Civic Intelligence

James L. Nager & John H. Lapidus, D.M.D. PC.

Plan context: The Nager & Lapidus Profit Sharing & 401K Plan

EIN 04-2682121 • Belmont, MA • 37 filings • 9 plans

57 Concord AveBelmont, MA 02478-0000
Current Snapshot

Latest Year

2022

2022 Participants

34

2022 Assets

$10,032,518

2022 Contributions

$2,795,895

Historical Graphs

Total Assets Over Time

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

$14,579,334$7,289,667$0199920122022YearValue
$10,032,518Latest year 2022

Participants Over Time

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

37190199920112022YearValue
34Latest year 2022

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
2022234$10,032,518$2,795,895$82,232iApproximate average salary by contribution assumption: employee only about $2,055,805 at 4% or $1,370,537 at 6%; with 50% employer match about $1,370,537 at 4% or $913,691 at 6%; with 100% employer match about $1,027,903 at 4% or $685,268 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-34$10,032,518$2,795,895$82,232iApproximate average salary by contribution assumption: employee only about $2,055,805 at 4% or $1,370,537 at 6%; with 50% employer match about $1,370,537 at 4% or $913,691 at 6%; with 100% employer match about $1,027,903 at 4% or $685,268 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-0$0--
2021329$14,579,334$778,220$26,835iApproximate average salary by contribution assumption: employee only about $670,879 at 4% or $447,253 at 6%; with 50% employer match about $447,253 at 4% or $298,169 at 6%; with 100% employer match about $335,440 at 4% or $223,626 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-29$9,578,904$302,746$10,440iApproximate average salary by contribution assumption: employee only about $260,988 at 4% or $173,992 at 6%; with 50% employer match about $173,992 at 4% or $115,995 at 6%; with 100% employer match about $130,494 at 4% or $86,996 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-24$5,000,430$117,982$4,916iApproximate average salary by contribution assumption: employee only about $122,898 at 4% or $81,932 at 6%; with 50% employer match about $81,932 at 4% or $54,621 at 6%; with 100% employer match about $61,449 at 4% or $40,966 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D., P.C. CASH BALANCE PLAN-0$0$357,492-
2020233$13,038,785$623,532$18,895iApproximate average salary by contribution assumption: employee only about $472,373 at 4% or $314,915 at 6%; with 50% employer match about $314,915 at 4% or $209,943 at 6%; with 100% employer match about $236,186 at 4% or $157,458 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-33$8,536,017$236,588$7,169iApproximate average salary by contribution assumption: employee only about $179,233 at 4% or $119,489 at 6%; with 50% employer match about $119,489 at 4% or $79,659 at 6%; with 100% employer match about $89,617 at 4% or $59,744 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-26$4,502,768$386,944$14,882iApproximate average salary by contribution assumption: employee only about $372,062 at 4% or $248,041 at 6%; with 50% employer match about $248,041 at 4% or $165,361 at 6%; with 100% employer match about $186,031 at 4% or $124,021 at 6%.
2019237$10,539,923$659,120$17,814iApproximate average salary by contribution assumption: employee only about $445,351 at 4% or $296,901 at 6%; with 50% employer match about $296,901 at 4% or $197,934 at 6%; with 100% employer match about $222,676 at 4% or $148,450 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-37$6,933,592$271,142$7,328iApproximate average salary by contribution assumption: employee only about $183,204 at 4% or $122,136 at 6%; with 50% employer match about $122,136 at 4% or $81,424 at 6%; with 100% employer match about $91,602 at 4% or $61,068 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-27$3,606,331$387,978$14,370iApproximate average salary by contribution assumption: employee only about $359,239 at 4% or $239,493 at 6%; with 50% employer match about $239,493 at 4% or $159,662 at 6%; with 100% employer match about $179,619 at 4% or $119,746 at 6%.
2018233$8,454,515$663,105$20,094iApproximate average salary by contribution assumption: employee only about $502,352 at 4% or $334,902 at 6%; with 50% employer match about $334,902 at 4% or $223,268 at 6%; with 100% employer match about $251,176 at 4% or $167,451 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-33$5,675,382$222,001$6,727iApproximate average salary by contribution assumption: employee only about $168,183 at 4% or $112,122 at 6%; with 50% employer match about $112,122 at 4% or $74,748 at 6%; with 100% employer match about $84,091 at 4% or $56,061 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-27$2,779,133$441,104$16,337iApproximate average salary by contribution assumption: employee only about $408,430 at 4% or $272,286 at 6%; with 50% employer match about $272,286 at 4% or $181,524 at 6%; with 100% employer match about $204,215 at 4% or $136,143 at 6%.
2017229$8,382,252$589,091$20,313iApproximate average salary by contribution assumption: employee only about $507,837 at 4% or $338,558 at 6%; with 50% employer match about $338,558 at 4% or $225,705 at 6%; with 100% employer match about $253,919 at 4% or $169,279 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-29$5,845,906$259,091$8,934iApproximate average salary by contribution assumption: employee only about $223,354 at 4% or $148,903 at 6%; with 50% employer match about $148,903 at 4% or $99,269 at 6%; with 100% employer match about $111,677 at 4% or $74,451 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-27$2,536,346$330,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
2016229$6,772,624$549,637$18,953iApproximate average salary by contribution assumption: employee only about $473,825 at 4% or $315,883 at 6%; with 50% employer match about $315,883 at 4% or $210,589 at 6%; with 100% employer match about $236,913 at 4% or $157,942 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-29$4,826,878$268,283$9,251iApproximate average salary by contribution assumption: employee only about $231,278 at 4% or $154,186 at 6%; with 50% employer match about $154,186 at 4% or $102,790 at 6%; with 100% employer match about $115,639 at 4% or $77,093 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-25$1,945,746$281,354$11,254iApproximate average salary by contribution assumption: employee only about $281,354 at 4% or $187,569 at 6%; with 50% employer match about $187,569 at 4% or $125,046 at 6%; with 100% employer match about $140,677 at 4% or $93,785 at 6%.
2015228$5,953,543$641,949$22,927iApproximate average salary by contribution assumption: employee only about $573,169 at 4% or $382,113 at 6%; with 50% employer match about $382,113 at 4% or $254,742 at 6%; with 100% employer match about $286,584 at 4% or $191,056 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-28$4,400,720$276,540$9,876iApproximate average salary by contribution assumption: employee only about $246,911 at 4% or $164,607 at 6%; with 50% employer match about $164,607 at 4% or $109,738 at 6%; with 100% employer match about $123,455 at 4% or $82,304 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-25$1,552,823$365,409$14,616iApproximate average salary by contribution assumption: employee only about $365,409 at 4% or $243,606 at 6%; with 50% employer match about $243,606 at 4% or $162,404 at 6%; with 100% employer match about $182,705 at 4% or $121,803 at 6%.
2014228$5,819,531$592,045$21,144iApproximate average salary by contribution assumption: employee only about $528,612 at 4% or $352,408 at 6%; with 50% employer match about $352,408 at 4% or $234,938 at 6%; with 100% employer match about $264,306 at 4% or $176,204 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-28$4,586,049$285,237$10,187iApproximate average salary by contribution assumption: employee only about $254,676 at 4% or $169,784 at 6%; with 50% employer match about $169,784 at 4% or $113,189 at 6%; with 100% employer match about $127,338 at 4% or $84,892 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-25$1,233,482$306,808$12,272iApproximate average salary by contribution assumption: employee only about $306,808 at 4% or $204,539 at 6%; with 50% employer match about $204,539 at 4% or $136,359 at 6%; with 100% employer match about $153,404 at 4% or $102,269 at 6%.
2013227$4,954,764$573,335$21,235iApproximate average salary by contribution assumption: employee only about $530,866 at 4% or $353,910 at 6%; with 50% employer match about $353,910 at 4% or $235,940 at 6%; with 100% employer match about $265,433 at 4% or $176,955 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-27$4,063,428$274,316$10,160iApproximate average salary by contribution assumption: employee only about $253,996 at 4% or $169,331 at 6%; with 50% employer match about $169,331 at 4% or $112,887 at 6%; with 100% employer match about $126,998 at 4% or $84,665 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-24$891,336$299,019$12,459iApproximate average salary by contribution assumption: employee only about $311,478 at 4% or $207,652 at 6%; with 50% employer match about $207,652 at 4% or $138,435 at 6%; with 100% employer match about $155,739 at 4% or $103,826 at 6%.
2012225$3,812,260$436,758$17,470iApproximate average salary by contribution assumption: employee only about $436,758 at 4% or $291,172 at 6%; with 50% employer match about $291,172 at 4% or $194,115 at 6%; with 100% employer match about $218,379 at 4% or $145,586 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-25$3,277,744$268,573$10,743iApproximate average salary by contribution assumption: employee only about $268,573 at 4% or $179,049 at 6%; with 50% employer match about $179,049 at 4% or $119,366 at 6%; with 100% employer match about $134,287 at 4% or $89,524 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-21$534,516$168,185$8,009iApproximate average salary by contribution assumption: employee only about $200,220 at 4% or $133,480 at 6%; with 50% employer match about $133,480 at 4% or $88,987 at 6%; with 100% employer match about $100,110 at 4% or $66,740 at 6%.
2011230$3,115,061$405,079$13,503iApproximate average salary by contribution assumption: employee only about $337,566 at 4% or $225,044 at 6%; with 50% employer match about $225,044 at 4% or $150,029 at 6%; with 100% employer match about $168,783 at 4% or $112,522 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-30$2,772,728$223,077$7,436iApproximate average salary by contribution assumption: employee only about $185,898 at 4% or $123,932 at 6%; with 50% employer match about $123,932 at 4% or $82,621 at 6%; with 100% employer match about $92,949 at 4% or $61,966 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-23$342,333$182,002$7,913iApproximate average salary by contribution assumption: employee only about $197,828 at 4% or $131,886 at 6%; with 50% employer match about $131,886 at 4% or $87,924 at 6%; with 100% employer match about $98,914 at 4% or $65,943 at 6%.
2010233$2,961,294$389,585$11,806iApproximate average salary by contribution assumption: employee only about $295,140 at 4% or $196,760 at 6%; with 50% employer match about $196,760 at 4% or $131,173 at 6%; with 100% employer match about $147,570 at 4% or $98,380 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-33$2,802,156$230,447$6,983iApproximate average salary by contribution assumption: employee only about $174,581 at 4% or $116,387 at 6%; with 50% employer match about $116,387 at 4% or $77,592 at 6%; with 100% employer match about $87,291 at 4% or $58,194 at 6%.
JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN-22$159,138$159,138$7,234iApproximate average salary by contribution assumption: employee only about $180,839 at 4% or $120,559 at 6%; with 50% employer match about $120,559 at 4% or $80,373 at 6%; with 100% employer match about $90,419 at 4% or $60,280 at 6%.
2009131$2,338,810$273,554$8,824iApproximate average salary by contribution assumption: employee only about $220,608 at 4% or $147,072 at 6%; with 50% employer match about $147,072 at 4% or $98,048 at 6%; with 100% employer match about $110,304 at 4% or $73,536 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-31$2,338,810$273,554$8,824iApproximate average salary by contribution assumption: employee only about $220,608 at 4% or $147,072 at 6%; with 50% employer match about $147,072 at 4% or $98,048 at 6%; with 100% employer match about $110,304 at 4% or $73,536 at 6%.
2008120$1,687,587$253,709$12,685iApproximate average salary by contribution assumption: employee only about $317,136 at 4% or $211,424 at 6%; with 50% employer match about $211,424 at 4% or $140,949 at 6%; with 100% employer match about $158,568 at 4% or $105,712 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-20$1,687,587$253,709$12,685iApproximate average salary by contribution assumption: employee only about $317,136 at 4% or $211,424 at 6%; with 50% employer match about $211,424 at 4% or $140,949 at 6%; with 100% employer match about $158,568 at 4% or $105,712 at 6%.
2007117$0$0-
The Nager & Lapidus Profit Sharing & 401K Plan-17---
2006120$1,631,195$232,095$11,605iApproximate average salary by contribution assumption: employee only about $290,119 at 4% or $193,413 at 6%; with 50% employer match about $193,413 at 4% or $128,942 at 6%; with 100% employer match about $145,059 at 4% or $96,706 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-20$1,631,195$232,095$11,605iApproximate average salary by contribution assumption: employee only about $290,119 at 4% or $193,413 at 6%; with 50% employer match about $193,413 at 4% or $128,942 at 6%; with 100% employer match about $145,059 at 4% or $96,706 at 6%.
2005121$1,237,312$208,893$9,947iApproximate average salary by contribution assumption: employee only about $248,682 at 4% or $165,788 at 6%; with 50% employer match about $165,788 at 4% or $110,525 at 6%; with 100% employer match about $124,341 at 4% or $82,894 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-21$1,237,312$208,893$9,947iApproximate average salary by contribution assumption: employee only about $248,682 at 4% or $165,788 at 6%; with 50% employer match about $165,788 at 4% or $110,525 at 6%; with 100% employer match about $124,341 at 4% or $82,894 at 6%.
2004120$966,276$198,423$9,921iApproximate average salary by contribution assumption: employee only about $248,029 at 4% or $165,353 at 6%; with 50% employer match about $165,353 at 4% or $110,235 at 6%; with 100% employer match about $124,014 at 4% or $82,676 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-20$966,276$198,423$9,921iApproximate average salary by contribution assumption: employee only about $248,029 at 4% or $165,353 at 6%; with 50% employer match about $165,353 at 4% or $110,235 at 6%; with 100% employer match about $124,014 at 4% or $82,676 at 6%.
2003118$699,122$150,015$8,334iApproximate average salary by contribution assumption: employee only about $208,354 at 4% or $138,903 at 6%; with 50% employer match about $138,903 at 4% or $92,602 at 6%; with 100% employer match about $104,177 at 4% or $69,451 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-18$699,122$150,015$8,334iApproximate average salary by contribution assumption: employee only about $208,354 at 4% or $138,903 at 6%; with 50% employer match about $138,903 at 4% or $92,602 at 6%; with 100% employer match about $104,177 at 4% or $69,451 at 6%.
2002118$469,631$142,598$7,922iApproximate average salary by contribution assumption: employee only about $198,053 at 4% or $132,035 at 6%; with 50% employer match about $132,035 at 4% or $88,023 at 6%; with 100% employer match about $99,026 at 4% or $66,018 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-18$469,631$142,598$7,922iApproximate average salary by contribution assumption: employee only about $198,053 at 4% or $132,035 at 6%; with 50% employer match about $132,035 at 4% or $88,023 at 6%; with 100% employer match about $99,026 at 4% or $66,018 at 6%.
2000116$310,126$121,965$7,623iApproximate average salary by contribution assumption: employee only about $190,570 at 4% or $127,047 at 6%; with 50% employer match about $127,047 at 4% or $84,698 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-16$310,126$121,965$7,623iApproximate average salary by contribution assumption: employee only about $190,570 at 4% or $127,047 at 6%; with 50% employer match about $127,047 at 4% or $84,698 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%.
1999116$200,062$106,790$6,674iApproximate average salary by contribution assumption: employee only about $166,859 at 4% or $111,240 at 6%; with 50% employer match about $111,240 at 4% or $74,160 at 6%; with 100% employer match about $83,430 at 4% or $55,620 at 6%.
The Nager & Lapidus Profit Sharing & 401K Plan-16$200,062$106,790$6,674iApproximate average salary by contribution assumption: employee only about $166,859 at 4% or $111,240 at 6%; with 50% employer match about $111,240 at 4% or $74,160 at 6%; with 100% employer match about $83,430 at 4% or $55,620 at 6%.