Civic Intelligence

Michael Haiken, M.D., P.A.

Plan context: M. H., M.D. 401(K) Profit Sharing Plan & Trust

EIN 65-0370763 • Fort Myers, FL • 34 filings • 11 plans

6017 Cocos DriveFort Myers, FL 33908
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,804,642

2024 Contributions

$429,024

Historical Graphs

Total Assets Over Time

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

$6,804,642$3,402,321$0199920122024YearValue
$6,804,642Latest year 2024

Participants Over Time

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

24120199920122024YearValue
24Latest year 2024

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
2024224$6,804,642$429,024$17,876iApproximate average salary by contribution assumption: employee only about $446,900 at 4% or $297,933 at 6%; with 50% employer match about $297,933 at 4% or $198,622 at 6%; with 100% employer match about $223,450 at 4% or $148,967 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-24$4,681,090$220,024$9,168iApproximate average salary by contribution assumption: employee only about $229,192 at 4% or $152,794 at 6%; with 50% employer match about $152,794 at 4% or $101,863 at 6%; with 100% employer match about $114,596 at 4% or $76,397 at 6%.
M.H., M.D. CASH BALANCE PENSION PLAN-24$2,123,552$209,000$8,708iApproximate average salary by contribution assumption: employee only about $217,708 at 4% or $145,139 at 6%; with 50% employer match about $145,139 at 4% or $96,759 at 6%; with 100% employer match about $108,854 at 4% or $72,569 at 6%.
2023223$5,871,942$418,781$18,208iApproximate average salary by contribution assumption: employee only about $455,197 at 4% or $303,464 at 6%; with 50% employer match about $303,464 at 4% or $202,310 at 6%; with 100% employer match about $227,598 at 4% or $151,732 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-23$4,037,829$213,781$9,295iApproximate average salary by contribution assumption: employee only about $232,371 at 4% or $154,914 at 6%; with 50% employer match about $154,914 at 4% or $103,276 at 6%; with 100% employer match about $116,185 at 4% or $77,457 at 6%.
M.H., M.D. CASH BALANCE PENSION PLAN-23$1,834,113$205,000$8,913iApproximate average salary by contribution assumption: employee only about $222,826 at 4% or $148,551 at 6%; with 50% employer match about $148,551 at 4% or $99,034 at 6%; with 100% employer match about $111,413 at 4% or $74,275 at 6%.
2022220$5,235,167$397,405$19,870iApproximate average salary by contribution assumption: employee only about $496,756 at 4% or $331,171 at 6%; with 50% employer match about $331,171 at 4% or $220,781 at 6%; with 100% employer match about $248,378 at 4% or $165,585 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-19$3,676,461$187,405$9,863iApproximate average salary by contribution assumption: employee only about $246,586 at 4% or $164,390 at 6%; with 50% employer match about $164,390 at 4% or $109,594 at 6%; with 100% employer match about $123,293 at 4% or $82,195 at 6%.
M.H., M.D. CASH BALANCE PENSION PLAN-20$1,558,706$210,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
2021220$4,912,521$437,788$21,889iApproximate average salary by contribution assumption: employee only about $547,235 at 4% or $364,823 at 6%; with 50% employer match about $364,823 at 4% or $243,216 at 6%; with 100% employer match about $273,618 at 4% or $182,412 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-20$3,625,349$160,697$8,035iApproximate average salary by contribution assumption: employee only about $200,871 at 4% or $133,914 at 6%; with 50% employer match about $133,914 at 4% or $89,276 at 6%; with 100% employer match about $100,436 at 4% or $66,957 at 6%.
M.H., M.D. CASH BALANCE PENSION PLAN-14$1,287,172$277,091$19,792iApproximate average salary by contribution assumption: employee only about $494,805 at 4% or $329,870 at 6%; with 50% employer match about $329,870 at 4% or $219,913 at 6%; with 100% employer match about $247,403 at 4% or $164,935 at 6%.
2020213$4,320,814$486,959$37,458iApproximate average salary by contribution assumption: employee only about $936,460 at 4% or $624,306 at 6%; with 50% employer match about $624,306 at 4% or $416,204 at 6%; with 100% employer match about $468,230 at 4% or $312,153 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-4$3,286,480$163,693$40,923iApproximate average salary by contribution assumption: employee only about $1,023,081 at 4% or $682,054 at 6%; with 50% employer match about $682,054 at 4% or $454,703 at 6%; with 100% employer match about $511,541 at 4% or $341,027 at 6%.
M.H., M.D.CASH BALANCE PENSION PLAN-13$1,034,334$323,266$24,867iApproximate average salary by contribution assumption: employee only about $621,665 at 4% or $414,444 at 6%; with 50% employer match about $414,444 at 4% or $276,296 at 6%; with 100% employer match about $310,833 at 4% or $207,222 at 6%.
2019219$3,786,364$428,684$22,562iApproximate average salary by contribution assumption: employee only about $564,058 at 4% or $376,039 at 6%; with 50% employer match about $376,039 at 4% or $250,692 at 6%; with 100% employer match about $282,029 at 4% or $188,019 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-19$3,138,916$155,378$8,178iApproximate average salary by contribution assumption: employee only about $204,445 at 4% or $136,296 at 6%; with 50% employer match about $136,296 at 4% or $90,864 at 6%; with 100% employer match about $102,222 at 4% or $68,148 at 6%.
M.H., M.D.CASH BALANCE PENSION PLAN-13$647,448$273,306$21,024iApproximate average salary by contribution assumption: employee only about $525,588 at 4% or $350,392 at 6%; with 50% employer match about $350,392 at 4% or $233,595 at 6%; with 100% employer match about $262,794 at 4% or $175,196 at 6%.
2018318$6,353,259$674,787$37,488iApproximate average salary by contribution assumption: employee only about $937,204 at 4% or $624,803 at 6%; with 50% employer match about $624,803 at 4% or $416,535 at 6%; with 100% employer match about $468,602 at 4% or $312,401 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-18$2,988,472$149,236$8,291iApproximate average salary by contribution assumption: employee only about $207,272 at 4% or $138,181 at 6%; with 50% employer match about $138,181 at 4% or $92,121 at 6%; with 100% employer match about $103,636 at 4% or $69,091 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-18$2,988,472$149,236$8,291iApproximate average salary by contribution assumption: employee only about $207,272 at 4% or $138,181 at 6%; with 50% employer match about $138,181 at 4% or $92,121 at 6%; with 100% employer match about $103,636 at 4% or $69,091 at 6%.
M.H., M.D.CASH BALANCE PENSION PLAN-12$376,315$376,315$31,360iApproximate average salary by contribution assumption: employee only about $783,990 at 4% or $522,660 at 6%; with 50% employer match about $522,660 at 4% or $348,440 at 6%; with 100% employer match about $391,995 at 4% or $261,330 at 6%.
2017116$2,867,094$175,050$10,941iApproximate average salary by contribution assumption: employee only about $273,516 at 4% or $182,344 at 6%; with 50% employer match about $182,344 at 4% or $121,563 at 6%; with 100% employer match about $136,758 at 4% or $91,172 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-16$2,867,094$175,050$10,941iApproximate average salary by contribution assumption: employee only about $273,516 at 4% or $182,344 at 6%; with 50% employer match about $182,344 at 4% or $121,563 at 6%; with 100% employer match about $136,758 at 4% or $91,172 at 6%.
2016114$2,767,266$170,444$12,175iApproximate average salary by contribution assumption: employee only about $304,364 at 4% or $202,910 at 6%; with 50% employer match about $202,910 at 4% or $135,273 at 6%; with 100% employer match about $152,182 at 4% or $101,455 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-14$2,767,266$170,444$12,175iApproximate average salary by contribution assumption: employee only about $304,364 at 4% or $202,910 at 6%; with 50% employer match about $202,910 at 4% or $135,273 at 6%; with 100% employer match about $152,182 at 4% or $101,455 at 6%.
2015112$2,669,410$169,393$14,116iApproximate average salary by contribution assumption: employee only about $352,902 at 4% or $235,268 at 6%; with 50% employer match about $235,268 at 4% or $156,845 at 6%; with 100% employer match about $176,451 at 4% or $117,634 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-12$2,669,410$169,393$14,116iApproximate average salary by contribution assumption: employee only about $352,902 at 4% or $235,268 at 6%; with 50% employer match about $235,268 at 4% or $156,845 at 6%; with 100% employer match about $176,451 at 4% or $117,634 at 6%.
2014111$2,512,103$158,306$14,391iApproximate average salary by contribution assumption: employee only about $359,786 at 4% or $239,858 at 6%; with 50% employer match about $239,858 at 4% or $159,905 at 6%; with 100% employer match about $179,893 at 4% or $119,929 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-11$2,512,103$158,306$14,391iApproximate average salary by contribution assumption: employee only about $359,786 at 4% or $239,858 at 6%; with 50% employer match about $239,858 at 4% or $159,905 at 6%; with 100% employer match about $179,893 at 4% or $119,929 at 6%.
2013111$2,418,834$160,677$14,607iApproximate average salary by contribution assumption: employee only about $365,175 at 4% or $243,450 at 6%; with 50% employer match about $243,450 at 4% or $162,300 at 6%; with 100% employer match about $182,588 at 4% or $121,725 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-11$2,418,834$160,677$14,607iApproximate average salary by contribution assumption: employee only about $365,175 at 4% or $243,450 at 6%; with 50% employer match about $243,450 at 4% or $162,300 at 6%; with 100% employer match about $182,588 at 4% or $121,725 at 6%.
2012111$2,298,375$159,699$14,518iApproximate average salary by contribution assumption: employee only about $362,952 at 4% or $241,968 at 6%; with 50% employer match about $241,968 at 4% or $161,312 at 6%; with 100% employer match about $181,476 at 4% or $120,984 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-11$2,298,375$159,699$14,518iApproximate average salary by contribution assumption: employee only about $362,952 at 4% or $241,968 at 6%; with 50% employer match about $241,968 at 4% or $161,312 at 6%; with 100% employer match about $181,476 at 4% or $120,984 at 6%.
2011112$2,122,832$166,418$13,868iApproximate average salary by contribution assumption: employee only about $346,704 at 4% or $231,136 at 6%; with 50% employer match about $231,136 at 4% or $154,091 at 6%; with 100% employer match about $173,352 at 4% or $115,568 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-12$2,122,832$166,418$13,868iApproximate average salary by contribution assumption: employee only about $346,704 at 4% or $231,136 at 6%; with 50% employer match about $231,136 at 4% or $154,091 at 6%; with 100% employer match about $173,352 at 4% or $115,568 at 6%.
201019$2,148,359$147,754$16,417iApproximate average salary by contribution assumption: employee only about $410,428 at 4% or $273,619 at 6%; with 50% employer match about $273,619 at 4% or $182,412 at 6%; with 100% employer match about $205,214 at 4% or $136,809 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-9$2,148,359$147,754$16,417iApproximate average salary by contribution assumption: employee only about $410,428 at 4% or $273,619 at 6%; with 50% employer match about $273,619 at 4% or $182,412 at 6%; with 100% employer match about $205,214 at 4% or $136,809 at 6%.
2009111$2,033,534$137,398$12,491iApproximate average salary by contribution assumption: employee only about $312,268 at 4% or $208,179 at 6%; with 50% employer match about $208,179 at 4% or $138,786 at 6%; with 100% employer match about $156,134 at 4% or $104,089 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-11$2,033,534$137,398$12,491iApproximate average salary by contribution assumption: employee only about $312,268 at 4% or $208,179 at 6%; with 50% employer match about $208,179 at 4% or $138,786 at 6%; with 100% employer match about $156,134 at 4% or $104,089 at 6%.
2008110$1,644,953$128,068$12,807iApproximate average salary by contribution assumption: employee only about $320,170 at 4% or $213,447 at 6%; with 50% employer match about $213,447 at 4% or $142,298 at 6%; with 100% employer match about $160,085 at 4% or $106,723 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-10$1,644,953$128,068$12,807iApproximate average salary by contribution assumption: employee only about $320,170 at 4% or $213,447 at 6%; with 50% employer match about $213,447 at 4% or $142,298 at 6%; with 100% employer match about $160,085 at 4% or $106,723 at 6%.
200718$1,704,075$119,738$14,967iApproximate average salary by contribution assumption: employee only about $374,181 at 4% or $249,454 at 6%; with 50% employer match about $249,454 at 4% or $166,303 at 6%; with 100% employer match about $187,091 at 4% or $124,727 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-8$1,704,075$119,738$14,967iApproximate average salary by contribution assumption: employee only about $374,181 at 4% or $249,454 at 6%; with 50% employer match about $249,454 at 4% or $166,303 at 6%; with 100% employer match about $187,091 at 4% or $124,727 at 6%.
200618$1,525,220$93,619$11,702iApproximate average salary by contribution assumption: employee only about $292,559 at 4% or $195,040 at 6%; with 50% employer match about $195,040 at 4% or $130,026 at 6%; with 100% employer match about $146,280 at 4% or $97,520 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-8$1,525,220$93,619$11,702iApproximate average salary by contribution assumption: employee only about $292,559 at 4% or $195,040 at 6%; with 50% employer match about $195,040 at 4% or $130,026 at 6%; with 100% employer match about $146,280 at 4% or $97,520 at 6%.
200517$1,311,041$60,623$8,660iApproximate average salary by contribution assumption: employee only about $216,511 at 4% or $144,340 at 6%; with 50% employer match about $144,340 at 4% or $96,227 at 6%; with 100% employer match about $108,255 at 4% or $72,170 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-7$1,311,041$60,623$8,660iApproximate average salary by contribution assumption: employee only about $216,511 at 4% or $144,340 at 6%; with 50% employer match about $144,340 at 4% or $96,227 at 6%; with 100% employer match about $108,255 at 4% or $72,170 at 6%.
200415$1,004,421$61,344$12,269iApproximate average salary by contribution assumption: employee only about $306,720 at 4% or $204,480 at 6%; with 50% employer match about $204,480 at 4% or $136,320 at 6%; with 100% employer match about $153,360 at 4% or $102,240 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-5$1,004,421$61,344$12,269iApproximate average salary by contribution assumption: employee only about $306,720 at 4% or $204,480 at 6%; with 50% employer match about $204,480 at 4% or $136,320 at 6%; with 100% employer match about $153,360 at 4% or $102,240 at 6%.
200318$938,267$58,996$7,375iApproximate average salary by contribution assumption: employee only about $184,363 at 4% or $122,908 at 6%; with 50% employer match about $122,908 at 4% or $81,939 at 6%; with 100% employer match about $92,181 at 4% or $61,454 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-8$938,267$58,996$7,375iApproximate average salary by contribution assumption: employee only about $184,363 at 4% or $122,908 at 6%; with 50% employer match about $122,908 at 4% or $81,939 at 6%; with 100% employer match about $92,181 at 4% or $61,454 at 6%.
200216$613,852$60,788$10,131iApproximate average salary by contribution assumption: employee only about $253,283 at 4% or $168,856 at 6%; with 50% employer match about $168,856 at 4% or $112,570 at 6%; with 100% employer match about $126,642 at 4% or $84,428 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-6$613,852$60,788$10,131iApproximate average salary by contribution assumption: employee only about $253,283 at 4% or $168,856 at 6%; with 50% employer match about $168,856 at 4% or $112,570 at 6%; with 100% employer match about $126,642 at 4% or $84,428 at 6%.
200115$575,979$46,782$9,356iApproximate average salary by contribution assumption: employee only about $233,910 at 4% or $155,940 at 6%; with 50% employer match about $155,940 at 4% or $103,960 at 6%; with 100% employer match about $116,955 at 4% or $77,970 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-5$575,979$46,782$9,356iApproximate average salary by contribution assumption: employee only about $233,910 at 4% or $155,940 at 6%; with 50% employer match about $155,940 at 4% or $103,960 at 6%; with 100% employer match about $116,955 at 4% or $77,970 at 6%.
200016$525,276$47,761$7,960iApproximate average salary by contribution assumption: employee only about $199,004 at 4% or $132,669 at 6%; with 50% employer match about $132,669 at 4% or $88,446 at 6%; with 100% employer match about $99,502 at 4% or $66,335 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-6$525,276$47,761$7,960iApproximate average salary by contribution assumption: employee only about $199,004 at 4% or $132,669 at 6%; with 50% employer match about $132,669 at 4% or $88,446 at 6%; with 100% employer match about $99,502 at 4% or $66,335 at 6%.
199918$454,079$45,429$5,679iApproximate average salary by contribution assumption: employee only about $141,966 at 4% or $94,644 at 6%; with 50% employer match about $94,644 at 4% or $63,096 at 6%; with 100% employer match about $70,983 at 4% or $47,322 at 6%.
M. H., M.D. 401(K) Profit Sharing Plan & Trust-8$454,079$45,429$5,679iApproximate average salary by contribution assumption: employee only about $141,966 at 4% or $94,644 at 6%; with 50% employer match about $94,644 at 4% or $63,096 at 6%; with 100% employer match about $70,983 at 4% or $47,322 at 6%.