Civic Intelligence

James S. Roman DMD

Plan context: James S. Roman DMD 401K Plan

EIN 04-2572375 • Greenfield, MA • 14 filings • 3 plans

51 Church StreetGreenfield, MA 01301-2951
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$1,114,959

2016 Contributions

$61,198

Historical Graphs

Total Assets Over Time

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

$1,114,959$557,480$0200320102015YearValue
$1,114,959Latest year 2015

Participants Over Time

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

950200320092015YearValue
9Latest year 2015

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
201610$0$0-
James S. Roman DMD 401K Plan-0$0--
201519$1,114,959$61,198$6,800iApproximate average salary by contribution assumption: employee only about $169,994 at 4% or $113,330 at 6%; with 50% employer match about $113,330 at 4% or $75,553 at 6%; with 100% employer match about $84,997 at 4% or $56,665 at 6%.
James S. Roman DMD 401K Plan-9$1,114,959$61,198$6,800iApproximate average salary by contribution assumption: employee only about $169,994 at 4% or $113,330 at 6%; with 50% employer match about $113,330 at 4% or $75,553 at 6%; with 100% employer match about $84,997 at 4% or $56,665 at 6%.
201417$1,060,021$30,896$4,414iApproximate average salary by contribution assumption: employee only about $110,343 at 4% or $73,562 at 6%; with 50% employer match about $73,562 at 4% or $49,041 at 6%; with 100% employer match about $55,171 at 4% or $36,781 at 6%.
James S. Roman DMD 401K Plan-7$1,060,021$30,896$4,414iApproximate average salary by contribution assumption: employee only about $110,343 at 4% or $73,562 at 6%; with 50% employer match about $73,562 at 4% or $49,041 at 6%; with 100% employer match about $55,171 at 4% or $36,781 at 6%.
201316$992,686$68,810$11,468iApproximate average salary by contribution assumption: employee only about $286,708 at 4% or $191,139 at 6%; with 50% employer match about $191,139 at 4% or $127,426 at 6%; with 100% employer match about $143,354 at 4% or $95,569 at 6%.
James S. Roman DMD 401K Plan-6$992,686$68,810$11,468iApproximate average salary by contribution assumption: employee only about $286,708 at 4% or $191,139 at 6%; with 50% employer match about $191,139 at 4% or $127,426 at 6%; with 100% employer match about $143,354 at 4% or $95,569 at 6%.
201218$837,822$75,482$9,435iApproximate average salary by contribution assumption: employee only about $235,881 at 4% or $157,254 at 6%; with 50% employer match about $157,254 at 4% or $104,836 at 6%; with 100% employer match about $117,941 at 4% or $78,627 at 6%.
James S. Roman DMD 401K Plan-8$837,822$75,482$9,435iApproximate average salary by contribution assumption: employee only about $235,881 at 4% or $157,254 at 6%; with 50% employer match about $157,254 at 4% or $104,836 at 6%; with 100% employer match about $117,941 at 4% or $78,627 at 6%.
201117$699,536$88,571$12,653iApproximate average salary by contribution assumption: employee only about $316,325 at 4% or $210,883 at 6%; with 50% employer match about $210,883 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
James S. Roman DMD 401K Plan-7$699,536$88,571$12,653iApproximate average salary by contribution assumption: employee only about $316,325 at 4% or $210,883 at 6%; with 50% employer match about $210,883 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
201017$618,067$50,607$7,230iApproximate average salary by contribution assumption: employee only about $180,739 at 4% or $120,493 at 6%; with 50% employer match about $120,493 at 4% or $80,329 at 6%; with 100% employer match about $90,370 at 4% or $60,246 at 6%.
James S. Roman DMD 401K Plan-7$618,067$50,607$7,230iApproximate average salary by contribution assumption: employee only about $180,739 at 4% or $120,493 at 6%; with 50% employer match about $120,493 at 4% or $80,329 at 6%; with 100% employer match about $90,370 at 4% or $60,246 at 6%.
200917$523,183$70,625$10,089iApproximate average salary by contribution assumption: employee only about $252,232 at 4% or $168,155 at 6%; with 50% employer match about $168,155 at 4% or $112,103 at 6%; with 100% employer match about $126,116 at 4% or $84,077 at 6%.
James S. Roman DMD 401K Plan-7$523,183$70,625$10,089iApproximate average salary by contribution assumption: employee only about $252,232 at 4% or $168,155 at 6%; with 50% employer match about $168,155 at 4% or $112,103 at 6%; with 100% employer match about $126,116 at 4% or $84,077 at 6%.
200817$417,698$62,615$8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%.
James S. Roman DMD 401K Plan-7$417,698$62,615$8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%.
200717$0$0-
James S. Roman DMD 401K Plan-7---
200618$439,620$61,882$7,735iApproximate average salary by contribution assumption: employee only about $193,381 at 4% or $128,921 at 6%; with 50% employer match about $128,921 at 4% or $85,947 at 6%; with 100% employer match about $96,691 at 4% or $64,460 at 6%.
James S. Roman DMD 401K Plan-8$439,620$61,882$7,735iApproximate average salary by contribution assumption: employee only about $193,381 at 4% or $128,921 at 6%; with 50% employer match about $128,921 at 4% or $85,947 at 6%; with 100% employer match about $96,691 at 4% or $64,460 at 6%.
200519$316,269$41,082$4,565iApproximate average salary by contribution assumption: employee only about $114,117 at 4% or $76,078 at 6%; with 50% employer match about $76,078 at 4% or $50,719 at 6%; with 100% employer match about $57,058 at 4% or $38,039 at 6%.
James S. Roman DMD 401K Plan-9$316,269$41,082$4,565iApproximate average salary by contribution assumption: employee only about $114,117 at 4% or $76,078 at 6%; with 50% employer match about $76,078 at 4% or $50,719 at 6%; with 100% employer match about $57,058 at 4% or $38,039 at 6%.
200419$264,971$39,540$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
James S. Roman DMD 401K Plan-9$264,971$39,540$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
200318$196,424$112,284$14,036iApproximate average salary by contribution assumption: employee only about $350,888 at 4% or $233,925 at 6%; with 50% employer match about $233,925 at 4% or $155,950 at 6%; with 100% employer match about $175,444 at 4% or $116,963 at 6%.
James S. Roman DMD 401K Plan-8$196,424$112,284$14,036iApproximate average salary by contribution assumption: employee only about $350,888 at 4% or $233,925 at 6%; with 50% employer match about $233,925 at 4% or $155,950 at 6%; with 100% employer match about $175,444 at 4% or $116,963 at 6%.