Civic Intelligence

James W. Long, M.D. PC.

Plan context: JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN

EIN 93-0798480 • Portland, OR • 22 filings • 4 plans

2990 NW Verde Vista TerPortland, OR 97210-3356
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$1,875,648

2013 Contributions

$598,645

Historical Graphs

Total Assets Over Time

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

$3,883,928$1,941,964$0199920072013YearValue
$1,875,648Latest year 2013

Participants Over Time

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

1890199920062013YearValue
1Latest year 2013

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
201311$1,875,648$0-
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-1$1,875,648$0-
2012118$1,876,620$0-
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-18$1,876,620$0-
2011218$1,771,633$0-
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-18$1,771,633$0-
The James W. Long, M.D. PC. Profit Sharing Plan-0$0$0-
2010218$3,883,928$598,645$33,258iApproximate average salary by contribution assumption: employee only about $831,451 at 4% or $554,301 at 6%; with 50% employer match about $554,301 at 4% or $369,534 at 6%; with 100% employer match about $415,726 at 4% or $277,150 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-16$2,129,896$82,361$5,148iApproximate average salary by contribution assumption: employee only about $128,689 at 4% or $85,793 at 6%; with 50% employer match about $85,793 at 4% or $57,195 at 6%; with 100% employer match about $64,345 at 4% or $42,896 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-18$1,754,032$516,284$28,682iApproximate average salary by contribution assumption: employee only about $717,061 at 4% or $478,041 at 6%; with 50% employer match about $478,041 at 4% or $318,694 at 6%; with 100% employer match about $358,531 at 4% or $239,020 at 6%.
2009218$3,135,174$489,527$27,196iApproximate average salary by contribution assumption: employee only about $679,899 at 4% or $453,266 at 6%; with 50% employer match about $453,266 at 4% or $302,177 at 6%; with 100% employer match about $339,949 at 4% or $226,633 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-16$1,949,505$82,422$5,151iApproximate average salary by contribution assumption: employee only about $128,784 at 4% or $85,856 at 6%; with 50% employer match about $85,856 at 4% or $57,238 at 6%; with 100% employer match about $64,392 at 4% or $42,928 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PEN. PLAN-18$1,185,669$407,105$22,617iApproximate average salary by contribution assumption: employee only about $565,424 at 4% or $376,949 at 6%; with 50% employer match about $376,949 at 4% or $251,299 at 6%; with 100% employer match about $282,712 at 4% or $188,475 at 6%.
2008212$1,703,474$76,812$6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-12$1,703,474$76,812$6,401iApproximate average salary by contribution assumption: employee only about $160,025 at 4% or $106,683 at 6%; with 50% employer match about $106,683 at 4% or $71,122 at 6%; with 100% employer match about $80,013 at 4% or $53,342 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PLAN-12---
2007211$2,465,313$368,691$33,517iApproximate average salary by contribution assumption: employee only about $837,934 at 4% or $558,623 at 6%; with 50% employer match about $558,623 at 4% or $372,415 at 6%; with 100% employer match about $418,967 at 4% or $279,311 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-11$1,920,870$97,435$8,858iApproximate average salary by contribution assumption: employee only about $221,443 at 4% or $147,629 at 6%; with 50% employer match about $147,629 at 4% or $98,419 at 6%; with 100% employer match about $110,722 at 4% or $73,814 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-11$544,443$271,256$24,660iApproximate average salary by contribution assumption: employee only about $616,491 at 4% or $410,994 at 6%; with 50% employer match about $410,994 at 4% or $273,996 at 6%; with 100% employer match about $308,245 at 4% or $205,497 at 6%.
2006212$1,972,638$181,788$15,149iApproximate average salary by contribution assumption: employee only about $378,725 at 4% or $252,483 at 6%; with 50% employer match about $252,483 at 4% or $168,322 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-11$1,713,040$56,060$5,096iApproximate average salary by contribution assumption: employee only about $127,409 at 4% or $84,939 at 6%; with 50% employer match about $84,939 at 4% or $56,626 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-12$259,598$125,728$10,477iApproximate average salary by contribution assumption: employee only about $261,933 at 4% or $174,622 at 6%; with 50% employer match about $174,622 at 4% or $116,415 at 6%; with 100% employer match about $130,967 at 4% or $87,311 at 6%.
2005212$1,676,583$169,866$14,156iApproximate average salary by contribution assumption: employee only about $353,888 at 4% or $235,925 at 6%; with 50% employer match about $235,925 at 4% or $157,283 at 6%; with 100% employer match about $176,944 at 4% or $117,963 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-12$1,549,669$42,952$3,579iApproximate average salary by contribution assumption: employee only about $89,483 at 4% or $59,656 at 6%; with 50% employer match about $59,656 at 4% or $39,770 at 6%; with 100% employer match about $44,742 at 4% or $29,828 at 6%.
JAMES W. LONG, MD, PC CASH BALANCE PENSION PLAN-12$126,914$126,914$10,576iApproximate average salary by contribution assumption: employee only about $264,404 at 4% or $176,269 at 6%; with 50% employer match about $176,269 at 4% or $117,513 at 6%; with 100% employer match about $132,202 at 4% or $88,135 at 6%.
2004111$1,495,129$83,178$7,562iApproximate average salary by contribution assumption: employee only about $189,041 at 4% or $126,027 at 6%; with 50% employer match about $126,027 at 4% or $84,018 at 6%; with 100% employer match about $94,520 at 4% or $63,014 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-11$1,495,129$83,178$7,562iApproximate average salary by contribution assumption: employee only about $189,041 at 4% or $126,027 at 6%; with 50% employer match about $126,027 at 4% or $84,018 at 6%; with 100% employer match about $94,520 at 4% or $63,014 at 6%.
2003112$1,389,216$54,494$4,541iApproximate average salary by contribution assumption: employee only about $113,529 at 4% or $75,686 at 6%; with 50% employer match about $75,686 at 4% or $50,457 at 6%; with 100% employer match about $56,765 at 4% or $37,843 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-12$1,389,216$54,494$4,541iApproximate average salary by contribution assumption: employee only about $113,529 at 4% or $75,686 at 6%; with 50% employer match about $75,686 at 4% or $50,457 at 6%; with 100% employer match about $56,765 at 4% or $37,843 at 6%.
2002112$1,211,854$80,678$6,723iApproximate average salary by contribution assumption: employee only about $168,079 at 4% or $112,053 at 6%; with 50% employer match about $112,053 at 4% or $74,702 at 6%; with 100% employer match about $84,040 at 4% or $56,026 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-12$1,211,854$80,678$6,723iApproximate average salary by contribution assumption: employee only about $168,079 at 4% or $112,053 at 6%; with 50% employer match about $112,053 at 4% or $74,702 at 6%; with 100% employer match about $84,040 at 4% or $56,026 at 6%.
2001111$0$0-
The James W. Long, M.D. PC. Profit Sharing Plan-11---
200019$1,182,929$39,414$4,379iApproximate average salary by contribution assumption: employee only about $109,483 at 4% or $72,989 at 6%; with 50% employer match about $72,989 at 4% or $48,659 at 6%; with 100% employer match about $54,742 at 4% or $36,494 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-9$1,182,929$39,414$4,379iApproximate average salary by contribution assumption: employee only about $109,483 at 4% or $72,989 at 6%; with 50% employer match about $72,989 at 4% or $48,659 at 6%; with 100% employer match about $54,742 at 4% or $36,494 at 6%.
199918$1,245,521$37,011$4,626iApproximate average salary by contribution assumption: employee only about $115,659 at 4% or $77,106 at 6%; with 50% employer match about $77,106 at 4% or $51,404 at 6%; with 100% employer match about $57,830 at 4% or $38,553 at 6%.
The James W. Long, M.D. PC. Profit Sharing Plan-8$1,245,521$37,011$4,626iApproximate average salary by contribution assumption: employee only about $115,659 at 4% or $77,106 at 6%; with 50% employer match about $77,106 at 4% or $51,404 at 6%; with 100% employer match about $57,830 at 4% or $38,553 at 6%.