Civic Intelligence

Nancy M. Waltner, M.D.

Plan context: Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust

EIN 13-3586060 • 11 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$738,115

2007 Contributions

$28,022

Historical Graphs

Total Assets Over Time

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

$826,957$413,479$0199920042005YearValue
$738,115Latest year 2005

Participants Over Time

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

210199920022005YearValue
2Latest year 2005

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
200710$0$0-
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-0---
200512$738,115$0-
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2$738,115--
200412$706,341$0-
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2$706,341--
200222$0$0-
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2---
Money Purchase Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-0---
200122$0$0-
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2---
Money Purchase Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2---
200022$335,162$28,022$14,011iApproximate average salary by contribution assumption: employee only about $350,275 at 4% or $233,517 at 6%; with 50% employer match about $233,517 at 4% or $155,678 at 6%; with 100% employer match about $175,138 at 4% or $116,758 at 6%.
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2$335,162$28,022$14,011iApproximate average salary by contribution assumption: employee only about $350,275 at 4% or $233,517 at 6%; with 50% employer match about $233,517 at 4% or $155,678 at 6%; with 100% employer match about $175,138 at 4% or $116,758 at 6%.
Money Purchase Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2---
199922$826,957$34,500$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Money Purchase Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2$494,689$20,080$10,040iApproximate average salary by contribution assumption: employee only about $251,000 at 4% or $167,333 at 6%; with 50% employer match about $167,333 at 4% or $111,556 at 6%; with 100% employer match about $125,500 at 4% or $83,667 at 6%.
Profit Sharing Plan Under the Nancy M. Waltner, M.D. Retirement Plan and Trust-2$332,268$14,420$7,210iApproximate average salary by contribution assumption: employee only about $180,250 at 4% or $120,167 at 6%; with 50% employer match about $120,167 at 4% or $80,111 at 6%; with 100% employer match about $90,125 at 4% or $60,083 at 6%.