Civic Intelligence

Philip a. Waller, M.D., P.A.

Plan context: Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan

EIN 76-0645491 • Houston, TX • 24 filings • 5 plans

12553 Gulf FreewayHouston, TX 77034
Current Snapshot

Latest Year

2015

2015 Participants

14

2015 Assets

$71,617

2015 Contributions

$3,246

Historical Graphs

Total Assets Over Time

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

$1,683,457$841,729$0200320102014YearValue
$71,617Latest year 2014

Participants Over Time

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

20100200320092014YearValue
14Latest year 2014

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
201510$0$0-
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-0$0$0-
2014214$71,617$3,246$232iApproximate average salary by contribution assumption: employee only about $5,796 at 4% or $3,864 at 6%; with 50% employer match about $3,864 at 4% or $2,576 at 6%; with 100% employer match about $2,898 at 4% or $1,932 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-14$71,617$3,246$232iApproximate average salary by contribution assumption: employee only about $5,796 at 4% or $3,864 at 6%; with 50% employer match about $3,864 at 4% or $2,576 at 6%; with 100% employer match about $2,898 at 4% or $1,932 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-0$0--
2013215$1,683,457$63,775$4,252iApproximate average salary by contribution assumption: employee only about $106,292 at 4% or $70,861 at 6%; with 50% employer match about $70,861 at 4% or $47,241 at 6%; with 100% employer match about $53,146 at 4% or $35,431 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-14$1,074,115$0-
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-15$609,342$63,775$4,252iApproximate average salary by contribution assumption: employee only about $106,292 at 4% or $70,861 at 6%; with 50% employer match about $70,861 at 4% or $47,241 at 6%; with 100% employer match about $53,146 at 4% or $35,431 at 6%.
2012216$1,385,131$48,831$3,052iApproximate average salary by contribution assumption: employee only about $76,298 at 4% or $50,866 at 6%; with 50% employer match about $50,866 at 4% or $33,910 at 6%; with 100% employer match about $38,149 at 4% or $25,433 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-14$868,394$5,000$357iApproximate average salary by contribution assumption: employee only about $8,929 at 4% or $5,952 at 6%; with 50% employer match about $5,952 at 4% or $3,968 at 6%; with 100% employer match about $4,464 at 4% or $2,976 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-16$516,737$43,831$2,739iApproximate average salary by contribution assumption: employee only about $68,486 at 4% or $45,657 at 6%; with 50% employer match about $45,657 at 4% or $30,438 at 6%; with 100% employer match about $34,243 at 4% or $22,829 at 6%.
2011220$1,282,900$22,920$1,146iApproximate average salary by contribution assumption: employee only about $28,650 at 4% or $19,100 at 6%; with 50% employer match about $19,100 at 4% or $12,733 at 6%; with 100% employer match about $14,325 at 4% or $9,550 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-15$834,146$0-
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-20$448,754$22,920$1,146iApproximate average salary by contribution assumption: employee only about $28,650 at 4% or $19,100 at 6%; with 50% employer match about $19,100 at 4% or $12,733 at 6%; with 100% employer match about $14,325 at 4% or $9,550 at 6%.
2010220$1,346,058$81,201$4,060iApproximate average salary by contribution assumption: employee only about $101,501 at 4% or $67,668 at 6%; with 50% employer match about $67,668 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-12$851,777$0-
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-20$494,281$81,201$4,060iApproximate average salary by contribution assumption: employee only about $101,501 at 4% or $67,668 at 6%; with 50% employer match about $67,668 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
2009214$1,129,379$87,590$6,256iApproximate average salary by contribution assumption: employee only about $156,411 at 4% or $104,274 at 6%; with 50% employer match about $104,274 at 4% or $69,516 at 6%; with 100% employer match about $78,205 at 4% or $52,137 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-14$754,018$50,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-7$375,361$37,590$5,370iApproximate average salary by contribution assumption: employee only about $134,250 at 4% or $89,500 at 6%; with 50% employer match about $89,500 at 4% or $59,667 at 6%; with 100% employer match about $67,125 at 4% or $44,750 at 6%.
2008211$0$0-
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-11---
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-9---
200719$0$0-
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-9---
2006211$997,238$170,302$15,482iApproximate average salary by contribution assumption: employee only about $387,050 at 4% or $258,033 at 6%; with 50% employer match about $258,033 at 4% or $172,022 at 6%; with 100% employer match about $193,525 at 4% or $129,017 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-6$644,257$145,343$24,224iApproximate average salary by contribution assumption: employee only about $605,596 at 4% or $403,731 at 6%; with 50% employer match about $403,731 at 4% or $269,154 at 6%; with 100% employer match about $302,798 at 4% or $201,865 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-11$352,981$24,959$2,269iApproximate average salary by contribution assumption: employee only about $56,725 at 4% or $37,817 at 6%; with 50% employer match about $37,817 at 4% or $25,211 at 6%; with 100% employer match about $28,363 at 4% or $18,908 at 6%.
200529$740,209$148,657$16,517iApproximate average salary by contribution assumption: employee only about $412,936 at 4% or $275,291 at 6%; with 50% employer match about $275,291 at 4% or $183,527 at 6%; with 100% employer match about $206,468 at 4% or $137,645 at 6%.
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-9$433,419$148,657$16,517iApproximate average salary by contribution assumption: employee only about $412,936 at 4% or $275,291 at 6%; with 50% employer match about $275,291 at 4% or $183,527 at 6%; with 100% employer match about $206,468 at 4% or $137,645 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-3$306,790--
200426$562,931$136,811$22,802iApproximate average salary by contribution assumption: employee only about $570,046 at 4% or $380,031 at 6%; with 50% employer match about $380,031 at 4% or $253,354 at 6%; with 100% employer match about $285,023 at 4% or $190,015 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-5$293,663--
PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST-6$269,268$136,811$22,802iApproximate average salary by contribution assumption: employee only about $570,046 at 4% or $380,031 at 6%; with 50% employer match about $380,031 at 4% or $253,354 at 6%; with 100% employer match about $285,023 at 4% or $190,015 at 6%.
200325$388,013$114,133$22,827iApproximate average salary by contribution assumption: employee only about $570,665 at 4% or $380,443 at 6%; with 50% employer match about $380,443 at 4% or $253,629 at 6%; with 100% employer match about $285,333 at 4% or $190,222 at 6%.
Philip a. Waller, M.D., P.A. 401(K) Profit Sharing Plan-4$273,880--
PHILIP A WALLER MD PA PENSION PLAN AND TRUST-5$114,133$114,133$22,827iApproximate average salary by contribution assumption: employee only about $570,665 at 4% or $380,443 at 6%; with 50% employer match about $380,443 at 4% or $253,629 at 6%; with 100% employer match about $285,333 at 4% or $190,222 at 6%.