Civic Intelligence

Bertram J. Levy, M.D.

Plan context: Bertram J. Levy, M.D. Profit Sharing Plan

EIN 91-0956291 • 10 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$657,367

2005 Contributions

$48,938

Historical Graphs

Total Assets Over Time

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

$657,367$328,684$0199920022004YearValue
$657,367Latest year 2004

Participants Over Time

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

320199920022004YearValue
3Latest year 2004

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
200510$0$0-
Bertram J. Levy, M.D. Profit Sharing Plan-0---
200413$657,367$48,938$16,313iApproximate average salary by contribution assumption: employee only about $407,817 at 4% or $271,878 at 6%; with 50% employer match about $271,878 at 4% or $181,252 at 6%; with 100% employer match about $203,908 at 4% or $135,939 at 6%.
Bertram J. Levy, M.D. Profit Sharing Plan-3$657,367$48,938$16,313iApproximate average salary by contribution assumption: employee only about $407,817 at 4% or $271,878 at 6%; with 50% employer match about $271,878 at 4% or $181,252 at 6%; with 100% employer match about $203,908 at 4% or $135,939 at 6%.
200313$592,534$44,759$14,920iApproximate average salary by contribution assumption: employee only about $372,992 at 4% or $248,661 at 6%; with 50% employer match about $248,661 at 4% or $165,774 at 6%; with 100% employer match about $186,496 at 4% or $124,331 at 6%.
Bertram J. Levy, M.D. Profit Sharing Plan-3$592,534$44,759$14,920iApproximate average salary by contribution assumption: employee only about $372,992 at 4% or $248,661 at 6%; with 50% employer match about $248,661 at 4% or $165,774 at 6%; with 100% employer match about $186,496 at 4% or $124,331 at 6%.
200213$474,093$43,035$14,345iApproximate average salary by contribution assumption: employee only about $358,625 at 4% or $239,083 at 6%; with 50% employer match about $239,083 at 4% or $159,389 at 6%; with 100% employer match about $179,313 at 4% or $119,542 at 6%.
Bertram J. Levy, M.D. Profit Sharing Plan-3$474,093$43,035$14,345iApproximate average salary by contribution assumption: employee only about $358,625 at 4% or $239,083 at 6%; with 50% employer match about $239,083 at 4% or $159,389 at 6%; with 100% employer match about $179,313 at 4% or $119,542 at 6%.
200123$0$0-
Bertram J. Levy, M.D. Profit Sharing Plan-3---
Bertram J. Levy, M.D. Money Purchase Pension Plan-0---
200023$499,235$39,410$13,137iApproximate average salary by contribution assumption: employee only about $328,417 at 4% or $218,944 at 6%; with 50% employer match about $218,944 at 4% or $145,963 at 6%; with 100% employer match about $164,208 at 4% or $109,472 at 6%.
Bertram J. Levy, M.D. Money Purchase Pension Plan-3$269,714$14,427$4,809iApproximate average salary by contribution assumption: employee only about $120,225 at 4% or $80,150 at 6%; with 50% employer match about $80,150 at 4% or $53,433 at 6%; with 100% employer match about $60,113 at 4% or $40,075 at 6%.
Bertram J. Levy, M.D. Profit Sharing Plan-3$229,521$24,983$8,328iApproximate average salary by contribution assumption: employee only about $208,192 at 4% or $138,794 at 6%; with 50% employer match about $138,794 at 4% or $92,530 at 6%; with 100% employer match about $104,096 at 4% or $69,397 at 6%.
199923$499,034$39,204$13,068iApproximate average salary by contribution assumption: employee only about $326,700 at 4% or $217,800 at 6%; with 50% employer match about $217,800 at 4% or $145,200 at 6%; with 100% employer match about $163,350 at 4% or $108,900 at 6%.
Bertram J. Levy, M.D. Money Purchase Pension Plan-3$277,179$18,939$6,313iApproximate average salary by contribution assumption: employee only about $157,825 at 4% or $105,217 at 6%; with 50% employer match about $105,217 at 4% or $70,144 at 6%; with 100% employer match about $78,913 at 4% or $52,608 at 6%.
Bertram J. Levy, M.D. Profit Sharing Plan-3$221,855$20,265$6,755iApproximate average salary by contribution assumption: employee only about $168,875 at 4% or $112,583 at 6%; with 50% employer match about $112,583 at 4% or $75,056 at 6%; with 100% employer match about $84,438 at 4% or $56,292 at 6%.