Civic Intelligence

Jay E. Carpenter, M.D., P.A.

Plan context: Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust

EIN 59-2450232 • Clearwater, FL • 26 filings • 3 plans

612 Harbor IslandClearwater, FL 33767-1801
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,020,530

2024 Contributions

$4,000

Historical Graphs

Total Assets Over Time

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

$1,936,131$968,066$0199920142023YearValue
$1,020,530Latest year 2023

Participants Over Time

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

630199920112023YearValue
2Latest year 2023

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
202410$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-0$0--
202312$1,020,530$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-2$1,020,530--
202214$1,166,790$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,166,790--
202114$1,080,381$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,080,381--
202016$1,121,584$4,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-6$1,121,584$4,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
201915$1,081,859$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-5$1,081,859$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
201815$1,018,177$13,865$2,773iApproximate average salary by contribution assumption: employee only about $69,325 at 4% or $46,217 at 6%; with 50% employer match about $46,217 at 4% or $30,811 at 6%; with 100% employer match about $34,663 at 4% or $23,108 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-5$1,018,177$13,865$2,773iApproximate average salary by contribution assumption: employee only about $69,325 at 4% or $46,217 at 6%; with 50% employer match about $46,217 at 4% or $30,811 at 6%; with 100% employer match about $34,663 at 4% or $23,108 at 6%.
201715$970,234$34,108$6,822iApproximate average salary by contribution assumption: employee only about $170,540 at 4% or $113,693 at 6%; with 50% employer match about $113,693 at 4% or $75,796 at 6%; with 100% employer match about $85,270 at 4% or $56,847 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-5$970,234$34,108$6,822iApproximate average salary by contribution assumption: employee only about $170,540 at 4% or $113,693 at 6%; with 50% employer match about $113,693 at 4% or $75,796 at 6%; with 100% employer match about $85,270 at 4% or $56,847 at 6%.
201614$938,466$36,198$9,050iApproximate average salary by contribution assumption: employee only about $226,238 at 4% or $150,825 at 6%; with 50% employer match about $150,825 at 4% or $100,550 at 6%; with 100% employer match about $113,119 at 4% or $75,413 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$938,466$36,198$9,050iApproximate average salary by contribution assumption: employee only about $226,238 at 4% or $150,825 at 6%; with 50% employer match about $150,825 at 4% or $100,550 at 6%; with 100% employer match about $113,119 at 4% or $75,413 at 6%.
201515$901,175$26,741$5,348iApproximate average salary by contribution assumption: employee only about $133,705 at 4% or $89,137 at 6%; with 50% employer match about $89,137 at 4% or $59,424 at 6%; with 100% employer match about $66,853 at 4% or $44,568 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-5$901,175$26,741$5,348iApproximate average salary by contribution assumption: employee only about $133,705 at 4% or $89,137 at 6%; with 50% employer match about $89,137 at 4% or $59,424 at 6%; with 100% employer match about $66,853 at 4% or $44,568 at 6%.
201415$1,936,131$52,570$10,514iApproximate average salary by contribution assumption: employee only about $262,850 at 4% or $175,233 at 6%; with 50% employer match about $175,233 at 4% or $116,822 at 6%; with 100% employer match about $131,425 at 4% or $87,617 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-5$1,936,131$52,570$10,514iApproximate average salary by contribution assumption: employee only about $262,850 at 4% or $175,233 at 6%; with 50% employer match about $175,233 at 4% or $116,822 at 6%; with 100% employer match about $131,425 at 4% or $87,617 at 6%.
201316$1,868,833$50,972$8,495iApproximate average salary by contribution assumption: employee only about $212,383 at 4% or $141,589 at 6%; with 50% employer match about $141,589 at 4% or $94,393 at 6%; with 100% employer match about $106,192 at 4% or $70,794 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-6$1,868,833$50,972$8,495iApproximate average salary by contribution assumption: employee only about $212,383 at 4% or $141,589 at 6%; with 50% employer match about $141,589 at 4% or $94,393 at 6%; with 100% employer match about $106,192 at 4% or $70,794 at 6%.
201214$1,810,948$46,371$11,593iApproximate average salary by contribution assumption: employee only about $289,819 at 4% or $193,213 at 6%; with 50% employer match about $193,213 at 4% or $128,808 at 6%; with 100% employer match about $144,909 at 4% or $96,606 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,810,948$46,371$11,593iApproximate average salary by contribution assumption: employee only about $289,819 at 4% or $193,213 at 6%; with 50% employer match about $193,213 at 4% or $128,808 at 6%; with 100% employer match about $144,909 at 4% or $96,606 at 6%.
201114$1,860,638$63,193$15,798iApproximate average salary by contribution assumption: employee only about $394,956 at 4% or $263,304 at 6%; with 50% employer match about $263,304 at 4% or $175,536 at 6%; with 100% employer match about $197,478 at 4% or $131,652 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,860,638$63,193$15,798iApproximate average salary by contribution assumption: employee only about $394,956 at 4% or $263,304 at 6%; with 50% employer match about $263,304 at 4% or $175,536 at 6%; with 100% employer match about $197,478 at 4% or $131,652 at 6%.
201014$1,825,152$60,878$15,220iApproximate average salary by contribution assumption: employee only about $380,488 at 4% or $253,658 at 6%; with 50% employer match about $253,658 at 4% or $169,106 at 6%; with 100% employer match about $190,244 at 4% or $126,829 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,825,152$60,878$15,220iApproximate average salary by contribution assumption: employee only about $380,488 at 4% or $253,658 at 6%; with 50% employer match about $253,658 at 4% or $169,106 at 6%; with 100% employer match about $190,244 at 4% or $126,829 at 6%.
200914$1,755,438$49,698$12,425iApproximate average salary by contribution assumption: employee only about $310,613 at 4% or $207,075 at 6%; with 50% employer match about $207,075 at 4% or $138,050 at 6%; with 100% employer match about $155,306 at 4% or $103,538 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,755,438$49,698$12,425iApproximate average salary by contribution assumption: employee only about $310,613 at 4% or $207,075 at 6%; with 50% employer match about $207,075 at 4% or $138,050 at 6%; with 100% employer match about $155,306 at 4% or $103,538 at 6%.
200813$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-3---
200714$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4---
200614$1,514,405$34,360$8,590iApproximate average salary by contribution assumption: employee only about $214,750 at 4% or $143,167 at 6%; with 50% employer match about $143,167 at 4% or $95,444 at 6%; with 100% employer match about $107,375 at 4% or $71,583 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,514,405$34,360$8,590iApproximate average salary by contribution assumption: employee only about $214,750 at 4% or $143,167 at 6%; with 50% employer match about $143,167 at 4% or $95,444 at 6%; with 100% employer match about $107,375 at 4% or $71,583 at 6%.
200514$1,314,321$34,729$8,682iApproximate average salary by contribution assumption: employee only about $217,056 at 4% or $144,704 at 6%; with 50% employer match about $144,704 at 4% or $96,469 at 6%; with 100% employer match about $108,528 at 4% or $72,352 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,314,321$34,729$8,682iApproximate average salary by contribution assumption: employee only about $217,056 at 4% or $144,704 at 6%; with 50% employer match about $144,704 at 4% or $96,469 at 6%; with 100% employer match about $108,528 at 4% or $72,352 at 6%.
200414$1,208,948$35,861$8,965iApproximate average salary by contribution assumption: employee only about $224,131 at 4% or $149,421 at 6%; with 50% employer match about $149,421 at 4% or $99,614 at 6%; with 100% employer match about $112,066 at 4% or $74,710 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$1,208,948$35,861$8,965iApproximate average salary by contribution assumption: employee only about $224,131 at 4% or $149,421 at 6%; with 50% employer match about $149,421 at 4% or $99,614 at 6%; with 100% employer match about $112,066 at 4% or $74,710 at 6%.
200314$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4---
200214$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4---
200114$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4---
200014$0$0-
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4---
199914$964,654$25,963$6,491iApproximate average salary by contribution assumption: employee only about $162,269 at 4% or $108,179 at 6%; with 50% employer match about $108,179 at 4% or $72,119 at 6%; with 100% employer match about $81,134 at 4% or $54,090 at 6%.
Jay E. Carpenter, M.D., P.A. Profit Sharing Plan and Trust-4$964,654$25,963$6,491iApproximate average salary by contribution assumption: employee only about $162,269 at 4% or $108,179 at 6%; with 50% employer match about $108,179 at 4% or $72,119 at 6%; with 100% employer match about $81,134 at 4% or $54,090 at 6%.