Civic Intelligence

Raul Rodriguez-Feo MD

Plan context: Mellon Bank Na Self-Employed Individuals Retirement Plan

EIN 25-1610464 • Johnstown, PA • 13 filings • 5 plans

1st FloorJohnstown, PA 15901
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$835,617

2011 Contributions

$36,145

Historical Graphs

Total Assets Over Time

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

$835,617$417,809$0199920052010YearValue
$835,617Latest year 2010

Participants Over Time

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

210199920042010YearValue
1Latest year 2010

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
201110$0$0-
Mellon Bank Na Self-Employed Individuals Retirement Plan-----
201011$835,617$0-
Mellon Bank Na Self-Employed Individuals Retirement Plan-1$835,617--
200911$781,989$36,145$36,145iApproximate average salary by contribution assumption: employee only about $903,625 at 4% or $602,417 at 6%; with 50% employer match about $602,417 at 4% or $401,611 at 6%; with 100% employer match about $451,813 at 4% or $301,208 at 6%.
Mellon Bank Na Self-Employed Individuals Retirement Plan-1$781,989$36,145$36,145iApproximate average salary by contribution assumption: employee only about $903,625 at 4% or $602,417 at 6%; with 50% employer match about $602,417 at 4% or $401,611 at 6%; with 100% employer match about $451,813 at 4% or $301,208 at 6%.
200811$0$0-
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-1---
200710$0$0-
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-0---
200612$739,907$37,396$18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%.
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-2$739,907$37,396$18,698iApproximate average salary by contribution assumption: employee only about $467,450 at 4% or $311,633 at 6%; with 50% employer match about $311,633 at 4% or $207,756 at 6%; with 100% employer match about $233,725 at 4% or $155,817 at 6%.
200512$647,430$45,256$22,628iApproximate average salary by contribution assumption: employee only about $565,700 at 4% or $377,133 at 6%; with 50% employer match about $377,133 at 4% or $251,422 at 6%; with 100% employer match about $282,850 at 4% or $188,567 at 6%.
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-2$647,430$45,256$22,628iApproximate average salary by contribution assumption: employee only about $565,700 at 4% or $377,133 at 6%; with 50% employer match about $377,133 at 4% or $251,422 at 6%; with 100% employer match about $282,850 at 4% or $188,567 at 6%.
200412$579,549$44,183$22,092iApproximate average salary by contribution assumption: employee only about $552,288 at 4% or $368,192 at 6%; with 50% employer match about $368,192 at 4% or $245,461 at 6%; with 100% employer match about $276,144 at 4% or $184,096 at 6%.
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-2$579,549$44,183$22,092iApproximate average salary by contribution assumption: employee only about $552,288 at 4% or $368,192 at 6%; with 50% employer match about $368,192 at 4% or $245,461 at 6%; with 100% employer match about $276,144 at 4% or $184,096 at 6%.
200312$0$0-
RAUL RODRIGUEZ-FEO/SCHWAB QUALIFIED RETIREMENT PLAN-2---
200212$0$0-
RAUL RODRIGUEZ FEO SCHWAB QUALIFIED RETIREMENT PLAN-2---
200112$0$0-
Mellon Bank Na Self-Employed Individuals Retirement Plan-2---
200012$424,992$27,526$13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%.
Mellon Bank Na Self-Employed Individuals Retirement Plan-2$424,992$27,526$13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%.
199912$450,502$26,094$13,047iApproximate average salary by contribution assumption: employee only about $326,175 at 4% or $217,450 at 6%; with 50% employer match about $217,450 at 4% or $144,967 at 6%; with 100% employer match about $163,088 at 4% or $108,725 at 6%.
Mellon Bank Na Self-Employed Individuals Retirement Plan-2$450,502$26,094$13,047iApproximate average salary by contribution assumption: employee only about $326,175 at 4% or $217,450 at 6%; with 50% employer match about $217,450 at 4% or $144,967 at 6%; with 100% employer match about $163,088 at 4% or $108,725 at 6%.