Civic Intelligence

Jonathan E. Neumann DDS

Plan context: Dr. Jonathan Neumann Profit Sharing Retirement Plan

EIN 04-2920734 • Palmer, MA • 24 filings • 1 plans

P.O. Box 677Palmer, MA 01069
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$2,800,268

2022 Contributions

$36,952

Historical Graphs

Total Assets Over Time

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

$2,800,268$1,400,134$0199920102021YearValue
$2,800,268Latest year 2021

Participants Over Time

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

420199920102021YearValue
3Latest 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
202210$0$36,952-
Dr. Jonathan Neumann Profit Sharing Retirement Plan-0-$36,952-
202113$2,800,268$27,179$9,060iApproximate average salary by contribution assumption: employee only about $226,492 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,246 at 4% or $75,497 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$2,800,268$27,179$9,060iApproximate average salary by contribution assumption: employee only about $226,492 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,246 at 4% or $75,497 at 6%.
202013$2,260,158$47,701$15,900iApproximate average salary by contribution assumption: employee only about $397,508 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$2,260,158$47,701$15,900iApproximate average salary by contribution assumption: employee only about $397,508 at 4% or $265,006 at 6%; with 50% employer match about $265,006 at 4% or $176,670 at 6%; with 100% employer match about $198,754 at 4% or $132,503 at 6%.
201913$1,978,346$49,316$16,439iApproximate average salary by contribution assumption: employee only about $410,967 at 4% or $273,978 at 6%; with 50% employer match about $273,978 at 4% or $182,652 at 6%; with 100% employer match about $205,483 at 4% or $136,989 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,978,346$49,316$16,439iApproximate average salary by contribution assumption: employee only about $410,967 at 4% or $273,978 at 6%; with 50% employer match about $273,978 at 4% or $182,652 at 6%; with 100% employer match about $205,483 at 4% or $136,989 at 6%.
201813$1,651,813$57,562$19,187iApproximate average salary by contribution assumption: employee only about $479,683 at 4% or $319,789 at 6%; with 50% employer match about $319,789 at 4% or $213,193 at 6%; with 100% employer match about $239,842 at 4% or $159,894 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,651,813$57,562$19,187iApproximate average salary by contribution assumption: employee only about $479,683 at 4% or $319,789 at 6%; with 50% employer match about $319,789 at 4% or $213,193 at 6%; with 100% employer match about $239,842 at 4% or $159,894 at 6%.
201713$1,753,925$53,579$17,860iApproximate average salary by contribution assumption: employee only about $446,492 at 4% or $297,661 at 6%; with 50% employer match about $297,661 at 4% or $198,441 at 6%; with 100% employer match about $223,246 at 4% or $148,831 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,753,925$53,579$17,860iApproximate average salary by contribution assumption: employee only about $446,492 at 4% or $297,661 at 6%; with 50% employer match about $297,661 at 4% or $198,441 at 6%; with 100% employer match about $223,246 at 4% or $148,831 at 6%.
201613$1,509,297$63,396$21,132iApproximate average salary by contribution assumption: employee only about $528,300 at 4% or $352,200 at 6%; with 50% employer match about $352,200 at 4% or $234,800 at 6%; with 100% employer match about $264,150 at 4% or $176,100 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,509,297$63,396$21,132iApproximate average salary by contribution assumption: employee only about $528,300 at 4% or $352,200 at 6%; with 50% employer match about $352,200 at 4% or $234,800 at 6%; with 100% employer match about $264,150 at 4% or $176,100 at 6%.
201513$1,360,394$38,144$12,715iApproximate average salary by contribution assumption: employee only about $317,867 at 4% or $211,911 at 6%; with 50% employer match about $211,911 at 4% or $141,274 at 6%; with 100% employer match about $158,933 at 4% or $105,956 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,360,394$38,144$12,715iApproximate average salary by contribution assumption: employee only about $317,867 at 4% or $211,911 at 6%; with 50% employer match about $211,911 at 4% or $141,274 at 6%; with 100% employer match about $158,933 at 4% or $105,956 at 6%.
201410$1,301,165$55,415-
Dr. Jonathan Neumann Profit Sharing Retirement Plan-0$1,301,165$55,415-
201313$1,129,570$60,962$20,321iApproximate average salary by contribution assumption: employee only about $508,017 at 4% or $338,678 at 6%; with 50% employer match about $338,678 at 4% or $225,785 at 6%; with 100% employer match about $254,008 at 4% or $169,339 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$1,129,570$60,962$20,321iApproximate average salary by contribution assumption: employee only about $508,017 at 4% or $338,678 at 6%; with 50% employer match about $338,678 at 4% or $225,785 at 6%; with 100% employer match about $254,008 at 4% or $169,339 at 6%.
201213$989,121$58,317$19,439iApproximate average salary by contribution assumption: employee only about $485,975 at 4% or $323,983 at 6%; with 50% employer match about $323,983 at 4% or $215,989 at 6%; with 100% employer match about $242,988 at 4% or $161,992 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$989,121$58,317$19,439iApproximate average salary by contribution assumption: employee only about $485,975 at 4% or $323,983 at 6%; with 50% employer match about $323,983 at 4% or $215,989 at 6%; with 100% employer match about $242,988 at 4% or $161,992 at 6%.
201112$873,814$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-2$873,814$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201012$790,345$67,985$33,993iApproximate average salary by contribution assumption: employee only about $849,813 at 4% or $566,542 at 6%; with 50% employer match about $566,542 at 4% or $377,694 at 6%; with 100% employer match about $424,906 at 4% or $283,271 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-2$790,345$67,985$33,993iApproximate average salary by contribution assumption: employee only about $849,813 at 4% or $566,542 at 6%; with 50% employer match about $566,542 at 4% or $377,694 at 6%; with 100% employer match about $424,906 at 4% or $283,271 at 6%.
200913$763,202$66,193$22,064iApproximate average salary by contribution assumption: employee only about $551,608 at 4% or $367,739 at 6%; with 50% employer match about $367,739 at 4% or $245,159 at 6%; with 100% employer match about $275,804 at 4% or $183,869 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$763,202$66,193$22,064iApproximate average salary by contribution assumption: employee only about $551,608 at 4% or $367,739 at 6%; with 50% employer match about $367,739 at 4% or $245,159 at 6%; with 100% employer match about $275,804 at 4% or $183,869 at 6%.
200813$676,393$64,624$21,541iApproximate average salary by contribution assumption: employee only about $538,533 at 4% or $359,022 at 6%; with 50% employer match about $359,022 at 4% or $239,348 at 6%; with 100% employer match about $269,267 at 4% or $179,511 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$676,393$64,624$21,541iApproximate average salary by contribution assumption: employee only about $538,533 at 4% or $359,022 at 6%; with 50% employer match about $359,022 at 4% or $239,348 at 6%; with 100% employer match about $269,267 at 4% or $179,511 at 6%.
200713$658,803$60,476$20,159iApproximate average salary by contribution assumption: employee only about $503,967 at 4% or $335,978 at 6%; with 50% employer match about $335,978 at 4% or $223,985 at 6%; with 100% employer match about $251,983 at 4% or $167,989 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$658,803$60,476$20,159iApproximate average salary by contribution assumption: employee only about $503,967 at 4% or $335,978 at 6%; with 50% employer match about $335,978 at 4% or $223,985 at 6%; with 100% employer match about $251,983 at 4% or $167,989 at 6%.
200613$552,784$58,422$19,474iApproximate average salary by contribution assumption: employee only about $486,850 at 4% or $324,567 at 6%; with 50% employer match about $324,567 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$552,784$58,422$19,474iApproximate average salary by contribution assumption: employee only about $486,850 at 4% or $324,567 at 6%; with 50% employer match about $324,567 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%.
200513$462,276$58,422$19,474iApproximate average salary by contribution assumption: employee only about $486,850 at 4% or $324,567 at 6%; with 50% employer match about $324,567 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$462,276$58,422$19,474iApproximate average salary by contribution assumption: employee only about $486,850 at 4% or $324,567 at 6%; with 50% employer match about $324,567 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%.
200413$391,316$56,469$18,823iApproximate average salary by contribution assumption: employee only about $470,575 at 4% or $313,717 at 6%; with 50% employer match about $313,717 at 4% or $209,144 at 6%; with 100% employer match about $235,288 at 4% or $156,858 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$391,316$56,469$18,823iApproximate average salary by contribution assumption: employee only about $470,575 at 4% or $313,717 at 6%; with 50% employer match about $313,717 at 4% or $209,144 at 6%; with 100% employer match about $235,288 at 4% or $156,858 at 6%.
200313$323,843$59,268$19,756iApproximate average salary by contribution assumption: employee only about $493,900 at 4% or $329,267 at 6%; with 50% employer match about $329,267 at 4% or $219,511 at 6%; with 100% employer match about $246,950 at 4% or $164,633 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-3$323,843$59,268$19,756iApproximate average salary by contribution assumption: employee only about $493,900 at 4% or $329,267 at 6%; with 50% employer match about $329,267 at 4% or $219,511 at 6%; with 100% employer match about $246,950 at 4% or $164,633 at 6%.
200214$278,015$39,994$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,094 at 6%; with 100% employer match about $124,981 at 4% or $83,321 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-4$278,015$39,994$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,094 at 6%; with 100% employer match about $124,981 at 4% or $83,321 at 6%.
200114$264,184$39,994$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,094 at 6%; with 100% employer match about $124,981 at 4% or $83,321 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-4$264,184$39,994$9,999iApproximate average salary by contribution assumption: employee only about $249,963 at 4% or $166,642 at 6%; with 50% employer match about $166,642 at 4% or $111,094 at 6%; with 100% employer match about $124,981 at 4% or $83,321 at 6%.
200014$307,674$37,210$9,303iApproximate average salary by contribution assumption: employee only about $232,563 at 4% or $155,042 at 6%; with 50% employer match about $155,042 at 4% or $103,361 at 6%; with 100% employer match about $116,281 at 4% or $77,521 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-4$307,674$37,210$9,303iApproximate average salary by contribution assumption: employee only about $232,563 at 4% or $155,042 at 6%; with 50% employer match about $155,042 at 4% or $103,361 at 6%; with 100% employer match about $116,281 at 4% or $77,521 at 6%.
199914$313,988$33,955$8,489iApproximate average salary by contribution assumption: employee only about $212,219 at 4% or $141,479 at 6%; with 50% employer match about $141,479 at 4% or $94,319 at 6%; with 100% employer match about $106,109 at 4% or $70,740 at 6%.
Dr. Jonathan Neumann Profit Sharing Retirement Plan-4$313,988$33,955$8,489iApproximate average salary by contribution assumption: employee only about $212,219 at 4% or $141,479 at 6%; with 50% employer match about $141,479 at 4% or $94,319 at 6%; with 100% employer match about $106,109 at 4% or $70,740 at 6%.