Morton P. Berenson, MD
Plan context: T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals
EIN 58-1031593 • 14 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
3
2012 Assets
$83,100
2012 Contributions
$4,073
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | - | - | - | - |
| 2011 | 1 | 3 | $83,100 | $0 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $83,100 | - | - |
| 2010 | 1 | 3 | $86,042 | $4,073 | $1,358iApproximate average salary by contribution assumption: employee only about $33,942 at 4% or $22,628 at 6%; with 50% employer match about $22,628 at 4% or $15,085 at 6%; with 100% employer match about $16,971 at 4% or $11,314 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $86,042 | $4,073 | $1,358iApproximate average salary by contribution assumption: employee only about $33,942 at 4% or $22,628 at 6%; with 50% employer match about $22,628 at 4% or $15,085 at 6%; with 100% employer match about $16,971 at 4% or $11,314 at 6%. |
| 2009 | 1 | 3 | $360,231 | $918 | $306iApproximate average salary by contribution assumption: employee only about $7,650 at 4% or $5,100 at 6%; with 50% employer match about $5,100 at 4% or $3,400 at 6%; with 100% employer match about $3,825 at 4% or $2,550 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $360,231 | $918 | $306iApproximate average salary by contribution assumption: employee only about $7,650 at 4% or $5,100 at 6%; with 50% employer match about $5,100 at 4% or $3,400 at 6%; with 100% employer match about $3,825 at 4% or $2,550 at 6%. |
| 2008 | 1 | 0 | $393,514 | $7,417 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 0 | $393,514 | $7,417 | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 0 | - | - | - |
| 2006 | 1 | 3 | $378,817 | $8,482 | $2,827iApproximate average salary by contribution assumption: employee only about $70,683 at 4% or $47,122 at 6%; with 50% employer match about $47,122 at 4% or $31,415 at 6%; with 100% employer match about $35,342 at 4% or $23,561 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $378,817 | $8,482 | $2,827iApproximate average salary by contribution assumption: employee only about $70,683 at 4% or $47,122 at 6%; with 50% employer match about $47,122 at 4% or $31,415 at 6%; with 100% employer match about $35,342 at 4% or $23,561 at 6%. |
| 2005 | 1 | 3 | $888,413 | $11,699 | $3,900iApproximate average salary by contribution assumption: employee only about $97,492 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,330 at 6%; with 100% employer match about $48,746 at 4% or $32,497 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $888,413 | $11,699 | $3,900iApproximate average salary by contribution assumption: employee only about $97,492 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,330 at 6%; with 100% employer match about $48,746 at 4% or $32,497 at 6%. |
| 2004 | 1 | 2 | $885,911 | $9,197 | $4,599iApproximate average salary by contribution assumption: employee only about $114,963 at 4% or $76,642 at 6%; with 50% employer match about $76,642 at 4% or $51,094 at 6%; with 100% employer match about $57,481 at 4% or $38,321 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 2 | $885,911 | $9,197 | $4,599iApproximate average salary by contribution assumption: employee only about $114,963 at 4% or $76,642 at 6%; with 50% employer match about $76,642 at 4% or $51,094 at 6%; with 100% employer match about $57,481 at 4% or $38,321 at 6%. |
| 2003 | 1 | 3 | $915,425 | $0 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $915,425 | - | - |
| 2002 | 1 | 3 | $878,076 | $17,477 | $5,826iApproximate average salary by contribution assumption: employee only about $145,642 at 4% or $97,094 at 6%; with 50% employer match about $97,094 at 4% or $64,730 at 6%; with 100% employer match about $72,821 at 4% or $48,547 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $878,076 | $17,477 | $5,826iApproximate average salary by contribution assumption: employee only about $145,642 at 4% or $97,094 at 6%; with 50% employer match about $97,094 at 4% or $64,730 at 6%; with 100% employer match about $72,821 at 4% or $48,547 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | - | - | - |
| 2000 | 1 | 3 | $751,159 | $16,908 | $5,636iApproximate average salary by contribution assumption: employee only about $140,900 at 4% or $93,933 at 6%; with 50% employer match about $93,933 at 4% or $62,622 at 6%; with 100% employer match about $70,450 at 4% or $46,967 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $751,159 | $16,908 | $5,636iApproximate average salary by contribution assumption: employee only about $140,900 at 4% or $93,933 at 6%; with 50% employer match about $93,933 at 4% or $62,622 at 6%; with 100% employer match about $70,450 at 4% or $46,967 at 6%. |
| 1999 | 1 | 3 | $679,128 | $17,884 | $5,961iApproximate average salary by contribution assumption: employee only about $149,033 at 4% or $99,356 at 6%; with 50% employer match about $99,356 at 4% or $66,237 at 6%; with 100% employer match about $74,517 at 4% or $49,678 at 6%. |
| T Rowe Price Gth Stock Fund Inc Ret Tr for Self Employed Individuals | - | 3 | $679,128 | $17,884 | $5,961iApproximate average salary by contribution assumption: employee only about $149,033 at 4% or $99,356 at 6%; with 50% employer match about $99,356 at 4% or $66,237 at 6%; with 100% employer match about $74,517 at 4% or $49,678 at 6%. |