Civic Intelligence

Mary Lee Josey, M.D., P.A.

Plan context: Trehy, Padilla and Josey Profit Sharing Plan

EIN 59-3475701 • Tampa, FL • 12 filings • 1 plans

1910 South Brookline StreetTampa, FL 33629-5943
Current Snapshot

Latest Year

2010

2010 Participants

7

2010 Assets

$248,419

2010 Contributions

$65,180

Historical Graphs

Total Assets Over Time

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

$700,508$350,254$0199920042009YearValue
$248,419Latest year 2009

Participants Over Time

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

1050199920042009YearValue
7Latest year 2009

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
201010$0$0-
Trehy, Padilla and Josey Profit Sharing Plan-0$0--
200917$248,419$0-
Trehy, Padilla and Josey Profit Sharing Plan-7$248,419--
200818$623,400$0-
Trehy, Padilla and Josey Profit Sharing Plan-8$623,400--
200719$0$0-
Trehy, Padilla and Josey Profit Sharing Plan-9---
2006110$700,508$65,180$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-10$700,508$65,180$6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%.
200519$572,116$54,401$6,045iApproximate average salary by contribution assumption: employee only about $151,114 at 4% or $100,743 at 6%; with 50% employer match about $100,743 at 4% or $67,162 at 6%; with 100% employer match about $75,557 at 4% or $50,371 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-9$572,116$54,401$6,045iApproximate average salary by contribution assumption: employee only about $151,114 at 4% or $100,743 at 6%; with 50% employer match about $100,743 at 4% or $67,162 at 6%; with 100% employer match about $75,557 at 4% or $50,371 at 6%.
2004110$490,941$55,558$5,556iApproximate average salary by contribution assumption: employee only about $138,895 at 4% or $92,597 at 6%; with 50% employer match about $92,597 at 4% or $61,731 at 6%; with 100% employer match about $69,448 at 4% or $46,298 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-10$490,941$55,558$5,556iApproximate average salary by contribution assumption: employee only about $138,895 at 4% or $92,597 at 6%; with 50% employer match about $92,597 at 4% or $61,731 at 6%; with 100% employer match about $69,448 at 4% or $46,298 at 6%.
2003110$414,360$95,115$9,512iApproximate average salary by contribution assumption: employee only about $237,788 at 4% or $158,525 at 6%; with 50% employer match about $158,525 at 4% or $105,683 at 6%; with 100% employer match about $118,894 at 4% or $79,263 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-10$414,360$95,115$9,512iApproximate average salary by contribution assumption: employee only about $237,788 at 4% or $158,525 at 6%; with 50% employer match about $158,525 at 4% or $105,683 at 6%; with 100% employer match about $118,894 at 4% or $79,263 at 6%.
2002110$281,329$94,062$9,406iApproximate average salary by contribution assumption: employee only about $235,155 at 4% or $156,770 at 6%; with 50% employer match about $156,770 at 4% or $104,513 at 6%; with 100% employer match about $117,578 at 4% or $78,385 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-10$281,329$94,062$9,406iApproximate average salary by contribution assumption: employee only about $235,155 at 4% or $156,770 at 6%; with 50% employer match about $156,770 at 4% or $104,513 at 6%; with 100% employer match about $117,578 at 4% or $78,385 at 6%.
2001110$0$0-
Trehy, Padilla and Josey Profit Sharing Plan-10---
200019$187,244$65,421$7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-9$187,244$65,421$7,269iApproximate average salary by contribution assumption: employee only about $181,725 at 4% or $121,150 at 6%; with 50% employer match about $121,150 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,575 at 6%.
1999110$146,585$64,133$6,413iApproximate average salary by contribution assumption: employee only about $160,333 at 4% or $106,888 at 6%; with 50% employer match about $106,888 at 4% or $71,259 at 6%; with 100% employer match about $80,166 at 4% or $53,444 at 6%.
Trehy, Padilla and Josey Profit Sharing Plan-10$146,585$64,133$6,413iApproximate average salary by contribution assumption: employee only about $160,333 at 4% or $106,888 at 6%; with 50% employer match about $106,888 at 4% or $71,259 at 6%; with 100% employer match about $80,166 at 4% or $53,444 at 6%.