Civic Intelligence

Dr Upa Cardiology Inc

Plan context: Dr Upa Cardiology Inc Pension Plan and Trust

EIN 65-0689455 • Davie, FL • 25 filings • 6 plans

11074 Garden Ridge CourtDavie, FL 33328
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$564,111

2020 Contributions

$180

Historical Graphs

Total Assets Over Time

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

$646,890$323,445$0199920112020YearValue
$564,111Latest year 2020

Participants Over Time

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

320199920102020YearValue
2Latest year 2020

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
202012$564,111$180$90iApproximate average salary by contribution assumption: employee only about $2,250 at 4% or $1,500 at 6%; with 50% employer match about $1,500 at 4% or $1,000 at 6%; with 100% employer match about $1,125 at 4% or $750 at 6%.
Dr Upa Cardiology Inc Pension Plan and Trust-2$564,111$180$90iApproximate average salary by contribution assumption: employee only about $2,250 at 4% or $1,500 at 6%; with 50% employer match about $1,500 at 4% or $1,000 at 6%; with 100% employer match about $1,125 at 4% or $750 at 6%.
201913$450,354$450,350$150,117iApproximate average salary by contribution assumption: employee only about $3,752,917 at 4% or $2,501,944 at 6%; with 50% employer match about $2,501,944 at 4% or $1,667,963 at 6%; with 100% employer match about $1,876,458 at 4% or $1,250,972 at 6%.
Dr Upa Cardiology Inc Pension Plan and Trust-3$450,354$450,350$150,117iApproximate average salary by contribution assumption: employee only about $3,752,917 at 4% or $2,501,944 at 6%; with 50% employer match about $2,501,944 at 4% or $1,667,963 at 6%; with 100% employer match about $1,876,458 at 4% or $1,250,972 at 6%.
201812$615,082$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$615,082--
201712$646,890$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$646,890--
201612$473,952$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$473,952--
201512$471,800$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$471,800--
201412$502,476$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$502,476--
201312$499,763$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$499,763--
201212$455,151$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$455,151--
201112$418,760$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$418,760--
201012$466,314$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$466,314--
200912$432,918$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$432,918--
200812$356,592$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$356,592--
200712$0$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2---
200612$544,484$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$544,484$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200512$484,467$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$484,467$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200412$396,249$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$396,249$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
200312$308,498$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$308,498$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200222$195,417$169,622$84,811iApproximate average salary by contribution assumption: employee only about $2,120,275 at 4% or $1,413,517 at 6%; with 50% employer match about $1,413,517 at 4% or $942,344 at 6%; with 100% employer match about $1,060,138 at 4% or $706,758 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$195,417$137,622$68,811iApproximate average salary by contribution assumption: employee only about $1,720,275 at 4% or $1,146,850 at 6%; with 50% employer match about $1,146,850 at 4% or $764,567 at 6%; with 100% employer match about $860,138 at 4% or $573,425 at 6%.
Dr Upa Cardiology Inc Pension Plan and Trust-2-$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200112$85,903$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Dr Upa Cardiology Inc Pension Plan and Trust-2$85,903$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200022$0$0-
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2---
Dr Upa Cardiology Inc Pension Plan and Trust-2---
199922$206,330$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Dr Upa Cardiology Inc Profit Sharing Plan and Trust-2$109,212$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Dr Upa Cardiology Inc Pension Plan and Trust-2$97,118$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.