Civic Intelligence

Julian M Thomas MD

Plan context: Julian M Thomas MD Profit Sharing Plan and Trust

EIN 63-0961491 • Mountain Brook, AL • 24 filings • 3 plans

217 Country Club Park #407Mountain Brook, AL 35213-4237
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$2,422,856

2023 Contributions

$67,080

Historical Graphs

Total Assets Over Time

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

$2,732,833$1,366,417$0200320132022YearValue
$2,422,856Latest year 2022

Participants Over Time

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

950200020112022YearValue
8Latest year 2022

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
202310$0$0-
Julian M Thomas MD Profit Sharing Plan and Trust-0$0--
202218$2,422,856$0-
Julian M Thomas MD Profit Sharing Plan and Trust-8$2,422,856--
202117$2,732,833$67,080$9,583iApproximate average salary by contribution assumption: employee only about $239,571 at 4% or $159,714 at 6%; with 50% employer match about $159,714 at 4% or $106,476 at 6%; with 100% employer match about $119,786 at 4% or $79,857 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$2,732,833$67,080$9,583iApproximate average salary by contribution assumption: employee only about $239,571 at 4% or $159,714 at 6%; with 50% employer match about $159,714 at 4% or $106,476 at 6%; with 100% employer match about $119,786 at 4% or $79,857 at 6%.
202017$2,504,625$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$2,504,625$50,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
201919$2,538,308$85,730$9,526iApproximate average salary by contribution assumption: employee only about $238,139 at 4% or $158,759 at 6%; with 50% employer match about $158,759 at 4% or $105,840 at 6%; with 100% employer match about $119,069 at 4% or $79,380 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-9$2,538,308$85,730$9,526iApproximate average salary by contribution assumption: employee only about $238,139 at 4% or $158,759 at 6%; with 50% employer match about $158,759 at 4% or $105,840 at 6%; with 100% employer match about $119,069 at 4% or $79,380 at 6%.
201819$2,214,722$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-9$2,214,722$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
201718$2,276,516$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-8$2,276,516$85,298$10,662iApproximate average salary by contribution assumption: employee only about $266,556 at 4% or $177,704 at 6%; with 50% employer match about $177,704 at 4% or $118,469 at 6%; with 100% employer match about $133,278 at 4% or $88,852 at 6%.
201616$1,970,462$76,972$12,829iApproximate average salary by contribution assumption: employee only about $320,717 at 4% or $213,811 at 6%; with 50% employer match about $213,811 at 4% or $142,541 at 6%; with 100% employer match about $160,358 at 4% or $106,906 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-6$1,970,462$76,972$12,829iApproximate average salary by contribution assumption: employee only about $320,717 at 4% or $213,811 at 6%; with 50% employer match about $213,811 at 4% or $142,541 at 6%; with 100% employer match about $160,358 at 4% or $106,906 at 6%.
201515$1,820,280$81,934$16,387iApproximate average salary by contribution assumption: employee only about $409,670 at 4% or $273,113 at 6%; with 50% employer match about $273,113 at 4% or $182,076 at 6%; with 100% employer match about $204,835 at 4% or $136,557 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-5$1,820,280$81,934$16,387iApproximate average salary by contribution assumption: employee only about $409,670 at 4% or $273,113 at 6%; with 50% employer match about $273,113 at 4% or $182,076 at 6%; with 100% employer match about $204,835 at 4% or $136,557 at 6%.
201416$1,793,592$82,056$13,676iApproximate average salary by contribution assumption: employee only about $341,900 at 4% or $227,933 at 6%; with 50% employer match about $227,933 at 4% or $151,956 at 6%; with 100% employer match about $170,950 at 4% or $113,967 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-6$1,793,592$82,056$13,676iApproximate average salary by contribution assumption: employee only about $341,900 at 4% or $227,933 at 6%; with 50% employer match about $227,933 at 4% or $151,956 at 6%; with 100% employer match about $170,950 at 4% or $113,967 at 6%.
201317$1,711,888$77,545$11,078iApproximate average salary by contribution assumption: employee only about $276,946 at 4% or $184,631 at 6%; with 50% employer match about $184,631 at 4% or $123,087 at 6%; with 100% employer match about $138,473 at 4% or $92,315 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$1,711,888$77,545$11,078iApproximate average salary by contribution assumption: employee only about $276,946 at 4% or $184,631 at 6%; with 50% employer match about $184,631 at 4% or $123,087 at 6%; with 100% employer match about $138,473 at 4% or $92,315 at 6%.
201217$1,355,617$80,856$11,551iApproximate average salary by contribution assumption: employee only about $288,771 at 4% or $192,514 at 6%; with 50% employer match about $192,514 at 4% or $128,343 at 6%; with 100% employer match about $144,386 at 4% or $96,257 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$1,355,617$80,856$11,551iApproximate average salary by contribution assumption: employee only about $288,771 at 4% or $192,514 at 6%; with 50% employer match about $192,514 at 4% or $128,343 at 6%; with 100% employer match about $144,386 at 4% or $96,257 at 6%.
201117$1,210,061$78,997$11,285iApproximate average salary by contribution assumption: employee only about $282,132 at 4% or $188,088 at 6%; with 50% employer match about $188,088 at 4% or $125,392 at 6%; with 100% employer match about $141,066 at 4% or $94,044 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$1,210,061$78,997$11,285iApproximate average salary by contribution assumption: employee only about $282,132 at 4% or $188,088 at 6%; with 50% employer match about $188,088 at 4% or $125,392 at 6%; with 100% employer match about $141,066 at 4% or $94,044 at 6%.
201016$1,191,401$75,820$12,637iApproximate average salary by contribution assumption: employee only about $315,917 at 4% or $210,611 at 6%; with 50% employer match about $210,611 at 4% or $140,407 at 6%; with 100% employer match about $157,958 at 4% or $105,306 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-6$1,191,401$75,820$12,637iApproximate average salary by contribution assumption: employee only about $315,917 at 4% or $210,611 at 6%; with 50% employer match about $210,611 at 4% or $140,407 at 6%; with 100% employer match about $157,958 at 4% or $105,306 at 6%.
200915$1,098,727$71,152$14,230iApproximate average salary by contribution assumption: employee only about $355,760 at 4% or $237,173 at 6%; with 50% employer match about $237,173 at 4% or $158,116 at 6%; with 100% employer match about $177,880 at 4% or $118,587 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-5$1,098,727$71,152$14,230iApproximate average salary by contribution assumption: employee only about $355,760 at 4% or $237,173 at 6%; with 50% employer match about $237,173 at 4% or $158,116 at 6%; with 100% employer match about $177,880 at 4% or $118,587 at 6%.
200815$959,055$69,886$13,977iApproximate average salary by contribution assumption: employee only about $349,430 at 4% or $232,953 at 6%; with 50% employer match about $232,953 at 4% or $155,302 at 6%; with 100% employer match about $174,715 at 4% or $116,477 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-5$959,055$69,886$13,977iApproximate average salary by contribution assumption: employee only about $349,430 at 4% or $232,953 at 6%; with 50% employer match about $232,953 at 4% or $155,302 at 6%; with 100% employer match about $174,715 at 4% or $116,477 at 6%.
200716$0$0-
Julian M Thomas MD Profit Sharing Plan and Trust-6---
200615$961,173$61,290$12,258iApproximate average salary by contribution assumption: employee only about $306,450 at 4% or $204,300 at 6%; with 50% employer match about $204,300 at 4% or $136,200 at 6%; with 100% employer match about $153,225 at 4% or $102,150 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-5$961,173$61,290$12,258iApproximate average salary by contribution assumption: employee only about $306,450 at 4% or $204,300 at 6%; with 50% employer match about $204,300 at 4% or $136,200 at 6%; with 100% employer match about $153,225 at 4% or $102,150 at 6%.
200517$848,373$66,636$9,519iApproximate average salary by contribution assumption: employee only about $237,986 at 4% or $158,657 at 6%; with 50% employer match about $158,657 at 4% or $105,771 at 6%; with 100% employer match about $118,993 at 4% or $79,329 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$848,373$66,636$9,519iApproximate average salary by contribution assumption: employee only about $237,986 at 4% or $158,657 at 6%; with 50% employer match about $158,657 at 4% or $105,771 at 6%; with 100% employer match about $118,993 at 4% or $79,329 at 6%.
200417$723,220$63,468$9,067iApproximate average salary by contribution assumption: employee only about $226,671 at 4% or $151,114 at 6%; with 50% employer match about $151,114 at 4% or $100,743 at 6%; with 100% employer match about $113,336 at 4% or $75,557 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$723,220$63,468$9,067iApproximate average salary by contribution assumption: employee only about $226,671 at 4% or $151,114 at 6%; with 50% employer match about $151,114 at 4% or $100,743 at 6%; with 100% employer match about $113,336 at 4% or $75,557 at 6%.
200317$573,303$62,031$8,862iApproximate average salary by contribution assumption: employee only about $221,539 at 4% or $147,693 at 6%; with 50% employer match about $147,693 at 4% or $98,462 at 6%; with 100% employer match about $110,770 at 4% or $73,846 at 6%.
Julian M Thomas MD Profit Sharing Plan and Trust-7$573,303$62,031$8,862iApproximate average salary by contribution assumption: employee only about $221,539 at 4% or $147,693 at 6%; with 50% employer match about $147,693 at 4% or $98,462 at 6%; with 100% employer match about $110,770 at 4% or $73,846 at 6%.
200217$0$0-
Julian M Thomas MD Profit Sharing Plan and Trust-7---
200116$0$0-
Julian M Thomas MD Profit Sharing Plan and Trust-6---
200016$0$0-
Julian M Thomas MD Profit Sharing Plan and Trust-6---