Civic Intelligence

Jonathan D. Kivitz. M.D.

Plan context: Jonathan D. Kivitz, M.D., Money Purchase Plan

EIN 95-4182837 • Beverly Hills, CA • 18 filings • 5 plans

435 Roxbury Drive, Suite 310Beverly Hills, CA 90210
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$1,529,721

2014 Contributions

$42,668

Historical Graphs

Total Assets Over Time

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

$1,529,721$764,861$0199920072014YearValue
$1,529,721Latest year 2014

Participants Over Time

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

320199920072014YearValue
1Latest year 2014

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
201411$1,529,721$42,668$42,668iApproximate average salary by contribution assumption: employee only about $1,066,700 at 4% or $711,133 at 6%; with 50% employer match about $711,133 at 4% or $474,089 at 6%; with 100% employer match about $533,350 at 4% or $355,567 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-1$1,529,721$42,668$42,668iApproximate average salary by contribution assumption: employee only about $1,066,700 at 4% or $711,133 at 6%; with 50% employer match about $711,133 at 4% or $474,089 at 6%; with 100% employer match about $533,350 at 4% or $355,567 at 6%.
201312$1,379,380$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$1,379,380$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
201212$1,160,014$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$1,160,014$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
201112$987,350$93,731$46,866iApproximate average salary by contribution assumption: employee only about $1,171,638 at 4% or $781,092 at 6%; with 50% employer match about $781,092 at 4% or $520,728 at 6%; with 100% employer match about $585,819 at 4% or $390,546 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$987,350$93,731$46,866iApproximate average salary by contribution assumption: employee only about $1,171,638 at 4% or $781,092 at 6%; with 50% employer match about $781,092 at 4% or $520,728 at 6%; with 100% employer match about $585,819 at 4% or $390,546 at 6%.
201013$855,325$114,216$38,072iApproximate average salary by contribution assumption: employee only about $951,800 at 4% or $634,533 at 6%; with 50% employer match about $634,533 at 4% or $423,022 at 6%; with 100% employer match about $475,900 at 4% or $317,267 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-3$855,325$114,216$38,072iApproximate average salary by contribution assumption: employee only about $951,800 at 4% or $634,533 at 6%; with 50% employer match about $634,533 at 4% or $423,022 at 6%; with 100% employer match about $475,900 at 4% or $317,267 at 6%.
200912$656,566$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$656,566$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200811$461,698$135,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-1$461,698$135,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
200712$434,405$136,774$68,387iApproximate average salary by contribution assumption: employee only about $1,709,675 at 4% or $1,139,783 at 6%; with 50% employer match about $1,139,783 at 4% or $759,856 at 6%; with 100% employer match about $854,838 at 4% or $569,892 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$434,405$136,774$68,387iApproximate average salary by contribution assumption: employee only about $1,709,675 at 4% or $1,139,783 at 6%; with 50% employer match about $1,139,783 at 4% or $759,856 at 6%; with 100% employer match about $854,838 at 4% or $569,892 at 6%.
200612$271,329$132,649$66,325iApproximate average salary by contribution assumption: employee only about $1,658,113 at 4% or $1,105,408 at 6%; with 50% employer match about $1,105,408 at 4% or $736,939 at 6%; with 100% employer match about $829,056 at 4% or $552,704 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$271,329$132,649$66,325iApproximate average salary by contribution assumption: employee only about $1,658,113 at 4% or $1,105,408 at 6%; with 50% employer match about $1,105,408 at 4% or $736,939 at 6%; with 100% employer match about $829,056 at 4% or $552,704 at 6%.
200411$909,416$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%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-1$909,416$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$862,509$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-1$862,509$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$746,280$42,563$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-2$746,280$42,563$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
200122$685,627$38,204$19,102iApproximate average salary by contribution assumption: employee only about $477,550 at 4% or $318,367 at 6%; with 50% employer match about $318,367 at 4% or $212,244 at 6%; with 100% employer match about $238,775 at 4% or $159,183 at 6%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-2$685,627$28,653$14,327iApproximate average salary by contribution assumption: employee only about $358,163 at 4% or $238,775 at 6%; with 50% employer match about $238,775 at 4% or $159,183 at 6%; with 100% employer match about $179,081 at 4% or $119,388 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-0-$9,551-
200022$622,897$33,310$16,655iApproximate average salary by contribution assumption: employee only about $416,375 at 4% or $277,583 at 6%; with 50% employer match about $277,583 at 4% or $185,056 at 6%; with 100% employer match about $208,188 at 4% or $138,792 at 6%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-2$510,856$23,669$11,835iApproximate average salary by contribution assumption: employee only about $295,863 at 4% or $197,242 at 6%; with 50% employer match about $197,242 at 4% or $131,494 at 6%; with 100% employer match about $147,931 at 4% or $98,621 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$112,041$9,641$4,821iApproximate average salary by contribution assumption: employee only about $120,513 at 4% or $80,342 at 6%; with 50% employer match about $80,342 at 4% or $53,561 at 6%; with 100% employer match about $60,256 at 4% or $40,171 at 6%.
199922$523,634$32,238$16,119iApproximate average salary by contribution assumption: employee only about $402,975 at 4% or $268,650 at 6%; with 50% employer match about $268,650 at 4% or $179,100 at 6%; with 100% employer match about $201,488 at 4% or $134,325 at 6%.
Jonathan D. Kivitz, M.D., Profit Sharing Plan-2$433,092$23,134$11,567iApproximate average salary by contribution assumption: employee only about $289,175 at 4% or $192,783 at 6%; with 50% employer match about $192,783 at 4% or $128,522 at 6%; with 100% employer match about $144,588 at 4% or $96,392 at 6%.
Jonathan D. Kivitz, M.D., Money Purchase Plan-2$90,542$9,104$4,552iApproximate average salary by contribution assumption: employee only about $113,800 at 4% or $75,867 at 6%; with 50% employer match about $75,867 at 4% or $50,578 at 6%; with 100% employer match about $56,900 at 4% or $37,933 at 6%.