Civic Intelligence

James D. Spivey, D.D.S., M.S.

Plan context: James D. Spivey, Dds, Ms Profit Sharing Plan

EIN 02-0484332 • Portsmouth, NH • 24 filings • 2 plans

278 Lafayette RoadSuite 7Portsmouth, NH 03801
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$423,007

2024 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$781,411$390,706$0199920142024YearValue
$423,007Latest year 2024

Participants Over Time

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

1680199920132024YearValue
16Latest year 2024

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
2024116$423,007$40,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-16$423,007$40,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2023114$361,004$35,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-14$361,004$35,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2022112$308,075$45,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-12$308,075$45,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
2021112$281,849$38,874$3,240iApproximate average salary by contribution assumption: employee only about $80,988 at 4% or $53,992 at 6%; with 50% employer match about $53,992 at 4% or $35,994 at 6%; with 100% employer match about $40,494 at 4% or $26,996 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-12$281,849$38,874$3,240iApproximate average salary by contribution assumption: employee only about $80,988 at 4% or $53,992 at 6%; with 50% employer match about $53,992 at 4% or $35,994 at 6%; with 100% employer match about $40,494 at 4% or $26,996 at 6%.
2020111$781,411$35,252$3,205iApproximate average salary by contribution assumption: employee only about $80,118 at 4% or $53,412 at 6%; with 50% employer match about $53,412 at 4% or $35,608 at 6%; with 100% employer match about $40,059 at 4% or $26,706 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-11$781,411$35,252$3,205iApproximate average salary by contribution assumption: employee only about $80,118 at 4% or $53,412 at 6%; with 50% employer match about $53,412 at 4% or $35,608 at 6%; with 100% employer match about $40,059 at 4% or $26,706 at 6%.
201918$639,531$97,250$12,156iApproximate average salary by contribution assumption: employee only about $303,906 at 4% or $202,604 at 6%; with 50% employer match about $202,604 at 4% or $135,069 at 6%; with 100% employer match about $151,953 at 4% or $101,302 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-8$639,531$97,250$12,156iApproximate average salary by contribution assumption: employee only about $303,906 at 4% or $202,604 at 6%; with 50% employer match about $202,604 at 4% or $135,069 at 6%; with 100% employer match about $151,953 at 4% or $101,302 at 6%.
201818$542,281$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-8$542,281--
201719$650,735$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-9$650,735--
201619$551,747$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-9$551,747--
2015110$595,163$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-10$595,163--
2014111$601,141$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-11$601,141--
2013110$592,050$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-10$592,050--
2012111$526,370$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-11$526,370--
2010112$536,343$10,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-12$536,343$10,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
2009112$483,557$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-12$483,557$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200814$364,474$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-4$364,474$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200715$0$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-5---
2006111$410,926$30,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-11$410,926$30,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
200516$351,548$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-6$351,548$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200415$287,600$56,044$11,209iApproximate average salary by contribution assumption: employee only about $280,220 at 4% or $186,813 at 6%; with 50% employer match about $186,813 at 4% or $124,542 at 6%; with 100% employer match about $140,110 at 4% or $93,407 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-5$287,600$56,044$11,209iApproximate average salary by contribution assumption: employee only about $280,220 at 4% or $186,813 at 6%; with 50% employer match about $186,813 at 4% or $124,542 at 6%; with 100% employer match about $140,110 at 4% or $93,407 at 6%.
200315$226,388$53,166$10,633iApproximate average salary by contribution assumption: employee only about $265,830 at 4% or $177,220 at 6%; with 50% employer match about $177,220 at 4% or $118,147 at 6%; with 100% employer match about $132,915 at 4% or $88,610 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-5$226,388$53,166$10,633iApproximate average salary by contribution assumption: employee only about $265,830 at 4% or $177,220 at 6%; with 50% employer match about $177,220 at 4% or $118,147 at 6%; with 100% employer match about $132,915 at 4% or $88,610 at 6%.
200114$0$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-4---
200016$0$0-
James D. Spivey, Dds, Ms Profit Sharing Plan-6---
199915$33,861$33,861$6,772iApproximate average salary by contribution assumption: employee only about $169,305 at 4% or $112,870 at 6%; with 50% employer match about $112,870 at 4% or $75,247 at 6%; with 100% employer match about $84,653 at 4% or $56,435 at 6%.
James D. Spivey, Dds, Ms Profit Sharing Plan-5$33,861$33,861$6,772iApproximate average salary by contribution assumption: employee only about $169,305 at 4% or $112,870 at 6%; with 50% employer match about $112,870 at 4% or $75,247 at 6%; with 100% employer match about $84,653 at 4% or $56,435 at 6%.