Civic Intelligence

James M. Phelan, D.M.D.

Plan context: James M. Phelan, D.M.D. Profit Sharing Plan

EIN 04-2969131 • South Attleboro, MA • 19 filings • 3 plans

3 Howarth AvenueSouth Attleboro, MA 02703
Current Snapshot

Latest Year

2018

2018 Participants

10

2018 Assets

$2,197,429

2018 Contributions

$144,656

Historical Graphs

Total Assets Over Time

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

$2,509,875$1,254,938$0199920102018YearValue
$2,197,429Latest year 2018

Participants Over Time

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

1160199920092018YearValue
10Latest year 2018

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
2018110$2,197,429$144,656$14,466iApproximate average salary by contribution assumption: employee only about $361,640 at 4% or $241,093 at 6%; with 50% employer match about $241,093 at 4% or $160,729 at 6%; with 100% employer match about $180,820 at 4% or $120,547 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$2,197,429$144,656$14,466iApproximate average salary by contribution assumption: employee only about $361,640 at 4% or $241,093 at 6%; with 50% employer match about $241,093 at 4% or $160,729 at 6%; with 100% employer match about $180,820 at 4% or $120,547 at 6%.
2017110$2,509,875$144,872$14,487iApproximate average salary by contribution assumption: employee only about $362,180 at 4% or $241,453 at 6%; with 50% employer match about $241,453 at 4% or $160,969 at 6%; with 100% employer match about $181,090 at 4% or $120,727 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$2,509,875$144,872$14,487iApproximate average salary by contribution assumption: employee only about $362,180 at 4% or $241,453 at 6%; with 50% employer match about $241,453 at 4% or $160,969 at 6%; with 100% employer match about $181,090 at 4% or $120,727 at 6%.
2016110$2,011,506$310,757$31,076iApproximate average salary by contribution assumption: employee only about $776,893 at 4% or $517,928 at 6%; with 50% employer match about $517,928 at 4% or $345,286 at 6%; with 100% employer match about $388,446 at 4% or $258,964 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$2,011,506$310,757$31,076iApproximate average salary by contribution assumption: employee only about $776,893 at 4% or $517,928 at 6%; with 50% employer match about $517,928 at 4% or $345,286 at 6%; with 100% employer match about $388,446 at 4% or $258,964 at 6%.
2015110$1,723,205$129,583$12,958iApproximate average salary by contribution assumption: employee only about $323,958 at 4% or $215,972 at 6%; with 50% employer match about $215,972 at 4% or $143,981 at 6%; with 100% employer match about $161,979 at 4% or $107,986 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$1,723,205$129,583$12,958iApproximate average salary by contribution assumption: employee only about $323,958 at 4% or $215,972 at 6%; with 50% employer match about $215,972 at 4% or $143,981 at 6%; with 100% employer match about $161,979 at 4% or $107,986 at 6%.
2014111$1,623,540$115,573$10,507iApproximate average salary by contribution assumption: employee only about $262,666 at 4% or $175,111 at 6%; with 50% employer match about $175,111 at 4% or $116,740 at 6%; with 100% employer match about $131,333 at 4% or $87,555 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-11$1,623,540$115,573$10,507iApproximate average salary by contribution assumption: employee only about $262,666 at 4% or $175,111 at 6%; with 50% employer match about $175,111 at 4% or $116,740 at 6%; with 100% employer match about $131,333 at 4% or $87,555 at 6%.
2013111$1,458,975$69,308$6,301iApproximate average salary by contribution assumption: employee only about $157,518 at 4% or $105,012 at 6%; with 50% employer match about $105,012 at 4% or $70,008 at 6%; with 100% employer match about $78,759 at 4% or $52,506 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-11$1,458,975$69,308$6,301iApproximate average salary by contribution assumption: employee only about $157,518 at 4% or $105,012 at 6%; with 50% employer match about $105,012 at 4% or $70,008 at 6%; with 100% employer match about $78,759 at 4% or $52,506 at 6%.
2012110$1,247,878$75,795$7,580iApproximate average salary by contribution assumption: employee only about $189,488 at 4% or $126,325 at 6%; with 50% employer match about $126,325 at 4% or $84,217 at 6%; with 100% employer match about $94,744 at 4% or $63,163 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$1,247,878$75,795$7,580iApproximate average salary by contribution assumption: employee only about $189,488 at 4% or $126,325 at 6%; with 50% employer match about $126,325 at 4% or $84,217 at 6%; with 100% employer match about $94,744 at 4% or $63,163 at 6%.
2011110$1,032,768$68,985$6,899iApproximate average salary by contribution assumption: employee only about $172,463 at 4% or $114,975 at 6%; with 50% employer match about $114,975 at 4% or $76,650 at 6%; with 100% employer match about $86,231 at 4% or $57,488 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-10$1,032,768$68,985$6,899iApproximate average salary by contribution assumption: employee only about $172,463 at 4% or $114,975 at 6%; with 50% employer match about $114,975 at 4% or $76,650 at 6%; with 100% employer match about $86,231 at 4% or $57,488 at 6%.
2010111$1,016,097$101,223$9,202iApproximate average salary by contribution assumption: employee only about $230,052 at 4% or $153,368 at 6%; with 50% employer match about $153,368 at 4% or $102,245 at 6%; with 100% employer match about $115,026 at 4% or $76,684 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-11$1,016,097$101,223$9,202iApproximate average salary by contribution assumption: employee only about $230,052 at 4% or $153,368 at 6%; with 50% employer match about $153,368 at 4% or $102,245 at 6%; with 100% employer match about $115,026 at 4% or $76,684 at 6%.
2009111$817,102$58,325$5,302iApproximate average salary by contribution assumption: employee only about $132,557 at 4% or $88,371 at 6%; with 50% employer match about $88,371 at 4% or $58,914 at 6%; with 100% employer match about $66,278 at 4% or $44,186 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-11$817,102$58,325$5,302iApproximate average salary by contribution assumption: employee only about $132,557 at 4% or $88,371 at 6%; with 50% employer match about $88,371 at 4% or $58,914 at 6%; with 100% employer match about $66,278 at 4% or $44,186 at 6%.
200818$0$0-
James M. Phelan, D.M.D. Profit Sharing Plan-8---
200615$707,026$17,229$3,446iApproximate average salary by contribution assumption: employee only about $86,145 at 4% or $57,430 at 6%; with 50% employer match about $57,430 at 4% or $38,287 at 6%; with 100% employer match about $43,073 at 4% or $28,715 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-5$707,026$17,229$3,446iApproximate average salary by contribution assumption: employee only about $86,145 at 4% or $57,430 at 6%; with 50% employer match about $57,430 at 4% or $38,287 at 6%; with 100% employer match about $43,073 at 4% or $28,715 at 6%.
200514$606,747$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-4$606,747$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200415$513,745$20,086$4,017iApproximate average salary by contribution assumption: employee only about $100,430 at 4% or $66,953 at 6%; with 50% employer match about $66,953 at 4% or $44,636 at 6%; with 100% employer match about $50,215 at 4% or $33,477 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-5$513,745$20,086$4,017iApproximate average salary by contribution assumption: employee only about $100,430 at 4% or $66,953 at 6%; with 50% employer match about $66,953 at 4% or $44,636 at 6%; with 100% employer match about $50,215 at 4% or $33,477 at 6%.
200315$423,412$27,408$5,482iApproximate average salary by contribution assumption: employee only about $137,040 at 4% or $91,360 at 6%; with 50% employer match about $91,360 at 4% or $60,907 at 6%; with 100% employer match about $68,520 at 4% or $45,680 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-5$423,412$27,408$5,482iApproximate average salary by contribution assumption: employee only about $137,040 at 4% or $91,360 at 6%; with 50% employer match about $91,360 at 4% or $60,907 at 6%; with 100% employer match about $68,520 at 4% or $45,680 at 6%.
200216$298,399$50,669$8,445iApproximate average salary by contribution assumption: employee only about $211,121 at 4% or $140,747 at 6%; with 50% employer match about $140,747 at 4% or $93,831 at 6%; with 100% employer match about $105,560 at 4% or $70,374 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-6$298,399$50,669$8,445iApproximate average salary by contribution assumption: employee only about $211,121 at 4% or $140,747 at 6%; with 50% employer match about $140,747 at 4% or $93,831 at 6%; with 100% employer match about $105,560 at 4% or $70,374 at 6%.
200116$0$0-
James M. Phelan, D.M.D. Profit Sharing Plan-6---
200015$218,542$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-5$218,542$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
199914$194,349$34,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
James M. Phelan, D.M.D. Profit Sharing Plan-4$194,349$34,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.