Civic Intelligence

Dorothy E Whalen Dds

Plan context: Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase

EIN 11-2572023 • 14 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$2,041,507

2008 Contributions

$54,000

Historical Graphs

Total Assets Over Time

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

$2,329,347$1,164,674$0199920042008YearValue
$2,041,507Latest year 2008

Participants Over Time

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

420199920042008YearValue
3Latest year 2008

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
200813$2,041,507$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$2,041,507$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200713$2,329,347$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$2,329,347$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
200613$2,096,202$52,158$17,386iApproximate average salary by contribution assumption: employee only about $434,650 at 4% or $289,767 at 6%; with 50% employer match about $289,767 at 4% or $193,178 at 6%; with 100% employer match about $217,325 at 4% or $144,883 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$2,096,202$52,158$17,386iApproximate average salary by contribution assumption: employee only about $434,650 at 4% or $289,767 at 6%; with 50% employer match about $289,767 at 4% or $193,178 at 6%; with 100% employer match about $217,325 at 4% or $144,883 at 6%.
200513$1,886,033$50,537$16,846iApproximate average salary by contribution assumption: employee only about $421,142 at 4% or $280,761 at 6%; with 50% employer match about $280,761 at 4% or $187,174 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$1,886,033$50,537$16,846iApproximate average salary by contribution assumption: employee only about $421,142 at 4% or $280,761 at 6%; with 50% employer match about $280,761 at 4% or $187,174 at 6%; with 100% employer match about $210,571 at 4% or $140,381 at 6%.
200413$1,750,379$52,071$17,357iApproximate average salary by contribution assumption: employee only about $433,925 at 4% or $289,283 at 6%; with 50% employer match about $289,283 at 4% or $192,856 at 6%; with 100% employer match about $216,963 at 4% or $144,642 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$1,750,379$52,071$17,357iApproximate average salary by contribution assumption: employee only about $433,925 at 4% or $289,283 at 6%; with 50% employer match about $289,283 at 4% or $192,856 at 6%; with 100% employer match about $216,963 at 4% or $144,642 at 6%.
200313$1,538,928$50,961$16,987iApproximate average salary by contribution assumption: employee only about $424,675 at 4% or $283,117 at 6%; with 50% employer match about $283,117 at 4% or $188,744 at 6%; with 100% employer match about $212,338 at 4% or $141,558 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$1,538,928$50,961$16,987iApproximate average salary by contribution assumption: employee only about $424,675 at 4% or $283,117 at 6%; with 50% employer match about $283,117 at 4% or $188,744 at 6%; with 100% employer match about $212,338 at 4% or $141,558 at 6%.
200223$1,207,035$43,966$14,655iApproximate average salary by contribution assumption: employee only about $366,383 at 4% or $244,256 at 6%; with 50% employer match about $244,256 at 4% or $162,837 at 6%; with 100% employer match about $183,192 at 4% or $122,128 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3$1,207,035$43,966$14,655iApproximate average salary by contribution assumption: employee only about $366,383 at 4% or $244,256 at 6%; with 50% employer match about $244,256 at 4% or $162,837 at 6%; with 100% employer match about $183,192 at 4% or $122,128 at 6%.
DOROTHY E. WHALEN, D.D.S. MONEY PURCHASE PLAN-0---
200123$0$0-
DOROTHY E. WHALEN, D.D.S. MONEY PURCHASE PLAN-3---
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-3---
200024$1,607,725$46,519$11,630iApproximate average salary by contribution assumption: employee only about $290,744 at 4% or $193,829 at 6%; with 50% employer match about $193,829 at 4% or $129,219 at 6%; with 100% employer match about $145,372 at 4% or $96,915 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-4$1,123,972$29,130$7,283iApproximate average salary by contribution assumption: employee only about $182,063 at 4% or $121,375 at 6%; with 50% employer match about $121,375 at 4% or $80,917 at 6%; with 100% employer match about $91,031 at 4% or $60,688 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-4$483,753$17,389$4,347iApproximate average salary by contribution assumption: employee only about $108,681 at 4% or $72,454 at 6%; with 50% employer match about $72,454 at 4% or $48,303 at 6%; with 100% employer match about $54,341 at 4% or $36,227 at 6%.
199924$1,569,108$45,773$11,443iApproximate average salary by contribution assumption: employee only about $286,081 at 4% or $190,721 at 6%; with 50% employer match about $190,721 at 4% or $127,147 at 6%; with 100% employer match about $143,041 at 4% or $95,360 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-4$1,196,033$28,663$7,166iApproximate average salary by contribution assumption: employee only about $179,144 at 4% or $119,429 at 6%; with 50% employer match about $119,429 at 4% or $79,619 at 6%; with 100% employer match about $89,572 at 4% or $59,715 at 6%.
Dorothy E Whalen Dds Keogh Plan Defined Contribution Money Purchase-4$373,075$17,110$4,278iApproximate average salary by contribution assumption: employee only about $106,938 at 4% or $71,292 at 6%; with 50% employer match about $71,292 at 4% or $47,528 at 6%; with 100% employer match about $53,469 at 4% or $35,646 at 6%.