Joanne R. Werntz M.D., P.A.
Plan context: Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D.,
EIN 59-3162897 • Winter Park, FL • 13 filings • 8 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$129,545
2011 Contributions
$50,982
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 0 | $0 | - | - |
| 2010 | 1 | 1 | $129,545 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 1 | $129,545 | - | - |
| 2009 | 2 | 1 | $127,776 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 1 | $127,776 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | - | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 1 | - | - | - |
| 2006 | 1 | 2 | $127,278 | $50,982 | $25,491iApproximate average salary by contribution assumption: employee only about $637,275 at 4% or $424,850 at 6%; with 50% employer match about $424,850 at 4% or $283,233 at 6%; with 100% employer match about $318,638 at 4% or $212,425 at 6%. |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 2 | $127,278 | $50,982 | $25,491iApproximate average salary by contribution assumption: employee only about $637,275 at 4% or $424,850 at 6%; with 50% employer match about $424,850 at 4% or $283,233 at 6%; with 100% employer match about $318,638 at 4% or $212,425 at 6%. |
| 2005 | 1 | 2 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 2 | - | - | - |
| 2004 | 1 | 3 | $70,806 | $66,139 | $22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%. |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 3 | $70,806 | $66,139 | $22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 6 | - | - | - |
| 2002 | 1 | 10 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 10 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 10 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 10 | - | - | - |
| 1999 | 1 | 11 | $90,470 | $0 | - |
| Profit Sharing Plan & Trust for Employees of Joanne R. Werntz, M.D., | - | 11 | $90,470 | - | - |