Civic Intelligence

William Winn, M.D. & Gregory Warner

Plan context: William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan

EIN 58-2518169 • Visalia, CA • 11 filings • 2 plans

202 W. Willow, Ste. 305Visalia, CA 93291-6238
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$4,067,895

2009 Contributions

$444,000

Historical Graphs

Total Assets Over Time

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

$4,067,895$2,033,948$0199920052009YearValue
$4,067,895Latest year 2009

Participants Over Time

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

840199920042009YearValue
8Latest year 2009

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
200918$4,067,895$444,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8$4,067,895$444,000$55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%.
200818$3,281,334$187,500$23,438iApproximate average salary by contribution assumption: employee only about $585,938 at 4% or $390,625 at 6%; with 50% employer match about $390,625 at 4% or $260,417 at 6%; with 100% employer match about $292,969 at 4% or $195,313 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8$3,281,334$187,500$23,438iApproximate average salary by contribution assumption: employee only about $585,938 at 4% or $390,625 at 6%; with 50% employer match about $390,625 at 4% or $260,417 at 6%; with 100% employer match about $292,969 at 4% or $195,313 at 6%.
200718$0$0-
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8---
200618$3,270,187$199,585$24,948iApproximate average salary by contribution assumption: employee only about $623,703 at 4% or $415,802 at 6%; with 50% employer match about $415,802 at 4% or $277,201 at 6%; with 100% employer match about $311,852 at 4% or $207,901 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8$3,270,187$199,585$24,948iApproximate average salary by contribution assumption: employee only about $623,703 at 4% or $415,802 at 6%; with 50% employer match about $415,802 at 4% or $277,201 at 6%; with 100% employer match about $311,852 at 4% or $207,901 at 6%.
200516$2,973,161$405,394$67,566iApproximate average salary by contribution assumption: employee only about $1,689,142 at 4% or $1,126,094 at 6%; with 50% employer match about $1,126,094 at 4% or $750,730 at 6%; with 100% employer match about $844,571 at 4% or $563,047 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-6$2,973,161$405,394$67,566iApproximate average salary by contribution assumption: employee only about $1,689,142 at 4% or $1,126,094 at 6%; with 50% employer match about $1,126,094 at 4% or $750,730 at 6%; with 100% employer match about $844,571 at 4% or $563,047 at 6%.
200418$2,682,755$1,068,959$133,620iApproximate average salary by contribution assumption: employee only about $3,340,497 at 4% or $2,226,998 at 6%; with 50% employer match about $2,226,998 at 4% or $1,484,665 at 6%; with 100% employer match about $1,670,248 at 4% or $1,113,499 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8$2,682,755$1,068,959$133,620iApproximate average salary by contribution assumption: employee only about $3,340,497 at 4% or $2,226,998 at 6%; with 50% employer match about $2,226,998 at 4% or $1,484,665 at 6%; with 100% employer match about $1,670,248 at 4% or $1,113,499 at 6%.
200317$1,510,781$228,145$32,592iApproximate average salary by contribution assumption: employee only about $814,804 at 4% or $543,202 at 6%; with 50% employer match about $543,202 at 4% or $362,135 at 6%; with 100% employer match about $407,402 at 4% or $271,601 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-7$1,510,781$228,145$32,592iApproximate average salary by contribution assumption: employee only about $814,804 at 4% or $543,202 at 6%; with 50% employer match about $543,202 at 4% or $362,135 at 6%; with 100% employer match about $407,402 at 4% or $271,601 at 6%.
200218$1,214,280$361,213$45,152iApproximate average salary by contribution assumption: employee only about $1,128,791 at 4% or $752,527 at 6%; with 50% employer match about $752,527 at 4% or $501,685 at 6%; with 100% employer match about $564,395 at 4% or $376,264 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8$1,214,280$361,213$45,152iApproximate average salary by contribution assumption: employee only about $1,128,791 at 4% or $752,527 at 6%; with 50% employer match about $752,527 at 4% or $501,685 at 6%; with 100% employer match about $564,395 at 4% or $376,264 at 6%.
200118$0$0-
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8---
200018$0$0-
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-8---
199915$348,015$17,010$3,402iApproximate average salary by contribution assumption: employee only about $85,050 at 4% or $56,700 at 6%; with 50% employer match about $56,700 at 4% or $37,800 at 6%; with 100% employer match about $42,525 at 4% or $28,350 at 6%.
William Winn, M.D. and Gregory Warner, M.D. Defined Benefit Pension Plan-5$348,015$17,010$3,402iApproximate average salary by contribution assumption: employee only about $85,050 at 4% or $56,700 at 6%; with 50% employer match about $56,700 at 4% or $37,800 at 6%; with 100% employer match about $42,525 at 4% or $28,350 at 6%.