Thomas E Zewert MD Phd
Plan context: Thomas Zewert
EIN 20-0418517 • Monterey, CA • 12 filings • 5 plans
Current Snapshot
Latest Year
2015
2015 Participants
10
2015 Assets
$604,770
2015 Contributions
$233,650
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 10 | $604,770 | $233,650 | $23,365iApproximate average salary by contribution assumption: employee only about $584,125 at 4% or $389,417 at 6%; with 50% employer match about $389,417 at 4% or $259,611 at 6%; with 100% employer match about $292,063 at 4% or $194,708 at 6%. |
| Thomas Zewert | - | 10 | $492,931 | $120,380 | $12,038iApproximate average salary by contribution assumption: employee only about $300,950 at 4% or $200,633 at 6%; with 50% employer match about $200,633 at 4% or $133,756 at 6%; with 100% employer match about $150,475 at 4% or $100,317 at 6%. |
| THOMAS E. ZEWERT, M. D. , PH. D. CASH BALANCE PLAN | - | 8 | $111,839 | $113,270 | $14,159iApproximate average salary by contribution assumption: employee only about $353,969 at 4% or $235,979 at 6%; with 50% employer match about $235,979 at 4% or $157,319 at 6%; with 100% employer match about $176,984 at 4% or $117,990 at 6%. |
| 2014 | 1 | 8 | $380,066 | $34,547 | $4,318iApproximate average salary by contribution assumption: employee only about $107,959 at 4% or $71,973 at 6%; with 50% employer match about $71,973 at 4% or $47,982 at 6%; with 100% employer match about $53,980 at 4% or $35,986 at 6%. |
| Thomas Zewert | - | 8 | $380,066 | $34,547 | $4,318iApproximate average salary by contribution assumption: employee only about $107,959 at 4% or $71,973 at 6%; with 50% employer match about $71,973 at 4% or $47,982 at 6%; with 100% employer match about $53,980 at 4% or $35,986 at 6%. |
| 2013 | 1 | 7 | $338,976 | $32,636 | $4,662iApproximate average salary by contribution assumption: employee only about $116,557 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,852 at 6%. |
| Thomas Zewert | - | 7 | $338,976 | $32,636 | $4,662iApproximate average salary by contribution assumption: employee only about $116,557 at 4% or $77,705 at 6%; with 50% employer match about $77,705 at 4% or $51,803 at 6%; with 100% employer match about $58,279 at 4% or $38,852 at 6%. |
| 2012 | 1 | 5 | $294,286 | $36,754 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,513 at 6%; with 50% employer match about $122,513 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| Thomas Zewert | - | 5 | $294,286 | $36,754 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,513 at 6%; with 50% employer match about $122,513 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| 2011 | 1 | 5 | $278,556 | $35,883 | $7,177iApproximate average salary by contribution assumption: employee only about $179,415 at 4% or $119,610 at 6%; with 50% employer match about $119,610 at 4% or $79,740 at 6%; with 100% employer match about $89,708 at 4% or $59,805 at 6%. |
| Thomas Zewert | - | 5 | $278,556 | $35,883 | $7,177iApproximate average salary by contribution assumption: employee only about $179,415 at 4% or $119,610 at 6%; with 50% employer match about $119,610 at 4% or $79,740 at 6%; with 100% employer match about $89,708 at 4% or $59,805 at 6%. |
| 2010 | 1 | 6 | $295,523 | $35,652 | $5,942iApproximate average salary by contribution assumption: employee only about $148,550 at 4% or $99,033 at 6%; with 50% employer match about $99,033 at 4% or $66,022 at 6%; with 100% employer match about $74,275 at 4% or $49,517 at 6%. |
| Thomas Zewert | - | 6 | $295,523 | $35,652 | $5,942iApproximate average salary by contribution assumption: employee only about $148,550 at 4% or $99,033 at 6%; with 50% employer match about $99,033 at 4% or $66,022 at 6%; with 100% employer match about $74,275 at 4% or $49,517 at 6%. |
| 2009 | 1 | 7 | $269,205 | $38,081 | $5,440iApproximate average salary by contribution assumption: employee only about $136,004 at 4% or $90,669 at 6%; with 50% employer match about $90,669 at 4% or $60,446 at 6%; with 100% employer match about $68,002 at 4% or $45,335 at 6%. |
| Thomas Zewert | - | 7 | $269,205 | $38,081 | $5,440iApproximate average salary by contribution assumption: employee only about $136,004 at 4% or $90,669 at 6%; with 50% employer match about $90,669 at 4% or $60,446 at 6%; with 100% employer match about $68,002 at 4% or $45,335 at 6%. |
| 2008 | 1 | 5 | $221,567 | $44,172 | $8,834iApproximate average salary by contribution assumption: employee only about $220,860 at 4% or $147,240 at 6%; with 50% employer match about $147,240 at 4% or $98,160 at 6%; with 100% employer match about $110,430 at 4% or $73,620 at 6%. |
| Thomas Zewert | - | 5 | $221,567 | $44,172 | $8,834iApproximate average salary by contribution assumption: employee only about $220,860 at 4% or $147,240 at 6%; with 50% employer match about $147,240 at 4% or $98,160 at 6%; with 100% employer match about $110,430 at 4% or $73,620 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Thomas Zewert | - | 4 | - | - | - |
| 2006 | 1 | 4 | $122,568 | $60,557 | $15,139iApproximate average salary by contribution assumption: employee only about $378,481 at 4% or $252,321 at 6%; with 50% employer match about $252,321 at 4% or $168,214 at 6%; with 100% employer match about $189,241 at 4% or $126,160 at 6%. |
| Thomas Zewert | - | 4 | $122,568 | $60,557 | $15,139iApproximate average salary by contribution assumption: employee only about $378,481 at 4% or $252,321 at 6%; with 50% employer match about $252,321 at 4% or $168,214 at 6%; with 100% employer match about $189,241 at 4% or $126,160 at 6%. |
| 2004 | 1 | 3 | $24,000 | $23,852 | $7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,511 at 6%; with 50% employer match about $132,511 at 4% or $88,341 at 6%; with 100% employer match about $99,383 at 4% or $66,256 at 6%. |
| Thomas Zewert | - | 3 | $24,000 | $23,852 | $7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,511 at 6%; with 50% employer match about $132,511 at 4% or $88,341 at 6%; with 100% employer match about $99,383 at 4% or $66,256 at 6%. |