David L Bortz MD
Plan context: David L Bortz MD Profit Sharing Plan
EIN 33-0378523 • 2 filings • 2 plans
Current Snapshot
Latest Year
1999
1999 Participants
3
1999 Assets
$452,810
1999 Contributions
$30,994
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 |
|---|---|---|---|---|---|
| 1999 | 2 | 3 | $452,810 | $30,994 | $10,331iApproximate average salary by contribution assumption: employee only about $258,283 at 4% or $172,189 at 6%; with 50% employer match about $172,189 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,094 at 6%. |
| David L Bortz MD Profit Sharing Plan | - | 3 | $243,337 | - | - |
| David L. Bortz, M.D. Money Purchase Pension Plan | - | 3 | $209,473 | $30,994 | $10,331iApproximate average salary by contribution assumption: employee only about $258,283 at 4% or $172,189 at 6%; with 50% employer match about $172,189 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,094 at 6%. |