Civic Intelligence

WILLIAM E. ROUNDTREE, MD, PC

Plan context: Comprehensive Family Medicine Profit Sharing Plan

EIN 58-1871883 • 10 filings • 5 plans

Current Snapshot

Latest Year

2004

2004 Participants

7

2004 Assets

$535,907

2004 Contributions

$65,564

Historical Graphs

Total Assets Over Time

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

$535,907$267,954$0199920012004YearValue
$535,907Latest 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
7Latest 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
200417$535,907$0-
Comprehensive Family Medicine Profit Sharing Plan-7$535,907--
200317$489,020$0-
Comprehensive Family Medicine Profit Sharing Plan-7$489,020--
200227$0$0-
Comprehensive Family Medicine Profit Sharing Plan-7---
Comprehensive Family Medicine Money Purchase Plan-0---
200128$420,773$65,564$8,196iApproximate average salary by contribution assumption: employee only about $204,888 at 4% or $136,592 at 6%; with 50% employer match about $136,592 at 4% or $91,061 at 6%; with 100% employer match about $102,444 at 4% or $68,296 at 6%.
Comprehensive Family Medicine Profit Sharing Plan-8$306,651$48,373$6,047iApproximate average salary by contribution assumption: employee only about $151,166 at 4% or $100,777 at 6%; with 50% employer match about $100,777 at 4% or $67,185 at 6%; with 100% employer match about $75,583 at 4% or $50,389 at 6%.
Comprehensive Family Medicine Money Purchase Plan-8$114,122$17,191$2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,815 at 6%; with 50% employer match about $35,815 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%.
200028$367,648$53,229$6,654iApproximate average salary by contribution assumption: employee only about $166,341 at 4% or $110,894 at 6%; with 50% employer match about $110,894 at 4% or $73,929 at 6%; with 100% employer match about $83,170 at 4% or $55,447 at 6%.
Comprehensive Family Medicine Profit Sharing Plan-8$267,312$36,720$4,590iApproximate average salary by contribution assumption: employee only about $114,750 at 4% or $76,500 at 6%; with 50% employer match about $76,500 at 4% or $51,000 at 6%; with 100% employer match about $57,375 at 4% or $38,250 at 6%.
Comprehensive Family Medicine Money Purchase Plan-8$100,336$16,509$2,064iApproximate average salary by contribution assumption: employee only about $51,591 at 4% or $34,394 at 6%; with 50% employer match about $34,394 at 4% or $22,929 at 6%; with 100% employer match about $25,795 at 4% or $17,197 at 6%.
199926$313,432$42,176$7,029iApproximate average salary by contribution assumption: employee only about $175,733 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
Comprehensive Family Medicine Profit Sharing Plan-6$229,843$30,152$5,025iApproximate average salary by contribution assumption: employee only about $125,633 at 4% or $83,756 at 6%; with 50% employer match about $83,756 at 4% or $55,837 at 6%; with 100% employer match about $62,817 at 4% or $41,878 at 6%.
Comprehensive Family Medicine Money Purchase Plan-6$83,589$12,024$2,004iApproximate average salary by contribution assumption: employee only about $50,100 at 4% or $33,400 at 6%; with 50% employer match about $33,400 at 4% or $22,267 at 6%; with 100% employer match about $25,050 at 4% or $16,700 at 6%.