Civic Intelligence

J. Dan Carter, M.D., P.A.

Plan context: J. Dan Carter, M.D., P.A. Profit Sharing Plan

EIN 75-1663705 • Lufkin, TX • 15 filings • 5 plans

409 Gaslight Boulevard Suite 2Lufkin, TX 75904-3158
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$14,444,460

2011 Contributions

$58,792

Historical Graphs

Total Assets Over Time

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

$14,444,460$7,222,230$0199920042010YearValue
$14,444,460Latest year 2010

Participants Over Time

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

630199920042010YearValue
5Latest year 2010

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
201110$0$0-
J. Dan Carter, M.D., P.A. Profit Sharing Plan-0---
201035$14,444,460$0-
J. Dan Carter, M.D., P.A. Profit Sharing Plan-5$14,444,460--
J DAN CARTER, M.D. PA RETIREMENT PLAN-0$0--
J DAN CARTER, MD, PA RETIREMENT PLAN-0$0--
200926$1,455,460$58,792$9,799iApproximate average salary by contribution assumption: employee only about $244,967 at 4% or $163,311 at 6%; with 50% employer match about $163,311 at 4% or $108,874 at 6%; with 100% employer match about $122,483 at 4% or $81,656 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-6$1,396,668$0-
J. DAN CARTER, MD, PA RETIREMENT PLAN-5$58,792$58,792$11,758iApproximate average salary by contribution assumption: employee only about $293,960 at 4% or $195,973 at 6%; with 50% employer match about $195,973 at 4% or $130,649 at 6%; with 100% employer match about $146,980 at 4% or $97,987 at 6%.
200814$0$0-
J. Dan Carter, M.D., P.A. Profit Sharing Plan-4---
200615$1,423,133$79,455$15,891iApproximate average salary by contribution assumption: employee only about $397,275 at 4% or $264,850 at 6%; with 50% employer match about $264,850 at 4% or $176,567 at 6%; with 100% employer match about $198,638 at 4% or $132,425 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-5$1,423,133$79,455$15,891iApproximate average salary by contribution assumption: employee only about $397,275 at 4% or $264,850 at 6%; with 50% employer match about $264,850 at 4% or $176,567 at 6%; with 100% employer match about $198,638 at 4% or $132,425 at 6%.
200515$1,238,692$72,628$14,526iApproximate average salary by contribution assumption: employee only about $363,140 at 4% or $242,093 at 6%; with 50% employer match about $242,093 at 4% or $161,396 at 6%; with 100% employer match about $181,570 at 4% or $121,047 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-5$1,238,692$72,628$14,526iApproximate average salary by contribution assumption: employee only about $363,140 at 4% or $242,093 at 6%; with 50% employer match about $242,093 at 4% or $161,396 at 6%; with 100% employer match about $181,570 at 4% or $121,047 at 6%.
200415$1,243,050$70,086$14,017iApproximate average salary by contribution assumption: employee only about $350,430 at 4% or $233,620 at 6%; with 50% employer match about $233,620 at 4% or $155,747 at 6%; with 100% employer match about $175,215 at 4% or $116,810 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-5$1,243,050$70,086$14,017iApproximate average salary by contribution assumption: employee only about $350,430 at 4% or $233,620 at 6%; with 50% employer match about $233,620 at 4% or $155,747 at 6%; with 100% employer match about $175,215 at 4% or $116,810 at 6%.
200315$1,120,106$69,892$13,978iApproximate average salary by contribution assumption: employee only about $349,460 at 4% or $232,973 at 6%; with 50% employer match about $232,973 at 4% or $155,316 at 6%; with 100% employer match about $174,730 at 4% or $116,487 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-5$1,120,106$69,892$13,978iApproximate average salary by contribution assumption: employee only about $349,460 at 4% or $232,973 at 6%; with 50% employer match about $232,973 at 4% or $155,316 at 6%; with 100% employer match about $174,730 at 4% or $116,487 at 6%.
200214$750,656$80,098$20,025iApproximate average salary by contribution assumption: employee only about $500,613 at 4% or $333,742 at 6%; with 50% employer match about $333,742 at 4% or $222,494 at 6%; with 100% employer match about $250,306 at 4% or $166,871 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-4$750,656$80,098$20,025iApproximate average salary by contribution assumption: employee only about $500,613 at 4% or $333,742 at 6%; with 50% employer match about $333,742 at 4% or $222,494 at 6%; with 100% employer match about $250,306 at 4% or $166,871 at 6%.
200113$0$0-
J. Dan Carter, M.D., P.A. Profit Sharing Plan-3---
200014$1,286,337$47,873$11,968iApproximate average salary by contribution assumption: employee only about $299,206 at 4% or $199,471 at 6%; with 50% employer match about $199,471 at 4% or $132,981 at 6%; with 100% employer match about $149,603 at 4% or $99,735 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-4$1,286,337$47,873$11,968iApproximate average salary by contribution assumption: employee only about $299,206 at 4% or $199,471 at 6%; with 50% employer match about $199,471 at 4% or $132,981 at 6%; with 100% employer match about $149,603 at 4% or $99,735 at 6%.
199914$1,888,201$44,516$11,129iApproximate average salary by contribution assumption: employee only about $278,225 at 4% or $185,483 at 6%; with 50% employer match about $185,483 at 4% or $123,656 at 6%; with 100% employer match about $139,113 at 4% or $92,742 at 6%.
J. Dan Carter, M.D., P.A. Profit Sharing Plan-4$1,888,201$44,516$11,129iApproximate average salary by contribution assumption: employee only about $278,225 at 4% or $185,483 at 6%; with 50% employer match about $185,483 at 4% or $123,656 at 6%; with 100% employer match about $139,113 at 4% or $92,742 at 6%.