Civic Intelligence

Khalil G. Wakim, M.D.

Plan context: Khalil G. Wakim, M.D. Retirement Plan

EIN 35-1646303 • Anderson, IN • 34 filings • 5 plans

2101 Jackson Street, Suite 200Anderson, IN 46016-4386
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$3,051,825

2019 Contributions

$18,793

Historical Graphs

Total Assets Over Time

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

$5,476,248$2,738,124$0199920092018YearValue
$3,051,825Latest year 2018

Participants Over Time

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

840199920092018YearValue
4Latest 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
201910$0$18,793-
Khalil G. Wakim, M.D. Retirement Plan-0$0$18,793-
201824$3,051,825$167,426$41,857iApproximate average salary by contribution assumption: employee only about $1,046,413 at 4% or $697,608 at 6%; with 50% employer match about $697,608 at 4% or $465,072 at 6%; with 100% employer match about $523,206 at 4% or $348,804 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-4$3,051,825$21,671$5,418iApproximate average salary by contribution assumption: employee only about $135,444 at 4% or $90,296 at 6%; with 50% employer match about $90,296 at 4% or $60,197 at 6%; with 100% employer match about $67,722 at 4% or $45,148 at 6%.
WK CASH BALANCE PLAN-0$0$145,755-
201724$5,476,248$239,654$59,914iApproximate average salary by contribution assumption: employee only about $1,497,838 at 4% or $998,558 at 6%; with 50% employer match about $998,558 at 4% or $665,706 at 6%; with 100% employer match about $748,919 at 4% or $499,279 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-4$3,163,693$19,031$4,758iApproximate average salary by contribution assumption: employee only about $118,944 at 4% or $79,296 at 6%; with 50% employer match about $79,296 at 4% or $52,864 at 6%; with 100% employer match about $59,472 at 4% or $39,648 at 6%.
WK CASH BALANCE PLAN-4$2,312,555$220,623$55,156iApproximate average salary by contribution assumption: employee only about $1,378,894 at 4% or $919,263 at 6%; with 50% employer match about $919,263 at 4% or $612,842 at 6%; with 100% employer match about $689,447 at 4% or $459,631 at 6%.
201626$4,679,738$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-6$2,804,768$18,655$3,109iApproximate average salary by contribution assumption: employee only about $77,729 at 4% or $51,819 at 6%; with 50% employer match about $51,819 at 4% or $34,546 at 6%; with 100% employer match about $38,865 at 4% or $25,910 at 6%.
WK CASH BALANCE PLAN-4$1,874,970$231,345$57,836iApproximate average salary by contribution assumption: employee only about $1,445,906 at 4% or $963,938 at 6%; with 50% employer match about $963,938 at 4% or $642,625 at 6%; with 100% employer match about $722,953 at 4% or $481,969 at 6%.
201525$3,929,965$256,444$51,289iApproximate average salary by contribution assumption: employee only about $1,282,220 at 4% or $854,813 at 6%; with 50% employer match about $854,813 at 4% or $569,876 at 6%; with 100% employer match about $641,110 at 4% or $427,407 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-5$2,523,210$12,171$2,434iApproximate average salary by contribution assumption: employee only about $60,855 at 4% or $40,570 at 6%; with 50% employer match about $40,570 at 4% or $27,047 at 6%; with 100% employer match about $30,427 at 4% or $20,285 at 6%.
WK CASH BALANCE PLAN-4$1,406,755$244,273$61,068iApproximate average salary by contribution assumption: employee only about $1,526,706 at 4% or $1,017,804 at 6%; with 50% employer match about $1,017,804 at 4% or $678,536 at 6%; with 100% employer match about $763,353 at 4% or $508,902 at 6%.
201425$3,804,835$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-5$2,541,558$17,724$3,545iApproximate average salary by contribution assumption: employee only about $88,620 at 4% or $59,080 at 6%; with 50% employer match about $59,080 at 4% or $39,387 at 6%; with 100% employer match about $44,310 at 4% or $29,540 at 6%.
WK CASH BALANCE PLAN-5$1,263,277$232,276$46,455iApproximate average salary by contribution assumption: employee only about $1,161,380 at 4% or $774,253 at 6%; with 50% employer match about $774,253 at 4% or $516,169 at 6%; with 100% employer match about $580,690 at 4% or $387,127 at 6%.
201328$3,360,049$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-8$2,379,984$17,508$2,189iApproximate average salary by contribution assumption: employee only about $54,713 at 4% or $36,475 at 6%; with 50% employer match about $36,475 at 4% or $24,317 at 6%; with 100% employer match about $27,356 at 4% or $18,238 at 6%.
WK CASH BALANCE PLAN-6$980,065$232,492$38,749iApproximate average salary by contribution assumption: employee only about $968,717 at 4% or $645,811 at 6%; with 50% employer match about $645,811 at 4% or $430,541 at 6%; with 100% employer match about $484,358 at 4% or $322,906 at 6%.
201226$2,582,981$230,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-6$1,954,681$17,114$2,852iApproximate average salary by contribution assumption: employee only about $71,308 at 4% or $47,539 at 6%; with 50% employer match about $47,539 at 4% or $31,693 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%.
KHALIL G. WAKIM, M.D. CASH BALANCE PLAN-5$628,300$212,886$42,577iApproximate average salary by contribution assumption: employee only about $1,064,430 at 4% or $709,620 at 6%; with 50% employer match about $709,620 at 4% or $473,080 at 6%; with 100% employer match about $532,215 at 4% or $354,810 at 6%.
201126$2,128,118$230,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-6$1,747,805$16,922$2,820iApproximate average salary by contribution assumption: employee only about $70,508 at 4% or $47,006 at 6%; with 50% employer match about $47,006 at 4% or $31,337 at 6%; with 100% employer match about $35,254 at 4% or $23,503 at 6%.
KHALIL G. WAKIM, M.D. CASH BALANCE PLAN-4$380,313$213,078$53,270iApproximate average salary by contribution assumption: employee only about $1,331,738 at 4% or $887,825 at 6%; with 50% employer match about $887,825 at 4% or $591,883 at 6%; with 100% employer match about $665,869 at 4% or $443,913 at 6%.
201025$1,961,422$190,999$38,200iApproximate average salary by contribution assumption: employee only about $954,995 at 4% or $636,663 at 6%; with 50% employer match about $636,663 at 4% or $424,442 at 6%; with 100% employer match about $477,498 at 4% or $318,332 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-5$1,787,315$16,892$3,378iApproximate average salary by contribution assumption: employee only about $84,460 at 4% or $56,307 at 6%; with 50% employer match about $56,307 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%.
KHALIL G. WAKIM, M.D. CASH BALANCE PLAN-5$174,107$174,107$34,821iApproximate average salary by contribution assumption: employee only about $870,535 at 4% or $580,357 at 6%; with 50% employer match about $580,357 at 4% or $386,904 at 6%; with 100% employer match about $435,268 at 4% or $290,178 at 6%.
200912$1,641,877$55,700$27,850iApproximate average salary by contribution assumption: employee only about $696,250 at 4% or $464,167 at 6%; with 50% employer match about $464,167 at 4% or $309,444 at 6%; with 100% employer match about $348,125 at 4% or $232,083 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,641,877$55,700$27,850iApproximate average salary by contribution assumption: employee only about $696,250 at 4% or $464,167 at 6%; with 50% employer match about $464,167 at 4% or $309,444 at 6%; with 100% employer match about $348,125 at 4% or $232,083 at 6%.
200812$1,413,773$52,600$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,413,773$52,600$26,300iApproximate average salary by contribution assumption: employee only about $657,500 at 4% or $438,333 at 6%; with 50% employer match about $438,333 at 4% or $292,222 at 6%; with 100% employer match about $328,750 at 4% or $219,167 at 6%.
200712$1,837,285$51,500$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,837,285$51,500$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
200612$1,694,274$50,500$25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,694,274$50,500$25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%.
200512$1,449,704$48,400$24,200iApproximate average salary by contribution assumption: employee only about $605,000 at 4% or $403,333 at 6%; with 50% employer match about $403,333 at 4% or $268,889 at 6%; with 100% employer match about $302,500 at 4% or $201,667 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,449,704$48,400$24,200iApproximate average salary by contribution assumption: employee only about $605,000 at 4% or $403,333 at 6%; with 50% employer match about $403,333 at 4% or $268,889 at 6%; with 100% employer match about $302,500 at 4% or $201,667 at 6%.
200412$1,341,436$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,341,436$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200312$1,191,368$45,017$22,509iApproximate average salary by contribution assumption: employee only about $562,713 at 4% or $375,142 at 6%; with 50% employer match about $375,142 at 4% or $250,094 at 6%; with 100% employer match about $281,356 at 4% or $187,571 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,191,368$45,017$22,509iApproximate average salary by contribution assumption: employee only about $562,713 at 4% or $375,142 at 6%; with 50% employer match about $375,142 at 4% or $250,094 at 6%; with 100% employer match about $281,356 at 4% or $187,571 at 6%.
200222$0$0-
Khalil G. Wakim, M.D. Money Purchase Plan-0---
Khalil G. Wakim, M.D. Retirement Plan-2---
200122$1,044,022$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$954,419$29,620$14,810iApproximate average salary by contribution assumption: employee only about $370,250 at 4% or $246,833 at 6%; with 50% employer match about $246,833 at 4% or $164,556 at 6%; with 100% employer match about $185,125 at 4% or $123,417 at 6%.
Khalil G. Wakim, M.D. Money Purchase Plan-2$89,603$9,880$4,940iApproximate average salary by contribution assumption: employee only about $123,500 at 4% or $82,333 at 6%; with 50% employer match about $82,333 at 4% or $54,889 at 6%; with 100% employer match about $61,750 at 4% or $41,167 at 6%.
200022$1,101,812$34,641$17,321iApproximate average salary by contribution assumption: employee only about $433,013 at 4% or $288,675 at 6%; with 50% employer match about $288,675 at 4% or $192,450 at 6%; with 100% employer match about $216,506 at 4% or $144,338 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$1,014,796$24,826$12,413iApproximate average salary by contribution assumption: employee only about $310,325 at 4% or $206,883 at 6%; with 50% employer match about $206,883 at 4% or $137,922 at 6%; with 100% employer match about $155,163 at 4% or $103,442 at 6%.
Khalil G. Wakim, M.D. Money Purchase Plan-2$87,016$9,815$4,908iApproximate average salary by contribution assumption: employee only about $122,688 at 4% or $81,792 at 6%; with 50% employer match about $81,792 at 4% or $54,528 at 6%; with 100% employer match about $61,344 at 4% or $40,896 at 6%.
199922$1,054,910$34,687$17,344iApproximate average salary by contribution assumption: employee only about $433,588 at 4% or $289,058 at 6%; with 50% employer match about $289,058 at 4% or $192,706 at 6%; with 100% employer match about $216,794 at 4% or $144,529 at 6%.
Khalil G. Wakim, M.D. Retirement Plan-2$978,101$25,437$12,719iApproximate average salary by contribution assumption: employee only about $317,963 at 4% or $211,975 at 6%; with 50% employer match about $211,975 at 4% or $141,317 at 6%; with 100% employer match about $158,981 at 4% or $105,988 at 6%.
Khalil G. Wakim, M.D. Money Purchase Plan-2$76,809$9,250$4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.