Civic Intelligence

Gerald M. Winkler D.M.D.

Plan context: GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN

EIN 04-2633768 • Stoughton, MA • 17 filings • 2 plans

4 Cabot PlaceStoughton, MA 02072
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$698,695

2013 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$698,695$349,348$0199920062013YearValue
$698,695Latest year 2013

Participants Over Time

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

630199920052011YearValue
5Latest year 2011

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
201310$698,695$70,000-
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-0$698,695$70,000-
201210$619,360$15,000-
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-0$619,360$15,000-
201115$595,803$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-5$595,803$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201016$592,887$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-6$592,887$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
200914$535,714$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-4$535,714$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200814$418,820$15,000$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%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-4$418,820$15,000$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%.
200712$0$0-
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-2---
200613$462,283$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-3$462,283$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200513$394,523$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-3$394,523$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200413$336,400$25,000$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%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-3$336,400$25,000$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%.
200313$302,576$25,000$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%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-3$302,576$25,000$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%.
200214$264,996$49,276$12,319iApproximate average salary by contribution assumption: employee only about $307,975 at 4% or $205,317 at 6%; with 50% employer match about $205,317 at 4% or $136,878 at 6%; with 100% employer match about $153,988 at 4% or $102,658 at 6%.
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-4$264,996$49,276$12,319iApproximate average salary by contribution assumption: employee only about $307,975 at 4% or $205,317 at 6%; with 50% employer match about $205,317 at 4% or $136,878 at 6%; with 100% employer match about $153,988 at 4% or $102,658 at 6%.
200123$0$0-
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-3---
Gerald M. Winkler Profit Sharing Plan-0---
200022$234,833$50,550$25,275iApproximate average salary by contribution assumption: employee only about $631,875 at 4% or $421,250 at 6%; with 50% employer match about $421,250 at 4% or $280,833 at 6%; with 100% employer match about $315,938 at 4% or $210,625 at 6%.
Gerald M. Winkler Profit Sharing Plan-2$184,283--
GERALD M. WINKLER, D.M.D. DEFINED BENEFIT PLAN-2$50,550$50,550$25,275iApproximate average salary by contribution assumption: employee only about $631,875 at 4% or $421,250 at 6%; with 50% employer match about $421,250 at 4% or $280,833 at 6%; with 100% employer match about $315,938 at 4% or $210,625 at 6%.
199911$179,616$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Gerald M. Winkler Profit Sharing Plan-1$179,616$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.