Civic Intelligence

SARAH E RICHARDSON DMD

Plan context: Sarah Richardson DMD 401 K Profit Sharing Plan Trust

EIN 04-3449342 • Belmont, MA • 4 filings • 1 plans

363 Pleasant StreetBelmont, MA 02478
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$130,871

2016 Contributions

$38,148

Historical Graphs

Total Assets Over Time

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

$130,871$65,436$0201320152016YearValue
$130,871Latest year 2016

Participants Over Time

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

320201320152016YearValue
3Latest year 2016

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
201613$130,871$38,148$12,716iApproximate average salary by contribution assumption: employee only about $317,900 at 4% or $211,933 at 6%; with 50% employer match about $211,933 at 4% or $141,289 at 6%; with 100% employer match about $158,950 at 4% or $105,967 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-3$130,871$38,148$12,716iApproximate average salary by contribution assumption: employee only about $317,900 at 4% or $211,933 at 6%; with 50% employer match about $211,933 at 4% or $141,289 at 6%; with 100% employer match about $158,950 at 4% or $105,967 at 6%.
201513$94,822$34,598$11,533iApproximate average salary by contribution assumption: employee only about $288,317 at 4% or $192,211 at 6%; with 50% employer match about $192,211 at 4% or $128,141 at 6%; with 100% employer match about $144,158 at 4% or $96,106 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-3$94,822$34,598$11,533iApproximate average salary by contribution assumption: employee only about $288,317 at 4% or $192,211 at 6%; with 50% employer match about $192,211 at 4% or $128,141 at 6%; with 100% employer match about $144,158 at 4% or $96,106 at 6%.
201413$59,784$34,640$11,547iApproximate average salary by contribution assumption: employee only about $288,667 at 4% or $192,444 at 6%; with 50% employer match about $192,444 at 4% or $128,296 at 6%; with 100% employer match about $144,333 at 4% or $96,222 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-3$59,784$34,640$11,547iApproximate average salary by contribution assumption: employee only about $288,667 at 4% or $192,444 at 6%; with 50% employer match about $192,444 at 4% or $128,296 at 6%; with 100% employer match about $144,333 at 4% or $96,222 at 6%.
201313$23,832$23,814$7,938iApproximate average salary by contribution assumption: employee only about $198,450 at 4% or $132,300 at 6%; with 50% employer match about $132,300 at 4% or $88,200 at 6%; with 100% employer match about $99,225 at 4% or $66,150 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-3$23,832$23,814$7,938iApproximate average salary by contribution assumption: employee only about $198,450 at 4% or $132,300 at 6%; with 50% employer match about $132,300 at 4% or $88,200 at 6%; with 100% employer match about $99,225 at 4% or $66,150 at 6%.