Sam Hanna, D.M.D.
Plan context: HANNA FAMILY DENTISTRY CASH BALANCE PENSION PLAN
EIN 04-3095134 • Milford, MA • 5 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,346,702
2024 Contributions
$511,585
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 4 | $1,346,702 | $511,585 | $127,896iApproximate average salary by contribution assumption: employee only about $3,197,406 at 4% or $2,131,604 at 6%; with 50% employer match about $2,131,604 at 4% or $1,421,069 at 6%; with 100% employer match about $1,598,703 at 4% or $1,065,802 at 6%. |
| HANNA FAMILY DENTISTRY CASH BALANCE PENSION PLAN | - | 4 | $1,323,875 | $494,749 | $123,687iApproximate average salary by contribution assumption: employee only about $3,092,181 at 4% or $2,061,454 at 6%; with 50% employer match about $2,061,454 at 4% or $1,374,303 at 6%; with 100% employer match about $1,546,091 at 4% or $1,030,727 at 6%. |
| Sam Hanna, D.M.D. Money Purchase Pension Plan | - | 3 | $22,827 | $16,836 | $5,612iApproximate average salary by contribution assumption: employee only about $140,300 at 4% or $93,533 at 6%; with 50% employer match about $93,533 at 4% or $62,356 at 6%; with 100% employer match about $70,150 at 4% or $46,767 at 6%. |
| 2023 | 2 | 4 | $822,550 | $460,091 | $115,023iApproximate average salary by contribution assumption: employee only about $2,875,569 at 4% or $1,917,046 at 6%; with 50% employer match about $1,917,046 at 4% or $1,278,031 at 6%; with 100% employer match about $1,437,784 at 4% or $958,523 at 6%. |
| HANNA FAMILY DENTISTRY CASH BALANCE PENSION PLAN | - | 4 | $817,967 | $455,575 | $113,894iApproximate average salary by contribution assumption: employee only about $2,847,344 at 4% or $1,898,229 at 6%; with 50% employer match about $1,898,229 at 4% or $1,265,486 at 6%; with 100% employer match about $1,423,672 at 4% or $949,115 at 6%. |
| Sam Hanna, D.M.D. Money Purchase Pension Plan | - | 4 | $4,583 | $4,516 | $1,129iApproximate average salary by contribution assumption: employee only about $28,225 at 4% or $18,817 at 6%; with 50% employer match about $18,817 at 4% or $12,544 at 6%; with 100% employer match about $14,113 at 4% or $9,408 at 6%. |
| 1999 | 1 | 1 | $368,340 | $35,635 | $35,635iApproximate average salary by contribution assumption: employee only about $890,875 at 4% or $593,917 at 6%; with 50% employer match about $593,917 at 4% or $395,944 at 6%; with 100% employer match about $445,438 at 4% or $296,958 at 6%. |
| Sam Hanna, D.M.D. Money Purchase Pension Plan | - | 1 | $368,340 | $35,635 | $35,635iApproximate average salary by contribution assumption: employee only about $890,875 at 4% or $593,917 at 6%; with 50% employer match about $593,917 at 4% or $395,944 at 6%; with 100% employer match about $445,438 at 4% or $296,958 at 6%. |