Civic Intelligence

Scott D. Levenson, M. D.

Plan context: Fidelity Profit Sharing Retirement Plan

EIN 94-3300213 • San Carlos, CA • 27 filings • 9 plans

1000 Laurel StreetSan Carlos, CA 94070
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$558,210

2010 Contributions

$56,222

Historical Graphs

Total Assets Over Time

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

$558,210$279,105$0199920042009YearValue
$558,210Latest year 2009

Participants Over Time

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

630199920042009YearValue
5Latest year 2009

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
201010$0$0-
Fidelity Profit Sharing Retirement Plan-0---
200925$558,210$56,222$11,244iApproximate average salary by contribution assumption: employee only about $281,110 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,555 at 4% or $93,703 at 6%.
Fidelity Profit Sharing Retirement Plan-1$290,518--
Scott David Levenson M D-5$267,692$56,222$11,244iApproximate average salary by contribution assumption: employee only about $281,110 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,555 at 4% or $93,703 at 6%.
200826$367,234$47,980$7,997iApproximate average salary by contribution assumption: employee only about $199,917 at 4% or $133,278 at 6%; with 50% employer match about $133,278 at 4% or $88,852 at 6%; with 100% employer match about $99,958 at 4% or $66,639 at 6%.
Fidelity Profit Sharing Retirement Plan-1$203,629--
Scott David Levenson M D-6$163,605$47,980$7,997iApproximate average salary by contribution assumption: employee only about $199,917 at 4% or $133,278 at 6%; with 50% employer match about $133,278 at 4% or $88,852 at 6%; with 100% employer match about $99,958 at 4% or $66,639 at 6%.
200736$0$0-
Fidelity Profit Sharing Retirement Plan-1---
Fidelity Money Purchase Retirement Plan-0---
Scott David Levenson M D-6---
200636$484,526$88,158$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
Fidelity Profit Sharing Retirement Plan-2$334,153--
Scott David Levenson M D-6$147,567$88,158$14,693iApproximate average salary by contribution assumption: employee only about $367,325 at 4% or $244,883 at 6%; with 50% employer match about $244,883 at 4% or $163,256 at 6%; with 100% employer match about $183,663 at 4% or $122,442 at 6%.
Fidelity Money Purchase Retirement Plan-1$2,806--
200535$345,809$36,885$7,377iApproximate average salary by contribution assumption: employee only about $184,425 at 4% or $122,950 at 6%; with 50% employer match about $122,950 at 4% or $81,967 at 6%; with 100% employer match about $92,213 at 4% or $61,475 at 6%.
Fidelity Profit Sharing Retirement Plan-2$292,716--
Scott David Levenson M D-5$50,415$36,885$7,377iApproximate average salary by contribution assumption: employee only about $184,425 at 4% or $122,950 at 6%; with 50% employer match about $122,950 at 4% or $81,967 at 6%; with 100% employer match about $92,213 at 4% or $61,475 at 6%.
Fidelity Money Purchase Retirement Plan-2$2,678--
200435$38,075$64,970$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
Fidelity Profit Sharing Retirement Plan-2$25,612$47,148$23,574iApproximate average salary by contribution assumption: employee only about $589,350 at 4% or $392,900 at 6%; with 50% employer match about $392,900 at 4% or $261,933 at 6%; with 100% employer match about $294,675 at 4% or $196,450 at 6%.
Scott David Levenson M D-5$9,849$8,960$1,792iApproximate average salary by contribution assumption: employee only about $44,800 at 4% or $29,867 at 6%; with 50% employer match about $29,867 at 4% or $19,911 at 6%; with 100% employer match about $22,400 at 4% or $14,933 at 6%.
Fidelity Money Purchase Retirement Plan-2$2,614$8,862$4,431iApproximate average salary by contribution assumption: employee only about $110,775 at 4% or $73,850 at 6%; with 50% employer match about $73,850 at 4% or $49,233 at 6%; with 100% employer match about $55,388 at 4% or $36,925 at 6%.
200323$219,348$58,427$19,476iApproximate average salary by contribution assumption: employee only about $486,892 at 4% or $324,594 at 6%; with 50% employer match about $324,594 at 4% or $216,396 at 6%; with 100% employer match about $243,446 at 4% or $162,297 at 6%.
Fidelity Profit Sharing Retirement Plan-3$188,538$49,658$16,553iApproximate average salary by contribution assumption: employee only about $413,817 at 4% or $275,878 at 6%; with 50% employer match about $275,878 at 4% or $183,919 at 6%; with 100% employer match about $206,908 at 4% or $137,939 at 6%.
Fidelity Money Purchase Retirement Plan-3$30,810$8,769$2,923iApproximate average salary by contribution assumption: employee only about $73,075 at 4% or $48,717 at 6%; with 50% employer match about $48,717 at 4% or $32,478 at 6%; with 100% employer match about $36,538 at 4% or $24,358 at 6%.
200223$159,127$47,126$15,709iApproximate average salary by contribution assumption: employee only about $392,717 at 4% or $261,811 at 6%; with 50% employer match about $261,811 at 4% or $174,541 at 6%; with 100% employer match about $196,358 at 4% or $130,906 at 6%.
Fidelity Profit Sharing Retirement Plan-3$137,336$39,921$13,307iApproximate average salary by contribution assumption: employee only about $332,675 at 4% or $221,783 at 6%; with 50% employer match about $221,783 at 4% or $147,856 at 6%; with 100% employer match about $166,338 at 4% or $110,892 at 6%.
Fidelity Money Purchase Retirement Plan-3$21,791$7,205$2,402iApproximate average salary by contribution assumption: employee only about $60,042 at 4% or $40,028 at 6%; with 50% employer match about $40,028 at 4% or $26,685 at 6%; with 100% employer match about $30,021 at 4% or $20,014 at 6%.
200123$120,309$47,126$15,709iApproximate average salary by contribution assumption: employee only about $392,717 at 4% or $261,811 at 6%; with 50% employer match about $261,811 at 4% or $174,541 at 6%; with 100% employer match about $196,358 at 4% or $130,906 at 6%.
Fidelity Profit Sharing Retirement Plan-3$105,513$39,921$13,307iApproximate average salary by contribution assumption: employee only about $332,675 at 4% or $221,783 at 6%; with 50% employer match about $221,783 at 4% or $147,856 at 6%; with 100% employer match about $166,338 at 4% or $110,892 at 6%.
Fidelity Money Purchase Retirement Plan-3$14,796$7,205$2,402iApproximate average salary by contribution assumption: employee only about $60,042 at 4% or $40,028 at 6%; with 50% employer match about $40,028 at 4% or $26,685 at 6%; with 100% employer match about $30,021 at 4% or $20,014 at 6%.
200022$62,210$59,347$29,674iApproximate average salary by contribution assumption: employee only about $741,838 at 4% or $494,558 at 6%; with 50% employer match about $494,558 at 4% or $329,706 at 6%; with 100% employer match about $370,919 at 4% or $247,279 at 6%.
Fidelity Profit Sharing Retirement Plan-2$62,210$59,347$29,674iApproximate average salary by contribution assumption: employee only about $741,838 at 4% or $494,558 at 6%; with 50% employer match about $494,558 at 4% or $329,706 at 6%; with 100% employer match about $370,919 at 4% or $247,279 at 6%.
Fidelity Money Purchase Retirement Plan-2---
199922$1,010$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Fidelity Profit Sharing Retirement Plan-2$505$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Fidelity Money Purchase Retirement Plan-2$505$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.