Civic Intelligence

John B. Coates, III, M.D.

Plan context: John B. Coates, III, M.D. Self-Employed Retirement Plan

EIN 03-0300952 • Montpelier, VT • 10 filings • 1 plans

195 Hospital Loop, Suite 5Montpelier, VT 05602-8495
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,451,698

2009 Contributions

$18,126

Historical Graphs

Total Assets Over Time

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

$1,648,687$824,344$0199920032009YearValue
$1,451,698Latest year 2009

Participants Over Time

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

420199920032009YearValue
3Latest year 2009

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
200913$1,451,698$18,126$6,042iApproximate average salary by contribution assumption: employee only about $151,050 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,133 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-3$1,451,698$18,126$6,042iApproximate average salary by contribution assumption: employee only about $151,050 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,133 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%.
200810$0$0-
John B. Coates, III, M.D. Self-Employed Retirement Plan-0---
200710$0$0-
John B. Coates, III, M.D. Self-Employed Retirement Plan-0---
200513$1,648,687$190,680$63,560iApproximate average salary by contribution assumption: employee only about $1,589,000 at 4% or $1,059,333 at 6%; with 50% employer match about $1,059,333 at 4% or $706,222 at 6%; with 100% employer match about $794,500 at 4% or $529,667 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-3$1,648,687$190,680$63,560iApproximate average salary by contribution assumption: employee only about $1,589,000 at 4% or $1,059,333 at 6%; with 50% employer match about $1,059,333 at 4% or $706,222 at 6%; with 100% employer match about $794,500 at 4% or $529,667 at 6%.
200414$1,186,724$38,556$9,639iApproximate average salary by contribution assumption: employee only about $240,975 at 4% or $160,650 at 6%; with 50% employer match about $160,650 at 4% or $107,100 at 6%; with 100% employer match about $120,488 at 4% or $80,325 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-4$1,186,724$38,556$9,639iApproximate average salary by contribution assumption: employee only about $240,975 at 4% or $160,650 at 6%; with 50% employer match about $160,650 at 4% or $107,100 at 6%; with 100% employer match about $120,488 at 4% or $80,325 at 6%.
200314$1,207,011$40,607$10,152iApproximate average salary by contribution assumption: employee only about $253,794 at 4% or $169,196 at 6%; with 50% employer match about $169,196 at 4% or $112,797 at 6%; with 100% employer match about $126,897 at 4% or $84,598 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-4$1,207,011$40,607$10,152iApproximate average salary by contribution assumption: employee only about $253,794 at 4% or $169,196 at 6%; with 50% employer match about $169,196 at 4% or $112,797 at 6%; with 100% employer match about $126,897 at 4% or $84,598 at 6%.
200213$753,980$40,014$13,338iApproximate average salary by contribution assumption: employee only about $333,450 at 4% or $222,300 at 6%; with 50% employer match about $222,300 at 4% or $148,200 at 6%; with 100% employer match about $166,725 at 4% or $111,150 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-3$753,980$40,014$13,338iApproximate average salary by contribution assumption: employee only about $333,450 at 4% or $222,300 at 6%; with 50% employer match about $222,300 at 4% or $148,200 at 6%; with 100% employer match about $166,725 at 4% or $111,150 at 6%.
200113$706,222$35,486$11,829iApproximate average salary by contribution assumption: employee only about $295,717 at 4% or $197,144 at 6%; with 50% employer match about $197,144 at 4% or $131,430 at 6%; with 100% employer match about $147,858 at 4% or $98,572 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-3$706,222$35,486$11,829iApproximate average salary by contribution assumption: employee only about $295,717 at 4% or $197,144 at 6%; with 50% employer match about $197,144 at 4% or $131,430 at 6%; with 100% employer match about $147,858 at 4% or $98,572 at 6%.
200013$0$0-
John B. Coates, III, M.D. Self-Employed Retirement Plan-3---
199914$729,281$36,209$9,052iApproximate average salary by contribution assumption: employee only about $226,306 at 4% or $150,871 at 6%; with 50% employer match about $150,871 at 4% or $100,581 at 6%; with 100% employer match about $113,153 at 4% or $75,435 at 6%.
John B. Coates, III, M.D. Self-Employed Retirement Plan-4$729,281$36,209$9,052iApproximate average salary by contribution assumption: employee only about $226,306 at 4% or $150,871 at 6%; with 50% employer match about $150,871 at 4% or $100,581 at 6%; with 100% employer match about $113,153 at 4% or $75,435 at 6%.