Civic Intelligence

Jay W Birnbaum MD

Plan context: JAY W. BIRNBAUM MONEY PURCHASE PLAN

EIN 13-3369625 • 17 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$46,012

2008 Contributions

$42,000

Historical Graphs

Total Assets Over Time

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

$280,570$140,285$0199920052008YearValue
$46,012Latest year 2008

Participants Over Time

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

210199920032008YearValue
1Latest year 2008

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
200821$46,012$0-
JAY W. BIRNBAUM MONEY PURCHASE PLAN-1$46,012--
Jay W Birnbaum Profit Sharing Plan-1---
200621$254,765$0-
Jay W Birnbaum Profit Sharing Plan-1$201,284--
JAY W. BIRNBAUM MONEY PURCHASE PLAN-1$53,481--
200521$280,570$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Jay W Birnbaum Profit Sharing Plan-1$219,406$35,175$35,175iApproximate average salary by contribution assumption: employee only about $879,375 at 4% or $586,250 at 6%; with 50% employer match about $586,250 at 4% or $390,833 at 6%; with 100% employer match about $439,688 at 4% or $293,125 at 6%.
JAY W. BIRNBAUM MONEY PURCHASE PLAN-1$61,164$6,825$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
200421$224,908$5,987$5,987iApproximate average salary by contribution assumption: employee only about $149,675 at 4% or $99,783 at 6%; with 50% employer match about $99,783 at 4% or $66,522 at 6%; with 100% employer match about $74,838 at 4% or $49,892 at 6%.
Jay W Birnbaum Profit Sharing Plan-1$171,730--
JAY W. BIRNBAUM MONEY PURCHASE PLAN-1$53,178$5,987$5,987iApproximate average salary by contribution assumption: employee only about $149,675 at 4% or $99,783 at 6%; with 50% employer match about $99,783 at 4% or $66,522 at 6%; with 100% employer match about $74,838 at 4% or $49,892 at 6%.
200322$202,037$8,206$4,103iApproximate average salary by contribution assumption: employee only about $102,575 at 4% or $68,383 at 6%; with 50% employer match about $68,383 at 4% or $45,589 at 6%; with 100% employer match about $51,288 at 4% or $34,192 at 6%.
Jay W Birnbaum Profit Sharing Plan-2$155,373--
JAY W. BIRNBAUM MONEY PURCHASE PLAN-2$46,664$8,206$4,103iApproximate average salary by contribution assumption: employee only about $102,575 at 4% or $68,383 at 6%; with 50% employer match about $68,383 at 4% or $45,589 at 6%; with 100% employer match about $51,288 at 4% or $34,192 at 6%.
200222$0$0-
Jay W Birnbaum Profit Sharing Plan-2---
JAY W. BIRNBAUM MONEY PURCHASE PLAN-2---
200122$0$0-
Jay W Birnbaum Profit Sharing Plan-2---
JAY W BIRNBAUM MONEY PURCHASE PLAN-2---
200022$0$0-
Jay W Birnbaum Profit Sharing Plan-2---
JAY W BIRNBAUM MONEY PURCHASE PLAN-2---
199912$60,518$30,024$15,012iApproximate average salary by contribution assumption: employee only about $375,300 at 4% or $250,200 at 6%; with 50% employer match about $250,200 at 4% or $166,800 at 6%; with 100% employer match about $187,650 at 4% or $125,100 at 6%.
Jay W Birnbaum Profit Sharing Plan-2$60,518$30,024$15,012iApproximate average salary by contribution assumption: employee only about $375,300 at 4% or $250,200 at 6%; with 50% employer match about $250,200 at 4% or $166,800 at 6%; with 100% employer match about $187,650 at 4% or $125,100 at 6%.