Civic Intelligence

Rene P Pena, M.D.

Plan context: Rene P Pena, M.D. Money Purchase Pension Plan & Trust

EIN 88-0299973 • 11 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$164,121

2004 Contributions

$13,393

Historical Graphs

Total Assets Over Time

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

$445,536$222,768$019992000YearValue
$164,121Latest year 2000

Participants Over Time

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

210199920012003YearValue
1Latest 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
200410$0$0-
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-0---
200321$0$0-
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-1---
Rene P. Pena, M.D. Profit Sharing Plan & Trust-0---
200222$0$0-
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-2---
Rene P. Pena, M.D. Profit Sharing Plan & Trust-2---
200121$0$0-
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-1---
Rene P. Pena, M.D. Profit Sharing Plan & Trust-1---
200021$164,121$13,393$13,393iApproximate average salary by contribution assumption: employee only about $334,825 at 4% or $223,217 at 6%; with 50% employer match about $223,217 at 4% or $148,811 at 6%; with 100% employer match about $167,413 at 4% or $111,608 at 6%.
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-1$164,121$13,393$13,393iApproximate average salary by contribution assumption: employee only about $334,825 at 4% or $223,217 at 6%; with 50% employer match about $223,217 at 4% or $148,811 at 6%; with 100% employer match about $167,413 at 4% or $111,608 at 6%.
Rene P. Pena, M.D. Profit Sharing Plan & Trust-1---
199921$445,536$10,431$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
Rene P Pena, M.D. Money Purchase Pension Plan & Trust-1$223,018$10,431$10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%.
Rene P. Pena, M.D. Profit Sharing Plan & Trust-1$222,518--