Civic Intelligence

Don G. Wartella, D.D.S.

Plan context: Don G. Wartella, D.D.S. Money Purchase Plan

EIN 14-1668121 • Woodstock, NY • 26 filings • 5 plans

117 High Rocks RoadWoodstock, NY 12498
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,586,497

2016 Contributions

$60,818

Historical Graphs

Total Assets Over Time

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

$2,707,532$1,353,766$0199920072015YearValue
$1,586,497Latest year 2015

Participants Over Time

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

840199920072015YearValue
4Latest year 2015

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
201610$0$0-
Don G. Wartella, D.D.S. Money Purchase Plan-0$0--
201514$1,586,497$60,818$15,205iApproximate average salary by contribution assumption: employee only about $380,113 at 4% or $253,408 at 6%; with 50% employer match about $253,408 at 4% or $168,939 at 6%; with 100% employer match about $190,056 at 4% or $126,704 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-4$1,586,497$60,818$15,205iApproximate average salary by contribution assumption: employee only about $380,113 at 4% or $253,408 at 6%; with 50% employer match about $253,408 at 4% or $168,939 at 6%; with 100% employer match about $190,056 at 4% or $126,704 at 6%.
201424$1,613,829$63,081$15,770iApproximate average salary by contribution assumption: employee only about $394,256 at 4% or $262,838 at 6%; with 50% employer match about $262,838 at 4% or $175,225 at 6%; with 100% employer match about $197,128 at 4% or $131,419 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-4$1,613,829$63,081$15,770iApproximate average salary by contribution assumption: employee only about $394,256 at 4% or $262,838 at 6%; with 50% employer match about $262,838 at 4% or $175,225 at 6%; with 100% employer match about $197,128 at 4% or $131,419 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN & TRUST-0$0--
201326$2,707,532$190,362$31,727iApproximate average salary by contribution assumption: employee only about $793,175 at 4% or $528,783 at 6%; with 50% employer match about $528,783 at 4% or $352,522 at 6%; with 100% employer match about $396,588 at 4% or $264,392 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$1,561,956$43,331$7,222iApproximate average salary by contribution assumption: employee only about $180,546 at 4% or $120,364 at 6%; with 50% employer match about $120,364 at 4% or $80,243 at 6%; with 100% employer match about $90,273 at 4% or $60,182 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN & TRUST-6$1,145,576$147,031$24,505iApproximate average salary by contribution assumption: employee only about $612,629 at 4% or $408,419 at 6%; with 50% employer match about $408,419 at 4% or $272,280 at 6%; with 100% employer match about $306,315 at 4% or $204,210 at 6%.
201226$2,183,326$151,222$25,204iApproximate average salary by contribution assumption: employee only about $630,092 at 4% or $420,061 at 6%; with 50% employer match about $420,061 at 4% or $280,041 at 6%; with 100% employer match about $315,046 at 4% or $210,031 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$1,292,280$51,062$8,510iApproximate average salary by contribution assumption: employee only about $212,758 at 4% or $141,839 at 6%; with 50% employer match about $141,839 at 4% or $94,559 at 6%; with 100% employer match about $106,379 at 4% or $70,919 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN & TRUST-6$891,046$100,160$16,693iApproximate average salary by contribution assumption: employee only about $417,333 at 4% or $278,222 at 6%; with 50% employer match about $278,222 at 4% or $185,481 at 6%; with 100% employer match about $208,667 at 4% or $139,111 at 6%.
201128$1,847,486$125,969$15,746iApproximate average salary by contribution assumption: employee only about $393,653 at 4% or $262,435 at 6%; with 50% employer match about $262,435 at 4% or $174,957 at 6%; with 100% employer match about $196,827 at 4% or $131,218 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-8$1,109,287$49,969$6,246iApproximate average salary by contribution assumption: employee only about $156,153 at 4% or $104,102 at 6%; with 50% employer match about $104,102 at 4% or $69,401 at 6%; with 100% employer match about $78,077 at 4% or $52,051 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN & TRUST-7$738,199$76,000$10,857iApproximate average salary by contribution assumption: employee only about $271,429 at 4% or $180,952 at 6%; with 50% employer match about $180,952 at 4% or $120,635 at 6%; with 100% employer match about $135,714 at 4% or $90,476 at 6%.
201028$1,738,289$170,253$21,282iApproximate average salary by contribution assumption: employee only about $532,041 at 4% or $354,694 at 6%; with 50% employer match about $354,694 at 4% or $236,463 at 6%; with 100% employer match about $266,020 at 4% or $177,347 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-8$1,093,789$50,253$6,282iApproximate average salary by contribution assumption: employee only about $157,041 at 4% or $104,694 at 6%; with 50% employer match about $104,694 at 4% or $69,796 at 6%; with 100% employer match about $78,520 at 4% or $52,347 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN AND TRUST-8$644,500$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200925$1,326,194$166,090$33,218iApproximate average salary by contribution assumption: employee only about $830,450 at 4% or $553,633 at 6%; with 50% employer match about $553,633 at 4% or $369,089 at 6%; with 100% employer match about $415,225 at 4% or $276,817 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-5$893,407$46,082$9,216iApproximate average salary by contribution assumption: employee only about $230,410 at 4% or $153,607 at 6%; with 50% employer match about $153,607 at 4% or $102,404 at 6%; with 100% employer match about $115,205 at 4% or $76,803 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN AND TRUST-4$432,787$120,008$30,002iApproximate average salary by contribution assumption: employee only about $750,050 at 4% or $500,033 at 6%; with 50% employer match about $500,033 at 4% or $333,356 at 6%; with 100% employer match about $375,025 at 4% or $250,017 at 6%.
200826$949,457$229,235$38,206iApproximate average salary by contribution assumption: employee only about $955,146 at 4% or $636,764 at 6%; with 50% employer match about $636,764 at 4% or $424,509 at 6%; with 100% employer match about $477,573 at 4% or $318,382 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$694,116$40,247$6,708iApproximate average salary by contribution assumption: employee only about $167,696 at 4% or $111,797 at 6%; with 50% employer match about $111,797 at 4% or $74,531 at 6%; with 100% employer match about $83,848 at 4% or $55,899 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN AND TRUST-6$255,341$188,988$31,498iApproximate average salary by contribution assumption: employee only about $787,450 at 4% or $524,967 at 6%; with 50% employer match about $524,967 at 4% or $349,978 at 6%; with 100% employer match about $393,725 at 4% or $262,483 at 6%.
200726$1,064,998$47,121$7,854iApproximate average salary by contribution assumption: employee only about $196,338 at 4% or $130,892 at 6%; with 50% employer match about $130,892 at 4% or $87,261 at 6%; with 100% employer match about $98,169 at 4% or $65,446 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-5$1,064,998$47,121$9,424iApproximate average salary by contribution assumption: employee only about $235,605 at 4% or $157,070 at 6%; with 50% employer match about $157,070 at 4% or $104,713 at 6%; with 100% employer match about $117,803 at 4% or $78,535 at 6%.
DON G. WARTELLA, D.D.S. CASH BALANCE PLAN AND TRUST-6---
200613$933,817$54,475$18,158iApproximate average salary by contribution assumption: employee only about $453,958 at 4% or $302,639 at 6%; with 50% employer match about $302,639 at 4% or $201,759 at 6%; with 100% employer match about $226,979 at 4% or $151,319 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-3$933,817$54,475$18,158iApproximate average salary by contribution assumption: employee only about $453,958 at 4% or $302,639 at 6%; with 50% employer match about $302,639 at 4% or $201,759 at 6%; with 100% employer match about $226,979 at 4% or $151,319 at 6%.
200515$765,840$47,589$9,518iApproximate average salary by contribution assumption: employee only about $237,945 at 4% or $158,630 at 6%; with 50% employer match about $158,630 at 4% or $105,753 at 6%; with 100% employer match about $118,972 at 4% or $79,315 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-5$765,840$47,589$9,518iApproximate average salary by contribution assumption: employee only about $237,945 at 4% or $158,630 at 6%; with 50% employer match about $158,630 at 4% or $105,753 at 6%; with 100% employer match about $118,972 at 4% or $79,315 at 6%.
200415$699,788$49,527$9,905iApproximate average salary by contribution assumption: employee only about $247,635 at 4% or $165,090 at 6%; with 50% employer match about $165,090 at 4% or $110,060 at 6%; with 100% employer match about $123,818 at 4% or $82,545 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-5$699,788$49,527$9,905iApproximate average salary by contribution assumption: employee only about $247,635 at 4% or $165,090 at 6%; with 50% employer match about $165,090 at 4% or $110,060 at 6%; with 100% employer match about $123,818 at 4% or $82,545 at 6%.
200316$611,600$46,229$7,705iApproximate average salary by contribution assumption: employee only about $192,621 at 4% or $128,414 at 6%; with 50% employer match about $128,414 at 4% or $85,609 at 6%; with 100% employer match about $96,310 at 4% or $64,207 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$611,600$46,229$7,705iApproximate average salary by contribution assumption: employee only about $192,621 at 4% or $128,414 at 6%; with 50% employer match about $128,414 at 4% or $85,609 at 6%; with 100% employer match about $96,310 at 4% or $64,207 at 6%.
200214$490,702$49,969$12,492iApproximate average salary by contribution assumption: employee only about $312,306 at 4% or $208,204 at 6%; with 50% employer match about $208,204 at 4% or $138,803 at 6%; with 100% employer match about $156,153 at 4% or $104,102 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-4$490,702$49,969$12,492iApproximate average salary by contribution assumption: employee only about $312,306 at 4% or $208,204 at 6%; with 50% employer match about $208,204 at 4% or $138,803 at 6%; with 100% employer match about $156,153 at 4% or $104,102 at 6%.
200116$529,708$49,422$8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$529,708$49,422$8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%.
200016$523,639$43,625$7,271iApproximate average salary by contribution assumption: employee only about $181,771 at 4% or $121,181 at 6%; with 50% employer match about $121,181 at 4% or $80,787 at 6%; with 100% employer match about $90,885 at 4% or $60,590 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$523,639$43,625$7,271iApproximate average salary by contribution assumption: employee only about $181,771 at 4% or $121,181 at 6%; with 50% employer match about $121,181 at 4% or $80,787 at 6%; with 100% employer match about $90,885 at 4% or $60,590 at 6%.
199916$554,506$43,181$7,197iApproximate average salary by contribution assumption: employee only about $179,921 at 4% or $119,947 at 6%; with 50% employer match about $119,947 at 4% or $79,965 at 6%; with 100% employer match about $89,960 at 4% or $59,974 at 6%.
Don G. Wartella, D.D.S. Money Purchase Plan-6$554,506$43,181$7,197iApproximate average salary by contribution assumption: employee only about $179,921 at 4% or $119,947 at 6%; with 50% employer match about $119,947 at 4% or $79,965 at 6%; with 100% employer match about $89,960 at 4% or $59,974 at 6%.