Civic Intelligence

Richard M. Whalen, MD PC

Plan context: Richard M. Whalen, MD PC Profit Sharing Plan

EIN 83-0249620 • 14 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$2,044,353

2008 Contributions

$1,000

Historical Graphs

Total Assets Over Time

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

$2,044,353$1,022,177$0199920042006YearValue
$2,044,353Latest year 2006

Participants Over Time

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

530199920042007YearValue
1Latest year 2007

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
200810$0$0-
Richard M. Whalen, MD PC Profit Sharing Plan-0---
200711$0$0-
Richard M. Whalen, MD PC Profit Sharing Plan-1---
200611$2,044,353$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-1$2,044,353$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200512$1,966,061$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-2$1,966,061$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200425$1,775,867$52,379$10,476iApproximate average salary by contribution assumption: employee only about $261,895 at 4% or $174,597 at 6%; with 50% employer match about $174,597 at 4% or $116,398 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-5$1,775,867$52,379$10,476iApproximate average salary by contribution assumption: employee only about $261,895 at 4% or $174,597 at 6%; with 50% employer match about $174,597 at 4% or $116,398 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%.
Richard M. Whalen, MD PC Money Purchase Pension Plan-0---
200323$719,352$22,349$7,450iApproximate average salary by contribution assumption: employee only about $186,242 at 4% or $124,161 at 6%; with 50% employer match about $124,161 at 4% or $82,774 at 6%; with 100% employer match about $93,121 at 4% or $62,081 at 6%.
Richard M. Whalen, MD PC Money Purchase Pension Plan-3$719,352$22,349$7,450iApproximate average salary by contribution assumption: employee only about $186,242 at 4% or $124,161 at 6%; with 50% employer match about $124,161 at 4% or $82,774 at 6%; with 100% employer match about $93,121 at 4% or $62,081 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-3---
200124$0$0-
Richard M. Whalen, MD PC Profit Sharing Plan-4---
Richard M. Whalen, MD PC Money Purchase Pension Plan-4---
200024$550,426$37,221$9,305iApproximate average salary by contribution assumption: employee only about $232,631 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-4$550,426$37,221$9,305iApproximate average salary by contribution assumption: employee only about $232,631 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%.
Richard M. Whalen, MD PC Money Purchase Pension Plan-4---
199924$1,390,514$37,044$9,261iApproximate average salary by contribution assumption: employee only about $231,525 at 4% or $154,350 at 6%; with 50% employer match about $154,350 at 4% or $102,900 at 6%; with 100% employer match about $115,763 at 4% or $77,175 at 6%.
Richard M. Whalen, MD PC Money Purchase Pension Plan-4$815,743$18,200$4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%.
Richard M. Whalen, MD PC Profit Sharing Plan-4$574,771$18,844$4,711iApproximate average salary by contribution assumption: employee only about $117,775 at 4% or $78,517 at 6%; with 50% employer match about $78,517 at 4% or $52,344 at 6%; with 100% employer match about $58,888 at 4% or $39,258 at 6%.