Civic Intelligence

James David Branch

Plan context: James D. Branch, M.D. Profit Sharing Plan

EIN 56-1175195 • Winston-salem, NC • 27 filings • 6 plans

224 Town Run LaneWinston-salem, NC 27101
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$751,271

2024 Contributions

$167,467

Historical Graphs

Total Assets Over Time

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

$3,879,134$1,939,567$0199920132024YearValue
$751,271Latest year 2024

Participants Over Time

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

1580199920122024YearValue
10Latest year 2024

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
2024110$751,271$167,467$16,747iApproximate average salary by contribution assumption: employee only about $418,668 at 4% or $279,112 at 6%; with 50% employer match about $279,112 at 4% or $186,074 at 6%; with 100% employer match about $209,334 at 4% or $139,556 at 6%.
James D. Branch, M.D. Profit Sharing Plan-10$751,271$167,467$16,747iApproximate average salary by contribution assumption: employee only about $418,668 at 4% or $279,112 at 6%; with 50% employer match about $279,112 at 4% or $186,074 at 6%; with 100% employer match about $209,334 at 4% or $139,556 at 6%.
2023115$666,851$170,571$11,371iApproximate average salary by contribution assumption: employee only about $284,285 at 4% or $189,523 at 6%; with 50% employer match about $189,523 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
James D. Branch, M.D. Profit Sharing Plan-15$666,851$170,571$11,371iApproximate average salary by contribution assumption: employee only about $284,285 at 4% or $189,523 at 6%; with 50% employer match about $189,523 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
2022114$541,366$212,880$15,206iApproximate average salary by contribution assumption: employee only about $380,143 at 4% or $253,429 at 6%; with 50% employer match about $253,429 at 4% or $168,952 at 6%; with 100% employer match about $190,071 at 4% or $126,714 at 6%.
James D. Branch, M.D. Profit Sharing Plan-14$541,366$212,880$15,206iApproximate average salary by contribution assumption: employee only about $380,143 at 4% or $253,429 at 6%; with 50% employer match about $253,429 at 4% or $168,952 at 6%; with 100% employer match about $190,071 at 4% or $126,714 at 6%.
202110$509,521$138,429-
James D. Branch, M.D. Profit Sharing Plan-0$509,521$138,429-
2020113$458,904$155,258$11,943iApproximate average salary by contribution assumption: employee only about $298,573 at 4% or $199,049 at 6%; with 50% employer match about $199,049 at 4% or $132,699 at 6%; with 100% employer match about $149,287 at 4% or $99,524 at 6%.
James D. Branch, M.D. Profit Sharing Plan-13$458,904$155,258$11,943iApproximate average salary by contribution assumption: employee only about $298,573 at 4% or $199,049 at 6%; with 50% employer match about $199,049 at 4% or $132,699 at 6%; with 100% employer match about $149,287 at 4% or $99,524 at 6%.
2019114$597,142$85,633$6,117iApproximate average salary by contribution assumption: employee only about $152,916 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
James D. Branch, M.D. Profit Sharing Plan-14$597,142$85,633$6,117iApproximate average salary by contribution assumption: employee only about $152,916 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
2018114$897,426$146,695$10,478iApproximate average salary by contribution assumption: employee only about $261,955 at 4% or $174,637 at 6%; with 50% employer match about $174,637 at 4% or $116,425 at 6%; with 100% employer match about $130,978 at 4% or $87,318 at 6%.
James D. Branch, M.D. Profit Sharing Plan-14$897,426$146,695$10,478iApproximate average salary by contribution assumption: employee only about $261,955 at 4% or $174,637 at 6%; with 50% employer match about $174,637 at 4% or $116,425 at 6%; with 100% employer match about $130,978 at 4% or $87,318 at 6%.
201719$800,037$126,975$14,108iApproximate average salary by contribution assumption: employee only about $352,708 at 4% or $235,139 at 6%; with 50% employer match about $235,139 at 4% or $156,759 at 6%; with 100% employer match about $176,354 at 4% or $117,569 at 6%.
James D. Branch, M.D. Profit Sharing Plan-9$800,037$126,975$14,108iApproximate average salary by contribution assumption: employee only about $352,708 at 4% or $235,139 at 6%; with 50% employer match about $235,139 at 4% or $156,759 at 6%; with 100% employer match about $176,354 at 4% or $117,569 at 6%.
201619$845,290$116,460$12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%.
James D. Branch, M.D. Profit Sharing Plan-9$845,290$116,460$12,940iApproximate average salary by contribution assumption: employee only about $323,500 at 4% or $215,667 at 6%; with 50% employer match about $215,667 at 4% or $143,778 at 6%; with 100% employer match about $161,750 at 4% or $107,833 at 6%.
2015113$3,879,134$119,241$9,172iApproximate average salary by contribution assumption: employee only about $229,310 at 4% or $152,873 at 6%; with 50% employer match about $152,873 at 4% or $101,915 at 6%; with 100% employer match about $114,655 at 4% or $76,437 at 6%.
James D. Branch, M.D. Profit Sharing Plan-13$3,879,134$119,241$9,172iApproximate average salary by contribution assumption: employee only about $229,310 at 4% or $152,873 at 6%; with 50% employer match about $152,873 at 4% or $101,915 at 6%; with 100% employer match about $114,655 at 4% or $76,437 at 6%.
2014113$3,782,968$116,829$8,987iApproximate average salary by contribution assumption: employee only about $224,671 at 4% or $149,781 at 6%; with 50% employer match about $149,781 at 4% or $99,854 at 6%; with 100% employer match about $112,336 at 4% or $74,890 at 6%.
James D. Branch, M.D. Profit Sharing Plan-13$3,782,968$116,829$8,987iApproximate average salary by contribution assumption: employee only about $224,671 at 4% or $149,781 at 6%; with 50% employer match about $149,781 at 4% or $99,854 at 6%; with 100% employer match about $112,336 at 4% or $74,890 at 6%.
2013112$3,445,889$110,972$9,248iApproximate average salary by contribution assumption: employee only about $231,192 at 4% or $154,128 at 6%; with 50% employer match about $154,128 at 4% or $102,752 at 6%; with 100% employer match about $115,596 at 4% or $77,064 at 6%.
James D. Branch, M.D. Profit Sharing Plan-12$3,445,889$110,972$9,248iApproximate average salary by contribution assumption: employee only about $231,192 at 4% or $154,128 at 6%; with 50% employer match about $154,128 at 4% or $102,752 at 6%; with 100% employer match about $115,596 at 4% or $77,064 at 6%.
2012111$3,007,223$109,994$9,999iApproximate average salary by contribution assumption: employee only about $249,986 at 4% or $166,658 at 6%; with 50% employer match about $166,658 at 4% or $111,105 at 6%; with 100% employer match about $124,993 at 4% or $83,329 at 6%.
James D. Branch, M.D. Profit Sharing Plan-11$3,007,223$109,994$9,999iApproximate average salary by contribution assumption: employee only about $249,986 at 4% or $166,658 at 6%; with 50% employer match about $166,658 at 4% or $111,105 at 6%; with 100% employer match about $124,993 at 4% or $83,329 at 6%.
2011110$2,606,762$106,627$10,663iApproximate average salary by contribution assumption: employee only about $266,568 at 4% or $177,712 at 6%; with 50% employer match about $177,712 at 4% or $118,474 at 6%; with 100% employer match about $133,284 at 4% or $88,856 at 6%.
James D. Branch, M.D. Profit Sharing Plan-10$2,606,762$106,627$10,663iApproximate average salary by contribution assumption: employee only about $266,568 at 4% or $177,712 at 6%; with 50% employer match about $177,712 at 4% or $118,474 at 6%; with 100% employer match about $133,284 at 4% or $88,856 at 6%.
2010110$2,540,317$108,584$10,858iApproximate average salary by contribution assumption: employee only about $271,460 at 4% or $180,973 at 6%; with 50% employer match about $180,973 at 4% or $120,649 at 6%; with 100% employer match about $135,730 at 4% or $90,487 at 6%.
James D. Branch, M.D. Profit Sharing Plan-10$2,540,317$108,584$10,858iApproximate average salary by contribution assumption: employee only about $271,460 at 4% or $180,973 at 6%; with 50% employer match about $180,973 at 4% or $120,649 at 6%; with 100% employer match about $135,730 at 4% or $90,487 at 6%.
2009110$2,214,270$105,997$10,600iApproximate average salary by contribution assumption: employee only about $264,993 at 4% or $176,662 at 6%; with 50% employer match about $176,662 at 4% or $117,774 at 6%; with 100% employer match about $132,496 at 4% or $88,331 at 6%.
James D. Branch, M.D. Profit Sharing Plan-10$2,214,270$105,997$10,600iApproximate average salary by contribution assumption: employee only about $264,993 at 4% or $176,662 at 6%; with 50% employer match about $176,662 at 4% or $117,774 at 6%; with 100% employer match about $132,496 at 4% or $88,331 at 6%.
200817$1,767,145$98,643$14,092iApproximate average salary by contribution assumption: employee only about $352,296 at 4% or $234,864 at 6%; with 50% employer match about $234,864 at 4% or $156,576 at 6%; with 100% employer match about $176,148 at 4% or $117,432 at 6%.
James D. Branch, M.D. Profit Sharing Plan-7$1,767,145$98,643$14,092iApproximate average salary by contribution assumption: employee only about $352,296 at 4% or $234,864 at 6%; with 50% employer match about $234,864 at 4% or $156,576 at 6%; with 100% employer match about $176,148 at 4% or $117,432 at 6%.
200718$0$0-
James D. Branch, M.D. Profit Sharing Plan-8---
200619$2,063,655$96,026$10,670iApproximate average salary by contribution assumption: employee only about $266,739 at 4% or $177,826 at 6%; with 50% employer match about $177,826 at 4% or $118,551 at 6%; with 100% employer match about $133,369 at 4% or $88,913 at 6%.
James D. Branch, M.D. Profit Sharing Plan-9$2,063,655$96,026$10,670iApproximate average salary by contribution assumption: employee only about $266,739 at 4% or $177,826 at 6%; with 50% employer match about $177,826 at 4% or $118,551 at 6%; with 100% employer match about $133,369 at 4% or $88,913 at 6%.
200519$1,718,706$96,991$10,777iApproximate average salary by contribution assumption: employee only about $269,419 at 4% or $179,613 at 6%; with 50% employer match about $179,613 at 4% or $119,742 at 6%; with 100% employer match about $134,710 at 4% or $89,806 at 6%.
James D. Branch, M.D. Profit Sharing Plan-9$1,718,706$96,991$10,777iApproximate average salary by contribution assumption: employee only about $269,419 at 4% or $179,613 at 6%; with 50% employer match about $179,613 at 4% or $119,742 at 6%; with 100% employer match about $134,710 at 4% or $89,806 at 6%.
200418$1,509,997$91,262$11,408iApproximate average salary by contribution assumption: employee only about $285,194 at 4% or $190,129 at 6%; with 50% employer match about $190,129 at 4% or $126,753 at 6%; with 100% employer match about $142,597 at 4% or $95,065 at 6%.
James D. Branch, M.D. Profit Sharing Plan-8$1,509,997$91,262$11,408iApproximate average salary by contribution assumption: employee only about $285,194 at 4% or $190,129 at 6%; with 50% employer match about $190,129 at 4% or $126,753 at 6%; with 100% employer match about $142,597 at 4% or $95,065 at 6%.
200316$1,277,255$73,502$12,250iApproximate average salary by contribution assumption: employee only about $306,258 at 4% or $204,172 at 6%; with 50% employer match about $204,172 at 4% or $136,115 at 6%; with 100% employer match about $153,129 at 4% or $102,086 at 6%.
James D. Branch, M.D. Profit Sharing Plan-6$1,277,255$73,502$12,250iApproximate average salary by contribution assumption: employee only about $306,258 at 4% or $204,172 at 6%; with 50% employer match about $204,172 at 4% or $136,115 at 6%; with 100% employer match about $153,129 at 4% or $102,086 at 6%.
200226$965,748$74,219$12,370iApproximate average salary by contribution assumption: employee only about $309,246 at 4% or $206,164 at 6%; with 50% employer match about $206,164 at 4% or $137,443 at 6%; with 100% employer match about $154,623 at 4% or $103,082 at 6%.
James D. Branch, M.D. Profit Sharing Plan-6$965,748$74,219$12,370iApproximate average salary by contribution assumption: employee only about $309,246 at 4% or $206,164 at 6%; with 50% employer match about $206,164 at 4% or $137,443 at 6%; with 100% employer match about $154,623 at 4% or $103,082 at 6%.
James David Branch Pension Plan-0---
200125$1,020,066$52,082$10,416iApproximate average salary by contribution assumption: employee only about $260,410 at 4% or $173,607 at 6%; with 50% employer match about $173,607 at 4% or $115,738 at 6%; with 100% employer match about $130,205 at 4% or $86,803 at 6%.
James D. Branch, M.D. Profit Sharing Plan-5$536,742$41,386$8,277iApproximate average salary by contribution assumption: employee only about $206,930 at 4% or $137,953 at 6%; with 50% employer match about $137,953 at 4% or $91,969 at 6%; with 100% employer match about $103,465 at 4% or $68,977 at 6%.
James David Branch Pension Plan-5$483,324$10,696$2,139iApproximate average salary by contribution assumption: employee only about $53,480 at 4% or $35,653 at 6%; with 50% employer match about $35,653 at 4% or $23,769 at 6%; with 100% employer match about $26,740 at 4% or $17,827 at 6%.
199915$441,718$38,623$7,725iApproximate average salary by contribution assumption: employee only about $193,115 at 4% or $128,743 at 6%; with 50% employer match about $128,743 at 4% or $85,829 at 6%; with 100% employer match about $96,558 at 4% or $64,372 at 6%.
James David Branch Pension Plan-5$441,718$38,623$7,725iApproximate average salary by contribution assumption: employee only about $193,115 at 4% or $128,743 at 6%; with 50% employer match about $128,743 at 4% or $85,829 at 6%; with 100% employer match about $96,558 at 4% or $64,372 at 6%.