Civic Intelligence

James B. Edward, MD, P.A.

Plan context: James B. Edwards, MD, P.A. Self-Employed Retirement Plan

EIN 57-0662917 • 9 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$1,206,170

2003 Contributions

$55,351

Historical Graphs

Total Assets Over Time

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

$1,806,688$903,344$0199920012003YearValue
$1,206,170Latest year 2003

Participants Over Time

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

420199920012003YearValue
2Latest year 2003

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
200312$1,206,170$0-
James B. Edwards, MD, P.A. Self-Employed Retirement Plan-2$1,206,170--
200222$780,309$55,351$27,676iApproximate average salary by contribution assumption: employee only about $691,888 at 4% or $461,258 at 6%; with 50% employer match about $461,258 at 4% or $307,506 at 6%; with 100% employer match about $345,944 at 4% or $230,629 at 6%.
James B. Edwards, MD, P.A. Self-Employed Retirement Plan-2$780,309$55,351$27,676iApproximate average salary by contribution assumption: employee only about $691,888 at 4% or $461,258 at 6%; with 50% employer match about $461,258 at 4% or $307,506 at 6%; with 100% employer match about $345,944 at 4% or $230,629 at 6%.
James B. Edwards, MD P.A. Money Purchase Pension Plan-0---
200122$1,230,239$0-
James B. Edwards, MD, P.A. Self-Employed Retirement Plan-1$1,230,239--
James B. Edwards, MD P.A. Money Purchase Pension Plan-2---
200022$1,461,527$7,775$3,888iApproximate average salary by contribution assumption: employee only about $97,188 at 4% or $64,792 at 6%; with 50% employer match about $64,792 at 4% or $43,194 at 6%; with 100% employer match about $48,594 at 4% or $32,396 at 6%.
James B. Edwards, MD, P.A. Self-Employed Retirement Plan-2$1,423,701--
James B. Edwards, MD P.A. Money Purchase Pension Plan-2$37,826$7,775$3,888iApproximate average salary by contribution assumption: employee only about $97,188 at 4% or $64,792 at 6%; with 50% employer match about $64,792 at 4% or $43,194 at 6%; with 100% employer match about $48,594 at 4% or $32,396 at 6%.
199924$1,806,688$7,515$1,879iApproximate average salary by contribution assumption: employee only about $46,969 at 4% or $31,313 at 6%; with 50% employer match about $31,313 at 4% or $20,875 at 6%; with 100% employer match about $23,484 at 4% or $15,656 at 6%.
James B. Edwards, MD, P.A. Self-Employed Retirement Plan-4$1,765,049--
James B. Edwards, MD P.A. Money Purchase Pension Plan-3$41,639$7,515$2,505iApproximate average salary by contribution assumption: employee only about $62,625 at 4% or $41,750 at 6%; with 50% employer match about $41,750 at 4% or $27,833 at 6%; with 100% employer match about $31,313 at 4% or $20,875 at 6%.