Syed J. Umer M.D. P.A.
Plan context: Syed J. Umer M.D. P.A. Cash Balance Plan
EIN 75-3227117 • San Antonio, TX • 10 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$894,747
2020 Contributions
$110,416
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 4 | $894,747 | $0 | - |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 4 | $894,747 | $0 | - |
| 2018 | 1 | 4 | $776,202 | $0 | - |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 4 | $776,202 | $0 | - |
| 2017 | 1 | 4 | $813,236 | $0 | - |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 4 | $813,236 | - | - |
| 2016 | 2 | 4 | $691,556 | $0 | - |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 4 | $691,556 | - | - |
| SYED J. UMER, M.D., P.A. 401(K) PLAN | - | 0 | $0 | - | - |
| 2015 | 2 | 4 | $774,782 | $110,416 | $27,604iApproximate average salary by contribution assumption: employee only about $690,100 at 4% or $460,067 at 6%; with 50% employer match about $460,067 at 4% or $306,711 at 6%; with 100% employer match about $345,050 at 4% or $230,033 at 6%. |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 4 | $635,649 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| SYED J. UMER, M.D., P.A. 401(K) PLAN | - | 4 | $139,133 | $10,416 | $2,604iApproximate average salary by contribution assumption: employee only about $65,100 at 4% or $43,400 at 6%; with 50% employer match about $43,400 at 4% or $28,933 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%. |
| 2014 | 2 | 3 | $711,964 | $259,399 | $86,466iApproximate average salary by contribution assumption: employee only about $2,161,658 at 4% or $1,441,106 at 6%; with 50% employer match about $1,441,106 at 4% or $960,737 at 6%; with 100% employer match about $1,080,829 at 4% or $720,553 at 6%. |
| Syed J. Umer M.D. P.A. Cash Balance Plan | - | 3 | $575,470 | $219,815 | $73,272iApproximate average salary by contribution assumption: employee only about $1,831,792 at 4% or $1,221,194 at 6%; with 50% employer match about $1,221,194 at 4% or $814,130 at 6%; with 100% employer match about $915,896 at 4% or $610,597 at 6%. |
| SYED J. UMER, M.D., P.A. 401(K) PLAN | - | 3 | $136,494 | $39,584 | $13,195iApproximate average salary by contribution assumption: employee only about $329,867 at 4% or $219,911 at 6%; with 50% employer match about $219,911 at 4% or $146,607 at 6%; with 100% employer match about $164,933 at 4% or $109,956 at 6%. |