Civic Intelligence

Jacob D. Werba, D.D.S.

Plan context: JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN

EIN 04-2674610 • 20 filings • 3 plans

Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$2,518,739

2014 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$2,518,739$1,259,370$0199920092014YearValue
$2,518,739Latest year 2014

Participants Over Time

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

320199920072013YearValue
2Latest year 2013

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
201410$2,518,739$70,000-
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-0$2,518,739$70,000-
201312$2,319,697$87,798$43,899iApproximate average salary by contribution assumption: employee only about $1,097,475 at 4% or $731,650 at 6%; with 50% employer match about $731,650 at 4% or $487,767 at 6%; with 100% employer match about $548,738 at 4% or $365,825 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-2$2,319,697$87,798$43,899iApproximate average salary by contribution assumption: employee only about $1,097,475 at 4% or $731,650 at 6%; with 50% employer match about $731,650 at 4% or $487,767 at 6%; with 100% employer match about $548,738 at 4% or $365,825 at 6%.
201212$2,065,675$117,000$58,500iApproximate average salary by contribution assumption: employee only about $1,462,500 at 4% or $975,000 at 6%; with 50% employer match about $975,000 at 4% or $650,000 at 6%; with 100% employer match about $731,250 at 4% or $487,500 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-2$2,065,675$117,000$58,500iApproximate average salary by contribution assumption: employee only about $1,462,500 at 4% or $975,000 at 6%; with 50% employer match about $975,000 at 4% or $650,000 at 6%; with 100% employer match about $731,250 at 4% or $487,500 at 6%.
201112$1,778,434$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-2$1,778,434$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201012$1,680,652$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-2$1,680,652$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200913$1,449,763$197,270$65,757iApproximate average salary by contribution assumption: employee only about $1,643,917 at 4% or $1,095,944 at 6%; with 50% employer match about $1,095,944 at 4% or $730,630 at 6%; with 100% employer match about $821,958 at 4% or $547,972 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,449,763$197,270$65,757iApproximate average salary by contribution assumption: employee only about $1,643,917 at 4% or $1,095,944 at 6%; with 50% employer match about $1,095,944 at 4% or $730,630 at 6%; with 100% employer match about $821,958 at 4% or $547,972 at 6%.
200813$0$0-
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3---
200713$0$0-
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3---
200613$772,003$142,269$47,423iApproximate average salary by contribution assumption: employee only about $1,185,575 at 4% or $790,383 at 6%; with 50% employer match about $790,383 at 4% or $526,922 at 6%; with 100% employer match about $592,788 at 4% or $395,192 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3$772,003$142,269$47,423iApproximate average salary by contribution assumption: employee only about $1,185,575 at 4% or $790,383 at 6%; with 50% employer match about $790,383 at 4% or $526,922 at 6%; with 100% employer match about $592,788 at 4% or $395,192 at 6%.
200513$587,494$193,720$64,573iApproximate average salary by contribution assumption: employee only about $1,614,333 at 4% or $1,076,222 at 6%; with 50% employer match about $1,076,222 at 4% or $717,481 at 6%; with 100% employer match about $807,167 at 4% or $538,111 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3$587,494$193,720$64,573iApproximate average salary by contribution assumption: employee only about $1,614,333 at 4% or $1,076,222 at 6%; with 50% employer match about $1,076,222 at 4% or $717,481 at 6%; with 100% employer match about $807,167 at 4% or $538,111 at 6%.
200422$384,161$186,757$93,379iApproximate average salary by contribution assumption: employee only about $2,334,463 at 4% or $1,556,308 at 6%; with 50% employer match about $1,556,308 at 4% or $1,037,539 at 6%; with 100% employer match about $1,167,231 at 4% or $778,154 at 6%.
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-2$384,161$186,757$93,379iApproximate average salary by contribution assumption: employee only about $2,334,463 at 4% or $1,556,308 at 6%; with 50% employer match about $1,556,308 at 4% or $1,037,539 at 6%; with 100% employer match about $1,167,231 at 4% or $778,154 at 6%.
Jacob D. Werba, D.D.S. Profit Sharing Plan-0---
200323$0$0-
JACOB WERBA, D.D.S. DEFINED BENEFIT PENSION PLAN-3---
Jacob D. Werba, D.D.S. Profit Sharing Plan-3---
200223$312,853$44,309$14,770iApproximate average salary by contribution assumption: employee only about $369,242 at 4% or $246,161 at 6%; with 50% employer match about $246,161 at 4% or $164,107 at 6%; with 100% employer match about $184,621 at 4% or $123,081 at 6%.
Jacob D. Werba, D.D.S. Profit Sharing Plan-3$312,853$44,309$14,770iApproximate average salary by contribution assumption: employee only about $369,242 at 4% or $246,161 at 6%; with 50% employer match about $246,161 at 4% or $164,107 at 6%; with 100% employer match about $184,621 at 4% or $123,081 at 6%.
Jacob D. Werba, D.D.S. Money Purchase Pension Plan-0---
200123$0$0-
Jacob D. Werba, D.D.S. Profit Sharing Plan-3---
Jacob D. Werba, D.D.S. Money Purchase Pension Plan-3---
199923$424,337$33,072$11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%.
Jacob D. Werba, D.D.S. Profit Sharing Plan-3$287,590$17,986$5,995iApproximate average salary by contribution assumption: employee only about $149,883 at 4% or $99,922 at 6%; with 50% employer match about $99,922 at 4% or $66,615 at 6%; with 100% employer match about $74,942 at 4% or $49,961 at 6%.
Jacob D. Werba, D.D.S. Money Purchase Pension Plan-3$136,747$15,086$5,029iApproximate average salary by contribution assumption: employee only about $125,717 at 4% or $83,811 at 6%; with 50% employer match about $83,811 at 4% or $55,874 at 6%; with 100% employer match about $62,858 at 4% or $41,906 at 6%.