Jim S. Garza, M.D., P.A.
Plan context: Jim S. Garza, M.D., P.A. Retirement Plan and Trust
EIN 76-0041289 • 9 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
6
2007 Assets
$1,548,255
2007 Contributions
$12,784
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 6 | $0 | $0 | - |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 6 | - | - | - |
| 2006 | 1 | 4 | $1,548,255 | $0 | - |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 4 | $1,548,255 | - | - |
| 2005 | 1 | 5 | $1,452,366 | $0 | - |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | $1,452,366 | - | - |
| 2004 | 1 | 5 | $1,320,390 | $12,784 | $2,557iApproximate average salary by contribution assumption: employee only about $63,920 at 4% or $42,613 at 6%; with 50% employer match about $42,613 at 4% or $28,409 at 6%; with 100% employer match about $31,960 at 4% or $21,307 at 6%. |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | $1,320,390 | $12,784 | $2,557iApproximate average salary by contribution assumption: employee only about $63,920 at 4% or $42,613 at 6%; with 50% employer match about $42,613 at 4% or $28,409 at 6%; with 100% employer match about $31,960 at 4% or $21,307 at 6%. |
| 2003 | 1 | 5 | $1,197,884 | $53,049 | $10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%. |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | $1,197,884 | $53,049 | $10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%. |
| 2002 | 1 | 5 | $951,537 | $52,021 | $10,404iApproximate average salary by contribution assumption: employee only about $260,105 at 4% or $173,403 at 6%; with 50% employer match about $173,403 at 4% or $115,602 at 6%; with 100% employer match about $130,053 at 4% or $86,702 at 6%. |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | $951,537 | $52,021 | $10,404iApproximate average salary by contribution assumption: employee only about $260,105 at 4% or $173,403 at 6%; with 50% employer match about $173,403 at 4% or $115,602 at 6%; with 100% employer match about $130,053 at 4% or $86,702 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 3 | - | - | - |
| 1999 | 1 | 5 | $1,748,013 | $44,241 | $8,848iApproximate average salary by contribution assumption: employee only about $221,205 at 4% or $147,470 at 6%; with 50% employer match about $147,470 at 4% or $98,313 at 6%; with 100% employer match about $110,603 at 4% or $73,735 at 6%. |
| Jim S. Garza, M.D., P.A. Retirement Plan and Trust | - | 5 | $1,748,013 | $44,241 | $8,848iApproximate average salary by contribution assumption: employee only about $221,205 at 4% or $147,470 at 6%; with 50% employer match about $147,470 at 4% or $98,313 at 6%; with 100% employer match about $110,603 at 4% or $73,735 at 6%. |