Civic Intelligence

M. David Lehman, DMD, Ms

Plan context: M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan

EIN 63-0850310 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

4

2003 Assets

$429,824

2003 Contributions

$21,867

Historical Graphs

Total Assets Over Time

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

$760,880$380,440$0199920002002YearValue
$429,824Latest year 2002

Participants Over Time

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

420199920012002YearValue
4Latest 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
200310$0$0-
M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan-0---
200214$429,824$21,867$5,467iApproximate average salary by contribution assumption: employee only about $136,669 at 4% or $91,113 at 6%; with 50% employer match about $91,113 at 4% or $60,742 at 6%; with 100% employer match about $68,334 at 4% or $45,556 at 6%.
M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan-4$429,824$21,867$5,467iApproximate average salary by contribution assumption: employee only about $136,669 at 4% or $91,113 at 6%; with 50% employer match about $91,113 at 4% or $60,742 at 6%; with 100% employer match about $68,334 at 4% or $45,556 at 6%.
200113$0$0-
M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan-3---
200013$688,791$17,354$5,785iApproximate average salary by contribution assumption: employee only about $144,617 at 4% or $96,411 at 6%; with 50% employer match about $96,411 at 4% or $64,274 at 6%; with 100% employer match about $72,308 at 4% or $48,206 at 6%.
M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan-3$688,791$17,354$5,785iApproximate average salary by contribution assumption: employee only about $144,617 at 4% or $96,411 at 6%; with 50% employer match about $96,411 at 4% or $64,274 at 6%; with 100% employer match about $72,308 at 4% or $48,206 at 6%.
199913$760,880$17,515$5,838iApproximate average salary by contribution assumption: employee only about $145,958 at 4% or $97,306 at 6%; with 50% employer match about $97,306 at 4% or $64,870 at 6%; with 100% employer match about $72,979 at 4% or $48,653 at 6%.
M. David Lehman, DMD, Ms Money Purchase Self-Employed Retirement Plan-3$760,880$17,515$5,838iApproximate average salary by contribution assumption: employee only about $145,958 at 4% or $97,306 at 6%; with 50% employer match about $97,306 at 4% or $64,870 at 6%; with 100% employer match about $72,979 at 4% or $48,653 at 6%.