Civic Intelligence

John B. Montana, M.D.

Plan context: John B. Montana, M.D. Profit Sharing Plan

EIN 13-3161313 • 9 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$326,273

2003 Contributions

$6,786

Historical Graphs

Total Assets Over Time

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

$415,526$207,763$0199920002002YearValue
$326,273Latest year 2002

Participants Over Time

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

320199920012002YearValue
2Latest year 2002

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
200310$0$0-
John B. Montana, M.D. Profit Sharing Plan-0---
200222$326,273$0-
John B. Montana, M.D. Profit Sharing Plan-2$326,273--
John B. Montana, M.D. Money Purchase Plan-0---
200123$0$0-
John B. Montana, M.D. Profit Sharing Plan-3---
John B. Montana, M.D. Money Purchase Plan-3---
200023$74,558$6,786$2,262iApproximate average salary by contribution assumption: employee only about $56,550 at 4% or $37,700 at 6%; with 50% employer match about $37,700 at 4% or $25,133 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
John B. Montana, M.D. Money Purchase Plan-3$74,558$6,786$2,262iApproximate average salary by contribution assumption: employee only about $56,550 at 4% or $37,700 at 6%; with 50% employer match about $37,700 at 4% or $25,133 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
John B. Montana, M.D. Profit Sharing Plan-3---
199923$415,526$36,529$12,176iApproximate average salary by contribution assumption: employee only about $304,408 at 4% or $202,939 at 6%; with 50% employer match about $202,939 at 4% or $135,293 at 6%; with 100% employer match about $152,204 at 4% or $101,469 at 6%.
John B. Montana, M.D. Profit Sharing Plan-3$345,281$26,405$8,802iApproximate average salary by contribution assumption: employee only about $220,042 at 4% or $146,694 at 6%; with 50% employer match about $146,694 at 4% or $97,796 at 6%; with 100% employer match about $110,021 at 4% or $73,347 at 6%.
John B. Montana, M.D. Money Purchase Plan-3$70,245$10,124$3,375iApproximate average salary by contribution assumption: employee only about $84,367 at 4% or $56,244 at 6%; with 50% employer match about $56,244 at 4% or $37,496 at 6%; with 100% employer match about $42,183 at 4% or $28,122 at 6%.