Civic Intelligence

Carl B. Petri

Plan context: Carl B. Petri MD Profit Sharing Plan

EIN 03-0298588 • 9 filings • 5 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$486,948

2004 Contributions

$45,671

Historical Graphs

Total Assets Over Time

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

$1,262,002$631,001$0199920012003YearValue
$486,948Latest year 2003

Participants Over Time

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

210199920012003YearValue
2Latest year 2003

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-
Carl B. Petri MD Profit Sharing Plan-0---
200312$486,948$45,671$22,836iApproximate average salary by contribution assumption: employee only about $570,888 at 4% or $380,592 at 6%; with 50% employer match about $380,592 at 4% or $253,728 at 6%; with 100% employer match about $285,444 at 4% or $190,296 at 6%.
Carl B. Petri MD Profit Sharing Plan-2$486,948$45,671$22,836iApproximate average salary by contribution assumption: employee only about $570,888 at 4% or $380,592 at 6%; with 50% employer match about $380,592 at 4% or $253,728 at 6%; with 100% employer match about $285,444 at 4% or $190,296 at 6%.
200210$0$0-
Carl B. Petri Money Purchase Basic Retirement Plan-0---
200122$1,095,713$40,775$20,388iApproximate average salary by contribution assumption: employee only about $509,688 at 4% or $339,792 at 6%; with 50% employer match about $339,792 at 4% or $226,528 at 6%; with 100% employer match about $254,844 at 4% or $169,896 at 6%.
Carl B. Petri Money Purchase Basic Retirement Plan-2$656,124$19,310$9,655iApproximate average salary by contribution assumption: employee only about $241,375 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,458 at 6%.
Carl B. Petri MD Profit Sharing Plan-0$439,589$21,465-
200022$1,218,494$35,423$17,712iApproximate average salary by contribution assumption: employee only about $442,788 at 4% or $295,192 at 6%; with 50% employer match about $295,192 at 4% or $196,794 at 6%; with 100% employer match about $221,394 at 4% or $147,596 at 6%.
Carl B. Petri Money Purchase Basic Retirement Plan-2$695,232$17,624$8,812iApproximate average salary by contribution assumption: employee only about $220,300 at 4% or $146,867 at 6%; with 50% employer match about $146,867 at 4% or $97,911 at 6%; with 100% employer match about $110,150 at 4% or $73,433 at 6%.
Carl B. Petri MD Profit Sharing Plan-2$523,262$17,799$8,900iApproximate average salary by contribution assumption: employee only about $222,488 at 4% or $148,325 at 6%; with 50% employer match about $148,325 at 4% or $98,883 at 6%; with 100% employer match about $111,244 at 4% or $74,163 at 6%.
199922$1,262,002$34,864$17,432iApproximate average salary by contribution assumption: employee only about $435,800 at 4% or $290,533 at 6%; with 50% employer match about $290,533 at 4% or $193,689 at 6%; with 100% employer match about $217,900 at 4% or $145,267 at 6%.
Carl B. Petri Money Purchase Basic Retirement Plan-2$637,129$16,490$8,245iApproximate average salary by contribution assumption: employee only about $206,125 at 4% or $137,417 at 6%; with 50% employer match about $137,417 at 4% or $91,611 at 6%; with 100% employer match about $103,063 at 4% or $68,708 at 6%.
Carl B. Petri MD Profit Sharing Plan-2$624,873$18,374$9,187iApproximate average salary by contribution assumption: employee only about $229,675 at 4% or $153,117 at 6%; with 50% employer match about $153,117 at 4% or $102,078 at 6%; with 100% employer match about $114,838 at 4% or $76,558 at 6%.