Civic Intelligence

George Steven Malone, O.D. PC.

Plan context: George Steven Malone, O.D. PC. Defined Benefit Pension Trust

EIN 62-1211887 • Tazewell, TN • 22 filings • 3 plans

Drawer 430Tazewell, TN 37879
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,486,883

2020 Contributions

$55,000

Historical Graphs

Total Assets Over Time

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

$2,486,883$1,243,442$0199920132020YearValue
$2,486,883Latest year 2020

Participants Over Time

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

630199920102020YearValue
3Latest year 2020

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
202013$2,486,883$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$2,486,883$0-
201913$2,172,486$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$2,172,486$0-
201813$2,056,466$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$2,056,466$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201714$1,988,642$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,988,642$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201614$1,766,713$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,766,713$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201513$1,694,644$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$1,694,644$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201414$1,497,418$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,497,418$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201314$1,518,972$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,518,972$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201213$1,426,758$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$1,426,758$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201114$1,298,322$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,298,322$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201015$1,180,420$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-5$1,180,420$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200914$1,109,306$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4$1,109,306$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200814$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-4---
200715$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-5---
200616$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6---
200516$842,790$55,793$9,299iApproximate average salary by contribution assumption: employee only about $232,471 at 4% or $154,981 at 6%; with 50% employer match about $154,981 at 4% or $103,320 at 6%; with 100% employer match about $116,235 at 4% or $77,490 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6$842,790$55,793$9,299iApproximate average salary by contribution assumption: employee only about $232,471 at 4% or $154,981 at 6%; with 50% employer match about $154,981 at 4% or $103,320 at 6%; with 100% employer match about $116,235 at 4% or $77,490 at 6%.
200416$762,999$50,000$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%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6$762,999$50,000$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%.
200316$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6---
200216$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6---
200116$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-6---
200015$0$0-
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-5---
199913$428,694$39,838$13,279iApproximate average salary by contribution assumption: employee only about $331,983 at 4% or $221,322 at 6%; with 50% employer match about $221,322 at 4% or $147,548 at 6%; with 100% employer match about $165,992 at 4% or $110,661 at 6%.
George Steven Malone, O.D. PC. Defined Benefit Pension Trust-3$428,694$39,838$13,279iApproximate average salary by contribution assumption: employee only about $331,983 at 4% or $221,322 at 6%; with 50% employer match about $221,322 at 4% or $147,548 at 6%; with 100% employer match about $165,992 at 4% or $110,661 at 6%.