Donald N Matheson M D
Plan context: Donald N. Matheson Money Purchase Plan W/ Salomon Smith Barney
EIN 75-1093256 • 8 filings • 6 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$1,314,581
2002 Contributions
$2,400
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 0 | $0 | $2,400 | - |
| Donald N. Matheson Money Purchase Plan W/ Salomon Smith Barney | - | 0 | - | $2,400 | - |
| Donald N Matheson M D Profit Sharing Plan W/Salomon Smith Barney | - | 0 | - | - | - |
| 2001 | 2 | 2 | $1,314,581 | $6,135 | $3,068iApproximate average salary by contribution assumption: employee only about $76,688 at 4% or $51,125 at 6%; with 50% employer match about $51,125 at 4% or $34,083 at 6%; with 100% employer match about $38,344 at 4% or $25,563 at 6%. |
| Donald N Matheson M D Profit Sharing Plan W/Salomon Smith Barney | - | 2 | $965,578 | $3,681 | $1,841iApproximate average salary by contribution assumption: employee only about $46,013 at 4% or $30,675 at 6%; with 50% employer match about $30,675 at 4% or $20,450 at 6%; with 100% employer match about $23,006 at 4% or $15,338 at 6%. |
| Donald N. Matheson Money Purchase Plan W/ Salomon Smith Barney | - | 2 | $349,003 | $2,454 | $1,227iApproximate average salary by contribution assumption: employee only about $30,675 at 4% or $20,450 at 6%; with 50% employer match about $20,450 at 4% or $13,633 at 6%; with 100% employer match about $15,338 at 4% or $10,225 at 6%. |
| 2000 | 2 | 2 | $1,219,442 | $8,977 | $4,489iApproximate average salary by contribution assumption: employee only about $112,213 at 4% or $74,808 at 6%; with 50% employer match about $74,808 at 4% or $49,872 at 6%; with 100% employer match about $56,106 at 4% or $37,404 at 6%. |
| Donald N Matheson M D Profit Sharing Plan W/Salomon Smith Barney | - | 2 | $1,219,442 | $8,977 | $4,489iApproximate average salary by contribution assumption: employee only about $112,213 at 4% or $74,808 at 6%; with 50% employer match about $74,808 at 4% or $49,872 at 6%; with 100% employer match about $56,106 at 4% or $37,404 at 6%. |
| Donald N. Matheson Money Purchase Plan W/ Salomon Smith Barney | - | 2 | - | - | - |
| 1999 | 2 | 2 | $2,252,470 | $43,396 | $21,698iApproximate average salary by contribution assumption: employee only about $542,450 at 4% or $361,633 at 6%; with 50% employer match about $361,633 at 4% or $241,089 at 6%; with 100% employer match about $271,225 at 4% or $180,817 at 6%. |
| Donald N Matheson M D Profit Sharing Plan W/Salomon Smith Barney | - | 2 | $1,751,123 | $32,196 | $16,098iApproximate average salary by contribution assumption: employee only about $402,450 at 4% or $268,300 at 6%; with 50% employer match about $268,300 at 4% or $178,867 at 6%; with 100% employer match about $201,225 at 4% or $134,150 at 6%. |
| Donald N. Matheson Money Purchase Plan W/ Salomon Smith Barney | - | 2 | $501,347 | $11,200 | $5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%. |