Jorge Pena, M.D.
Plan context: Jorge Pena, M.D. Defined Benefit Pension Plan
EIN 33-0134442 • 10 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
2
2007 Assets
$2,764,512
2007 Contributions
$130,319
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $2,764,512 | $130,319 | $65,160iApproximate average salary by contribution assumption: employee only about $1,628,988 at 4% or $1,085,992 at 6%; with 50% employer match about $1,085,992 at 4% or $723,994 at 6%; with 100% employer match about $814,494 at 4% or $542,996 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $2,764,512 | $130,319 | $65,160iApproximate average salary by contribution assumption: employee only about $1,628,988 at 4% or $1,085,992 at 6%; with 50% employer match about $1,085,992 at 4% or $723,994 at 6%; with 100% employer match about $814,494 at 4% or $542,996 at 6%. |
| 2005 | 1 | 2 | $2,338,975 | $134,057 | $67,029iApproximate average salary by contribution assumption: employee only about $1,675,713 at 4% or $1,117,142 at 6%; with 50% employer match about $1,117,142 at 4% or $744,761 at 6%; with 100% employer match about $837,856 at 4% or $558,571 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $2,338,975 | $134,057 | $67,029iApproximate average salary by contribution assumption: employee only about $1,675,713 at 4% or $1,117,142 at 6%; with 50% employer match about $1,117,142 at 4% or $744,761 at 6%; with 100% employer match about $837,856 at 4% or $558,571 at 6%. |
| 2004 | 1 | 2 | $2,133,229 | $174,961 | $87,481iApproximate average salary by contribution assumption: employee only about $2,187,013 at 4% or $1,458,008 at 6%; with 50% employer match about $1,458,008 at 4% or $972,006 at 6%; with 100% employer match about $1,093,506 at 4% or $729,004 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $2,133,229 | $174,961 | $87,481iApproximate average salary by contribution assumption: employee only about $2,187,013 at 4% or $1,458,008 at 6%; with 50% employer match about $1,458,008 at 4% or $972,006 at 6%; with 100% employer match about $1,093,506 at 4% or $729,004 at 6%. |
| 2003 | 1 | 2 | $1,762,131 | $195,000 | $97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $1,762,131 | $195,000 | $97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%. |
| 2002 | 1 | 2 | $1,399,720 | $180,128 | $90,064iApproximate average salary by contribution assumption: employee only about $2,251,600 at 4% or $1,501,067 at 6%; with 50% employer match about $1,501,067 at 4% or $1,000,711 at 6%; with 100% employer match about $1,125,800 at 4% or $750,533 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $1,399,720 | $180,128 | $90,064iApproximate average salary by contribution assumption: employee only about $2,251,600 at 4% or $1,501,067 at 6%; with 50% employer match about $1,501,067 at 4% or $1,000,711 at 6%; with 100% employer match about $1,125,800 at 4% or $750,533 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $1,221,091 | $130,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $1,221,091 | $130,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| 1999 | 2 | 2 | $1,114,782 | $981,007 | $490,504iApproximate average salary by contribution assumption: employee only about $12,262,588 at 4% or $8,175,058 at 6%; with 50% employer match about $8,175,058 at 4% or $5,450,039 at 6%; with 100% employer match about $6,131,294 at 4% or $4,087,529 at 6%. |
| Jorge Pena, M.D. Defined Benefit Pension Plan | - | 2 | $1,114,782 | $981,007 | $490,504iApproximate average salary by contribution assumption: employee only about $12,262,588 at 4% or $8,175,058 at 6%; with 50% employer match about $8,175,058 at 4% or $5,450,039 at 6%; with 100% employer match about $6,131,294 at 4% or $4,087,529 at 6%. |
| Jorge Pena, M.D. Profit Sharing Plan | - | 0 | - | - | - |