Civic Intelligence

Susan H. Weinkle, MD

Plan context: SUSAN H. WEINKLE, MD CASH BALANCE PLAN

EIN 59-2460141 • Bradenton, FL • 32 filings • 5 plans

5601 21st Avenue W, Suite BBradenton, FL 34209
Current Snapshot

Latest Year

2022

2022 Participants

11

2022 Assets

$2,294,806

2022 Contributions

$274,882

Historical Graphs

Total Assets Over Time

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

$7,534,364$3,767,182$0200020112022YearValue
$2,294,806Latest year 2022

Participants Over Time

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

1160200020112022YearValue
11Latest year 2022

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
2022111$2,294,806$0-
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-11$2,294,806--
2021210$7,534,364$274,882$27,488iApproximate average salary by contribution assumption: employee only about $687,205 at 4% or $458,137 at 6%; with 50% employer match about $458,137 at 4% or $305,424 at 6%; with 100% employer match about $343,603 at 4% or $229,068 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$4,954,942$74,882$7,488iApproximate average salary by contribution assumption: employee only about $187,205 at 4% or $124,803 at 6%; with 50% employer match about $124,803 at 4% or $83,202 at 6%; with 100% employer match about $93,603 at 4% or $62,402 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-10$2,579,422$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2020210$6,726,598$274,442$27,444iApproximate average salary by contribution assumption: employee only about $686,105 at 4% or $457,403 at 6%; with 50% employer match about $457,403 at 4% or $304,936 at 6%; with 100% employer match about $343,053 at 4% or $228,702 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$4,527,878$74,442$7,444iApproximate average salary by contribution assumption: employee only about $186,105 at 4% or $124,070 at 6%; with 50% employer match about $124,070 at 4% or $82,713 at 6%; with 100% employer match about $93,053 at 4% or $62,035 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-10$2,198,720$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2019210$5,897,491$314,809$31,481iApproximate average salary by contribution assumption: employee only about $787,023 at 4% or $524,682 at 6%; with 50% employer match about $524,682 at 4% or $349,788 at 6%; with 100% employer match about $393,511 at 4% or $262,341 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$4,093,876$89,809$8,981iApproximate average salary by contribution assumption: employee only about $224,523 at 4% or $149,682 at 6%; with 50% employer match about $149,682 at 4% or $99,788 at 6%; with 100% employer match about $112,261 at 4% or $74,841 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-9$1,803,615$225,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201829$4,719,814$390,150$43,350iApproximate average salary by contribution assumption: employee only about $1,083,750 at 4% or $722,500 at 6%; with 50% employer match about $722,500 at 4% or $481,667 at 6%; with 100% employer match about $541,875 at 4% or $361,250 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$3,384,073$88,622$9,847iApproximate average salary by contribution assumption: employee only about $246,172 at 4% or $164,115 at 6%; with 50% employer match about $164,115 at 4% or $109,410 at 6%; with 100% employer match about $123,086 at 4% or $82,057 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-9$1,335,741$301,528$33,503iApproximate average salary by contribution assumption: employee only about $837,578 at 4% or $558,385 at 6%; with 50% employer match about $558,385 at 4% or $372,257 at 6%; with 100% employer match about $418,789 at 4% or $279,193 at 6%.
2017210$4,610,218$333,116$33,312iApproximate average salary by contribution assumption: employee only about $832,790 at 4% or $555,193 at 6%; with 50% employer match about $555,193 at 4% or $370,129 at 6%; with 100% employer match about $416,395 at 4% or $277,597 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$3,516,270$83,116$9,235iApproximate average salary by contribution assumption: employee only about $230,878 at 4% or $153,919 at 6%; with 50% employer match about $153,919 at 4% or $102,612 at 6%; with 100% employer match about $115,439 at 4% or $76,959 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-10$1,093,948$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2016210$3,909,095$276,990$27,699iApproximate average salary by contribution assumption: employee only about $692,475 at 4% or $461,650 at 6%; with 50% employer match about $461,650 at 4% or $307,767 at 6%; with 100% employer match about $346,238 at 4% or $230,825 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$3,117,946$76,990$7,699iApproximate average salary by contribution assumption: employee only about $192,475 at 4% or $128,317 at 6%; with 50% employer match about $128,317 at 4% or $85,544 at 6%; with 100% employer match about $96,238 at 4% or $64,158 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-10$791,149$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201529$3,458,936$269,382$29,931iApproximate average salary by contribution assumption: employee only about $748,283 at 4% or $498,856 at 6%; with 50% employer match about $498,856 at 4% or $332,570 at 6%; with 100% employer match about $374,142 at 4% or $249,428 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$2,884,824$74,382$8,265iApproximate average salary by contribution assumption: employee only about $206,617 at 4% or $137,744 at 6%; with 50% employer match about $137,744 at 4% or $91,830 at 6%; with 100% employer match about $103,308 at 4% or $68,872 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-9$574,112$195,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201429$3,305,490$259,293$28,810iApproximate average salary by contribution assumption: employee only about $720,258 at 4% or $480,172 at 6%; with 50% employer match about $480,172 at 4% or $320,115 at 6%; with 100% employer match about $360,129 at 4% or $240,086 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$2,930,465$73,374$8,153iApproximate average salary by contribution assumption: employee only about $203,817 at 4% or $135,878 at 6%; with 50% employer match about $135,878 at 4% or $90,585 at 6%; with 100% employer match about $101,908 at 4% or $67,939 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-8$375,025$185,919$23,240iApproximate average salary by contribution assumption: employee only about $580,997 at 4% or $387,331 at 6%; with 50% employer match about $387,331 at 4% or $258,221 at 6%; with 100% employer match about $290,498 at 4% or $193,666 at 6%.
201329$2,910,508$239,875$26,653iApproximate average salary by contribution assumption: employee only about $666,319 at 4% or $444,213 at 6%; with 50% employer match about $444,213 at 4% or $296,142 at 6%; with 100% employer match about $333,160 at 4% or $222,106 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$2,731,370$60,756$6,751iApproximate average salary by contribution assumption: employee only about $168,767 at 4% or $112,511 at 6%; with 50% employer match about $112,511 at 4% or $75,007 at 6%; with 100% employer match about $84,383 at 4% or $56,256 at 6%.
SUSAN H. WEINKLE, MD CASH BALANCE PLAN-8$179,138$179,119$22,390iApproximate average salary by contribution assumption: employee only about $559,747 at 4% or $373,165 at 6%; with 50% employer match about $373,165 at 4% or $248,776 at 6%; with 100% employer match about $279,873 at 4% or $186,582 at 6%.
201219$2,309,706$79,955$8,884iApproximate average salary by contribution assumption: employee only about $222,097 at 4% or $148,065 at 6%; with 50% employer match about $148,065 at 4% or $98,710 at 6%; with 100% employer match about $111,049 at 4% or $74,032 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$2,309,706$79,955$8,884iApproximate average salary by contribution assumption: employee only about $222,097 at 4% or $148,065 at 6%; with 50% employer match about $148,065 at 4% or $98,710 at 6%; with 100% employer match about $111,049 at 4% or $74,032 at 6%.
2011111$1,989,835$82,223$7,475iApproximate average salary by contribution assumption: employee only about $186,870 at 4% or $124,580 at 6%; with 50% employer match about $124,580 at 4% or $83,054 at 6%; with 100% employer match about $93,435 at 4% or $62,290 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-11$1,989,835$82,223$7,475iApproximate average salary by contribution assumption: employee only about $186,870 at 4% or $124,580 at 6%; with 50% employer match about $124,580 at 4% or $83,054 at 6%; with 100% employer match about $93,435 at 4% or $62,290 at 6%.
2010111$1,971,695$79,274$7,207iApproximate average salary by contribution assumption: employee only about $180,168 at 4% or $120,112 at 6%; with 50% employer match about $120,112 at 4% or $80,075 at 6%; with 100% employer match about $90,084 at 4% or $60,056 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-11$1,971,695$79,274$7,207iApproximate average salary by contribution assumption: employee only about $180,168 at 4% or $120,112 at 6%; with 50% employer match about $120,112 at 4% or $80,075 at 6%; with 100% employer match about $90,084 at 4% or $60,056 at 6%.
2009110$1,682,957$78,406$7,841iApproximate average salary by contribution assumption: employee only about $196,015 at 4% or $130,677 at 6%; with 50% employer match about $130,677 at 4% or $87,118 at 6%; with 100% employer match about $98,008 at 4% or $65,338 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$1,682,957$78,406$7,841iApproximate average salary by contribution assumption: employee only about $196,015 at 4% or $130,677 at 6%; with 50% employer match about $130,677 at 4% or $87,118 at 6%; with 100% employer match about $98,008 at 4% or $65,338 at 6%.
200819$1,258,578$66,584$7,398iApproximate average salary by contribution assumption: employee only about $184,956 at 4% or $123,304 at 6%; with 50% employer match about $123,304 at 4% or $82,202 at 6%; with 100% employer match about $92,478 at 4% or $61,652 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-9$1,258,578$66,584$7,398iApproximate average salary by contribution assumption: employee only about $184,956 at 4% or $123,304 at 6%; with 50% employer match about $123,304 at 4% or $82,202 at 6%; with 100% employer match about $92,478 at 4% or $61,652 at 6%.
2007110$1,775,379$62,870$6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-10$1,775,379$62,870$6,287iApproximate average salary by contribution assumption: employee only about $157,175 at 4% or $104,783 at 6%; with 50% employer match about $104,783 at 4% or $69,856 at 6%; with 100% employer match about $78,588 at 4% or $52,392 at 6%.
200616$1,569,189$65,601$10,934iApproximate average salary by contribution assumption: employee only about $273,338 at 4% or $182,225 at 6%; with 50% employer match about $182,225 at 4% or $121,483 at 6%; with 100% employer match about $136,669 at 4% or $91,113 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-6$1,569,189$65,601$10,934iApproximate average salary by contribution assumption: employee only about $273,338 at 4% or $182,225 at 6%; with 50% employer match about $182,225 at 4% or $121,483 at 6%; with 100% employer match about $136,669 at 4% or $91,113 at 6%.
200516$1,336,574$70,123$11,687iApproximate average salary by contribution assumption: employee only about $292,179 at 4% or $194,786 at 6%; with 50% employer match about $194,786 at 4% or $129,857 at 6%; with 100% employer match about $146,090 at 4% or $97,393 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-6$1,336,574$70,123$11,687iApproximate average salary by contribution assumption: employee only about $292,179 at 4% or $194,786 at 6%; with 50% employer match about $194,786 at 4% or $129,857 at 6%; with 100% employer match about $146,090 at 4% or $97,393 at 6%.
200416$1,202,124$62,702$10,450iApproximate average salary by contribution assumption: employee only about $261,258 at 4% or $174,172 at 6%; with 50% employer match about $174,172 at 4% or $116,115 at 6%; with 100% employer match about $130,629 at 4% or $87,086 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-6$1,202,124$62,702$10,450iApproximate average salary by contribution assumption: employee only about $261,258 at 4% or $174,172 at 6%; with 50% employer match about $174,172 at 4% or $116,115 at 6%; with 100% employer match about $130,629 at 4% or $87,086 at 6%.
200316$1,093,289$61,732$10,289iApproximate average salary by contribution assumption: employee only about $257,217 at 4% or $171,478 at 6%; with 50% employer match about $171,478 at 4% or $114,319 at 6%; with 100% employer match about $128,608 at 4% or $85,739 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-6$1,093,289$61,732$10,289iApproximate average salary by contribution assumption: employee only about $257,217 at 4% or $171,478 at 6%; with 50% employer match about $171,478 at 4% or $114,319 at 6%; with 100% employer match about $128,608 at 4% or $85,739 at 6%.
200217$919,769$55,910$7,987iApproximate average salary by contribution assumption: employee only about $199,679 at 4% or $133,119 at 6%; with 50% employer match about $133,119 at 4% or $88,746 at 6%; with 100% employer match about $99,839 at 4% or $66,560 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-7$919,769$55,910$7,987iApproximate average salary by contribution assumption: employee only about $199,679 at 4% or $133,119 at 6%; with 50% employer match about $133,119 at 4% or $88,746 at 6%; with 100% employer match about $99,839 at 4% or $66,560 at 6%.
200115$1,007,953$47,496$9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,547 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-5$1,007,953$47,496$9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,547 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%.
200016$1,058,961$40,195$6,699iApproximate average salary by contribution assumption: employee only about $167,479 at 4% or $111,653 at 6%; with 50% employer match about $111,653 at 4% or $74,435 at 6%; with 100% employer match about $83,740 at 4% or $55,826 at 6%.
Susan H. Weinkle, MD Profit Sharing Plan-6$1,058,961$40,195$6,699iApproximate average salary by contribution assumption: employee only about $167,479 at 4% or $111,653 at 6%; with 50% employer match about $111,653 at 4% or $74,435 at 6%; with 100% employer match about $83,740 at 4% or $55,826 at 6%.