Civic Intelligence

Michael B. Whalen M.D.

Plan context: Michael B. Whalen M.D. Retirement Plan

EIN 14-1555854 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$2,056,836

2008 Contributions

$20,961

Historical Graphs

Total Assets Over Time

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

$2,056,836$1,028,418$0199920042007YearValue
$2,056,836Latest year 2007

Participants Over Time

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

420199920042007YearValue
4Latest year 2007

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
200810$0$0-
Michael B. Whalen M.D. Retirement Plan-0---
200714$2,056,836$20,961$5,240iApproximate average salary by contribution assumption: employee only about $131,006 at 4% or $87,338 at 6%; with 50% employer match about $87,338 at 4% or $58,225 at 6%; with 100% employer match about $65,503 at 4% or $43,669 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$2,056,836$20,961$5,240iApproximate average salary by contribution assumption: employee only about $131,006 at 4% or $87,338 at 6%; with 50% employer match about $87,338 at 4% or $58,225 at 6%; with 100% employer match about $65,503 at 4% or $43,669 at 6%.
200614$1,865,550$28,620$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,865,550$28,620$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
200514$1,677,736$29,184$7,296iApproximate average salary by contribution assumption: employee only about $182,400 at 4% or $121,600 at 6%; with 50% employer match about $121,600 at 4% or $81,067 at 6%; with 100% employer match about $91,200 at 4% or $60,800 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,677,736$29,184$7,296iApproximate average salary by contribution assumption: employee only about $182,400 at 4% or $121,600 at 6%; with 50% employer match about $121,600 at 4% or $81,067 at 6%; with 100% employer match about $91,200 at 4% or $60,800 at 6%.
200414$1,589,239$31,222$7,806iApproximate average salary by contribution assumption: employee only about $195,138 at 4% or $130,092 at 6%; with 50% employer match about $130,092 at 4% or $86,728 at 6%; with 100% employer match about $97,569 at 4% or $65,046 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,589,239$31,222$7,806iApproximate average salary by contribution assumption: employee only about $195,138 at 4% or $130,092 at 6%; with 50% employer match about $130,092 at 4% or $86,728 at 6%; with 100% employer match about $97,569 at 4% or $65,046 at 6%.
200314$1,438,281$37,915$9,479iApproximate average salary by contribution assumption: employee only about $236,969 at 4% or $157,979 at 6%; with 50% employer match about $157,979 at 4% or $105,319 at 6%; with 100% employer match about $118,484 at 4% or $78,990 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,438,281$37,915$9,479iApproximate average salary by contribution assumption: employee only about $236,969 at 4% or $157,979 at 6%; with 50% employer match about $157,979 at 4% or $105,319 at 6%; with 100% employer match about $118,484 at 4% or $78,990 at 6%.
200214$1,337,106$35,162$8,791iApproximate average salary by contribution assumption: employee only about $219,763 at 4% or $146,508 at 6%; with 50% employer match about $146,508 at 4% or $97,672 at 6%; with 100% employer match about $109,881 at 4% or $73,254 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,337,106$35,162$8,791iApproximate average salary by contribution assumption: employee only about $219,763 at 4% or $146,508 at 6%; with 50% employer match about $146,508 at 4% or $97,672 at 6%; with 100% employer match about $109,881 at 4% or $73,254 at 6%.
200110$0$0-
Michael B. Whalen M.D. Retirement Plan-0---
200014$1,387,828$32,021$8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,421 at 6%; with 50% employer match about $133,421 at 4% or $88,947 at 6%; with 100% employer match about $100,066 at 4% or $66,710 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,387,828$32,021$8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,421 at 6%; with 50% employer match about $133,421 at 4% or $88,947 at 6%; with 100% employer match about $100,066 at 4% or $66,710 at 6%.
199914$1,298,824$32,952$8,238iApproximate average salary by contribution assumption: employee only about $205,950 at 4% or $137,300 at 6%; with 50% employer match about $137,300 at 4% or $91,533 at 6%; with 100% employer match about $102,975 at 4% or $68,650 at 6%.
Michael B. Whalen M.D. Retirement Plan-4$1,298,824$32,952$8,238iApproximate average salary by contribution assumption: employee only about $205,950 at 4% or $137,300 at 6%; with 50% employer match about $137,300 at 4% or $91,533 at 6%; with 100% employer match about $102,975 at 4% or $68,650 at 6%.