Kim R. Montgomery, D.M.D.
Plan context: BRISTOL DENTAL RETIREMENT PLAN & TRUST
EIN 03-0281016 • 5 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
7
2002 Assets
$591,338
2002 Contributions
$591,338
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 2 | 7 | $591,338 | $591,338 | $84,477iApproximate average salary by contribution assumption: employee only about $2,111,921 at 4% or $1,407,948 at 6%; with 50% employer match about $1,407,948 at 4% or $938,632 at 6%; with 100% employer match about $1,055,961 at 4% or $703,974 at 6%. |
| BRISTOL DENTAL RETIREMENT PLAN & TRUST | - | 7 | $591,338 | $591,338 | $84,477iApproximate average salary by contribution assumption: employee only about $2,111,921 at 4% or $1,407,948 at 6%; with 50% employer match about $1,407,948 at 4% or $938,632 at 6%; with 100% employer match about $1,055,961 at 4% or $703,974 at 6%. |
| Kim R. Montgomery, D.M.D. Profit Sharing Plan for Self-Employed Individuals | - | 0 | - | - | - |
| 2001 | 1 | 7 | $591,338 | $49,083 | $7,012iApproximate average salary by contribution assumption: employee only about $175,296 at 4% or $116,864 at 6%; with 50% employer match about $116,864 at 4% or $77,910 at 6%; with 100% employer match about $87,648 at 4% or $58,432 at 6%. |
| Kim R. Montgomery, D.M.D. Profit Sharing Plan for Self-Employed Individuals | - | 7 | $591,338 | $49,083 | $7,012iApproximate average salary by contribution assumption: employee only about $175,296 at 4% or $116,864 at 6%; with 50% employer match about $116,864 at 4% or $77,910 at 6%; with 100% employer match about $87,648 at 4% or $58,432 at 6%. |
| 2000 | 1 | 7 | $570,323 | $51,626 | $7,375iApproximate average salary by contribution assumption: employee only about $184,379 at 4% or $122,919 at 6%; with 50% employer match about $122,919 at 4% or $81,946 at 6%; with 100% employer match about $92,189 at 4% or $61,460 at 6%. |
| Kim R. Montgomery, D.M.D. Profit Sharing Plan for Self-Employed Individuals | - | 7 | $570,323 | $51,626 | $7,375iApproximate average salary by contribution assumption: employee only about $184,379 at 4% or $122,919 at 6%; with 50% employer match about $122,919 at 4% or $81,946 at 6%; with 100% employer match about $92,189 at 4% or $61,460 at 6%. |
| 1999 | 1 | 7 | $658,883 | $46,914 | $6,702iApproximate average salary by contribution assumption: employee only about $167,550 at 4% or $111,700 at 6%; with 50% employer match about $111,700 at 4% or $74,467 at 6%; with 100% employer match about $83,775 at 4% or $55,850 at 6%. |
| Kim R. Montgomery, D.M.D. Profit Sharing Plan for Self-Employed Individuals | - | 7 | $658,883 | $46,914 | $6,702iApproximate average salary by contribution assumption: employee only about $167,550 at 4% or $111,700 at 6%; with 50% employer match about $111,700 at 4% or $74,467 at 6%; with 100% employer match about $83,775 at 4% or $55,850 at 6%. |