Civic Intelligence

Jerry Lugger, M.D. P.A

Plan context: Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan

EIN 75-2005700 • Southlake, TX • 15 filings • 5 plans

3061 W. Southlake Blvd.Suite 130Southlake, TX 76092
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$788,802

2013 Contributions

$4,538

Historical Graphs

Total Assets Over Time

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

$1,212,814$606,407$0199920062013YearValue
$788,802Latest year 2013

Participants Over Time

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

420199920062013YearValue
2Latest year 2013

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
201312$788,802$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-2$788,802$0-
201213$739,137$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$739,137$0-
201113$986,392$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$986,392--
201013$1,165,281$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$1,165,281--
200913$1,212,814$4,538$1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$1,212,814$4,538$1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%.
200813$1,162,349$47,961$15,987iApproximate average salary by contribution assumption: employee only about $399,675 at 4% or $266,450 at 6%; with 50% employer match about $266,450 at 4% or $177,633 at 6%; with 100% employer match about $199,838 at 4% or $133,225 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$1,162,349$47,961$15,987iApproximate average salary by contribution assumption: employee only about $399,675 at 4% or $266,450 at 6%; with 50% employer match about $266,450 at 4% or $177,633 at 6%; with 100% employer match about $199,838 at 4% or $133,225 at 6%.
200713$0$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3---
200613$1,102,414$56,500$18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$1,102,414$56,500$18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%.
200512$988,634$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-2$988,634$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
200412$900,903$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-2$900,903$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200313$841,109$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%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$841,109$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%.
200213$761,810$56,271$18,757iApproximate average salary by contribution assumption: employee only about $468,925 at 4% or $312,617 at 6%; with 50% employer match about $312,617 at 4% or $208,411 at 6%; with 100% employer match about $234,463 at 4% or $156,308 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$761,810$56,271$18,757iApproximate average salary by contribution assumption: employee only about $468,925 at 4% or $312,617 at 6%; with 50% employer match about $312,617 at 4% or $208,411 at 6%; with 100% employer match about $234,463 at 4% or $156,308 at 6%.
200113$0$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3---
200014$885,342$0-
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-4$885,342--
199913$944,626$31,399$10,466iApproximate average salary by contribution assumption: employee only about $261,658 at 4% or $174,439 at 6%; with 50% employer match about $174,439 at 4% or $116,293 at 6%; with 100% employer match about $130,829 at 4% or $87,219 at 6%.
Jerry Lugger, M.D. P.A. Employees Profit Sharing Plan-3$944,626$31,399$10,466iApproximate average salary by contribution assumption: employee only about $261,658 at 4% or $174,439 at 6%; with 50% employer match about $174,439 at 4% or $116,293 at 6%; with 100% employer match about $130,829 at 4% or $87,219 at 6%.