Civic Intelligence

Angelique Cohen, M.D., S.C.

Plan context: Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust

EIN 20-5498259 • Libertyville, IL • 10 filings • 2 plans

850 S. Milwaukee AvenueLibertyville, IL 60048
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$290,290

2017 Contributions

$78,259

Historical Graphs

Total Assets Over Time

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

$290,290$145,145$0201320152016YearValue
$290,290Latest year 2016

Participants Over Time

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

740201320152016YearValue
7Latest year 2016

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
201720$0$0-
Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust-0$0$0-
Angelique Cohen, M.D., S.C. 401(K) Profit Sharing Plan & Trust-0$0--
201627$290,290$78,259$11,180iApproximate average salary by contribution assumption: employee only about $279,496 at 4% or $186,331 at 6%; with 50% employer match about $186,331 at 4% or $124,221 at 6%; with 100% employer match about $139,748 at 4% or $93,165 at 6%.
Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust-3$196,078$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Angelique Cohen, M.D., S.C. 401(K) Profit Sharing Plan & Trust-7$94,212$25,259$3,608iApproximate average salary by contribution assumption: employee only about $90,211 at 4% or $60,140 at 6%; with 50% employer match about $60,140 at 4% or $40,094 at 6%; with 100% employer match about $45,105 at 4% or $30,070 at 6%.
201524$207,069$53,000$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust-1$138,270$35,000$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%.
Angelique Cohen, M.D., S.C. 401(K) Profit Sharing Plan & Trust-4$68,799$18,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201424$160,462$64,744$16,186iApproximate average salary by contribution assumption: employee only about $404,650 at 4% or $269,767 at 6%; with 50% employer match about $269,767 at 4% or $179,844 at 6%; with 100% employer match about $202,325 at 4% or $134,883 at 6%.
Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust-2$106,868$41,932$20,966iApproximate average salary by contribution assumption: employee only about $524,150 at 4% or $349,433 at 6%; with 50% employer match about $349,433 at 4% or $232,956 at 6%; with 100% employer match about $262,075 at 4% or $174,717 at 6%.
Angelique Cohen, M.D., S.C. 401(K) Profit Sharing Plan & Trust-4$53,594$22,812$5,703iApproximate average salary by contribution assumption: employee only about $142,575 at 4% or $95,050 at 6%; with 50% employer match about $95,050 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%.
201323$90,820$90,216$30,072iApproximate average salary by contribution assumption: employee only about $751,800 at 4% or $501,200 at 6%; with 50% employer match about $501,200 at 4% or $334,133 at 6%; with 100% employer match about $375,900 at 4% or $250,600 at 6%.
Angelique Cohen, M.D., S.C. Cash Balance Plan & Trust-3$64,544$64,544$21,515iApproximate average salary by contribution assumption: employee only about $537,867 at 4% or $358,578 at 6%; with 50% employer match about $358,578 at 4% or $239,052 at 6%; with 100% employer match about $268,933 at 4% or $179,289 at 6%.
Angelique Cohen, M.D., S.C. 401(K) Profit Sharing Plan & Trust-3$26,276$25,672$8,557iApproximate average salary by contribution assumption: employee only about $213,933 at 4% or $142,622 at 6%; with 50% employer match about $142,622 at 4% or $95,081 at 6%; with 100% employer match about $106,967 at 4% or $71,311 at 6%.