Civic Intelligence

Bart J. Carter, M.D. PC.

Plan context: Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement

EIN 86-0715059 • 26 filings • 5 plans

Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$2,515,705

2019 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$2,515,705$1,257,853$0199920092019YearValue
$2,515,705Latest year 2019

Participants Over Time

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

630199920092019YearValue
5Latest year 2019

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
201925$2,515,705$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-5$2,515,705$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-0---
201815$2,123,843$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-5$2,123,843$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201716$2,233,187$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-6$2,233,187$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201615$1,911,430$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-5$1,911,430$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201516$1,737,521$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-6$1,737,521$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201416$1,684,058$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-6$1,684,058$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201315$1,639,999$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-5$1,639,999$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201215$1,366,405$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-5$1,366,405$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201113$1,198,990$58,631$19,544iApproximate average salary by contribution assumption: employee only about $488,592 at 4% or $325,728 at 6%; with 50% employer match about $325,728 at 4% or $217,152 at 6%; with 100% employer match about $244,296 at 4% or $162,864 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-3$1,198,990$58,631$19,544iApproximate average salary by contribution assumption: employee only about $488,592 at 4% or $325,728 at 6%; with 50% employer match about $325,728 at 4% or $217,152 at 6%; with 100% employer match about $244,296 at 4% or $162,864 at 6%.
201014$1,158,708$59,544$14,886iApproximate average salary by contribution assumption: employee only about $372,150 at 4% or $248,100 at 6%; with 50% employer match about $248,100 at 4% or $165,400 at 6%; with 100% employer match about $186,075 at 4% or $124,050 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-4$1,158,708$59,544$14,886iApproximate average salary by contribution assumption: employee only about $372,150 at 4% or $248,100 at 6%; with 50% employer match about $248,100 at 4% or $165,400 at 6%; with 100% employer match about $186,075 at 4% or $124,050 at 6%.
200913$940,455$56,308$18,769iApproximate average salary by contribution assumption: employee only about $469,233 at 4% or $312,822 at 6%; with 50% employer match about $312,822 at 4% or $208,548 at 6%; with 100% employer match about $234,617 at 4% or $156,411 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-3$940,455$56,308$18,769iApproximate average salary by contribution assumption: employee only about $469,233 at 4% or $312,822 at 6%; with 50% employer match about $312,822 at 4% or $208,548 at 6%; with 100% employer match about $234,617 at 4% or $156,411 at 6%.
200814$655,415$57,056$14,264iApproximate average salary by contribution assumption: employee only about $356,600 at 4% or $237,733 at 6%; with 50% employer match about $237,733 at 4% or $158,489 at 6%; with 100% employer match about $178,300 at 4% or $118,867 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-4$655,415$57,056$14,264iApproximate average salary by contribution assumption: employee only about $356,600 at 4% or $237,733 at 6%; with 50% employer match about $237,733 at 4% or $158,489 at 6%; with 100% employer match about $178,300 at 4% or $118,867 at 6%.
200714$931,108$55,888$13,972iApproximate average salary by contribution assumption: employee only about $349,300 at 4% or $232,867 at 6%; with 50% employer match about $232,867 at 4% or $155,244 at 6%; with 100% employer match about $174,650 at 4% or $116,433 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-4$931,108$55,888$13,972iApproximate average salary by contribution assumption: employee only about $349,300 at 4% or $232,867 at 6%; with 50% employer match about $232,867 at 4% or $155,244 at 6%; with 100% employer match about $174,650 at 4% or $116,433 at 6%.
200614$767,331$55,149$13,787iApproximate average salary by contribution assumption: employee only about $344,681 at 4% or $229,788 at 6%; with 50% employer match about $229,788 at 4% or $153,192 at 6%; with 100% employer match about $172,341 at 4% or $114,894 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-4$767,331$55,149$13,787iApproximate average salary by contribution assumption: employee only about $344,681 at 4% or $229,788 at 6%; with 50% employer match about $229,788 at 4% or $153,192 at 6%; with 100% employer match about $172,341 at 4% or $114,894 at 6%.
200514$638,880$52,682$13,171iApproximate average salary by contribution assumption: employee only about $329,263 at 4% or $219,508 at 6%; with 50% employer match about $219,508 at 4% or $146,339 at 6%; with 100% employer match about $164,631 at 4% or $109,754 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-4$638,880$52,682$13,171iApproximate average salary by contribution assumption: employee only about $329,263 at 4% or $219,508 at 6%; with 50% employer match about $219,508 at 4% or $146,339 at 6%; with 100% employer match about $164,631 at 4% or $109,754 at 6%.
200413$530,506$37,022$12,341iApproximate average salary by contribution assumption: employee only about $308,517 at 4% or $205,678 at 6%; with 50% employer match about $205,678 at 4% or $137,119 at 6%; with 100% employer match about $154,258 at 4% or $102,839 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-3$530,506$37,022$12,341iApproximate average salary by contribution assumption: employee only about $308,517 at 4% or $205,678 at 6%; with 50% employer match about $205,678 at 4% or $137,119 at 6%; with 100% employer match about $154,258 at 4% or $102,839 at 6%.
200313$436,255$48,042$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-3$436,255$48,042$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
200222$314,817$90,705$45,353iApproximate average salary by contribution assumption: employee only about $1,133,813 at 4% or $755,875 at 6%; with 50% employer match about $755,875 at 4% or $503,917 at 6%; with 100% employer match about $566,906 at 4% or $377,938 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-2$314,817$90,705$45,353iApproximate average salary by contribution assumption: employee only about $1,133,813 at 4% or $755,875 at 6%; with 50% employer match about $755,875 at 4% or $503,917 at 6%; with 100% employer match about $566,906 at 4% or $377,938 at 6%.
Bart J. Carter, M.D. PC. Money Purchase Pension Plan and Trust-0---
200122$392,483$30,300$15,150iApproximate average salary by contribution assumption: employee only about $378,750 at 4% or $252,500 at 6%; with 50% employer match about $252,500 at 4% or $168,333 at 6%; with 100% employer match about $189,375 at 4% or $126,250 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-2$322,309$20,335$10,168iApproximate average salary by contribution assumption: employee only about $254,188 at 4% or $169,458 at 6%; with 50% employer match about $169,458 at 4% or $112,972 at 6%; with 100% employer match about $127,094 at 4% or $84,729 at 6%.
Bart J. Carter, M.D. PC. Money Purchase Pension Plan and Trust-2$70,174$9,965$4,983iApproximate average salary by contribution assumption: employee only about $124,563 at 4% or $83,042 at 6%; with 50% employer match about $83,042 at 4% or $55,361 at 6%; with 100% employer match about $62,281 at 4% or $41,521 at 6%.
200022$487,037$10,500$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-2$413,362$1,460$730iApproximate average salary by contribution assumption: employee only about $18,250 at 4% or $12,167 at 6%; with 50% employer match about $12,167 at 4% or $8,111 at 6%; with 100% employer match about $9,125 at 4% or $6,083 at 6%.
Bart J. Carter, M.D. PC. Money Purchase Pension Plan and Trust-2$73,675$9,040$4,520iApproximate average salary by contribution assumption: employee only about $113,000 at 4% or $75,333 at 6%; with 50% employer match about $75,333 at 4% or $50,222 at 6%; with 100% employer match about $56,500 at 4% or $37,667 at 6%.
199922$573,572$34,334$17,167iApproximate average salary by contribution assumption: employee only about $429,175 at 4% or $286,117 at 6%; with 50% employer match about $286,117 at 4% or $190,744 at 6%; with 100% employer match about $214,588 at 4% or $143,058 at 6%.
Bart J. Carter, M.D. PC. Profit Sharing Plan and Trust Agreement-2$482,052$24,948$12,474iApproximate average salary by contribution assumption: employee only about $311,850 at 4% or $207,900 at 6%; with 50% employer match about $207,900 at 4% or $138,600 at 6%; with 100% employer match about $155,925 at 4% or $103,950 at 6%.
Bart J. Carter, M.D. PC. Money Purchase Pension Plan and Trust-2$91,520$9,386$4,693iApproximate average salary by contribution assumption: employee only about $117,325 at 4% or $78,217 at 6%; with 50% employer match about $78,217 at 4% or $52,144 at 6%; with 100% employer match about $58,663 at 4% or $39,108 at 6%.