Civic Intelligence

Robert H Wharton MD Pa

Plan context: Robert H Wharton MD Pa Pension Plan & Trust

EIN 59-2006588 • 17 filings • 6 plans

Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$2,207,217

2011 Contributions

$40,077

Historical Graphs

Total Assets Over Time

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

$2,207,217$1,103,609$0199920042010YearValue
$2,207,217Latest year 2010

Participants Over Time

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

320199920052011YearValue
3Latest year 2011

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
201113$0$0-
Robert H Wharton MD Pa Pension Plan & Trust-3---
201013$2,207,217$0-
Robert H Wharton MD Pa Pension Plan & Trust-3$2,207,217--
200913$1,888,579$40,077$13,359iApproximate average salary by contribution assumption: employee only about $333,975 at 4% or $222,650 at 6%; with 50% employer match about $222,650 at 4% or $148,433 at 6%; with 100% employer match about $166,988 at 4% or $111,325 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-3$1,888,579$40,077$13,359iApproximate average salary by contribution assumption: employee only about $333,975 at 4% or $222,650 at 6%; with 50% employer match about $222,650 at 4% or $148,433 at 6%; with 100% employer match about $166,988 at 4% or $111,325 at 6%.
200813$0$0-
Robert H Wharton MD Pa Pension Plan & Trust-3---
200713$0$0-
Robert H Wharton MD Pa Pension Plan & Trust-3---
200613$1,804,422$60,053$20,018iApproximate average salary by contribution assumption: employee only about $500,442 at 4% or $333,628 at 6%; with 50% employer match about $333,628 at 4% or $222,419 at 6%; with 100% employer match about $250,221 at 4% or $166,814 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-3$1,804,422$60,053$20,018iApproximate average salary by contribution assumption: employee only about $500,442 at 4% or $333,628 at 6%; with 50% employer match about $333,628 at 4% or $222,419 at 6%; with 100% employer match about $250,221 at 4% or $166,814 at 6%.
200513$0$0-
Robert H Wharton MD Pa Pension Plan & Trust-3---
200413$1,445,124$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-3$1,445,124$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200313$0$0-
Robert H Wharton MD Pa Profit Sharing Plan & Trust-3---
200223$1,136,097$59,727$19,909iApproximate average salary by contribution assumption: employee only about $497,725 at 4% or $331,817 at 6%; with 50% employer match about $331,817 at 4% or $221,211 at 6%; with 100% employer match about $248,863 at 4% or $165,908 at 6%.
Robert H Wharton MD Pa Profit Sharing Plan & Trust-3$1,136,097$59,727$19,909iApproximate average salary by contribution assumption: employee only about $497,725 at 4% or $331,817 at 6%; with 50% employer match about $331,817 at 4% or $221,211 at 6%; with 100% employer match about $248,863 at 4% or $165,908 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-0---
200123$0$0-
Robert H Wharton MD Pa Pension Plan & Trust-3---
Robert H Wharton MD Pa Profit Sharing Plan & Trust-3---
200023$1,169,132$48,616$16,205iApproximate average salary by contribution assumption: employee only about $405,133 at 4% or $270,089 at 6%; with 50% employer match about $270,089 at 4% or $180,059 at 6%; with 100% employer match about $202,567 at 4% or $135,044 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-3$663,661$17,770$5,923iApproximate average salary by contribution assumption: employee only about $148,083 at 4% or $98,722 at 6%; with 50% employer match about $98,722 at 4% or $65,815 at 6%; with 100% employer match about $74,042 at 4% or $49,361 at 6%.
Robert H Wharton MD Pa Profit Sharing Plan & Trust-3$505,471$30,846$10,282iApproximate average salary by contribution assumption: employee only about $257,050 at 4% or $171,367 at 6%; with 50% employer match about $171,367 at 4% or $114,244 at 6%; with 100% employer match about $128,525 at 4% or $85,683 at 6%.
199923$1,431,845$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Robert H Wharton MD Pa Pension Plan & Trust-3$825,341$15,316$5,105iApproximate average salary by contribution assumption: employee only about $127,633 at 4% or $85,089 at 6%; with 50% employer match about $85,089 at 4% or $56,726 at 6%; with 100% employer match about $63,817 at 4% or $42,544 at 6%.
Robert H Wharton MD Pa Profit Sharing Plan & Trust-3$606,504$24,684$8,228iApproximate average salary by contribution assumption: employee only about $205,700 at 4% or $137,133 at 6%; with 50% employer match about $137,133 at 4% or $91,422 at 6%; with 100% employer match about $102,850 at 4% or $68,567 at 6%.