Civic Intelligence

Kerry R. Lewis, M.D. Ltd.

Plan context: Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust

EIN 54-1153279 • Fairfax, VA • 24 filings • 5 plans

10560 Main Street, Suite 210Fairfax, VA 22030
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$4,741,259

2019 Contributions

$27,566

Historical Graphs

Total Assets Over Time

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

$4,741,259$2,370,630$0199920132019YearValue
$4,741,259Latest year 2019

Participants Over Time

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

630199920092019YearValue
1Latest year 2019

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
201911$4,741,259$27,566$27,566iApproximate average salary by contribution assumption: employee only about $689,150 at 4% or $459,433 at 6%; with 50% employer match about $459,433 at 4% or $306,289 at 6%; with 100% employer match about $344,575 at 4% or $229,717 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-1$4,741,259$27,566$27,566iApproximate average salary by contribution assumption: employee only about $689,150 at 4% or $459,433 at 6%; with 50% employer match about $459,433 at 4% or $306,289 at 6%; with 100% employer match about $344,575 at 4% or $229,717 at 6%.
201812$4,620,149$20,041$10,021iApproximate average salary by contribution assumption: employee only about $250,513 at 4% or $167,008 at 6%; with 50% employer match about $167,008 at 4% or $111,339 at 6%; with 100% employer match about $125,256 at 4% or $83,504 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-2$4,620,149$20,041$10,021iApproximate average salary by contribution assumption: employee only about $250,513 at 4% or $167,008 at 6%; with 50% employer match about $167,008 at 4% or $111,339 at 6%; with 100% employer match about $125,256 at 4% or $83,504 at 6%.
201712$4,136,092$14,939$7,470iApproximate average salary by contribution assumption: employee only about $186,738 at 4% or $124,492 at 6%; with 50% employer match about $124,492 at 4% or $82,994 at 6%; with 100% employer match about $93,369 at 4% or $62,246 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-2$4,136,092$14,939$7,470iApproximate average salary by contribution assumption: employee only about $186,738 at 4% or $124,492 at 6%; with 50% employer match about $124,492 at 4% or $82,994 at 6%; with 100% employer match about $93,369 at 4% or $62,246 at 6%.
201613$4,200,016$15,612$5,204iApproximate average salary by contribution assumption: employee only about $130,100 at 4% or $86,733 at 6%; with 50% employer match about $86,733 at 4% or $57,822 at 6%; with 100% employer match about $65,050 at 4% or $43,367 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-3$4,200,016$15,612$5,204iApproximate average salary by contribution assumption: employee only about $130,100 at 4% or $86,733 at 6%; with 50% employer match about $86,733 at 4% or $57,822 at 6%; with 100% employer match about $65,050 at 4% or $43,367 at 6%.
201516$3,676,781$41,579$6,930iApproximate average salary by contribution assumption: employee only about $173,246 at 4% or $115,497 at 6%; with 50% employer match about $115,497 at 4% or $76,998 at 6%; with 100% employer match about $86,623 at 4% or $57,749 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-6$3,676,781$41,579$6,930iApproximate average salary by contribution assumption: employee only about $173,246 at 4% or $115,497 at 6%; with 50% employer match about $115,497 at 4% or $76,998 at 6%; with 100% employer match about $86,623 at 4% or $57,749 at 6%.
201415$3,491,186$44,638$8,928iApproximate average salary by contribution assumption: employee only about $223,190 at 4% or $148,793 at 6%; with 50% employer match about $148,793 at 4% or $99,196 at 6%; with 100% employer match about $111,595 at 4% or $74,397 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-5$3,491,186$44,638$8,928iApproximate average salary by contribution assumption: employee only about $223,190 at 4% or $148,793 at 6%; with 50% employer match about $148,793 at 4% or $99,196 at 6%; with 100% employer match about $111,595 at 4% or $74,397 at 6%.
201316$3,496,544$80,296$13,383iApproximate average salary by contribution assumption: employee only about $334,567 at 4% or $223,044 at 6%; with 50% employer match about $223,044 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-6$3,496,544$80,296$13,383iApproximate average salary by contribution assumption: employee only about $334,567 at 4% or $223,044 at 6%; with 50% employer match about $223,044 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%.
201216$3,205,824$80,709$13,452iApproximate average salary by contribution assumption: employee only about $336,288 at 4% or $224,192 at 6%; with 50% employer match about $224,192 at 4% or $149,461 at 6%; with 100% employer match about $168,144 at 4% or $112,096 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-6$3,205,824$80,709$13,452iApproximate average salary by contribution assumption: employee only about $336,288 at 4% or $224,192 at 6%; with 50% employer match about $224,192 at 4% or $149,461 at 6%; with 100% employer match about $168,144 at 4% or $112,096 at 6%.
201116$2,710,450$74,240$12,373iApproximate average salary by contribution assumption: employee only about $309,333 at 4% or $206,222 at 6%; with 50% employer match about $206,222 at 4% or $137,481 at 6%; with 100% employer match about $154,667 at 4% or $103,111 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-6$2,710,450$74,240$12,373iApproximate average salary by contribution assumption: employee only about $309,333 at 4% or $206,222 at 6%; with 50% employer match about $206,222 at 4% or $137,481 at 6%; with 100% employer match about $154,667 at 4% or $103,111 at 6%.
201016$2,350,176$73,333$12,222iApproximate average salary by contribution assumption: employee only about $305,554 at 4% or $203,703 at 6%; with 50% employer match about $203,703 at 4% or $135,802 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-6$2,350,176$73,333$12,222iApproximate average salary by contribution assumption: employee only about $305,554 at 4% or $203,703 at 6%; with 50% employer match about $203,703 at 4% or $135,802 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%.
200915$2,597,288$71,700$14,340iApproximate average salary by contribution assumption: employee only about $358,500 at 4% or $239,000 at 6%; with 50% employer match about $239,000 at 4% or $159,333 at 6%; with 100% employer match about $179,250 at 4% or $119,500 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-5$2,597,288$71,700$14,340iApproximate average salary by contribution assumption: employee only about $358,500 at 4% or $239,000 at 6%; with 50% employer match about $239,000 at 4% or $159,333 at 6%; with 100% employer match about $179,250 at 4% or $119,500 at 6%.
200815$0$0-
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-5---
200715$0$0-
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-5---
200615$2,528,406$71,654$14,331iApproximate average salary by contribution assumption: employee only about $358,270 at 4% or $238,847 at 6%; with 50% employer match about $238,847 at 4% or $159,231 at 6%; with 100% employer match about $179,135 at 4% or $119,423 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-5$2,528,406$71,654$14,331iApproximate average salary by contribution assumption: employee only about $358,270 at 4% or $238,847 at 6%; with 50% employer match about $238,847 at 4% or $159,231 at 6%; with 100% employer match about $179,135 at 4% or $119,423 at 6%.
200513$0$0-
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-3---
200413$2,068,448$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-3$2,068,448$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200314$0$0-
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-4---
200214$0$0-
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-4---
200124$0$0-
Kerry R. Lewis, M.D. Ltd. Money Purchase Pension Plan and Trust-0---
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-4---
200024$0$0-
Kerry R. Lewis, M.D. Ltd. Money Purchase Pension Plan and Trust-4---
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-4---
199924$1,526,408$49,814$12,454iApproximate average salary by contribution assumption: employee only about $311,338 at 4% or $207,558 at 6%; with 50% employer match about $207,558 at 4% or $138,372 at 6%; with 100% employer match about $155,669 at 4% or $103,779 at 6%.
Kerry R. Lewis, M.D. Ltd. Money Purchase Pension Plan and Trust-4$899,471$27,993$6,998iApproximate average salary by contribution assumption: employee only about $174,956 at 4% or $116,638 at 6%; with 50% employer match about $116,638 at 4% or $77,758 at 6%; with 100% employer match about $87,478 at 4% or $58,319 at 6%.
Kerry R. Lewis, M.D. Ltd. Profit Sharing Plan and Trust-4$626,937$21,821$5,455iApproximate average salary by contribution assumption: employee only about $136,381 at 4% or $90,921 at 6%; with 50% employer match about $90,921 at 4% or $60,614 at 6%; with 100% employer match about $68,191 at 4% or $45,460 at 6%.