Civic Intelligence

Dr. James M. Rich, Jr., P.A.

Plan context: James M. Rich, Jr., P.A. Profit Sharing Plan and Trust

EIN 56-0958101 • Asheboro, NC • 27 filings • 6 plans

513 White Oak StreetAsheboro, NC 27203
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$2,229,398

2016 Contributions

$6,000

Historical Graphs

Total Assets Over Time

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

$4,483,146$2,241,573$0199920082015YearValue
$2,229,398Latest year 2015

Participants Over Time

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

950199920072015YearValue
8Latest year 2015

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
201610$0$0-
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-0$0--
201518$2,229,398$0-
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$2,229,398--
201418$2,367,953$6,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$2,367,953$6,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
201318$4,483,146$26,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$4,483,146$26,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
201218$3,697,521$12,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$3,697,521$12,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201118$3,368,194$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$3,368,194$10,000$1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%.
201018$3,360,383$28,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$3,360,383$28,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
200918$2,790,636$24,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$2,790,636$24,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200818$1,987,252$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$1,987,252$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200729$0$0-
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-0---
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-9---
200629$2,988,153$23,347$2,594iApproximate average salary by contribution assumption: employee only about $64,853 at 4% or $43,235 at 6%; with 50% employer match about $43,235 at 4% or $28,823 at 6%; with 100% employer match about $32,426 at 4% or $21,618 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-9$2,033,860$10,000$1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-9$954,293$13,347$1,483iApproximate average salary by contribution assumption: employee only about $37,075 at 4% or $24,717 at 6%; with 50% employer match about $24,717 at 4% or $16,478 at 6%; with 100% employer match about $18,538 at 4% or $12,358 at 6%.
200529$2,684,075$16,819$1,869iApproximate average salary by contribution assumption: employee only about $46,719 at 4% or $31,146 at 6%; with 50% employer match about $31,146 at 4% or $20,764 at 6%; with 100% employer match about $23,360 at 4% or $15,573 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-9$1,848,796$4,000$444iApproximate average salary by contribution assumption: employee only about $11,111 at 4% or $7,407 at 6%; with 50% employer match about $7,407 at 4% or $4,938 at 6%; with 100% employer match about $5,556 at 4% or $3,704 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-9$835,279$12,819$1,424iApproximate average salary by contribution assumption: employee only about $35,608 at 4% or $23,739 at 6%; with 50% employer match about $23,739 at 4% or $15,826 at 6%; with 100% employer match about $17,804 at 4% or $11,869 at 6%.
200428$2,357,142$23,999$3,000iApproximate average salary by contribution assumption: employee only about $74,997 at 4% or $49,998 at 6%; with 50% employer match about $49,998 at 4% or $33,332 at 6%; with 100% employer match about $37,498 at 4% or $24,999 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$1,619,607$12,137$1,517iApproximate average salary by contribution assumption: employee only about $37,928 at 4% or $25,285 at 6%; with 50% employer match about $25,285 at 4% or $16,857 at 6%; with 100% employer match about $18,964 at 4% or $12,643 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-8$737,535$11,862$1,483iApproximate average salary by contribution assumption: employee only about $37,069 at 4% or $24,713 at 6%; with 50% employer match about $24,713 at 4% or $16,475 at 6%; with 100% employer match about $18,534 at 4% or $12,356 at 6%.
200328$2,150,197$24,308$3,039iApproximate average salary by contribution assumption: employee only about $75,963 at 4% or $50,642 at 6%; with 50% employer match about $50,642 at 4% or $33,761 at 6%; with 100% employer match about $37,981 at 4% or $25,321 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$1,496,958$12,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-8$653,239$12,308$1,539iApproximate average salary by contribution assumption: employee only about $38,463 at 4% or $25,642 at 6%; with 50% employer match about $25,642 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
200228$1,544,855$22,597$2,825iApproximate average salary by contribution assumption: employee only about $70,616 at 4% or $47,077 at 6%; with 50% employer match about $47,077 at 4% or $31,385 at 6%; with 100% employer match about $35,308 at 4% or $23,539 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8$1,067,888$10,500$1,313iApproximate average salary by contribution assumption: employee only about $32,813 at 4% or $21,875 at 6%; with 50% employer match about $21,875 at 4% or $14,583 at 6%; with 100% employer match about $16,406 at 4% or $10,938 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-8$476,967$12,097$1,512iApproximate average salary by contribution assumption: employee only about $37,803 at 4% or $25,202 at 6%; with 50% employer match about $25,202 at 4% or $16,801 at 6%; with 100% employer match about $18,902 at 4% or $12,601 at 6%.
200128$0$0-
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-8---
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-8---
200029$1,845,303$44,633$4,959iApproximate average salary by contribution assumption: employee only about $123,981 at 4% or $82,654 at 6%; with 50% employer match about $82,654 at 4% or $55,102 at 6%; with 100% employer match about $61,990 at 4% or $41,327 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-9$1,317,527$33,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-9$527,776$11,633$1,293iApproximate average salary by contribution assumption: employee only about $32,314 at 4% or $21,543 at 6%; with 50% employer match about $21,543 at 4% or $14,362 at 6%; with 100% employer match about $16,157 at 4% or $10,771 at 6%.
199929$1,801,264$37,000$4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%.
James M. Rich, Jr., P.A. Profit Sharing Plan and Trust-9$1,283,122$25,588$2,843iApproximate average salary by contribution assumption: employee only about $71,078 at 4% or $47,385 at 6%; with 50% employer match about $47,385 at 4% or $31,590 at 6%; with 100% employer match about $35,539 at 4% or $23,693 at 6%.
James M. Rich, Jr., P.A. Money Purchase Pension Plan and Trust-9$518,142$11,412$1,268iApproximate average salary by contribution assumption: employee only about $31,700 at 4% or $21,133 at 6%; with 50% employer match about $21,133 at 4% or $14,089 at 6%; with 100% employer match about $15,850 at 4% or $10,567 at 6%.