Civic Intelligence

Josephine T. Win, M.D., P.A.

Plan context: Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust

EIN 75-2603970 • Plano, TX • 28 filings • 11 plans

4517 Lancelot DrivePlano, TX 75080
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$60,164

2017 Contributions

$27,000

Historical Graphs

Total Assets Over Time

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

$965,416$482,708$0199920082017YearValue
$60,164Latest year 2017

Participants Over Time

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

1260199920082017YearValue
8Latest year 2017

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
201728$60,164$0-
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-8$60,164$0-
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-0$0$0-
201619$965,416$27,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-9$965,416$27,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201519$768,174$35,585$3,954iApproximate average salary by contribution assumption: employee only about $98,847 at 4% or $65,898 at 6%; with 50% employer match about $65,898 at 4% or $43,932 at 6%; with 100% employer match about $49,424 at 4% or $32,949 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-9$768,174$35,585$3,954iApproximate average salary by contribution assumption: employee only about $98,847 at 4% or $65,898 at 6%; with 50% employer match about $65,898 at 4% or $43,932 at 6%; with 100% employer match about $49,424 at 4% or $32,949 at 6%.
2014110$923,436$64,286$6,429iApproximate average salary by contribution assumption: employee only about $160,715 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-10$923,436$64,286$6,429iApproximate average salary by contribution assumption: employee only about $160,715 at 4% or $107,143 at 6%; with 50% employer match about $107,143 at 4% or $71,429 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
2013110$914,705$64,459$6,446iApproximate average salary by contribution assumption: employee only about $161,148 at 4% or $107,432 at 6%; with 50% employer match about $107,432 at 4% or $71,621 at 6%; with 100% employer match about $80,574 at 4% or $53,716 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-10$914,705$64,459$6,446iApproximate average salary by contribution assumption: employee only about $161,148 at 4% or $107,432 at 6%; with 50% employer match about $107,432 at 4% or $71,621 at 6%; with 100% employer match about $80,574 at 4% or $53,716 at 6%.
201219$710,690$38,506$4,278iApproximate average salary by contribution assumption: employee only about $106,961 at 4% or $71,307 at 6%; with 50% employer match about $71,307 at 4% or $47,538 at 6%; with 100% employer match about $53,481 at 4% or $35,654 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-9$710,690$38,506$4,278iApproximate average salary by contribution assumption: employee only about $106,961 at 4% or $71,307 at 6%; with 50% employer match about $71,307 at 4% or $47,538 at 6%; with 100% employer match about $53,481 at 4% or $35,654 at 6%.
2011110$556,341$52,885$5,289iApproximate average salary by contribution assumption: employee only about $132,213 at 4% or $88,142 at 6%; with 50% employer match about $88,142 at 4% or $58,761 at 6%; with 100% employer match about $66,106 at 4% or $44,071 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-10$556,341$52,885$5,289iApproximate average salary by contribution assumption: employee only about $132,213 at 4% or $88,142 at 6%; with 50% employer match about $88,142 at 4% or $58,761 at 6%; with 100% employer match about $66,106 at 4% or $44,071 at 6%.
2010212$651,561$347,070$28,923iApproximate average salary by contribution assumption: employee only about $723,063 at 4% or $482,042 at 6%; with 50% employer match about $482,042 at 4% or $321,361 at 6%; with 100% employer match about $361,531 at 4% or $241,021 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-12$651,561$347,070$28,923iApproximate average salary by contribution assumption: employee only about $723,063 at 4% or $482,042 at 6%; with 50% employer match about $482,042 at 4% or $321,361 at 6%; with 100% employer match about $361,531 at 4% or $241,021 at 6%.
JOSEPHINE T. WIN, M.D., P.A. NEW COMPARABILITY CASH BALANCE PLAN-0$0--
200929$534,030$144,782$16,087iApproximate average salary by contribution assumption: employee only about $402,172 at 4% or $268,115 at 6%; with 50% employer match about $268,115 at 4% or $178,743 at 6%; with 100% employer match about $201,086 at 4% or $134,057 at 6%.
JOSEPHINE T. WIN, M.D., P.A. NEW COMPARABILITY CASH BALANCE PLAN-9$276,019$105,183$11,687iApproximate average salary by contribution assumption: employee only about $292,175 at 4% or $194,783 at 6%; with 50% employer match about $194,783 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-9$258,011$39,599$4,400iApproximate average salary by contribution assumption: employee only about $109,997 at 4% or $73,331 at 6%; with 50% employer match about $73,331 at 4% or $48,888 at 6%; with 100% employer match about $54,999 at 4% or $36,666 at 6%.
200827$271,429$144,526$20,647iApproximate average salary by contribution assumption: employee only about $516,164 at 4% or $344,110 at 6%; with 50% employer match about $344,110 at 4% or $229,406 at 6%; with 100% employer match about $258,082 at 4% or $172,055 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-7$172,735$45,833$6,548iApproximate average salary by contribution assumption: employee only about $163,689 at 4% or $109,126 at 6%; with 50% employer match about $109,126 at 4% or $72,751 at 6%; with 100% employer match about $81,845 at 4% or $54,563 at 6%.
JOSEPHINE T. WIN, M.D., P.A. NEW COMPARABILITY CASH BALANCE PLAN-7$98,694$98,693$14,099iApproximate average salary by contribution assumption: employee only about $352,475 at 4% or $234,983 at 6%; with 50% employer match about $234,983 at 4% or $156,656 at 6%; with 100% employer match about $176,238 at 4% or $117,492 at 6%.
200716$213,449$2,510$418iApproximate average salary by contribution assumption: employee only about $10,458 at 4% or $6,972 at 6%; with 50% employer match about $6,972 at 4% or $4,648 at 6%; with 100% employer match about $5,229 at 4% or $3,486 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-6$213,449$2,510$418iApproximate average salary by contribution assumption: employee only about $10,458 at 4% or $6,972 at 6%; with 50% employer match about $6,972 at 4% or $4,648 at 6%; with 100% employer match about $5,229 at 4% or $3,486 at 6%.
200617$183,834$3,230$461iApproximate average salary by contribution assumption: employee only about $11,536 at 4% or $7,690 at 6%; with 50% employer match about $7,690 at 4% or $5,127 at 6%; with 100% employer match about $5,768 at 4% or $3,845 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-7$183,834$3,230$461iApproximate average salary by contribution assumption: employee only about $11,536 at 4% or $7,690 at 6%; with 50% employer match about $7,690 at 4% or $5,127 at 6%; with 100% employer match about $5,768 at 4% or $3,845 at 6%.
200517$156,052$2,400$343iApproximate average salary by contribution assumption: employee only about $8,571 at 4% or $5,714 at 6%; with 50% employer match about $5,714 at 4% or $3,810 at 6%; with 100% employer match about $4,286 at 4% or $2,857 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-7$156,052$2,400$343iApproximate average salary by contribution assumption: employee only about $8,571 at 4% or $5,714 at 6%; with 50% employer match about $5,714 at 4% or $3,810 at 6%; with 100% employer match about $4,286 at 4% or $2,857 at 6%.
200418$144,771$2,300$288iApproximate average salary by contribution assumption: employee only about $7,188 at 4% or $4,792 at 6%; with 50% employer match about $4,792 at 4% or $3,194 at 6%; with 100% employer match about $3,594 at 4% or $2,396 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-8$144,771$2,300$288iApproximate average salary by contribution assumption: employee only about $7,188 at 4% or $4,792 at 6%; with 50% employer match about $4,792 at 4% or $3,194 at 6%; with 100% employer match about $3,594 at 4% or $2,396 at 6%.
200317$133,790$0-
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-7$133,790--
200223$110,547$2,109$703iApproximate average salary by contribution assumption: employee only about $17,575 at 4% or $11,717 at 6%; with 50% employer match about $11,717 at 4% or $7,811 at 6%; with 100% employer match about $8,788 at 4% or $5,858 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-3$110,547--
Josephine T. Win, M.D., P.A., Money Purchase Pension Plan and Trust-0-$2,109-
200126$42,330$15,187$2,531iApproximate average salary by contribution assumption: employee only about $63,279 at 4% or $42,186 at 6%; with 50% employer match about $42,186 at 4% or $28,124 at 6%; with 100% employer match about $31,640 at 4% or $21,093 at 6%.
Josephine T. Win, M.D., P.A., Money Purchase Pension Plan and Trust-5$42,330$15,187$3,037iApproximate average salary by contribution assumption: employee only about $75,935 at 4% or $50,623 at 6%; with 50% employer match about $50,623 at 4% or $33,749 at 6%; with 100% employer match about $37,968 at 4% or $25,312 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-6---
200035$201,429$43,860$8,772iApproximate average salary by contribution assumption: employee only about $219,300 at 4% or $146,200 at 6%; with 50% employer match about $146,200 at 4% or $97,467 at 6%; with 100% employer match about $109,650 at 4% or $73,100 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-5$150,605$31,428$6,286iApproximate average salary by contribution assumption: employee only about $157,140 at 4% or $104,760 at 6%; with 50% employer match about $104,760 at 4% or $69,840 at 6%; with 100% employer match about $78,570 at 4% or $52,380 at 6%.
Josephine T. Win, M.D., P.A., Money Purchase Pension Plan and Trust-5$50,824$12,432$2,486iApproximate average salary by contribution assumption: employee only about $62,160 at 4% or $41,440 at 6%; with 50% employer match about $41,440 at 4% or $27,627 at 6%; with 100% employer match about $31,080 at 4% or $20,720 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-4---
199924$207,297$39,016$9,754iApproximate average salary by contribution assumption: employee only about $243,850 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,925 at 4% or $81,283 at 6%.
Josephine T. Win, M.D., P.A., Profit Sharing Plan and Trust-4$144,558$28,056$7,014iApproximate average salary by contribution assumption: employee only about $175,350 at 4% or $116,900 at 6%; with 50% employer match about $116,900 at 4% or $77,933 at 6%; with 100% employer match about $87,675 at 4% or $58,450 at 6%.
Josephine T. Win, M.D., P.A., Money Purchase Pension Plan and Trust-4$62,739$10,960$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.