Civic Intelligence

William B. Chan, D.M.D. Inc.

Plan context: William B. Chan, D.M.D. Inc. Retirement Plan

EIN 05-0453017 • Cumberland, RI • 29 filings • 2 plans

2359 Mendon RoadCumberland, RI 02864
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$201,492

2020 Contributions

$16,127

Historical Graphs

Total Assets Over Time

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

$3,580,727$1,790,364$0199920102020YearValue
$201,492Latest year 2020

Participants Over Time

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

1580199920102020YearValue
12Latest 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
2020112$201,492$16,127$1,344iApproximate average salary by contribution assumption: employee only about $33,598 at 4% or $22,399 at 6%; with 50% employer match about $22,399 at 4% or $14,932 at 6%; with 100% employer match about $16,799 at 4% or $11,199 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$201,492$16,127$1,344iApproximate average salary by contribution assumption: employee only about $33,598 at 4% or $22,399 at 6%; with 50% employer match about $22,399 at 4% or $14,932 at 6%; with 100% employer match about $16,799 at 4% or $11,199 at 6%.
2019215$2,843,998$63,606$4,240iApproximate average salary by contribution assumption: employee only about $106,010 at 4% or $70,673 at 6%; with 50% employer match about $70,673 at 4% or $47,116 at 6%; with 100% employer match about $53,005 at 4% or $35,337 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-15$2,843,998$63,606$4,240iApproximate average salary by contribution assumption: employee only about $106,010 at 4% or $70,673 at 6%; with 50% employer match about $70,673 at 4% or $47,116 at 6%; with 100% employer match about $53,005 at 4% or $35,337 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-0$0$0-
2018212$3,048,427$100,147$8,346iApproximate average salary by contribution assumption: employee only about $208,640 at 4% or $139,093 at 6%; with 50% employer match about $139,093 at 4% or $92,729 at 6%; with 100% employer match about $104,320 at 4% or $69,547 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$2,149,622$53,647$4,471iApproximate average salary by contribution assumption: employee only about $111,765 at 4% or $74,510 at 6%; with 50% employer match about $74,510 at 4% or $49,673 at 6%; with 100% employer match about $55,882 at 4% or $37,255 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-11$898,805$46,500$4,227iApproximate average salary by contribution assumption: employee only about $105,682 at 4% or $70,455 at 6%; with 50% employer match about $70,455 at 4% or $46,970 at 6%; with 100% employer match about $52,841 at 4% or $35,227 at 6%.
2017212$3,580,727$117,355$9,780iApproximate average salary by contribution assumption: employee only about $244,490 at 4% or $162,993 at 6%; with 50% employer match about $162,993 at 4% or $108,662 at 6%; with 100% employer match about $122,245 at 4% or $81,497 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$2,565,977$47,355$3,946iApproximate average salary by contribution assumption: employee only about $98,656 at 4% or $65,771 at 6%; with 50% employer match about $65,771 at 4% or $43,847 at 6%; with 100% employer match about $49,328 at 4% or $32,885 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-11$1,014,750$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
2016213$2,841,267$241,560$18,582iApproximate average salary by contribution assumption: employee only about $464,538 at 4% or $309,692 at 6%; with 50% employer match about $309,692 at 4% or $206,462 at 6%; with 100% employer match about $232,269 at 4% or $154,846 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-13$2,075,842$38,360$2,951iApproximate average salary by contribution assumption: employee only about $73,769 at 4% or $49,179 at 6%; with 50% employer match about $49,179 at 4% or $32,786 at 6%; with 100% employer match about $36,885 at 4% or $24,590 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-13$765,425$203,200$15,631iApproximate average salary by contribution assumption: employee only about $390,769 at 4% or $260,513 at 6%; with 50% employer match about $260,513 at 4% or $173,675 at 6%; with 100% employer match about $195,385 at 4% or $130,256 at 6%.
2015212$2,406,007$251,966$20,997iApproximate average salary by contribution assumption: employee only about $524,929 at 4% or $349,953 at 6%; with 50% employer match about $349,953 at 4% or $233,302 at 6%; with 100% employer match about $262,465 at 4% or $174,976 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$1,869,644$48,025$4,002iApproximate average salary by contribution assumption: employee only about $100,052 at 4% or $66,701 at 6%; with 50% employer match about $66,701 at 4% or $44,468 at 6%; with 100% employer match about $50,026 at 4% or $33,351 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-11$536,363$203,941$18,540iApproximate average salary by contribution assumption: employee only about $463,502 at 4% or $309,002 at 6%; with 50% employer match about $309,002 at 4% or $206,001 at 6%; with 100% employer match about $231,751 at 4% or $154,501 at 6%.
2014210$2,280,615$232,706$23,271iApproximate average salary by contribution assumption: employee only about $581,765 at 4% or $387,843 at 6%; with 50% employer match about $387,843 at 4% or $258,562 at 6%; with 100% employer match about $290,883 at 4% or $193,922 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-10$1,910,855$39,206$3,921iApproximate average salary by contribution assumption: employee only about $98,015 at 4% or $65,343 at 6%; with 50% employer match about $65,343 at 4% or $43,562 at 6%; with 100% employer match about $49,008 at 4% or $32,672 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-9$369,760$193,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
2013212$2,120,425$233,980$19,498iApproximate average salary by contribution assumption: employee only about $487,458 at 4% or $324,972 at 6%; with 50% employer match about $324,972 at 4% or $216,648 at 6%; with 100% employer match about $243,729 at 4% or $162,486 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$1,931,458$45,013$3,751iApproximate average salary by contribution assumption: employee only about $93,777 at 4% or $62,518 at 6%; with 50% employer match about $62,518 at 4% or $41,679 at 6%; with 100% employer match about $46,889 at 4% or $31,259 at 6%.
WILLIAM B. CHAN, D.M.D., INC. CASH BALANCE PLAN-11$188,967$188,967$17,179iApproximate average salary by contribution assumption: employee only about $429,470 at 4% or $286,314 at 6%; with 50% employer match about $286,314 at 4% or $190,876 at 6%; with 100% employer match about $214,735 at 4% or $143,157 at 6%.
2012111$1,578,976$86,549$7,868iApproximate average salary by contribution assumption: employee only about $196,702 at 4% or $131,135 at 6%; with 50% employer match about $131,135 at 4% or $87,423 at 6%; with 100% employer match about $98,351 at 4% or $65,567 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-11$1,578,976$86,549$7,868iApproximate average salary by contribution assumption: employee only about $196,702 at 4% or $131,135 at 6%; with 50% employer match about $131,135 at 4% or $87,423 at 6%; with 100% employer match about $98,351 at 4% or $65,567 at 6%.
2011112$1,326,902$90,630$7,553iApproximate average salary by contribution assumption: employee only about $188,813 at 4% or $125,875 at 6%; with 50% employer match about $125,875 at 4% or $83,917 at 6%; with 100% employer match about $94,406 at 4% or $62,938 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-12$1,326,902$90,630$7,553iApproximate average salary by contribution assumption: employee only about $188,813 at 4% or $125,875 at 6%; with 50% employer match about $125,875 at 4% or $83,917 at 6%; with 100% employer match about $94,406 at 4% or $62,938 at 6%.
2010111$1,306,041$89,708$8,155iApproximate average salary by contribution assumption: employee only about $203,882 at 4% or $135,921 at 6%; with 50% employer match about $135,921 at 4% or $90,614 at 6%; with 100% employer match about $101,941 at 4% or $67,961 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-11$1,306,041$89,708$8,155iApproximate average salary by contribution assumption: employee only about $203,882 at 4% or $135,921 at 6%; with 50% employer match about $135,921 at 4% or $90,614 at 6%; with 100% employer match about $101,941 at 4% or $67,961 at 6%.
2009110$1,117,696$89,025$8,903iApproximate average salary by contribution assumption: employee only about $222,563 at 4% or $148,375 at 6%; with 50% employer match about $148,375 at 4% or $98,917 at 6%; with 100% employer match about $111,281 at 4% or $74,188 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-10$1,117,696$89,025$8,903iApproximate average salary by contribution assumption: employee only about $222,563 at 4% or $148,375 at 6%; with 50% employer match about $148,375 at 4% or $98,917 at 6%; with 100% employer match about $111,281 at 4% or $74,188 at 6%.
200819$768,728$75,940$8,438iApproximate average salary by contribution assumption: employee only about $210,944 at 4% or $140,630 at 6%; with 50% employer match about $140,630 at 4% or $93,753 at 6%; with 100% employer match about $105,472 at 4% or $70,315 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-9$768,728$75,940$8,438iApproximate average salary by contribution assumption: employee only about $210,944 at 4% or $140,630 at 6%; with 50% employer match about $140,630 at 4% or $93,753 at 6%; with 100% employer match about $105,472 at 4% or $70,315 at 6%.
200718$1,152,267$55,778$6,972iApproximate average salary by contribution assumption: employee only about $174,306 at 4% or $116,204 at 6%; with 50% employer match about $116,204 at 4% or $77,469 at 6%; with 100% employer match about $87,153 at 4% or $58,102 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-8$1,152,267$55,778$6,972iApproximate average salary by contribution assumption: employee only about $174,306 at 4% or $116,204 at 6%; with 50% employer match about $116,204 at 4% or $77,469 at 6%; with 100% employer match about $87,153 at 4% or $58,102 at 6%.
200619$933,402$60,193$6,688iApproximate average salary by contribution assumption: employee only about $167,203 at 4% or $111,469 at 6%; with 50% employer match about $111,469 at 4% or $74,312 at 6%; with 100% employer match about $83,601 at 4% or $55,734 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-9$933,402$60,193$6,688iApproximate average salary by contribution assumption: employee only about $167,203 at 4% or $111,469 at 6%; with 50% employer match about $111,469 at 4% or $74,312 at 6%; with 100% employer match about $83,601 at 4% or $55,734 at 6%.
2005110$840,390$56,686$5,669iApproximate average salary by contribution assumption: employee only about $141,715 at 4% or $94,477 at 6%; with 50% employer match about $94,477 at 4% or $62,984 at 6%; with 100% employer match about $70,858 at 4% or $47,238 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-10$840,390$56,686$5,669iApproximate average salary by contribution assumption: employee only about $141,715 at 4% or $94,477 at 6%; with 50% employer match about $94,477 at 4% or $62,984 at 6%; with 100% employer match about $70,858 at 4% or $47,238 at 6%.
200418$734,659$49,557$6,195iApproximate average salary by contribution assumption: employee only about $154,866 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,829 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-8$734,659$49,557$6,195iApproximate average salary by contribution assumption: employee only about $154,866 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,829 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%.
200318$670,995$48,266$6,033iApproximate average salary by contribution assumption: employee only about $150,831 at 4% or $100,554 at 6%; with 50% employer match about $100,554 at 4% or $67,036 at 6%; with 100% employer match about $75,416 at 4% or $50,277 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-8$670,995$48,266$6,033iApproximate average salary by contribution assumption: employee only about $150,831 at 4% or $100,554 at 6%; with 50% employer match about $100,554 at 4% or $67,036 at 6%; with 100% employer match about $75,416 at 4% or $50,277 at 6%.
200217$470,534$45,850$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-7$470,534$45,850$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
200118$645,011$43,637$5,455iApproximate average salary by contribution assumption: employee only about $136,366 at 4% or $90,910 at 6%; with 50% employer match about $90,910 at 4% or $60,607 at 6%; with 100% employer match about $68,183 at 4% or $45,455 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-8$645,011$43,637$5,455iApproximate average salary by contribution assumption: employee only about $136,366 at 4% or $90,910 at 6%; with 50% employer match about $90,910 at 4% or $60,607 at 6%; with 100% employer match about $68,183 at 4% or $45,455 at 6%.
200018$901,079$38,554$4,819iApproximate average salary by contribution assumption: employee only about $120,481 at 4% or $80,321 at 6%; with 50% employer match about $80,321 at 4% or $53,547 at 6%; with 100% employer match about $60,241 at 4% or $40,160 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-8$901,079$38,554$4,819iApproximate average salary by contribution assumption: employee only about $120,481 at 4% or $80,321 at 6%; with 50% employer match about $80,321 at 4% or $53,547 at 6%; with 100% employer match about $60,241 at 4% or $40,160 at 6%.
199919$1,142,631$33,312$3,701iApproximate average salary by contribution assumption: employee only about $92,533 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,844 at 6%.
William B. Chan, D.M.D. Inc. Retirement Plan-9$1,142,631$33,312$3,701iApproximate average salary by contribution assumption: employee only about $92,533 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,844 at 6%.