James G. Caligure DMD
Plan context: James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc.
EIN 11-2348435 • 6 filings • 6 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$1,766,518
2004 Contributions
$9,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $0 | $0 | - |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 1 | - | - | - |
| 2003 | 1 | 1 | $1,766,518 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 1 | $1,766,518 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2002 | 1 | 1 | $1,506,697 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 1 | $1,506,697 | $9,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 1 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 3 | - | - | - |
| 1999 | 1 | 1 | $1,804,896 | $18,787 | $18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%. |
| James G Caligure DMD Keogh Plan Money Purchase / Profit Sharing Plan Uta Charles Schwab and Co. Inc. | - | 1 | $1,804,896 | $18,787 | $18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%. |