Civic Intelligence

James E. Carter, M.D. PC.

Plan context: James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust

EIN 43-1124127 • Leawood, KS • 11 filings • 3 plans

4307 West 125th TerraceLeawood, KS 66209
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,384,195

2009 Contributions

$8,500

Historical Graphs

Total Assets Over Time

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

$2,193,468$1,096,734$0199920042008YearValue
$1,384,195Latest year 2008

Participants Over Time

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

420199920032007YearValue
3Latest year 2007

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
200910$0$0-
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-0$0--
200810$1,384,195$0-
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-0$1,384,195--
200713$2,193,468$0-
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-3$2,193,468--
200613$1,975,675$8,500$2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-3$1,975,675$8,500$2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%.
200513$1,743,590$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-3$1,743,590$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
200413$1,622,599$0-
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-3$1,622,599--
200314$1,445,336$0-
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-4$1,445,336--
200214$1,148,960$27,387$6,847iApproximate average salary by contribution assumption: employee only about $171,169 at 4% or $114,113 at 6%; with 50% employer match about $114,113 at 4% or $76,075 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-4$1,148,960$27,387$6,847iApproximate average salary by contribution assumption: employee only about $171,169 at 4% or $114,113 at 6%; with 50% employer match about $114,113 at 4% or $76,075 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%.
200114$1,363,332$25,065$6,266iApproximate average salary by contribution assumption: employee only about $156,656 at 4% or $104,438 at 6%; with 50% employer match about $104,438 at 4% or $69,625 at 6%; with 100% employer match about $78,328 at 4% or $52,219 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-4$1,363,332$25,065$6,266iApproximate average salary by contribution assumption: employee only about $156,656 at 4% or $104,438 at 6%; with 50% employer match about $104,438 at 4% or $69,625 at 6%; with 100% employer match about $78,328 at 4% or $52,219 at 6%.
200014$1,522,575$24,027$6,007iApproximate average salary by contribution assumption: employee only about $150,169 at 4% or $100,113 at 6%; with 50% employer match about $100,113 at 4% or $66,742 at 6%; with 100% employer match about $75,084 at 4% or $50,056 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-4$1,522,575$24,027$6,007iApproximate average salary by contribution assumption: employee only about $150,169 at 4% or $100,113 at 6%; with 50% employer match about $100,113 at 4% or $66,742 at 6%; with 100% employer match about $75,084 at 4% or $50,056 at 6%.
199914$1,623,917$19,904$4,976iApproximate average salary by contribution assumption: employee only about $124,400 at 4% or $82,933 at 6%; with 50% employer match about $82,933 at 4% or $55,289 at 6%; with 100% employer match about $62,200 at 4% or $41,467 at 6%.
James E. Carter, M.D. PC. Money Purchase Pension Plan & Trust-4$1,623,917$19,904$4,976iApproximate average salary by contribution assumption: employee only about $124,400 at 4% or $82,933 at 6%; with 50% employer match about $82,933 at 4% or $55,289 at 6%; with 100% employer match about $62,200 at 4% or $41,467 at 6%.