Civic Intelligence

James L. Pertsch, M.D., a Sole Prop

Plan context: James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan

EIN 94-3068016 • 13 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

6

2007 Assets

$838,980

2007 Contributions

$56,725

Historical Graphs

Total Assets Over Time

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

$838,980$419,490$0199920042006YearValue
$838,980Latest year 2006

Participants Over Time

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

630199920032007YearValue
6Latest year 2007

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
200716$0$0-
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-6---
200614$838,980$56,725$14,181iApproximate average salary by contribution assumption: employee only about $354,531 at 4% or $236,354 at 6%; with 50% employer match about $236,354 at 4% or $157,569 at 6%; with 100% employer match about $177,266 at 4% or $118,177 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-4$838,980$56,725$14,181iApproximate average salary by contribution assumption: employee only about $354,531 at 4% or $236,354 at 6%; with 50% employer match about $236,354 at 4% or $157,569 at 6%; with 100% employer match about $177,266 at 4% or $118,177 at 6%.
200514$692,573$56,754$14,189iApproximate average salary by contribution assumption: employee only about $354,713 at 4% or $236,475 at 6%; with 50% employer match about $236,475 at 4% or $157,650 at 6%; with 100% employer match about $177,356 at 4% or $118,238 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-4$692,573$56,754$14,189iApproximate average salary by contribution assumption: employee only about $354,713 at 4% or $236,475 at 6%; with 50% employer match about $236,475 at 4% or $157,650 at 6%; with 100% employer match about $177,356 at 4% or $118,238 at 6%.
200412$580,607$38,093$19,047iApproximate average salary by contribution assumption: employee only about $476,163 at 4% or $317,442 at 6%; with 50% employer match about $317,442 at 4% or $211,628 at 6%; with 100% employer match about $238,081 at 4% or $158,721 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-2$580,607$38,093$19,047iApproximate average salary by contribution assumption: employee only about $476,163 at 4% or $317,442 at 6%; with 50% employer match about $317,442 at 4% or $211,628 at 6%; with 100% employer match about $238,081 at 4% or $158,721 at 6%.
200313$491,058$82,458$27,486iApproximate average salary by contribution assumption: employee only about $687,150 at 4% or $458,100 at 6%; with 50% employer match about $458,100 at 4% or $305,400 at 6%; with 100% employer match about $343,575 at 4% or $229,050 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-3$491,058$82,458$27,486iApproximate average salary by contribution assumption: employee only about $687,150 at 4% or $458,100 at 6%; with 50% employer match about $458,100 at 4% or $305,400 at 6%; with 100% employer match about $343,575 at 4% or $229,050 at 6%.
200223$302,322$58,616$19,539iApproximate average salary by contribution assumption: employee only about $488,467 at 4% or $325,644 at 6%; with 50% employer match about $325,644 at 4% or $217,096 at 6%; with 100% employer match about $244,233 at 4% or $162,822 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-3$302,322$58,616$19,539iApproximate average salary by contribution assumption: employee only about $488,467 at 4% or $325,644 at 6%; with 50% employer match about $325,644 at 4% or $217,096 at 6%; with 100% employer match about $244,233 at 4% or $162,822 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Money Purchase Pension Plan-0---
200123$0$0-
James L. Pertsch, M.D., a Sole Proprietor Money Purchase Pension Plan-3---
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-3---
200021$0$0-
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-1---
James L. Pertsch, M.D., a Sole Proprietor Money Purchase Pension Plan-1---
199921$288,880$32,237$32,237iApproximate average salary by contribution assumption: employee only about $805,925 at 4% or $537,283 at 6%; with 50% employer match about $537,283 at 4% or $358,189 at 6%; with 100% employer match about $402,963 at 4% or $268,642 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Money Purchase Pension Plan-1$163,951$17,431$17,431iApproximate average salary by contribution assumption: employee only about $435,775 at 4% or $290,517 at 6%; with 50% employer match about $290,517 at 4% or $193,678 at 6%; with 100% employer match about $217,888 at 4% or $145,258 at 6%.
James L. Pertsch, M.D., a Sole Proprietor Profit Sharing Plan-1$124,929$14,806$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.