Civic Intelligence

Jeffrey W. Tocci, Dds PC

Plan context: JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN

EIN 04-3186462 • Wellesley Hills, MA • 27 filings • 5 plans

31 A Washington StreetWellesley Hills, MA 02493
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,585,381

2020 Contributions

$70,682

Historical Graphs

Total Assets Over Time

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

$1,597,950$798,975$0199920102019YearValue
$1,585,381Latest year 2019

Participants Over Time

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

1370199920092019YearValue
2Latest year 2019

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
202010$0$0-
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-0$0--
201922$1,585,381$70,682$35,341iApproximate average salary by contribution assumption: employee only about $883,525 at 4% or $589,017 at 6%; with 50% employer match about $589,017 at 4% or $392,678 at 6%; with 100% employer match about $441,763 at 4% or $294,508 at 6%.
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-2$795,859$4,003$2,002iApproximate average salary by contribution assumption: employee only about $50,038 at 4% or $33,358 at 6%; with 50% employer match about $33,358 at 4% or $22,239 at 6%; with 100% employer match about $25,019 at 4% or $16,679 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-2$789,522$66,679$33,340iApproximate average salary by contribution assumption: employee only about $833,488 at 4% or $555,658 at 6%; with 50% employer match about $555,658 at 4% or $370,439 at 6%; with 100% employer match about $416,744 at 4% or $277,829 at 6%.
2018211$1,597,950$256,648$23,332iApproximate average salary by contribution assumption: employee only about $583,291 at 4% or $388,861 at 6%; with 50% employer match about $388,861 at 4% or $259,240 at 6%; with 100% employer match about $291,645 at 4% or $194,430 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-11$884,176$94,348$8,577iApproximate average salary by contribution assumption: employee only about $214,427 at 4% or $142,952 at 6%; with 50% employer match about $142,952 at 4% or $95,301 at 6%; with 100% employer match about $107,214 at 4% or $71,476 at 6%.
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-8$713,774$162,300$20,288iApproximate average salary by contribution assumption: employee only about $507,188 at 4% or $338,125 at 6%; with 50% employer match about $338,125 at 4% or $225,417 at 6%; with 100% employer match about $253,594 at 4% or $169,063 at 6%.
2017211$1,428,510$292,863$26,624iApproximate average salary by contribution assumption: employee only about $665,598 at 4% or $443,732 at 6%; with 50% employer match about $443,732 at 4% or $295,821 at 6%; with 100% employer match about $332,799 at 4% or $221,866 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-11$845,317$104,492$9,499iApproximate average salary by contribution assumption: employee only about $237,482 at 4% or $158,321 at 6%; with 50% employer match about $158,321 at 4% or $105,547 at 6%; with 100% employer match about $118,741 at 4% or $79,161 at 6%.
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-8$583,193$188,371$23,546iApproximate average salary by contribution assumption: employee only about $588,659 at 4% or $392,440 at 6%; with 50% employer match about $392,440 at 4% or $261,626 at 6%; with 100% employer match about $294,330 at 4% or $196,220 at 6%.
2016213$1,006,051$300,028$23,079iApproximate average salary by contribution assumption: employee only about $576,977 at 4% or $384,651 at 6%; with 50% employer match about $384,651 at 4% or $256,434 at 6%; with 100% employer match about $288,488 at 4% or $192,326 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-13$662,331$135,799$10,446iApproximate average salary by contribution assumption: employee only about $261,152 at 4% or $174,101 at 6%; with 50% employer match about $174,101 at 4% or $116,068 at 6%; with 100% employer match about $130,576 at 4% or $87,051 at 6%.
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-8$343,720$164,229$20,529iApproximate average salary by contribution assumption: employee only about $513,216 at 4% or $342,144 at 6%; with 50% employer match about $342,144 at 4% or $228,096 at 6%; with 100% employer match about $256,608 at 4% or $171,072 at 6%.
2015213$641,075$262,621$20,202iApproximate average salary by contribution assumption: employee only about $505,040 at 4% or $336,694 at 6%; with 50% employer match about $336,694 at 4% or $224,462 at 6%; with 100% employer match about $252,520 at 4% or $168,347 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-13$476,790$98,119$7,548iApproximate average salary by contribution assumption: employee only about $188,690 at 4% or $125,794 at 6%; with 50% employer match about $125,794 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
JEFFREY W. TOCCI, DDS, PC CASH BALANCE PLAN-9$164,285$164,502$18,278iApproximate average salary by contribution assumption: employee only about $456,950 at 4% or $304,633 at 6%; with 50% employer match about $304,633 at 4% or $203,089 at 6%; with 100% employer match about $228,475 at 4% or $152,317 at 6%.
201417$387,713$68,827$9,832iApproximate average salary by contribution assumption: employee only about $245,811 at 4% or $163,874 at 6%; with 50% employer match about $163,874 at 4% or $109,249 at 6%; with 100% employer match about $122,905 at 4% or $81,937 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-7$387,713$68,827$9,832iApproximate average salary by contribution assumption: employee only about $245,811 at 4% or $163,874 at 6%; with 50% employer match about $163,874 at 4% or $109,249 at 6%; with 100% employer match about $122,905 at 4% or $81,937 at 6%.
201318$1,015,161$0-
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-8$1,015,161--
201219$982,154$0-
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-9$982,154--
2011110$911,195$66,178$6,618iApproximate average salary by contribution assumption: employee only about $165,445 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,148 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-10$911,195$66,178$6,618iApproximate average salary by contribution assumption: employee only about $165,445 at 4% or $110,297 at 6%; with 50% employer match about $110,297 at 4% or $73,531 at 6%; with 100% employer match about $82,723 at 4% or $55,148 at 6%.
2010111$893,512$71,178$6,471iApproximate average salary by contribution assumption: employee only about $161,768 at 4% or $107,845 at 6%; with 50% employer match about $107,845 at 4% or $71,897 at 6%; with 100% employer match about $80,884 at 4% or $53,923 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-11$893,512$71,178$6,471iApproximate average salary by contribution assumption: employee only about $161,768 at 4% or $107,845 at 6%; with 50% employer match about $107,845 at 4% or $71,897 at 6%; with 100% employer match about $80,884 at 4% or $53,923 at 6%.
2009111$783,053$58,000$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-11$783,053$58,000$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.
200817$581,716$79,082$11,297iApproximate average salary by contribution assumption: employee only about $282,436 at 4% or $188,290 at 6%; with 50% employer match about $188,290 at 4% or $125,527 at 6%; with 100% employer match about $141,218 at 4% or $94,145 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-7$581,716$79,082$11,297iApproximate average salary by contribution assumption: employee only about $282,436 at 4% or $188,290 at 6%; with 50% employer match about $188,290 at 4% or $125,527 at 6%; with 100% employer match about $141,218 at 4% or $94,145 at 6%.
200716$0$0-
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-6---
200615$704,966$61,000$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-5$704,966$61,000$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
200515$599,448$47,527$9,505iApproximate average salary by contribution assumption: employee only about $237,635 at 4% or $158,423 at 6%; with 50% employer match about $158,423 at 4% or $105,616 at 6%; with 100% employer match about $118,818 at 4% or $79,212 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-5$599,448$47,527$9,505iApproximate average salary by contribution assumption: employee only about $237,635 at 4% or $158,423 at 6%; with 50% employer match about $158,423 at 4% or $105,616 at 6%; with 100% employer match about $118,818 at 4% or $79,212 at 6%.
200416$533,645$57,353$9,559iApproximate average salary by contribution assumption: employee only about $238,971 at 4% or $159,314 at 6%; with 50% employer match about $159,314 at 4% or $106,209 at 6%; with 100% employer match about $119,485 at 4% or $79,657 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-6$533,645$57,353$9,559iApproximate average salary by contribution assumption: employee only about $238,971 at 4% or $159,314 at 6%; with 50% employer match about $159,314 at 4% or $106,209 at 6%; with 100% employer match about $119,485 at 4% or $79,657 at 6%.
200315$439,656$50,869$10,174iApproximate average salary by contribution assumption: employee only about $254,345 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,782 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-5$439,656$50,869$10,174iApproximate average salary by contribution assumption: employee only about $254,345 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,782 at 6%.
200216$276,721$52,810$8,802iApproximate average salary by contribution assumption: employee only about $220,042 at 4% or $146,694 at 6%; with 50% employer match about $146,694 at 4% or $97,796 at 6%; with 100% employer match about $110,021 at 4% or $73,347 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-6$276,721$52,810$8,802iApproximate average salary by contribution assumption: employee only about $220,042 at 4% or $146,694 at 6%; with 50% employer match about $146,694 at 4% or $97,796 at 6%; with 100% employer match about $110,021 at 4% or $73,347 at 6%.
200116$291,916$39,049$6,508iApproximate average salary by contribution assumption: employee only about $162,704 at 4% or $108,469 at 6%; with 50% employer match about $108,469 at 4% or $72,313 at 6%; with 100% employer match about $81,352 at 4% or $54,235 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-6$291,916$39,049$6,508iApproximate average salary by contribution assumption: employee only about $162,704 at 4% or $108,469 at 6%; with 50% employer match about $108,469 at 4% or $72,313 at 6%; with 100% employer match about $81,352 at 4% or $54,235 at 6%.
200015$272,571$0-
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-5$272,571--
199915$315,935$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jeffrey W. Tocci, Dds PC Profit Sharing Plan-5$315,935$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.