Civic Intelligence

James L. Barzun, M.D.

Plan context: James L. Barzun, M.D., Profit Sharing Plan

EIN 04-2523880 • 5 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$252,026

2001 Contributions

$22,263

Historical Graphs

Total Assets Over Time

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

$1,337,760$668,880$019992000YearValue
$252,026Latest year 2000

Participants Over Time

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

21019992000YearValue
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
200120$0$22,263-
James L. Barzun, M.D., Profit Sharing Plan-0-$13,140-
James L. Barzun, M.D. Pension Plan and Trust-0-$9,123-
200012$252,026$15,836$7,918iApproximate average salary by contribution assumption: employee only about $197,950 at 4% or $131,967 at 6%; with 50% employer match about $131,967 at 4% or $87,978 at 6%; with 100% employer match about $98,975 at 4% or $65,983 at 6%.
James L. Barzun, M.D., Profit Sharing Plan-2$252,026$15,836$7,918iApproximate average salary by contribution assumption: employee only about $197,950 at 4% or $131,967 at 6%; with 50% employer match about $131,967 at 4% or $87,978 at 6%; with 100% employer match about $98,975 at 4% or $65,983 at 6%.
199921$1,337,760$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James L. Barzun, M.D. Pension Plan and Trust-1$863,603$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
James L. Barzun, M.D., Profit Sharing Plan-1$474,157$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.