Civic Intelligence

Howard Lee Finney, MD PC

Plan context: H. Lee Finney, MD PC Money Purchase Pension Plan and Trust

EIN 81-0430368 • 16 filings • 6 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$972,202

2006 Contributions

$25,790

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,054,950$527,475$0199920032005YearValue
$972,202Latest year 2005

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320199920012003YearValue
3Latest year 2003

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200620$0$0-
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-0---
H. Lee Finney, MD PC Profit Sharing Plan and Trust-0---
200520$972,202$0-
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-0$702,800--
H. Lee Finney, MD PC Profit Sharing Plan and Trust-0$269,402--
200420$1,054,950$25,790-
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-0$700,445$12,895-
H. Lee Finney, MD PC Profit Sharing Plan and Trust-0$354,505$12,895-
200323$981,461$46,785$15,595iApproximate average salary by contribution assumption: employee only about $389,875 at 4% or $259,917 at 6%; with 50% employer match about $259,917 at 4% or $173,278 at 6%; with 100% employer match about $194,938 at 4% or $129,958 at 6%.
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-3$648,373$31,190$10,397iApproximate average salary by contribution assumption: employee only about $259,917 at 4% or $173,278 at 6%; with 50% employer match about $173,278 at 4% or $115,519 at 6%; with 100% employer match about $129,958 at 4% or $86,639 at 6%.
H. Lee Finney, MD PC Profit Sharing Plan and Trust-3$333,088$15,595$5,198iApproximate average salary by contribution assumption: employee only about $129,958 at 4% or $86,639 at 6%; with 50% employer match about $86,639 at 4% or $57,759 at 6%; with 100% employer match about $64,979 at 4% or $43,319 at 6%.
200223$755,343$50,788$16,929iApproximate average salary by contribution assumption: employee only about $423,233 at 4% or $282,156 at 6%; with 50% employer match about $282,156 at 4% or $188,104 at 6%; with 100% employer match about $211,617 at 4% or $141,078 at 6%.
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-3$509,204$21,015$7,005iApproximate average salary by contribution assumption: employee only about $175,125 at 4% or $116,750 at 6%; with 50% employer match about $116,750 at 4% or $77,833 at 6%; with 100% employer match about $87,563 at 4% or $58,375 at 6%.
H. Lee Finney, MD PC Profit Sharing Plan and Trust-3$246,139$29,773$9,924iApproximate average salary by contribution assumption: employee only about $248,108 at 4% or $165,406 at 6%; with 50% employer match about $165,406 at 4% or $110,270 at 6%; with 100% employer match about $124,054 at 4% or $82,703 at 6%.
200123$0$0-
H. Lee Finney, MD PC Profit Sharing Plan and Trust-3---
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-3---
200023$913,214$53,625$17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%.
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-3$661,542$25,850$8,617iApproximate average salary by contribution assumption: employee only about $215,417 at 4% or $143,611 at 6%; with 50% employer match about $143,611 at 4% or $95,741 at 6%; with 100% employer match about $107,708 at 4% or $71,806 at 6%.
H. Lee Finney, MD PC Profit Sharing Plan and Trust-3$251,672$27,775$9,258iApproximate average salary by contribution assumption: employee only about $231,458 at 4% or $154,306 at 6%; with 50% employer match about $154,306 at 4% or $102,870 at 6%; with 100% employer match about $115,729 at 4% or $77,153 at 6%.
199923$1,021,743$39,263$13,088iApproximate average salary by contribution assumption: employee only about $327,192 at 4% or $218,128 at 6%; with 50% employer match about $218,128 at 4% or $145,419 at 6%; with 100% employer match about $163,596 at 4% or $109,064 at 6%.
H. Lee Finney, MD PC Money Purchase Pension Plan and Trust-3$789,665$18,505$6,168iApproximate average salary by contribution assumption: employee only about $154,208 at 4% or $102,806 at 6%; with 50% employer match about $102,806 at 4% or $68,537 at 6%; with 100% employer match about $77,104 at 4% or $51,403 at 6%.
H. Lee Finney, MD PC Profit Sharing Plan and Trust-3$232,078$20,758$6,919iApproximate average salary by contribution assumption: employee only about $172,983 at 4% or $115,322 at 6%; with 50% employer match about $115,322 at 4% or $76,881 at 6%; with 100% employer match about $86,492 at 4% or $57,661 at 6%.