Civic Intelligence

David S. Lindberg, Jr., M.D.

Plan context: David S. Lindberg, M.D. Money Purchase Pension Plan and Trust

EIN 59-2304291 • Tarpon Springs, FL • 21 filings • 5 plans

P.O. Box 2588Tarpon Springs, FL 34688
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$2,776,192

2019 Contributions

$7,555

Historical Graphs

Total Assets Over Time

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

$3,390,638$1,695,319$0199920092018YearValue
$2,776,192Latest year 2018

Participants Over Time

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

740199920092018YearValue
6Latest year 2018

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
201910$0$7,555-
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-0$0$7,555-
201816$2,776,192$28,023$4,671iApproximate average salary by contribution assumption: employee only about $116,763 at 4% or $77,842 at 6%; with 50% employer match about $77,842 at 4% or $51,894 at 6%; with 100% employer match about $58,381 at 4% or $38,921 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$2,776,192$28,023$4,671iApproximate average salary by contribution assumption: employee only about $116,763 at 4% or $77,842 at 6%; with 50% employer match about $77,842 at 4% or $51,894 at 6%; with 100% employer match about $58,381 at 4% or $38,921 at 6%.
201716$2,992,269$33,020$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$2,992,269$33,020$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
201617$3,390,638$36,000$5,143iApproximate average salary by contribution assumption: employee only about $128,571 at 4% or $85,714 at 6%; with 50% employer match about $85,714 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,857 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-7$3,390,638$36,000$5,143iApproximate average salary by contribution assumption: employee only about $128,571 at 4% or $85,714 at 6%; with 50% employer match about $85,714 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,857 at 6%.
201517$3,112,590$57,251$8,179iApproximate average salary by contribution assumption: employee only about $204,468 at 4% or $136,312 at 6%; with 50% employer match about $136,312 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-7$3,112,590$57,251$8,179iApproximate average salary by contribution assumption: employee only about $204,468 at 4% or $136,312 at 6%; with 50% employer match about $136,312 at 4% or $90,875 at 6%; with 100% employer match about $102,234 at 4% or $68,156 at 6%.
201417$3,015,327$54,720$7,817iApproximate average salary by contribution assumption: employee only about $195,429 at 4% or $130,286 at 6%; with 50% employer match about $130,286 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-7$3,015,327$54,720$7,817iApproximate average salary by contribution assumption: employee only about $195,429 at 4% or $130,286 at 6%; with 50% employer match about $130,286 at 4% or $86,857 at 6%; with 100% employer match about $97,714 at 4% or $65,143 at 6%.
201317$2,649,124$53,052$7,579iApproximate average salary by contribution assumption: employee only about $189,471 at 4% or $126,314 at 6%; with 50% employer match about $126,314 at 4% or $84,210 at 6%; with 100% employer match about $94,736 at 4% or $63,157 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-7$2,649,124$53,052$7,579iApproximate average salary by contribution assumption: employee only about $189,471 at 4% or $126,314 at 6%; with 50% employer match about $126,314 at 4% or $84,210 at 6%; with 100% employer match about $94,736 at 4% or $63,157 at 6%.
201216$2,114,149$45,295$7,549iApproximate average salary by contribution assumption: employee only about $188,729 at 4% or $125,819 at 6%; with 50% employer match about $125,819 at 4% or $83,880 at 6%; with 100% employer match about $94,365 at 4% or $62,910 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$2,114,149$45,295$7,549iApproximate average salary by contribution assumption: employee only about $188,729 at 4% or $125,819 at 6%; with 50% employer match about $125,819 at 4% or $83,880 at 6%; with 100% employer match about $94,365 at 4% or $62,910 at 6%.
201116$1,873,181$37,714$6,286iApproximate average salary by contribution assumption: employee only about $157,142 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,381 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$1,873,181$37,714$6,286iApproximate average salary by contribution assumption: employee only about $157,142 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,381 at 6%.
201016$1,821,490$38,174$6,362iApproximate average salary by contribution assumption: employee only about $159,058 at 4% or $106,039 at 6%; with 50% employer match about $106,039 at 4% or $70,693 at 6%; with 100% employer match about $79,529 at 4% or $53,019 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$1,821,490$38,174$6,362iApproximate average salary by contribution assumption: employee only about $159,058 at 4% or $106,039 at 6%; with 50% employer match about $106,039 at 4% or $70,693 at 6%; with 100% employer match about $79,529 at 4% or $53,019 at 6%.
200915$1,603,319$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5$1,603,319$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200816$1,289,331$31,001$5,167iApproximate average salary by contribution assumption: employee only about $129,171 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,409 at 6%; with 100% employer match about $64,585 at 4% or $43,057 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$1,289,331$31,001$5,167iApproximate average salary by contribution assumption: employee only about $129,171 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,409 at 6%; with 100% employer match about $64,585 at 4% or $43,057 at 6%.
200715$0$0-
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5---
200615$1,468,027$29,637$5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5$1,468,027$29,637$5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%.
200516$1,293,546$56,769$9,462iApproximate average salary by contribution assumption: employee only about $236,538 at 4% or $157,692 at 6%; with 50% employer match about $157,692 at 4% or $105,128 at 6%; with 100% employer match about $118,269 at 4% or $78,846 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$1,293,546$56,769$9,462iApproximate average salary by contribution assumption: employee only about $236,538 at 4% or $157,692 at 6%; with 50% employer match about $157,692 at 4% or $105,128 at 6%; with 100% employer match about $118,269 at 4% or $78,846 at 6%.
200415$1,153,848$55,474$11,095iApproximate average salary by contribution assumption: employee only about $277,370 at 4% or $184,913 at 6%; with 50% employer match about $184,913 at 4% or $123,276 at 6%; with 100% employer match about $138,685 at 4% or $92,457 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5$1,153,848$55,474$11,095iApproximate average salary by contribution assumption: employee only about $277,370 at 4% or $184,913 at 6%; with 50% employer match about $184,913 at 4% or $123,276 at 6%; with 100% employer match about $138,685 at 4% or $92,457 at 6%.
200315$993,773$52,970$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5$993,773$52,970$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
200216$823,154$51,776$8,629iApproximate average salary by contribution assumption: employee only about $215,733 at 4% or $143,822 at 6%; with 50% employer match about $143,822 at 4% or $95,881 at 6%; with 100% employer match about $107,867 at 4% or $71,911 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-6$823,154$51,776$8,629iApproximate average salary by contribution assumption: employee only about $215,733 at 4% or $143,822 at 6%; with 50% employer match about $143,822 at 4% or $95,881 at 6%; with 100% employer match about $107,867 at 4% or $71,911 at 6%.
200114$907,427$42,979$10,745iApproximate average salary by contribution assumption: employee only about $268,619 at 4% or $179,079 at 6%; with 50% employer match about $179,079 at 4% or $119,386 at 6%; with 100% employer match about $134,309 at 4% or $89,540 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-4$907,427$42,979$10,745iApproximate average salary by contribution assumption: employee only about $268,619 at 4% or $179,079 at 6%; with 50% employer match about $179,079 at 4% or $119,386 at 6%; with 100% employer match about $134,309 at 4% or $89,540 at 6%.
200013$992,900$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-3$992,900$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
199915$941,529$35,774$7,155iApproximate average salary by contribution assumption: employee only about $178,870 at 4% or $119,247 at 6%; with 50% employer match about $119,247 at 4% or $79,498 at 6%; with 100% employer match about $89,435 at 4% or $59,623 at 6%.
David S. Lindberg, M.D. Money Purchase Pension Plan and Trust-5$941,529$35,774$7,155iApproximate average salary by contribution assumption: employee only about $178,870 at 4% or $119,247 at 6%; with 50% employer match about $119,247 at 4% or $79,498 at 6%; with 100% employer match about $89,435 at 4% or $59,623 at 6%.