Civic Intelligence

J Wendall Robison MD

Plan context: J Wendall Robison MD Money Purchase Pension Plan and Trust

EIN 85-0305120 • Albuquerque, NM • 11 filings • 7 plans

5601 Planeta CTAlbuquerque, NM 87111
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$1,617,904

2009 Contributions

$27,457

Historical Graphs

Total Assets Over Time

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

$1,820,849$910,425$0199920032008YearValue
$1,617,904Latest year 2008

Participants Over Time

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

210199920042008YearValue
2Latest year 2008

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
200910$0$0-
J Wendall Robison MD Money Purchase Pension Plan and Trust-0---
200812$1,617,904$27,457$13,729iApproximate average salary by contribution assumption: employee only about $343,213 at 4% or $228,808 at 6%; with 50% employer match about $228,808 at 4% or $152,539 at 6%; with 100% employer match about $171,606 at 4% or $114,404 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,617,904$27,457$13,729iApproximate average salary by contribution assumption: employee only about $343,213 at 4% or $228,808 at 6%; with 50% employer match about $228,808 at 4% or $152,539 at 6%; with 100% employer match about $171,606 at 4% or $114,404 at 6%.
200712$0$0-
J Wendall Robison MD Money Purchase Pension Plan and Trust-2---
200612$1,820,849$42,656$21,328iApproximate average salary by contribution assumption: employee only about $533,200 at 4% or $355,467 at 6%; with 50% employer match about $355,467 at 4% or $236,978 at 6%; with 100% employer match about $266,600 at 4% or $177,733 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,820,849$42,656$21,328iApproximate average salary by contribution assumption: employee only about $533,200 at 4% or $355,467 at 6%; with 50% employer match about $355,467 at 4% or $236,978 at 6%; with 100% employer match about $266,600 at 4% or $177,733 at 6%.
200512$1,580,415$42,814$21,407iApproximate average salary by contribution assumption: employee only about $535,175 at 4% or $356,783 at 6%; with 50% employer match about $356,783 at 4% or $237,856 at 6%; with 100% employer match about $267,588 at 4% or $178,392 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,580,415$42,814$21,407iApproximate average salary by contribution assumption: employee only about $535,175 at 4% or $356,783 at 6%; with 50% employer match about $356,783 at 4% or $237,856 at 6%; with 100% employer match about $267,588 at 4% or $178,392 at 6%.
200412$1,443,333$43,548$21,774iApproximate average salary by contribution assumption: employee only about $544,350 at 4% or $362,900 at 6%; with 50% employer match about $362,900 at 4% or $241,933 at 6%; with 100% employer match about $272,175 at 4% or $181,450 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,443,333$43,548$21,774iApproximate average salary by contribution assumption: employee only about $544,350 at 4% or $362,900 at 6%; with 50% employer match about $362,900 at 4% or $241,933 at 6%; with 100% employer match about $272,175 at 4% or $181,450 at 6%.
200312$1,309,562$55,116$27,558iApproximate average salary by contribution assumption: employee only about $688,950 at 4% or $459,300 at 6%; with 50% employer match about $459,300 at 4% or $306,200 at 6%; with 100% employer match about $344,475 at 4% or $229,650 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,309,562$55,116$27,558iApproximate average salary by contribution assumption: employee only about $688,950 at 4% or $459,300 at 6%; with 50% employer match about $459,300 at 4% or $306,200 at 6%; with 100% employer match about $344,475 at 4% or $229,650 at 6%.
200212$1,107,892$36,797$18,399iApproximate average salary by contribution assumption: employee only about $459,963 at 4% or $306,642 at 6%; with 50% employer match about $306,642 at 4% or $204,428 at 6%; with 100% employer match about $229,981 at 4% or $153,321 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,107,892$36,797$18,399iApproximate average salary by contribution assumption: employee only about $459,963 at 4% or $306,642 at 6%; with 50% employer match about $306,642 at 4% or $204,428 at 6%; with 100% employer match about $229,981 at 4% or $153,321 at 6%.
200112$1,165,772$40,701$20,351iApproximate average salary by contribution assumption: employee only about $508,763 at 4% or $339,175 at 6%; with 50% employer match about $339,175 at 4% or $226,117 at 6%; with 100% employer match about $254,381 at 4% or $169,588 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,165,772$40,701$20,351iApproximate average salary by contribution assumption: employee only about $508,763 at 4% or $339,175 at 6%; with 50% employer match about $339,175 at 4% or $226,117 at 6%; with 100% employer match about $254,381 at 4% or $169,588 at 6%.
200012$1,207,571$35,319$17,660iApproximate average salary by contribution assumption: employee only about $441,488 at 4% or $294,325 at 6%; with 50% employer match about $294,325 at 4% or $196,217 at 6%; with 100% employer match about $220,744 at 4% or $147,163 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,207,571$35,319$17,660iApproximate average salary by contribution assumption: employee only about $441,488 at 4% or $294,325 at 6%; with 50% employer match about $294,325 at 4% or $196,217 at 6%; with 100% employer match about $220,744 at 4% or $147,163 at 6%.
199912$1,204,882$33,974$16,987iApproximate average salary by contribution assumption: employee only about $424,675 at 4% or $283,117 at 6%; with 50% employer match about $283,117 at 4% or $188,744 at 6%; with 100% employer match about $212,338 at 4% or $141,558 at 6%.
J Wendall Robison MD Money Purchase Pension Plan and Trust-2$1,204,882$33,974$16,987iApproximate average salary by contribution assumption: employee only about $424,675 at 4% or $283,117 at 6%; with 50% employer match about $283,117 at 4% or $188,744 at 6%; with 100% employer match about $212,338 at 4% or $141,558 at 6%.
J Wendall Robison MD | EIN 85-0305120 | 2009 Form 5500 Company Profile