Jeffrey Krotenberg, D.O.
Plan context: Jeffrey Krotenberg Retirement Plan and Trust
EIN 59-3191420 • Lake Mary, FL • 15 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
4
2013 Assets
$1,276,589
2013 Contributions
$52,019
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 4 | $1,276,589 | $52,019 | $13,005iApproximate average salary by contribution assumption: employee only about $325,119 at 4% or $216,746 at 6%; with 50% employer match about $216,746 at 4% or $144,497 at 6%; with 100% employer match about $162,559 at 4% or $108,373 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $1,276,589 | $52,019 | $13,005iApproximate average salary by contribution assumption: employee only about $325,119 at 4% or $216,746 at 6%; with 50% employer match about $216,746 at 4% or $144,497 at 6%; with 100% employer match about $162,559 at 4% or $108,373 at 6%. |
| 2012 | 1 | 4 | $1,148,483 | $51,919 | $12,980iApproximate average salary by contribution assumption: employee only about $324,494 at 4% or $216,329 at 6%; with 50% employer match about $216,329 at 4% or $144,219 at 6%; with 100% employer match about $162,247 at 4% or $108,165 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $1,148,483 | $51,919 | $12,980iApproximate average salary by contribution assumption: employee only about $324,494 at 4% or $216,329 at 6%; with 50% employer match about $216,329 at 4% or $144,219 at 6%; with 100% employer match about $162,247 at 4% or $108,165 at 6%. |
| 2011 | 1 | 4 | $1,014,829 | $60,413 | $15,103iApproximate average salary by contribution assumption: employee only about $377,581 at 4% or $251,721 at 6%; with 50% employer match about $251,721 at 4% or $167,814 at 6%; with 100% employer match about $188,791 at 4% or $125,860 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $1,014,829 | $60,413 | $15,103iApproximate average salary by contribution assumption: employee only about $377,581 at 4% or $251,721 at 6%; with 50% employer match about $251,721 at 4% or $167,814 at 6%; with 100% employer match about $188,791 at 4% or $125,860 at 6%. |
| 2010 | 1 | 4 | $945,204 | $56,662 | $14,166iApproximate average salary by contribution assumption: employee only about $354,138 at 4% or $236,092 at 6%; with 50% employer match about $236,092 at 4% or $157,394 at 6%; with 100% employer match about $177,069 at 4% or $118,046 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $945,204 | $56,662 | $14,166iApproximate average salary by contribution assumption: employee only about $354,138 at 4% or $236,092 at 6%; with 50% employer match about $236,092 at 4% or $157,394 at 6%; with 100% employer match about $177,069 at 4% or $118,046 at 6%. |
| 2009 | 1 | 4 | $871,711 | $56,745 | $14,186iApproximate average salary by contribution assumption: employee only about $354,656 at 4% or $236,438 at 6%; with 50% employer match about $236,438 at 4% or $157,625 at 6%; with 100% employer match about $177,328 at 4% or $118,219 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $871,711 | $56,745 | $14,186iApproximate average salary by contribution assumption: employee only about $354,656 at 4% or $236,438 at 6%; with 50% employer match about $236,438 at 4% or $157,625 at 6%; with 100% employer match about $177,328 at 4% or $118,219 at 6%. |
| 2008 | 1 | 4 | $668,589 | $52,758 | $13,190iApproximate average salary by contribution assumption: employee only about $329,738 at 4% or $219,825 at 6%; with 50% employer match about $219,825 at 4% or $146,550 at 6%; with 100% employer match about $164,869 at 4% or $109,913 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $668,589 | $52,758 | $13,190iApproximate average salary by contribution assumption: employee only about $329,738 at 4% or $219,825 at 6%; with 50% employer match about $219,825 at 4% or $146,550 at 6%; with 100% employer match about $164,869 at 4% or $109,913 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $719,843 | $52,484 | $13,121iApproximate average salary by contribution assumption: employee only about $328,025 at 4% or $218,683 at 6%; with 50% employer match about $218,683 at 4% or $145,789 at 6%; with 100% employer match about $164,013 at 4% or $109,342 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $719,843 | $52,484 | $13,121iApproximate average salary by contribution assumption: employee only about $328,025 at 4% or $218,683 at 6%; with 50% employer match about $218,683 at 4% or $145,789 at 6%; with 100% employer match about $164,013 at 4% or $109,342 at 6%. |
| 2005 | 1 | 4 | $595,629 | $55,769 | $13,942iApproximate average salary by contribution assumption: employee only about $348,556 at 4% or $232,371 at 6%; with 50% employer match about $232,371 at 4% or $154,914 at 6%; with 100% employer match about $174,278 at 4% or $116,185 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $595,629 | $55,769 | $13,942iApproximate average salary by contribution assumption: employee only about $348,556 at 4% or $232,371 at 6%; with 50% employer match about $232,371 at 4% or $154,914 at 6%; with 100% employer match about $174,278 at 4% or $116,185 at 6%. |
| 2004 | 1 | 4 | $511,184 | $54,320 | $13,580iApproximate average salary by contribution assumption: employee only about $339,500 at 4% or $226,333 at 6%; with 50% employer match about $226,333 at 4% or $150,889 at 6%; with 100% employer match about $169,750 at 4% or $113,167 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $511,184 | $54,320 | $13,580iApproximate average salary by contribution assumption: employee only about $339,500 at 4% or $226,333 at 6%; with 50% employer match about $226,333 at 4% or $150,889 at 6%; with 100% employer match about $169,750 at 4% or $113,167 at 6%. |
| 2003 | 1 | 4 | $419,960 | $56,289 | $14,072iApproximate average salary by contribution assumption: employee only about $351,806 at 4% or $234,538 at 6%; with 50% employer match about $234,538 at 4% or $156,358 at 6%; with 100% employer match about $175,903 at 4% or $117,269 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $419,960 | $56,289 | $14,072iApproximate average salary by contribution assumption: employee only about $351,806 at 4% or $234,538 at 6%; with 50% employer match about $234,538 at 4% or $156,358 at 6%; with 100% employer match about $175,903 at 4% or $117,269 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | - | - | - |
| 2000 | 1 | 4 | $265,556 | $36,281 | $9,070iApproximate average salary by contribution assumption: employee only about $226,756 at 4% or $151,171 at 6%; with 50% employer match about $151,171 at 4% or $100,781 at 6%; with 100% employer match about $113,378 at 4% or $75,585 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $265,556 | $36,281 | $9,070iApproximate average salary by contribution assumption: employee only about $226,756 at 4% or $151,171 at 6%; with 50% employer match about $151,171 at 4% or $100,781 at 6%; with 100% employer match about $113,378 at 4% or $75,585 at 6%. |
| 1999 | 1 | 4 | $236,413 | $33,524 | $8,381iApproximate average salary by contribution assumption: employee only about $209,525 at 4% or $139,683 at 6%; with 50% employer match about $139,683 at 4% or $93,122 at 6%; with 100% employer match about $104,763 at 4% or $69,842 at 6%. |
| Jeffrey Krotenberg Retirement Plan and Trust | - | 4 | $236,413 | $33,524 | $8,381iApproximate average salary by contribution assumption: employee only about $209,525 at 4% or $139,683 at 6%; with 50% employer match about $139,683 at 4% or $93,122 at 6%; with 100% employer match about $104,763 at 4% or $69,842 at 6%. |