James B. Duke, M.D., P.A.
Plan context: James B. Duke, M.D., P.A. Profit Sharing Plan
EIN 59-3145711 • Ocala, FL • 26 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
13
2019 Assets
$1,999,738
2019 Contributions
$31,244
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $31,244 | - |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 0 | $0 | $31,244 | - |
| 2018 | 1 | 13 | $1,999,738 | $97,471 | $7,498iApproximate average salary by contribution assumption: employee only about $187,444 at 4% or $124,963 at 6%; with 50% employer match about $124,963 at 4% or $83,309 at 6%; with 100% employer match about $93,722 at 4% or $62,481 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 13 | $1,999,738 | $97,471 | $7,498iApproximate average salary by contribution assumption: employee only about $187,444 at 4% or $124,963 at 6%; with 50% employer match about $124,963 at 4% or $83,309 at 6%; with 100% employer match about $93,722 at 4% or $62,481 at 6%. |
| 2017 | 1 | 11 | $2,041,061 | $90,358 | $8,214iApproximate average salary by contribution assumption: employee only about $205,359 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,680 at 4% or $68,453 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 11 | $2,041,061 | $90,358 | $8,214iApproximate average salary by contribution assumption: employee only about $205,359 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,680 at 4% or $68,453 at 6%. |
| 2016 | 1 | 13 | $1,745,544 | $84,693 | $6,515iApproximate average salary by contribution assumption: employee only about $162,871 at 4% or $108,581 at 6%; with 50% employer match about $108,581 at 4% or $72,387 at 6%; with 100% employer match about $81,436 at 4% or $54,290 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 13 | $1,745,544 | $84,693 | $6,515iApproximate average salary by contribution assumption: employee only about $162,871 at 4% or $108,581 at 6%; with 50% employer match about $108,581 at 4% or $72,387 at 6%; with 100% employer match about $81,436 at 4% or $54,290 at 6%. |
| 2015 | 1 | 12 | $1,554,288 | $80,627 | $6,719iApproximate average salary by contribution assumption: employee only about $167,973 at 4% or $111,982 at 6%; with 50% employer match about $111,982 at 4% or $74,655 at 6%; with 100% employer match about $83,986 at 4% or $55,991 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $1,554,288 | $80,627 | $6,719iApproximate average salary by contribution assumption: employee only about $167,973 at 4% or $111,982 at 6%; with 50% employer match about $111,982 at 4% or $74,655 at 6%; with 100% employer match about $83,986 at 4% or $55,991 at 6%. |
| 2014 | 1 | 12 | $1,578,126 | $76,658 | $6,388iApproximate average salary by contribution assumption: employee only about $159,704 at 4% or $106,469 at 6%; with 50% employer match about $106,469 at 4% or $70,980 at 6%; with 100% employer match about $79,852 at 4% or $53,235 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $1,578,126 | $76,658 | $6,388iApproximate average salary by contribution assumption: employee only about $159,704 at 4% or $106,469 at 6%; with 50% employer match about $106,469 at 4% or $70,980 at 6%; with 100% employer match about $79,852 at 4% or $53,235 at 6%. |
| 2013 | 1 | 12 | $1,501,221 | $73,859 | $6,155iApproximate average salary by contribution assumption: employee only about $153,873 at 4% or $102,582 at 6%; with 50% employer match about $102,582 at 4% or $68,388 at 6%; with 100% employer match about $76,936 at 4% or $51,291 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $1,501,221 | $73,859 | $6,155iApproximate average salary by contribution assumption: employee only about $153,873 at 4% or $102,582 at 6%; with 50% employer match about $102,582 at 4% or $68,388 at 6%; with 100% employer match about $76,936 at 4% or $51,291 at 6%. |
| 2012 | 1 | 11 | $1,293,622 | $69,996 | $6,363iApproximate average salary by contribution assumption: employee only about $159,082 at 4% or $106,055 at 6%; with 50% employer match about $106,055 at 4% or $70,703 at 6%; with 100% employer match about $79,541 at 4% or $53,027 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 11 | $1,293,622 | $69,996 | $6,363iApproximate average salary by contribution assumption: employee only about $159,082 at 4% or $106,055 at 6%; with 50% employer match about $106,055 at 4% or $70,703 at 6%; with 100% employer match about $79,541 at 4% or $53,027 at 6%. |
| 2011 | 1 | 15 | $1,135,225 | $58,835 | $3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 15 | $1,135,225 | $58,835 | $3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%. |
| 2010 | 1 | 15 | $1,163,099 | $63,432 | $4,229iApproximate average salary by contribution assumption: employee only about $105,720 at 4% or $70,480 at 6%; with 50% employer match about $70,480 at 4% or $46,987 at 6%; with 100% employer match about $52,860 at 4% or $35,240 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 15 | $1,163,099 | $63,432 | $4,229iApproximate average salary by contribution assumption: employee only about $105,720 at 4% or $70,480 at 6%; with 50% employer match about $70,480 at 4% or $46,987 at 6%; with 100% employer match about $52,860 at 4% or $35,240 at 6%. |
| 2009 | 1 | 18 | $1,022,891 | $57,859 | $3,214iApproximate average salary by contribution assumption: employee only about $80,360 at 4% or $53,573 at 6%; with 50% employer match about $53,573 at 4% or $35,715 at 6%; with 100% employer match about $40,180 at 4% or $26,787 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 18 | $1,022,891 | $57,859 | $3,214iApproximate average salary by contribution assumption: employee only about $80,360 at 4% or $53,573 at 6%; with 50% employer match about $53,573 at 4% or $35,715 at 6%; with 100% employer match about $40,180 at 4% or $26,787 at 6%. |
| 2006 | 1 | 0 | $0 | $47,873 | - |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 0 | - | $47,873 | - |
| 2005 | 2 | 11 | $890,900 | $62,253 | $5,659iApproximate average salary by contribution assumption: employee only about $141,484 at 4% or $94,323 at 6%; with 50% employer match about $94,323 at 4% or $62,882 at 6%; with 100% employer match about $70,742 at 4% or $47,161 at 6%. |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 11 | $532,019 | $43,570 | $3,961iApproximate average salary by contribution assumption: employee only about $99,023 at 4% or $66,015 at 6%; with 50% employer match about $66,015 at 4% or $44,010 at 6%; with 100% employer match about $49,511 at 4% or $33,008 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 11 | $358,881 | $18,683 | $1,698iApproximate average salary by contribution assumption: employee only about $42,461 at 4% or $28,308 at 6%; with 50% employer match about $28,308 at 4% or $18,872 at 6%; with 100% employer match about $21,231 at 4% or $14,154 at 6%. |
| 2004 | 2 | 12 | $831,793 | $66,947 | $5,579iApproximate average salary by contribution assumption: employee only about $139,473 at 4% or $92,982 at 6%; with 50% employer match about $92,982 at 4% or $61,988 at 6%; with 100% employer match about $69,736 at 4% or $46,491 at 6%. |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 12 | $494,992 | $44,631 | $3,719iApproximate average salary by contribution assumption: employee only about $92,981 at 4% or $61,988 at 6%; with 50% employer match about $61,988 at 4% or $41,325 at 6%; with 100% employer match about $46,491 at 4% or $30,994 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $336,801 | $22,316 | $1,860iApproximate average salary by contribution assumption: employee only about $46,492 at 4% or $30,994 at 6%; with 50% employer match about $30,994 at 4% or $20,663 at 6%; with 100% employer match about $23,246 at 4% or $15,497 at 6%. |
| 2003 | 2 | 12 | $744,520 | $61,945 | $5,162iApproximate average salary by contribution assumption: employee only about $129,052 at 4% or $86,035 at 6%; with 50% employer match about $86,035 at 4% or $57,356 at 6%; with 100% employer match about $64,526 at 4% or $43,017 at 6%. |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 12 | $445,719 | $41,297 | $3,441iApproximate average salary by contribution assumption: employee only about $86,035 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,678 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $298,801 | $20,648 | $1,721iApproximate average salary by contribution assumption: employee only about $43,017 at 4% or $28,678 at 6%; with 50% employer match about $28,678 at 4% or $19,119 at 6%; with 100% employer match about $21,508 at 4% or $14,339 at 6%. |
| 2002 | 2 | 12 | $240,159 | $21,071 | $1,756iApproximate average salary by contribution assumption: employee only about $43,898 at 4% or $29,265 at 6%; with 50% employer match about $29,265 at 4% or $19,510 at 6%; with 100% employer match about $21,949 at 4% or $14,633 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 12 | $240,159 | $21,071 | $1,756iApproximate average salary by contribution assumption: employee only about $43,898 at 4% or $29,265 at 6%; with 50% employer match about $29,265 at 4% or $19,510 at 6%; with 100% employer match about $21,949 at 4% or $14,633 at 6%. |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 12 | - | - | - |
| 2001 | 2 | 14 | $0 | $0 | - |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 14 | - | - | - |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 14 | - | - | - |
| 2000 | 2 | 14 | $0 | $0 | - |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 14 | - | - | - |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 14 | - | - | - |
| 1999 | 2 | 11 | $424,658 | $52,090 | $4,735iApproximate average salary by contribution assumption: employee only about $118,386 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%. |
| James B. Duke, M.D., P.A. Money Purchase Pension Plan | - | 11 | $245,283 | $25,609 | $2,328iApproximate average salary by contribution assumption: employee only about $58,202 at 4% or $38,802 at 6%; with 50% employer match about $38,802 at 4% or $25,868 at 6%; with 100% employer match about $29,101 at 4% or $19,401 at 6%. |
| James B. Duke, M.D., P.A. Profit Sharing Plan | - | 11 | $179,375 | $26,481 | $2,407iApproximate average salary by contribution assumption: employee only about $60,184 at 4% or $40,123 at 6%; with 50% employer match about $40,123 at 4% or $26,748 at 6%; with 100% employer match about $30,092 at 4% or $20,061 at 6%. |