Civic Intelligence

Neville DMD and Sergi Jr DMD

Plan context: The Neville and Sergi Profit Sharing Plan & Trust

EIN 04-2744631 • Norwell, MA • 36 filings • 7 plans

80 Washington St, Bldg N-51Norwell, MA 02061
Current Snapshot

Latest Year

2022

2022 Participants

47

2022 Assets

$11,593,493

2022 Contributions

$629,313

Historical Graphs

Total Assets Over Time

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

$11,593,493$5,796,747$0199920112021YearValue
$11,593,493Latest year 2021

Participants Over Time

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

47240199920112021YearValue
47Latest year 2021

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
202220$0$0-
The Neville and Sergi Profit Sharing Plan & Trust-0$0--
ORAL SURGERY SOUTH, P.C. CASH BALANCE PENSION PLAN-0$0--
2021247$11,593,493$629,313$13,390iApproximate average salary by contribution assumption: employee only about $334,741 at 4% or $223,161 at 6%; with 50% employer match about $223,161 at 4% or $148,774 at 6%; with 100% employer match about $167,370 at 4% or $111,580 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-47$10,845,850$444,220$9,451iApproximate average salary by contribution assumption: employee only about $236,287 at 4% or $157,525 at 6%; with 50% employer match about $157,525 at 4% or $105,017 at 6%; with 100% employer match about $118,144 at 4% or $78,762 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PENSION PLAN-23$747,643$185,093$8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%.
2020237$10,346,659$590,484$15,959iApproximate average salary by contribution assumption: employee only about $398,976 at 4% or $265,984 at 6%; with 50% employer match about $265,984 at 4% or $177,323 at 6%; with 100% employer match about $199,488 at 4% or $132,992 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-37$9,807,392$426,867$11,537iApproximate average salary by contribution assumption: employee only about $288,424 at 4% or $192,282 at 6%; with 50% employer match about $192,282 at 4% or $128,188 at 6%; with 100% employer match about $144,212 at 4% or $96,141 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PENSION PLAN-21$539,267$163,617$7,791iApproximate average salary by contribution assumption: employee only about $194,782 at 4% or $129,855 at 6%; with 50% employer match about $129,855 at 4% or $86,570 at 6%; with 100% employer match about $97,391 at 4% or $64,927 at 6%.
2019234$8,462,843$526,843$15,495iApproximate average salary by contribution assumption: employee only about $387,385 at 4% or $258,256 at 6%; with 50% employer match about $258,256 at 4% or $172,171 at 6%; with 100% employer match about $193,692 at 4% or $129,128 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-34$8,109,217$372,404$10,953iApproximate average salary by contribution assumption: employee only about $273,826 at 4% or $182,551 at 6%; with 50% employer match about $182,551 at 4% or $121,701 at 6%; with 100% employer match about $136,913 at 4% or $91,275 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PENSION PLAN-20$353,626$154,439$7,722iApproximate average salary by contribution assumption: employee only about $193,049 at 4% or $128,699 at 6%; with 50% employer match about $128,699 at 4% or $85,799 at 6%; with 100% employer match about $96,524 at 4% or $64,350 at 6%.
2018247$6,855,430$1,705,011$36,277iApproximate average salary by contribution assumption: employee only about $906,921 at 4% or $604,614 at 6%; with 50% employer match about $604,614 at 4% or $403,076 at 6%; with 100% employer match about $453,460 at 4% or $302,307 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-47$6,660,595$1,510,176$32,131iApproximate average salary by contribution assumption: employee only about $803,285 at 4% or $535,523 at 6%; with 50% employer match about $535,523 at 4% or $357,016 at 6%; with 100% employer match about $401,643 at 4% or $267,762 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PENSION PLAN-20$194,835$194,835$9,742iApproximate average salary by contribution assumption: employee only about $243,544 at 4% or $162,363 at 6%; with 50% employer match about $162,363 at 4% or $108,242 at 6%; with 100% employer match about $121,772 at 4% or $81,181 at 6%.
2017243$5,601,626$396,750$9,227iApproximate average salary by contribution assumption: employee only about $230,669 at 4% or $153,779 at 6%; with 50% employer match about $153,779 at 4% or $102,519 at 6%; with 100% employer match about $115,334 at 4% or $76,890 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-43$5,601,626$396,750$9,227iApproximate average salary by contribution assumption: employee only about $230,669 at 4% or $153,779 at 6%; with 50% employer match about $153,779 at 4% or $102,519 at 6%; with 100% employer match about $115,334 at 4% or $76,890 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-0$0--
2016244$6,441,836$465,226$10,573iApproximate average salary by contribution assumption: employee only about $264,333 at 4% or $176,222 at 6%; with 50% employer match about $176,222 at 4% or $117,481 at 6%; with 100% employer match about $132,166 at 4% or $88,111 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-44$5,001,620$276,769$6,290iApproximate average salary by contribution assumption: employee only about $157,255 at 4% or $104,837 at 6%; with 50% employer match about $104,837 at 4% or $69,891 at 6%; with 100% employer match about $78,628 at 4% or $52,418 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-39$1,440,216$188,457$4,832iApproximate average salary by contribution assumption: employee only about $120,806 at 4% or $80,537 at 6%; with 50% employer match about $80,537 at 4% or $53,691 at 6%; with 100% employer match about $60,403 at 4% or $40,269 at 6%.
2015243$5,732,420$491,140$11,422iApproximate average salary by contribution assumption: employee only about $285,547 at 4% or $190,364 at 6%; with 50% employer match about $190,364 at 4% or $126,910 at 6%; with 100% employer match about $142,773 at 4% or $95,182 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-43$4,505,363$291,292$6,774iApproximate average salary by contribution assumption: employee only about $169,356 at 4% or $112,904 at 6%; with 50% employer match about $112,904 at 4% or $75,269 at 6%; with 100% employer match about $84,678 at 4% or $56,452 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-35$1,227,057$199,848$5,710iApproximate average salary by contribution assumption: employee only about $142,749 at 4% or $95,166 at 6%; with 50% employer match about $95,166 at 4% or $63,444 at 6%; with 100% employer match about $71,374 at 4% or $47,583 at 6%.
2014236$5,291,681$522,346$14,510iApproximate average salary by contribution assumption: employee only about $362,740 at 4% or $241,827 at 6%; with 50% employer match about $241,827 at 4% or $161,218 at 6%; with 100% employer match about $181,370 at 4% or $120,913 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-36$4,248,015$300,793$8,355iApproximate average salary by contribution assumption: employee only about $208,884 at 4% or $139,256 at 6%; with 50% employer match about $139,256 at 4% or $92,837 at 6%; with 100% employer match about $104,442 at 4% or $69,628 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-32$1,043,666$221,553$6,924iApproximate average salary by contribution assumption: employee only about $173,088 at 4% or $115,392 at 6%; with 50% employer match about $115,392 at 4% or $76,928 at 6%; with 100% employer match about $86,544 at 4% or $57,696 at 6%.
2013238$4,653,314$513,731$13,519iApproximate average salary by contribution assumption: employee only about $337,981 at 4% or $225,321 at 6%; with 50% employer match about $225,321 at 4% or $150,214 at 6%; with 100% employer match about $168,990 at 4% or $112,660 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-38$3,856,779$306,164$8,057iApproximate average salary by contribution assumption: employee only about $201,424 at 4% or $134,282 at 6%; with 50% employer match about $134,282 at 4% or $89,522 at 6%; with 100% employer match about $100,712 at 4% or $67,141 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-30$796,535$207,567$6,919iApproximate average salary by contribution assumption: employee only about $172,973 at 4% or $115,315 at 6%; with 50% employer match about $115,315 at 4% or $76,877 at 6%; with 100% employer match about $86,486 at 4% or $57,658 at 6%.
2012241$3,664,158$499,415$12,181iApproximate average salary by contribution assumption: employee only about $304,521 at 4% or $203,014 at 6%; with 50% employer match about $203,014 at 4% or $135,343 at 6%; with 100% employer match about $152,261 at 4% or $101,507 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-41$3,121,803$301,118$7,344iApproximate average salary by contribution assumption: employee only about $183,609 at 4% or $122,406 at 6%; with 50% employer match about $122,406 at 4% or $81,604 at 6%; with 100% employer match about $91,804 at 4% or $61,203 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-29$542,355$198,297$6,838iApproximate average salary by contribution assumption: employee only about $170,946 at 4% or $113,964 at 6%; with 50% employer match about $113,964 at 4% or $75,976 at 6%; with 100% employer match about $85,473 at 4% or $56,982 at 6%.
2011241$3,479,243$482,209$11,761iApproximate average salary by contribution assumption: employee only about $294,030 at 4% or $196,020 at 6%; with 50% employer match about $196,020 at 4% or $130,680 at 6%; with 100% employer match about $147,015 at 4% or $98,010 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-41$3,155,433$297,934$7,267iApproximate average salary by contribution assumption: employee only about $181,667 at 4% or $121,111 at 6%; with 50% employer match about $121,111 at 4% or $80,741 at 6%; with 100% employer match about $90,834 at 4% or $60,556 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-31$323,810$184,275$5,944iApproximate average salary by contribution assumption: employee only about $148,609 at 4% or $99,073 at 6%; with 50% employer match about $99,073 at 4% or $66,048 at 6%; with 100% employer match about $74,304 at 4% or $49,536 at 6%.
2010241$3,230,014$519,001$12,659iApproximate average salary by contribution assumption: employee only about $316,464 at 4% or $210,976 at 6%; with 50% employer match about $210,976 at 4% or $140,651 at 6%; with 100% employer match about $158,232 at 4% or $105,488 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-41$3,083,164$372,151$9,077iApproximate average salary by contribution assumption: employee only about $226,921 at 4% or $151,281 at 6%; with 50% employer match about $151,281 at 4% or $100,854 at 6%; with 100% employer match about $113,461 at 4% or $75,640 at 6%.
ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN-24$146,850$146,850$6,119iApproximate average salary by contribution assumption: employee only about $152,969 at 4% or $101,979 at 6%; with 50% employer match about $101,979 at 4% or $67,986 at 6%; with 100% employer match about $76,484 at 4% or $50,990 at 6%.
2009131$2,422,206$264,623$8,536iApproximate average salary by contribution assumption: employee only about $213,406 at 4% or $142,270 at 6%; with 50% employer match about $142,270 at 4% or $94,847 at 6%; with 100% employer match about $106,703 at 4% or $71,135 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-31$2,422,206$264,623$8,536iApproximate average salary by contribution assumption: employee only about $213,406 at 4% or $142,270 at 6%; with 50% employer match about $142,270 at 4% or $94,847 at 6%; with 100% employer match about $106,703 at 4% or $71,135 at 6%.
2008130$1,743,629$252,204$8,407iApproximate average salary by contribution assumption: employee only about $210,170 at 4% or $140,113 at 6%; with 50% employer match about $140,113 at 4% or $93,409 at 6%; with 100% employer match about $105,085 at 4% or $70,057 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-30$1,743,629$252,204$8,407iApproximate average salary by contribution assumption: employee only about $210,170 at 4% or $140,113 at 6%; with 50% employer match about $140,113 at 4% or $93,409 at 6%; with 100% employer match about $105,085 at 4% or $70,057 at 6%.
2007128$2,322,191$255,141$9,112iApproximate average salary by contribution assumption: employee only about $227,804 at 4% or $151,870 at 6%; with 50% employer match about $151,870 at 4% or $101,246 at 6%; with 100% employer match about $113,902 at 4% or $75,935 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-28$2,322,191$255,141$9,112iApproximate average salary by contribution assumption: employee only about $227,804 at 4% or $151,870 at 6%; with 50% employer match about $151,870 at 4% or $101,246 at 6%; with 100% employer match about $113,902 at 4% or $75,935 at 6%.
2006131$1,926,686$218,412$7,046iApproximate average salary by contribution assumption: employee only about $176,139 at 4% or $117,426 at 6%; with 50% employer match about $117,426 at 4% or $78,284 at 6%; with 100% employer match about $88,069 at 4% or $58,713 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-31$1,926,686$218,412$7,046iApproximate average salary by contribution assumption: employee only about $176,139 at 4% or $117,426 at 6%; with 50% employer match about $117,426 at 4% or $78,284 at 6%; with 100% employer match about $88,069 at 4% or $58,713 at 6%.
2005129$1,567,971$195,134$6,729iApproximate average salary by contribution assumption: employee only about $168,219 at 4% or $112,146 at 6%; with 50% employer match about $112,146 at 4% or $74,764 at 6%; with 100% employer match about $84,109 at 4% or $56,073 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-29$1,567,971$195,134$6,729iApproximate average salary by contribution assumption: employee only about $168,219 at 4% or $112,146 at 6%; with 50% employer match about $112,146 at 4% or $74,764 at 6%; with 100% employer match about $84,109 at 4% or $56,073 at 6%.
2004126$1,296,276$164,328$6,320iApproximate average salary by contribution assumption: employee only about $158,008 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,226 at 6%; with 100% employer match about $79,004 at 4% or $52,669 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-26$1,296,276$164,328$6,320iApproximate average salary by contribution assumption: employee only about $158,008 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,226 at 6%; with 100% employer match about $79,004 at 4% or $52,669 at 6%.
2003123$1,035,541$118,754$5,163iApproximate average salary by contribution assumption: employee only about $129,080 at 4% or $86,054 at 6%; with 50% employer match about $86,054 at 4% or $57,369 at 6%; with 100% employer match about $64,540 at 4% or $43,027 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-23$1,035,541$118,754$5,163iApproximate average salary by contribution assumption: employee only about $129,080 at 4% or $86,054 at 6%; with 50% employer match about $86,054 at 4% or $57,369 at 6%; with 100% employer match about $64,540 at 4% or $43,027 at 6%.
2002120$775,476$169,522$8,476iApproximate average salary by contribution assumption: employee only about $211,903 at 4% or $141,268 at 6%; with 50% employer match about $141,268 at 4% or $94,179 at 6%; with 100% employer match about $105,951 at 4% or $70,634 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-20$775,476$169,522$8,476iApproximate average salary by contribution assumption: employee only about $211,903 at 4% or $141,268 at 6%; with 50% employer match about $141,268 at 4% or $94,179 at 6%; with 100% employer match about $105,951 at 4% or $70,634 at 6%.
2001120$661,023$128,629$6,431iApproximate average salary by contribution assumption: employee only about $160,786 at 4% or $107,191 at 6%; with 50% employer match about $107,191 at 4% or $71,461 at 6%; with 100% employer match about $80,393 at 4% or $53,595 at 6%.
The Neville and Sergi Profit Sharing Plan & Trust-20$661,023$128,629$6,431iApproximate average salary by contribution assumption: employee only about $160,786 at 4% or $107,191 at 6%; with 50% employer match about $107,191 at 4% or $71,461 at 6%; with 100% employer match about $80,393 at 4% or $53,595 at 6%.
1999115$524,570$0-
The Neville and Sergi Profit Sharing Plan & Trust-15$524,570--