Civic Intelligence

Daniel L Jorgensen, MD PC

Plan context: Daniel Jorgensen, MD PC Money Purchase Pension Plan

EIN 42-1235066 • Spencer, IA • 27 filings • 6 plans

920 North Grand AvenueSpencer, IA 51301
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$832,514

2019 Contributions

$68,095

Historical Graphs

Total Assets Over Time

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

$1,409,706$704,853$0199920112018YearValue
$832,514Latest year 2018

Participants Over Time

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

1,1175590199920102018YearValue
12Latest 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$68,095-
Daniel Jorgensen, MD PC Money Purchase Pension Plan-0$0$68,095-
2018112$832,514$173,223$14,435iApproximate average salary by contribution assumption: employee only about $360,881 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-12$832,514$173,223$14,435iApproximate average salary by contribution assumption: employee only about $360,881 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
2017112$706,739$176,167$14,681iApproximate average salary by contribution assumption: employee only about $367,015 at 4% or $244,676 at 6%; with 50% employer match about $244,676 at 4% or $163,118 at 6%; with 100% employer match about $183,507 at 4% or $122,338 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-12$706,739$176,167$14,681iApproximate average salary by contribution assumption: employee only about $367,015 at 4% or $244,676 at 6%; with 50% employer match about $244,676 at 4% or $163,118 at 6%; with 100% employer match about $183,507 at 4% or $122,338 at 6%.
2016111$451,814$166,953$15,178iApproximate average salary by contribution assumption: employee only about $379,439 at 4% or $252,959 at 6%; with 50% employer match about $252,959 at 4% or $168,639 at 6%; with 100% employer match about $189,719 at 4% or $126,480 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-11$451,814$166,953$15,178iApproximate average salary by contribution assumption: employee only about $379,439 at 4% or $252,959 at 6%; with 50% employer match about $252,959 at 4% or $168,639 at 6%; with 100% employer match about $189,719 at 4% or $126,480 at 6%.
2015111$266,466$164,110$14,919iApproximate average salary by contribution assumption: employee only about $372,977 at 4% or $248,652 at 6%; with 50% employer match about $248,652 at 4% or $165,768 at 6%; with 100% employer match about $186,489 at 4% or $124,326 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-11$266,466$164,110$14,919iApproximate average salary by contribution assumption: employee only about $372,977 at 4% or $248,652 at 6%; with 50% employer match about $248,652 at 4% or $165,768 at 6%; with 100% employer match about $186,489 at 4% or $124,326 at 6%.
2014211$108,927$107,382$9,762iApproximate average salary by contribution assumption: employee only about $244,050 at 4% or $162,700 at 6%; with 50% employer match about $162,700 at 4% or $108,467 at 6%; with 100% employer match about $122,025 at 4% or $81,350 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-11$108,927$107,382$9,762iApproximate average salary by contribution assumption: employee only about $244,050 at 4% or $162,700 at 6%; with 50% employer match about $162,700 at 4% or $108,467 at 6%; with 100% employer match about $122,025 at 4% or $81,350 at 6%.
Daniel L Jorgensen, MD PC Profit Sharing Plan-----
201313$1,409,706$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-3$1,409,706--
201213$1,079,073$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-3$1,079,073--
201113$932,295$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-3$932,295--
201013$930,864$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-3$930,864--
200914$816,293$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-4$816,293--
200810$677,808$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-0$677,808--
200710$0$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-0---
200614$1,025,359$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-4$1,025,359--
200514$914,673$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-4$914,673--
200414$867,445$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-4$867,445--
200324$0$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-4---
Daniel Jorgensen, MD PC Money Purchase Pension Plan-0---
200227$688,593$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-6$624,903$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Daniel L Jorgensen, MD PC Profit Sharing Plan-7$63,690--
200127$0$0-
Daniel Jorgensen, MD PC Money Purchase Pension Plan-7---
Daniel L Jorgensen, MD PC Profit Sharing Plan-7---
200027$0$0-
Daniel L Jorgensen, MD PC Profit Sharing Plan-7---
Daniel Jorgensen, MD PC Money Purchase Pension Plan-7---
199921,117$946,065$50,000$45iApproximate average salary by contribution assumption: employee only about $1,119 at 4% or $746 at 6%; with 50% employer match about $746 at 4% or $497 at 6%; with 100% employer match about $560 at 4% or $373 at 6%.
Daniel Jorgensen, MD PC Money Purchase Pension Plan-7$881,499$42,714$6,102iApproximate average salary by contribution assumption: employee only about $152,550 at 4% or $101,700 at 6%; with 50% employer match about $101,700 at 4% or $67,800 at 6%; with 100% employer match about $76,275 at 4% or $50,850 at 6%.
Daniel L Jorgensen, MD PC Profit Sharing Plan-1,117$64,566$7,286$7iApproximate average salary by contribution assumption: employee only about $163 at 4% or $109 at 6%; with 50% employer match about $109 at 4% or $72 at 6%; with 100% employer match about $82 at 4% or $54 at 6%.