Civic Intelligence

Gerald J. Smallberg, M.D. PC.

Plan context: Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust

EIN 13-3068355 • New York, NY • 19 filings • 3 plans

1010 Fifth AvenueNew York, NY 10028
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$483,268

2017 Contributions

$58,401

Historical Graphs

Total Assets Over Time

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

$780,929$390,465$0199920082016YearValue
$483,268Latest year 2016

Participants Over Time

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

320199920082016YearValue
3Latest year 2016

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
201710$0$0-
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-0$0$0-
201613$483,268$58,401$19,467iApproximate average salary by contribution assumption: employee only about $486,675 at 4% or $324,450 at 6%; with 50% employer match about $324,450 at 4% or $216,300 at 6%; with 100% employer match about $243,338 at 4% or $162,225 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$483,268$58,401$19,467iApproximate average salary by contribution assumption: employee only about $486,675 at 4% or $324,450 at 6%; with 50% employer match about $324,450 at 4% or $216,300 at 6%; with 100% employer match about $243,338 at 4% or $162,225 at 6%.
201513$429,628$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$429,628$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201413$403,918$59,216$19,739iApproximate average salary by contribution assumption: employee only about $493,467 at 4% or $328,978 at 6%; with 50% employer match about $328,978 at 4% or $219,319 at 6%; with 100% employer match about $246,733 at 4% or $164,489 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$403,918$59,216$19,739iApproximate average salary by contribution assumption: employee only about $493,467 at 4% or $328,978 at 6%; with 50% employer match about $328,978 at 4% or $219,319 at 6%; with 100% employer match about $246,733 at 4% or $164,489 at 6%.
201313$346,038$0-
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$346,038--
201213$324,572$53,220$17,740iApproximate average salary by contribution assumption: employee only about $443,500 at 4% or $295,667 at 6%; with 50% employer match about $295,667 at 4% or $197,111 at 6%; with 100% employer match about $221,750 at 4% or $147,833 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$324,572$53,220$17,740iApproximate average salary by contribution assumption: employee only about $443,500 at 4% or $295,667 at 6%; with 50% employer match about $295,667 at 4% or $197,111 at 6%; with 100% employer match about $221,750 at 4% or $147,833 at 6%.
201113$252,876$52,220$17,407iApproximate average salary by contribution assumption: employee only about $435,167 at 4% or $290,111 at 6%; with 50% employer match about $290,111 at 4% or $193,407 at 6%; with 100% employer match about $217,583 at 4% or $145,056 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$252,876$52,220$17,407iApproximate average salary by contribution assumption: employee only about $435,167 at 4% or $290,111 at 6%; with 50% employer match about $290,111 at 4% or $193,407 at 6%; with 100% employer match about $217,583 at 4% or $145,056 at 6%.
201013$203,440$51,928$17,309iApproximate average salary by contribution assumption: employee only about $432,733 at 4% or $288,489 at 6%; with 50% employer match about $288,489 at 4% or $192,326 at 6%; with 100% employer match about $216,367 at 4% or $144,244 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-3$203,440$51,928$17,309iApproximate average salary by contribution assumption: employee only about $432,733 at 4% or $288,489 at 6%; with 50% employer match about $288,489 at 4% or $192,326 at 6%; with 100% employer match about $216,367 at 4% or $144,244 at 6%.
200912$187,243$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$187,243$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200811$132,057$61,737$61,737iApproximate average salary by contribution assumption: employee only about $1,543,425 at 4% or $1,028,950 at 6%; with 50% employer match about $1,028,950 at 4% or $685,967 at 6%; with 100% employer match about $771,713 at 4% or $514,475 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-1$132,057$61,737$61,737iApproximate average salary by contribution assumption: employee only about $1,543,425 at 4% or $1,028,950 at 6%; with 50% employer match about $1,028,950 at 4% or $685,967 at 6%; with 100% employer match about $771,713 at 4% or $514,475 at 6%.
200712$0$0-
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2---
200612$214,058$46,300$23,150iApproximate average salary by contribution assumption: employee only about $578,750 at 4% or $385,833 at 6%; with 50% employer match about $385,833 at 4% or $257,222 at 6%; with 100% employer match about $289,375 at 4% or $192,917 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$214,058$46,300$23,150iApproximate average salary by contribution assumption: employee only about $578,750 at 4% or $385,833 at 6%; with 50% employer match about $385,833 at 4% or $257,222 at 6%; with 100% employer match about $289,375 at 4% or $192,917 at 6%.
200512$155,981$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$155,981$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200412$103,393$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$103,393$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
200312$780,929$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$780,929$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200212$625,341$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$625,341$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
200112$662,962$36,460$18,230iApproximate average salary by contribution assumption: employee only about $455,750 at 4% or $303,833 at 6%; with 50% employer match about $303,833 at 4% or $202,556 at 6%; with 100% employer match about $227,875 at 4% or $151,917 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$662,962$36,460$18,230iApproximate average salary by contribution assumption: employee only about $455,750 at 4% or $303,833 at 6%; with 50% employer match about $303,833 at 4% or $202,556 at 6%; with 100% employer match about $227,875 at 4% or $151,917 at 6%.
200012$687,557$31,110$15,555iApproximate average salary by contribution assumption: employee only about $388,875 at 4% or $259,250 at 6%; with 50% employer match about $259,250 at 4% or $172,833 at 6%; with 100% employer match about $194,438 at 4% or $129,625 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$687,557$31,110$15,555iApproximate average salary by contribution assumption: employee only about $388,875 at 4% or $259,250 at 6%; with 50% employer match about $259,250 at 4% or $172,833 at 6%; with 100% employer match about $194,438 at 4% or $129,625 at 6%.
199912$608,689$164,789$82,395iApproximate average salary by contribution assumption: employee only about $2,059,863 at 4% or $1,373,242 at 6%; with 50% employer match about $1,373,242 at 4% or $915,494 at 6%; with 100% employer match about $1,029,931 at 4% or $686,621 at 6%.
Gerald J. Smallberg, M.D. PC. Money Purchase Pension Trust-2$608,689$164,789$82,395iApproximate average salary by contribution assumption: employee only about $2,059,863 at 4% or $1,373,242 at 6%; with 50% employer match about $1,373,242 at 4% or $915,494 at 6%; with 100% employer match about $1,029,931 at 4% or $686,621 at 6%.