Civic Intelligence

James a. Halpern, M.D. Inc.

Plan context: James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust

EIN 94-2821320 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$614,099

2004 Contributions

$31,170

Historical Graphs

Total Assets Over Time

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

$1,571,535$785,768$0199920002003YearValue
$614,099Latest year 2003

Participants Over Time

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

320199920012003YearValue
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-
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-0---
200311$614,099$0-
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-1$614,099--
200212$0$0-
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-2---
200112$0$0-
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-2---
200012$837,624$31,170$15,585iApproximate average salary by contribution assumption: employee only about $389,625 at 4% or $259,750 at 6%; with 50% employer match about $259,750 at 4% or $173,167 at 6%; with 100% employer match about $194,813 at 4% or $129,875 at 6%.
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-2$837,624$31,170$15,585iApproximate average salary by contribution assumption: employee only about $389,625 at 4% or $259,750 at 6%; with 50% employer match about $259,750 at 4% or $173,167 at 6%; with 100% employer match about $194,813 at 4% or $129,875 at 6%.
199913$1,571,535$33,189$11,063iApproximate average salary by contribution assumption: employee only about $276,575 at 4% or $184,383 at 6%; with 50% employer match about $184,383 at 4% or $122,922 at 6%; with 100% employer match about $138,288 at 4% or $92,192 at 6%.
James a. Halpern, M.D. Inc. Profit Sharing Plan and Trust-3$1,571,535$33,189$11,063iApproximate average salary by contribution assumption: employee only about $276,575 at 4% or $184,383 at 6%; with 50% employer match about $184,383 at 4% or $122,922 at 6%; with 100% employer match about $138,288 at 4% or $92,192 at 6%.