Civic Intelligence

James J Caserio MD Pa

Plan context: James J Caserio MD Pa Profit Sharing Plan & Trust

EIN 56-1470423 • Hendersonville, NC • 21 filings • 3 plans

547 Justice StreetHendersonville, NC 28739
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,805,360

2019 Contributions

$35,000

Historical Graphs

Total Assets Over Time

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

$1,805,360$902,680$0199920112018YearValue
$1,805,360Latest year 2018

Participants Over Time

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

1370200020092018YearValue
4Latest year 2018

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
201910$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-0$0$0-
201814$1,805,360$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-4$1,805,360$0-
201715$1,677,909$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-5$1,677,909$0-
201615$1,560,463$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-5$1,560,463$0-
201515$1,518,450$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-5$1,518,450$0-
201417$1,450,101$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-7$1,450,101$0-
201317$1,491,190$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-7$1,491,190$0-
201217$1,300,978$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-7$1,300,978$0-
201119$1,223,361$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-9$1,223,361$0-
2010111$1,274,099$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-11$1,274,099$0-
2009111$1,105,649$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-11$1,105,649$0-
2008110$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-10---
2007112$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-12---
2006111$1,470,618$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-11$1,470,618--
2005113$1,294,065$35,000$2,692iApproximate average salary by contribution assumption: employee only about $67,308 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,915 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
James J Caserio MD Pa Profit Sharing Plan & Trust-13$1,294,065$35,000$2,692iApproximate average salary by contribution assumption: employee only about $67,308 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,915 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
2004112$1,179,236$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James J Caserio MD Pa Profit Sharing Plan & Trust-12$1,179,236$60,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2003113$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-13---
2002113$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-13---
2001111$0$0-
James J Caserio MD Pa Profit Sharing Plan & Trust-11---
2000111$1,023,365$62,364$5,669iApproximate average salary by contribution assumption: employee only about $141,736 at 4% or $94,491 at 6%; with 50% employer match about $94,491 at 4% or $62,994 at 6%; with 100% employer match about $70,868 at 4% or $47,245 at 6%.
James J Caserio MD Pa Profit Sharing Plan & Trust-11$1,023,365$62,364$5,669iApproximate average salary by contribution assumption: employee only about $141,736 at 4% or $94,491 at 6%; with 50% employer match about $94,491 at 4% or $62,994 at 6%; with 100% employer match about $70,868 at 4% or $47,245 at 6%.
199910$1,141,472$48,309-
James J Caserio MD Pa Profit Sharing Plan & Trust-0$1,141,472$48,309-