Civic Intelligence

John F. Coakley, D.M.D.

Plan context: John F. Coakley, D.M.D. Retirement Trust

EIN 04-2497628 • Worcester, MA • 20 filings • 1 plans

363 Burncoat StreetWorcester, MA 01606
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,666,706

2018 Contributions

$100,536

Historical Graphs

Total Assets Over Time

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

$2,666,706$1,333,353$0199920082017YearValue
$2,666,706Latest year 2017

Participants Over Time

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

1050199920082017YearValue
7Latest year 2017

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
201810$0$0-
John F. Coakley, D.M.D. Retirement Trust-0$0$0-
201717$2,666,706$100,536$14,362iApproximate average salary by contribution assumption: employee only about $359,057 at 4% or $239,371 at 6%; with 50% employer match about $239,371 at 4% or $159,581 at 6%; with 100% employer match about $179,529 at 4% or $119,686 at 6%.
John F. Coakley, D.M.D. Retirement Trust-7$2,666,706$100,536$14,362iApproximate average salary by contribution assumption: employee only about $359,057 at 4% or $239,371 at 6%; with 50% employer match about $239,371 at 4% or $159,581 at 6%; with 100% employer match about $179,529 at 4% or $119,686 at 6%.
201618$2,296,612$98,096$12,262iApproximate average salary by contribution assumption: employee only about $306,550 at 4% or $204,367 at 6%; with 50% employer match about $204,367 at 4% or $136,244 at 6%; with 100% employer match about $153,275 at 4% or $102,183 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$2,296,612$98,096$12,262iApproximate average salary by contribution assumption: employee only about $306,550 at 4% or $204,367 at 6%; with 50% employer match about $204,367 at 4% or $136,244 at 6%; with 100% employer match about $153,275 at 4% or $102,183 at 6%.
201518$2,410,394$99,028$12,379iApproximate average salary by contribution assumption: employee only about $309,463 at 4% or $206,308 at 6%; with 50% employer match about $206,308 at 4% or $137,539 at 6%; with 100% employer match about $154,731 at 4% or $103,154 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$2,410,394$99,028$12,379iApproximate average salary by contribution assumption: employee only about $309,463 at 4% or $206,308 at 6%; with 50% employer match about $206,308 at 4% or $137,539 at 6%; with 100% employer match about $154,731 at 4% or $103,154 at 6%.
201417$2,561,560$93,668$13,381iApproximate average salary by contribution assumption: employee only about $334,529 at 4% or $223,019 at 6%; with 50% employer match about $223,019 at 4% or $148,679 at 6%; with 100% employer match about $167,264 at 4% or $111,510 at 6%.
John F. Coakley, D.M.D. Retirement Trust-7$2,561,560$93,668$13,381iApproximate average salary by contribution assumption: employee only about $334,529 at 4% or $223,019 at 6%; with 50% employer match about $223,019 at 4% or $148,679 at 6%; with 100% employer match about $167,264 at 4% or $111,510 at 6%.
201318$2,519,142$95,176$11,897iApproximate average salary by contribution assumption: employee only about $297,425 at 4% or $198,283 at 6%; with 50% employer match about $198,283 at 4% or $132,189 at 6%; with 100% employer match about $148,713 at 4% or $99,142 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$2,519,142$95,176$11,897iApproximate average salary by contribution assumption: employee only about $297,425 at 4% or $198,283 at 6%; with 50% employer match about $198,283 at 4% or $132,189 at 6%; with 100% employer match about $148,713 at 4% or $99,142 at 6%.
201219$2,192,740$93,956$10,440iApproximate average salary by contribution assumption: employee only about $260,989 at 4% or $173,993 at 6%; with 50% employer match about $173,993 at 4% or $115,995 at 6%; with 100% employer match about $130,494 at 4% or $86,996 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$2,192,740$93,956$10,440iApproximate average salary by contribution assumption: employee only about $260,989 at 4% or $173,993 at 6%; with 50% employer match about $173,993 at 4% or $115,995 at 6%; with 100% employer match about $130,494 at 4% or $86,996 at 6%.
201118$1,863,957$86,446$10,806iApproximate average salary by contribution assumption: employee only about $270,144 at 4% or $180,096 at 6%; with 50% employer match about $180,096 at 4% or $120,064 at 6%; with 100% employer match about $135,072 at 4% or $90,048 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$1,863,957$86,446$10,806iApproximate average salary by contribution assumption: employee only about $270,144 at 4% or $180,096 at 6%; with 50% employer match about $180,096 at 4% or $120,064 at 6%; with 100% employer match about $135,072 at 4% or $90,048 at 6%.
201019$1,831,765$85,191$9,466iApproximate average salary by contribution assumption: employee only about $236,642 at 4% or $157,761 at 6%; with 50% employer match about $157,761 at 4% or $105,174 at 6%; with 100% employer match about $118,321 at 4% or $78,881 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$1,831,765$85,191$9,466iApproximate average salary by contribution assumption: employee only about $236,642 at 4% or $157,761 at 6%; with 50% employer match about $157,761 at 4% or $105,174 at 6%; with 100% employer match about $118,321 at 4% or $78,881 at 6%.
200919$1,514,216$88,435$9,826iApproximate average salary by contribution assumption: employee only about $245,653 at 4% or $163,769 at 6%; with 50% employer match about $163,769 at 4% or $109,179 at 6%; with 100% employer match about $122,826 at 4% or $81,884 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$1,514,216$88,435$9,826iApproximate average salary by contribution assumption: employee only about $245,653 at 4% or $163,769 at 6%; with 50% employer match about $163,769 at 4% or $109,179 at 6%; with 100% employer match about $122,826 at 4% or $81,884 at 6%.
2008110$1,089,269$90,313$9,031iApproximate average salary by contribution assumption: employee only about $225,782 at 4% or $150,522 at 6%; with 50% employer match about $150,522 at 4% or $100,348 at 6%; with 100% employer match about $112,891 at 4% or $75,261 at 6%.
John F. Coakley, D.M.D. Retirement Trust-10$1,089,269$90,313$9,031iApproximate average salary by contribution assumption: employee only about $225,782 at 4% or $150,522 at 6%; with 50% employer match about $150,522 at 4% or $100,348 at 6%; with 100% employer match about $112,891 at 4% or $75,261 at 6%.
2007110$1,485,068$112,493$11,249iApproximate average salary by contribution assumption: employee only about $281,233 at 4% or $187,488 at 6%; with 50% employer match about $187,488 at 4% or $124,992 at 6%; with 100% employer match about $140,616 at 4% or $93,744 at 6%.
John F. Coakley, D.M.D. Retirement Trust-10$1,485,068$112,493$11,249iApproximate average salary by contribution assumption: employee only about $281,233 at 4% or $187,488 at 6%; with 50% employer match about $187,488 at 4% or $124,992 at 6%; with 100% employer match about $140,616 at 4% or $93,744 at 6%.
200619$1,320,952$75,611$8,401iApproximate average salary by contribution assumption: employee only about $210,031 at 4% or $140,020 at 6%; with 50% employer match about $140,020 at 4% or $93,347 at 6%; with 100% employer match about $105,015 at 4% or $70,010 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$1,320,952$75,611$8,401iApproximate average salary by contribution assumption: employee only about $210,031 at 4% or $140,020 at 6%; with 50% employer match about $140,020 at 4% or $93,347 at 6%; with 100% employer match about $105,015 at 4% or $70,010 at 6%.
200519$1,173,727$70,540$7,838iApproximate average salary by contribution assumption: employee only about $195,944 at 4% or $130,630 at 6%; with 50% employer match about $130,630 at 4% or $87,086 at 6%; with 100% employer match about $97,972 at 4% or $65,315 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$1,173,727$70,540$7,838iApproximate average salary by contribution assumption: employee only about $195,944 at 4% or $130,630 at 6%; with 50% employer match about $130,630 at 4% or $87,086 at 6%; with 100% employer match about $97,972 at 4% or $65,315 at 6%.
200419$1,031,206$67,408$7,490iApproximate average salary by contribution assumption: employee only about $187,244 at 4% or $124,830 at 6%; with 50% employer match about $124,830 at 4% or $83,220 at 6%; with 100% employer match about $93,622 at 4% or $62,415 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$1,031,206$67,408$7,490iApproximate average salary by contribution assumption: employee only about $187,244 at 4% or $124,830 at 6%; with 50% employer match about $124,830 at 4% or $83,220 at 6%; with 100% employer match about $93,622 at 4% or $62,415 at 6%.
200319$862,476$63,874$7,097iApproximate average salary by contribution assumption: employee only about $177,428 at 4% or $118,285 at 6%; with 50% employer match about $118,285 at 4% or $78,857 at 6%; with 100% employer match about $88,714 at 4% or $59,143 at 6%.
John F. Coakley, D.M.D. Retirement Trust-9$862,476$63,874$7,097iApproximate average salary by contribution assumption: employee only about $177,428 at 4% or $118,285 at 6%; with 50% employer match about $118,285 at 4% or $78,857 at 6%; with 100% employer match about $88,714 at 4% or $59,143 at 6%.
200218$639,125$60,302$7,538iApproximate average salary by contribution assumption: employee only about $188,444 at 4% or $125,629 at 6%; with 50% employer match about $125,629 at 4% or $83,753 at 6%; with 100% employer match about $94,222 at 4% or $62,815 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$639,125$60,302$7,538iApproximate average salary by contribution assumption: employee only about $188,444 at 4% or $125,629 at 6%; with 50% employer match about $125,629 at 4% or $83,753 at 6%; with 100% employer match about $94,222 at 4% or $62,815 at 6%.
200118$826,852$57,280$7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%.
John F. Coakley, D.M.D. Retirement Trust-8$826,852$57,280$7,160iApproximate average salary by contribution assumption: employee only about $179,000 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,556 at 6%; with 100% employer match about $89,500 at 4% or $59,667 at 6%.
200017$980,622$43,853$6,265iApproximate average salary by contribution assumption: employee only about $156,618 at 4% or $104,412 at 6%; with 50% employer match about $104,412 at 4% or $69,608 at 6%; with 100% employer match about $78,309 at 4% or $52,206 at 6%.
John F. Coakley, D.M.D. Retirement Trust-7$980,622$43,853$6,265iApproximate average salary by contribution assumption: employee only about $156,618 at 4% or $104,412 at 6%; with 50% employer match about $104,412 at 4% or $69,608 at 6%; with 100% employer match about $78,309 at 4% or $52,206 at 6%.
199917$1,017,105$38,478$5,497iApproximate average salary by contribution assumption: employee only about $137,421 at 4% or $91,614 at 6%; with 50% employer match about $91,614 at 4% or $61,076 at 6%; with 100% employer match about $68,711 at 4% or $45,807 at 6%.
John F. Coakley, D.M.D. Retirement Trust-7$1,017,105$38,478$5,497iApproximate average salary by contribution assumption: employee only about $137,421 at 4% or $91,614 at 6%; with 50% employer match about $91,614 at 4% or $61,076 at 6%; with 100% employer match about $68,711 at 4% or $45,807 at 6%.