Civic Intelligence

Drs James and Kathryn Mize PC

Plan context: Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan

EIN 63-0849567 • Decatur, AL • 18 filings • 2 plans

1318 Brindwood Lane, SEDecatur, AL 35601
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$3,279,663

2022 Contributions

$97,501

Historical Graphs

Total Assets Over Time

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

$3,279,663$1,639,832$0199920142021YearValue
$3,279,663Latest year 2021

Participants Over Time

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

950199920142021YearValue
6Latest year 2021

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
202210$0$97,501-
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-0$0$97,501-
202116$3,279,663$135,213$22,536iApproximate average salary by contribution assumption: employee only about $563,388 at 4% or $375,592 at 6%; with 50% employer match about $375,592 at 4% or $250,394 at 6%; with 100% employer match about $281,694 at 4% or $187,796 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-6$3,279,663$135,213$22,536iApproximate average salary by contribution assumption: employee only about $563,388 at 4% or $375,592 at 6%; with 50% employer match about $375,592 at 4% or $250,394 at 6%; with 100% employer match about $281,694 at 4% or $187,796 at 6%.
202017$2,612,584$59,565$8,509iApproximate average salary by contribution assumption: employee only about $212,732 at 4% or $141,821 at 6%; with 50% employer match about $141,821 at 4% or $94,548 at 6%; with 100% employer match about $106,366 at 4% or $70,911 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-7$2,612,584$59,565$8,509iApproximate average salary by contribution assumption: employee only about $212,732 at 4% or $141,821 at 6%; with 50% employer match about $141,821 at 4% or $94,548 at 6%; with 100% employer match about $106,366 at 4% or $70,911 at 6%.
201916$2,282,710$135,836$22,639iApproximate average salary by contribution assumption: employee only about $565,983 at 4% or $377,322 at 6%; with 50% employer match about $377,322 at 4% or $251,548 at 6%; with 100% employer match about $282,992 at 4% or $188,661 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-6$2,282,710$135,836$22,639iApproximate average salary by contribution assumption: employee only about $565,983 at 4% or $377,322 at 6%; with 50% employer match about $377,322 at 4% or $251,548 at 6%; with 100% employer match about $282,992 at 4% or $188,661 at 6%.
201816$1,782,080$132,250$22,042iApproximate average salary by contribution assumption: employee only about $551,042 at 4% or $367,361 at 6%; with 50% employer match about $367,361 at 4% or $244,907 at 6%; with 100% employer match about $275,521 at 4% or $183,681 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-6$1,782,080$132,250$22,042iApproximate average salary by contribution assumption: employee only about $551,042 at 4% or $367,361 at 6%; with 50% employer match about $367,361 at 4% or $244,907 at 6%; with 100% employer match about $275,521 at 4% or $183,681 at 6%.
201718$1,744,588$136,452$17,057iApproximate average salary by contribution assumption: employee only about $426,413 at 4% or $284,275 at 6%; with 50% employer match about $284,275 at 4% or $189,517 at 6%; with 100% employer match about $213,206 at 4% or $142,138 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-8$1,744,588$136,452$17,057iApproximate average salary by contribution assumption: employee only about $426,413 at 4% or $284,275 at 6%; with 50% employer match about $284,275 at 4% or $189,517 at 6%; with 100% employer match about $213,206 at 4% or $142,138 at 6%.
201617$1,364,230$131,164$18,738iApproximate average salary by contribution assumption: employee only about $468,443 at 4% or $312,295 at 6%; with 50% employer match about $312,295 at 4% or $208,197 at 6%; with 100% employer match about $234,221 at 4% or $156,148 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-7$1,364,230$131,164$18,738iApproximate average salary by contribution assumption: employee only about $468,443 at 4% or $312,295 at 6%; with 50% employer match about $312,295 at 4% or $208,197 at 6%; with 100% employer match about $234,221 at 4% or $156,148 at 6%.
201519$1,112,796$136,929$15,214iApproximate average salary by contribution assumption: employee only about $380,358 at 4% or $253,572 at 6%; with 50% employer match about $253,572 at 4% or $169,048 at 6%; with 100% employer match about $190,179 at 4% or $126,786 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-9$1,112,796$136,929$15,214iApproximate average salary by contribution assumption: employee only about $380,358 at 4% or $253,572 at 6%; with 50% employer match about $253,572 at 4% or $169,048 at 6%; with 100% employer match about $190,179 at 4% or $126,786 at 6%.
201418$990,686$125,524$15,691iApproximate average salary by contribution assumption: employee only about $392,263 at 4% or $261,508 at 6%; with 50% employer match about $261,508 at 4% or $174,339 at 6%; with 100% employer match about $196,131 at 4% or $130,754 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-8$990,686$125,524$15,691iApproximate average salary by contribution assumption: employee only about $392,263 at 4% or $261,508 at 6%; with 50% employer match about $261,508 at 4% or $174,339 at 6%; with 100% employer match about $196,131 at 4% or $130,754 at 6%.
201317$782,677$121,056$17,294iApproximate average salary by contribution assumption: employee only about $432,343 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,152 at 6%; with 100% employer match about $216,171 at 4% or $144,114 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-7$782,677$121,056$17,294iApproximate average salary by contribution assumption: employee only about $432,343 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,152 at 6%; with 100% employer match about $216,171 at 4% or $144,114 at 6%.
201217$505,155$108,795$15,542iApproximate average salary by contribution assumption: employee only about $388,554 at 4% or $259,036 at 6%; with 50% employer match about $259,036 at 4% or $172,690 at 6%; with 100% employer match about $194,277 at 4% or $129,518 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-7$505,155$108,795$15,542iApproximate average salary by contribution assumption: employee only about $388,554 at 4% or $259,036 at 6%; with 50% employer match about $259,036 at 4% or $172,690 at 6%; with 100% employer match about $194,277 at 4% or $129,518 at 6%.
201117$354,759$348,140$49,734iApproximate average salary by contribution assumption: employee only about $1,243,357 at 4% or $828,905 at 6%; with 50% employer match about $828,905 at 4% or $552,603 at 6%; with 100% employer match about $621,679 at 4% or $414,452 at 6%.
Drs. James and Kathryn Mize PC. 401(K) Profit Sharing Plan-7$354,759$348,140$49,734iApproximate average salary by contribution assumption: employee only about $1,243,357 at 4% or $828,905 at 6%; with 50% employer match about $828,905 at 4% or $552,603 at 6%; with 100% employer match about $621,679 at 4% or $414,452 at 6%.
200410$0$12-
Drs James and Kathryn Mize PC Profit Sharing Plan-0-$12-
200313$304,400$759$253iApproximate average salary by contribution assumption: employee only about $6,325 at 4% or $4,217 at 6%; with 50% employer match about $4,217 at 4% or $2,811 at 6%; with 100% employer match about $3,163 at 4% or $2,108 at 6%.
Drs James and Kathryn Mize PC Profit Sharing Plan-3$304,400$759$253iApproximate average salary by contribution assumption: employee only about $6,325 at 4% or $4,217 at 6%; with 50% employer match about $4,217 at 4% or $2,811 at 6%; with 100% employer match about $3,163 at 4% or $2,108 at 6%.
200213$239,650$0-
Drs James and Kathryn Mize PC Profit Sharing Plan-3$239,650--
200110$0$0-
Drs James and Kathryn Mize PC Profit Sharing Plan-0---
200014$256,128$23,978$5,995iApproximate average salary by contribution assumption: employee only about $149,863 at 4% or $99,908 at 6%; with 50% employer match about $99,908 at 4% or $66,606 at 6%; with 100% employer match about $74,931 at 4% or $49,954 at 6%.
Drs James and Kathryn Mize PC Profit Sharing Plan-4$256,128$23,978$5,995iApproximate average salary by contribution assumption: employee only about $149,863 at 4% or $99,908 at 6%; with 50% employer match about $99,908 at 4% or $66,606 at 6%; with 100% employer match about $74,931 at 4% or $49,954 at 6%.
199914$209,011$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Drs James and Kathryn Mize PC Profit Sharing Plan-4$209,011$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.