Civic Intelligence

Richard L Mogerman MD

Plan context: Richard L. Mogerman, MD Pension Plan and Trust

EIN 38-3066592 • Ludington, MI • 16 filings • 5 plans

7 N Atkinson Dr Ste 114Ludington, MI 49431-1953
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$529,233

2014 Contributions

$20,978

Historical Graphs

Total Assets Over Time

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

$898,167$449,084$0199920072013YearValue
$529,233Latest year 2013

Participants Over Time

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

530199920062013YearValue
2Latest year 2013

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
201410$0$0-
Richard L. Mogerman, MD Pension Plan and Trust-0$0--
201312$529,233$0-
Richard L. Mogerman, MD Pension Plan and Trust-2$529,233--
201213$898,167$0-
Richard L. Mogerman, MD Pension Plan and Trust-3$898,167--
201112$826,415$0-
Richard L. Mogerman, MD Pension Plan and Trust-2$826,415--
201013$838,836$0-
Richard L. Mogerman, MD Pension Plan and Trust-3$838,836--
200912$765,934$20,978$10,489iApproximate average salary by contribution assumption: employee only about $262,225 at 4% or $174,817 at 6%; with 50% employer match about $174,817 at 4% or $116,544 at 6%; with 100% employer match about $131,113 at 4% or $87,408 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-2$765,934$20,978$10,489iApproximate average salary by contribution assumption: employee only about $262,225 at 4% or $174,817 at 6%; with 50% employer match about $174,817 at 4% or $116,544 at 6%; with 100% employer match about $131,113 at 4% or $87,408 at 6%.
200813$621,764$0-
Richard L. Mogerman, MD Pension Plan and Trust-3$621,764--
200713$862,147$0-
Richard L. Mogerman, MD Pension Plan and Trust-3$862,147--
200614$774,391$50,606$12,652iApproximate average salary by contribution assumption: employee only about $316,288 at 4% or $210,858 at 6%; with 50% employer match about $210,858 at 4% or $140,572 at 6%; with 100% employer match about $158,144 at 4% or $105,429 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-4$774,391$50,606$12,652iApproximate average salary by contribution assumption: employee only about $316,288 at 4% or $210,858 at 6%; with 50% employer match about $210,858 at 4% or $140,572 at 6%; with 100% employer match about $158,144 at 4% or $105,429 at 6%.
200514$670,739$48,633$12,158iApproximate average salary by contribution assumption: employee only about $303,956 at 4% or $202,638 at 6%; with 50% employer match about $202,638 at 4% or $135,092 at 6%; with 100% employer match about $151,978 at 4% or $101,319 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-4$670,739$48,633$12,158iApproximate average salary by contribution assumption: employee only about $303,956 at 4% or $202,638 at 6%; with 50% employer match about $202,638 at 4% or $135,092 at 6%; with 100% employer match about $151,978 at 4% or $101,319 at 6%.
200415$643,542$47,093$9,419iApproximate average salary by contribution assumption: employee only about $235,465 at 4% or $156,977 at 6%; with 50% employer match about $156,977 at 4% or $104,651 at 6%; with 100% employer match about $117,733 at 4% or $78,488 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-5$643,542$47,093$9,419iApproximate average salary by contribution assumption: employee only about $235,465 at 4% or $156,977 at 6%; with 50% employer match about $156,977 at 4% or $104,651 at 6%; with 100% employer match about $117,733 at 4% or $78,488 at 6%.
200314$551,720$54,007$13,502iApproximate average salary by contribution assumption: employee only about $337,544 at 4% or $225,029 at 6%; with 50% employer match about $225,029 at 4% or $150,019 at 6%; with 100% employer match about $168,772 at 4% or $112,515 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-4$551,720$54,007$13,502iApproximate average salary by contribution assumption: employee only about $337,544 at 4% or $225,029 at 6%; with 50% employer match about $225,029 at 4% or $150,019 at 6%; with 100% employer match about $168,772 at 4% or $112,515 at 6%.
200215$426,405$52,138$10,428iApproximate average salary by contribution assumption: employee only about $260,690 at 4% or $173,793 at 6%; with 50% employer match about $173,793 at 4% or $115,862 at 6%; with 100% employer match about $130,345 at 4% or $86,897 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-5$426,405$52,138$10,428iApproximate average salary by contribution assumption: employee only about $260,690 at 4% or $173,793 at 6%; with 50% employer match about $173,793 at 4% or $115,862 at 6%; with 100% employer match about $130,345 at 4% or $86,897 at 6%.
200114$0$0-
Richard L. Mogerman, MD Pension Plan and Trust-4---
200014$0$0-
RICHARD L. MOGERMAN, MD PENSION PLAN AND TRUST-4---
199914$581,943$41,504$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.
Richard L. Mogerman, MD Pension Plan and Trust-4$581,943$41,504$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.