Civic Intelligence

Philip a. Sherman

Plan context: Philip a. Sherman M.D. Shearson as Keogh Custodian

EIN 62-1144386 • 12 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$750,201

2010 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$972,048$486,024$0199920052010YearValue
$750,201Latest year 2010

Participants Over Time

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

1050199920052010YearValue
4Latest year 2010

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
201014$750,201$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-4$750,201$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200914$666,707$18,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-4$666,707$18,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
200814$0$0-
Philip a. Sherman M.D. Shearson as Keogh Custodian-4---
200718$0$0-
Philip a. Sherman M.D. Shearson as Keogh Custodian-8---
200618$751,108$26,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-8$751,108$26,000$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
2005110$655,931$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-10$655,931$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2004110$599,823$18,000$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-10$599,823$18,000$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
200317$600,097$22,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-7$600,097$22,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
200215$543,338$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-5$543,338$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200115$0$0-
Philip a. Sherman M.D. Shearson as Keogh Custodian-5---
200016$0$0-
Philip a. Sherman M.D. Shearson as Keogh Custodian-6---
199915$972,048$30,680$6,136iApproximate average salary by contribution assumption: employee only about $153,400 at 4% or $102,267 at 6%; with 50% employer match about $102,267 at 4% or $68,178 at 6%; with 100% employer match about $76,700 at 4% or $51,133 at 6%.
Philip a. Sherman M.D. Shearson as Keogh Custodian-5$972,048$30,680$6,136iApproximate average salary by contribution assumption: employee only about $153,400 at 4% or $102,267 at 6%; with 50% employer match about $102,267 at 4% or $68,178 at 6%; with 100% employer match about $76,700 at 4% or $51,133 at 6%.