Civic Intelligence

Joel P. Kallan M.D., P.A.

Plan context: Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan

EIN 59-1655294 • Coral Gables, FL • 12 filings • 3 plans

311 Los Pinos PlCoral Gables, FL 33143
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$3,700,106

2010 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$3,821,454$1,910,727$0199920052009YearValue
$3,700,106Latest year 2009

Participants Over Time

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

320199920052009YearValue
2Latest 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
201010$0$0-
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-0$0--
200912$3,700,106$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-2$3,700,106$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200812$2,700,654$53,103$26,552iApproximate average salary by contribution assumption: employee only about $663,788 at 4% or $442,525 at 6%; with 50% employer match about $442,525 at 4% or $295,017 at 6%; with 100% employer match about $331,894 at 4% or $221,263 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-2$2,700,654$53,103$26,552iApproximate average salary by contribution assumption: employee only about $663,788 at 4% or $442,525 at 6%; with 50% employer match about $442,525 at 4% or $295,017 at 6%; with 100% employer match about $331,894 at 4% or $221,263 at 6%.
200712$3,821,454$51,682$25,841iApproximate average salary by contribution assumption: employee only about $646,025 at 4% or $430,683 at 6%; with 50% employer match about $430,683 at 4% or $287,122 at 6%; with 100% employer match about $323,013 at 4% or $215,342 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-2$3,821,454$51,682$25,841iApproximate average salary by contribution assumption: employee only about $646,025 at 4% or $430,683 at 6%; with 50% employer match about $430,683 at 4% or $287,122 at 6%; with 100% employer match about $323,013 at 4% or $215,342 at 6%.
200613$3,765,753$53,912$17,971iApproximate average salary by contribution assumption: employee only about $449,267 at 4% or $299,511 at 6%; with 50% employer match about $299,511 at 4% or $199,674 at 6%; with 100% employer match about $224,633 at 4% or $149,756 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3$3,765,753$53,912$17,971iApproximate average salary by contribution assumption: employee only about $449,267 at 4% or $299,511 at 6%; with 50% employer match about $299,511 at 4% or $199,674 at 6%; with 100% employer match about $224,633 at 4% or $149,756 at 6%.
200513$3,152,975$55,406$18,469iApproximate average salary by contribution assumption: employee only about $461,717 at 4% or $307,811 at 6%; with 50% employer match about $307,811 at 4% or $205,207 at 6%; with 100% employer match about $230,858 at 4% or $153,906 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3$3,152,975$55,406$18,469iApproximate average salary by contribution assumption: employee only about $461,717 at 4% or $307,811 at 6%; with 50% employer match about $307,811 at 4% or $205,207 at 6%; with 100% employer match about $230,858 at 4% or $153,906 at 6%.
200413$3,067,013$52,406$17,469iApproximate average salary by contribution assumption: employee only about $436,717 at 4% or $291,144 at 6%; with 50% employer match about $291,144 at 4% or $194,096 at 6%; with 100% employer match about $218,358 at 4% or $145,572 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3$3,067,013$52,406$17,469iApproximate average salary by contribution assumption: employee only about $436,717 at 4% or $291,144 at 6%; with 50% employer match about $291,144 at 4% or $194,096 at 6%; with 100% employer match about $218,358 at 4% or $145,572 at 6%.
200313$0$0-
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3---
200213$0$0-
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3---
200110$2,631,931$43,223-
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-0$2,631,931$43,223-
200013$2,636,876$41,975$13,992iApproximate average salary by contribution assumption: employee only about $349,792 at 4% or $233,194 at 6%; with 50% employer match about $233,194 at 4% or $155,463 at 6%; with 100% employer match about $174,896 at 4% or $116,597 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3$2,636,876$41,975$13,992iApproximate average salary by contribution assumption: employee only about $349,792 at 4% or $233,194 at 6%; with 50% employer match about $233,194 at 4% or $155,463 at 6%; with 100% employer match about $174,896 at 4% or $116,597 at 6%.
199913$2,654,617$42,006$14,002iApproximate average salary by contribution assumption: employee only about $350,050 at 4% or $233,367 at 6%; with 50% employer match about $233,367 at 4% or $155,578 at 6%; with 100% employer match about $175,025 at 4% or $116,683 at 6%.
Joel P. Kallan, M.D., P.A. Money Purchase Pension Plan-3$2,654,617$42,006$14,002iApproximate average salary by contribution assumption: employee only about $350,050 at 4% or $233,367 at 6%; with 50% employer match about $233,367 at 4% or $155,578 at 6%; with 100% employer match about $175,025 at 4% or $116,683 at 6%.