Julie a. Warren, MD LLC
Plan context: JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST
EIN 20-2328374 • Springfield, MO • 12 filings • 5 plans
Current Snapshot
Latest Year
2012
2012 Participants
2
2012 Assets
$309,765
2012 Contributions
$7,373
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 |
|---|---|---|---|---|---|
| 2012 | 2 | 0 | $0 | $7,373 | - |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 0 | $0 | $7,373 | - |
| 2011 | 2 | 2 | $309,765 | $44,237 | $22,119iApproximate average salary by contribution assumption: employee only about $552,963 at 4% or $368,642 at 6%; with 50% employer match about $368,642 at 4% or $245,761 at 6%; with 100% employer match about $276,481 at 4% or $184,321 at 6%. |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 2 | $293,888 | $44,237 | $22,119iApproximate average salary by contribution assumption: employee only about $552,963 at 4% or $368,642 at 6%; with 50% employer match about $368,642 at 4% or $245,761 at 6%; with 100% employer match about $276,481 at 4% or $184,321 at 6%. |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 1 | $15,877 | $0 | - |
| 2010 | 2 | 2 | $278,896 | $63,407 | $31,704iApproximate average salary by contribution assumption: employee only about $792,588 at 4% or $528,392 at 6%; with 50% employer match about $528,392 at 4% or $352,261 at 6%; with 100% employer match about $396,294 at 4% or $264,196 at 6%. |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 2 | $263,617 | $58,787 | $29,394iApproximate average salary by contribution assumption: employee only about $734,838 at 4% or $489,892 at 6%; with 50% employer match about $489,892 at 4% or $326,594 at 6%; with 100% employer match about $367,419 at 4% or $244,946 at 6%. |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 1 | $15,279 | $4,620 | $4,620iApproximate average salary by contribution assumption: employee only about $115,500 at 4% or $77,000 at 6%; with 50% employer match about $77,000 at 4% or $51,333 at 6%; with 100% employer match about $57,750 at 4% or $38,500 at 6%. |
| 2009 | 2 | 2 | $194,150 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 2 | $182,602 | $66,107 | $33,054iApproximate average salary by contribution assumption: employee only about $826,338 at 4% or $550,892 at 6%; with 50% employer match about $550,892 at 4% or $367,261 at 6%; with 100% employer match about $413,169 at 4% or $275,446 at 6%. |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 2 | $11,548 | $3,893 | $1,947iApproximate average salary by contribution assumption: employee only about $48,663 at 4% or $32,442 at 6%; with 50% employer match about $32,442 at 4% or $21,628 at 6%; with 100% employer match about $24,331 at 4% or $16,221 at 6%. |
| 2008 | 2 | 2 | $111,324 | $59,948 | $29,974iApproximate average salary by contribution assumption: employee only about $749,350 at 4% or $499,567 at 6%; with 50% employer match about $499,567 at 4% or $333,044 at 6%; with 100% employer match about $374,675 at 4% or $249,783 at 6%. |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 2 | $104,529 | $55,780 | $27,890iApproximate average salary by contribution assumption: employee only about $697,250 at 4% or $464,833 at 6%; with 50% employer match about $464,833 at 4% or $309,889 at 6%; with 100% employer match about $348,625 at 4% or $232,417 at 6%. |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 2 | $6,795 | $4,168 | $2,084iApproximate average salary by contribution assumption: employee only about $52,100 at 4% or $34,733 at 6%; with 50% employer match about $34,733 at 4% or $23,156 at 6%; with 100% employer match about $26,050 at 4% or $17,367 at 6%. |
| 2007 | 2 | 2 | $87,371 | $86,935 | $43,468iApproximate average salary by contribution assumption: employee only about $1,086,688 at 4% or $724,458 at 6%; with 50% employer match about $724,458 at 4% or $482,972 at 6%; with 100% employer match about $543,344 at 4% or $362,229 at 6%. |
| JULIE A. WARREN, MD, LLC DEFINED BENEFIT PLAN & TRUST | - | 2 | $82,653 | $82,217 | $41,109iApproximate average salary by contribution assumption: employee only about $1,027,713 at 4% or $685,142 at 6%; with 50% employer match about $685,142 at 4% or $456,761 at 6%; with 100% employer match about $513,856 at 4% or $342,571 at 6%. |
| Julie a. Warren, MD LLC 401K Profit Sharing Plan | - | 2 | $4,718 | $4,718 | $2,359iApproximate average salary by contribution assumption: employee only about $58,975 at 4% or $39,317 at 6%; with 50% employer match about $39,317 at 4% or $26,211 at 6%; with 100% employer match about $29,488 at 4% or $19,658 at 6%. |