Civic Intelligence

Harold G. Levine, M.D.

Plan context: Harold G. Levine, M.D. Retirement Trust

EIN 04-2803762 • Hyannis, MA • 19 filings • 2 plans

74 Park StreetHyannis, MA 02601
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$3,567,295

2016 Contributions

$36,959

Historical Graphs

Total Assets Over Time

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

$3,713,254$1,856,627$0199920092015YearValue
$3,567,295Latest year 2015

Participants Over Time

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

420199920072015YearValue
3Latest year 2015

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
201610$0$0-
Harold G. Levine, M.D. Retirement Trust-0$0$0-
201513$3,567,295$0-
Harold G. Levine, M.D. Retirement Trust-3$3,567,295$0-
201413$3,713,254$36,959$12,320iApproximate average salary by contribution assumption: employee only about $307,992 at 4% or $205,328 at 6%; with 50% employer match about $205,328 at 4% or $136,885 at 6%; with 100% employer match about $153,996 at 4% or $102,664 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$3,713,254$36,959$12,320iApproximate average salary by contribution assumption: employee only about $307,992 at 4% or $205,328 at 6%; with 50% employer match about $205,328 at 4% or $136,885 at 6%; with 100% employer match about $153,996 at 4% or $102,664 at 6%.
201313$3,456,662$42,232$14,077iApproximate average salary by contribution assumption: employee only about $351,933 at 4% or $234,622 at 6%; with 50% employer match about $234,622 at 4% or $156,415 at 6%; with 100% employer match about $175,967 at 4% or $117,311 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$3,456,662$42,232$14,077iApproximate average salary by contribution assumption: employee only about $351,933 at 4% or $234,622 at 6%; with 50% employer match about $234,622 at 4% or $156,415 at 6%; with 100% employer match about $175,967 at 4% or $117,311 at 6%.
201213$3,097,036$43,321$14,440iApproximate average salary by contribution assumption: employee only about $361,008 at 4% or $240,672 at 6%; with 50% employer match about $240,672 at 4% or $160,448 at 6%; with 100% employer match about $180,504 at 4% or $120,336 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$3,097,036$43,321$14,440iApproximate average salary by contribution assumption: employee only about $361,008 at 4% or $240,672 at 6%; with 50% employer match about $240,672 at 4% or $160,448 at 6%; with 100% employer match about $180,504 at 4% or $120,336 at 6%.
201113$2,767,358$54,113$18,038iApproximate average salary by contribution assumption: employee only about $450,942 at 4% or $300,628 at 6%; with 50% employer match about $300,628 at 4% or $200,419 at 6%; with 100% employer match about $225,471 at 4% or $150,314 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$2,767,358$54,113$18,038iApproximate average salary by contribution assumption: employee only about $450,942 at 4% or $300,628 at 6%; with 50% employer match about $300,628 at 4% or $200,419 at 6%; with 100% employer match about $225,471 at 4% or $150,314 at 6%.
201013$2,715,283$56,365$18,788iApproximate average salary by contribution assumption: employee only about $469,708 at 4% or $313,139 at 6%; with 50% employer match about $313,139 at 4% or $208,759 at 6%; with 100% employer match about $234,854 at 4% or $156,569 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$2,715,283$56,365$18,788iApproximate average salary by contribution assumption: employee only about $469,708 at 4% or $313,139 at 6%; with 50% employer match about $313,139 at 4% or $208,759 at 6%; with 100% employer match about $234,854 at 4% or $156,569 at 6%.
200913$2,365,251$55,584$18,528iApproximate average salary by contribution assumption: employee only about $463,200 at 4% or $308,800 at 6%; with 50% employer match about $308,800 at 4% or $205,867 at 6%; with 100% employer match about $231,600 at 4% or $154,400 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$2,365,251$55,584$18,528iApproximate average salary by contribution assumption: employee only about $463,200 at 4% or $308,800 at 6%; with 50% employer match about $308,800 at 4% or $205,867 at 6%; with 100% employer match about $231,600 at 4% or $154,400 at 6%.
200823$1,795,904$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Harold G. Levine, M.D. Retirement Trust-3$1,795,904$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-0---
200713$0$0-
Harold G. Levine, M.D. Target Benefit Plan-3---
200613$2,216,047$52,574$17,525iApproximate average salary by contribution assumption: employee only about $438,117 at 4% or $292,078 at 6%; with 50% employer match about $292,078 at 4% or $194,719 at 6%; with 100% employer match about $219,058 at 4% or $146,039 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-3$2,216,047$52,574$17,525iApproximate average salary by contribution assumption: employee only about $438,117 at 4% or $292,078 at 6%; with 50% employer match about $292,078 at 4% or $194,719 at 6%; with 100% employer match about $219,058 at 4% or $146,039 at 6%.
200513$1,867,962$50,653$16,884iApproximate average salary by contribution assumption: employee only about $422,108 at 4% or $281,406 at 6%; with 50% employer match about $281,406 at 4% or $187,604 at 6%; with 100% employer match about $211,054 at 4% or $140,703 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-3$1,867,962$50,653$16,884iApproximate average salary by contribution assumption: employee only about $422,108 at 4% or $281,406 at 6%; with 50% employer match about $281,406 at 4% or $187,604 at 6%; with 100% employer match about $211,054 at 4% or $140,703 at 6%.
200413$1,757,424$48,977$16,326iApproximate average salary by contribution assumption: employee only about $408,142 at 4% or $272,094 at 6%; with 50% employer match about $272,094 at 4% or $181,396 at 6%; with 100% employer match about $204,071 at 4% or $136,047 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-3$1,757,424$48,977$16,326iApproximate average salary by contribution assumption: employee only about $408,142 at 4% or $272,094 at 6%; with 50% employer match about $272,094 at 4% or $181,396 at 6%; with 100% employer match about $204,071 at 4% or $136,047 at 6%.
200313$1,598,937$47,372$15,791iApproximate average salary by contribution assumption: employee only about $394,767 at 4% or $263,178 at 6%; with 50% employer match about $263,178 at 4% or $175,452 at 6%; with 100% employer match about $197,383 at 4% or $131,589 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-3$1,598,937$47,372$15,791iApproximate average salary by contribution assumption: employee only about $394,767 at 4% or $263,178 at 6%; with 50% employer match about $263,178 at 4% or $175,452 at 6%; with 100% employer match about $197,383 at 4% or $131,589 at 6%.
200214$0$0-
Harold G. Levine, M.D. Target Benefit Plan-4---
200114$0$0-
Harold G. Levine, M.D. Target Benefit Plan-4---
200014$0$0-
Harold G. Levine, M.D. Target Benefit Plan-4---
199914$1,641,801$38,449$9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%.
Harold G. Levine, M.D. Target Benefit Plan-4$1,641,801$38,449$9,612iApproximate average salary by contribution assumption: employee only about $240,306 at 4% or $160,204 at 6%; with 50% employer match about $160,204 at 4% or $106,803 at 6%; with 100% employer match about $120,153 at 4% or $80,102 at 6%.