Civic Intelligence

Marguerite Fallon DMD Inc.

Plan context: Marguerite M. Fallon, DMD Inc. Cash Balance Plan

EIN 04-3329302 • Weston, MA • 42 filings • 7 plans

101 River RoadWeston, MA 02493
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,346,459

2020 Contributions

$76,315

Historical Graphs

Total Assets Over Time

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

$2,480,799$1,240,400$0199920122020YearValue
$2,346,459Latest year 2020

Participants Over Time

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

420199920102020YearValue
3Latest year 2020

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
202043$2,346,459$0-
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-1$1,883,929--
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-3$462,530--
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-0$0--
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-0$0--
201924$2,480,799$76,315$19,079iApproximate average salary by contribution assumption: employee only about $476,969 at 4% or $317,979 at 6%; with 50% employer match about $317,979 at 4% or $211,986 at 6%; with 100% employer match about $238,484 at 4% or $158,990 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$1,944,406$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%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$536,393$51,315$12,829iApproximate average salary by contribution assumption: employee only about $320,719 at 4% or $213,813 at 6%; with 50% employer match about $213,813 at 4% or $142,542 at 6%; with 100% employer match about $160,359 at 4% or $106,906 at 6%.
201824$2,409,669$225,000$56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$1,886,392$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$523,277$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%.
201724$2,154,887$318,820$79,705iApproximate average salary by contribution assumption: employee only about $1,992,625 at 4% or $1,328,417 at 6%; with 50% employer match about $1,328,417 at 4% or $885,611 at 6%; with 100% employer match about $996,313 at 4% or $664,208 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$1,663,623$269,658$89,886iApproximate average salary by contribution assumption: employee only about $2,247,150 at 4% or $1,498,100 at 6%; with 50% employer match about $1,498,100 at 4% or $998,733 at 6%; with 100% employer match about $1,123,575 at 4% or $749,050 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$491,264$49,162$12,291iApproximate average salary by contribution assumption: employee only about $307,263 at 4% or $204,842 at 6%; with 50% employer match about $204,842 at 4% or $136,561 at 6%; with 100% employer match about $153,631 at 4% or $102,421 at 6%.
201624$1,826,699$271,647$67,912iApproximate average salary by contribution assumption: employee only about $1,697,794 at 4% or $1,131,863 at 6%; with 50% employer match about $1,131,863 at 4% or $754,575 at 6%; with 100% employer match about $848,897 at 4% or $565,931 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$1,386,938$226,387$75,462iApproximate average salary by contribution assumption: employee only about $1,886,558 at 4% or $1,257,706 at 6%; with 50% employer match about $1,257,706 at 4% or $838,470 at 6%; with 100% employer match about $943,279 at 4% or $628,853 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$439,761$45,260$11,315iApproximate average salary by contribution assumption: employee only about $282,875 at 4% or $188,583 at 6%; with 50% employer match about $188,583 at 4% or $125,722 at 6%; with 100% employer match about $141,438 at 4% or $94,292 at 6%.
201524$1,553,715$260,139$65,035iApproximate average salary by contribution assumption: employee only about $1,625,869 at 4% or $1,083,913 at 6%; with 50% employer match about $1,083,913 at 4% or $722,608 at 6%; with 100% employer match about $812,934 at 4% or $541,956 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$1,159,572$215,371$71,790iApproximate average salary by contribution assumption: employee only about $1,794,758 at 4% or $1,196,506 at 6%; with 50% employer match about $1,196,506 at 4% or $797,670 at 6%; with 100% employer match about $897,379 at 4% or $598,253 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$394,143$44,768$11,192iApproximate average salary by contribution assumption: employee only about $279,800 at 4% or $186,533 at 6%; with 50% employer match about $186,533 at 4% or $124,356 at 6%; with 100% employer match about $139,900 at 4% or $93,267 at 6%.
201424$1,293,464$247,187$61,797iApproximate average salary by contribution assumption: employee only about $1,544,919 at 4% or $1,029,946 at 6%; with 50% employer match about $1,029,946 at 4% or $686,631 at 6%; with 100% employer match about $772,459 at 4% or $514,973 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$944,121$201,220$67,073iApproximate average salary by contribution assumption: employee only about $1,676,833 at 4% or $1,117,889 at 6%; with 50% employer match about $1,117,889 at 4% or $745,259 at 6%; with 100% employer match about $838,417 at 4% or $558,944 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$349,343$45,967$11,492iApproximate average salary by contribution assumption: employee only about $287,294 at 4% or $191,529 at 6%; with 50% employer match about $191,529 at 4% or $127,686 at 6%; with 100% employer match about $143,647 at 4% or $95,765 at 6%.
201324$1,046,177$233,004$58,251iApproximate average salary by contribution assumption: employee only about $1,456,275 at 4% or $970,850 at 6%; with 50% employer match about $970,850 at 4% or $647,233 at 6%; with 100% employer match about $728,138 at 4% or $485,425 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$742,830$187,739$62,580iApproximate average salary by contribution assumption: employee only about $1,564,492 at 4% or $1,042,994 at 6%; with 50% employer match about $1,042,994 at 4% or $695,330 at 6%; with 100% employer match about $782,246 at 4% or $521,497 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$303,347$45,265$11,316iApproximate average salary by contribution assumption: employee only about $282,906 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
201224$813,102$219,975$54,994iApproximate average salary by contribution assumption: employee only about $1,374,844 at 4% or $916,563 at 6%; with 50% employer match about $916,563 at 4% or $611,042 at 6%; with 100% employer match about $687,422 at 4% or $458,281 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$555,045$175,268$58,423iApproximate average salary by contribution assumption: employee only about $1,460,567 at 4% or $973,711 at 6%; with 50% employer match about $973,711 at 4% or $649,141 at 6%; with 100% employer match about $730,283 at 4% or $486,856 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$258,057$44,707$11,177iApproximate average salary by contribution assumption: employee only about $279,419 at 4% or $186,279 at 6%; with 50% employer match about $186,279 at 4% or $124,186 at 6%; with 100% employer match about $139,709 at 4% or $93,140 at 6%.
201124$593,038$162,063$40,516iApproximate average salary by contribution assumption: employee only about $1,012,894 at 4% or $675,263 at 6%; with 50% employer match about $675,263 at 4% or $450,175 at 6%; with 100% employer match about $506,447 at 4% or $337,631 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$379,721$115,420$38,473iApproximate average salary by contribution assumption: employee only about $961,833 at 4% or $641,222 at 6%; with 50% employer match about $641,222 at 4% or $427,481 at 6%; with 100% employer match about $480,917 at 4% or $320,611 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$213,317$46,643$11,661iApproximate average salary by contribution assumption: employee only about $291,519 at 4% or $194,346 at 6%; with 50% employer match about $194,346 at 4% or $129,564 at 6%; with 100% employer match about $145,759 at 4% or $97,173 at 6%.
201023$430,930$142,671$47,557iApproximate average salary by contribution assumption: employee only about $1,188,925 at 4% or $792,617 at 6%; with 50% employer match about $792,617 at 4% or $528,411 at 6%; with 100% employer match about $594,463 at 4% or $396,308 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$264,274$98,300$32,767iApproximate average salary by contribution assumption: employee only about $819,167 at 4% or $546,111 at 6%; with 50% employer match about $546,111 at 4% or $364,074 at 6%; with 100% employer match about $409,583 at 4% or $273,056 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-3$166,656$44,371$14,790iApproximate average salary by contribution assumption: employee only about $369,758 at 4% or $246,506 at 6%; with 50% employer match about $246,506 at 4% or $164,337 at 6%; with 100% employer match about $184,879 at 4% or $123,253 at 6%.
200924$291,526$119,230$29,808iApproximate average salary by contribution assumption: employee only about $745,188 at 4% or $496,792 at 6%; with 50% employer match about $496,792 at 4% or $331,194 at 6%; with 100% employer match about $372,594 at 4% or $248,396 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$165,895$79,049$26,350iApproximate average salary by contribution assumption: employee only about $658,742 at 4% or $439,161 at 6%; with 50% employer match about $439,161 at 4% or $292,774 at 6%; with 100% employer match about $329,371 at 4% or $219,581 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-4$125,631$40,181$10,045iApproximate average salary by contribution assumption: employee only about $251,131 at 4% or $167,421 at 6%; with 50% employer match about $167,421 at 4% or $111,614 at 6%; with 100% employer match about $125,566 at 4% or $83,710 at 6%.
200823$86,799$86,799$28,933iApproximate average salary by contribution assumption: employee only about $723,325 at 4% or $482,217 at 6%; with 50% employer match about $482,217 at 4% or $321,478 at 6%; with 100% employer match about $361,663 at 4% or $241,108 at 6%.
Marguerite M. Fallon, DMD Inc. Cash Balance Plan-3$86,799$86,799$28,933iApproximate average salary by contribution assumption: employee only about $723,325 at 4% or $482,217 at 6%; with 50% employer match about $482,217 at 4% or $321,478 at 6%; with 100% employer match about $361,663 at 4% or $241,108 at 6%.
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-2---
200713$0$0-
Marguerite M. Fallon, DMD Inc. Profit Sharing Plan & Trust-3---
200610$0$0-
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-0---
200513$26,001$0-
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-3$26,001--
200423$326,513$115,210$38,403iApproximate average salary by contribution assumption: employee only about $960,083 at 4% or $640,056 at 6%; with 50% employer match about $640,056 at 4% or $426,704 at 6%; with 100% employer match about $480,042 at 4% or $320,028 at 6%.
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-3$326,513$115,210$38,403iApproximate average salary by contribution assumption: employee only about $960,083 at 4% or $640,056 at 6%; with 50% employer match about $640,056 at 4% or $426,704 at 6%; with 100% employer match about $480,042 at 4% or $320,028 at 6%.
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-0---
200322$284,872$45,626$22,813iApproximate average salary by contribution assumption: employee only about $570,325 at 4% or $380,217 at 6%; with 50% employer match about $380,217 at 4% or $253,478 at 6%; with 100% employer match about $285,163 at 4% or $190,108 at 6%.
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-2$216,021$45,626$22,813iApproximate average salary by contribution assumption: employee only about $570,325 at 4% or $380,217 at 6%; with 50% employer match about $380,217 at 4% or $253,478 at 6%; with 100% employer match about $285,163 at 4% or $190,108 at 6%.
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-2$68,851--
200222$0$0-
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-2---
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-2---
200122$0$0-
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-2---
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-2---
200022$0$0-
Marguerite Fallon DMD Inc. Profit Sharing Plan and Trust-2---
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-2---
199911$69,907$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Marguerite Fallon DMD Inc. Money Purchase Plan and Trust-1$69,907$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.