Civic Intelligence

Marc J. Novom, M.D.

Plan context: MARC J. NOVOM, M.D. 401(K) PLAN

EIN 39-1622036 • Mequon, WI • 11 filings • 3 plans

1009 W Glen Oaks Ln Ste 110Mequon, WI 53092
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$306,013

2018 Contributions

$18,221

Historical Graphs

Total Assets Over Time

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

$314,696$157,348$0201420162017YearValue
$306,013Latest year 2017

Participants Over Time

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

210200020152017YearValue
2Latest year 2017

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
201820$0$18,221-
MARC J. NOVOM, M.D. 401(K) PLAN-0$0$18,221-
Marc J. Novom, M.D. Cash Balance Pension Plan-0$0--
201722$306,013$167,974$83,987iApproximate average salary by contribution assumption: employee only about $2,099,675 at 4% or $1,399,783 at 6%; with 50% employer match about $1,399,783 at 4% or $933,189 at 6%; with 100% employer match about $1,049,838 at 4% or $699,892 at 6%.
MARC J. NOVOM, M.D. 401(K) PLAN-2$167,939$37,730$18,865iApproximate average salary by contribution assumption: employee only about $471,625 at 4% or $314,417 at 6%; with 50% employer match about $314,417 at 4% or $209,611 at 6%; with 100% employer match about $235,813 at 4% or $157,208 at 6%.
Marc J. Novom, M.D. Cash Balance Pension Plan-2$138,074$130,244$65,122iApproximate average salary by contribution assumption: employee only about $1,628,050 at 4% or $1,085,367 at 6%; with 50% employer match about $1,085,367 at 4% or $723,578 at 6%; with 100% employer match about $814,025 at 4% or $542,683 at 6%.
201622$251,807$194,550$97,275iApproximate average salary by contribution assumption: employee only about $2,431,875 at 4% or $1,621,250 at 6%; with 50% employer match about $1,621,250 at 4% or $1,080,833 at 6%; with 100% employer match about $1,215,938 at 4% or $810,625 at 6%.
Marc J. Novom, M.D. Cash Balance Pension Plan-2$136,159$132,668$66,334iApproximate average salary by contribution assumption: employee only about $1,658,350 at 4% or $1,105,567 at 6%; with 50% employer match about $1,105,567 at 4% or $737,044 at 6%; with 100% employer match about $829,175 at 4% or $552,783 at 6%.
MARC J. NOVOM, M.D. 401(K) PLAN-2$115,648$61,882$30,941iApproximate average salary by contribution assumption: employee only about $773,525 at 4% or $515,683 at 6%; with 50% employer match about $515,683 at 4% or $343,789 at 6%; with 100% employer match about $386,763 at 4% or $257,842 at 6%.
201522$314,696$163,654$81,827iApproximate average salary by contribution assumption: employee only about $2,045,675 at 4% or $1,363,783 at 6%; with 50% employer match about $1,363,783 at 4% or $909,189 at 6%; with 100% employer match about $1,022,838 at 4% or $681,892 at 6%.
Marc J. Novom, M.D. Cash Balance Pension Plan-2$265,794$139,740$69,870iApproximate average salary by contribution assumption: employee only about $1,746,750 at 4% or $1,164,500 at 6%; with 50% employer match about $1,164,500 at 4% or $776,333 at 6%; with 100% employer match about $873,375 at 4% or $582,250 at 6%.
MARC J. NOVOM, M.D. 401(K) PLAN-2$48,902$23,914$11,957iApproximate average salary by contribution assumption: employee only about $298,925 at 4% or $199,283 at 6%; with 50% employer match about $199,283 at 4% or $132,856 at 6%; with 100% employer match about $149,463 at 4% or $99,642 at 6%.
201422$154,377$153,735$76,868iApproximate average salary by contribution assumption: employee only about $1,921,688 at 4% or $1,281,125 at 6%; with 50% employer match about $1,281,125 at 4% or $854,083 at 6%; with 100% employer match about $960,844 at 4% or $640,563 at 6%.
Marc J. Novom, M.D. Cash Balance Pension Plan-2$127,200$127,200$63,600iApproximate average salary by contribution assumption: employee only about $1,590,000 at 4% or $1,060,000 at 6%; with 50% employer match about $1,060,000 at 4% or $706,667 at 6%; with 100% employer match about $795,000 at 4% or $530,000 at 6%.
MARC J. NOVOM, M.D. 401(K) PLAN-2$27,177$26,535$13,268iApproximate average salary by contribution assumption: employee only about $331,688 at 4% or $221,125 at 6%; with 50% employer match about $221,125 at 4% or $147,417 at 6%; with 100% employer match about $165,844 at 4% or $110,563 at 6%.
200012$0$0-
BAIRD SELF DIRECTED PENSION-PROFIT SHARING PLAN & TRUST-2---