Civic Intelligence

H. Dale Matthias, M.D.

Plan context: H Dale Matthias MD Money Purchase Pension Plan

EIN 64-0762994 • Madison, MS • 3 filings • 1 plans

One Roses Bluff PkwyMadison, MS 39110
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$3,019,871

2017 Contributions

$24,250

Historical Graphs

Total Assets Over Time

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

$3,019,871$1,509,936$020152016YearValue
$3,019,871Latest year 2016

Participants Over Time

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

21020152016YearValue
2Latest year 2016

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
201710$0$0-
H Dale Matthias MD Money Purchase Pension Plan-0$0--
201612$3,019,871$0-
H Dale Matthias MD Money Purchase Pension Plan-2$3,019,871--
201512$2,922,850$24,250$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
H Dale Matthias MD Money Purchase Pension Plan-2$2,922,850$24,250$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.