Civic Intelligence

Dr. William L. Tontz

Plan context: San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz

EIN 33-0295362 • San Diego, CA • 16 filings • 4 plans

4060 4th Avenue, Suite 630San Diego, CA 92103
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$105,512

2012 Contributions

$52,005

Historical Graphs

Total Assets Over Time

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

$145,122$72,561$0200320092012YearValue
$105,512Latest year 2012

Participants Over Time

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

840200320082012YearValue
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
201223$105,512$52,005$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-3$105,512$52,005$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
WILLIAM L. TONTZ, M.D. DEFINED BENEFIT PENSION PLAN-0$0$0-
201123$145,122$0-
WILLIAM L. TONTZ, M.D. DEFINED BENEFIT PENSION PLAN-3$97,066$0-
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-3$48,056$0-
201033$144,882$56,404$18,801iApproximate average salary by contribution assumption: employee only about $470,033 at 4% or $313,356 at 6%; with 50% employer match about $313,356 at 4% or $208,904 at 6%; with 100% employer match about $235,017 at 4% or $156,678 at 6%.
WILLIAM L. TONTZ, M.D. DEFINED BENEFIT PENSION PLAN-3$96,485$26,500$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-3$48,397$29,904$9,968iApproximate average salary by contribution assumption: employee only about $249,200 at 4% or $166,133 at 6%; with 50% employer match about $166,133 at 4% or $110,756 at 6%; with 100% employer match about $124,600 at 4% or $83,067 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-0$0--
200933$88,931$88,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
WILLIAM L. TONTZ, M.D. DEFINED BENEFIT PENSION PLAN-3$70,000$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-3$18,500$18,500$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-1$431--
200813$0$0-
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-3---
200716$0$0-
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-6---
200618$9,682$1,610$201iApproximate average salary by contribution assumption: employee only about $5,031 at 4% or $3,354 at 6%; with 50% employer match about $3,354 at 4% or $2,236 at 6%; with 100% employer match about $2,516 at 4% or $1,677 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-8$9,682$1,610$201iApproximate average salary by contribution assumption: employee only about $5,031 at 4% or $3,354 at 6%; with 50% employer match about $3,354 at 4% or $2,236 at 6%; with 100% employer match about $2,516 at 4% or $1,677 at 6%.
200517$7,550$1,690$241iApproximate average salary by contribution assumption: employee only about $6,036 at 4% or $4,024 at 6%; with 50% employer match about $4,024 at 4% or $2,683 at 6%; with 100% employer match about $3,018 at 4% or $2,012 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-7$7,550$1,690$241iApproximate average salary by contribution assumption: employee only about $6,036 at 4% or $4,024 at 6%; with 50% employer match about $4,024 at 4% or $2,683 at 6%; with 100% employer match about $3,018 at 4% or $2,012 at 6%.
200417$5,655$2,050$293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,661 at 4% or $2,440 at 6%.
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-7$5,655$2,050$293iApproximate average salary by contribution assumption: employee only about $7,321 at 4% or $4,881 at 6%; with 50% employer match about $4,881 at 4% or $3,254 at 6%; with 100% employer match about $3,661 at 4% or $2,440 at 6%.
200312$3,372$0-
San Diego Management Group 401(K) Retirement Savings Plan for Dr. William L. Tontz-2$3,372--