Civic Intelligence

MICHAEL J. MARGOLIS, D.D.S., PH.D

Plan context: Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust

EIN 04-3404656 • Wilbraham, MA • 20 filings • 4 plans

1 Crane Park DriveWilbraham, MA 01095
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,848,536

2018 Contributions

$144,872

Historical Graphs

Total Assets Over Time

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

$3,095,672$1,547,836$0199920092018YearValue
$2,848,536Latest year 2018

Participants Over Time

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

740199920092018YearValue
7Latest year 2018

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
201817$2,848,536$144,872$20,696iApproximate average salary by contribution assumption: employee only about $517,400 at 4% or $344,933 at 6%; with 50% employer match about $344,933 at 4% or $229,956 at 6%; with 100% employer match about $258,700 at 4% or $172,467 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$2,848,536$144,872$20,696iApproximate average salary by contribution assumption: employee only about $517,400 at 4% or $344,933 at 6%; with 50% employer match about $344,933 at 4% or $229,956 at 6%; with 100% employer match about $258,700 at 4% or $172,467 at 6%.
201717$3,095,672$145,603$20,800iApproximate average salary by contribution assumption: employee only about $520,011 at 4% or $346,674 at 6%; with 50% employer match about $346,674 at 4% or $231,116 at 6%; with 100% employer match about $260,005 at 4% or $173,337 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$3,095,672$145,603$20,800iApproximate average salary by contribution assumption: employee only about $520,011 at 4% or $346,674 at 6%; with 50% employer match about $346,674 at 4% or $231,116 at 6%; with 100% employer match about $260,005 at 4% or $173,337 at 6%.
201617$2,632,653$132,734$18,962iApproximate average salary by contribution assumption: employee only about $474,050 at 4% or $316,033 at 6%; with 50% employer match about $316,033 at 4% or $210,689 at 6%; with 100% employer match about $237,025 at 4% or $158,017 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$2,632,653$132,734$18,962iApproximate average salary by contribution assumption: employee only about $474,050 at 4% or $316,033 at 6%; with 50% employer match about $316,033 at 4% or $210,689 at 6%; with 100% employer match about $237,025 at 4% or $158,017 at 6%.
201517$2,185,538$134,167$19,167iApproximate average salary by contribution assumption: employee only about $479,168 at 4% or $319,445 at 6%; with 50% employer match about $319,445 at 4% or $212,963 at 6%; with 100% employer match about $239,584 at 4% or $159,723 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$2,185,538$134,167$19,167iApproximate average salary by contribution assumption: employee only about $479,168 at 4% or $319,445 at 6%; with 50% employer match about $319,445 at 4% or $212,963 at 6%; with 100% employer match about $239,584 at 4% or $159,723 at 6%.
201417$2,135,458$129,300$18,471iApproximate average salary by contribution assumption: employee only about $461,786 at 4% or $307,857 at 6%; with 50% employer match about $307,857 at 4% or $205,238 at 6%; with 100% employer match about $230,893 at 4% or $153,929 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$2,135,458$129,300$18,471iApproximate average salary by contribution assumption: employee only about $461,786 at 4% or $307,857 at 6%; with 50% employer match about $307,857 at 4% or $205,238 at 6%; with 100% employer match about $230,893 at 4% or $153,929 at 6%.
201317$1,946,142$124,019$17,717iApproximate average salary by contribution assumption: employee only about $442,925 at 4% or $295,283 at 6%; with 50% employer match about $295,283 at 4% or $196,856 at 6%; with 100% employer match about $221,463 at 4% or $147,642 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$1,946,142$124,019$17,717iApproximate average salary by contribution assumption: employee only about $442,925 at 4% or $295,283 at 6%; with 50% employer match about $295,283 at 4% or $196,856 at 6%; with 100% employer match about $221,463 at 4% or $147,642 at 6%.
201217$1,414,442$112,719$16,103iApproximate average salary by contribution assumption: employee only about $402,568 at 4% or $268,379 at 6%; with 50% employer match about $268,379 at 4% or $178,919 at 6%; with 100% employer match about $201,284 at 4% or $134,189 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-7$1,414,442$112,719$16,103iApproximate average salary by contribution assumption: employee only about $402,568 at 4% or $268,379 at 6%; with 50% employer match about $268,379 at 4% or $178,919 at 6%; with 100% employer match about $201,284 at 4% or $134,189 at 6%.
201116$1,197,086$85,809$14,302iApproximate average salary by contribution assumption: employee only about $357,538 at 4% or $238,358 at 6%; with 50% employer match about $238,358 at 4% or $158,906 at 6%; with 100% employer match about $178,769 at 4% or $119,179 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$1,197,086$85,809$14,302iApproximate average salary by contribution assumption: employee only about $357,538 at 4% or $238,358 at 6%; with 50% employer match about $238,358 at 4% or $158,906 at 6%; with 100% employer match about $178,769 at 4% or $119,179 at 6%.
201016$1,190,300$86,682$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$1,190,300$86,682$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
200916$931,214$84,372$14,062iApproximate average salary by contribution assumption: employee only about $351,550 at 4% or $234,367 at 6%; with 50% employer match about $234,367 at 4% or $156,244 at 6%; with 100% employer match about $175,775 at 4% or $117,183 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$931,214$84,372$14,062iApproximate average salary by contribution assumption: employee only about $351,550 at 4% or $234,367 at 6%; with 50% employer match about $234,367 at 4% or $156,244 at 6%; with 100% employer match about $175,775 at 4% or $117,183 at 6%.
200816$680,475$83,259$13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$680,475$83,259$13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%.
200716$904,006$81,710$13,618iApproximate average salary by contribution assumption: employee only about $340,458 at 4% or $226,972 at 6%; with 50% employer match about $226,972 at 4% or $151,315 at 6%; with 100% employer match about $170,229 at 4% or $113,486 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$904,006$81,710$13,618iApproximate average salary by contribution assumption: employee only about $340,458 at 4% or $226,972 at 6%; with 50% employer match about $226,972 at 4% or $151,315 at 6%; with 100% employer match about $170,229 at 4% or $113,486 at 6%.
200616$824,586$80,575$13,429iApproximate average salary by contribution assumption: employee only about $335,729 at 4% or $223,819 at 6%; with 50% employer match about $223,819 at 4% or $149,213 at 6%; with 100% employer match about $167,865 at 4% or $111,910 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$824,586$80,575$13,429iApproximate average salary by contribution assumption: employee only about $335,729 at 4% or $223,819 at 6%; with 50% employer match about $223,819 at 4% or $149,213 at 6%; with 100% employer match about $167,865 at 4% or $111,910 at 6%.
200516$623,507$74,732$12,455iApproximate average salary by contribution assumption: employee only about $311,383 at 4% or $207,589 at 6%; with 50% employer match about $207,589 at 4% or $138,393 at 6%; with 100% employer match about $155,692 at 4% or $103,794 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-6$623,507$74,732$12,455iApproximate average salary by contribution assumption: employee only about $311,383 at 4% or $207,589 at 6%; with 50% employer match about $207,589 at 4% or $138,393 at 6%; with 100% employer match about $155,692 at 4% or $103,794 at 6%.
200414$503,140$64,931$16,233iApproximate average salary by contribution assumption: employee only about $405,819 at 4% or $270,546 at 6%; with 50% employer match about $270,546 at 4% or $180,364 at 6%; with 100% employer match about $202,909 at 4% or $135,273 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4$503,140$64,931$16,233iApproximate average salary by contribution assumption: employee only about $405,819 at 4% or $270,546 at 6%; with 50% employer match about $270,546 at 4% or $180,364 at 6%; with 100% employer match about $202,909 at 4% or $135,273 at 6%.
200314$362,116$59,233$14,808iApproximate average salary by contribution assumption: employee only about $370,206 at 4% or $246,804 at 6%; with 50% employer match about $246,804 at 4% or $164,536 at 6%; with 100% employer match about $185,103 at 4% or $123,402 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4$362,116$59,233$14,808iApproximate average salary by contribution assumption: employee only about $370,206 at 4% or $246,804 at 6%; with 50% employer match about $246,804 at 4% or $164,536 at 6%; with 100% employer match about $185,103 at 4% or $123,402 at 6%.
200214$212,157$56,161$14,040iApproximate average salary by contribution assumption: employee only about $351,006 at 4% or $234,004 at 6%; with 50% employer match about $234,004 at 4% or $156,003 at 6%; with 100% employer match about $175,503 at 4% or $117,002 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4$212,157$56,161$14,040iApproximate average salary by contribution assumption: employee only about $351,006 at 4% or $234,004 at 6%; with 50% employer match about $234,004 at 4% or $156,003 at 6%; with 100% employer match about $175,503 at 4% or $117,002 at 6%.
200114$185,555$52,214$13,054iApproximate average salary by contribution assumption: employee only about $326,338 at 4% or $217,558 at 6%; with 50% employer match about $217,558 at 4% or $145,039 at 6%; with 100% employer match about $163,169 at 4% or $108,779 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4$185,555$52,214$13,054iApproximate average salary by contribution assumption: employee only about $326,338 at 4% or $217,558 at 6%; with 50% employer match about $217,558 at 4% or $145,039 at 6%; with 100% employer match about $163,169 at 4% or $108,779 at 6%.
200014$0$0-
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4---
199914$100,225$41,193$10,298iApproximate average salary by contribution assumption: employee only about $257,456 at 4% or $171,638 at 6%; with 50% employer match about $171,638 at 4% or $114,425 at 6%; with 100% employer match about $128,728 at 4% or $85,819 at 6%.
Michael J. Margolis, D.D.S., Ph.D Money Purchase Pension Plan and Trust-4$100,225$41,193$10,298iApproximate average salary by contribution assumption: employee only about $257,456 at 4% or $171,638 at 6%; with 50% employer match about $171,638 at 4% or $114,425 at 6%; with 100% employer match about $128,728 at 4% or $85,819 at 6%.