Civic Intelligence

Joel Loewenstein, M.D. PC.

Plan context: Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust

EIN 11-2552957 • Lawrence, NY • 27 filings • 3 plans

40 Herrick DriveLawrence, NY 11559
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,618,813

2025 Contributions

$31,379

Historical Graphs

Total Assets Over Time

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

$1,698,712$849,356$0199920152025YearValue
$1,618,813Latest year 2025

Participants Over Time

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

630199920122025YearValue
3Latest year 2025

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
202513$1,618,813$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,618,813$0-
202413$1,401,428$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,401,428$0-
202313$1,435,972$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,435,972$0-
202213$1,513,415$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,513,415$0-
202113$1,688,149$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,688,149$0-
202013$1,698,712$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,698,712$0-
201913$1,674,569$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,674,569--
201813$1,435,802$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,435,802$0-
201713$1,592,445$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,592,445$0-
201613$1,504,520$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,504,520$0-
201513$1,518,262$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,518,262--
201413$1,479,950$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,479,950$0-
201313$1,395,568$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,395,568--
201213$1,140,255$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,140,255$0-
201113$1,061,129$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,061,129--
201014$1,078,236$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-4$1,078,236--
200914$1,003,176$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-4$1,003,176--
200816$0$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-6---
200713$0$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3---
200613$1,089,844$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$1,089,844--
200513$975,558$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$975,558--
200413$949,643$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$949,643--
200313$878,990$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3$878,990--
200213$0$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3---
200113$0$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-3---
200012$0$0-
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-2---
199912$862,739$31,379$15,690iApproximate average salary by contribution assumption: employee only about $392,238 at 4% or $261,492 at 6%; with 50% employer match about $261,492 at 4% or $174,328 at 6%; with 100% employer match about $196,119 at 4% or $130,746 at 6%.
Joel Loewenstein, M.D. PC. Money Purchase Pension Plan and Trust-2$862,739$31,379$15,690iApproximate average salary by contribution assumption: employee only about $392,238 at 4% or $261,492 at 6%; with 50% employer match about $261,492 at 4% or $174,328 at 6%; with 100% employer match about $196,119 at 4% or $130,746 at 6%.