Civic Intelligence

Lowell M. Anderson M.D.

Plan context: LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN

EIN 81-0430923 • Bozeman, MT • 21 filings • 2 plans

1165 N 14th StSuite 4, Office ABozeman, MT 59715
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$3,543,579

2019 Contributions

$56,000

Historical Graphs

Total Assets Over Time

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

$3,543,579$1,771,790$0199920102019YearValue
$3,543,579Latest year 2019

Participants Over Time

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

320199920092018YearValue
1Latest year 2018

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
201910$3,543,579$56,000-
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-0$3,543,579$56,000-
201811$2,795,601$55,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-1$2,795,601$55,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201712$2,937,154$38,781$19,391iApproximate average salary by contribution assumption: employee only about $484,763 at 4% or $323,175 at 6%; with 50% employer match about $323,175 at 4% or $215,450 at 6%; with 100% employer match about $242,381 at 4% or $161,588 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-2$2,937,154$38,781$19,391iApproximate average salary by contribution assumption: employee only about $484,763 at 4% or $323,175 at 6%; with 50% employer match about $323,175 at 4% or $215,450 at 6%; with 100% employer match about $242,381 at 4% or $161,588 at 6%.
201611$2,459,073$28,253$28,253iApproximate average salary by contribution assumption: employee only about $706,325 at 4% or $470,883 at 6%; with 50% employer match about $470,883 at 4% or $313,922 at 6%; with 100% employer match about $353,163 at 4% or $235,442 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-1$2,459,073$28,253$28,253iApproximate average salary by contribution assumption: employee only about $706,325 at 4% or $470,883 at 6%; with 50% employer match about $470,883 at 4% or $313,922 at 6%; with 100% employer match about $353,163 at 4% or $235,442 at 6%.
201512$2,294,206$44,837$22,419iApproximate average salary by contribution assumption: employee only about $560,463 at 4% or $373,642 at 6%; with 50% employer match about $373,642 at 4% or $249,094 at 6%; with 100% employer match about $280,231 at 4% or $186,821 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-2$2,294,206$44,837$22,419iApproximate average salary by contribution assumption: employee only about $560,463 at 4% or $373,642 at 6%; with 50% employer match about $373,642 at 4% or $249,094 at 6%; with 100% employer match about $280,231 at 4% or $186,821 at 6%.
201412$2,199,856$48,381$24,191iApproximate average salary by contribution assumption: employee only about $604,763 at 4% or $403,175 at 6%; with 50% employer match about $403,175 at 4% or $268,783 at 6%; with 100% employer match about $302,381 at 4% or $201,588 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-2$2,199,856$48,381$24,191iApproximate average salary by contribution assumption: employee only about $604,763 at 4% or $403,175 at 6%; with 50% employer match about $403,175 at 4% or $268,783 at 6%; with 100% employer match about $302,381 at 4% or $201,588 at 6%.
201312$2,030,379$51,444$25,722iApproximate average salary by contribution assumption: employee only about $643,050 at 4% or $428,700 at 6%; with 50% employer match about $428,700 at 4% or $285,800 at 6%; with 100% employer match about $321,525 at 4% or $214,350 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-2$2,030,379$51,444$25,722iApproximate average salary by contribution assumption: employee only about $643,050 at 4% or $428,700 at 6%; with 50% employer match about $428,700 at 4% or $285,800 at 6%; with 100% employer match about $321,525 at 4% or $214,350 at 6%.
201212$1,606,021$47,312$23,656iApproximate average salary by contribution assumption: employee only about $591,400 at 4% or $394,267 at 6%; with 50% employer match about $394,267 at 4% or $262,844 at 6%; with 100% employer match about $295,700 at 4% or $197,133 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-2$1,606,021$47,312$23,656iApproximate average salary by contribution assumption: employee only about $591,400 at 4% or $394,267 at 6%; with 50% employer match about $394,267 at 4% or $262,844 at 6%; with 100% employer match about $295,700 at 4% or $197,133 at 6%.
201113$1,540,811$54,740$18,247iApproximate average salary by contribution assumption: employee only about $456,167 at 4% or $304,111 at 6%; with 50% employer match about $304,111 at 4% or $202,741 at 6%; with 100% employer match about $228,083 at 4% or $152,056 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-3$1,540,811$54,740$18,247iApproximate average salary by contribution assumption: employee only about $456,167 at 4% or $304,111 at 6%; with 50% employer match about $304,111 at 4% or $202,741 at 6%; with 100% employer match about $228,083 at 4% or $152,056 at 6%.
201023$1,703,164$56,999$19,000iApproximate average salary by contribution assumption: employee only about $474,992 at 4% or $316,661 at 6%; with 50% employer match about $316,661 at 4% or $211,107 at 6%; with 100% employer match about $237,496 at 4% or $158,331 at 6%.
LOWELL M. ANDERSON M.D. PROFIT SHARING PLAN-3$1,703,164$56,999$19,000iApproximate average salary by contribution assumption: employee only about $474,992 at 4% or $316,661 at 6%; with 50% employer match about $316,661 at 4% or $211,107 at 6%; with 100% employer match about $237,496 at 4% or $158,331 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-0$0--
200913$1,372,047$47,250$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,372,047$47,250$15,750iApproximate average salary by contribution assumption: employee only about $393,750 at 4% or $262,500 at 6%; with 50% employer match about $262,500 at 4% or $175,000 at 6%; with 100% employer match about $196,875 at 4% or $131,250 at 6%.
200813$1,051,691$31,443$10,481iApproximate average salary by contribution assumption: employee only about $262,025 at 4% or $174,683 at 6%; with 50% employer match about $174,683 at 4% or $116,456 at 6%; with 100% employer match about $131,013 at 4% or $87,342 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,051,691$31,443$10,481iApproximate average salary by contribution assumption: employee only about $262,025 at 4% or $174,683 at 6%; with 50% employer match about $174,683 at 4% or $116,456 at 6%; with 100% employer match about $131,013 at 4% or $87,342 at 6%.
200713$0$0-
Lowell M. Anderson MD Money Purchase Retirement Plan-3---
200613$1,503,621$48,611$16,204iApproximate average salary by contribution assumption: employee only about $405,092 at 4% or $270,061 at 6%; with 50% employer match about $270,061 at 4% or $180,041 at 6%; with 100% employer match about $202,546 at 4% or $135,031 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,503,621$48,611$16,204iApproximate average salary by contribution assumption: employee only about $405,092 at 4% or $270,061 at 6%; with 50% employer match about $270,061 at 4% or $180,041 at 6%; with 100% employer match about $202,546 at 4% or $135,031 at 6%.
200513$1,270,023$49,892$16,631iApproximate average salary by contribution assumption: employee only about $415,767 at 4% or $277,178 at 6%; with 50% employer match about $277,178 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,270,023$49,892$16,631iApproximate average salary by contribution assumption: employee only about $415,767 at 4% or $277,178 at 6%; with 50% employer match about $277,178 at 4% or $184,785 at 6%; with 100% employer match about $207,883 at 4% or $138,589 at 6%.
200413$1,133,723$48,744$16,248iApproximate average salary by contribution assumption: employee only about $406,200 at 4% or $270,800 at 6%; with 50% employer match about $270,800 at 4% or $180,533 at 6%; with 100% employer match about $203,100 at 4% or $135,400 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,133,723$48,744$16,248iApproximate average salary by contribution assumption: employee only about $406,200 at 4% or $270,800 at 6%; with 50% employer match about $270,800 at 4% or $180,533 at 6%; with 100% employer match about $203,100 at 4% or $135,400 at 6%.
200313$991,777$47,585$15,862iApproximate average salary by contribution assumption: employee only about $396,542 at 4% or $264,361 at 6%; with 50% employer match about $264,361 at 4% or $176,241 at 6%; with 100% employer match about $198,271 at 4% or $132,181 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$991,777$47,585$15,862iApproximate average salary by contribution assumption: employee only about $396,542 at 4% or $264,361 at 6%; with 50% employer match about $264,361 at 4% or $176,241 at 6%; with 100% employer match about $198,271 at 4% or $132,181 at 6%.
200213$751,770$47,275$15,758iApproximate average salary by contribution assumption: employee only about $393,958 at 4% or $262,639 at 6%; with 50% employer match about $262,639 at 4% or $175,093 at 6%; with 100% employer match about $196,979 at 4% or $131,319 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$751,770$47,275$15,758iApproximate average salary by contribution assumption: employee only about $393,958 at 4% or $262,639 at 6%; with 50% employer match about $262,639 at 4% or $175,093 at 6%; with 100% employer match about $196,979 at 4% or $131,319 at 6%.
200113$872,505$40,260$13,420iApproximate average salary by contribution assumption: employee only about $335,500 at 4% or $223,667 at 6%; with 50% employer match about $223,667 at 4% or $149,111 at 6%; with 100% employer match about $167,750 at 4% or $111,833 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$872,505$40,260$13,420iApproximate average salary by contribution assumption: employee only about $335,500 at 4% or $223,667 at 6%; with 50% employer match about $223,667 at 4% or $149,111 at 6%; with 100% employer match about $167,750 at 4% or $111,833 at 6%.
199913$1,043,048$40,097$13,366iApproximate average salary by contribution assumption: employee only about $334,142 at 4% or $222,761 at 6%; with 50% employer match about $222,761 at 4% or $148,507 at 6%; with 100% employer match about $167,071 at 4% or $111,381 at 6%.
Lowell M. Anderson MD Money Purchase Retirement Plan-3$1,043,048$40,097$13,366iApproximate average salary by contribution assumption: employee only about $334,142 at 4% or $222,761 at 6%; with 50% employer match about $222,761 at 4% or $148,507 at 6%; with 100% employer match about $167,071 at 4% or $111,381 at 6%.