Civic Intelligence

Nebres/Patel LLP

Plan context: Jose F. Nebres, M.D. Cash Balance Plan

EIN 14-1836729 • Latham, NY • 10 filings • 2 plans

15 Fox RunLatham, NY 12110
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$476,481

2016 Contributions

$173,316

Historical Graphs

Total Assets Over Time

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

$521,240$260,620$0201220142015YearValue
$476,481Latest year 2015

Participants Over Time

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

420201220142015YearValue
3Latest year 2015

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
201620$0$0-
Jose F. Nebres, MD 401(K) Plan-0$0--
Jose F. Nebres, M.D. Cash Balance Plan-0$0$0-
201523$476,481$0-
Jose F. Nebres, M.D. Cash Balance Plan-3$459,094$0-
Jose F. Nebres, MD 401(K) Plan-2$17,387$0-
201423$521,240$173,316$57,772iApproximate average salary by contribution assumption: employee only about $1,444,300 at 4% or $962,867 at 6%; with 50% employer match about $962,867 at 4% or $641,911 at 6%; with 100% employer match about $722,150 at 4% or $481,433 at 6%.
Jose F. Nebres, M.D. Cash Balance Plan-3$492,143$160,957$53,652iApproximate average salary by contribution assumption: employee only about $1,341,308 at 4% or $894,206 at 6%; with 50% employer match about $894,206 at 4% or $596,137 at 6%; with 100% employer match about $670,654 at 4% or $447,103 at 6%.
Jose F. Nebres, MD 401(K) Plan-3$29,097$12,359$4,120iApproximate average salary by contribution assumption: employee only about $102,992 at 4% or $68,661 at 6%; with 50% employer match about $68,661 at 4% or $45,774 at 6%; with 100% employer match about $51,496 at 4% or $34,331 at 6%.
201323$344,127$142,079$47,360iApproximate average salary by contribution assumption: employee only about $1,183,992 at 4% or $789,328 at 6%; with 50% employer match about $789,328 at 4% or $526,219 at 6%; with 100% employer match about $591,996 at 4% or $394,664 at 6%.
Jose F. Nebres, M.D. Cash Balance Plan-3$327,939$135,818$45,273iApproximate average salary by contribution assumption: employee only about $1,131,817 at 4% or $754,544 at 6%; with 50% employer match about $754,544 at 4% or $503,030 at 6%; with 100% employer match about $565,908 at 4% or $377,272 at 6%.
Jose F. Nebres, MD 401(K) Plan-3$16,188$6,261$2,087iApproximate average salary by contribution assumption: employee only about $52,175 at 4% or $34,783 at 6%; with 50% employer match about $34,783 at 4% or $23,189 at 6%; with 100% employer match about $26,088 at 4% or $17,392 at 6%.
201224$187,388$187,388$46,847iApproximate average salary by contribution assumption: employee only about $1,171,175 at 4% or $780,783 at 6%; with 50% employer match about $780,783 at 4% or $520,522 at 6%; with 100% employer match about $585,588 at 4% or $390,392 at 6%.
Jose F. Nebres, M.D. Cash Balance Plan-4$178,935$178,935$44,734iApproximate average salary by contribution assumption: employee only about $1,118,344 at 4% or $745,563 at 6%; with 50% employer match about $745,563 at 4% or $497,042 at 6%; with 100% employer match about $559,172 at 4% or $372,781 at 6%.
Jose F. Nebres, MD 401(K) Plan-2$8,453$8,453$4,227iApproximate average salary by contribution assumption: employee only about $105,663 at 4% or $70,442 at 6%; with 50% employer match about $70,442 at 4% or $46,961 at 6%; with 100% employer match about $52,831 at 4% or $35,221 at 6%.