Civic Intelligence

Loren C. Owensby M.D., P.A.

Plan context: Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust

EIN 74-2237093 • Victoria, TX • 21 filings • 5 plans

601 E. San Antonio St., Suite 305Victoria, TX 77901
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$822,126

2015 Contributions

$31,361

Historical Graphs

Total Assets Over Time

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

$1,472,483$736,242$0199920082015YearValue
$822,126Latest year 2015

Participants Over Time

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

320199920072015YearValue
3Latest year 2015

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
201513$822,126$0-
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$822,126--
201413$801,417$0-
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$801,417--
201313$1,111,385$31,361$10,454iApproximate average salary by contribution assumption: employee only about $261,342 at 4% or $174,228 at 6%; with 50% employer match about $174,228 at 4% or $116,152 at 6%; with 100% employer match about $130,671 at 4% or $87,114 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$1,111,385$31,361$10,454iApproximate average salary by contribution assumption: employee only about $261,342 at 4% or $174,228 at 6%; with 50% employer match about $174,228 at 4% or $116,152 at 6%; with 100% employer match about $130,671 at 4% or $87,114 at 6%.
201213$987,243$47,642$15,881iApproximate average salary by contribution assumption: employee only about $397,017 at 4% or $264,678 at 6%; with 50% employer match about $264,678 at 4% or $176,452 at 6%; with 100% employer match about $198,508 at 4% or $132,339 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$987,243$47,642$15,881iApproximate average salary by contribution assumption: employee only about $397,017 at 4% or $264,678 at 6%; with 50% employer match about $264,678 at 4% or $176,452 at 6%; with 100% employer match about $198,508 at 4% or $132,339 at 6%.
201113$892,284$64,768$21,589iApproximate average salary by contribution assumption: employee only about $539,733 at 4% or $359,822 at 6%; with 50% employer match about $359,822 at 4% or $239,881 at 6%; with 100% employer match about $269,867 at 4% or $179,911 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$892,284$64,768$21,589iApproximate average salary by contribution assumption: employee only about $539,733 at 4% or $359,822 at 6%; with 50% employer match about $359,822 at 4% or $239,881 at 6%; with 100% employer match about $269,867 at 4% or $179,911 at 6%.
201013$809,750$64,056$21,352iApproximate average salary by contribution assumption: employee only about $533,800 at 4% or $355,867 at 6%; with 50% employer match about $355,867 at 4% or $237,244 at 6%; with 100% employer match about $266,900 at 4% or $177,933 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$809,750$64,056$21,352iApproximate average salary by contribution assumption: employee only about $533,800 at 4% or $355,867 at 6%; with 50% employer match about $355,867 at 4% or $237,244 at 6%; with 100% employer match about $266,900 at 4% or $177,933 at 6%.
200913$963,247$62,728$20,909iApproximate average salary by contribution assumption: employee only about $522,733 at 4% or $348,489 at 6%; with 50% employer match about $348,489 at 4% or $232,326 at 6%; with 100% employer match about $261,367 at 4% or $174,244 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$963,247$62,728$20,909iApproximate average salary by contribution assumption: employee only about $522,733 at 4% or $348,489 at 6%; with 50% employer match about $348,489 at 4% or $232,326 at 6%; with 100% employer match about $261,367 at 4% or $174,244 at 6%.
200813$831,264$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$831,264$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200713$868,916$55,231$18,410iApproximate average salary by contribution assumption: employee only about $460,258 at 4% or $306,839 at 6%; with 50% employer match about $306,839 at 4% or $204,559 at 6%; with 100% employer match about $230,129 at 4% or $153,419 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$868,916$55,231$18,410iApproximate average salary by contribution assumption: employee only about $460,258 at 4% or $306,839 at 6%; with 50% employer match about $306,839 at 4% or $204,559 at 6%; with 100% employer match about $230,129 at 4% or $153,419 at 6%.
200613$772,130$56,208$18,736iApproximate average salary by contribution assumption: employee only about $468,400 at 4% or $312,267 at 6%; with 50% employer match about $312,267 at 4% or $208,178 at 6%; with 100% employer match about $234,200 at 4% or $156,133 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$772,130$56,208$18,736iApproximate average salary by contribution assumption: employee only about $468,400 at 4% or $312,267 at 6%; with 50% employer match about $312,267 at 4% or $208,178 at 6%; with 100% employer match about $234,200 at 4% or $156,133 at 6%.
200513$688,132$53,822$17,941iApproximate average salary by contribution assumption: employee only about $448,517 at 4% or $299,011 at 6%; with 50% employer match about $299,011 at 4% or $199,341 at 6%; with 100% employer match about $224,258 at 4% or $149,506 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$688,132$53,822$17,941iApproximate average salary by contribution assumption: employee only about $448,517 at 4% or $299,011 at 6%; with 50% employer match about $299,011 at 4% or $199,341 at 6%; with 100% employer match about $224,258 at 4% or $149,506 at 6%.
200413$1,472,483$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$1,472,483$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200313$1,325,437$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$1,325,437$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200223$0$0-
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3---
Loren C. Owensby M.D., P.A. Money Purchase Pension Plan & Trust-0---
200123$1,156,659$40,388$13,463iApproximate average salary by contribution assumption: employee only about $336,567 at 4% or $224,378 at 6%; with 50% employer match about $224,378 at 4% or $149,585 at 6%; with 100% employer match about $168,283 at 4% or $112,189 at 6%.
Loren C. Owensby M.D., P.A. Money Purchase Pension Plan & Trust-3$820,842$20,366$6,789iApproximate average salary by contribution assumption: employee only about $169,717 at 4% or $113,144 at 6%; with 50% employer match about $113,144 at 4% or $75,430 at 6%; with 100% employer match about $84,858 at 4% or $56,572 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$335,817$20,022$6,674iApproximate average salary by contribution assumption: employee only about $166,850 at 4% or $111,233 at 6%; with 50% employer match about $111,233 at 4% or $74,156 at 6%; with 100% employer match about $83,425 at 4% or $55,617 at 6%.
200023$1,151,195$36,018$12,006iApproximate average salary by contribution assumption: employee only about $300,150 at 4% or $200,100 at 6%; with 50% employer match about $200,100 at 4% or $133,400 at 6%; with 100% employer match about $150,075 at 4% or $100,050 at 6%.
Loren C. Owensby M.D., P.A. Money Purchase Pension Plan & Trust-3$835,998$20,670$6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-2$315,197$15,348$7,674iApproximate average salary by contribution assumption: employee only about $191,850 at 4% or $127,900 at 6%; with 50% employer match about $127,900 at 4% or $85,267 at 6%; with 100% employer match about $95,925 at 4% or $63,950 at 6%.
199923$1,168,001$37,849$12,616iApproximate average salary by contribution assumption: employee only about $315,408 at 4% or $210,272 at 6%; with 50% employer match about $210,272 at 4% or $140,181 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%.
Loren C. Owensby M.D., P.A. Money Purchase Pension Plan & Trust-3$845,166$21,020$7,007iApproximate average salary by contribution assumption: employee only about $175,167 at 4% or $116,778 at 6%; with 50% employer match about $116,778 at 4% or $77,852 at 6%; with 100% employer match about $87,583 at 4% or $58,389 at 6%.
Loren C. Owensby M.D., P.A. Profit Sharing Plan & Trust-3$322,835$16,829$5,610iApproximate average salary by contribution assumption: employee only about $140,242 at 4% or $93,494 at 6%; with 50% employer match about $93,494 at 4% or $62,330 at 6%; with 100% employer match about $70,121 at 4% or $46,747 at 6%.