Civic Intelligence

Persila V. Mertz, M.D.

Plan context: Persila V. Mertz, M.D. Money Purchase Pension Plan

EIN 23-2776222 • 14 filings • 13 plans

Current Snapshot

Latest Year

2007

2007 Participants

5

2007 Assets

$811,203

2007 Contributions

$15,832

Historical Graphs

Total Assets Over Time

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

$811,203$405,602$0199920052007YearValue
$811,203Latest year 2007

Participants Over Time

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

840199920032007YearValue
5Latest year 2007

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
200715$811,203$15,832$3,166iApproximate average salary by contribution assumption: employee only about $79,160 at 4% or $52,773 at 6%; with 50% employer match about $52,773 at 4% or $35,182 at 6%; with 100% employer match about $39,580 at 4% or $26,387 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-5$811,203$15,832$3,166iApproximate average salary by contribution assumption: employee only about $79,160 at 4% or $52,773 at 6%; with 50% employer match about $52,773 at 4% or $35,182 at 6%; with 100% employer match about $39,580 at 4% or $26,387 at 6%.
200614$739,744$112,731$28,183iApproximate average salary by contribution assumption: employee only about $704,569 at 4% or $469,713 at 6%; with 50% employer match about $469,713 at 4% or $313,142 at 6%; with 100% employer match about $352,284 at 4% or $234,856 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-4$739,744$112,731$28,183iApproximate average salary by contribution assumption: employee only about $704,569 at 4% or $469,713 at 6%; with 50% employer match about $469,713 at 4% or $313,142 at 6%; with 100% employer match about $352,284 at 4% or $234,856 at 6%.
200518$556,846$56,741$7,093iApproximate average salary by contribution assumption: employee only about $177,316 at 4% or $118,210 at 6%; with 50% employer match about $118,210 at 4% or $78,807 at 6%; with 100% employer match about $88,658 at 4% or $59,105 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-8$556,846$56,741$7,093iApproximate average salary by contribution assumption: employee only about $177,316 at 4% or $118,210 at 6%; with 50% employer match about $118,210 at 4% or $78,807 at 6%; with 100% employer match about $88,658 at 4% or $59,105 at 6%.
200415$468,179$56,977$11,395iApproximate average salary by contribution assumption: employee only about $284,885 at 4% or $189,923 at 6%; with 50% employer match about $189,923 at 4% or $126,616 at 6%; with 100% employer match about $142,443 at 4% or $94,962 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-5$468,179$56,977$11,395iApproximate average salary by contribution assumption: employee only about $284,885 at 4% or $189,923 at 6%; with 50% employer match about $189,923 at 4% or $126,616 at 6%; with 100% employer match about $142,443 at 4% or $94,962 at 6%.
200317$0$0-
Persila V. Mertz, M.D. Profit Sharing Plan and Trust-7---
200218$0$4,365$546iApproximate average salary by contribution assumption: employee only about $13,641 at 4% or $9,094 at 6%; with 50% employer match about $9,094 at 4% or $6,063 at 6%; with 100% employer match about $6,820 at 4% or $4,547 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-8-$4,365$546iApproximate average salary by contribution assumption: employee only about $13,641 at 4% or $9,094 at 6%; with 50% employer match about $9,094 at 4% or $6,063 at 6%; with 100% employer match about $6,820 at 4% or $4,547 at 6%.
200136$0$0-
Persila V. Mertz, M.D. Money Purchase Pension Plan-6---
Persila V. Mertz, M.D. Profit Sharing Plan and Trust-6---
PERSILA V MERTZ, MD PROFIT SHARING PLAN AND TRUST-0---
200033$211,921$38,137$12,712iApproximate average salary by contribution assumption: employee only about $317,808 at 4% or $211,872 at 6%; with 50% employer match about $211,872 at 4% or $141,248 at 6%; with 100% employer match about $158,904 at 4% or $105,936 at 6%.
Persila V. Mertz, M.D. Profit Sharing Plan and Trust-3$131,288$2,358$786iApproximate average salary by contribution assumption: employee only about $19,650 at 4% or $13,100 at 6%; with 50% employer match about $13,100 at 4% or $8,733 at 6%; with 100% employer match about $9,825 at 4% or $6,550 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-3$67,005$22,151$7,384iApproximate average salary by contribution assumption: employee only about $184,592 at 4% or $123,061 at 6%; with 50% employer match about $123,061 at 4% or $82,041 at 6%; with 100% employer match about $92,296 at 4% or $61,531 at 6%.
PERSILA V. MERTZ, M.D. PROFIT SHARING PLAN AND TRUST-3$13,628$13,628$4,543iApproximate average salary by contribution assumption: employee only about $113,567 at 4% or $75,711 at 6%; with 50% employer match about $75,711 at 4% or $50,474 at 6%; with 100% employer match about $56,783 at 4% or $37,856 at 6%.
199923$194,803$40,085$13,362iApproximate average salary by contribution assumption: employee only about $334,042 at 4% or $222,694 at 6%; with 50% employer match about $222,694 at 4% or $148,463 at 6%; with 100% employer match about $167,021 at 4% or $111,347 at 6%.
Persila V. Mertz, M.D. Profit Sharing Plan and Trust-3$144,445$30,047$10,016iApproximate average salary by contribution assumption: employee only about $250,392 at 4% or $166,928 at 6%; with 50% employer match about $166,928 at 4% or $111,285 at 6%; with 100% employer match about $125,196 at 4% or $83,464 at 6%.
Persila V. Mertz, M.D. Money Purchase Pension Plan-3$50,358$10,038$3,346iApproximate average salary by contribution assumption: employee only about $83,650 at 4% or $55,767 at 6%; with 50% employer match about $55,767 at 4% or $37,178 at 6%; with 100% employer match about $41,825 at 4% or $27,883 at 6%.