Civic Intelligence

Robert a. Willis, MD

Plan context: Robert a. Willis, MD 401K Profit Sharing Plan

EIN 62-1349924 • 8 filings • 4 plans

Current Snapshot

Latest Year

2002

2002 Participants

16

2002 Assets

$316,399

2002 Contributions

$41,095

Historical Graphs

Total Assets Over Time

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

$316,399$158,200$019992001YearValue
$316,399Latest year 2001

Participants Over Time

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

1680199920012002YearValue
16Latest year 2002

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
2002216$0$0-
Robert a. Willis, MD Money Purchase Plan & Trust-0---
Robert a. Willis, MD 401K Profit Sharing Plan-16---
2001212$316,399$41,095$3,425iApproximate average salary by contribution assumption: employee only about $85,615 at 4% or $57,076 at 6%; with 50% employer match about $57,076 at 4% or $38,051 at 6%; with 100% employer match about $42,807 at 4% or $28,538 at 6%.
Robert a. Willis, MD 401K Profit Sharing Plan-12$316,399$41,095$3,425iApproximate average salary by contribution assumption: employee only about $85,615 at 4% or $57,076 at 6%; with 50% employer match about $57,076 at 4% or $38,051 at 6%; with 100% employer match about $42,807 at 4% or $28,538 at 6%.
Robert a. Willis, MD Money Purchase Plan & Trust-0---
200026$0$0-
Robert a. Willis, MD 401K Profit Sharing Plan-6---
Robert a. Willis, MD Money Purchase Plan & Trust-0---
1999210$305,649$253,090$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
Robert a. Willis, MD 401K Profit Sharing Plan-10$291,881$253,090$25,309iApproximate average salary by contribution assumption: employee only about $632,725 at 4% or $421,817 at 6%; with 50% employer match about $421,817 at 4% or $281,211 at 6%; with 100% employer match about $316,363 at 4% or $210,908 at 6%.
Robert a. Willis, MD Money Purchase Plan & Trust-0$13,768--