Civic Intelligence

James E. Callan, M.D., P.A.

Plan context: James E. Callan, M.D., P.A. Defined Benefit Pension Plan

EIN 52-1222704 • 11 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$779,345

2008 Contributions

$254,392

Historical Graphs

Total Assets Over Time

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

$1,743,120$871,560$0199920042008YearValue
$779,345Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200812$779,345$0-
James E. Callan, M.D., P.A. Defined Benefit Pension Plan-2$779,345--
200713$1,044,862$254,392$84,797iApproximate average salary by contribution assumption: employee only about $2,119,933 at 4% or $1,413,289 at 6%; with 50% employer match about $1,413,289 at 4% or $942,193 at 6%; with 100% employer match about $1,059,967 at 4% or $706,644 at 6%.
James E. Callan, M.D., P.A. Defined Benefit Pension Plan-3$1,044,862$254,392$84,797iApproximate average salary by contribution assumption: employee only about $2,119,933 at 4% or $1,413,289 at 6%; with 50% employer match about $1,413,289 at 4% or $942,193 at 6%; with 100% employer match about $1,059,967 at 4% or $706,644 at 6%.
200613$823,214$177,397$59,132iApproximate average salary by contribution assumption: employee only about $1,478,308 at 4% or $985,539 at 6%; with 50% employer match about $985,539 at 4% or $657,026 at 6%; with 100% employer match about $739,154 at 4% or $492,769 at 6%.
James E. Callan, M.D., P.A. Profit Sharing Plan-3$823,214$177,397$59,132iApproximate average salary by contribution assumption: employee only about $1,478,308 at 4% or $985,539 at 6%; with 50% employer match about $985,539 at 4% or $657,026 at 6%; with 100% employer match about $739,154 at 4% or $492,769 at 6%.
200513$561,620$194,888$64,963iApproximate average salary by contribution assumption: employee only about $1,624,067 at 4% or $1,082,711 at 6%; with 50% employer match about $1,082,711 at 4% or $721,807 at 6%; with 100% employer match about $812,033 at 4% or $541,356 at 6%.
James E. Callan, M.D., P.A. Defined Benefit Pension Plan-3$561,620$194,888$64,963iApproximate average salary by contribution assumption: employee only about $1,624,067 at 4% or $1,082,711 at 6%; with 50% employer match about $1,082,711 at 4% or $721,807 at 6%; with 100% employer match about $812,033 at 4% or $541,356 at 6%.
200413$351,942$191,561$63,854iApproximate average salary by contribution assumption: employee only about $1,596,342 at 4% or $1,064,228 at 6%; with 50% employer match about $1,064,228 at 4% or $709,485 at 6%; with 100% employer match about $798,171 at 4% or $532,114 at 6%.
James E. Callan, M.D., P.A. Defined Benefit Pension Plan-3$351,942$191,561$63,854iApproximate average salary by contribution assumption: employee only about $1,596,342 at 4% or $1,064,228 at 6%; with 50% employer match about $1,064,228 at 4% or $709,485 at 6%; with 100% employer match about $798,171 at 4% or $532,114 at 6%.
200312$151,472$151,472$75,736iApproximate average salary by contribution assumption: employee only about $1,893,400 at 4% or $1,262,267 at 6%; with 50% employer match about $1,262,267 at 4% or $841,511 at 6%; with 100% employer match about $946,700 at 4% or $631,133 at 6%.
James E. Callan, M.D., P.A. Defined Benefit Pension Plan-2$151,472$151,472$75,736iApproximate average salary by contribution assumption: employee only about $1,893,400 at 4% or $1,262,267 at 6%; with 50% employer match about $1,262,267 at 4% or $841,511 at 6%; with 100% employer match about $946,700 at 4% or $631,133 at 6%.
200211$1,599,288$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
James E. Callan, M.D., P.A. Profit Sharing Plan-1$1,599,288$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200121$1,639,448$36,467$36,467iApproximate average salary by contribution assumption: employee only about $911,675 at 4% or $607,783 at 6%; with 50% employer match about $607,783 at 4% or $405,189 at 6%; with 100% employer match about $455,838 at 4% or $303,892 at 6%.
James E. Callan, M.D., P.A. Profit Sharing Plan-1$1,639,448$26,500$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
James E. Callan, M.D., P.A. Retirement Trust-0-$9,967-
199921$1,743,120$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James E. Callan, M.D., P.A. Retirement Trust-1$1,170,910$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
James E. Callan, M.D., P.A. Profit Sharing Plan-1$572,210$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.