Kenneth L. Walgren, MD
Plan context: Kenneth L. Walgren, MD Money Purchase Pension Plan
EIN 75-1524945 • 12 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$2,044,388
2004 Contributions
$2,062
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 0 | $0 | $2,062 | - |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 0 | - | - | - |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 0 | - | $2,062 | - |
| 2003 | 2 | 3 | $2,044,388 | $19,357 | $6,452iApproximate average salary by contribution assumption: employee only about $161,308 at 4% or $107,539 at 6%; with 50% employer match about $107,539 at 4% or $71,693 at 6%; with 100% employer match about $80,654 at 4% or $53,769 at 6%. |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 3 | $1,652,687 | $11,614 | $3,871iApproximate average salary by contribution assumption: employee only about $96,783 at 4% or $64,522 at 6%; with 50% employer match about $64,522 at 4% or $43,015 at 6%; with 100% employer match about $48,392 at 4% or $32,261 at 6%. |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 3 | $391,701 | $7,743 | $2,581iApproximate average salary by contribution assumption: employee only about $64,525 at 4% or $43,017 at 6%; with 50% employer match about $43,017 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,508 at 6%. |
| 2002 | 2 | 3 | $1,725,677 | $28,493 | $9,498iApproximate average salary by contribution assumption: employee only about $237,442 at 4% or $158,294 at 6%; with 50% employer match about $158,294 at 4% or $105,530 at 6%; with 100% employer match about $118,721 at 4% or $79,147 at 6%. |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 3 | $1,410,940 | $17,096 | $5,699iApproximate average salary by contribution assumption: employee only about $142,467 at 4% or $94,978 at 6%; with 50% employer match about $94,978 at 4% or $63,319 at 6%; with 100% employer match about $71,233 at 4% or $47,489 at 6%. |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 3 | $314,737 | $11,397 | $3,799iApproximate average salary by contribution assumption: employee only about $94,975 at 4% or $63,317 at 6%; with 50% employer match about $63,317 at 4% or $42,211 at 6%; with 100% employer match about $47,488 at 4% or $31,658 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 3 | - | - | - |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 3 | - | - | - |
| 2000 | 2 | 3 | $2,935,802 | $26,810 | $8,937iApproximate average salary by contribution assumption: employee only about $223,417 at 4% or $148,944 at 6%; with 50% employer match about $148,944 at 4% or $99,296 at 6%; with 100% employer match about $111,708 at 4% or $74,472 at 6%. |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 3 | $2,650,372 | $16,086 | $5,362iApproximate average salary by contribution assumption: employee only about $134,050 at 4% or $89,367 at 6%; with 50% employer match about $89,367 at 4% or $59,578 at 6%; with 100% employer match about $67,025 at 4% or $44,683 at 6%. |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 3 | $285,430 | $10,724 | $3,575iApproximate average salary by contribution assumption: employee only about $89,367 at 4% or $59,578 at 6%; with 50% employer match about $59,578 at 4% or $39,719 at 6%; with 100% employer match about $44,683 at 4% or $29,789 at 6%. |
| 1999 | 2 | 2 | $3,458,060 | $13,245 | $6,623iApproximate average salary by contribution assumption: employee only about $165,563 at 4% or $110,375 at 6%; with 50% employer match about $110,375 at 4% or $73,583 at 6%; with 100% employer match about $82,781 at 4% or $55,188 at 6%. |
| Kenneth L. Walgren, MD Retirement Plan and Trust | - | 2 | $3,189,101 | $13,245 | $6,623iApproximate average salary by contribution assumption: employee only about $165,563 at 4% or $110,375 at 6%; with 50% employer match about $110,375 at 4% or $73,583 at 6%; with 100% employer match about $82,781 at 4% or $55,188 at 6%. |
| Kenneth L. Walgren, MD Money Purchase Pension Plan | - | 2 | $268,959 | - | - |