Civic Intelligence

Antonio a. Montalbo, M.D.

Plan context: Antonio a. Montalbo, M.D. Money Purchase Pension Plan

EIN 23-1948467 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$2,459,912

2008 Contributions

$46,825

Historical Graphs

Total Assets Over Time

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

$2,459,912$1,229,956$0199920032007YearValue
$2,459,912Latest year 2007

Participants Over Time

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

320199920032006YearValue
3Latest year 2006

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
200810$0$0-
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-0---
200710$2,459,912$0-
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-0$2,459,912--
200613$2,278,567$46,825$15,608iApproximate average salary by contribution assumption: employee only about $390,208 at 4% or $260,139 at 6%; with 50% employer match about $260,139 at 4% or $173,426 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$2,278,567$46,825$15,608iApproximate average salary by contribution assumption: employee only about $390,208 at 4% or $260,139 at 6%; with 50% employer match about $260,139 at 4% or $173,426 at 6%; with 100% employer match about $195,104 at 4% or $130,069 at 6%.
200513$1,992,869$44,925$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,992,869$44,925$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
200413$1,822,762$44,034$14,678iApproximate average salary by contribution assumption: employee only about $366,950 at 4% or $244,633 at 6%; with 50% employer match about $244,633 at 4% or $163,089 at 6%; with 100% employer match about $183,475 at 4% or $122,317 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,822,762$44,034$14,678iApproximate average salary by contribution assumption: employee only about $366,950 at 4% or $244,633 at 6%; with 50% employer match about $244,633 at 4% or $163,089 at 6%; with 100% employer match about $183,475 at 4% or $122,317 at 6%.
200313$1,649,813$43,021$14,340iApproximate average salary by contribution assumption: employee only about $358,508 at 4% or $239,006 at 6%; with 50% employer match about $239,006 at 4% or $159,337 at 6%; with 100% employer match about $179,254 at 4% or $119,503 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,649,813$43,021$14,340iApproximate average salary by contribution assumption: employee only about $358,508 at 4% or $239,006 at 6%; with 50% employer match about $239,006 at 4% or $159,337 at 6%; with 100% employer match about $179,254 at 4% or $119,503 at 6%.
200213$1,422,129$42,887$14,296iApproximate average salary by contribution assumption: employee only about $357,392 at 4% or $238,261 at 6%; with 50% employer match about $238,261 at 4% or $158,841 at 6%; with 100% employer match about $178,696 at 4% or $119,131 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,422,129$42,887$14,296iApproximate average salary by contribution assumption: employee only about $357,392 at 4% or $238,261 at 6%; with 50% employer match about $238,261 at 4% or $158,841 at 6%; with 100% employer match about $178,696 at 4% or $119,131 at 6%.
200113$1,448,460$39,344$13,115iApproximate average salary by contribution assumption: employee only about $327,867 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,933 at 4% or $109,289 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,448,460$39,344$13,115iApproximate average salary by contribution assumption: employee only about $327,867 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,933 at 4% or $109,289 at 6%.
200013$1,427,543$34,796$11,599iApproximate average salary by contribution assumption: employee only about $289,967 at 4% or $193,311 at 6%; with 50% employer match about $193,311 at 4% or $128,874 at 6%; with 100% employer match about $144,983 at 4% or $96,656 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,427,543$34,796$11,599iApproximate average salary by contribution assumption: employee only about $289,967 at 4% or $193,311 at 6%; with 50% employer match about $193,311 at 4% or $128,874 at 6%; with 100% employer match about $144,983 at 4% or $96,656 at 6%.
199913$1,427,523$34,828$11,609iApproximate average salary by contribution assumption: employee only about $290,233 at 4% or $193,489 at 6%; with 50% employer match about $193,489 at 4% or $128,993 at 6%; with 100% employer match about $145,117 at 4% or $96,744 at 6%.
Antonio a. Montalbo, M.D. Money Purchase Pension Plan-3$1,427,523$34,828$11,609iApproximate average salary by contribution assumption: employee only about $290,233 at 4% or $193,489 at 6%; with 50% employer match about $193,489 at 4% or $128,993 at 6%; with 100% employer match about $145,117 at 4% or $96,744 at 6%.