Civic Intelligence

Dale R. Westrom, M.D.

Plan context: Dale R. Westrom, M.D., Profit Sharing Plan and Trust

EIN 68-0146739 • 8 filings • 4 plans

Current Snapshot

Latest Year

2002

2002 Participants

6

2002 Assets

$564,159

2002 Contributions

$64,456

Historical Graphs

Total Assets Over Time

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

$642,165$321,083$0199920012002YearValue
$564,159Latest year 2002

Participants Over Time

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

630199920012002YearValue
6Latest year 2002

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
200226$564,159$64,456$10,743iApproximate average salary by contribution assumption: employee only about $268,567 at 4% or $179,044 at 6%; with 50% employer match about $179,044 at 4% or $119,363 at 6%; with 100% employer match about $134,283 at 4% or $89,522 at 6%.
Dale R. Westrom, M.D., Profit Sharing Plan and Trust-6$564,159$51,594$8,599iApproximate average salary by contribution assumption: employee only about $214,975 at 4% or $143,317 at 6%; with 50% employer match about $143,317 at 4% or $95,544 at 6%; with 100% employer match about $107,488 at 4% or $71,658 at 6%.
Dale R. Westrom, M.D., Money Purchase Pension Plan and Trust-0-$12,862-
200123$592,122$53,137$17,712iApproximate average salary by contribution assumption: employee only about $442,808 at 4% or $295,206 at 6%; with 50% employer match about $295,206 at 4% or $196,804 at 6%; with 100% employer match about $221,404 at 4% or $147,603 at 6%.
Dale R. Westrom, M.D., Profit Sharing Plan and Trust-3$501,247$42,510$14,170iApproximate average salary by contribution assumption: employee only about $354,250 at 4% or $236,167 at 6%; with 50% employer match about $236,167 at 4% or $157,444 at 6%; with 100% employer match about $177,125 at 4% or $118,083 at 6%.
Dale R. Westrom, M.D., Money Purchase Pension Plan and Trust-3$90,875$10,627$3,542iApproximate average salary by contribution assumption: employee only about $88,558 at 4% or $59,039 at 6%; with 50% employer match about $59,039 at 4% or $39,359 at 6%; with 100% employer match about $44,279 at 4% or $29,519 at 6%.
200025$609,973$45,897$9,179iApproximate average salary by contribution assumption: employee only about $229,485 at 4% or $152,990 at 6%; with 50% employer match about $152,990 at 4% or $101,993 at 6%; with 100% employer match about $114,743 at 4% or $76,495 at 6%.
Dale R. Westrom, M.D., Profit Sharing Plan and Trust-5$519,156$35,416$7,083iApproximate average salary by contribution assumption: employee only about $177,080 at 4% or $118,053 at 6%; with 50% employer match about $118,053 at 4% or $78,702 at 6%; with 100% employer match about $88,540 at 4% or $59,027 at 6%.
Dale R. Westrom, M.D., Money Purchase Pension Plan and Trust-5$90,817$10,481$2,096iApproximate average salary by contribution assumption: employee only about $52,405 at 4% or $34,937 at 6%; with 50% employer match about $34,937 at 4% or $23,291 at 6%; with 100% employer match about $26,202 at 4% or $17,468 at 6%.
199926$642,165$53,207$8,868iApproximate average salary by contribution assumption: employee only about $221,696 at 4% or $147,797 at 6%; with 50% employer match about $147,797 at 4% or $98,531 at 6%; with 100% employer match about $110,848 at 4% or $73,899 at 6%.
Dale R. Westrom, M.D., Profit Sharing Plan and Trust-6$549,177$41,641$6,940iApproximate average salary by contribution assumption: employee only about $173,504 at 4% or $115,669 at 6%; with 50% employer match about $115,669 at 4% or $77,113 at 6%; with 100% employer match about $86,752 at 4% or $57,835 at 6%.
Dale R. Westrom, M.D., Money Purchase Pension Plan and Trust-6$92,988$11,566$1,928iApproximate average salary by contribution assumption: employee only about $48,192 at 4% or $32,128 at 6%; with 50% employer match about $32,128 at 4% or $21,419 at 6%; with 100% employer match about $24,096 at 4% or $16,064 at 6%.