Civic Intelligence

Samuel V. Estepa, M.D. PC.

Plan context: Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust

EIN 42-1149403 • Punta Gorda, FL • 14 filings • 2 plans

97 Vivante Boulevard, Unit 9743Punta Gorda, FL 33950-2028
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$479,287

2013 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$479,287$239,644$0199920092012YearValue
$479,287Latest year 2012

Participants Over Time

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

420199920062012YearValue
2Latest year 2012

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
201310$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-0$0$0-
201212$479,287$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-2$479,287$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201112$441,141$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-2$441,141$0-
201013$395,184$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3$395,184$0-
200913$409,097$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3$409,097$0-
200813$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3---
200713$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3---
200613$442,428$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3$442,428$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200512$376,076$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-2$376,076$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200414$347,024$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-4$347,024$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200314$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-4---
200213$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3---
200113$0$0-
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-3---
199914$330,485$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Samuel V. Estepa, M.D. PC. Profit Sharing Plan & Trust-4$330,485$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.