Civic Intelligence

James N. Lindsey, M.D.

Plan context: DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN

EIN 76-0166603 • Houston, TX • 18 filings • 5 plans

6550 Fannin, Suite 961Houston, TX 77030
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$363,175

2017 Contributions

$44,232

Historical Graphs

Total Assets Over Time

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

$794,319$397,160$0200220102016YearValue
$363,175Latest year 2016

Participants Over Time

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

320200120102016YearValue
3Latest year 2016

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
201710$0$0-
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-0$0$0-
201613$363,175$0-
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$363,175$0-
201513$334,872$44,232$14,744iApproximate average salary by contribution assumption: employee only about $368,600 at 4% or $245,733 at 6%; with 50% employer match about $245,733 at 4% or $163,822 at 6%; with 100% employer match about $184,300 at 4% or $122,867 at 6%.
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$334,872$44,232$14,744iApproximate average salary by contribution assumption: employee only about $368,600 at 4% or $245,733 at 6%; with 50% employer match about $245,733 at 4% or $163,822 at 6%; with 100% employer match about $184,300 at 4% or $122,867 at 6%.
201413$313,503$47,393$15,798iApproximate average salary by contribution assumption: employee only about $394,942 at 4% or $263,294 at 6%; with 50% employer match about $263,294 at 4% or $175,530 at 6%; with 100% employer match about $197,471 at 4% or $131,647 at 6%.
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$313,503$47,393$15,798iApproximate average salary by contribution assumption: employee only about $394,942 at 4% or $263,294 at 6%; with 50% employer match about $263,294 at 4% or $175,530 at 6%; with 100% employer match about $197,471 at 4% or $131,647 at 6%.
201313$265,007$48,165$16,055iApproximate average salary by contribution assumption: employee only about $401,375 at 4% or $267,583 at 6%; with 50% employer match about $267,583 at 4% or $178,389 at 6%; with 100% employer match about $200,688 at 4% or $133,792 at 6%.
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$265,007$48,165$16,055iApproximate average salary by contribution assumption: employee only about $401,375 at 4% or $267,583 at 6%; with 50% employer match about $267,583 at 4% or $178,389 at 6%; with 100% employer match about $200,688 at 4% or $133,792 at 6%.
201213$205,355$52,829$17,610iApproximate average salary by contribution assumption: employee only about $440,242 at 4% or $293,494 at 6%; with 50% employer match about $293,494 at 4% or $195,663 at 6%; with 100% employer match about $220,121 at 4% or $146,747 at 6%.
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$205,355$52,829$17,610iApproximate average salary by contribution assumption: employee only about $440,242 at 4% or $293,494 at 6%; with 50% employer match about $293,494 at 4% or $195,663 at 6%; with 100% employer match about $220,121 at 4% or $146,747 at 6%.
201113$146,776$56,347$18,782iApproximate average salary by contribution assumption: employee only about $469,558 at 4% or $313,039 at 6%; with 50% employer match about $313,039 at 4% or $208,693 at 6%; with 100% employer match about $234,779 at 4% or $156,519 at 6%.
DR. JAMES N. LINDSEY 401(K) PROFIT SHARING PLAN-3$146,776$56,347$18,782iApproximate average salary by contribution assumption: employee only about $469,558 at 4% or $313,039 at 6%; with 50% employer match about $313,039 at 4% or $208,693 at 6%; with 100% employer match about $234,779 at 4% or $156,519 at 6%.
201013$92,297$33,782$11,261iApproximate average salary by contribution assumption: employee only about $281,517 at 4% or $187,678 at 6%; with 50% employer match about $187,678 at 4% or $125,119 at 6%; with 100% employer match about $140,758 at 4% or $93,839 at 6%.
James N. Lindsey, M.D. Profit Sharing Plan-3$92,297$33,782$11,261iApproximate average salary by contribution assumption: employee only about $281,517 at 4% or $187,678 at 6%; with 50% employer match about $187,678 at 4% or $125,119 at 6%; with 100% employer match about $140,758 at 4% or $93,839 at 6%.
200810$0$0-
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-0---
200712$794,319$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$794,319$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200612$676,518$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$676,518$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200512$566,013$80,788$40,394iApproximate average salary by contribution assumption: employee only about $1,009,850 at 4% or $673,233 at 6%; with 50% employer match about $673,233 at 4% or $448,822 at 6%; with 100% employer match about $504,925 at 4% or $336,617 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$566,013$80,788$40,394iApproximate average salary by contribution assumption: employee only about $1,009,850 at 4% or $673,233 at 6%; with 50% employer match about $673,233 at 4% or $448,822 at 6%; with 100% employer match about $504,925 at 4% or $336,617 at 6%.
200412$475,983$83,111$41,556iApproximate average salary by contribution assumption: employee only about $1,038,888 at 4% or $692,592 at 6%; with 50% employer match about $692,592 at 4% or $461,728 at 6%; with 100% employer match about $519,444 at 4% or $346,296 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$475,983$83,111$41,556iApproximate average salary by contribution assumption: employee only about $1,038,888 at 4% or $692,592 at 6%; with 50% employer match about $692,592 at 4% or $461,728 at 6%; with 100% employer match about $519,444 at 4% or $346,296 at 6%.
200312$382,733$82,032$41,016iApproximate average salary by contribution assumption: employee only about $1,025,400 at 4% or $683,600 at 6%; with 50% employer match about $683,600 at 4% or $455,733 at 6%; with 100% employer match about $512,700 at 4% or $341,800 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$382,733$82,032$41,016iApproximate average salary by contribution assumption: employee only about $1,025,400 at 4% or $683,600 at 6%; with 50% employer match about $683,600 at 4% or $455,733 at 6%; with 100% employer match about $512,700 at 4% or $341,800 at 6%.
200212$285,015$82,398$41,199iApproximate average salary by contribution assumption: employee only about $1,029,975 at 4% or $686,650 at 6%; with 50% employer match about $686,650 at 4% or $457,767 at 6%; with 100% employer match about $514,988 at 4% or $343,325 at 6%.
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2$285,015$82,398$41,199iApproximate average salary by contribution assumption: employee only about $1,029,975 at 4% or $686,650 at 6%; with 50% employer match about $686,650 at 4% or $457,767 at 6%; with 100% employer match about $514,988 at 4% or $343,325 at 6%.
200112$0$0-
JAMES N. LINDSEY, M.D. DEFINED BENEFIT RETIREMENT PLAN-2---
199920$0$0-
James N. Lindsey, M.D. Profit Sharing Plan-0---
James N. Lindsey, M.D. Money Purchase Plan-0---