Civic Intelligence

James O. Wallace, M.D.

Plan context: James O. Wallace, M.D. Profit Sharing Plan

EIN 74-2120824 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$574,820

2007 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$574,820$287,410$0199920032006YearValue
$574,820Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200710$0$0-
James O. Wallace, M.D. Profit Sharing Plan-0---
200612$574,820$20,000$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%.
James O. Wallace, M.D. Profit Sharing Plan-2$574,820$20,000$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%.
200512$465,978$60,139$30,070iApproximate average salary by contribution assumption: employee only about $751,738 at 4% or $501,158 at 6%; with 50% employer match about $501,158 at 4% or $334,106 at 6%; with 100% employer match about $375,869 at 4% or $250,579 at 6%.
James O. Wallace, M.D. Profit Sharing Plan-2$465,978$60,139$30,070iApproximate average salary by contribution assumption: employee only about $751,738 at 4% or $501,158 at 6%; with 50% employer match about $501,158 at 4% or $334,106 at 6%; with 100% employer match about $375,869 at 4% or $250,579 at 6%.
200412$393,417$51,292$25,646iApproximate average salary by contribution assumption: employee only about $641,150 at 4% or $427,433 at 6%; with 50% employer match about $427,433 at 4% or $284,956 at 6%; with 100% employer match about $320,575 at 4% or $213,717 at 6%.
James O. Wallace, M.D. Profit Sharing Plan-2$393,417$51,292$25,646iApproximate average salary by contribution assumption: employee only about $641,150 at 4% or $427,433 at 6%; with 50% employer match about $427,433 at 4% or $284,956 at 6%; with 100% employer match about $320,575 at 4% or $213,717 at 6%.
200312$314,793$46,720$23,360iApproximate average salary by contribution assumption: employee only about $584,000 at 4% or $389,333 at 6%; with 50% employer match about $389,333 at 4% or $259,556 at 6%; with 100% employer match about $292,000 at 4% or $194,667 at 6%.
James O. Wallace, M.D. Profit Sharing Plan-2$314,793$46,720$23,360iApproximate average salary by contribution assumption: employee only about $584,000 at 4% or $389,333 at 6%; with 50% employer match about $389,333 at 4% or $259,556 at 6%; with 100% employer match about $292,000 at 4% or $194,667 at 6%.
200212$215,568$0-
James O. Wallace, M.D. Profit Sharing Plan-2$215,568--
200112$0$0-
James O. Wallace, M.D. Profit Sharing Plan-2---
200012$269,096$30,787$15,394iApproximate average salary by contribution assumption: employee only about $384,838 at 4% or $256,558 at 6%; with 50% employer match about $256,558 at 4% or $171,039 at 6%; with 100% employer match about $192,419 at 4% or $128,279 at 6%.
James O. Wallace, M.D. Profit Sharing Plan-2$269,096$30,787$15,394iApproximate average salary by contribution assumption: employee only about $384,838 at 4% or $256,558 at 6%; with 50% employer match about $256,558 at 4% or $171,039 at 6%; with 100% employer match about $192,419 at 4% or $128,279 at 6%.
199912$260,094$29,287$14,644iApproximate average salary by contribution assumption: employee only about $366,088 at 4% or $244,058 at 6%; with 50% employer match about $244,058 at 4% or $162,706 at 6%; with 100% employer match about $183,044 at 4% or $122,029 at 6%.
James O. Wallace, M.D. Profit Sharing Plan-2$260,094$29,287$14,644iApproximate average salary by contribution assumption: employee only about $366,088 at 4% or $244,058 at 6%; with 50% employer match about $244,058 at 4% or $162,706 at 6%; with 100% employer match about $183,044 at 4% or $122,029 at 6%.