Civic Intelligence

Dr. Jose Medina

Plan context: Dr. Jose Medina Retirement Plan Trust

EIN 66-0309269 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$484,133

2004 Contributions

$25,105

Historical Graphs

Total Assets Over Time

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

$510,806$255,403$0200020022004YearValue
$484,133Latest year 2004

Participants Over Time

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

210200020022004YearValue
2Latest year 2004

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
200412$484,133$25,105$12,553iApproximate average salary by contribution assumption: employee only about $313,813 at 4% or $209,208 at 6%; with 50% employer match about $209,208 at 4% or $139,472 at 6%; with 100% employer match about $156,906 at 4% or $104,604 at 6%.
Dr. Jose Medina Retirement Plan Trust-2$484,133$25,105$12,553iApproximate average salary by contribution assumption: employee only about $313,813 at 4% or $209,208 at 6%; with 50% employer match about $209,208 at 4% or $139,472 at 6%; with 100% employer match about $156,906 at 4% or $104,604 at 6%.
200312$510,806$20,635$10,318iApproximate average salary by contribution assumption: employee only about $257,938 at 4% or $171,958 at 6%; with 50% employer match about $171,958 at 4% or $114,639 at 6%; with 100% employer match about $128,969 at 4% or $85,979 at 6%.
Dr. Jose Medina Retirement Plan Trust-2$510,806$20,635$10,318iApproximate average salary by contribution assumption: employee only about $257,938 at 4% or $171,958 at 6%; with 50% employer match about $171,958 at 4% or $114,639 at 6%; with 100% employer match about $128,969 at 4% or $85,979 at 6%.
200212$411,875$27,778$13,889iApproximate average salary by contribution assumption: employee only about $347,225 at 4% or $231,483 at 6%; with 50% employer match about $231,483 at 4% or $154,322 at 6%; with 100% employer match about $173,613 at 4% or $115,742 at 6%.
Dr. Jose Medina Retirement Plan Trust-2$411,875$27,778$13,889iApproximate average salary by contribution assumption: employee only about $347,225 at 4% or $231,483 at 6%; with 50% employer match about $231,483 at 4% or $154,322 at 6%; with 100% employer match about $173,613 at 4% or $115,742 at 6%.
200112$341,727$23,604$11,802iApproximate average salary by contribution assumption: employee only about $295,050 at 4% or $196,700 at 6%; with 50% employer match about $196,700 at 4% or $131,133 at 6%; with 100% employer match about $147,525 at 4% or $98,350 at 6%.
Dr. Jose Medina Retirement Plan Trust-2$341,727$23,604$11,802iApproximate average salary by contribution assumption: employee only about $295,050 at 4% or $196,700 at 6%; with 50% employer match about $196,700 at 4% or $131,133 at 6%; with 100% employer match about $147,525 at 4% or $98,350 at 6%.
200012$326,198$18,939$9,470iApproximate average salary by contribution assumption: employee only about $236,738 at 4% or $157,825 at 6%; with 50% employer match about $157,825 at 4% or $105,217 at 6%; with 100% employer match about $118,369 at 4% or $78,913 at 6%.
Dr. Jose Medina Retirement Plan Trust-2$326,198$18,939$9,470iApproximate average salary by contribution assumption: employee only about $236,738 at 4% or $157,825 at 6%; with 50% employer match about $157,825 at 4% or $105,217 at 6%; with 100% employer match about $118,369 at 4% or $78,913 at 6%.
199910$0$0-
Dr. Jose Medina Retirement Plan Trust-0---