Civic Intelligence

Dana V. Wallace, M.D., P.A.

Plan context: Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust

EIN 59-1934585 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

8

2008 Assets

$150,555

2008 Contributions

$31,057

Historical Graphs

Total Assets Over Time

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

$1,387,648$693,824$0199920042006YearValue
$150,555Latest year 2006

Participants Over Time

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

1680199920032007YearValue
8Latest year 2007

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
200810$0$0-
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-0---
200718$0$0-
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-8---
200619$150,555$31,057$3,451iApproximate average salary by contribution assumption: employee only about $86,269 at 4% or $57,513 at 6%; with 50% employer match about $57,513 at 4% or $38,342 at 6%; with 100% employer match about $43,135 at 4% or $28,756 at 6%.
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-9$150,555$31,057$3,451iApproximate average salary by contribution assumption: employee only about $86,269 at 4% or $57,513 at 6%; with 50% employer match about $57,513 at 4% or $38,342 at 6%; with 100% employer match about $43,135 at 4% or $28,756 at 6%.
2005111$111,367$24,197$2,200iApproximate average salary by contribution assumption: employee only about $54,993 at 4% or $36,662 at 6%; with 50% employer match about $36,662 at 4% or $24,441 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%.
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-11$111,367$24,197$2,200iApproximate average salary by contribution assumption: employee only about $54,993 at 4% or $36,662 at 6%; with 50% employer match about $36,662 at 4% or $24,441 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%.
200419$83,172$22,399$2,489iApproximate average salary by contribution assumption: employee only about $62,219 at 4% or $41,480 at 6%; with 50% employer match about $41,480 at 4% or $27,653 at 6%; with 100% employer match about $31,110 at 4% or $20,740 at 6%.
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-9$83,172$22,399$2,489iApproximate average salary by contribution assumption: employee only about $62,219 at 4% or $41,480 at 6%; with 50% employer match about $41,480 at 4% or $27,653 at 6%; with 100% employer match about $31,110 at 4% or $20,740 at 6%.
2003110$62,647$19,682$1,968iApproximate average salary by contribution assumption: employee only about $49,205 at 4% or $32,803 at 6%; with 50% employer match about $32,803 at 4% or $21,869 at 6%; with 100% employer match about $24,603 at 4% or $16,402 at 6%.
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-10$62,647$19,682$1,968iApproximate average salary by contribution assumption: employee only about $49,205 at 4% or $32,803 at 6%; with 50% employer match about $32,803 at 4% or $21,869 at 6%; with 100% employer match about $24,603 at 4% or $16,402 at 6%.
2002111$0$0-
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-11---
2001113$0$0-
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-13---
2000114$0$0-
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-14---
1999116$1,387,648$17,068$1,067iApproximate average salary by contribution assumption: employee only about $26,669 at 4% or $17,779 at 6%; with 50% employer match about $17,779 at 4% or $11,853 at 6%; with 100% employer match about $13,334 at 4% or $8,890 at 6%.
Dana V. Wallace, M.D., P.A. Profit Sharing Plan and Trust-16$1,387,648$17,068$1,067iApproximate average salary by contribution assumption: employee only about $26,669 at 4% or $17,779 at 6%; with 50% employer match about $17,779 at 4% or $11,853 at 6%; with 100% employer match about $13,334 at 4% or $8,890 at 6%.