Civic Intelligence

James Montagano, M.D. Inc.

Plan context: James Montagano, M.D. Inc. Money Purchase Pension Plan

EIN 95-4019701 • Los Angeles, CA • 11 filings • 2 plans

6221 Wilshire Boulevard, Suite 517Los Angeles, CA 90048
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$738,728

2009 Contributions

$41,398

Historical Graphs

Total Assets Over Time

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

$738,728$369,364$0199920042008YearValue
$738,728Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200910$0$0-
James Montagano, M.D. Inc. Money Purchase Pension Plan-0$0$0-
200812$738,728$41,398$20,699iApproximate average salary by contribution assumption: employee only about $517,475 at 4% or $344,983 at 6%; with 50% employer match about $344,983 at 4% or $229,989 at 6%; with 100% employer match about $258,738 at 4% or $172,492 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-2$738,728$41,398$20,699iApproximate average salary by contribution assumption: employee only about $517,475 at 4% or $344,983 at 6%; with 50% employer match about $344,983 at 4% or $229,989 at 6%; with 100% employer match about $258,738 at 4% or $172,492 at 6%.
200713$0$0-
James Montagano, M.D. Inc. Money Purchase Pension Plan-3---
200613$644,989$23,870$7,957iApproximate average salary by contribution assumption: employee only about $198,917 at 4% or $132,611 at 6%; with 50% employer match about $132,611 at 4% or $88,407 at 6%; with 100% employer match about $99,458 at 4% or $66,306 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-3$644,989$23,870$7,957iApproximate average salary by contribution assumption: employee only about $198,917 at 4% or $132,611 at 6%; with 50% employer match about $132,611 at 4% or $88,407 at 6%; with 100% employer match about $99,458 at 4% or $66,306 at 6%.
200513$517,908$35,609$11,870iApproximate average salary by contribution assumption: employee only about $296,742 at 4% or $197,828 at 6%; with 50% employer match about $197,828 at 4% or $131,885 at 6%; with 100% employer match about $148,371 at 4% or $98,914 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-3$517,908$35,609$11,870iApproximate average salary by contribution assumption: employee only about $296,742 at 4% or $197,828 at 6%; with 50% employer match about $197,828 at 4% or $131,885 at 6%; with 100% employer match about $148,371 at 4% or $98,914 at 6%.
200413$669,613$30,325$10,108iApproximate average salary by contribution assumption: employee only about $252,708 at 4% or $168,472 at 6%; with 50% employer match about $168,472 at 4% or $112,315 at 6%; with 100% employer match about $126,354 at 4% or $84,236 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-3$669,613$30,325$10,108iApproximate average salary by contribution assumption: employee only about $252,708 at 4% or $168,472 at 6%; with 50% employer match about $168,472 at 4% or $112,315 at 6%; with 100% employer match about $126,354 at 4% or $84,236 at 6%.
200313$696,759$44,251$14,750iApproximate average salary by contribution assumption: employee only about $368,758 at 4% or $245,839 at 6%; with 50% employer match about $245,839 at 4% or $163,893 at 6%; with 100% employer match about $184,379 at 4% or $122,919 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-3$696,759$44,251$14,750iApproximate average salary by contribution assumption: employee only about $368,758 at 4% or $245,839 at 6%; with 50% employer match about $245,839 at 4% or $163,893 at 6%; with 100% employer match about $184,379 at 4% or $122,919 at 6%.
200213$603,898$44,017$14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-3$603,898$44,017$14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%.
200113$0$0-
James Montagano, M.D. Inc. Money Purchase Pension Plan-3---
200012$478,321$17,451$8,726iApproximate average salary by contribution assumption: employee only about $218,138 at 4% or $145,425 at 6%; with 50% employer match about $145,425 at 4% or $96,950 at 6%; with 100% employer match about $109,069 at 4% or $72,713 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-2$478,321$17,451$8,726iApproximate average salary by contribution assumption: employee only about $218,138 at 4% or $145,425 at 6%; with 50% employer match about $145,425 at 4% or $96,950 at 6%; with 100% employer match about $109,069 at 4% or $72,713 at 6%.
199912$591,748$19,451$9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%.
James Montagano, M.D. Inc. Money Purchase Pension Plan-2$591,748$19,451$9,726iApproximate average salary by contribution assumption: employee only about $243,138 at 4% or $162,092 at 6%; with 50% employer match about $162,092 at 4% or $108,061 at 6%; with 100% employer match about $121,569 at 4% or $81,046 at 6%.