Civic Intelligence

Michael G. Cassatly, D.M.D., P.A.

Plan context: SFOMS DEFINED BENEFIT PENSION PLAN & TRUST

EIN 65-0168440 • 18 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$751,707

2009 Contributions

$324,562

Historical Graphs

Total Assets Over Time

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

$4,460,862$2,230,431$0199920042008YearValue
$751,707Latest year 2008

Participants Over Time

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

1260199920042008YearValue
7Latest year 2008

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
200910$0$0-
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-0---
200817$751,707$0-
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-7$751,707--
2007211$0$0-
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-10---
Sfoms Money Purchase Pension Plan & Trust-11---
2006212$4,460,862$324,562$27,047iApproximate average salary by contribution assumption: employee only about $676,171 at 4% or $450,781 at 6%; with 50% employer match about $450,781 at 4% or $300,520 at 6%; with 100% employer match about $338,085 at 4% or $225,390 at 6%.
Sfoms Money Purchase Pension Plan & Trust-12$2,230,431$162,281$13,523iApproximate average salary by contribution assumption: employee only about $338,085 at 4% or $225,390 at 6%; with 50% employer match about $225,390 at 4% or $150,260 at 6%; with 100% employer match about $169,043 at 4% or $112,695 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-11$2,230,431$162,281$14,753iApproximate average salary by contribution assumption: employee only about $368,820 at 4% or $245,880 at 6%; with 50% employer match about $245,880 at 4% or $163,920 at 6%; with 100% employer match about $184,410 at 4% or $122,940 at 6%.
2005112$507,456$133,941$11,162iApproximate average salary by contribution assumption: employee only about $279,044 at 4% or $186,029 at 6%; with 50% employer match about $186,029 at 4% or $124,019 at 6%; with 100% employer match about $139,522 at 4% or $93,015 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-12$507,456$133,941$11,162iApproximate average salary by contribution assumption: employee only about $279,044 at 4% or $186,029 at 6%; with 50% employer match about $186,029 at 4% or $124,019 at 6%; with 100% employer match about $139,522 at 4% or $93,015 at 6%.
2004210$2,010,294$228,649$22,865iApproximate average salary by contribution assumption: employee only about $571,623 at 4% or $381,082 at 6%; with 50% employer match about $381,082 at 4% or $254,054 at 6%; with 100% employer match about $285,811 at 4% or $190,541 at 6%.
Sfoms Money Purchase Pension Plan & Trust-10$1,660,834$172,776$17,278iApproximate average salary by contribution assumption: employee only about $431,940 at 4% or $287,960 at 6%; with 50% employer match about $287,960 at 4% or $191,973 at 6%; with 100% employer match about $215,970 at 4% or $143,980 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-9$349,460$55,873$6,208iApproximate average salary by contribution assumption: employee only about $155,203 at 4% or $103,469 at 6%; with 50% employer match about $103,469 at 4% or $68,979 at 6%; with 100% employer match about $77,601 at 4% or $51,734 at 6%.
200328$1,497,970$179,545$22,443iApproximate average salary by contribution assumption: employee only about $561,078 at 4% or $374,052 at 6%; with 50% employer match about $374,052 at 4% or $249,368 at 6%; with 100% employer match about $280,539 at 4% or $187,026 at 6%.
Sfoms Money Purchase Pension Plan & Trust-8$1,250,703$119,027$14,878iApproximate average salary by contribution assumption: employee only about $371,959 at 4% or $247,973 at 6%; with 50% employer match about $247,973 at 4% or $165,315 at 6%; with 100% employer match about $185,980 at 4% or $123,986 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-8$247,267$60,518$7,565iApproximate average salary by contribution assumption: employee only about $189,119 at 4% or $126,079 at 6%; with 50% employer match about $126,079 at 4% or $84,053 at 6%; with 100% employer match about $94,559 at 4% or $63,040 at 6%.
200229$991,467$184,667$20,519iApproximate average salary by contribution assumption: employee only about $512,964 at 4% or $341,976 at 6%; with 50% employer match about $341,976 at 4% or $227,984 at 6%; with 100% employer match about $256,482 at 4% or $170,988 at 6%.
Sfoms Money Purchase Pension Plan & Trust-9$862,198$118,896$13,211iApproximate average salary by contribution assumption: employee only about $330,267 at 4% or $220,178 at 6%; with 50% employer match about $220,178 at 4% or $146,785 at 6%; with 100% employer match about $165,133 at 4% or $110,089 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-9$129,269$65,771$7,308iApproximate average salary by contribution assumption: employee only about $182,697 at 4% or $121,798 at 6%; with 50% employer match about $121,798 at 4% or $81,199 at 6%; with 100% employer match about $91,349 at 4% or $60,899 at 6%.
200128$0$0-
Sfoms Money Purchase Pension Plan & Trust-8---
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-8---
200026$687,725$61,883$10,314iApproximate average salary by contribution assumption: employee only about $257,846 at 4% or $171,897 at 6%; with 50% employer match about $171,897 at 4% or $114,598 at 6%; with 100% employer match about $128,923 at 4% or $85,949 at 6%.
Sfoms Money Purchase Pension Plan & Trust-6$687,725$61,883$10,314iApproximate average salary by contribution assumption: employee only about $257,846 at 4% or $171,897 at 6%; with 50% employer match about $171,897 at 4% or $114,598 at 6%; with 100% employer match about $128,923 at 4% or $85,949 at 6%.
SFOMS DEFINED BENEFIT PENSION PLAN & TRUST-6---
199917$522,432$66,653$9,522iApproximate average salary by contribution assumption: employee only about $238,046 at 4% or $158,698 at 6%; with 50% employer match about $158,698 at 4% or $105,798 at 6%; with 100% employer match about $119,023 at 4% or $79,349 at 6%.
Sfoms Money Purchase Pension Plan & Trust-7$522,432$66,653$9,522iApproximate average salary by contribution assumption: employee only about $238,046 at 4% or $158,698 at 6%; with 50% employer match about $158,698 at 4% or $105,798 at 6%; with 100% employer match about $119,023 at 4% or $79,349 at 6%.