Civic Intelligence

Stephen a. Wallace, M.D. PC.

Plan context: Stephen a. Wallace, M.D. PC. Profit Sharing Plan

EIN 86-0561184 • 28 filings • 7 plans

Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,734,370

2013 Contributions

$60,036

Historical Graphs

Total Assets Over Time

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

$1,734,370$867,185$0199920052012YearValue
$1,734,370Latest year 2012

Participants Over Time

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

210199920052012YearValue
2Latest year 2012

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
201320$0$0-
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-----
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-----
201222$1,734,370$60,036$30,018iApproximate average salary by contribution assumption: employee only about $750,450 at 4% or $500,300 at 6%; with 50% employer match about $500,300 at 4% or $333,533 at 6%; with 100% employer match about $375,225 at 4% or $250,150 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$908,104$30,018$15,009iApproximate average salary by contribution assumption: employee only about $375,225 at 4% or $250,150 at 6%; with 50% employer match about $250,150 at 4% or $166,767 at 6%; with 100% employer match about $187,613 at 4% or $125,075 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$826,266$30,018$15,009iApproximate average salary by contribution assumption: employee only about $375,225 at 4% or $250,150 at 6%; with 50% employer match about $250,150 at 4% or $166,767 at 6%; with 100% employer match about $187,613 at 4% or $125,075 at 6%.
201022$990,389$56,690$28,345iApproximate average salary by contribution assumption: employee only about $708,625 at 4% or $472,417 at 6%; with 50% employer match about $472,417 at 4% or $314,944 at 6%; with 100% employer match about $354,313 at 4% or $236,208 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$512,165$28,345$14,173iApproximate average salary by contribution assumption: employee only about $354,313 at 4% or $236,208 at 6%; with 50% employer match about $236,208 at 4% or $157,472 at 6%; with 100% employer match about $177,156 at 4% or $118,104 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$478,224$28,345$14,173iApproximate average salary by contribution assumption: employee only about $354,313 at 4% or $236,208 at 6%; with 50% employer match about $236,208 at 4% or $157,472 at 6%; with 100% employer match about $177,156 at 4% or $118,104 at 6%.
200922$697,955$56,822$28,411iApproximate average salary by contribution assumption: employee only about $710,275 at 4% or $473,517 at 6%; with 50% employer match about $473,517 at 4% or $315,678 at 6%; with 100% employer match about $355,138 at 4% or $236,758 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$365,514$28,411$14,206iApproximate average salary by contribution assumption: employee only about $355,138 at 4% or $236,758 at 6%; with 50% employer match about $236,758 at 4% or $157,839 at 6%; with 100% employer match about $177,569 at 4% or $118,379 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$332,441$28,411$14,206iApproximate average salary by contribution assumption: employee only about $355,138 at 4% or $236,758 at 6%; with 50% employer match about $236,758 at 4% or $157,839 at 6%; with 100% employer match about $177,569 at 4% or $118,379 at 6%.
200822$309,567$29,650$14,825iApproximate average salary by contribution assumption: employee only about $370,625 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,313 at 4% or $123,542 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$309,567$29,650$14,825iApproximate average salary by contribution assumption: employee only about $370,625 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,313 at 4% or $123,542 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2---
200722$0$0-
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2---
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2---
200622$683,717$54,856$27,428iApproximate average salary by contribution assumption: employee only about $685,700 at 4% or $457,133 at 6%; with 50% employer match about $457,133 at 4% or $304,756 at 6%; with 100% employer match about $342,850 at 4% or $228,567 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$355,344$27,428$13,714iApproximate average salary by contribution assumption: employee only about $342,850 at 4% or $228,567 at 6%; with 50% employer match about $228,567 at 4% or $152,378 at 6%; with 100% employer match about $171,425 at 4% or $114,283 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$328,373$27,428$13,714iApproximate average salary by contribution assumption: employee only about $342,850 at 4% or $228,567 at 6%; with 50% employer match about $228,567 at 4% or $152,378 at 6%; with 100% employer match about $171,425 at 4% or $114,283 at 6%.
200522$551,217$49,584$24,792iApproximate average salary by contribution assumption: employee only about $619,800 at 4% or $413,200 at 6%; with 50% employer match about $413,200 at 4% or $275,467 at 6%; with 100% employer match about $309,900 at 4% or $206,600 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$291,631$24,792$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$259,586$24,792$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
200422$442,087$48,722$24,361iApproximate average salary by contribution assumption: employee only about $609,025 at 4% or $406,017 at 6%; with 50% employer match about $406,017 at 4% or $270,678 at 6%; with 100% employer match about $304,513 at 4% or $203,008 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$233,061$24,361$12,181iApproximate average salary by contribution assumption: employee only about $304,513 at 4% or $203,008 at 6%; with 50% employer match about $203,008 at 4% or $135,339 at 6%; with 100% employer match about $152,256 at 4% or $101,504 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$209,026$24,361$12,181iApproximate average salary by contribution assumption: employee only about $304,513 at 4% or $203,008 at 6%; with 50% employer match about $203,008 at 4% or $135,339 at 6%; with 100% employer match about $152,256 at 4% or $101,504 at 6%.
200322$362,315$47,036$23,518iApproximate average salary by contribution assumption: employee only about $587,950 at 4% or $391,967 at 6%; with 50% employer match about $391,967 at 4% or $261,311 at 6%; with 100% employer match about $293,975 at 4% or $195,983 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$194,756$23,518$11,759iApproximate average salary by contribution assumption: employee only about $293,975 at 4% or $195,983 at 6%; with 50% employer match about $195,983 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$167,559$23,518$11,759iApproximate average salary by contribution assumption: employee only about $293,975 at 4% or $195,983 at 6%; with 50% employer match about $195,983 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%.
200222$261,172$46,668$23,334iApproximate average salary by contribution assumption: employee only about $583,350 at 4% or $388,900 at 6%; with 50% employer match about $388,900 at 4% or $259,267 at 6%; with 100% employer match about $291,675 at 4% or $194,450 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$142,293$23,334$11,667iApproximate average salary by contribution assumption: employee only about $291,675 at 4% or $194,450 at 6%; with 50% employer match about $194,450 at 4% or $129,633 at 6%; with 100% employer match about $145,838 at 4% or $97,225 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$118,879$23,334$11,667iApproximate average salary by contribution assumption: employee only about $291,675 at 4% or $194,450 at 6%; with 50% employer match about $194,450 at 4% or $129,633 at 6%; with 100% employer match about $145,838 at 4% or $97,225 at 6%.
200122$0$0-
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2---
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2---
200022$127,209$17,200$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$127,209$17,200$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2---
199922$271,428$33,574$16,787iApproximate average salary by contribution assumption: employee only about $419,675 at 4% or $279,783 at 6%; with 50% employer match about $279,783 at 4% or $186,522 at 6%; with 100% employer match about $209,838 at 4% or $139,892 at 6%.
Stephen a. Wallace, M.D. PC. Money Purchase Pension Plan-2$144,334$16,787$8,394iApproximate average salary by contribution assumption: employee only about $209,838 at 4% or $139,892 at 6%; with 50% employer match about $139,892 at 4% or $93,261 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.
Stephen a. Wallace, M.D. PC. Profit Sharing Plan-2$127,094$16,787$8,394iApproximate average salary by contribution assumption: employee only about $209,838 at 4% or $139,892 at 6%; with 50% employer match about $139,892 at 4% or $93,261 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.