Civic Intelligence

Sidney Tobias, M.D., P.A.

Plan context: Tobias Money Purchase Plan

EIN 22-2916528 • 15 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$637,591

2013 Contributions

$72,000

Historical Graphs

Total Assets Over Time

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

$2,991,697$1,495,849$0199920062012YearValue
$637,591Latest year 2012

Participants Over Time

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

420199920062012YearValue
3Latest year 2012

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
201310$0$0-
Tobias Money Purchase Plan-0---
201213$637,591$0-
Tobias Money Purchase Plan-3$637,591--
201114$610,712$0-
Tobias Money Purchase Plan-4$610,712--
201014$620,173$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Tobias Money Purchase Plan-4$620,173$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200914$515,590$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Tobias Money Purchase Plan-4$515,590$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200814$388,869$96,844$24,211iApproximate average salary by contribution assumption: employee only about $605,275 at 4% or $403,517 at 6%; with 50% employer match about $403,517 at 4% or $269,011 at 6%; with 100% employer match about $302,638 at 4% or $201,758 at 6%.
Tobias Money Purchase Plan-4$388,869$96,844$24,211iApproximate average salary by contribution assumption: employee only about $605,275 at 4% or $403,517 at 6%; with 50% employer match about $403,517 at 4% or $269,011 at 6%; with 100% employer match about $302,638 at 4% or $201,758 at 6%.
200713$449,764$98,469$32,823iApproximate average salary by contribution assumption: employee only about $820,575 at 4% or $547,050 at 6%; with 50% employer match about $547,050 at 4% or $364,700 at 6%; with 100% employer match about $410,288 at 4% or $273,525 at 6%.
Tobias Money Purchase Plan-3$449,764$98,469$32,823iApproximate average salary by contribution assumption: employee only about $820,575 at 4% or $547,050 at 6%; with 50% employer match about $547,050 at 4% or $364,700 at 6%; with 100% employer match about $410,288 at 4% or $273,525 at 6%.
200614$334,307$97,991$24,498iApproximate average salary by contribution assumption: employee only about $612,444 at 4% or $408,296 at 6%; with 50% employer match about $408,296 at 4% or $272,197 at 6%; with 100% employer match about $306,222 at 4% or $204,148 at 6%.
Tobias Money Purchase Plan-4$334,307$97,991$24,498iApproximate average salary by contribution assumption: employee only about $612,444 at 4% or $408,296 at 6%; with 50% employer match about $408,296 at 4% or $272,197 at 6%; with 100% employer match about $306,222 at 4% or $204,148 at 6%.
200514$705,466$92,928$23,232iApproximate average salary by contribution assumption: employee only about $580,800 at 4% or $387,200 at 6%; with 50% employer match about $387,200 at 4% or $258,133 at 6%; with 100% employer match about $290,400 at 4% or $193,600 at 6%.
Tobias Money Purchase Plan-4$705,466$92,928$23,232iApproximate average salary by contribution assumption: employee only about $580,800 at 4% or $387,200 at 6%; with 50% employer match about $387,200 at 4% or $258,133 at 6%; with 100% employer match about $290,400 at 4% or $193,600 at 6%.
200413$623,466$87,277$29,092iApproximate average salary by contribution assumption: employee only about $727,308 at 4% or $484,872 at 6%; with 50% employer match about $484,872 at 4% or $323,248 at 6%; with 100% employer match about $363,654 at 4% or $242,436 at 6%.
Tobias Money Purchase Plan-3$623,466$87,277$29,092iApproximate average salary by contribution assumption: employee only about $727,308 at 4% or $484,872 at 6%; with 50% employer match about $484,872 at 4% or $323,248 at 6%; with 100% employer match about $363,654 at 4% or $242,436 at 6%.
200313$2,991,697$85,570$28,523iApproximate average salary by contribution assumption: employee only about $713,083 at 4% or $475,389 at 6%; with 50% employer match about $475,389 at 4% or $316,926 at 6%; with 100% employer match about $356,542 at 4% or $237,694 at 6%.
Tobias Money Purchase Plan-3$2,991,697$85,570$28,523iApproximate average salary by contribution assumption: employee only about $713,083 at 4% or $475,389 at 6%; with 50% employer match about $475,389 at 4% or $316,926 at 6%; with 100% employer match about $356,542 at 4% or $237,694 at 6%.
200213$2,431,082$83,440$27,813iApproximate average salary by contribution assumption: employee only about $695,333 at 4% or $463,556 at 6%; with 50% employer match about $463,556 at 4% or $309,037 at 6%; with 100% employer match about $347,667 at 4% or $231,778 at 6%.
Tobias Money Purchase Plan-3$2,431,082$83,440$27,813iApproximate average salary by contribution assumption: employee only about $695,333 at 4% or $463,556 at 6%; with 50% employer match about $463,556 at 4% or $309,037 at 6%; with 100% employer match about $347,667 at 4% or $231,778 at 6%.
200112$2,578,741$66,250$33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%.
Tobias Money Purchase Plan-2$2,578,741$66,250$33,125iApproximate average salary by contribution assumption: employee only about $828,125 at 4% or $552,083 at 6%; with 50% employer match about $552,083 at 4% or $368,056 at 6%; with 100% employer match about $414,063 at 4% or $276,042 at 6%.
200012$2,655,637$62,425$31,213iApproximate average salary by contribution assumption: employee only about $780,313 at 4% or $520,208 at 6%; with 50% employer match about $520,208 at 4% or $346,806 at 6%; with 100% employer match about $390,156 at 4% or $260,104 at 6%.
Tobias Money Purchase Plan-2$2,655,637$62,425$31,213iApproximate average salary by contribution assumption: employee only about $780,313 at 4% or $520,208 at 6%; with 50% employer match about $520,208 at 4% or $346,806 at 6%; with 100% employer match about $390,156 at 4% or $260,104 at 6%.
199914$2,335,526$63,213$15,803iApproximate average salary by contribution assumption: employee only about $395,081 at 4% or $263,388 at 6%; with 50% employer match about $263,388 at 4% or $175,592 at 6%; with 100% employer match about $197,541 at 4% or $131,694 at 6%.
Tobias Money Purchase Plan-4$2,335,526$63,213$15,803iApproximate average salary by contribution assumption: employee only about $395,081 at 4% or $263,388 at 6%; with 50% employer match about $263,388 at 4% or $175,592 at 6%; with 100% employer match about $197,541 at 4% or $131,694 at 6%.