Usama a Sbitany, M.D.
Plan context: U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN
EIN 16-1256994 • Rochester, NY • 29 filings • 13 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$4,208,763
2021 Contributions
$139,048
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2020 | 1 | 3 | $4,208,763 | $139,048 | $46,349iApproximate average salary by contribution assumption: employee only about $1,158,733 at 4% or $772,489 at 6%; with 50% employer match about $772,489 at 4% or $514,993 at 6%; with 100% employer match about $579,367 at 4% or $386,244 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 3 | $4,208,763 | $139,048 | $46,349iApproximate average salary by contribution assumption: employee only about $1,158,733 at 4% or $772,489 at 6%; with 50% employer match about $772,489 at 4% or $514,993 at 6%; with 100% employer match about $579,367 at 4% or $386,244 at 6%. |
| 2019 | 1 | 3 | $4,099,486 | $78,861 | $26,287iApproximate average salary by contribution assumption: employee only about $657,175 at 4% or $438,117 at 6%; with 50% employer match about $438,117 at 4% or $292,078 at 6%; with 100% employer match about $328,588 at 4% or $219,058 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 3 | $4,099,486 | $78,861 | $26,287iApproximate average salary by contribution assumption: employee only about $657,175 at 4% or $438,117 at 6%; with 50% employer match about $438,117 at 4% or $292,078 at 6%; with 100% employer match about $328,588 at 4% or $219,058 at 6%. |
| 2018 | 1 | 3 | $3,418,495 | $76,651 | $25,550iApproximate average salary by contribution assumption: employee only about $638,758 at 4% or $425,839 at 6%; with 50% employer match about $425,839 at 4% or $283,893 at 6%; with 100% employer match about $319,379 at 4% or $212,919 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 3 | $3,418,495 | $76,651 | $25,550iApproximate average salary by contribution assumption: employee only about $638,758 at 4% or $425,839 at 6%; with 50% employer match about $425,839 at 4% or $283,893 at 6%; with 100% employer match about $319,379 at 4% or $212,919 at 6%. |
| 2017 | 1 | 3 | $3,663,631 | $92,753 | $30,918iApproximate average salary by contribution assumption: employee only about $772,942 at 4% or $515,294 at 6%; with 50% employer match about $515,294 at 4% or $343,530 at 6%; with 100% employer match about $386,471 at 4% or $257,647 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 3 | $3,663,631 | $92,753 | $30,918iApproximate average salary by contribution assumption: employee only about $772,942 at 4% or $515,294 at 6%; with 50% employer match about $515,294 at 4% or $343,530 at 6%; with 100% employer match about $386,471 at 4% or $257,647 at 6%. |
| 2016 | 1 | 3 | $3,180,065 | $91,296 | $30,432iApproximate average salary by contribution assumption: employee only about $760,800 at 4% or $507,200 at 6%; with 50% employer match about $507,200 at 4% or $338,133 at 6%; with 100% employer match about $380,400 at 4% or $253,600 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 3 | $3,180,065 | $91,296 | $30,432iApproximate average salary by contribution assumption: employee only about $760,800 at 4% or $507,200 at 6%; with 50% employer match about $507,200 at 4% or $338,133 at 6%; with 100% employer match about $380,400 at 4% or $253,600 at 6%. |
| 2015 | 1 | 4 | $2,831,717 | $91,139 | $22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $2,831,717 | $91,139 | $22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%. |
| 2014 | 1 | 4 | $2,855,155 | $90,235 | $22,559iApproximate average salary by contribution assumption: employee only about $563,969 at 4% or $375,979 at 6%; with 50% employer match about $375,979 at 4% or $250,653 at 6%; with 100% employer match about $281,984 at 4% or $187,990 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $2,855,155 | $90,235 | $22,559iApproximate average salary by contribution assumption: employee only about $563,969 at 4% or $375,979 at 6%; with 50% employer match about $375,979 at 4% or $250,653 at 6%; with 100% employer match about $281,984 at 4% or $187,990 at 6%. |
| 2013 | 1 | 4 | $2,694,221 | $88,932 | $22,233iApproximate average salary by contribution assumption: employee only about $555,825 at 4% or $370,550 at 6%; with 50% employer match about $370,550 at 4% or $247,033 at 6%; with 100% employer match about $277,913 at 4% or $185,275 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $2,694,221 | $88,932 | $22,233iApproximate average salary by contribution assumption: employee only about $555,825 at 4% or $370,550 at 6%; with 50% employer match about $370,550 at 4% or $247,033 at 6%; with 100% employer match about $277,913 at 4% or $185,275 at 6%. |
| 2012 | 1 | 4 | $2,268,568 | $87,067 | $21,767iApproximate average salary by contribution assumption: employee only about $544,169 at 4% or $362,779 at 6%; with 50% employer match about $362,779 at 4% or $241,853 at 6%; with 100% employer match about $272,084 at 4% or $181,390 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $2,268,568 | $87,067 | $21,767iApproximate average salary by contribution assumption: employee only about $544,169 at 4% or $362,779 at 6%; with 50% employer match about $362,779 at 4% or $241,853 at 6%; with 100% employer match about $272,084 at 4% or $181,390 at 6%. |
| 2011 | 1 | 4 | $2,007,981 | $85,457 | $21,364iApproximate average salary by contribution assumption: employee only about $534,106 at 4% or $356,071 at 6%; with 50% employer match about $356,071 at 4% or $237,381 at 6%; with 100% employer match about $267,053 at 4% or $178,035 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $2,007,981 | $85,457 | $21,364iApproximate average salary by contribution assumption: employee only about $534,106 at 4% or $356,071 at 6%; with 50% employer match about $356,071 at 4% or $237,381 at 6%; with 100% employer match about $267,053 at 4% or $178,035 at 6%. |
| 2010 | 1 | 4 | $1,998,417 | $85,557 | $21,389iApproximate average salary by contribution assumption: employee only about $534,731 at 4% or $356,488 at 6%; with 50% employer match about $356,488 at 4% or $237,658 at 6%; with 100% employer match about $267,366 at 4% or $178,244 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $1,998,417 | $85,557 | $21,389iApproximate average salary by contribution assumption: employee only about $534,731 at 4% or $356,488 at 6%; with 50% employer match about $356,488 at 4% or $237,658 at 6%; with 100% employer match about $267,366 at 4% or $178,244 at 6%. |
| 2009 | 1 | 4 | $1,772,485 | $85,232 | $21,308iApproximate average salary by contribution assumption: employee only about $532,700 at 4% or $355,133 at 6%; with 50% employer match about $355,133 at 4% or $236,756 at 6%; with 100% employer match about $266,350 at 4% or $177,567 at 6%. |
| U. A. SBITANY, M. D. SAVINGS AND RETIREMENT PLAN | - | 4 | $1,772,485 | $85,232 | $21,308iApproximate average salary by contribution assumption: employee only about $532,700 at 4% or $355,133 at 6%; with 50% employer match about $355,133 at 4% or $236,756 at 6%; with 100% employer match about $266,350 at 4% or $177,567 at 6%. |
| 2006 | 1 | 4 | $1,515,935 | $77,535 | $19,384iApproximate average salary by contribution assumption: employee only about $484,594 at 4% or $323,063 at 6%; with 50% employer match about $323,063 at 4% or $215,375 at 6%; with 100% employer match about $242,297 at 4% or $161,531 at 6%. |
| U.A. SBITANY, M.D. SAVINGS AND RETIREMENT PLAN | - | 4 | $1,515,935 | $77,535 | $19,384iApproximate average salary by contribution assumption: employee only about $484,594 at 4% or $323,063 at 6%; with 50% employer match about $323,063 at 4% or $215,375 at 6%; with 100% employer match about $242,297 at 4% or $161,531 at 6%. |
| 2005 | 1 | 4 | $1,292,633 | $72,752 | $18,188iApproximate average salary by contribution assumption: employee only about $454,700 at 4% or $303,133 at 6%; with 50% employer match about $303,133 at 4% or $202,089 at 6%; with 100% employer match about $227,350 at 4% or $151,567 at 6%. |
| U.A. SBITANY, M.D. SAVINGS AND RETIREMENT PLAN | - | 4 | $1,292,633 | $72,752 | $18,188iApproximate average salary by contribution assumption: employee only about $454,700 at 4% or $303,133 at 6%; with 50% employer match about $303,133 at 4% or $202,089 at 6%; with 100% employer match about $227,350 at 4% or $151,567 at 6%. |
| 2004 | 1 | 4 | $1,136,604 | $947,685 | $236,921iApproximate average salary by contribution assumption: employee only about $5,923,031 at 4% or $3,948,688 at 6%; with 50% employer match about $3,948,688 at 4% or $2,632,458 at 6%; with 100% employer match about $2,961,516 at 4% or $1,974,344 at 6%. |
| U.A. SBITANY, M.D. SAVINGS AND RETIREMENT PLAN | - | 4 | $1,136,604 | $947,685 | $236,921iApproximate average salary by contribution assumption: employee only about $5,923,031 at 4% or $3,948,688 at 6%; with 50% employer match about $3,948,688 at 4% or $2,632,458 at 6%; with 100% employer match about $2,961,516 at 4% or $1,974,344 at 6%. |
| 2003 | 3 | 4 | $0 | $0 | - |
| MERRILL LYNCH 401K PLAN SAM A SBITANY M.D. ACCT 810-05 | - | 4 | - | - | - |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 3 | - | - | - |
| Oppenheimer Keogh HR-10 Plan Profit Sharing 15% Money Purchase-Re-Activated 1998 -10% | - | 4 | - | - | - |
| 2002 | 3 | 4 | $925,699 | $103,963 | $25,991iApproximate average salary by contribution assumption: employee only about $649,769 at 4% or $433,179 at 6%; with 50% employer match about $433,179 at 4% or $288,786 at 6%; with 100% employer match about $324,884 at 4% or $216,590 at 6%. |
| Oppenheimer Keogh HR-10 Plan Profit Sharing 15% Money Purchase-Re-Activated 1998 -10% | - | 4 | $659,031 | $52,047 | $13,012iApproximate average salary by contribution assumption: employee only about $325,294 at 4% or $216,863 at 6%; with 50% employer match about $216,863 at 4% or $144,575 at 6%; with 100% employer match about $162,647 at 4% or $108,431 at 6%. |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 0 | $214,742 | - | - |
| MERRILL LYNCH 401K PLAN SAM A SBITANY MD ACT 810-05 | - | 4 | $51,926 | $51,916 | $12,979iApproximate average salary by contribution assumption: employee only about $324,475 at 4% or $216,317 at 6%; with 50% employer match about $216,317 at 4% or $144,211 at 6%; with 100% employer match about $162,238 at 4% or $108,158 at 6%. |
| 2001 | 3 | 4 | $972,277 | $46,395 | $11,599iApproximate average salary by contribution assumption: employee only about $289,969 at 4% or $193,313 at 6%; with 50% employer match about $193,313 at 4% or $128,875 at 6%; with 100% employer match about $144,984 at 4% or $96,656 at 6%. |
| Oppenheimer Keogh HR-10 Plan Profit Sharing 15% Money Purchase-Re-Activated 1998 -10% | - | 4 | $734,602 | $46,395 | $11,599iApproximate average salary by contribution assumption: employee only about $289,969 at 4% or $193,313 at 6%; with 50% employer match about $193,313 at 4% or $128,875 at 6%; with 100% employer match about $144,984 at 4% or $96,656 at 6%. |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 3 | $237,675 | - | - |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 3 | - | - | - |
| 2000 | 2 | 4 | $1,010,565 | $46,104 | $11,526iApproximate average salary by contribution assumption: employee only about $288,150 at 4% or $192,100 at 6%; with 50% employer match about $192,100 at 4% or $128,067 at 6%; with 100% employer match about $144,075 at 4% or $96,050 at 6%. |
| Oppenheimer Keogh HR-10 Plan Profit Sharing 15% Money Purchase-Re-Activated 1998 -10% | - | 4 | $754,460 | $46,104 | $11,526iApproximate average salary by contribution assumption: employee only about $288,150 at 4% or $192,100 at 6%; with 50% employer match about $192,100 at 4% or $128,067 at 6%; with 100% employer match about $144,075 at 4% or $96,050 at 6%. |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 3 | $256,105 | - | - |
| 1999 | 2 | 4 | $0 | $0 | - |
| Templeton Keogh HR-10 Plan Profit Sharing 15% | - | 3 | - | - | - |
| Oppenheimer Keogh HR-10 Plan Profit Sharing 15% Money Purchase-Re-Activated 1998 -10% | - | 4 | - | - | - |