Stephen J. Halpern, M.D.
Plan context: Stephen J. Halpern, M.D. Retirement Plan & Trust
EIN 77-0418766 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
8
2004 Assets
$773,681
2004 Contributions
$68,845
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 8 | $773,681 | $68,845 | $8,606iApproximate average salary by contribution assumption: employee only about $215,141 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,714 at 6%. |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 8 | $773,681 | $68,845 | $8,606iApproximate average salary by contribution assumption: employee only about $215,141 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,714 at 6%. |
| 2003 | 1 | 10 | $655,002 | $79,194 | $7,919iApproximate average salary by contribution assumption: employee only about $197,985 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,993 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%. |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 10 | $655,002 | $79,194 | $7,919iApproximate average salary by contribution assumption: employee only about $197,985 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,993 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%. |
| 2002 | 1 | 9 | $503,627 | $59,914 | $6,657iApproximate average salary by contribution assumption: employee only about $166,428 at 4% or $110,952 at 6%; with 50% employer match about $110,952 at 4% or $73,968 at 6%; with 100% employer match about $83,214 at 4% or $55,476 at 6%. |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 9 | $503,627 | $59,914 | $6,657iApproximate average salary by contribution assumption: employee only about $166,428 at 4% or $110,952 at 6%; with 50% employer match about $110,952 at 4% or $73,968 at 6%; with 100% employer match about $83,214 at 4% or $55,476 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 8 | - | - | - |
| 2000 | 1 | 12 | $495,030 | $98,778 | $8,232iApproximate average salary by contribution assumption: employee only about $205,788 at 4% or $137,192 at 6%; with 50% employer match about $137,192 at 4% or $91,461 at 6%; with 100% employer match about $102,894 at 4% or $68,596 at 6%. |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 12 | $495,030 | $98,778 | $8,232iApproximate average salary by contribution assumption: employee only about $205,788 at 4% or $137,192 at 6%; with 50% employer match about $137,192 at 4% or $91,461 at 6%; with 100% employer match about $102,894 at 4% or $68,596 at 6%. |
| 1999 | 1 | 11 | $452,500 | $97,696 | $8,881iApproximate average salary by contribution assumption: employee only about $222,036 at 4% or $148,024 at 6%; with 50% employer match about $148,024 at 4% or $98,683 at 6%; with 100% employer match about $111,018 at 4% or $74,012 at 6%. |
| Stephen J. Halpern, M.D. Retirement Plan & Trust | - | 11 | $452,500 | $97,696 | $8,881iApproximate average salary by contribution assumption: employee only about $222,036 at 4% or $148,024 at 6%; with 50% employer match about $148,024 at 4% or $98,683 at 6%; with 100% employer match about $111,018 at 4% or $74,012 at 6%. |