Civic Intelligence

John C. Oakley, M.D., P.S.

Plan context: John C. Oakley, M.D., P.S. Money Purchase Pension Plan

EIN 91-1572851 • 6 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$325,077

2007 Contributions

$44,000

Historical Graphs

Total Assets Over Time

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

$329,958$164,979$0200420052006YearValue
$325,077Latest year 2006

Participants Over Time

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

21020042005YearValue
2Latest year 2005

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
200710$0$0-
John C. Oakley, M.D., P.S. Money Purchase Pension Plan-0---
200620$325,077$44,000-
John C. Oakley, M.D., P.S. Money Purchase Pension Plan-0$325,077$44,000-
JOHN C OAKLEY, MD, PS WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II-0---
200522$329,958$127,923$63,962iApproximate average salary by contribution assumption: employee only about $1,599,038 at 4% or $1,066,025 at 6%; with 50% employer match about $1,066,025 at 4% or $710,683 at 6%; with 100% employer match about $799,519 at 4% or $533,013 at 6%.
John C. Oakley, M.D., P.S. Money Purchase Pension Plan-1$237,603$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
JOHN C OAKLEY, MD, PS WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II-2$92,355$85,923$42,962iApproximate average salary by contribution assumption: employee only about $1,074,038 at 4% or $716,025 at 6%; with 50% employer match about $716,025 at 4% or $477,350 at 6%; with 100% employer match about $537,019 at 4% or $358,013 at 6%.
200412$97,203$92,470$46,235iApproximate average salary by contribution assumption: employee only about $1,155,875 at 4% or $770,583 at 6%; with 50% employer match about $770,583 at 4% or $513,722 at 6%; with 100% employer match about $577,938 at 4% or $385,292 at 6%.
JOHN C OAKLEY, MD, PS WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST II-2$97,203$92,470$46,235iApproximate average salary by contribution assumption: employee only about $1,155,875 at 4% or $770,583 at 6%; with 50% employer match about $770,583 at 4% or $513,722 at 6%; with 100% employer match about $577,938 at 4% or $385,292 at 6%.