Civic Intelligence

Donald C. Bartley, M.D., P.A.

Plan context: ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST

EIN 59-2569225 • Jacksonville, FL • 20 filings • 3 plans

2 Shircliff Way, Suite 610Jacksonville, FL 32204-4769
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$189,343

2012 Contributions

$22,786

Historical Graphs

Total Assets Over Time

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

$1,714,827$857,414$0199920052011YearValue
$189,343Latest year 2011

Participants Over Time

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

530199920052011YearValue
3Latest year 2011

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
201210$0$22,786-
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-0$0$22,786-
201113$189,343$30,054$10,018iApproximate average salary by contribution assumption: employee only about $250,450 at 4% or $166,967 at 6%; with 50% employer match about $166,967 at 4% or $111,311 at 6%; with 100% employer match about $125,225 at 4% or $83,483 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-3$189,343$30,054$10,018iApproximate average salary by contribution assumption: employee only about $250,450 at 4% or $166,967 at 6%; with 50% employer match about $166,967 at 4% or $111,311 at 6%; with 100% employer match about $125,225 at 4% or $83,483 at 6%.
201014$178,564$27,577$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-4$178,564$27,577$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
200915$134,104$40,700$8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-5$134,104$40,700$8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%.
200812$63,979$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-2$63,979$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200712$0$0-
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-2---
200614$61,435$20,871$5,218iApproximate average salary by contribution assumption: employee only about $130,444 at 4% or $86,963 at 6%; with 50% employer match about $86,963 at 4% or $57,975 at 6%; with 100% employer match about $65,222 at 4% or $43,481 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-4$61,435$20,871$5,218iApproximate average salary by contribution assumption: employee only about $130,444 at 4% or $86,963 at 6%; with 50% employer match about $86,963 at 4% or $57,975 at 6%; with 100% employer match about $65,222 at 4% or $43,481 at 6%.
200524$35,957$35,957$8,989iApproximate average salary by contribution assumption: employee only about $224,731 at 4% or $149,821 at 6%; with 50% employer match about $149,821 at 4% or $99,881 at 6%; with 100% employer match about $112,366 at 4% or $74,910 at 6%.
ID ASSOCIATES OF JACKSONVILLE PA 401K PROFIT SHARING PLAN & TRUST-4$35,957$35,957$8,989iApproximate average salary by contribution assumption: employee only about $224,731 at 4% or $149,821 at 6%; with 50% employer match about $149,821 at 4% or $99,881 at 6%; with 100% employer match about $112,366 at 4% or $74,910 at 6%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-0---
200412$1,714,827$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%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$1,714,827$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%.
200322$1,597,296$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%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$1,597,296$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%.
Donald C. Bartley, M.D., P.A. Money Purchase Pension Plan-0---
200223$1,446,651$25,742$8,581iApproximate average salary by contribution assumption: employee only about $214,517 at 4% or $143,011 at 6%; with 50% employer match about $143,011 at 4% or $95,341 at 6%; with 100% employer match about $107,258 at 4% or $71,506 at 6%.
Donald C. Bartley, M.D., P.A. Money Purchase Pension Plan-3$783,253$25,742$8,581iApproximate average salary by contribution assumption: employee only about $214,517 at 4% or $143,011 at 6%; with 50% employer match about $143,011 at 4% or $95,341 at 6%; with 100% employer match about $107,258 at 4% or $71,506 at 6%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$663,398--
200123$1,674,931$22,532$7,511iApproximate average salary by contribution assumption: employee only about $187,767 at 4% or $125,178 at 6%; with 50% employer match about $125,178 at 4% or $83,452 at 6%; with 100% employer match about $93,883 at 4% or $62,589 at 6%.
Donald C. Bartley, M.D., P.A. Money Purchase Pension Plan-3$901,951$22,532$7,511iApproximate average salary by contribution assumption: employee only about $187,767 at 4% or $125,178 at 6%; with 50% employer match about $125,178 at 4% or $83,452 at 6%; with 100% employer match about $93,883 at 4% or $62,589 at 6%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$772,980--
200022$1,633,991$20,290$10,145iApproximate average salary by contribution assumption: employee only about $253,625 at 4% or $169,083 at 6%; with 50% employer match about $169,083 at 4% or $112,722 at 6%; with 100% employer match about $126,813 at 4% or $84,542 at 6%.
Donald C. Bartley, M.D., P.A. Money Purchase Pension Plan-2$842,216$20,290$10,145iApproximate average salary by contribution assumption: employee only about $253,625 at 4% or $169,083 at 6%; with 50% employer match about $169,083 at 4% or $112,722 at 6%; with 100% employer match about $126,813 at 4% or $84,542 at 6%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$791,775--
199922$1,642,099$17,536$8,768iApproximate average salary by contribution assumption: employee only about $219,200 at 4% or $146,133 at 6%; with 50% employer match about $146,133 at 4% or $97,422 at 6%; with 100% employer match about $109,600 at 4% or $73,067 at 6%.
Donald C. Bartley, M.D., P.A. Money Purchase Pension Plan-2$826,130$17,536$8,768iApproximate average salary by contribution assumption: employee only about $219,200 at 4% or $146,133 at 6%; with 50% employer match about $146,133 at 4% or $97,422 at 6%; with 100% employer match about $109,600 at 4% or $73,067 at 6%.
Donald C. Bartley, M.D., P.A. Profit Sharing Plan-2$815,969--