Civic Intelligence

Paul J. Markovitz, M.D., Ph.D.

Plan context: Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan

EIN 34-1742091 • Santa Barbara, CA • 20 filings • 2 plans

19 E. Mission St.Suite ASanta Barbara, CA 93101
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$570,643

2018 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$629,184$314,592$0199920102018YearValue
$570,643Latest year 2018

Participants Over Time

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

740199920092018YearValue
3Latest year 2018

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
201813$570,643$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$570,643--
201713$629,184$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$629,184$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201613$547,061$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$547,061$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201514$492,889$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-4$492,889--
201415$520,673$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-5$520,673--
201316$522,877$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-6$522,877--
201216$479,627$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-6$479,627--
201117$436,393$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-7$436,393--
201016$442,381$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-6$442,381--
200916$395,656$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-6$395,656$0-
200813$0$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3---
200713$408,839$27,385$9,128iApproximate average salary by contribution assumption: employee only about $228,208 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,069 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$408,839$27,385$9,128iApproximate average salary by contribution assumption: employee only about $228,208 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,069 at 6%.
200612$352,674$22,615$11,308iApproximate average salary by contribution assumption: employee only about $282,688 at 4% or $188,458 at 6%; with 50% employer match about $188,458 at 4% or $125,639 at 6%; with 100% employer match about $141,344 at 4% or $94,229 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-2$352,674$22,615$11,308iApproximate average salary by contribution assumption: employee only about $282,688 at 4% or $188,458 at 6%; with 50% employer match about $188,458 at 4% or $125,639 at 6%; with 100% employer match about $141,344 at 4% or $94,229 at 6%.
200513$305,223$26,426$8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,108 at 4% or $73,406 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$305,223$26,426$8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,108 at 4% or $73,406 at 6%.
200413$262,966$13,803$4,601iApproximate average salary by contribution assumption: employee only about $115,025 at 4% or $76,683 at 6%; with 50% employer match about $76,683 at 4% or $51,122 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-3$262,966$13,803$4,601iApproximate average salary by contribution assumption: employee only about $115,025 at 4% or $76,683 at 6%; with 50% employer match about $76,683 at 4% or $51,122 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
200311$227,608$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-1$227,608$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200212$0$0-
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-2---
200111$227,703$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-1$227,703$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200011$259,471$2,894$2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-1$259,471$2,894$2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%.
199912$295,514$31,745$15,873iApproximate average salary by contribution assumption: employee only about $396,813 at 4% or $264,542 at 6%; with 50% employer match about $264,542 at 4% or $176,361 at 6%; with 100% employer match about $198,406 at 4% or $132,271 at 6%.
Paul J. Markovitz, M.D., Ph.D. Money Purchase Pension Plan-2$295,514$31,745$15,873iApproximate average salary by contribution assumption: employee only about $396,813 at 4% or $264,542 at 6%; with 50% employer match about $264,542 at 4% or $176,361 at 6%; with 100% employer match about $198,406 at 4% or $132,271 at 6%.