Civic Intelligence

Philip a. Roth, Jr., MD PC

Plan context: Philip a. Roth, Jr., MD PC Profit Sharing Plan

EIN 63-1096374 • Huntsville, AL • 30 filings • 4 plans

2089 Cecil Ashburn Drive, Suite 101Huntsville, AL 35802
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,076,670

2024 Contributions

$81,975

Historical Graphs

Total Assets Over Time

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

$2,076,670$1,038,335$0199920122024YearValue
$2,076,670Latest year 2024

Participants Over Time

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

630199920122024YearValue
4Latest year 2024

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
202414$2,076,670$81,975$20,494iApproximate average salary by contribution assumption: employee only about $512,344 at 4% or $341,563 at 6%; with 50% employer match about $341,563 at 4% or $227,708 at 6%; with 100% employer match about $256,172 at 4% or $170,781 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-4$2,076,670$81,975$20,494iApproximate average salary by contribution assumption: employee only about $512,344 at 4% or $341,563 at 6%; with 50% employer match about $341,563 at 4% or $227,708 at 6%; with 100% employer match about $256,172 at 4% or $170,781 at 6%.
202315$1,604,573$87,258$17,452iApproximate average salary by contribution assumption: employee only about $436,290 at 4% or $290,860 at 6%; with 50% employer match about $290,860 at 4% or $193,907 at 6%; with 100% employer match about $218,145 at 4% or $145,430 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$1,604,573$87,258$17,452iApproximate average salary by contribution assumption: employee only about $436,290 at 4% or $290,860 at 6%; with 50% employer match about $290,860 at 4% or $193,907 at 6%; with 100% employer match about $218,145 at 4% or $145,430 at 6%.
202215$1,443,295$74,671$14,934iApproximate average salary by contribution assumption: employee only about $373,355 at 4% or $248,903 at 6%; with 50% employer match about $248,903 at 4% or $165,936 at 6%; with 100% employer match about $186,678 at 4% or $124,452 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$1,443,295$74,671$14,934iApproximate average salary by contribution assumption: employee only about $373,355 at 4% or $248,903 at 6%; with 50% employer match about $248,903 at 4% or $165,936 at 6%; with 100% employer match about $186,678 at 4% or $124,452 at 6%.
202115$1,813,694$96,182$19,236iApproximate average salary by contribution assumption: employee only about $480,910 at 4% or $320,607 at 6%; with 50% employer match about $320,607 at 4% or $213,738 at 6%; with 100% employer match about $240,455 at 4% or $160,303 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$1,813,694$96,182$19,236iApproximate average salary by contribution assumption: employee only about $480,910 at 4% or $320,607 at 6%; with 50% employer match about $320,607 at 4% or $213,738 at 6%; with 100% employer match about $240,455 at 4% or $160,303 at 6%.
202014$1,495,062$69,694$17,424iApproximate average salary by contribution assumption: employee only about $435,588 at 4% or $290,392 at 6%; with 50% employer match about $290,392 at 4% or $193,594 at 6%; with 100% employer match about $217,794 at 4% or $145,196 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-4$1,495,062$69,694$17,424iApproximate average salary by contribution assumption: employee only about $435,588 at 4% or $290,392 at 6%; with 50% employer match about $290,392 at 4% or $193,594 at 6%; with 100% employer match about $217,794 at 4% or $145,196 at 6%.
201915$1,260,141$68,565$13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$1,260,141$68,565$13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%.
201825$930,933$69,695$13,939iApproximate average salary by contribution assumption: employee only about $348,475 at 4% or $232,317 at 6%; with 50% employer match about $232,317 at 4% or $154,878 at 6%; with 100% employer match about $174,238 at 4% or $116,158 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$930,933$69,695$13,939iApproximate average salary by contribution assumption: employee only about $348,475 at 4% or $232,317 at 6%; with 50% employer match about $232,317 at 4% or $154,878 at 6%; with 100% employer match about $174,238 at 4% or $116,158 at 6%.
PHILIP A. ROTH, JR., MD, PC CASH BALANCE PLAN-0$0$0-
201725$1,240,652$165,321$33,064iApproximate average salary by contribution assumption: employee only about $826,605 at 4% or $551,070 at 6%; with 50% employer match about $551,070 at 4% or $367,380 at 6%; with 100% employer match about $413,302 at 4% or $275,535 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$983,470$79,321$15,864iApproximate average salary by contribution assumption: employee only about $396,605 at 4% or $264,403 at 6%; with 50% employer match about $264,403 at 4% or $176,269 at 6%; with 100% employer match about $198,303 at 4% or $132,202 at 6%.
PHILIP A. ROTH, JR., MD, PC CASH BALANCE PLAN-5$257,182$86,000$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
201625$976,472$163,317$32,663iApproximate average salary by contribution assumption: employee only about $816,585 at 4% or $544,390 at 6%; with 50% employer match about $544,390 at 4% or $362,927 at 6%; with 100% employer match about $408,293 at 4% or $272,195 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$809,918$78,317$15,663iApproximate average salary by contribution assumption: employee only about $391,585 at 4% or $261,057 at 6%; with 50% employer match about $261,057 at 4% or $174,038 at 6%; with 100% employer match about $195,793 at 4% or $130,528 at 6%.
PHILIP A. ROTH, JR., MD, PC CASH BALANCE PLAN-5$166,554$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201525$756,069$145,664$29,133iApproximate average salary by contribution assumption: employee only about $728,320 at 4% or $485,547 at 6%; with 50% employer match about $485,547 at 4% or $323,698 at 6%; with 100% employer match about $364,160 at 4% or $242,773 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$675,373$64,053$12,811iApproximate average salary by contribution assumption: employee only about $320,265 at 4% or $213,510 at 6%; with 50% employer match about $213,510 at 4% or $142,340 at 6%; with 100% employer match about $160,133 at 4% or $106,755 at 6%.
PHILIP A. ROTH, JR., MD, PC CASH BALANCE PLAN-5$80,696$81,611$16,322iApproximate average salary by contribution assumption: employee only about $408,055 at 4% or $272,037 at 6%; with 50% employer match about $272,037 at 4% or $181,358 at 6%; with 100% employer match about $204,028 at 4% or $136,018 at 6%.
201415$636,327$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$636,327$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201315$582,125$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$582,125$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201216$451,051$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-6$451,051$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201116$387,550$0-
Philip a. Roth, Jr., MD PC Profit Sharing Plan-6$387,550--
201016$383,602$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-6$383,602$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200915$349,885$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$349,885$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200815$299,042$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$299,042$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200715$380,484$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$380,484$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200615$314,583$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$314,583$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200515$268,905$0-
Philip a. Roth, Jr., MD PC Profit Sharing Plan-5$268,905--
200414$252,703$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%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-4$252,703$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%.
200314$226,163$30,531$7,633iApproximate average salary by contribution assumption: employee only about $190,819 at 4% or $127,213 at 6%; with 50% employer match about $127,213 at 4% or $84,808 at 6%; with 100% employer match about $95,409 at 4% or $63,606 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-4$226,163$30,531$7,633iApproximate average salary by contribution assumption: employee only about $190,819 at 4% or $127,213 at 6%; with 50% employer match about $127,213 at 4% or $84,808 at 6%; with 100% employer match about $95,409 at 4% or $63,606 at 6%.
200213$0$0-
Philip a. Roth, Jr., MD PC Profit Sharing Plan-3---
200114$203,947$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-4$203,947$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200013$236,471$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-3$236,471$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
199913$296,638$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Philip a. Roth, Jr., MD PC Profit Sharing Plan-3$296,638$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.