Civic Intelligence

Jerry L. Latham, O.D. PC.

Plan context: Jerry L. Latham, O.D. PC. Profit Sharing Plan

EIN 75-2079503 • Bedford, TX • 23 filings • 3 plans

2600 Harwood RoadBedford, TX 76021
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$1,143,660

2021 Contributions

$81,543

Historical Graphs

Total Assets Over Time

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

$1,175,475$587,738$0199920112020YearValue
$1,143,660Latest year 2020

Participants Over Time

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

1160199920102020YearValue
9Latest year 2020

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
202110$0$0-
Jerry L. Latham, O.D. PC. Profit Sharing Plan-0$0--
202019$1,143,660$81,543$9,060iApproximate average salary by contribution assumption: employee only about $226,508 at 4% or $151,006 at 6%; with 50% employer match about $151,006 at 4% or $100,670 at 6%; with 100% employer match about $113,254 at 4% or $75,503 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-9$1,143,660$81,543$9,060iApproximate average salary by contribution assumption: employee only about $226,508 at 4% or $151,006 at 6%; with 50% employer match about $151,006 at 4% or $100,670 at 6%; with 100% employer match about $113,254 at 4% or $75,503 at 6%.
2019111$1,114,297$69,289$6,299iApproximate average salary by contribution assumption: employee only about $157,475 at 4% or $104,983 at 6%; with 50% employer match about $104,983 at 4% or $69,989 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-11$1,114,297$69,289$6,299iApproximate average salary by contribution assumption: employee only about $157,475 at 4% or $104,983 at 6%; with 50% employer match about $104,983 at 4% or $69,989 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%.
201817$866,933$63,094$9,013iApproximate average salary by contribution assumption: employee only about $225,336 at 4% or $150,224 at 6%; with 50% employer match about $150,224 at 4% or $100,149 at 6%; with 100% employer match about $112,668 at 4% or $75,112 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-7$866,933$63,094$9,013iApproximate average salary by contribution assumption: employee only about $225,336 at 4% or $150,224 at 6%; with 50% employer match about $150,224 at 4% or $100,149 at 6%; with 100% employer match about $112,668 at 4% or $75,112 at 6%.
201717$847,839$65,511$9,359iApproximate average salary by contribution assumption: employee only about $233,968 at 4% or $155,979 at 6%; with 50% employer match about $155,979 at 4% or $103,986 at 6%; with 100% employer match about $116,984 at 4% or $77,989 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-7$847,839$65,511$9,359iApproximate average salary by contribution assumption: employee only about $233,968 at 4% or $155,979 at 6%; with 50% employer match about $155,979 at 4% or $103,986 at 6%; with 100% employer match about $116,984 at 4% or $77,989 at 6%.
201617$688,538$63,498$9,071iApproximate average salary by contribution assumption: employee only about $226,779 at 4% or $151,186 at 6%; with 50% employer match about $151,186 at 4% or $100,790 at 6%; with 100% employer match about $113,389 at 4% or $75,593 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-7$688,538$63,498$9,071iApproximate average salary by contribution assumption: employee only about $226,779 at 4% or $151,186 at 6%; with 50% employer match about $151,186 at 4% or $100,790 at 6%; with 100% employer match about $113,389 at 4% or $75,593 at 6%.
201515$632,722$60,786$12,157iApproximate average salary by contribution assumption: employee only about $303,930 at 4% or $202,620 at 6%; with 50% employer match about $202,620 at 4% or $135,080 at 6%; with 100% employer match about $151,965 at 4% or $101,310 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-5$632,722$60,786$12,157iApproximate average salary by contribution assumption: employee only about $303,930 at 4% or $202,620 at 6%; with 50% employer match about $202,620 at 4% or $135,080 at 6%; with 100% employer match about $151,965 at 4% or $101,310 at 6%.
201416$566,229$60,925$10,154iApproximate average salary by contribution assumption: employee only about $253,854 at 4% or $169,236 at 6%; with 50% employer match about $169,236 at 4% or $112,824 at 6%; with 100% employer match about $126,927 at 4% or $84,618 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-6$566,229$60,925$10,154iApproximate average salary by contribution assumption: employee only about $253,854 at 4% or $169,236 at 6%; with 50% employer match about $169,236 at 4% or $112,824 at 6%; with 100% employer match about $126,927 at 4% or $84,618 at 6%.
201319$454,055$64,720$7,191iApproximate average salary by contribution assumption: employee only about $179,778 at 4% or $119,852 at 6%; with 50% employer match about $119,852 at 4% or $79,901 at 6%; with 100% employer match about $89,889 at 4% or $59,926 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-9$454,055$64,720$7,191iApproximate average salary by contribution assumption: employee only about $179,778 at 4% or $119,852 at 6%; with 50% employer match about $119,852 at 4% or $79,901 at 6%; with 100% employer match about $89,889 at 4% or $59,926 at 6%.
201217$319,060$60,280$8,611iApproximate average salary by contribution assumption: employee only about $215,286 at 4% or $143,524 at 6%; with 50% employer match about $143,524 at 4% or $95,683 at 6%; with 100% employer match about $107,643 at 4% or $71,762 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-7$319,060$60,280$8,611iApproximate average salary by contribution assumption: employee only about $215,286 at 4% or $143,524 at 6%; with 50% employer match about $143,524 at 4% or $95,683 at 6%; with 100% employer match about $107,643 at 4% or $71,762 at 6%.
201118$318,445$58,920$7,365iApproximate average salary by contribution assumption: employee only about $184,125 at 4% or $122,750 at 6%; with 50% employer match about $122,750 at 4% or $81,833 at 6%; with 100% employer match about $92,063 at 4% or $61,375 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-8$318,445$58,920$7,365iApproximate average salary by contribution assumption: employee only about $184,125 at 4% or $122,750 at 6%; with 50% employer match about $122,750 at 4% or $81,833 at 6%; with 100% employer match about $92,063 at 4% or $61,375 at 6%.
201018$1,175,475$0-
Jerry L. Latham, O.D. PC. Profit Sharing Plan-8$1,175,475--
200919$1,090,478$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-9$1,090,478$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
200819$843,177$45,000$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%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-9$843,177$45,000$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%.
200719$0$0-
Jerry L. Latham, O.D. PC. Profit Sharing Plan-9---
200618$1,061,384$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-8$1,061,384$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
200518$858,933$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%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-8$858,933$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%.
200416$737,330$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-6$737,330$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200316$605,925$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-6$605,925$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
200217$450,149$35,000$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%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-7$450,149$35,000$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%.
200116$0$0-
Jerry L. Latham, O.D. PC. Profit Sharing Plan-6---
200014$505,464$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-4$505,464$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
199915$492,922$41,000$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
Jerry L. Latham, O.D. PC. Profit Sharing Plan-5$492,922$41,000$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.