Civic Intelligence

James M. Charland, MD PC

Plan context: James M. Charland, MD PC Retirement Trust

EIN 14-1756229 • Amsterdam, NY • 13 filings • 3 plans

422 1/2 Guy Park AvenueAmsterdam, NY 12010
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$373,877

2011 Contributions

$3,910

Historical Graphs

Total Assets Over Time

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

$373,877$186,939$0199920052010YearValue
$373,877Latest year 2010

Participants Over Time

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

25130199920052010YearValue
4Latest year 2010

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
201110$0$3,910-
James M. Charland, MD PC Retirement Trust-0-$3,910-
201014$373,877$5,750$1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%.
James M. Charland, MD PC Retirement Trust-4$373,877$5,750$1,438iApproximate average salary by contribution assumption: employee only about $35,938 at 4% or $23,958 at 6%; with 50% employer match about $23,958 at 4% or $15,972 at 6%; with 100% employer match about $17,969 at 4% or $11,979 at 6%.
200917$332,298$52,275$7,468iApproximate average salary by contribution assumption: employee only about $186,696 at 4% or $124,464 at 6%; with 50% employer match about $124,464 at 4% or $82,976 at 6%; with 100% employer match about $93,348 at 4% or $62,232 at 6%.
James M. Charland, MD PC Retirement Trust-7$332,298$52,275$7,468iApproximate average salary by contribution assumption: employee only about $186,696 at 4% or $124,464 at 6%; with 50% employer match about $124,464 at 4% or $82,976 at 6%; with 100% employer match about $93,348 at 4% or $62,232 at 6%.
200814$231,569$50,480$12,620iApproximate average salary by contribution assumption: employee only about $315,500 at 4% or $210,333 at 6%; with 50% employer match about $210,333 at 4% or $140,222 at 6%; with 100% employer match about $157,750 at 4% or $105,167 at 6%.
James M. Charland, MD PC Retirement Trust-4$231,569$50,480$12,620iApproximate average salary by contribution assumption: employee only about $315,500 at 4% or $210,333 at 6%; with 50% employer match about $210,333 at 4% or $140,222 at 6%; with 100% employer match about $157,750 at 4% or $105,167 at 6%.
200718$0$0-
James M. Charland, MD PC Retirement Trust-8---
200618$282,620$5,930$741iApproximate average salary by contribution assumption: employee only about $18,531 at 4% or $12,354 at 6%; with 50% employer match about $12,354 at 4% or $8,236 at 6%; with 100% employer match about $9,266 at 4% or $6,177 at 6%.
James M. Charland, MD PC Retirement Trust-8$282,620$5,930$741iApproximate average salary by contribution assumption: employee only about $18,531 at 4% or $12,354 at 6%; with 50% employer match about $12,354 at 4% or $8,236 at 6%; with 100% employer match about $9,266 at 4% or $6,177 at 6%.
2005112$270,480$8,070$673iApproximate average salary by contribution assumption: employee only about $16,813 at 4% or $11,208 at 6%; with 50% employer match about $11,208 at 4% or $7,472 at 6%; with 100% employer match about $8,406 at 4% or $5,604 at 6%.
James M. Charland, MD PC Retirement Trust-12$270,480$8,070$673iApproximate average salary by contribution assumption: employee only about $16,813 at 4% or $11,208 at 6%; with 50% employer match about $11,208 at 4% or $7,472 at 6%; with 100% employer match about $8,406 at 4% or $5,604 at 6%.
200419$256,030$7,320$813iApproximate average salary by contribution assumption: employee only about $20,333 at 4% or $13,556 at 6%; with 50% employer match about $13,556 at 4% or $9,037 at 6%; with 100% employer match about $10,167 at 4% or $6,778 at 6%.
James M. Charland, MD PC Retirement Trust-9$256,030$7,320$813iApproximate average salary by contribution assumption: employee only about $20,333 at 4% or $13,556 at 6%; with 50% employer match about $13,556 at 4% or $9,037 at 6%; with 100% employer match about $10,167 at 4% or $6,778 at 6%.
200318$246,301$20,086$2,511iApproximate average salary by contribution assumption: employee only about $62,769 at 4% or $41,846 at 6%; with 50% employer match about $41,846 at 4% or $27,897 at 6%; with 100% employer match about $31,384 at 4% or $20,923 at 6%.
James M. Charland, MD PC Retirement Trust-8$246,301$20,086$2,511iApproximate average salary by contribution assumption: employee only about $62,769 at 4% or $41,846 at 6%; with 50% employer match about $41,846 at 4% or $27,897 at 6%; with 100% employer match about $31,384 at 4% or $20,923 at 6%.
2002125$262,935$28,518$1,141iApproximate average salary by contribution assumption: employee only about $28,518 at 4% or $19,012 at 6%; with 50% employer match about $19,012 at 4% or $12,675 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
James M. Charland, MD PC Retirement Trust-25$262,935$28,518$1,141iApproximate average salary by contribution assumption: employee only about $28,518 at 4% or $19,012 at 6%; with 50% employer match about $19,012 at 4% or $12,675 at 6%; with 100% employer match about $14,259 at 4% or $9,506 at 6%.
2001122$0$0-
James M. Charland, MD PC Retirement Trust-22---
200015$354,709$41,512$8,302iApproximate average salary by contribution assumption: employee only about $207,560 at 4% or $138,373 at 6%; with 50% employer match about $138,373 at 4% or $92,249 at 6%; with 100% employer match about $103,780 at 4% or $69,187 at 6%.
James M. Charland, MD PC Retirement Trust-5$354,709$41,512$8,302iApproximate average salary by contribution assumption: employee only about $207,560 at 4% or $138,373 at 6%; with 50% employer match about $138,373 at 4% or $92,249 at 6%; with 100% employer match about $103,780 at 4% or $69,187 at 6%.
1999110$333,352$5,860$586iApproximate average salary by contribution assumption: employee only about $14,650 at 4% or $9,767 at 6%; with 50% employer match about $9,767 at 4% or $6,511 at 6%; with 100% employer match about $7,325 at 4% or $4,883 at 6%.
James M. Charland, MD PC Retirement Trust-10$333,352$5,860$586iApproximate average salary by contribution assumption: employee only about $14,650 at 4% or $9,767 at 6%; with 50% employer match about $9,767 at 4% or $6,511 at 6%; with 100% employer match about $7,325 at 4% or $4,883 at 6%.