Julius L Zsigmond, M.D.
Plan context: Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust
EIN 94-2944892 • 18 filings • 12 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$496,444
2008 Contributions
$31,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $496,444 | $31,600 | $15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $496,444 | $31,600 | $15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%. |
| 2007 | 1 | 2 | $1,041,714 | $27,754 | $13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $1,041,714 | $27,754 | $13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%. |
| 2006 | 2 | 2 | $957,571 | $21,976 | $10,988iApproximate average salary by contribution assumption: employee only about $274,700 at 4% or $183,133 at 6%; with 50% employer match about $183,133 at 4% or $122,089 at 6%; with 100% employer match about $137,350 at 4% or $91,567 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $957,571 | $21,976 | $10,988iApproximate average salary by contribution assumption: employee only about $274,700 at 4% or $183,133 at 6%; with 50% employer match about $183,133 at 4% or $122,089 at 6%; with 100% employer match about $137,350 at 4% or $91,567 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2005 | 2 | 2 | $813,201 | $25,352 | $12,676iApproximate average salary by contribution assumption: employee only about $316,900 at 4% or $211,267 at 6%; with 50% employer match about $211,267 at 4% or $140,844 at 6%; with 100% employer match about $158,450 at 4% or $105,633 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $756,002 | $25,352 | $12,676iApproximate average salary by contribution assumption: employee only about $316,900 at 4% or $211,267 at 6%; with 50% employer match about $211,267 at 4% or $140,844 at 6%; with 100% employer match about $158,450 at 4% or $105,633 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $57,199 | - | - |
| 2004 | 2 | 2 | $719,907 | $25,250 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $519,388 | $25,250 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $200,519 | - | - |
| 2003 | 2 | 2 | $613,044 | $27,775 | $13,888iApproximate average salary by contribution assumption: employee only about $347,188 at 4% or $231,458 at 6%; with 50% employer match about $231,458 at 4% or $154,306 at 6%; with 100% employer match about $173,594 at 4% or $115,729 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $443,270 | $27,775 | $13,888iApproximate average salary by contribution assumption: employee only about $347,188 at 4% or $231,458 at 6%; with 50% employer match about $231,458 at 4% or $154,306 at 6%; with 100% employer match about $173,594 at 4% or $115,729 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $169,774 | - | - |
| 2002 | 2 | 2 | $496,191 | $26,525 | $13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $347,717 | $26,525 | $13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $148,474 | - | - |
| 2001 | 2 | 2 | $534,758 | $26,377 | $13,189iApproximate average salary by contribution assumption: employee only about $329,713 at 4% or $219,808 at 6%; with 50% employer match about $219,808 at 4% or $146,539 at 6%; with 100% employer match about $164,856 at 4% or $109,904 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $364,762 | $26,368 | $13,184iApproximate average salary by contribution assumption: employee only about $329,600 at 4% or $219,733 at 6%; with 50% employer match about $219,733 at 4% or $146,489 at 6%; with 100% employer match about $164,800 at 4% or $109,867 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $169,996 | $9 | $5iApproximate average salary by contribution assumption: employee only about $113 at 4% or $75 at 6%; with 50% employer match about $75 at 4% or $50 at 6%; with 100% employer match about $56 at 4% or $38 at 6%. |
| 2000 | 2 | 2 | $557,794 | $24,875 | $12,438iApproximate average salary by contribution assumption: employee only about $310,938 at 4% or $207,292 at 6%; with 50% employer match about $207,292 at 4% or $138,194 at 6%; with 100% employer match about $155,469 at 4% or $103,646 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $376,076 | $24,875 | $12,438iApproximate average salary by contribution assumption: employee only about $310,938 at 4% or $207,292 at 6%; with 50% employer match about $207,292 at 4% or $138,194 at 6%; with 100% employer match about $155,469 at 4% or $103,646 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $181,718 | - | - |
| 1999 | 2 | 2 | $555,868 | $24,738 | $12,369iApproximate average salary by contribution assumption: employee only about $309,225 at 4% or $206,150 at 6%; with 50% employer match about $206,150 at 4% or $137,433 at 6%; with 100% employer match about $154,613 at 4% or $103,075 at 6%. |
| Julius L. Zsigmond, M.D. Money Purchase Pension Plan and Trust | - | 2 | $361,830 | $24,738 | $12,369iApproximate average salary by contribution assumption: employee only about $309,225 at 4% or $206,150 at 6%; with 50% employer match about $206,150 at 4% or $137,433 at 6%; with 100% employer match about $154,613 at 4% or $103,075 at 6%. |
| Julius L Zsigmond, M.D. Profit Sharing Plan and Trust | - | 2 | $194,038 | - | - |