Alan M. Unell, MD, P.A.
Plan context: Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan
EIN 75-1963114 • 19 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$1,500,563
2008 Contributions
$37,500
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 0 | - | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 0 | - | - | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | - | - | - |
| 2006 | 2 | 1 | $1,500,563 | $37,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 1 | $1,243,615 | $37,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $256,948 | - | - |
| 2005 | 2 | 8 | $1,622,207 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 8 | $1,366,604 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 7 | $255,603 | - | - |
| 2004 | 2 | 9 | $1,524,841 | $90,672 | $10,075iApproximate average salary by contribution assumption: employee only about $251,867 at 4% or $167,911 at 6%; with 50% employer match about $167,911 at 4% or $111,941 at 6%; with 100% employer match about $125,933 at 4% or $83,956 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 9 | $1,273,726 | $90,672 | $10,075iApproximate average salary by contribution assumption: employee only about $251,867 at 4% or $167,911 at 6%; with 50% employer match about $167,911 at 4% or $111,941 at 6%; with 100% employer match about $125,933 at 4% or $83,956 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 5 | $251,115 | - | - |
| 2003 | 2 | 8 | $1,388,186 | $92,411 | $11,551iApproximate average salary by contribution assumption: employee only about $288,784 at 4% or $192,523 at 6%; with 50% employer match about $192,523 at 4% or $128,349 at 6%; with 100% employer match about $144,392 at 4% or $96,261 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 8 | $1,136,944 | $86,750 | $10,844iApproximate average salary by contribution assumption: employee only about $271,094 at 4% or $180,729 at 6%; with 50% employer match about $180,729 at 4% or $120,486 at 6%; with 100% employer match about $135,547 at 4% or $90,365 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 5 | $251,242 | $5,661 | $1,132iApproximate average salary by contribution assumption: employee only about $28,305 at 4% or $18,870 at 6%; with 50% employer match about $18,870 at 4% or $12,580 at 6%; with 100% employer match about $14,153 at 4% or $9,435 at 6%. |
| 2002 | 2 | 8 | $1,273,337 | $79,953 | $9,994iApproximate average salary by contribution assumption: employee only about $249,853 at 4% or $166,569 at 6%; with 50% employer match about $166,569 at 4% or $111,046 at 6%; with 100% employer match about $124,927 at 4% or $83,284 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 8 | $1,045,453 | $77,953 | $9,744iApproximate average salary by contribution assumption: employee only about $243,603 at 4% or $162,402 at 6%; with 50% employer match about $162,402 at 4% or $108,268 at 6%; with 100% employer match about $121,802 at 4% or $81,201 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 6 | $227,884 | $2,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| 2001 | 2 | 7 | $249,205 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 1 | $249,205 | - | - |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 7 | - | - | - |
| 2000 | 2 | 10 | $247,739 | $0 | - |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 9 | $247,739 | - | - |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 10 | - | - | - |
| 1999 | 2 | 8 | $1,018,746 | $73,451 | $9,181iApproximate average salary by contribution assumption: employee only about $229,534 at 4% or $153,023 at 6%; with 50% employer match about $153,023 at 4% or $102,015 at 6%; with 100% employer match about $114,767 at 4% or $76,511 at 6%. |
| Alan M. Unell, M.D., P.A. Integrated Money Purchase Pension Plan | - | 8 | $775,290 | $65,527 | $8,191iApproximate average salary by contribution assumption: employee only about $204,772 at 4% or $136,515 at 6%; with 50% employer match about $136,515 at 4% or $91,010 at 6%; with 100% employer match about $102,386 at 4% or $68,257 at 6%. |
| Prime Financial Multiple Employer Welfare Benefit Plan & Trust | - | 6 | $243,456 | $7,924 | $1,321iApproximate average salary by contribution assumption: employee only about $33,017 at 4% or $22,011 at 6%; with 50% employer match about $22,011 at 4% or $14,674 at 6%; with 100% employer match about $16,508 at 4% or $11,006 at 6%. |