,529 at 6%.
200322$366,938$51,998$25,999iApproximate average salary by contribution assumption: employee only about $649,975 at 4% or $433,317 at 6%; with 50% employer match about $433,317 at 4% or $288,878 at 6%; with 100% employer match about $324,988 at 4% or $216,658 at 6%.
UTA CHARLES SCHWAB & CO, INC WILLIAM C. CRELIN PROFIT SHARING COMBO ACCOUNT-0$183,469$25,999-
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$183,469$25,999$13,000iApproximate average salary by contribution assumption: employee only about $324,988 at 4% or $216,658 at 6%; with 50% employer match about $216,658 at 4% or $144,439 at 6%; with 100% employer match about $162,494 at 4% or $108,329 at 6%.
200212$120,822$28,420$14,210iApproximate average salary by contribution assumption: employee only about $355,250 at 4% or $236,833 at 6%; with 50% employer match about $236,833 at 4% or $157,889 at 6%; with 100% employer match about $177,625 at 4% or $118,417 at 6%.
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2$120,822$28,420$14,210iApproximate average salary by contribution assumption: employee only about $355,250 at 4% or $236,833 at 6%; with 50% employer match about $236,833 at 4% or $157,889 at 6%; with 100% employer match about $177,625 at 4% or $118,417 at 6%.
200112$0$0-
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2---
200012$0$0-
Uta Charles Schwab & Co Inc William C Crelin MD Profit Sharing Combo Acct-2---