Civic Intelligence

William R. Lumry, M.D., P.A.

Plan context: William R. Lumry, M.D., P.A. Profit Sharing Plan

EIN 75-2075977 • Dallas, TX • 23 filings • 1 plans

10100 N. Central Expwy., Suite 100Dallas, TX 75231
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$4,847,278

2022 Contributions

$1,428

Historical Graphs

Total Assets Over Time

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

$4,847,278$2,423,639$0199920122021YearValue
$4,847,278Latest year 2021

Participants Over Time

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

1890199920112021YearValue
13Latest year 2021

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
202210$0$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-0---
2021113$4,847,278$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-13$4,847,278--
2020114$4,168,575$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-14$4,168,575--
2019114$4,013,115$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-14$4,013,115--
2018115$3,487,231$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$3,487,231--
2017114$3,776,666$1,428$102iApproximate average salary by contribution assumption: employee only about $2,550 at 4% or $1,700 at 6%; with 50% employer match about $1,700 at 4% or $1,133 at 6%; with 100% employer match about $1,275 at 4% or $850 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-14$3,776,666$1,428$102iApproximate average salary by contribution assumption: employee only about $2,550 at 4% or $1,700 at 6%; with 50% employer match about $1,700 at 4% or $1,133 at 6%; with 100% employer match about $1,275 at 4% or $850 at 6%.
2016112$3,402,488$81,211$6,768iApproximate average salary by contribution assumption: employee only about $169,190 at 4% or $112,793 at 6%; with 50% employer match about $112,793 at 4% or $75,195 at 6%; with 100% employer match about $84,595 at 4% or $56,397 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-12$3,402,488$81,211$6,768iApproximate average salary by contribution assumption: employee only about $169,190 at 4% or $112,793 at 6%; with 50% employer match about $112,793 at 4% or $75,195 at 6%; with 100% employer match about $84,595 at 4% or $56,397 at 6%.
2015113$3,066,708$78,849$6,065iApproximate average salary by contribution assumption: employee only about $151,633 at 4% or $101,088 at 6%; with 50% employer match about $101,088 at 4% or $67,392 at 6%; with 100% employer match about $75,816 at 4% or $50,544 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-13$3,066,708$78,849$6,065iApproximate average salary by contribution assumption: employee only about $151,633 at 4% or $101,088 at 6%; with 50% employer match about $101,088 at 4% or $67,392 at 6%; with 100% employer match about $75,816 at 4% or $50,544 at 6%.
2014118$3,247,598$90,755$5,042iApproximate average salary by contribution assumption: employee only about $126,049 at 4% or $84,032 at 6%; with 50% employer match about $84,032 at 4% or $56,022 at 6%; with 100% employer match about $63,024 at 4% or $42,016 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-18$3,247,598$90,755$5,042iApproximate average salary by contribution assumption: employee only about $126,049 at 4% or $84,032 at 6%; with 50% employer match about $84,032 at 4% or $56,022 at 6%; with 100% employer match about $63,024 at 4% or $42,016 at 6%.
2013114$3,047,907$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-14$3,047,907$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
2012117$2,483,031$79,574$4,681iApproximate average salary by contribution assumption: employee only about $117,021 at 4% or $78,014 at 6%; with 50% employer match about $78,014 at 4% or $52,009 at 6%; with 100% employer match about $58,510 at 4% or $39,007 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-17$2,483,031$79,574$4,681iApproximate average salary by contribution assumption: employee only about $117,021 at 4% or $78,014 at 6%; with 50% employer match about $78,014 at 4% or $52,009 at 6%; with 100% employer match about $58,510 at 4% or $39,007 at 6%.
2011117$2,121,224$77,035$4,531iApproximate average salary by contribution assumption: employee only about $113,287 at 4% or $75,525 at 6%; with 50% employer match about $75,525 at 4% or $50,350 at 6%; with 100% employer match about $56,643 at 4% or $37,762 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-17$2,121,224$77,035$4,531iApproximate average salary by contribution assumption: employee only about $113,287 at 4% or $75,525 at 6%; with 50% employer match about $75,525 at 4% or $50,350 at 6%; with 100% employer match about $56,643 at 4% or $37,762 at 6%.
2010117$2,118,579$83,860$4,933iApproximate average salary by contribution assumption: employee only about $123,324 at 4% or $82,216 at 6%; with 50% employer match about $82,216 at 4% or $54,810 at 6%; with 100% employer match about $61,662 at 4% or $41,108 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-17$2,118,579$83,860$4,933iApproximate average salary by contribution assumption: employee only about $123,324 at 4% or $82,216 at 6%; with 50% employer match about $82,216 at 4% or $54,810 at 6%; with 100% employer match about $61,662 at 4% or $41,108 at 6%.
2009115$1,644,206$77,365$5,158iApproximate average salary by contribution assumption: employee only about $128,942 at 4% or $85,961 at 6%; with 50% employer match about $85,961 at 4% or $57,307 at 6%; with 100% employer match about $64,471 at 4% or $42,981 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$1,644,206$77,365$5,158iApproximate average salary by contribution assumption: employee only about $128,942 at 4% or $85,961 at 6%; with 50% employer match about $85,961 at 4% or $57,307 at 6%; with 100% employer match about $64,471 at 4% or $42,981 at 6%.
2008117$1,490,023$69,679$4,099iApproximate average salary by contribution assumption: employee only about $102,469 at 4% or $68,313 at 6%; with 50% employer match about $68,313 at 4% or $45,542 at 6%; with 100% employer match about $51,235 at 4% or $34,156 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-17$1,490,023$69,679$4,099iApproximate average salary by contribution assumption: employee only about $102,469 at 4% or $68,313 at 6%; with 50% employer match about $68,313 at 4% or $45,542 at 6%; with 100% employer match about $51,235 at 4% or $34,156 at 6%.
2007117$0$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-17---
2006115$1,752,750$65,556$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$1,752,750$65,556$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
2005115$1,535,245$63,444$4,230iApproximate average salary by contribution assumption: employee only about $105,740 at 4% or $70,493 at 6%; with 50% employer match about $70,493 at 4% or $46,996 at 6%; with 100% employer match about $52,870 at 4% or $35,247 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$1,535,245$63,444$4,230iApproximate average salary by contribution assumption: employee only about $105,740 at 4% or $70,493 at 6%; with 50% employer match about $70,493 at 4% or $46,996 at 6%; with 100% employer match about $52,870 at 4% or $35,247 at 6%.
2004115$1,370,412$62,378$4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,309 at 6%; with 50% employer match about $69,309 at 4% or $46,206 at 6%; with 100% employer match about $51,982 at 4% or $34,654 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$1,370,412$62,378$4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,309 at 6%; with 50% employer match about $69,309 at 4% or $46,206 at 6%; with 100% employer match about $51,982 at 4% or $34,654 at 6%.
2003115$1,230,285$65,089$4,339iApproximate average salary by contribution assumption: employee only about $108,482 at 4% or $72,321 at 6%; with 50% employer match about $72,321 at 4% or $48,214 at 6%; with 100% employer match about $54,241 at 4% or $36,161 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-15$1,230,285$65,089$4,339iApproximate average salary by contribution assumption: employee only about $108,482 at 4% or $72,321 at 6%; with 50% employer match about $72,321 at 4% or $48,214 at 6%; with 100% employer match about $54,241 at 4% or $36,161 at 6%.
2002115$0$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-15---
2001113$0$0-
William R. Lumry, M.D., P.A. Profit Sharing Plan-13---
199918$1,284,040$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William R. Lumry, M.D., P.A. Profit Sharing Plan-8$1,284,040$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.