Civic Intelligence

Edward W. Halpren, D.O., P.A.

Plan context: Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust

EIN 65-0353289 • Fort Myers, FL • 14 filings • 4 plans

14271 Metropolis Avenue, Unit BFort Myers, FL 33912
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$666,984

2012 Contributions

$16,065

Historical Graphs

Total Assets Over Time

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

$696,639$348,320$0199920062011YearValue
$666,984Latest year 2011

Participants Over Time

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

420199920052011YearValue
2Latest year 2011

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
201210$0$0-
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-0$0$0-
201112$666,984$16,065$8,033iApproximate average salary by contribution assumption: employee only about $200,813 at 4% or $133,875 at 6%; with 50% employer match about $133,875 at 4% or $89,250 at 6%; with 100% employer match about $100,406 at 4% or $66,938 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-2$666,984$16,065$8,033iApproximate average salary by contribution assumption: employee only about $200,813 at 4% or $133,875 at 6%; with 50% employer match about $133,875 at 4% or $89,250 at 6%; with 100% employer match about $100,406 at 4% or $66,938 at 6%.
201014$696,639$20,254$5,064iApproximate average salary by contribution assumption: employee only about $126,588 at 4% or $84,392 at 6%; with 50% employer match about $84,392 at 4% or $56,261 at 6%; with 100% employer match about $63,294 at 4% or $42,196 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$696,639$20,254$5,064iApproximate average salary by contribution assumption: employee only about $126,588 at 4% or $84,392 at 6%; with 50% employer match about $84,392 at 4% or $56,261 at 6%; with 100% employer match about $63,294 at 4% or $42,196 at 6%.
200914$613,909$20,157$5,039iApproximate average salary by contribution assumption: employee only about $125,981 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$613,909$20,157$5,039iApproximate average salary by contribution assumption: employee only about $125,981 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
200813$476,455$20,888$6,963iApproximate average salary by contribution assumption: employee only about $174,067 at 4% or $116,044 at 6%; with 50% employer match about $116,044 at 4% or $77,363 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-3$476,455$20,888$6,963iApproximate average salary by contribution assumption: employee only about $174,067 at 4% or $116,044 at 6%; with 50% employer match about $116,044 at 4% or $77,363 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%.
200713$619,131$18,840$6,280iApproximate average salary by contribution assumption: employee only about $157,000 at 4% or $104,667 at 6%; with 50% employer match about $104,667 at 4% or $69,778 at 6%; with 100% employer match about $78,500 at 4% or $52,333 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-3$619,131$18,840$6,280iApproximate average salary by contribution assumption: employee only about $157,000 at 4% or $104,667 at 6%; with 50% employer match about $104,667 at 4% or $69,778 at 6%; with 100% employer match about $78,500 at 4% or $52,333 at 6%.
200614$555,983$40,240$10,060iApproximate average salary by contribution assumption: employee only about $251,500 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,833 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$555,983$40,240$10,060iApproximate average salary by contribution assumption: employee only about $251,500 at 4% or $167,667 at 6%; with 50% employer match about $167,667 at 4% or $111,778 at 6%; with 100% employer match about $125,750 at 4% or $83,833 at 6%.
200514$433,584$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$433,584$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200414$360,763$57,697$14,424iApproximate average salary by contribution assumption: employee only about $360,606 at 4% or $240,404 at 6%; with 50% employer match about $240,404 at 4% or $160,269 at 6%; with 100% employer match about $180,303 at 4% or $120,202 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$360,763$57,697$14,424iApproximate average salary by contribution assumption: employee only about $360,606 at 4% or $240,404 at 6%; with 50% employer match about $240,404 at 4% or $160,269 at 6%; with 100% employer match about $180,303 at 4% or $120,202 at 6%.
200313$305,478$52,345$17,448iApproximate average salary by contribution assumption: employee only about $436,208 at 4% or $290,806 at 6%; with 50% employer match about $290,806 at 4% or $193,870 at 6%; with 100% employer match about $218,104 at 4% or $145,403 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-3$305,478$52,345$17,448iApproximate average salary by contribution assumption: employee only about $436,208 at 4% or $290,806 at 6%; with 50% employer match about $290,806 at 4% or $193,870 at 6%; with 100% employer match about $218,104 at 4% or $145,403 at 6%.
200214$0$0-
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4---
200114$0$0-
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4---
200014$238,568$35,994$8,999iApproximate average salary by contribution assumption: employee only about $224,963 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,988 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$238,568$35,994$8,999iApproximate average salary by contribution assumption: employee only about $224,963 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,988 at 6%.
199914$260,096$33,854$8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%.
Edward W. Halpren, D.O., P.A. Profit Sharing Plan & Trust-4$260,096$33,854$8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%.