Civic Intelligence

Robert M Case

Plan context: Robert M Case Dpm Profit Sharing Plan & Trust

EIN 59-1912801 • Port Charlotte, FL • 24 filings • 8 plans

2866C Tamiami TrailPort Charlotte, FL 33952
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,588,079

2018 Contributions

$3,725

Historical Graphs

Total Assets Over Time

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

$1,718,506$859,253$0199920092018YearValue
$1,588,079Latest year 2018

Participants Over Time

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

210199920092018YearValue
1Latest 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
201811$1,588,079$3,725$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-1$1,588,079$3,725$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
201711$1,718,506$8,889$8,889iApproximate average salary by contribution assumption: employee only about $222,225 at 4% or $148,150 at 6%; with 50% employer match about $148,150 at 4% or $98,767 at 6%; with 100% employer match about $111,113 at 4% or $74,075 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-1$1,718,506$8,889$8,889iApproximate average salary by contribution assumption: employee only about $222,225 at 4% or $148,150 at 6%; with 50% employer match about $148,150 at 4% or $98,767 at 6%; with 100% employer match about $111,113 at 4% or $74,075 at 6%.
201611$1,642,277$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-1$1,642,277$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201512$1,525,183$20,275$10,138iApproximate average salary by contribution assumption: employee only about $253,438 at 4% or $168,958 at 6%; with 50% employer match about $168,958 at 4% or $112,639 at 6%; with 100% employer match about $126,719 at 4% or $84,479 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,525,183$20,275$10,138iApproximate average salary by contribution assumption: employee only about $253,438 at 4% or $168,958 at 6%; with 50% employer match about $168,958 at 4% or $112,639 at 6%; with 100% employer match about $126,719 at 4% or $84,479 at 6%.
201412$1,595,068$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,595,068$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201312$1,616,496$12,343$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,616,496$12,343$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
201212$1,496,581$8,393$4,197iApproximate average salary by contribution assumption: employee only about $104,913 at 4% or $69,942 at 6%; with 50% employer match about $69,942 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,496,581$8,393$4,197iApproximate average salary by contribution assumption: employee only about $104,913 at 4% or $69,942 at 6%; with 50% employer match about $69,942 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
201112$1,412,947$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,412,947$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201012$1,446,321$15,477$7,739iApproximate average salary by contribution assumption: employee only about $193,463 at 4% or $128,975 at 6%; with 50% employer match about $128,975 at 4% or $85,983 at 6%; with 100% employer match about $96,731 at 4% or $64,488 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,446,321$15,477$7,739iApproximate average salary by contribution assumption: employee only about $193,463 at 4% or $128,975 at 6%; with 50% employer match about $128,975 at 4% or $85,983 at 6%; with 100% employer match about $96,731 at 4% or $64,488 at 6%.
200912$1,413,840$23,905$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,413,840$23,905$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
200812$1,171,168$23,069$11,535iApproximate average salary by contribution assumption: employee only about $288,363 at 4% or $192,242 at 6%; with 50% employer match about $192,242 at 4% or $128,161 at 6%; with 100% employer match about $144,181 at 4% or $96,121 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,171,168$23,069$11,535iApproximate average salary by contribution assumption: employee only about $288,363 at 4% or $192,242 at 6%; with 50% employer match about $192,242 at 4% or $128,161 at 6%; with 100% employer match about $144,181 at 4% or $96,121 at 6%.
200712$0$0-
Robert M Case Dpm Profit Sharing Plan & Trust-2---
200612$1,275,286$27,466$13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,275,286$27,466$13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
200512$1,009,179$31,436$15,718iApproximate average salary by contribution assumption: employee only about $392,950 at 4% or $261,967 at 6%; with 50% employer match about $261,967 at 4% or $174,644 at 6%; with 100% employer match about $196,475 at 4% or $130,983 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$1,009,179$31,436$15,718iApproximate average salary by contribution assumption: employee only about $392,950 at 4% or $261,967 at 6%; with 50% employer match about $261,967 at 4% or $174,644 at 6%; with 100% employer match about $196,475 at 4% or $130,983 at 6%.
200412$939,952$33,081$16,541iApproximate average salary by contribution assumption: employee only about $413,513 at 4% or $275,675 at 6%; with 50% employer match about $275,675 at 4% or $183,783 at 6%; with 100% employer match about $206,756 at 4% or $137,838 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$939,952$33,081$16,541iApproximate average salary by contribution assumption: employee only about $413,513 at 4% or $275,675 at 6%; with 50% employer match about $275,675 at 4% or $183,783 at 6%; with 100% employer match about $206,756 at 4% or $137,838 at 6%.
200312$805,085$34,605$17,303iApproximate average salary by contribution assumption: employee only about $432,563 at 4% or $288,375 at 6%; with 50% employer match about $288,375 at 4% or $192,250 at 6%; with 100% employer match about $216,281 at 4% or $144,188 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$805,085$34,605$17,303iApproximate average salary by contribution assumption: employee only about $432,563 at 4% or $288,375 at 6%; with 50% employer match about $288,375 at 4% or $192,250 at 6%; with 100% employer match about $216,281 at 4% or $144,188 at 6%.
200232$603,141$34,727$17,364iApproximate average salary by contribution assumption: employee only about $434,088 at 4% or $289,392 at 6%; with 50% employer match about $289,392 at 4% or $192,928 at 6%; with 100% employer match about $217,044 at 4% or $144,696 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$603,141$34,727$17,364iApproximate average salary by contribution assumption: employee only about $434,088 at 4% or $289,392 at 6%; with 50% employer match about $289,392 at 4% or $192,928 at 6%; with 100% employer match about $217,044 at 4% or $144,696 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2---
Robert M Case Dpm Profit Sharing Plan & Trust-2---
200120$690,752$16,886-
Robert M Case Dpm Profit Sharing Plan & Trust-0$690,752$16,886-
Robert M Case Dpm Profit Sharing Plan & Trust-0---
200022$750,453$16,943$8,472iApproximate average salary by contribution assumption: employee only about $211,788 at 4% or $141,192 at 6%; with 50% employer match about $141,192 at 4% or $94,128 at 6%; with 100% employer match about $105,894 at 4% or $70,596 at 6%.
ROBERT M CASE DPM PROFIT SHARING PLAN & TRUST-2$750,453$16,943$8,472iApproximate average salary by contribution assumption: employee only about $211,788 at 4% or $141,192 at 6%; with 50% employer match about $141,192 at 4% or $94,128 at 6%; with 100% employer match about $105,894 at 4% or $70,596 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2---
199912$671,299$16,290$8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%.
Robert M Case Dpm Profit Sharing Plan & Trust-2$671,299$16,290$8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%.