Civic Intelligence

Alan S Rockoff M.D.

Plan context: Alan S Rockoff Keogh Plan with Smith Barney Inc

EIN 04-2669629 • Newton, MA • 8 filings • 5 plans

36 Bullough ParkNewton, MA 02460-2479
Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$128,317

2009 Contributions

$54,900

Historical Graphs

Total Assets Over Time

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

$1,283,059$641,530$0199920022004YearValue
$128,317Latest year 2004

Participants Over Time

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

840199920032006YearValue
7Latest 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
200910$0$0-
ALAN S. ROCKOFF, MD 412I DEFINED BENEFIT PLAN-0---
200617$0$0-
Alan S Rockoff Keogh Plan with Smith Barney Inc-7---
200510$0$0-
Alan S Rockoff Keogh Plan with Smith Barney Inc-0---
200418$128,317$0-
Alan S Rockoff Keogh Plan with Smith Barney Inc-8$128,317--
200318$117,844$54,900$6,863iApproximate average salary by contribution assumption: employee only about $171,563 at 4% or $114,375 at 6%; with 50% employer match about $114,375 at 4% or $76,250 at 6%; with 100% employer match about $85,781 at 4% or $57,188 at 6%.
Alan S Rockoff Keogh Plan with Smith Barney Inc-8$117,844$54,900$6,863iApproximate average salary by contribution assumption: employee only about $171,563 at 4% or $114,375 at 6%; with 50% employer match about $114,375 at 4% or $76,250 at 6%; with 100% employer match about $85,781 at 4% or $57,188 at 6%.
200217$54,722$54,722$7,817iApproximate average salary by contribution assumption: employee only about $195,436 at 4% or $130,290 at 6%; with 50% employer match about $130,290 at 4% or $86,860 at 6%; with 100% employer match about $97,718 at 4% or $65,145 at 6%.
Alan S Rockoff Keogh Plan with Smith Barney Inc-7$54,722$54,722$7,817iApproximate average salary by contribution assumption: employee only about $195,436 at 4% or $130,290 at 6%; with 50% employer match about $130,290 at 4% or $86,860 at 6%; with 100% employer match about $97,718 at 4% or $65,145 at 6%.
200011$1,166,420$0-
Alan S Rockoff Keogh Plan with Smith Barney Inc-1$1,166,420--
199911$1,283,059$0-
Alan S Rockoff Keogh Plan with Smith Barney Inc-1$1,283,059--