Civic Intelligence

Joseph R. Boldt II, DMD

Plan context: Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan

EIN 06-1035278 • Greenwich, CT • 16 filings • 2 plans

69 Fairfield RoadGreenwich, CT 06830
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,260,652

2019 Contributions

$65,208

Historical Graphs

Total Assets Over Time

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

$1,265,177$632,589$0200420112018YearValue
$1,260,652Latest year 2018

Participants Over Time

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

420200420112018YearValue
4Latest 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
201910$0$0-
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-0$0$0-
201814$1,260,652$65,208$16,302iApproximate average salary by contribution assumption: employee only about $407,550 at 4% or $271,700 at 6%; with 50% employer match about $271,700 at 4% or $181,133 at 6%; with 100% employer match about $203,775 at 4% or $135,850 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$1,260,652$65,208$16,302iApproximate average salary by contribution assumption: employee only about $407,550 at 4% or $271,700 at 6%; with 50% employer match about $271,700 at 4% or $181,133 at 6%; with 100% employer match about $203,775 at 4% or $135,850 at 6%.
201714$1,265,177$60,962$15,241iApproximate average salary by contribution assumption: employee only about $381,013 at 4% or $254,008 at 6%; with 50% employer match about $254,008 at 4% or $169,339 at 6%; with 100% employer match about $190,506 at 4% or $127,004 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$1,265,177$60,962$15,241iApproximate average salary by contribution assumption: employee only about $381,013 at 4% or $254,008 at 6%; with 50% employer match about $254,008 at 4% or $169,339 at 6%; with 100% employer match about $190,506 at 4% or $127,004 at 6%.
201614$1,101,209$62,562$15,641iApproximate average salary by contribution assumption: employee only about $391,013 at 4% or $260,675 at 6%; with 50% employer match about $260,675 at 4% or $173,783 at 6%; with 100% employer match about $195,506 at 4% or $130,338 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$1,101,209$62,562$15,641iApproximate average salary by contribution assumption: employee only about $391,013 at 4% or $260,675 at 6%; with 50% employer match about $260,675 at 4% or $173,783 at 6%; with 100% employer match about $195,506 at 4% or $130,338 at 6%.
201514$1,000,534$50,980$12,745iApproximate average salary by contribution assumption: employee only about $318,625 at 4% or $212,417 at 6%; with 50% employer match about $212,417 at 4% or $141,611 at 6%; with 100% employer match about $159,313 at 4% or $106,208 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$1,000,534$50,980$12,745iApproximate average salary by contribution assumption: employee only about $318,625 at 4% or $212,417 at 6%; with 50% employer match about $212,417 at 4% or $141,611 at 6%; with 100% employer match about $159,313 at 4% or $106,208 at 6%.
201414$955,962$81,615$20,404iApproximate average salary by contribution assumption: employee only about $510,094 at 4% or $340,063 at 6%; with 50% employer match about $340,063 at 4% or $226,708 at 6%; with 100% employer match about $255,047 at 4% or $170,031 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$955,962$81,615$20,404iApproximate average salary by contribution assumption: employee only about $510,094 at 4% or $340,063 at 6%; with 50% employer match about $340,063 at 4% or $226,708 at 6%; with 100% employer match about $255,047 at 4% or $170,031 at 6%.
201314$819,278$54,465$13,616iApproximate average salary by contribution assumption: employee only about $340,406 at 4% or $226,938 at 6%; with 50% employer match about $226,938 at 4% or $151,292 at 6%; with 100% employer match about $170,203 at 4% or $113,469 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$819,278$54,465$13,616iApproximate average salary by contribution assumption: employee only about $340,406 at 4% or $226,938 at 6%; with 50% employer match about $226,938 at 4% or $151,292 at 6%; with 100% employer match about $170,203 at 4% or $113,469 at 6%.
201214$702,942$66,252$16,563iApproximate average salary by contribution assumption: employee only about $414,075 at 4% or $276,050 at 6%; with 50% employer match about $276,050 at 4% or $184,033 at 6%; with 100% employer match about $207,038 at 4% or $138,025 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$702,942$66,252$16,563iApproximate average salary by contribution assumption: employee only about $414,075 at 4% or $276,050 at 6%; with 50% employer match about $276,050 at 4% or $184,033 at 6%; with 100% employer match about $207,038 at 4% or $138,025 at 6%.
201114$567,435$72,550$18,138iApproximate average salary by contribution assumption: employee only about $453,438 at 4% or $302,292 at 6%; with 50% employer match about $302,292 at 4% or $201,528 at 6%; with 100% employer match about $226,719 at 4% or $151,146 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$567,435$72,550$18,138iApproximate average salary by contribution assumption: employee only about $453,438 at 4% or $302,292 at 6%; with 50% employer match about $302,292 at 4% or $201,528 at 6%; with 100% employer match about $226,719 at 4% or $151,146 at 6%.
201014$478,098$21,954$5,489iApproximate average salary by contribution assumption: employee only about $137,213 at 4% or $91,475 at 6%; with 50% employer match about $91,475 at 4% or $60,983 at 6%; with 100% employer match about $68,606 at 4% or $45,738 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$478,098$21,954$5,489iApproximate average salary by contribution assumption: employee only about $137,213 at 4% or $91,475 at 6%; with 50% employer match about $91,475 at 4% or $60,983 at 6%; with 100% employer match about $68,606 at 4% or $45,738 at 6%.
200914$404,379$61,166$15,292iApproximate average salary by contribution assumption: employee only about $382,288 at 4% or $254,858 at 6%; with 50% employer match about $254,858 at 4% or $169,906 at 6%; with 100% employer match about $191,144 at 4% or $127,429 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$404,379$61,166$15,292iApproximate average salary by contribution assumption: employee only about $382,288 at 4% or $254,858 at 6%; with 50% employer match about $254,858 at 4% or $169,906 at 6%; with 100% employer match about $191,144 at 4% or $127,429 at 6%.
200814$268,783$75,914$18,979iApproximate average salary by contribution assumption: employee only about $474,463 at 4% or $316,308 at 6%; with 50% employer match about $316,308 at 4% or $210,872 at 6%; with 100% employer match about $237,231 at 4% or $158,154 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$268,783$75,914$18,979iApproximate average salary by contribution assumption: employee only about $474,463 at 4% or $316,308 at 6%; with 50% employer match about $316,308 at 4% or $210,872 at 6%; with 100% employer match about $237,231 at 4% or $158,154 at 6%.
200714$293,467$75,516$18,879iApproximate average salary by contribution assumption: employee only about $471,975 at 4% or $314,650 at 6%; with 50% employer match about $314,650 at 4% or $209,767 at 6%; with 100% employer match about $235,988 at 4% or $157,325 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$293,467$75,516$18,879iApproximate average salary by contribution assumption: employee only about $471,975 at 4% or $314,650 at 6%; with 50% employer match about $314,650 at 4% or $209,767 at 6%; with 100% employer match about $235,988 at 4% or $157,325 at 6%.
200614$213,157$75,263$18,816iApproximate average salary by contribution assumption: employee only about $470,394 at 4% or $313,596 at 6%; with 50% employer match about $313,596 at 4% or $209,064 at 6%; with 100% employer match about $235,197 at 4% or $156,798 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$213,157$75,263$18,816iApproximate average salary by contribution assumption: employee only about $470,394 at 4% or $313,596 at 6%; with 50% employer match about $313,596 at 4% or $209,064 at 6%; with 100% employer match about $235,197 at 4% or $156,798 at 6%.
200514$121,242$64,689$16,172iApproximate average salary by contribution assumption: employee only about $404,306 at 4% or $269,538 at 6%; with 50% employer match about $269,538 at 4% or $179,692 at 6%; with 100% employer match about $202,153 at 4% or $134,769 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$121,242$64,689$16,172iApproximate average salary by contribution assumption: employee only about $404,306 at 4% or $269,538 at 6%; with 50% employer match about $269,538 at 4% or $179,692 at 6%; with 100% employer match about $202,153 at 4% or $134,769 at 6%.
200414$52,114$52,114$13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,856 at 4% or $108,571 at 6%.
Joseph R. Boldt II, DMD 401(K) Profit Sharing Plan-4$52,114$52,114$13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,856 at 4% or $108,571 at 6%.