Civic Intelligence

W. Thomas Oakes, Jr., MD PC

Plan context: W. Thomas Oakes Jr., MD PC P/S Plan & Trust

EIN 46-1080828 • 10 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,623,634

2021 Contributions

$49,419

Historical Graphs

Total Assets Over Time

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

$1,623,634$811,817$0201220162020YearValue
$1,623,634Latest year 2020

Participants Over Time

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

1470201220162020YearValue
7Latest year 2020

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
202110$0$0-
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-0---
202017$1,623,634$49,419$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-7$1,623,634$49,419$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
2019110$1,502,591$50,817$5,082iApproximate average salary by contribution assumption: employee only about $127,043 at 4% or $84,695 at 6%; with 50% employer match about $84,695 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,348 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-10$1,502,591$50,817$5,082iApproximate average salary by contribution assumption: employee only about $127,043 at 4% or $84,695 at 6%; with 50% employer match about $84,695 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,348 at 6%.
2018111$1,208,250$53,621$4,875iApproximate average salary by contribution assumption: employee only about $121,866 at 4% or $81,244 at 6%; with 50% employer match about $81,244 at 4% or $54,163 at 6%; with 100% employer match about $60,933 at 4% or $40,622 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-11$1,208,250$53,621$4,875iApproximate average salary by contribution assumption: employee only about $121,866 at 4% or $81,244 at 6%; with 50% employer match about $81,244 at 4% or $54,163 at 6%; with 100% employer match about $60,933 at 4% or $40,622 at 6%.
2017111$1,228,179$58,806$5,346iApproximate average salary by contribution assumption: employee only about $133,650 at 4% or $89,100 at 6%; with 50% employer match about $89,100 at 4% or $59,400 at 6%; with 100% employer match about $66,825 at 4% or $44,550 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-11$1,228,179$58,806$5,346iApproximate average salary by contribution assumption: employee only about $133,650 at 4% or $89,100 at 6%; with 50% employer match about $89,100 at 4% or $59,400 at 6%; with 100% employer match about $66,825 at 4% or $44,550 at 6%.
2016111$987,268$62,747$5,704iApproximate average salary by contribution assumption: employee only about $142,607 at 4% or $95,071 at 6%; with 50% employer match about $95,071 at 4% or $63,381 at 6%; with 100% employer match about $71,303 at 4% or $47,536 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-11$987,268$62,747$5,704iApproximate average salary by contribution assumption: employee only about $142,607 at 4% or $95,071 at 6%; with 50% employer match about $95,071 at 4% or $63,381 at 6%; with 100% employer match about $71,303 at 4% or $47,536 at 6%.
2015111$865,887$60,780$5,525iApproximate average salary by contribution assumption: employee only about $138,136 at 4% or $92,091 at 6%; with 50% employer match about $92,091 at 4% or $61,394 at 6%; with 100% employer match about $69,068 at 4% or $46,045 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-11$865,887$60,780$5,525iApproximate average salary by contribution assumption: employee only about $138,136 at 4% or $92,091 at 6%; with 50% employer match about $92,091 at 4% or $61,394 at 6%; with 100% employer match about $69,068 at 4% or $46,045 at 6%.
2014111$1,202,833$64,239$5,840iApproximate average salary by contribution assumption: employee only about $145,998 at 4% or $97,332 at 6%; with 50% employer match about $97,332 at 4% or $64,888 at 6%; with 100% employer match about $72,999 at 4% or $48,666 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-11$1,202,833$64,239$5,840iApproximate average salary by contribution assumption: employee only about $145,998 at 4% or $97,332 at 6%; with 50% employer match about $97,332 at 4% or $64,888 at 6%; with 100% employer match about $72,999 at 4% or $48,666 at 6%.
2013114$1,079,536$54,431$3,888iApproximate average salary by contribution assumption: employee only about $97,198 at 4% or $64,799 at 6%; with 50% employer match about $64,799 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-14$1,079,536$54,431$3,888iApproximate average salary by contribution assumption: employee only about $97,198 at 4% or $64,799 at 6%; with 50% employer match about $64,799 at 4% or $43,199 at 6%; with 100% employer match about $48,599 at 4% or $32,399 at 6%.
2012110$886,945$866,012$86,601iApproximate average salary by contribution assumption: employee only about $2,165,030 at 4% or $1,443,353 at 6%; with 50% employer match about $1,443,353 at 4% or $962,236 at 6%; with 100% employer match about $1,082,515 at 4% or $721,677 at 6%.
W. Thomas Oakes Jr., MD PC P/S Plan & Trust-10$886,945$866,012$86,601iApproximate average salary by contribution assumption: employee only about $2,165,030 at 4% or $1,443,353 at 6%; with 50% employer match about $1,443,353 at 4% or $962,236 at 6%; with 100% employer match about $1,082,515 at 4% or $721,677 at 6%.