Civic Intelligence

Barry Simon, M.D., P.A.

Plan context: BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN

EIN 59-2068054 • 6 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$1,516,167

2008 Contributions

$222,560

Historical Graphs

Total Assets Over Time

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

$2,363,085$1,181,543$0199920052008YearValue
$1,516,167Latest year 2008

Participants Over Time

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

320199920062008YearValue
3Latest 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
200813$1,516,167$0-
BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN-3$1,516,167--
200713$0$0-
BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN-3---
200613$2,363,085$0-
BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN-3$2,363,085--
200513$2,138,687$222,560$74,187iApproximate average salary by contribution assumption: employee only about $1,854,667 at 4% or $1,236,444 at 6%; with 50% employer match about $1,236,444 at 4% or $824,296 at 6%; with 100% employer match about $927,333 at 4% or $618,222 at 6%.
BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN-3$2,138,687$222,560$74,187iApproximate average salary by contribution assumption: employee only about $1,854,667 at 4% or $1,236,444 at 6%; with 50% employer match about $1,236,444 at 4% or $824,296 at 6%; with 100% employer match about $927,333 at 4% or $618,222 at 6%.
200413$1,632,652$207,897$69,299iApproximate average salary by contribution assumption: employee only about $1,732,475 at 4% or $1,154,983 at 6%; with 50% employer match about $1,154,983 at 4% or $769,989 at 6%; with 100% employer match about $866,238 at 4% or $577,492 at 6%.
BARRY SIMON, M.D., P.A. DEFINED BENEFIT PLAN-3$1,632,652$207,897$69,299iApproximate average salary by contribution assumption: employee only about $1,732,475 at 4% or $1,154,983 at 6%; with 50% employer match about $1,154,983 at 4% or $769,989 at 6%; with 100% employer match about $866,238 at 4% or $577,492 at 6%.
199911$866,912$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Barry Simon, M.D., P.A. 401K Profit Sharing Plan-1$866,912$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.