Civic Intelligence

Dr. Monte R Bosch & Assoc PC

Plan context: Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust

EIN 86-0396942 • Sun City, AZ • 24 filings • 10 plans

12611 N. 103rd Avenue, Suite BSun City, AZ 85351
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$2,030,012

2011 Contributions

$414,300

Historical Graphs

Total Assets Over Time

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

$2,522,177$1,261,089$0199920062011YearValue
$2,030,012Latest year 2011

Participants Over Time

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

320199920062011YearValue
1Latest year 2011

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
201111$2,030,012$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$2,030,012--
201021$2,040,180$414,300$414,300iApproximate average salary by contribution assumption: employee only about $10,357,500 at 4% or $6,905,000 at 6%; with 50% employer match about $6,905,000 at 4% or $4,603,333 at 6%; with 100% employer match about $5,178,750 at 4% or $3,452,500 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$2,040,180$414,300$414,300iApproximate average salary by contribution assumption: employee only about $10,357,500 at 4% or $6,905,000 at 6%; with 50% employer match about $6,905,000 at 4% or $4,603,333 at 6%; with 100% employer match about $5,178,750 at 4% or $3,452,500 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-0$0$0-
200923$2,157,474$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,692,104--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-3$465,370--
200821$1,676,222$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,676,222--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1---
200722$0$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1---
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-2---
200623$2,522,177$72,325$24,108iApproximate average salary by contribution assumption: employee only about $602,708 at 4% or $401,806 at 6%; with 50% employer match about $401,806 at 4% or $267,870 at 6%; with 100% employer match about $301,354 at 4% or $200,903 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-2$2,060,929--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-3$461,248$72,325$24,108iApproximate average salary by contribution assumption: employee only about $602,708 at 4% or $401,806 at 6%; with 50% employer match about $401,806 at 4% or $267,870 at 6%; with 100% employer match about $301,354 at 4% or $200,903 at 6%.
200523$2,252,718$139,638$46,546iApproximate average salary by contribution assumption: employee only about $1,163,650 at 4% or $775,767 at 6%; with 50% employer match about $775,767 at 4% or $517,178 at 6%; with 100% employer match about $581,825 at 4% or $387,883 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-2$1,887,532--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-3$365,186$139,638$46,546iApproximate average salary by contribution assumption: employee only about $1,163,650 at 4% or $775,767 at 6%; with 50% employer match about $775,767 at 4% or $517,178 at 6%; with 100% employer match about $581,825 at 4% or $387,883 at 6%.
200433$2,088,442$135,450$45,150iApproximate average salary by contribution assumption: employee only about $1,128,750 at 4% or $752,500 at 6%; with 50% employer match about $752,500 at 4% or $501,667 at 6%; with 100% employer match about $564,375 at 4% or $376,250 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,865,693--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-3$222,749$135,450$45,150iApproximate average salary by contribution assumption: employee only about $1,128,750 at 4% or $752,500 at 6%; with 50% employer match about $752,500 at 4% or $501,667 at 6%; with 100% employer match about $564,375 at 4% or $376,250 at 6%.
Dr. Monte R. Bosch PC Money Purchase Pension Plan-0---
200321$1,685,418$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,577,896--
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$107,522--
200122$0$0-
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-2---
Dr. Monte R. Bosch PC Money Purchase Pension Plan-2---
200022$1,575,901$2,375$1,188iApproximate average salary by contribution assumption: employee only about $29,688 at 4% or $19,792 at 6%; with 50% employer match about $19,792 at 4% or $13,194 at 6%; with 100% employer match about $14,844 at 4% or $9,896 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,531,074--
Dr. Monte R. Bosch PC Money Purchase Pension Plan-2$44,827$2,375$1,188iApproximate average salary by contribution assumption: employee only about $29,688 at 4% or $19,792 at 6%; with 50% employer match about $19,792 at 4% or $13,194 at 6%; with 100% employer match about $14,844 at 4% or $9,896 at 6%.
199922$1,573,327$3,110$1,555iApproximate average salary by contribution assumption: employee only about $38,875 at 4% or $25,917 at 6%; with 50% employer match about $25,917 at 4% or $17,278 at 6%; with 100% employer match about $19,438 at 4% or $12,958 at 6%.
Dr. Monte R. Bosch PC Employees Profit Sharing Plan and Trust-1$1,515,071--
Dr. Monte R. Bosch PC Money Purchase Pension Plan-2$58,256$3,110$1,555iApproximate average salary by contribution assumption: employee only about $38,875 at 4% or $25,917 at 6%; with 50% employer match about $25,917 at 4% or $17,278 at 6%; with 100% employer match about $19,438 at 4% or $12,958 at 6%.