Athena Phan, M.D.
Plan context: Athena Phan, M.D., Pension Plan
EIN 77-0367093 • Montgomery, AL • 17 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$2,972,251
2020 Contributions
$400,000
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 | - |
| Athena Phan, M.D., Pension Plan | - | 0 | - | - | - |
| 2019 | 1 | 2 | $2,972,251 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 2 | $2,972,251 | - | - |
| 2018 | 1 | 5 | $3,222,087 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 5 | $3,222,087 | - | - |
| 2017 | 1 | 6 | $3,228,435 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 6 | $3,228,435 | - | - |
| 2016 | 1 | 4 | $3,450,432 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 4 | $3,450,432 | - | - |
| 2015 | 1 | 3 | $3,215,222 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 3 | $3,215,222 | - | - |
| 2014 | 1 | 3 | $3,478,150 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 3 | $3,478,150 | - | - |
| 2013 | 1 | 3 | $2,718,737 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Athena Phan, M.D., Pension Plan | - | 3 | $2,718,737 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| 2012 | 1 | 3 | $2,733,670 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Athena Phan, M.D., Pension Plan | - | 3 | $2,733,670 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| 2011 | 1 | 2 | $2,337,347 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Athena Phan, M.D., Pension Plan | - | 2 | $2,337,347 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2010 | 1 | 2 | $1,714,251 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Athena Phan, M.D., Pension Plan | - | 2 | $1,714,251 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2009 | 2 | 2 | $1,825,149 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Athena Phan, M.D., Pension Plan | - | 2 | $1,825,149 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Athena Phan, M.D., Pension Plan | - | - | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $0 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 5 | - | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 5 | - | - | - |
| 2004 | 1 | 4 | $0 | $0 | - |
| Athena Phan, M.D., Pension Plan | - | 4 | - | - | - |