Civic Intelligence

Peter J Bartzen, Jr, MD, Sc

Plan context: Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust

EIN 39-1519332 • 10 filings • 6 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$3,482

2005 Contributions

$38,609

Historical Graphs

Total Assets Over Time

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

$148,220$74,110$0199920032005YearValue
$3,482Latest year 2005

Participants Over Time

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

320199920022005YearValue
3Latest year 2005

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
200513$3,482$0-
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-3$3,482--
200413$79,403$0-
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-3$79,403--
200313$78,953$0-
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-3$78,953--
200212$0$0-
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-2---
200121$0$0-
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-1---
Peter J Bartzen, Jr, MD, Sc Pension Plan & Trust-1---
200023$148,220$38,609$12,870iApproximate average salary by contribution assumption: employee only about $321,742 at 4% or $214,494 at 6%; with 50% employer match about $214,494 at 4% or $142,996 at 6%; with 100% employer match about $160,871 at 4% or $107,247 at 6%.
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-3$86,745$19,589$6,530iApproximate average salary by contribution assumption: employee only about $163,242 at 4% or $108,828 at 6%; with 50% employer match about $108,828 at 4% or $72,552 at 6%; with 100% employer match about $81,621 at 4% or $54,414 at 6%.
Peter J Bartzen, Jr, MD, Sc Pension Plan & Trust-3$61,475$19,020$6,340iApproximate average salary by contribution assumption: employee only about $158,500 at 4% or $105,667 at 6%; with 50% employer match about $105,667 at 4% or $70,444 at 6%; with 100% employer match about $79,250 at 4% or $52,833 at 6%.
199922$113,123$35,698$17,849iApproximate average salary by contribution assumption: employee only about $446,225 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,113 at 4% or $148,742 at 6%.
Peter J Bartzen, Jr, MD, Sc 401K Plan & Trust-2$67,919$19,325$9,663iApproximate average salary by contribution assumption: employee only about $241,563 at 4% or $161,042 at 6%; with 50% employer match about $161,042 at 4% or $107,361 at 6%; with 100% employer match about $120,781 at 4% or $80,521 at 6%.
Peter J Bartzen, Jr, MD, Sc Pension Plan & Trust-2$45,204$16,373$8,187iApproximate average salary by contribution assumption: employee only about $204,663 at 4% or $136,442 at 6%; with 50% employer match about $136,442 at 4% or $90,961 at 6%; with 100% employer match about $102,331 at 4% or $68,221 at 6%.