Civic Intelligence

Nathan S. Birnbaum, D.D.S., C.A.G.S.

Plan context: Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan

EIN 04-2590233 • Wellesley, MA • 23 filings • 2 plans

1 Washington StWellesley, MA 02481
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,462,682

2023 Contributions

$57,390

Historical Graphs

Total Assets Over Time

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

$1,510,535$755,268$0200120152023YearValue
$1,462,682Latest year 2023

Participants Over Time

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

1050200020132023YearValue
10Latest year 2023

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
2023110$1,462,682$57,390$5,739iApproximate average salary by contribution assumption: employee only about $143,475 at 4% or $95,650 at 6%; with 50% employer match about $95,650 at 4% or $63,767 at 6%; with 100% employer match about $71,738 at 4% or $47,825 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-10$1,462,682$57,390$5,739iApproximate average salary by contribution assumption: employee only about $143,475 at 4% or $95,650 at 6%; with 50% employer match about $95,650 at 4% or $63,767 at 6%; with 100% employer match about $71,738 at 4% or $47,825 at 6%.
202217$1,226,787$39,281$5,612iApproximate average salary by contribution assumption: employee only about $140,289 at 4% or $93,526 at 6%; with 50% employer match about $93,526 at 4% or $62,351 at 6%; with 100% employer match about $70,145 at 4% or $46,763 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-7$1,226,787$39,281$5,612iApproximate average salary by contribution assumption: employee only about $140,289 at 4% or $93,526 at 6%; with 50% employer match about $93,526 at 4% or $62,351 at 6%; with 100% employer match about $70,145 at 4% or $46,763 at 6%.
202118$1,510,535$14,594$1,824iApproximate average salary by contribution assumption: employee only about $45,606 at 4% or $30,404 at 6%; with 50% employer match about $30,404 at 4% or $20,269 at 6%; with 100% employer match about $22,803 at 4% or $15,202 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-8$1,510,535$14,594$1,824iApproximate average salary by contribution assumption: employee only about $45,606 at 4% or $30,404 at 6%; with 50% employer match about $30,404 at 4% or $20,269 at 6%; with 100% employer match about $22,803 at 4% or $15,202 at 6%.
202017$1,316,804$4,251$607iApproximate average salary by contribution assumption: employee only about $15,182 at 4% or $10,121 at 6%; with 50% employer match about $10,121 at 4% or $6,748 at 6%; with 100% employer match about $7,591 at 4% or $5,061 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-7$1,316,804$4,251$607iApproximate average salary by contribution assumption: employee only about $15,182 at 4% or $10,121 at 6%; with 50% employer match about $10,121 at 4% or $6,748 at 6%; with 100% employer match about $7,591 at 4% or $5,061 at 6%.
201916$1,143,901$6,081$1,014iApproximate average salary by contribution assumption: employee only about $25,338 at 4% or $16,892 at 6%; with 50% employer match about $16,892 at 4% or $11,261 at 6%; with 100% employer match about $12,669 at 4% or $8,446 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$1,143,901$6,081$1,014iApproximate average salary by contribution assumption: employee only about $25,338 at 4% or $16,892 at 6%; with 50% employer match about $16,892 at 4% or $11,261 at 6%; with 100% employer match about $12,669 at 4% or $8,446 at 6%.
201816$981,989$19,511$3,252iApproximate average salary by contribution assumption: employee only about $81,296 at 4% or $54,197 at 6%; with 50% employer match about $54,197 at 4% or $36,131 at 6%; with 100% employer match about $40,648 at 4% or $27,099 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$981,989$19,511$3,252iApproximate average salary by contribution assumption: employee only about $81,296 at 4% or $54,197 at 6%; with 50% employer match about $54,197 at 4% or $36,131 at 6%; with 100% employer match about $40,648 at 4% or $27,099 at 6%.
201716$1,072,926$14,569$2,428iApproximate average salary by contribution assumption: employee only about $60,704 at 4% or $40,469 at 6%; with 50% employer match about $40,469 at 4% or $26,980 at 6%; with 100% employer match about $30,352 at 4% or $20,235 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$1,072,926$14,569$2,428iApproximate average salary by contribution assumption: employee only about $60,704 at 4% or $40,469 at 6%; with 50% employer match about $40,469 at 4% or $26,980 at 6%; with 100% employer match about $30,352 at 4% or $20,235 at 6%.
201617$969,902$1,672$239iApproximate average salary by contribution assumption: employee only about $5,971 at 4% or $3,981 at 6%; with 50% employer match about $3,981 at 4% or $2,654 at 6%; with 100% employer match about $2,986 at 4% or $1,990 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-7$969,902$1,672$239iApproximate average salary by contribution assumption: employee only about $5,971 at 4% or $3,981 at 6%; with 50% employer match about $3,981 at 4% or $2,654 at 6%; with 100% employer match about $2,986 at 4% or $1,990 at 6%.
201516$921,203$40,757$6,793iApproximate average salary by contribution assumption: employee only about $169,821 at 4% or $113,214 at 6%; with 50% employer match about $113,214 at 4% or $75,476 at 6%; with 100% employer match about $84,910 at 4% or $56,607 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$921,203$40,757$6,793iApproximate average salary by contribution assumption: employee only about $169,821 at 4% or $113,214 at 6%; with 50% employer match about $113,214 at 4% or $75,476 at 6%; with 100% employer match about $84,910 at 4% or $56,607 at 6%.
201416$904,528$61,328$10,221iApproximate average salary by contribution assumption: employee only about $255,533 at 4% or $170,356 at 6%; with 50% employer match about $170,356 at 4% or $113,570 at 6%; with 100% employer match about $127,767 at 4% or $85,178 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$904,528$61,328$10,221iApproximate average salary by contribution assumption: employee only about $255,533 at 4% or $170,356 at 6%; with 50% employer match about $170,356 at 4% or $113,570 at 6%; with 100% employer match about $127,767 at 4% or $85,178 at 6%.
201316$807,485$41,554$6,926iApproximate average salary by contribution assumption: employee only about $173,142 at 4% or $115,428 at 6%; with 50% employer match about $115,428 at 4% or $76,952 at 6%; with 100% employer match about $86,571 at 4% or $57,714 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$807,485$41,554$6,926iApproximate average salary by contribution assumption: employee only about $173,142 at 4% or $115,428 at 6%; with 50% employer match about $115,428 at 4% or $76,952 at 6%; with 100% employer match about $86,571 at 4% or $57,714 at 6%.
201216$673,369$42,542$7,090iApproximate average salary by contribution assumption: employee only about $177,258 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$673,369$42,542$7,090iApproximate average salary by contribution assumption: employee only about $177,258 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%.
201116$571,826$42,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$571,826$42,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
201016$531,664$42,070$7,012iApproximate average salary by contribution assumption: employee only about $175,292 at 4% or $116,861 at 6%; with 50% employer match about $116,861 at 4% or $77,907 at 6%; with 100% employer match about $87,646 at 4% or $58,431 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-6$531,664$42,070$7,012iApproximate average salary by contribution assumption: employee only about $175,292 at 4% or $116,861 at 6%; with 50% employer match about $116,861 at 4% or $77,907 at 6%; with 100% employer match about $87,646 at 4% or $58,431 at 6%.
200910$0$0-
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-----
200814$0$0-
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4---
200712$0$0-
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-2---
200613$357,024$42,109$14,036iApproximate average salary by contribution assumption: employee only about $350,908 at 4% or $233,939 at 6%; with 50% employer match about $233,939 at 4% or $155,959 at 6%; with 100% employer match about $175,454 at 4% or $116,969 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-3$357,024$42,109$14,036iApproximate average salary by contribution assumption: employee only about $350,908 at 4% or $233,939 at 6%; with 50% employer match about $233,939 at 4% or $155,959 at 6%; with 100% employer match about $175,454 at 4% or $116,969 at 6%.
200414$241,861$45,379$11,345iApproximate average salary by contribution assumption: employee only about $283,619 at 4% or $189,079 at 6%; with 50% employer match about $189,079 at 4% or $126,053 at 6%; with 100% employer match about $141,809 at 4% or $94,540 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4$241,861$45,379$11,345iApproximate average salary by contribution assumption: employee only about $283,619 at 4% or $189,079 at 6%; with 50% employer match about $189,079 at 4% or $126,053 at 6%; with 100% employer match about $141,809 at 4% or $94,540 at 6%.
200314$168,205$43,851$10,963iApproximate average salary by contribution assumption: employee only about $274,069 at 4% or $182,713 at 6%; with 50% employer match about $182,713 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4$168,205$43,851$10,963iApproximate average salary by contribution assumption: employee only about $274,069 at 4% or $182,713 at 6%; with 50% employer match about $182,713 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%.
200214$0$0-
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4---
200114$77,047$41,501$10,375iApproximate average salary by contribution assumption: employee only about $259,381 at 4% or $172,921 at 6%; with 50% employer match about $172,921 at 4% or $115,281 at 6%; with 100% employer match about $129,691 at 4% or $86,460 at 6%.
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4$77,047$41,501$10,375iApproximate average salary by contribution assumption: employee only about $259,381 at 4% or $172,921 at 6%; with 50% employer match about $172,921 at 4% or $115,281 at 6%; with 100% employer match about $129,691 at 4% or $86,460 at 6%.
200014$0$0-
Nathan S. Birnbaum, D.D.S., C.A.G.S. Retirement Plan-4---