Richard E. Wolfert, DMD
Plan context: Richard E. Wolfert, DMD 401(K) Profit Sharing Plan
EIN 04-3136874 • South Weymouth, MA • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,219,029
2025 Contributions
$99,163
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $2,219,029 | $99,163 | $14,166iApproximate average salary by contribution assumption: employee only about $354,154 at 4% or $236,102 at 6%; with 50% employer match about $236,102 at 4% or $157,402 at 6%; with 100% employer match about $177,077 at 4% or $118,051 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 7 | $2,219,029 | $99,163 | $14,166iApproximate average salary by contribution assumption: employee only about $354,154 at 4% or $236,102 at 6%; with 50% employer match about $236,102 at 4% or $157,402 at 6%; with 100% employer match about $177,077 at 4% or $118,051 at 6%. |
| 2024 | 1 | 8 | $1,745,318 | $95,120 | $11,890iApproximate average salary by contribution assumption: employee only about $297,250 at 4% or $198,167 at 6%; with 50% employer match about $198,167 at 4% or $132,111 at 6%; with 100% employer match about $148,625 at 4% or $99,083 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 8 | $1,745,318 | $95,120 | $11,890iApproximate average salary by contribution assumption: employee only about $297,250 at 4% or $198,167 at 6%; with 50% employer match about $198,167 at 4% or $132,111 at 6%; with 100% employer match about $148,625 at 4% or $99,083 at 6%. |
| 2023 | 1 | 6 | $1,495,447 | $87,525 | $14,588iApproximate average salary by contribution assumption: employee only about $364,688 at 4% or $243,125 at 6%; with 50% employer match about $243,125 at 4% or $162,083 at 6%; with 100% employer match about $182,344 at 4% or $121,563 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 6 | $1,495,447 | $87,525 | $14,588iApproximate average salary by contribution assumption: employee only about $364,688 at 4% or $243,125 at 6%; with 50% employer match about $243,125 at 4% or $162,083 at 6%; with 100% employer match about $182,344 at 4% or $121,563 at 6%. |
| 2022 | 1 | 5 | $1,310,323 | $80,469 | $16,094iApproximate average salary by contribution assumption: employee only about $402,345 at 4% or $268,230 at 6%; with 50% employer match about $268,230 at 4% or $178,820 at 6%; with 100% employer match about $201,173 at 4% or $134,115 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 5 | $1,310,323 | $80,469 | $16,094iApproximate average salary by contribution assumption: employee only about $402,345 at 4% or $268,230 at 6%; with 50% employer match about $268,230 at 4% or $178,820 at 6%; with 100% employer match about $201,173 at 4% or $134,115 at 6%. |
| 2021 | 1 | 4 | $1,277,259 | $75,193 | $18,798iApproximate average salary by contribution assumption: employee only about $469,956 at 4% or $313,304 at 6%; with 50% employer match about $313,304 at 4% or $208,869 at 6%; with 100% employer match about $234,978 at 4% or $156,652 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 4 | $1,277,259 | $75,193 | $18,798iApproximate average salary by contribution assumption: employee only about $469,956 at 4% or $313,304 at 6%; with 50% employer match about $313,304 at 4% or $208,869 at 6%; with 100% employer match about $234,978 at 4% or $156,652 at 6%. |
| 2020 | 1 | 5 | $1,128,789 | $78,199 | $15,640iApproximate average salary by contribution assumption: employee only about $390,995 at 4% or $260,663 at 6%; with 50% employer match about $260,663 at 4% or $173,776 at 6%; with 100% employer match about $195,498 at 4% or $130,332 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 5 | $1,128,789 | $78,199 | $15,640iApproximate average salary by contribution assumption: employee only about $390,995 at 4% or $260,663 at 6%; with 50% employer match about $260,663 at 4% or $173,776 at 6%; with 100% employer match about $195,498 at 4% or $130,332 at 6%. |
| 2019 | 1 | 5 | $1,007,279 | $87,031 | $17,406iApproximate average salary by contribution assumption: employee only about $435,155 at 4% or $290,103 at 6%; with 50% employer match about $290,103 at 4% or $193,402 at 6%; with 100% employer match about $217,578 at 4% or $145,052 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 5 | $1,007,279 | $87,031 | $17,406iApproximate average salary by contribution assumption: employee only about $435,155 at 4% or $290,103 at 6%; with 50% employer match about $290,103 at 4% or $193,402 at 6%; with 100% employer match about $217,578 at 4% or $145,052 at 6%. |
| 2018 | 1 | 5 | $784,719 | $80,435 | $16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 5 | $784,719 | $80,435 | $16,087iApproximate average salary by contribution assumption: employee only about $402,175 at 4% or $268,117 at 6%; with 50% employer match about $268,117 at 4% or $178,744 at 6%; with 100% employer match about $201,088 at 4% or $134,058 at 6%. |
| 2017 | 1 | 5 | $763,671 | $729,491 | $145,898iApproximate average salary by contribution assumption: employee only about $3,647,455 at 4% or $2,431,637 at 6%; with 50% employer match about $2,431,637 at 4% or $1,621,091 at 6%; with 100% employer match about $1,823,728 at 4% or $1,215,818 at 6%. |
| Richard E. Wolfert, DMD 401(K) Profit Sharing Plan | - | 5 | $763,671 | $729,491 | $145,898iApproximate average salary by contribution assumption: employee only about $3,647,455 at 4% or $2,431,637 at 6%; with 50% employer match about $2,431,637 at 4% or $1,621,091 at 6%; with 100% employer match about $1,823,728 at 4% or $1,215,818 at 6%. |