Civic Intelligence

Phillip E. Williams, Jr., M.D. & Associates

Plan context: Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust

EIN 75-1600944 • Dallas, TX • 15 filings • 2 plans

8335 Walnut Hill Lane, Suite 225Dallas, TX 75231
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$288,236

2020 Contributions

$1,030

Historical Graphs

Total Assets Over Time

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

$1,180,879$590,440$0199920062019YearValue
$288,236Latest year 2019

Participants Over Time

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

530199920062019YearValue
3Latest year 2019

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
202010$0$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-0$0$0-
201913$288,236$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-3$288,236$0-
201813$336,336$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-3$336,336$0-
201713$466,272$1,030$343iApproximate average salary by contribution assumption: employee only about $8,583 at 4% or $5,722 at 6%; with 50% employer match about $5,722 at 4% or $3,815 at 6%; with 100% employer match about $4,292 at 4% or $2,861 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-3$466,272$1,030$343iApproximate average salary by contribution assumption: employee only about $8,583 at 4% or $5,722 at 6%; with 50% employer match about $5,722 at 4% or $3,815 at 6%; with 100% employer match about $4,292 at 4% or $2,861 at 6%.
201613$531,695$12,000$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%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-3$531,695$12,000$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%.
200814$0$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-4---
200714$0$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-4---
200611$1,018,698$2,135$2,135iApproximate average salary by contribution assumption: employee only about $53,375 at 4% or $35,583 at 6%; with 50% employer match about $35,583 at 4% or $23,722 at 6%; with 100% employer match about $26,688 at 4% or $17,792 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-1$1,018,698$2,135$2,135iApproximate average salary by contribution assumption: employee only about $53,375 at 4% or $35,583 at 6%; with 50% employer match about $35,583 at 4% or $23,722 at 6%; with 100% employer match about $26,688 at 4% or $17,792 at 6%.
200511$858,597$3,937$3,937iApproximate average salary by contribution assumption: employee only about $98,425 at 4% or $65,617 at 6%; with 50% employer match about $65,617 at 4% or $43,744 at 6%; with 100% employer match about $49,213 at 4% or $32,808 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-1$858,597$3,937$3,937iApproximate average salary by contribution assumption: employee only about $98,425 at 4% or $65,617 at 6%; with 50% employer match about $65,617 at 4% or $43,744 at 6%; with 100% employer match about $49,213 at 4% or $32,808 at 6%.
200411$881,623$17,029$17,029iApproximate average salary by contribution assumption: employee only about $425,725 at 4% or $283,817 at 6%; with 50% employer match about $283,817 at 4% or $189,211 at 6%; with 100% employer match about $212,863 at 4% or $141,908 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-1$881,623$17,029$17,029iApproximate average salary by contribution assumption: employee only about $425,725 at 4% or $283,817 at 6%; with 50% employer match about $283,817 at 4% or $189,211 at 6%; with 100% employer match about $212,863 at 4% or $141,908 at 6%.
200313$886,235$42,659$14,220iApproximate average salary by contribution assumption: employee only about $355,492 at 4% or $236,994 at 6%; with 50% employer match about $236,994 at 4% or $157,996 at 6%; with 100% employer match about $177,746 at 4% or $118,497 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-3$886,235$42,659$14,220iApproximate average salary by contribution assumption: employee only about $355,492 at 4% or $236,994 at 6%; with 50% employer match about $236,994 at 4% or $157,996 at 6%; with 100% employer match about $177,746 at 4% or $118,497 at 6%.
200214$839,221$44,945$11,236iApproximate average salary by contribution assumption: employee only about $280,906 at 4% or $187,271 at 6%; with 50% employer match about $187,271 at 4% or $124,847 at 6%; with 100% employer match about $140,453 at 4% or $93,635 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-4$839,221$44,945$11,236iApproximate average salary by contribution assumption: employee only about $280,906 at 4% or $187,271 at 6%; with 50% employer match about $187,271 at 4% or $124,847 at 6%; with 100% employer match about $140,453 at 4% or $93,635 at 6%.
200114$0$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-4---
200014$0$0-
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-4---
199915$1,180,879$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Phillip E. Williams, Jr., M.D. & Associates Profit Sharing Trust-5$1,180,879$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.