Civic Intelligence

David G. Heald, M.D.

Plan context: David G. Heald, M.D. 401K Savings Plan & Trust

EIN 58-1707217 • 20 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$734,598

2008 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$896,523$448,262$0199920032006YearValue
$734,598Latest year 2006

Participants Over Time

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

27140199920042008YearValue
1Latest 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
200811$0$0-
David G. Heald, M.D. 401K Savings Plan & Trust-1---
200711$0$0-
David G. Heald, M.D. 401K Savings Plan & Trust-1---
200611$734,598$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$734,598$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200511$598,763$39,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$598,763$39,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
200411$515,457$37,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$515,457$37,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
200331$416,188$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$416,188$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
David G. Heald, M.D. Profit Sharing Plan-0---
David G. Heald, M.D. Money Purchase Pension Plan-0---
200231$279,153$24,001$24,001iApproximate average salary by contribution assumption: employee only about $600,025 at 4% or $400,017 at 6%; with 50% employer match about $400,017 at 4% or $266,678 at 6%; with 100% employer match about $300,013 at 4% or $200,008 at 6%.
David G. Heald, M.D. Money Purchase Pension Plan-1$252,409$1,857$1,857iApproximate average salary by contribution assumption: employee only about $46,425 at 4% or $30,950 at 6%; with 50% employer match about $30,950 at 4% or $20,633 at 6%; with 100% employer match about $23,213 at 4% or $15,475 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$26,013$22,144$22,144iApproximate average salary by contribution assumption: employee only about $553,600 at 4% or $369,067 at 6%; with 50% employer match about $369,067 at 4% or $246,044 at 6%; with 100% employer match about $276,800 at 4% or $184,533 at 6%.
David G. Heald, M.D. Profit Sharing Plan-1$731--
200131$0$0-
David G. Heald, M.D. Profit Sharing Plan-1---
David G. Heald, M.D. Money Purchase Pension Plan-1---
David G. Heald, M.D. 401K Savings Plan & Trust-1---
200031$814,495$23,182$23,182iApproximate average salary by contribution assumption: employee only about $579,550 at 4% or $386,367 at 6%; with 50% employer match about $386,367 at 4% or $257,578 at 6%; with 100% employer match about $289,775 at 4% or $193,183 at 6%.
David G. Heald, M.D. Profit Sharing Plan-1$493,248--
David G. Heald, M.D. Money Purchase Pension Plan-1$316,811$18,096$18,096iApproximate average salary by contribution assumption: employee only about $452,400 at 4% or $301,600 at 6%; with 50% employer match about $301,600 at 4% or $201,067 at 6%; with 100% employer match about $226,200 at 4% or $150,800 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-1$4,436$5,086$5,086iApproximate average salary by contribution assumption: employee only about $127,150 at 4% or $84,767 at 6%; with 50% employer match about $84,767 at 4% or $56,511 at 6%; with 100% employer match about $63,575 at 4% or $42,383 at 6%.
1999327$896,523$21,913$812iApproximate average salary by contribution assumption: employee only about $20,290 at 4% or $13,527 at 6%; with 50% employer match about $13,527 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,763 at 6%.
David G. Heald, M.D. Profit Sharing Plan-1$556,847--
David G. Heald, M.D. Money Purchase Pension Plan-27$334,745$16,982$629iApproximate average salary by contribution assumption: employee only about $15,724 at 4% or $10,483 at 6%; with 50% employer match about $10,483 at 4% or $6,988 at 6%; with 100% employer match about $7,862 at 4% or $5,241 at 6%.
David G. Heald, M.D. 401K Savings Plan & Trust-27$4,931$4,931$183iApproximate average salary by contribution assumption: employee only about $4,566 at 4% or $3,044 at 6%; with 50% employer match about $3,044 at 4% or $2,029 at 6%; with 100% employer match about $2,283 at 4% or $1,522 at 6%.
David G. Heald, M.D. | EIN 58-1707217 | 2008 Form 5500 Company Profile