Jerry L. Case, M.D., P.A.
Plan context: Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust
EIN 51-0195168 • 14 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
4
2013 Assets
$3,658,439
2013 Contributions
$80,017
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2012 | 1 | 4 | $3,658,439 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $3,658,439 | - | - |
| 2011 | 1 | 3 | $4,050,402 | $80,017 | $26,672iApproximate average salary by contribution assumption: employee only about $666,808 at 4% or $444,539 at 6%; with 50% employer match about $444,539 at 4% or $296,359 at 6%; with 100% employer match about $333,404 at 4% or $222,269 at 6%. |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $4,050,402 | $80,017 | $26,672iApproximate average salary by contribution assumption: employee only about $666,808 at 4% or $444,539 at 6%; with 50% employer match about $444,539 at 4% or $296,359 at 6%; with 100% employer match about $333,404 at 4% or $222,269 at 6%. |
| 2009 | 1 | 3 | $3,656,301 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $3,656,301 | - | - |
| 2008 | 1 | 3 | $3,834,725 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $3,834,725 | - | - |
| 2007 | 1 | 3 | $4,037,827 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $4,037,827 | - | - |
| 2006 | 1 | 3 | $3,962,311 | $0 | - |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $3,962,311 | - | - |
| 2005 | 2 | 3 | $2,590,928 | $2,146,957 | $715,652iApproximate average salary by contribution assumption: employee only about $17,891,308 at 4% or $11,927,539 at 6%; with 50% employer match about $11,927,539 at 4% or $7,951,693 at 6%; with 100% employer match about $8,945,654 at 4% or $5,963,769 at 6%. |
| Jerry L. Case, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $2,590,928 | $2,146,957 | $715,652iApproximate average salary by contribution assumption: employee only about $17,891,308 at 4% or $11,927,539 at 6%; with 50% employer match about $11,927,539 at 4% or $7,951,693 at 6%; with 100% employer match about $8,945,654 at 4% or $5,963,769 at 6%. |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2004 | 1 | 3 | $2,109,921 | $0 | - |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 3 | $2,109,921 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $1,489,759 | $0 | - |
| Jerry L. Case, M.D., P.A. Defined Benefit Pension Plan | - | 4 | $1,489,759 | - | - |