Civic Intelligence

William P. Owen, M.D., P.S.C.

Plan context: William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan

EIN 61-1408732 • Louisville, KY • 8 filings • 2 plans

4010 Dupont Circle, Suite 227Louisville, KY 40207
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$275,984

2011 Contributions

$49,000

Historical Graphs

Total Assets Over Time

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

$275,984$137,992$0200420082010YearValue
$275,984Latest year 2010

Participants Over Time

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

110200420072010YearValue
1Latest year 2010

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
201110$0$0-
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-0$0--
201011$275,984$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$275,984$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200911$201,755$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$201,755$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
200811$138,975$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$138,975$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200711$0$0-
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1---
200611$117,998$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$117,998$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200511$87,291$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$87,291$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200411$42,895$43,826$43,826iApproximate average salary by contribution assumption: employee only about $1,095,650 at 4% or $730,433 at 6%; with 50% employer match about $730,433 at 4% or $486,956 at 6%; with 100% employer match about $547,825 at 4% or $365,217 at 6%.
William P. Owen, M.D., P.S.C. 401(K) Profit Sharing Plan-1$42,895$43,826$43,826iApproximate average salary by contribution assumption: employee only about $1,095,650 at 4% or $730,433 at 6%; with 50% employer match about $730,433 at 4% or $486,956 at 6%; with 100% employer match about $547,825 at 4% or $365,217 at 6%.