Lonnie R Boaz III
Plan context: LONNIE R BOAZ III MD MONEY PURCHASE PLAN AND TRUST
EIN 62-1356737 • 7 filings • 5 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$580,859
2002 Contributions
$60,000
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Lonnie R Boaz MD Profit Sharing & Trust | - | 0 | - | - | - |
| 2001 | 3 | 3 | $0 | $0 | - |
| Lonnie R Boaz MD Profit Sharing & Trust | - | 1 | - | - | - |
| LONNIE R BOAZ III MD MONEY PIURCHASE PLAN AND TRUS | - | 3 | - | - | - |
| LONNIE R BOAZ III MD MONEY PURCHASE PLAN AND TRUST | - | 0 | - | - | - |
| 2000 | 2 | 3 | $580,859 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| LONNIE R BOAZ III MD MONEY PURCHASE PLAN AND TRUST | - | 3 | $405,381 | $41,874 | $13,958iApproximate average salary by contribution assumption: employee only about $348,950 at 4% or $232,633 at 6%; with 50% employer match about $232,633 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%. |
| Lonnie R Boaz MD Profit Sharing & Trust | - | 3 | $175,478 | $18,126 | $6,042iApproximate average salary by contribution assumption: employee only about $151,050 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,133 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%. |
| 1999 | 1 | 3 | $165,441 | $2,417 | $806iApproximate average salary by contribution assumption: employee only about $20,142 at 4% or $13,428 at 6%; with 50% employer match about $13,428 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |
| Lonnie R Boaz MD Profit Sharing & Trust | - | 3 | $165,441 | $2,417 | $806iApproximate average salary by contribution assumption: employee only about $20,142 at 4% or $13,428 at 6%; with 50% employer match about $13,428 at 4% or $8,952 at 6%; with 100% employer match about $10,071 at 4% or $6,714 at 6%. |