Civic Intelligence

Michael J Geitz

Plan context: Michael J Geitz MD Self Employed Retirement Trust Plan

EIN 92-0100457 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$947,919

2007 Contributions

$41,314

Historical Graphs

Total Assets Over Time

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

$947,919$473,960$0199920032006YearValue
$947,919Latest year 2006

Participants Over Time

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

210199920032006YearValue
1Latest year 2006

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-
Michael J Geitz MD Self Employed Retirement Trust Plan-0---
200611$947,919$41,314$41,314iApproximate average salary by contribution assumption: employee only about $1,032,850 at 4% or $688,567 at 6%; with 50% employer match about $688,567 at 4% or $459,044 at 6%; with 100% employer match about $516,425 at 4% or $344,283 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-1$947,919$41,314$41,314iApproximate average salary by contribution assumption: employee only about $1,032,850 at 4% or $688,567 at 6%; with 50% employer match about $688,567 at 4% or $459,044 at 6%; with 100% employer match about $516,425 at 4% or $344,283 at 6%.
200512$837,780$36,100$18,050iApproximate average salary by contribution assumption: employee only about $451,250 at 4% or $300,833 at 6%; with 50% employer match about $300,833 at 4% or $200,556 at 6%; with 100% employer match about $225,625 at 4% or $150,417 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-2$837,780$36,100$18,050iApproximate average salary by contribution assumption: employee only about $451,250 at 4% or $300,833 at 6%; with 50% employer match about $300,833 at 4% or $200,556 at 6%; with 100% employer match about $225,625 at 4% or $150,417 at 6%.
200411$767,746$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-1$767,746$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$671,970$34,788$17,394iApproximate average salary by contribution assumption: employee only about $434,850 at 4% or $289,900 at 6%; with 50% employer match about $289,900 at 4% or $193,267 at 6%; with 100% employer match about $217,425 at 4% or $144,950 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-2$671,970$34,788$17,394iApproximate average salary by contribution assumption: employee only about $434,850 at 4% or $289,900 at 6%; with 50% employer match about $289,900 at 4% or $193,267 at 6%; with 100% employer match about $217,425 at 4% or $144,950 at 6%.
200212$524,150$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-2$524,150$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200112$0$0-
Michael J Geitz MD Self Employed Retirement Trust Plan-2---
200012$631,147$25,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-2$631,147$25,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
199912$698,032$28,114$14,057iApproximate average salary by contribution assumption: employee only about $351,425 at 4% or $234,283 at 6%; with 50% employer match about $234,283 at 4% or $156,189 at 6%; with 100% employer match about $175,713 at 4% or $117,142 at 6%.
Michael J Geitz MD Self Employed Retirement Trust Plan-2$698,032$28,114$14,057iApproximate average salary by contribution assumption: employee only about $351,425 at 4% or $234,283 at 6%; with 50% employer match about $234,283 at 4% or $156,189 at 6%; with 100% employer match about $175,713 at 4% or $117,142 at 6%.