Civic Intelligence

William H. Reed, II, M.D. Inc.

Plan context: William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust

EIN 95-3261386 • LA Jolla, CA • 17 filings • 3 plans

6515 LA Jolla BlvdLA Jolla, CA 92037
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$2,116,696

2013 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$2,295,927$1,147,964$0199920062012YearValue
$2,116,696Latest year 2012

Participants Over Time

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

530199920062012YearValue
3Latest 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
201310$0$0-
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-0$0$0-
201213$2,116,696$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$2,116,696$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201113$2,221,265$41,458$13,819iApproximate average salary by contribution assumption: employee only about $345,483 at 4% or $230,322 at 6%; with 50% employer match about $230,322 at 4% or $153,548 at 6%; with 100% employer match about $172,742 at 4% or $115,161 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$2,221,265$41,458$13,819iApproximate average salary by contribution assumption: employee only about $345,483 at 4% or $230,322 at 6%; with 50% employer match about $230,322 at 4% or $153,548 at 6%; with 100% employer match about $172,742 at 4% or $115,161 at 6%.
201013$2,295,927$38,315$12,772iApproximate average salary by contribution assumption: employee only about $319,292 at 4% or $212,861 at 6%; with 50% employer match about $212,861 at 4% or $141,907 at 6%; with 100% employer match about $159,646 at 4% or $106,431 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$2,295,927$38,315$12,772iApproximate average salary by contribution assumption: employee only about $319,292 at 4% or $212,861 at 6%; with 50% employer match about $212,861 at 4% or $141,907 at 6%; with 100% employer match about $159,646 at 4% or $106,431 at 6%.
200913$2,013,754$41,978$13,993iApproximate average salary by contribution assumption: employee only about $349,817 at 4% or $233,211 at 6%; with 50% employer match about $233,211 at 4% or $155,474 at 6%; with 100% employer match about $174,908 at 4% or $116,606 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$2,013,754$41,978$13,993iApproximate average salary by contribution assumption: employee only about $349,817 at 4% or $233,211 at 6%; with 50% employer match about $233,211 at 4% or $155,474 at 6%; with 100% employer match about $174,908 at 4% or $116,606 at 6%.
200815$0$0-
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-5---
200713$0$0-
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3---
200613$1,937,163$31,050$10,350iApproximate average salary by contribution assumption: employee only about $258,750 at 4% or $172,500 at 6%; with 50% employer match about $172,500 at 4% or $115,000 at 6%; with 100% employer match about $129,375 at 4% or $86,250 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$1,937,163$31,050$10,350iApproximate average salary by contribution assumption: employee only about $258,750 at 4% or $172,500 at 6%; with 50% employer match about $172,500 at 4% or $115,000 at 6%; with 100% employer match about $129,375 at 4% or $86,250 at 6%.
200513$1,631,943$47,321$15,774iApproximate average salary by contribution assumption: employee only about $394,342 at 4% or $262,894 at 6%; with 50% employer match about $262,894 at 4% or $175,263 at 6%; with 100% employer match about $197,171 at 4% or $131,447 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$1,631,943$47,321$15,774iApproximate average salary by contribution assumption: employee only about $394,342 at 4% or $262,894 at 6%; with 50% employer match about $262,894 at 4% or $175,263 at 6%; with 100% employer match about $197,171 at 4% or $131,447 at 6%.
200413$1,500,277$37,001$12,334iApproximate average salary by contribution assumption: employee only about $308,342 at 4% or $205,561 at 6%; with 50% employer match about $205,561 at 4% or $137,041 at 6%; with 100% employer match about $154,171 at 4% or $102,781 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$1,500,277$37,001$12,334iApproximate average salary by contribution assumption: employee only about $308,342 at 4% or $205,561 at 6%; with 50% employer match about $205,561 at 4% or $137,041 at 6%; with 100% employer match about $154,171 at 4% or $102,781 at 6%.
200314$0$0-
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-4---
200223$1,225,926$538,012$179,337iApproximate average salary by contribution assumption: employee only about $4,483,433 at 4% or $2,988,956 at 6%; with 50% employer match about $2,988,956 at 4% or $1,992,637 at 6%; with 100% employer match about $2,241,717 at 4% or $1,494,478 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$1,225,926$538,012$179,337iApproximate average salary by contribution assumption: employee only about $4,483,433 at 4% or $2,988,956 at 6%; with 50% employer match about $2,988,956 at 4% or $1,992,637 at 6%; with 100% employer match about $2,241,717 at 4% or $1,494,478 at 6%.
William H. Reed, II, M.D. Inc. Money Purchase Pension Plan and Trust-0---
200123$1,138,562$21,947$7,316iApproximate average salary by contribution assumption: employee only about $182,892 at 4% or $121,928 at 6%; with 50% employer match about $121,928 at 4% or $81,285 at 6%; with 100% employer match about $91,446 at 4% or $60,964 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-3$620,401$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
William H. Reed, II, M.D. Inc. Money Purchase Pension Plan and Trust-3$518,161$4,447$1,482iApproximate average salary by contribution assumption: employee only about $37,058 at 4% or $24,706 at 6%; with 50% employer match about $24,706 at 4% or $16,470 at 6%; with 100% employer match about $18,529 at 4% or $12,353 at 6%.
199922$1,026,040$32,256$16,128iApproximate average salary by contribution assumption: employee only about $403,200 at 4% or $268,800 at 6%; with 50% employer match about $268,800 at 4% or $179,200 at 6%; with 100% employer match about $201,600 at 4% or $134,400 at 6%.
William H. Reed, II, M.D. Inc. Profit Sharing Plan and Trust-2$568,501$19,476$9,738iApproximate average salary by contribution assumption: employee only about $243,450 at 4% or $162,300 at 6%; with 50% employer match about $162,300 at 4% or $108,200 at 6%; with 100% employer match about $121,725 at 4% or $81,150 at 6%.
William H. Reed, II, M.D. Inc. Money Purchase Pension Plan and Trust-2$457,539$12,780$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.