Civic Intelligence

W. Stephen Gefvert, D.O., P.A.

Plan context: W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan

EIN 01-0503526 • 9 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$1,094,012

2004 Contributions

$39,028

Historical Graphs

Total Assets Over Time

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

$1,221,931$610,966$0199920012003YearValue
$1,094,012Latest year 2003

Participants Over Time

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

32019992000YearValue
2Latest year 2000

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
200410$0$0-
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-0---
200310$1,094,012$0-
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-0$1,094,012--
200210$961,418$0-
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-0$961,418--
200120$1,138,942$0-
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-0$1,138,942--
W. Stephen Gefvert, D.O. Money Purchase Pension Plan-0---
200022$1,221,931$39,028$19,514iApproximate average salary by contribution assumption: employee only about $487,850 at 4% or $325,233 at 6%; with 50% employer match about $325,233 at 4% or $216,822 at 6%; with 100% employer match about $243,925 at 4% or $162,617 at 6%.
W. Stephen Gefvert, D.O. Money Purchase Pension Plan-2$641,266$18,585$9,293iApproximate average salary by contribution assumption: employee only about $232,313 at 4% or $154,875 at 6%; with 50% employer match about $154,875 at 4% or $103,250 at 6%; with 100% employer match about $116,156 at 4% or $77,438 at 6%.
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-2$580,665$20,443$10,222iApproximate average salary by contribution assumption: employee only about $255,538 at 4% or $170,358 at 6%; with 50% employer match about $170,358 at 4% or $113,572 at 6%; with 100% employer match about $127,769 at 4% or $85,179 at 6%.
199923$1,137,630$39,495$13,165iApproximate average salary by contribution assumption: employee only about $329,125 at 4% or $219,417 at 6%; with 50% employer match about $219,417 at 4% or $146,278 at 6%; with 100% employer match about $164,563 at 4% or $109,708 at 6%.
W. Stephen Gefvert, D.O. Money Purchase Pension Plan-3$598,849$17,563$5,854iApproximate average salary by contribution assumption: employee only about $146,358 at 4% or $97,572 at 6%; with 50% employer match about $97,572 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
W. Stephen Gefvert, D.O., P.A. Profit Sharing Plan-3$538,781$21,932$7,311iApproximate average salary by contribution assumption: employee only about $182,767 at 4% or $121,844 at 6%; with 50% employer match about $121,844 at 4% or $81,230 at 6%; with 100% employer match about $91,383 at 4% or $60,922 at 6%.