Civic Intelligence

Mark R. Jaffe, M.D., P.A.

Plan context: Mark R. Jaffe, M.D., P.A. Cash Balance Pension Plan

EIN 42-1529904 • Dallas, TX • 7 filings • 3 plans

5744 Lbj FreewaySuite 180Dallas, TX 75240
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$265,868

2015 Contributions

$199,525

Historical Graphs

Total Assets Over Time

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

$265,868$132,934$020132014YearValue
$265,868Latest year 2014

Participants Over Time

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

42020132014YearValue
4Latest year 2014

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
201530$0$199,525-
Mark R. Jaffe, M.D., P.A. 401(K) Plan-0$0$16,337-
Mark R. Jaffe, M.D., P.A. Cash Balance Pension Plan-0$0$91,594-
Mark R. Jaffe, M.D., P.A. Cash Balance Pension Plan-0$0$91,594-
201424$265,868$107,317$26,829iApproximate average salary by contribution assumption: employee only about $670,731 at 4% or $447,154 at 6%; with 50% employer match about $447,154 at 4% or $298,103 at 6%; with 100% employer match about $335,366 at 4% or $223,577 at 6%.
Mark R. Jaffe, M.D., P.A. Cash Balance Pension Plan-4$219,988$88,199$22,050iApproximate average salary by contribution assumption: employee only about $551,244 at 4% or $367,496 at 6%; with 50% employer match about $367,496 at 4% or $244,997 at 6%; with 100% employer match about $275,622 at 4% or $183,748 at 6%.
Mark R. Jaffe, M.D., P.A. 401(K) Plan-4$45,880$19,118$4,780iApproximate average salary by contribution assumption: employee only about $119,488 at 4% or $79,658 at 6%; with 50% employer match about $79,658 at 4% or $53,106 at 6%; with 100% employer match about $59,744 at 4% or $39,829 at 6%.
201324$136,104$136,104$34,026iApproximate average salary by contribution assumption: employee only about $850,650 at 4% or $567,100 at 6%; with 50% employer match about $567,100 at 4% or $378,067 at 6%; with 100% employer match about $425,325 at 4% or $283,550 at 6%.
Mark R. Jaffe, M.D., P.A. Cash Balance Pension Plan-4$111,950$111,950$27,988iApproximate average salary by contribution assumption: employee only about $699,688 at 4% or $466,458 at 6%; with 50% employer match about $466,458 at 4% or $310,972 at 6%; with 100% employer match about $349,844 at 4% or $233,229 at 6%.
Mark R. Jaffe, M.D., P.A. 401(K) Plan-4$24,154$24,154$6,039iApproximate average salary by contribution assumption: employee only about $150,963 at 4% or $100,642 at 6%; with 50% employer match about $100,642 at 4% or $67,094 at 6%; with 100% employer match about $75,481 at 4% or $50,321 at 6%.