Civic Intelligence

Burt Gelberg, M.D. PC.

Plan context: Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust

EIN 11-2227831 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

5

2004 Assets

$1,040,992

2004 Contributions

$29,346

Historical Graphs

Total Assets Over Time

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

$1,151,919$575,960$0199920022003YearValue
$1,040,992Latest year 2003

Participants Over Time

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

530199920012003YearValue
5Latest 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-
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-0---
200315$1,040,992$29,346$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-5$1,040,992$29,346$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
200215$828,261$29,470$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-5$828,261$29,470$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
200115$0$0-
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-5---
200015$0$0-
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-5---
199915$1,151,919$25,747$5,149iApproximate average salary by contribution assumption: employee only about $128,735 at 4% or $85,823 at 6%; with 50% employer match about $85,823 at 4% or $57,216 at 6%; with 100% employer match about $64,367 at 4% or $42,912 at 6%.
Burt Gelberg, M.D. PC. Money Purchase Pension Plan & Trust-5$1,151,919$25,747$5,149iApproximate average salary by contribution assumption: employee only about $128,735 at 4% or $85,823 at 6%; with 50% employer match about $85,823 at 4% or $57,216 at 6%; with 100% employer match about $64,367 at 4% or $42,912 at 6%.