Civic Intelligence

James Koretz, DMD

Plan context: James Koretz DMD Profit Sharing Plan

EIN 13-3147521 • 31 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,587,212

2024 Contributions

$85,196

Historical Graphs

Total Assets Over Time

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

$1,587,212$793,606$0199920142024YearValue
$1,587,212Latest year 2024

Participants Over Time

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

630199920122024YearValue
6Latest year 2024

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
202416$1,587,212$85,196$14,199iApproximate average salary by contribution assumption: employee only about $354,983 at 4% or $236,656 at 6%; with 50% employer match about $236,656 at 4% or $157,770 at 6%; with 100% employer match about $177,492 at 4% or $118,328 at 6%.
James Koretz DMD Profit Sharing Plan-6$1,587,212$85,196$14,199iApproximate average salary by contribution assumption: employee only about $354,983 at 4% or $236,656 at 6%; with 50% employer match about $236,656 at 4% or $157,770 at 6%; with 100% employer match about $177,492 at 4% or $118,328 at 6%.
202315$1,366,544$76,638$15,328iApproximate average salary by contribution assumption: employee only about $383,190 at 4% or $255,460 at 6%; with 50% employer match about $255,460 at 4% or $170,307 at 6%; with 100% employer match about $191,595 at 4% or $127,730 at 6%.
James Koretz DMD Profit Sharing Plan-5$1,366,544$76,638$15,328iApproximate average salary by contribution assumption: employee only about $383,190 at 4% or $255,460 at 6%; with 50% employer match about $255,460 at 4% or $170,307 at 6%; with 100% employer match about $191,595 at 4% or $127,730 at 6%.
202215$1,221,695$74,554$14,911iApproximate average salary by contribution assumption: employee only about $372,770 at 4% or $248,513 at 6%; with 50% employer match about $248,513 at 4% or $165,676 at 6%; with 100% employer match about $186,385 at 4% or $124,257 at 6%.
James Koretz DMD Profit Sharing Plan-5$1,221,695$74,554$14,911iApproximate average salary by contribution assumption: employee only about $372,770 at 4% or $248,513 at 6%; with 50% employer match about $248,513 at 4% or $165,676 at 6%; with 100% employer match about $186,385 at 4% or $124,257 at 6%.
202113$1,542,967$65,547$21,849iApproximate average salary by contribution assumption: employee only about $546,225 at 4% or $364,150 at 6%; with 50% employer match about $364,150 at 4% or $242,767 at 6%; with 100% employer match about $273,113 at 4% or $182,075 at 6%.
James Koretz DMD Profit Sharing Plan-3$1,542,967$65,547$21,849iApproximate average salary by contribution assumption: employee only about $546,225 at 4% or $364,150 at 6%; with 50% employer match about $364,150 at 4% or $242,767 at 6%; with 100% employer match about $273,113 at 4% or $182,075 at 6%.
202012$1,405,963$61,478$30,739iApproximate average salary by contribution assumption: employee only about $768,475 at 4% or $512,317 at 6%; with 50% employer match about $512,317 at 4% or $341,544 at 6%; with 100% employer match about $384,238 at 4% or $256,158 at 6%.
James Koretz DMD Profit Sharing Plan-2$1,405,963$61,478$30,739iApproximate average salary by contribution assumption: employee only about $768,475 at 4% or $512,317 at 6%; with 50% employer match about $512,317 at 4% or $341,544 at 6%; with 100% employer match about $384,238 at 4% or $256,158 at 6%.
201914$1,306,311$66,149$16,537iApproximate average salary by contribution assumption: employee only about $413,431 at 4% or $275,621 at 6%; with 50% employer match about $275,621 at 4% or $183,747 at 6%; with 100% employer match about $206,716 at 4% or $137,810 at 6%.
James Koretz DMD Profit Sharing Plan-4$1,306,311$66,149$16,537iApproximate average salary by contribution assumption: employee only about $413,431 at 4% or $275,621 at 6%; with 50% employer match about $275,621 at 4% or $183,747 at 6%; with 100% employer match about $206,716 at 4% or $137,810 at 6%.
201815$1,143,624$70,023$14,005iApproximate average salary by contribution assumption: employee only about $350,115 at 4% or $233,410 at 6%; with 50% employer match about $233,410 at 4% or $155,607 at 6%; with 100% employer match about $175,058 at 4% or $116,705 at 6%.
James Koretz DMD Profit Sharing Plan-5$1,143,624$70,023$14,005iApproximate average salary by contribution assumption: employee only about $350,115 at 4% or $233,410 at 6%; with 50% employer match about $233,410 at 4% or $155,607 at 6%; with 100% employer match about $175,058 at 4% or $116,705 at 6%.
201714$1,197,053$67,932$16,983iApproximate average salary by contribution assumption: employee only about $424,575 at 4% or $283,050 at 6%; with 50% employer match about $283,050 at 4% or $188,700 at 6%; with 100% employer match about $212,288 at 4% or $141,525 at 6%.
James Koretz DMD Profit Sharing Plan-4$1,197,053$67,932$16,983iApproximate average salary by contribution assumption: employee only about $424,575 at 4% or $283,050 at 6%; with 50% employer match about $283,050 at 4% or $188,700 at 6%; with 100% employer match about $212,288 at 4% or $141,525 at 6%.
201613$1,005,293$61,138$20,379iApproximate average salary by contribution assumption: employee only about $509,483 at 4% or $339,656 at 6%; with 50% employer match about $339,656 at 4% or $226,437 at 6%; with 100% employer match about $254,742 at 4% or $169,828 at 6%.
James Koretz DMD Profit Sharing Plan-3$1,005,293$61,138$20,379iApproximate average salary by contribution assumption: employee only about $509,483 at 4% or $339,656 at 6%; with 50% employer match about $339,656 at 4% or $226,437 at 6%; with 100% employer match about $254,742 at 4% or $169,828 at 6%.
201514$912,579$63,673$15,918iApproximate average salary by contribution assumption: employee only about $397,956 at 4% or $265,304 at 6%; with 50% employer match about $265,304 at 4% or $176,869 at 6%; with 100% employer match about $198,978 at 4% or $132,652 at 6%.
James Koretz DMD Profit Sharing Plan-4$912,579$63,673$15,918iApproximate average salary by contribution assumption: employee only about $397,956 at 4% or $265,304 at 6%; with 50% employer match about $265,304 at 4% or $176,869 at 6%; with 100% employer match about $198,978 at 4% or $132,652 at 6%.
201414$884,338$63,763$15,941iApproximate average salary by contribution assumption: employee only about $398,519 at 4% or $265,679 at 6%; with 50% employer match about $265,679 at 4% or $177,119 at 6%; with 100% employer match about $199,259 at 4% or $132,840 at 6%.
James Koretz DMD Profit Sharing Plan-4$884,338$63,763$15,941iApproximate average salary by contribution assumption: employee only about $398,519 at 4% or $265,679 at 6%; with 50% employer match about $265,679 at 4% or $177,119 at 6%; with 100% employer match about $199,259 at 4% or $132,840 at 6%.
201314$834,422$61,932$15,483iApproximate average salary by contribution assumption: employee only about $387,075 at 4% or $258,050 at 6%; with 50% employer match about $258,050 at 4% or $172,033 at 6%; with 100% employer match about $193,538 at 4% or $129,025 at 6%.
James Koretz DMD Profit Sharing Plan-4$834,422$61,932$15,483iApproximate average salary by contribution assumption: employee only about $387,075 at 4% or $258,050 at 6%; with 50% employer match about $258,050 at 4% or $172,033 at 6%; with 100% employer match about $193,538 at 4% or $129,025 at 6%.
201215$698,381$58,018$11,604iApproximate average salary by contribution assumption: employee only about $290,090 at 4% or $193,393 at 6%; with 50% employer match about $193,393 at 4% or $128,929 at 6%; with 100% employer match about $145,045 at 4% or $96,697 at 6%.
James Koretz DMD Profit Sharing Plan-5$698,381$58,018$11,604iApproximate average salary by contribution assumption: employee only about $290,090 at 4% or $193,393 at 6%; with 50% employer match about $193,393 at 4% or $128,929 at 6%; with 100% employer match about $145,045 at 4% or $96,697 at 6%.
201114$601,974$61,383$15,346iApproximate average salary by contribution assumption: employee only about $383,644 at 4% or $255,763 at 6%; with 50% employer match about $255,763 at 4% or $170,508 at 6%; with 100% employer match about $191,822 at 4% or $127,881 at 6%.
James Koretz DMD Profit Sharing Plan-4$601,974$61,383$15,346iApproximate average salary by contribution assumption: employee only about $383,644 at 4% or $255,763 at 6%; with 50% employer match about $255,763 at 4% or $170,508 at 6%; with 100% employer match about $191,822 at 4% or $127,881 at 6%.
201015$572,963$62,284$12,457iApproximate average salary by contribution assumption: employee only about $311,420 at 4% or $207,613 at 6%; with 50% employer match about $207,613 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,807 at 6%.
James Koretz DMD Profit Sharing Plan-5$572,963$62,284$12,457iApproximate average salary by contribution assumption: employee only about $311,420 at 4% or $207,613 at 6%; with 50% employer match about $207,613 at 4% or $138,409 at 6%; with 100% employer match about $155,710 at 4% or $103,807 at 6%.
200914$466,840$60,011$15,003iApproximate average salary by contribution assumption: employee only about $375,069 at 4% or $250,046 at 6%; with 50% employer match about $250,046 at 4% or $166,697 at 6%; with 100% employer match about $187,534 at 4% or $125,023 at 6%.
James Koretz DMD Profit Sharing Plan-4$466,840$60,011$15,003iApproximate average salary by contribution assumption: employee only about $375,069 at 4% or $250,046 at 6%; with 50% employer match about $250,046 at 4% or $166,697 at 6%; with 100% employer match about $187,534 at 4% or $125,023 at 6%.
200814$364,156$56,576$14,144iApproximate average salary by contribution assumption: employee only about $353,600 at 4% or $235,733 at 6%; with 50% employer match about $235,733 at 4% or $157,156 at 6%; with 100% employer match about $176,800 at 4% or $117,867 at 6%.
James Koretz DMD Profit Sharing Plan-4$364,156$56,576$14,144iApproximate average salary by contribution assumption: employee only about $353,600 at 4% or $235,733 at 6%; with 50% employer match about $235,733 at 4% or $157,156 at 6%; with 100% employer match about $176,800 at 4% or $117,867 at 6%.
200714$0$0-
James Koretz DMD Profit Sharing Plan-4---
200524$330,627$50,243$12,561iApproximate average salary by contribution assumption: employee only about $314,019 at 4% or $209,346 at 6%; with 50% employer match about $209,346 at 4% or $139,564 at 6%; with 100% employer match about $157,009 at 4% or $104,673 at 6%.
James Koretz DMD Profit Sharing Plan-4$330,627$50,243$12,561iApproximate average salary by contribution assumption: employee only about $314,019 at 4% or $209,346 at 6%; with 50% employer match about $209,346 at 4% or $139,564 at 6%; with 100% employer match about $157,009 at 4% or $104,673 at 6%.
James Koretz DMD Money Purchase Plan-0---
200424$271,715$51,101$12,775iApproximate average salary by contribution assumption: employee only about $319,381 at 4% or $212,921 at 6%; with 50% employer match about $212,921 at 4% or $141,947 at 6%; with 100% employer match about $159,691 at 4% or $106,460 at 6%.
James Koretz DMD Profit Sharing Plan-4$155,863$51,101$12,775iApproximate average salary by contribution assumption: employee only about $319,381 at 4% or $212,921 at 6%; with 50% employer match about $212,921 at 4% or $141,947 at 6%; with 100% employer match about $159,691 at 4% or $106,460 at 6%.
James Koretz DMD Money Purchase Plan-4$115,852--
200323$125,717$46,307$15,436iApproximate average salary by contribution assumption: employee only about $385,892 at 4% or $257,261 at 6%; with 50% employer match about $257,261 at 4% or $171,507 at 6%; with 100% employer match about $192,946 at 4% or $128,631 at 6%.
James Koretz DMD Profit Sharing Plan-3$125,717$46,307$15,436iApproximate average salary by contribution assumption: employee only about $385,892 at 4% or $257,261 at 6%; with 50% employer match about $257,261 at 4% or $171,507 at 6%; with 100% employer match about $192,946 at 4% or $128,631 at 6%.
James Koretz DMD Money Purchase Plan-3---
200215$0$0-
James Koretz DMD Profit Sharing Plan-5---
200125$0$0-
James Koretz DMD Profit Sharing Plan-5---
James Koretz DMD Money Purchase Plan-5---
200025$0$0-
James Koretz DMD Money Purchase Plan-5---
James Koretz DMD Profit Sharing Plan-5---
199924$265,966$33,595$8,399iApproximate average salary by contribution assumption: employee only about $209,969 at 4% or $139,979 at 6%; with 50% employer match about $139,979 at 4% or $93,319 at 6%; with 100% employer match about $104,984 at 4% or $69,990 at 6%.
James Koretz DMD Money Purchase Plan-4$184,608$21,948$5,487iApproximate average salary by contribution assumption: employee only about $137,175 at 4% or $91,450 at 6%; with 50% employer match about $91,450 at 4% or $60,967 at 6%; with 100% employer match about $68,588 at 4% or $45,725 at 6%.
James Koretz DMD Profit Sharing Plan-4$81,358$11,647$2,912iApproximate average salary by contribution assumption: employee only about $72,794 at 4% or $48,529 at 6%; with 50% employer match about $48,529 at 4% or $32,353 at 6%; with 100% employer match about $36,397 at 4% or $24,265 at 6%.