Civic Intelligence

David C Tucker Dds & Herbert C Rosen DMD PC

Plan context: Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust

EIN 04-2709702 • Sudbury, MA • 14 filings • 3 plans

28 Brewster RoadSudbury, MA 01776
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$1,735,759

2012 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$2,199,668$1,099,834$0199920092011YearValue
$1,735,759Latest year 2011

Participants Over Time

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

950199920052011YearValue
4Latest 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
201210$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-0$0$0-
201114$1,735,759$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4$1,735,759$0-
201014$1,751,948$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4$1,751,948$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200914$1,696,827$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4$1,696,827$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200814$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4---
200714$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4---
200614$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4---
200514$1,435,623$53,119$13,280iApproximate average salary by contribution assumption: employee only about $331,994 at 4% or $221,329 at 6%; with 50% employer match about $221,329 at 4% or $147,553 at 6%; with 100% employer match about $165,997 at 4% or $110,665 at 6%.
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4$1,435,623$53,119$13,280iApproximate average salary by contribution assumption: employee only about $331,994 at 4% or $221,329 at 6%; with 50% employer match about $221,329 at 4% or $147,553 at 6%; with 100% employer match about $165,997 at 4% or $110,665 at 6%.
200414$1,335,741$50,121$12,530iApproximate average salary by contribution assumption: employee only about $313,256 at 4% or $208,838 at 6%; with 50% employer match about $208,838 at 4% or $139,225 at 6%; with 100% employer match about $156,628 at 4% or $104,419 at 6%.
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4$1,335,741$50,121$12,530iApproximate average salary by contribution assumption: employee only about $313,256 at 4% or $208,838 at 6%; with 50% employer match about $208,838 at 4% or $139,225 at 6%; with 100% employer match about $156,628 at 4% or $104,419 at 6%.
200314$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-4---
200217$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-7---
200118$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-8---
200017$0$0-
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-7---
199919$2,199,668$63,818$7,091iApproximate average salary by contribution assumption: employee only about $177,272 at 4% or $118,181 at 6%; with 50% employer match about $118,181 at 4% or $78,788 at 6%; with 100% employer match about $88,636 at 4% or $59,091 at 6%.
Drs. Tucker & Rosen Comparability Profit-Sharing Plan & Trust-9$2,199,668$63,818$7,091iApproximate average salary by contribution assumption: employee only about $177,272 at 4% or $118,181 at 6%; with 50% employer match about $118,181 at 4% or $78,788 at 6%; with 100% employer match about $88,636 at 4% or $59,091 at 6%.