Civic Intelligence

Terry S. Gotthelf, D.D.S.

Plan context: Terry S. Gotthelf, D.D.S. Retirement Plan and Trust

EIN 13-3165480 • Clinton Corners, NY • 11 filings • 3 plans

680 Pumpkin LaneClinton Corners, NY 12514
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$214,250

2009 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$225,814$112,907$0199920052008YearValue
$214,250Latest year 2008

Participants Over Time

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

420199920032007YearValue
3Latest year 2007

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
200910$0$0-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-0$0$0-
200810$214,250$25,000-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-0$214,250$25,000-
200713$0$0-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3---
200612$225,814$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-2$225,814$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200513$179,150$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3$179,150$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200413$153,988$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3$153,988$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200313$113,619$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3$113,619$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200213$0$0-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3---
200113$0$0-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3---
200013$0$0-
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-3---
199914$29,535$29,535$7,384iApproximate average salary by contribution assumption: employee only about $184,594 at 4% or $123,063 at 6%; with 50% employer match about $123,063 at 4% or $82,042 at 6%; with 100% employer match about $92,297 at 4% or $61,531 at 6%.
Terry S. Gotthelf, D.D.S. Retirement Plan and Trust-4$29,535$29,535$7,384iApproximate average salary by contribution assumption: employee only about $184,594 at 4% or $123,063 at 6%; with 50% employer match about $123,063 at 4% or $82,042 at 6%; with 100% employer match about $92,297 at 4% or $61,531 at 6%.