Civic Intelligence

Joan R. Courtman, DMD

Plan context: Joan R. Courtman, DMD Profit Sharing Plan

EIN 04-3078738 • Worcester, MA • 10 filings • 2 plans

111 Elm StreetSuite 202Worcester, MA 01609
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$326,253

2012 Contributions

$27,160

Historical Graphs

Total Assets Over Time

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

$334,435$167,218$0199920062011YearValue
$326,253Latest year 2011

Participants Over Time

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

420199920052011YearValue
3Latest 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-
Joan R. Courtman, DMD Profit Sharing Plan-0$0$0-
201113$326,253$0-
Joan R. Courtman, DMD Profit Sharing Plan-3$326,253$0-
201013$334,435$27,160$9,053iApproximate average salary by contribution assumption: employee only about $226,333 at 4% or $150,889 at 6%; with 50% employer match about $150,889 at 4% or $100,593 at 6%; with 100% employer match about $113,167 at 4% or $75,444 at 6%.
Joan R. Courtman, DMD Profit Sharing Plan-3$334,435$27,160$9,053iApproximate average salary by contribution assumption: employee only about $226,333 at 4% or $150,889 at 6%; with 50% employer match about $150,889 at 4% or $100,593 at 6%; with 100% employer match about $113,167 at 4% or $75,444 at 6%.
200914$279,516$37,060$9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%.
Joan R. Courtman, DMD Profit Sharing Plan-4$279,516$37,060$9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%.
200614$182,130$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%.
Joan R. Courtman, DMD Profit Sharing Plan-4$182,130$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%.
200513$147,194$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Joan R. Courtman, DMD Profit Sharing Plan-3$147,194$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200413$116,304$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Joan R. Courtman, DMD Profit Sharing Plan-3$116,304$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200314$86,398$0-
Joan R. Courtman, DMD Profit Sharing Plan-4$86,398--
200214$0$0-
Joan R. Courtman, DMD Profit Sharing Plan-4---
199912$40,565$20,000$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%.
Joan R. Courtman, DMD Profit Sharing Plan-2$40,565$20,000$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%.