Civic Intelligence

Richard D. Zumwalt, M.D.

Plan context: Richard D. Zumwalt, M.D. Money Purchase Plan

EIN 94-2882290 • Paradise, CA • 18 filings • 4 plans

6283 Clark Road # 9Paradise, CA 95969
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$2,956,190

2014 Contributions

$54,314

Historical Graphs

Total Assets Over Time

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

$2,956,190$1,478,095$0199920072013YearValue
$2,956,190Latest year 2013

Participants Over Time

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

320199920072013YearValue
2Latest 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
201410$0$0-
Richard D. Zumwalt, M.D. Money Purchase Plan-0$0$0-
201312$2,956,190$54,314$27,157iApproximate average salary by contribution assumption: employee only about $678,925 at 4% or $452,617 at 6%; with 50% employer match about $452,617 at 4% or $301,744 at 6%; with 100% employer match about $339,463 at 4% or $226,308 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$2,956,190$54,314$27,157iApproximate average salary by contribution assumption: employee only about $678,925 at 4% or $452,617 at 6%; with 50% employer match about $452,617 at 4% or $301,744 at 6%; with 100% employer match about $339,463 at 4% or $226,308 at 6%.
201212$2,354,957$54,577$27,289iApproximate average salary by contribution assumption: employee only about $682,213 at 4% or $454,808 at 6%; with 50% employer match about $454,808 at 4% or $303,206 at 6%; with 100% employer match about $341,106 at 4% or $227,404 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$2,354,957$54,577$27,289iApproximate average salary by contribution assumption: employee only about $682,213 at 4% or $454,808 at 6%; with 50% employer match about $454,808 at 4% or $303,206 at 6%; with 100% employer match about $341,106 at 4% or $227,404 at 6%.
201112$1,972,703$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$1,972,703$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201012$2,122,377$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$2,122,377$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200912$1,865,380$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$1,865,380$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200811$1,359,889$50,145$50,145iApproximate average salary by contribution assumption: employee only about $1,253,625 at 4% or $835,750 at 6%; with 50% employer match about $835,750 at 4% or $557,167 at 6%; with 100% employer match about $626,813 at 4% or $417,875 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-1$1,359,889$50,145$50,145iApproximate average salary by contribution assumption: employee only about $1,253,625 at 4% or $835,750 at 6%; with 50% employer match about $835,750 at 4% or $557,167 at 6%; with 100% employer match about $626,813 at 4% or $417,875 at 6%.
200712$2,162,855$50,198$25,099iApproximate average salary by contribution assumption: employee only about $627,475 at 4% or $418,317 at 6%; with 50% employer match about $418,317 at 4% or $278,878 at 6%; with 100% employer match about $313,738 at 4% or $209,158 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$2,162,855$50,198$25,099iApproximate average salary by contribution assumption: employee only about $627,475 at 4% or $418,317 at 6%; with 50% employer match about $418,317 at 4% or $278,878 at 6%; with 100% employer match about $313,738 at 4% or $209,158 at 6%.
200612$1,896,440$47,132$23,566iApproximate average salary by contribution assumption: employee only about $589,150 at 4% or $392,767 at 6%; with 50% employer match about $392,767 at 4% or $261,844 at 6%; with 100% employer match about $294,575 at 4% or $196,383 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$1,896,440$47,132$23,566iApproximate average salary by contribution assumption: employee only about $589,150 at 4% or $392,767 at 6%; with 50% employer match about $392,767 at 4% or $261,844 at 6%; with 100% employer match about $294,575 at 4% or $196,383 at 6%.
200512$1,600,815$45,160$22,580iApproximate average salary by contribution assumption: employee only about $564,500 at 4% or $376,333 at 6%; with 50% employer match about $376,333 at 4% or $250,889 at 6%; with 100% employer match about $282,250 at 4% or $188,167 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$1,600,815$45,160$22,580iApproximate average salary by contribution assumption: employee only about $564,500 at 4% or $376,333 at 6%; with 50% employer match about $376,333 at 4% or $250,889 at 6%; with 100% employer match about $282,250 at 4% or $188,167 at 6%.
200411$1,472,371$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%.
Richard D. Zumwalt, M.D. Money Purchase Plan-1$1,472,371$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%.
200311$1,322,252$40,238$40,238iApproximate average salary by contribution assumption: employee only about $1,005,950 at 4% or $670,633 at 6%; with 50% employer match about $670,633 at 4% or $447,089 at 6%; with 100% employer match about $502,975 at 4% or $335,317 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-1$1,322,252$40,238$40,238iApproximate average salary by contribution assumption: employee only about $1,005,950 at 4% or $670,633 at 6%; with 50% employer match about $670,633 at 4% or $447,089 at 6%; with 100% employer match about $502,975 at 4% or $335,317 at 6%.
200212$1,117,191$43,677$21,839iApproximate average salary by contribution assumption: employee only about $545,963 at 4% or $363,975 at 6%; with 50% employer match about $363,975 at 4% or $242,650 at 6%; with 100% employer match about $272,981 at 4% or $181,988 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-2$1,117,191$43,677$21,839iApproximate average salary by contribution assumption: employee only about $545,963 at 4% or $363,975 at 6%; with 50% employer match about $363,975 at 4% or $242,650 at 6%; with 100% employer match about $272,981 at 4% or $181,988 at 6%.
200110$0$0-
Richard D. Zumwalt, M.D. Money Purchase Plan-0---
200023$1,240,907$35,319$11,773iApproximate average salary by contribution assumption: employee only about $294,325 at 4% or $196,217 at 6%; with 50% employer match about $196,217 at 4% or $130,811 at 6%; with 100% employer match about $147,163 at 4% or $98,108 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-3$1,240,907$35,319$11,773iApproximate average salary by contribution assumption: employee only about $294,325 at 4% or $196,217 at 6%; with 50% employer match about $196,217 at 4% or $130,811 at 6%; with 100% employer match about $147,163 at 4% or $98,108 at 6%.
Richard D. Zumwalt, M.D. Profit Sharing Plan-0---
199923$1,228,297$34,350$11,450iApproximate average salary by contribution assumption: employee only about $286,250 at 4% or $190,833 at 6%; with 50% employer match about $190,833 at 4% or $127,222 at 6%; with 100% employer match about $143,125 at 4% or $95,417 at 6%.
Richard D. Zumwalt, M.D. Money Purchase Plan-3$692,998$25,019$8,340iApproximate average salary by contribution assumption: employee only about $208,492 at 4% or $138,994 at 6%; with 50% employer match about $138,994 at 4% or $92,663 at 6%; with 100% employer match about $104,246 at 4% or $69,497 at 6%.
Richard D. Zumwalt, M.D. Profit Sharing Plan-3$535,299$9,331$3,110iApproximate average salary by contribution assumption: employee only about $77,758 at 4% or $51,839 at 6%; with 50% employer match about $51,839 at 4% or $34,559 at 6%; with 100% employer match about $38,879 at 4% or $25,919 at 6%.