Civic Intelligence

David D. Crofoot, M.D., F.A.C.S.

Plan context: Self-Employed Keogh Money Purchase Plan

EIN 01-0441899 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$1,798,848

2007 Contributions

$26,482

Historical Graphs

Total Assets Over Time

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

$1,798,848$899,424$0199920032006YearValue
$1,798,848Latest year 2006

Participants Over Time

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

320199920032006YearValue
3Latest year 2006

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
200710$0$0-
Self-Employed Keogh Money Purchase Plan-0---
200613$1,798,848$26,482$8,827iApproximate average salary by contribution assumption: employee only about $220,683 at 4% or $147,122 at 6%; with 50% employer match about $147,122 at 4% or $98,081 at 6%; with 100% employer match about $110,342 at 4% or $73,561 at 6%.
Self-Employed Keogh Money Purchase Plan-3$1,798,848$26,482$8,827iApproximate average salary by contribution assumption: employee only about $220,683 at 4% or $147,122 at 6%; with 50% employer match about $147,122 at 4% or $98,081 at 6%; with 100% employer match about $110,342 at 4% or $73,561 at 6%.
200513$1,590,610$28,602$9,534iApproximate average salary by contribution assumption: employee only about $238,350 at 4% or $158,900 at 6%; with 50% employer match about $158,900 at 4% or $105,933 at 6%; with 100% employer match about $119,175 at 4% or $79,450 at 6%.
Self-Employed Keogh Money Purchase Plan-3$1,590,610$28,602$9,534iApproximate average salary by contribution assumption: employee only about $238,350 at 4% or $158,900 at 6%; with 50% employer match about $158,900 at 4% or $105,933 at 6%; with 100% employer match about $119,175 at 4% or $79,450 at 6%.
200413$1,506,724$18,682$6,227iApproximate average salary by contribution assumption: employee only about $155,683 at 4% or $103,789 at 6%; with 50% employer match about $103,789 at 4% or $69,193 at 6%; with 100% employer match about $77,842 at 4% or $51,894 at 6%.
Self-Employed Keogh Money Purchase Plan-3$1,506,724$18,682$6,227iApproximate average salary by contribution assumption: employee only about $155,683 at 4% or $103,789 at 6%; with 50% employer match about $103,789 at 4% or $69,193 at 6%; with 100% employer match about $77,842 at 4% or $51,894 at 6%.
200312$1,387,071$22,388$11,194iApproximate average salary by contribution assumption: employee only about $279,850 at 4% or $186,567 at 6%; with 50% employer match about $186,567 at 4% or $124,378 at 6%; with 100% employer match about $139,925 at 4% or $93,283 at 6%.
Self-Employed Keogh Money Purchase Plan-2$1,387,071$22,388$11,194iApproximate average salary by contribution assumption: employee only about $279,850 at 4% or $186,567 at 6%; with 50% employer match about $186,567 at 4% or $124,378 at 6%; with 100% employer match about $139,925 at 4% or $93,283 at 6%.
200212$1,164,230$16,032$8,016iApproximate average salary by contribution assumption: employee only about $200,400 at 4% or $133,600 at 6%; with 50% employer match about $133,600 at 4% or $89,067 at 6%; with 100% employer match about $100,200 at 4% or $66,800 at 6%.
Self-Employed Keogh Money Purchase Plan-2$1,164,230$16,032$8,016iApproximate average salary by contribution assumption: employee only about $200,400 at 4% or $133,600 at 6%; with 50% employer match about $133,600 at 4% or $89,067 at 6%; with 100% employer match about $100,200 at 4% or $66,800 at 6%.
200113$0$0-
Self-Employed Keogh Money Purchase Plan-3---
200013$1,273,208$25,213$8,404iApproximate average salary by contribution assumption: employee only about $210,108 at 4% or $140,072 at 6%; with 50% employer match about $140,072 at 4% or $93,381 at 6%; with 100% employer match about $105,054 at 4% or $70,036 at 6%.
Self-Employed Keogh Money Purchase Plan-3$1,273,208$25,213$8,404iApproximate average salary by contribution assumption: employee only about $210,108 at 4% or $140,072 at 6%; with 50% employer match about $140,072 at 4% or $93,381 at 6%; with 100% employer match about $105,054 at 4% or $70,036 at 6%.
199913$1,234,639$31,415$10,472iApproximate average salary by contribution assumption: employee only about $261,792 at 4% or $174,528 at 6%; with 50% employer match about $174,528 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.
Self-Employed Keogh Money Purchase Plan-3$1,234,639$31,415$10,472iApproximate average salary by contribution assumption: employee only about $261,792 at 4% or $174,528 at 6%; with 50% employer match about $174,528 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.