Jose F. Pena, M.D.
Plan context: Jose F. Pena, M.D. Profit Sharing Plan
EIN 74-2925884 • 4 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
4
2003 Assets
$232,257
2003 Contributions
$58,822
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 4 | $232,257 | $58,822 | $14,706iApproximate average salary by contribution assumption: employee only about $367,638 at 4% or $245,092 at 6%; with 50% employer match about $245,092 at 4% or $163,394 at 6%; with 100% employer match about $183,819 at 4% or $122,546 at 6%. |
| Jose F. Pena, M.D. Profit Sharing Plan | - | 4 | $232,257 | $58,822 | $14,706iApproximate average salary by contribution assumption: employee only about $367,638 at 4% or $245,092 at 6%; with 50% employer match about $245,092 at 4% or $163,394 at 6%; with 100% employer match about $183,819 at 4% or $122,546 at 6%. |
| 2002 | 1 | 4 | $143,885 | $56,482 | $14,121iApproximate average salary by contribution assumption: employee only about $353,013 at 4% or $235,342 at 6%; with 50% employer match about $235,342 at 4% or $156,894 at 6%; with 100% employer match about $176,506 at 4% or $117,671 at 6%. |
| Jose F. Pena, M.D. Profit Sharing Plan | - | 4 | $143,885 | $56,482 | $14,121iApproximate average salary by contribution assumption: employee only about $353,013 at 4% or $235,342 at 6%; with 50% employer match about $235,342 at 4% or $156,894 at 6%; with 100% employer match about $176,506 at 4% or $117,671 at 6%. |
| 2000 | 1 | 4 | $88,189 | $34,698 | $8,675iApproximate average salary by contribution assumption: employee only about $216,863 at 4% or $144,575 at 6%; with 50% employer match about $144,575 at 4% or $96,383 at 6%; with 100% employer match about $108,431 at 4% or $72,288 at 6%. |
| Jose F. Pena, M.D. Profit Sharing Plan | - | 4 | $88,189 | $34,698 | $8,675iApproximate average salary by contribution assumption: employee only about $216,863 at 4% or $144,575 at 6%; with 50% employer match about $144,575 at 4% or $96,383 at 6%; with 100% employer match about $108,431 at 4% or $72,288 at 6%. |
| 1999 | 1 | 5 | $68,566 | $30,777 | $6,155iApproximate average salary by contribution assumption: employee only about $153,885 at 4% or $102,590 at 6%; with 50% employer match about $102,590 at 4% or $68,393 at 6%; with 100% employer match about $76,943 at 4% or $51,295 at 6%. |
| Jose F. Pena, M.D. Profit Sharing Plan | - | 5 | $68,566 | $30,777 | $6,155iApproximate average salary by contribution assumption: employee only about $153,885 at 4% or $102,590 at 6%; with 50% employer match about $102,590 at 4% or $68,393 at 6%; with 100% employer match about $76,943 at 4% or $51,295 at 6%. |