Donna Winn & J. Frederick Wolfe PTR
Plan context: Rheumatology Consultants Basic Money Purchase Pension Plan
EIN 62-1064119 • Knoxville, TN • 28 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$7,472,156
2024 Contributions
$457,706
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $7,472,156 | $457,706 | $16,347iApproximate average salary by contribution assumption: employee only about $408,666 at 4% or $272,444 at 6%; with 50% employer match about $272,444 at 4% or $181,629 at 6%; with 100% employer match about $204,333 at 4% or $136,222 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 28 | $7,472,156 | $457,706 | $16,347iApproximate average salary by contribution assumption: employee only about $408,666 at 4% or $272,444 at 6%; with 50% employer match about $272,444 at 4% or $181,629 at 6%; with 100% employer match about $204,333 at 4% or $136,222 at 6%. |
| 2023 | 1 | 27 | $6,462,701 | $468,900 | $17,367iApproximate average salary by contribution assumption: employee only about $434,167 at 4% or $289,444 at 6%; with 50% employer match about $289,444 at 4% or $192,963 at 6%; with 100% employer match about $217,083 at 4% or $144,722 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 27 | $6,462,701 | $468,900 | $17,367iApproximate average salary by contribution assumption: employee only about $434,167 at 4% or $289,444 at 6%; with 50% employer match about $289,444 at 4% or $192,963 at 6%; with 100% employer match about $217,083 at 4% or $144,722 at 6%. |
| 2022 | 1 | 24 | $5,212,848 | $287,728 | $11,989iApproximate average salary by contribution assumption: employee only about $299,717 at 4% or $199,811 at 6%; with 50% employer match about $199,811 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,906 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 24 | $5,212,848 | $287,728 | $11,989iApproximate average salary by contribution assumption: employee only about $299,717 at 4% or $199,811 at 6%; with 50% employer match about $199,811 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,906 at 6%. |
| 2021 | 1 | 26 | $8,353,099 | $651,301 | $25,050iApproximate average salary by contribution assumption: employee only about $626,251 at 4% or $417,501 at 6%; with 50% employer match about $417,501 at 4% or $278,334 at 6%; with 100% employer match about $313,125 at 4% or $208,750 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 26 | $8,353,099 | $651,301 | $25,050iApproximate average salary by contribution assumption: employee only about $626,251 at 4% or $417,501 at 6%; with 50% employer match about $417,501 at 4% or $278,334 at 6%; with 100% employer match about $313,125 at 4% or $208,750 at 6%. |
| 2020 | 1 | 23 | $6,937,289 | $282,311 | $12,274iApproximate average salary by contribution assumption: employee only about $306,860 at 4% or $204,573 at 6%; with 50% employer match about $204,573 at 4% or $136,382 at 6%; with 100% employer match about $153,430 at 4% or $102,287 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 23 | $6,937,289 | $282,311 | $12,274iApproximate average salary by contribution assumption: employee only about $306,860 at 4% or $204,573 at 6%; with 50% employer match about $204,573 at 4% or $136,382 at 6%; with 100% employer match about $153,430 at 4% or $102,287 at 6%. |
| 2019 | 1 | 20 | $6,103,615 | $238,910 | $11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 20 | $6,103,615 | $238,910 | $11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%. |
| 2018 | 1 | 20 | $5,039,806 | $268,858 | $13,443iApproximate average salary by contribution assumption: employee only about $336,073 at 4% or $224,048 at 6%; with 50% employer match about $224,048 at 4% or $149,366 at 6%; with 100% employer match about $168,036 at 4% or $112,024 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 20 | $5,039,806 | $268,858 | $13,443iApproximate average salary by contribution assumption: employee only about $336,073 at 4% or $224,048 at 6%; with 50% employer match about $224,048 at 4% or $149,366 at 6%; with 100% employer match about $168,036 at 4% or $112,024 at 6%. |
| 2017 | 1 | 20 | $4,982,244 | $295,964 | $14,798iApproximate average salary by contribution assumption: employee only about $369,955 at 4% or $246,637 at 6%; with 50% employer match about $246,637 at 4% or $164,424 at 6%; with 100% employer match about $184,978 at 4% or $123,318 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 20 | $4,982,244 | $295,964 | $14,798iApproximate average salary by contribution assumption: employee only about $369,955 at 4% or $246,637 at 6%; with 50% employer match about $246,637 at 4% or $164,424 at 6%; with 100% employer match about $184,978 at 4% or $123,318 at 6%. |
| 2016 | 2 | 20 | $4,228,770 | $4,226,147 | $211,307iApproximate average salary by contribution assumption: employee only about $5,282,684 at 4% or $3,521,789 at 6%; with 50% employer match about $3,521,789 at 4% or $2,347,859 at 6%; with 100% employer match about $2,641,342 at 4% or $1,760,895 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 20 | $4,228,770 | $4,226,147 | $211,307iApproximate average salary by contribution assumption: employee only about $5,282,684 at 4% or $3,521,789 at 6%; with 50% employer match about $3,521,789 at 4% or $2,347,859 at 6%; with 100% employer match about $2,641,342 at 4% or $1,760,895 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 21 | $4,502,259 | $500,382 | $23,828iApproximate average salary by contribution assumption: employee only about $595,693 at 4% or $397,129 at 6%; with 50% employer match about $397,129 at 4% or $264,752 at 6%; with 100% employer match about $297,846 at 4% or $198,564 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 21 | $4,502,259 | $500,382 | $23,828iApproximate average salary by contribution assumption: employee only about $595,693 at 4% or $397,129 at 6%; with 50% employer match about $397,129 at 4% or $264,752 at 6%; with 100% employer match about $297,846 at 4% or $198,564 at 6%. |
| 2014 | 1 | 25 | $11,169,357 | $544,052 | $21,762iApproximate average salary by contribution assumption: employee only about $544,052 at 4% or $362,701 at 6%; with 50% employer match about $362,701 at 4% or $241,801 at 6%; with 100% employer match about $272,026 at 4% or $181,351 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 25 | $11,169,357 | $544,052 | $21,762iApproximate average salary by contribution assumption: employee only about $544,052 at 4% or $362,701 at 6%; with 50% employer match about $362,701 at 4% or $241,801 at 6%; with 100% employer match about $272,026 at 4% or $181,351 at 6%. |
| 2013 | 1 | 24 | $10,015,679 | $304,918 | $12,705iApproximate average salary by contribution assumption: employee only about $317,623 at 4% or $211,749 at 6%; with 50% employer match about $211,749 at 4% or $141,166 at 6%; with 100% employer match about $158,811 at 4% or $105,874 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 24 | $10,015,679 | $304,918 | $12,705iApproximate average salary by contribution assumption: employee only about $317,623 at 4% or $211,749 at 6%; with 50% employer match about $211,749 at 4% or $141,166 at 6%; with 100% employer match about $158,811 at 4% or $105,874 at 6%. |
| 2012 | 1 | 29 | $8,275,091 | $426,560 | $14,709iApproximate average salary by contribution assumption: employee only about $367,724 at 4% or $245,149 at 6%; with 50% employer match about $245,149 at 4% or $163,433 at 6%; with 100% employer match about $183,862 at 4% or $122,575 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 29 | $8,275,091 | $426,560 | $14,709iApproximate average salary by contribution assumption: employee only about $367,724 at 4% or $245,149 at 6%; with 50% employer match about $245,149 at 4% or $163,433 at 6%; with 100% employer match about $183,862 at 4% or $122,575 at 6%. |
| 2011 | 1 | 29 | $6,997,142 | $340,822 | $11,752iApproximate average salary by contribution assumption: employee only about $293,812 at 4% or $195,875 at 6%; with 50% employer match about $195,875 at 4% or $130,583 at 6%; with 100% employer match about $146,906 at 4% or $97,937 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 29 | $6,997,142 | $340,822 | $11,752iApproximate average salary by contribution assumption: employee only about $293,812 at 4% or $195,875 at 6%; with 50% employer match about $195,875 at 4% or $130,583 at 6%; with 100% employer match about $146,906 at 4% or $97,937 at 6%. |
| 2010 | 1 | 27 | $6,660,925 | $309,814 | $11,475iApproximate average salary by contribution assumption: employee only about $286,865 at 4% or $191,243 at 6%; with 50% employer match about $191,243 at 4% or $127,495 at 6%; with 100% employer match about $143,432 at 4% or $95,622 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 27 | $6,660,925 | $309,814 | $11,475iApproximate average salary by contribution assumption: employee only about $286,865 at 4% or $191,243 at 6%; with 50% employer match about $191,243 at 4% or $127,495 at 6%; with 100% employer match about $143,432 at 4% or $95,622 at 6%. |
| 2009 | 1 | 24 | $5,873,758 | $306,511 | $12,771iApproximate average salary by contribution assumption: employee only about $319,282 at 4% or $212,855 at 6%; with 50% employer match about $212,855 at 4% or $141,903 at 6%; with 100% employer match about $159,641 at 4% or $106,427 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 24 | $5,873,758 | $306,511 | $12,771iApproximate average salary by contribution assumption: employee only about $319,282 at 4% or $212,855 at 6%; with 50% employer match about $212,855 at 4% or $141,903 at 6%; with 100% employer match about $159,641 at 4% or $106,427 at 6%. |
| 2007 | 1 | 23 | $5,495,460 | $200,658 | $8,724iApproximate average salary by contribution assumption: employee only about $218,107 at 4% or $145,404 at 6%; with 50% employer match about $145,404 at 4% or $96,936 at 6%; with 100% employer match about $109,053 at 4% or $72,702 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 23 | $5,495,460 | $200,658 | $8,724iApproximate average salary by contribution assumption: employee only about $218,107 at 4% or $145,404 at 6%; with 50% employer match about $145,404 at 4% or $96,936 at 6%; with 100% employer match about $109,053 at 4% or $72,702 at 6%. |
| 2006 | 1 | 23 | $5,691,262 | $210,821 | $9,166iApproximate average salary by contribution assumption: employee only about $229,153 at 4% or $152,769 at 6%; with 50% employer match about $152,769 at 4% or $101,846 at 6%; with 100% employer match about $114,577 at 4% or $76,384 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 23 | $5,691,262 | $210,821 | $9,166iApproximate average salary by contribution assumption: employee only about $229,153 at 4% or $152,769 at 6%; with 50% employer match about $152,769 at 4% or $101,846 at 6%; with 100% employer match about $114,577 at 4% or $76,384 at 6%. |
| 2005 | 1 | 21 | $4,933,285 | $164,197 | $7,819iApproximate average salary by contribution assumption: employee only about $195,473 at 4% or $130,315 at 6%; with 50% employer match about $130,315 at 4% or $86,877 at 6%; with 100% employer match about $97,736 at 4% or $65,158 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 21 | $4,933,285 | $164,197 | $7,819iApproximate average salary by contribution assumption: employee only about $195,473 at 4% or $130,315 at 6%; with 50% employer match about $130,315 at 4% or $86,877 at 6%; with 100% employer match about $97,736 at 4% or $65,158 at 6%. |
| 2004 | 1 | 18 | $4,595,688 | $137,690 | $7,649iApproximate average salary by contribution assumption: employee only about $191,236 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,618 at 4% or $63,745 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 18 | $4,595,688 | $137,690 | $7,649iApproximate average salary by contribution assumption: employee only about $191,236 at 4% or $127,491 at 6%; with 50% employer match about $127,491 at 4% or $84,994 at 6%; with 100% employer match about $95,618 at 4% or $63,745 at 6%. |
| 2003 | 1 | 20 | $4,050,841 | $134,352 | $6,718iApproximate average salary by contribution assumption: employee only about $167,940 at 4% or $111,960 at 6%; with 50% employer match about $111,960 at 4% or $74,640 at 6%; with 100% employer match about $83,970 at 4% or $55,980 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 20 | $4,050,841 | $134,352 | $6,718iApproximate average salary by contribution assumption: employee only about $167,940 at 4% or $111,960 at 6%; with 50% employer match about $111,960 at 4% or $74,640 at 6%; with 100% employer match about $83,970 at 4% or $55,980 at 6%. |
| 2002 | 1 | 38 | $3,101,819 | $122,017 | $3,211iApproximate average salary by contribution assumption: employee only about $80,274 at 4% or $53,516 at 6%; with 50% employer match about $53,516 at 4% or $35,677 at 6%; with 100% employer match about $40,137 at 4% or $26,758 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 38 | $3,101,819 | $122,017 | $3,211iApproximate average salary by contribution assumption: employee only about $80,274 at 4% or $53,516 at 6%; with 50% employer match about $53,516 at 4% or $35,677 at 6%; with 100% employer match about $40,137 at 4% or $26,758 at 6%. |
| 2001 | 2 | 18 | $0 | $0 | - |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 18 | - | - | - |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 18 | - | - | - |
| 2000 | 2 | 17 | $0 | $0 | - |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 17 | - | - | - |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 17 | - | - | - |
| 1999 | 1 | 18 | $3,886,133 | $94,766 | $5,265iApproximate average salary by contribution assumption: employee only about $131,619 at 4% or $87,746 at 6%; with 50% employer match about $87,746 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |
| Rheumatology Consultants Basic Money Purchase Pension Plan | - | 18 | $3,886,133 | $94,766 | $5,265iApproximate average salary by contribution assumption: employee only about $131,619 at 4% or $87,746 at 6%; with 50% employer match about $87,746 at 4% or $58,498 at 6%; with 100% employer match about $65,810 at 4% or $43,873 at 6%. |