Civic Intelligence

James G. Wallace, M.D., P.A.

Plan context: James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust

EIN 57-0763431 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

8

2005 Assets

$2,980,138

2005 Contributions

$16,726

Historical Graphs

Total Assets Over Time

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

$2,980,138$1,490,069$0199920022004YearValue
$2,980,138Latest year 2004

Participants Over Time

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

840199920022004YearValue
8Latest year 2004

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
200510$0$16,726-
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-0-$16,726-
200418$2,980,138$61,893$7,737iApproximate average salary by contribution assumption: employee only about $193,416 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-8$2,980,138$61,893$7,737iApproximate average salary by contribution assumption: employee only about $193,416 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.
200316$2,706,162$54,400$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-6$2,706,162$54,400$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
200216$2,003,851$28,001$4,667iApproximate average salary by contribution assumption: employee only about $116,671 at 4% or $77,781 at 6%; with 50% employer match about $77,781 at 4% or $51,854 at 6%; with 100% employer match about $58,335 at 4% or $38,890 at 6%.
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-6$2,003,851$28,001$4,667iApproximate average salary by contribution assumption: employee only about $116,671 at 4% or $77,781 at 6%; with 50% employer match about $77,781 at 4% or $51,854 at 6%; with 100% employer match about $58,335 at 4% or $38,890 at 6%.
200117$0$0-
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-7---
200017$2,327,293$41,143$5,878iApproximate average salary by contribution assumption: employee only about $146,939 at 4% or $97,960 at 6%; with 50% employer match about $97,960 at 4% or $65,306 at 6%; with 100% employer match about $73,470 at 4% or $48,980 at 6%.
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-7$2,327,293$41,143$5,878iApproximate average salary by contribution assumption: employee only about $146,939 at 4% or $97,960 at 6%; with 50% employer match about $97,960 at 4% or $65,306 at 6%; with 100% employer match about $73,470 at 4% or $48,980 at 6%.
199918$2,265,858$40,339$5,042iApproximate average salary by contribution assumption: employee only about $126,059 at 4% or $84,040 at 6%; with 50% employer match about $84,040 at 4% or $56,026 at 6%; with 100% employer match about $63,030 at 4% or $42,020 at 6%.
James G. Wallace, M.D., P.A. Profit Sharing Plan and Trust-8$2,265,858$40,339$5,042iApproximate average salary by contribution assumption: employee only about $126,059 at 4% or $84,040 at 6%; with 50% employer match about $84,040 at 4% or $56,026 at 6%; with 100% employer match about $63,030 at 4% or $42,020 at 6%.