Jeffrey D. Coe, M.D.
Plan context: JEFFREY D. COE, M.D. 401K PROFIT SHARING PLAN
EIN 77-0313019 • 12 filings • 5 plans
Current Snapshot
Latest Year
2005
2005 Participants
5
2005 Assets
$906,827
2005 Contributions
$39,585
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 5 | $906,827 | $39,585 | $7,917iApproximate average salary by contribution assumption: employee only about $197,925 at 4% or $131,950 at 6%; with 50% employer match about $131,950 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| JEFFREY D. COE, M.D. 401K PROFIT SHARING PLAN | - | 5 | $906,827 | $39,585 | $7,917iApproximate average salary by contribution assumption: employee only about $197,925 at 4% or $131,950 at 6%; with 50% employer match about $131,950 at 4% or $87,967 at 6%; with 100% employer match about $98,963 at 4% or $65,975 at 6%. |
| 2004 | 2 | 5 | $853,140 | $146,004 | $29,201iApproximate average salary by contribution assumption: employee only about $730,020 at 4% or $486,680 at 6%; with 50% employer match about $486,680 at 4% or $324,453 at 6%; with 100% employer match about $365,010 at 4% or $243,340 at 6%. |
| JEFFREY D. COE, M.D. 401K PROFIT SHARING PLAN | - | 5 | $775,302 | $68,166 | $13,633iApproximate average salary by contribution assumption: employee only about $340,830 at 4% or $227,220 at 6%; with 50% employer match about $227,220 at 4% or $151,480 at 6%; with 100% employer match about $170,415 at 4% or $113,610 at 6%. |
| JEFFREY D. COE, M.D. CASH BALANCE PLAN | - | 5 | $77,838 | $77,838 | $15,568iApproximate average salary by contribution assumption: employee only about $389,190 at 4% or $259,460 at 6%; with 50% employer match about $259,460 at 4% or $172,973 at 6%; with 100% employer match about $194,595 at 4% or $129,730 at 6%. |
| 2003 | 2 | 3 | $571,710 | $56,974 | $18,991iApproximate average salary by contribution assumption: employee only about $474,783 at 4% or $316,522 at 6%; with 50% employer match about $316,522 at 4% or $211,015 at 6%; with 100% employer match about $237,392 at 4% or $158,261 at 6%. |
| JEFFREY D. COE, M.D. 401K PROFIT SHARING PLAN | - | 3 | $571,710 | $56,974 | $18,991iApproximate average salary by contribution assumption: employee only about $474,783 at 4% or $316,522 at 6%; with 50% employer match about $316,522 at 4% or $211,015 at 6%; with 100% employer match about $237,392 at 4% or $158,261 at 6%. |
| Jeffrey D. Coe, M.D. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 1 | $356,483 | $50,908 | $50,908iApproximate average salary by contribution assumption: employee only about $1,272,700 at 4% or $848,467 at 6%; with 50% employer match about $848,467 at 4% or $565,644 at 6%; with 100% employer match about $636,350 at 4% or $424,233 at 6%. |
| Jeffrey D. Coe, M.D. Profit Sharing Plan | - | 1 | $356,483 | $50,908 | $50,908iApproximate average salary by contribution assumption: employee only about $1,272,700 at 4% or $848,467 at 6%; with 50% employer match about $848,467 at 4% or $565,644 at 6%; with 100% employer match about $636,350 at 4% or $424,233 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Jeffrey D. Coe, M.D. Profit Sharing Plan | - | 3 | - | - | - |
| Jeffrey D. Coe, M.D. Money Purchase Plan | - | 0 | - | - | - |
| 2000 | 2 | 1 | $218,429 | $21,500 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Jeffrey D. Coe, M.D. Profit Sharing Plan | - | 1 | $218,429 | $21,500 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Jeffrey D. Coe, M.D. Money Purchase Plan | - | 1 | - | - | - |
| 1999 | 2 | 3 | $259,778 | $35,040 | $11,680iApproximate average salary by contribution assumption: employee only about $292,000 at 4% or $194,667 at 6%; with 50% employer match about $194,667 at 4% or $129,778 at 6%; with 100% employer match about $146,000 at 4% or $97,333 at 6%. |
| Jeffrey D. Coe, M.D. Profit Sharing Plan | - | 3 | $193,988 | $24,812 | $8,271iApproximate average salary by contribution assumption: employee only about $206,767 at 4% or $137,844 at 6%; with 50% employer match about $137,844 at 4% or $91,896 at 6%; with 100% employer match about $103,383 at 4% or $68,922 at 6%. |
| Jeffrey D. Coe, M.D. Money Purchase Plan | - | 3 | $65,790 | $10,228 | $3,409iApproximate average salary by contribution assumption: employee only about $85,233 at 4% or $56,822 at 6%; with 50% employer match about $56,822 at 4% or $37,881 at 6%; with 100% employer match about $42,617 at 4% or $28,411 at 6%. |