Civic Intelligence

James H Putnam & Peter S Massi Dds

Plan context: James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan

EIN 16-0973596 • New Hartford, NY • 20 filings • 8 plans

210 Old Campion RoadNew Hartford, NY 13413
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$2,471,533

2018 Contributions

$114,297

Historical Graphs

Total Assets Over Time

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

$3,150,450$1,575,225$0199920092018YearValue
$2,471,533Latest year 2018

Participants Over Time

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

1050199920082018YearValue
9Latest 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
201819$2,471,533$114,297$12,700iApproximate average salary by contribution assumption: employee only about $317,492 at 4% or $211,661 at 6%; with 50% employer match about $211,661 at 4% or $141,107 at 6%; with 100% employer match about $158,746 at 4% or $105,831 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$2,471,533$114,297$12,700iApproximate average salary by contribution assumption: employee only about $317,492 at 4% or $211,661 at 6%; with 50% employer match about $211,661 at 4% or $141,107 at 6%; with 100% employer match about $158,746 at 4% or $105,831 at 6%.
201719$2,410,020$103,583$11,509iApproximate average salary by contribution assumption: employee only about $287,731 at 4% or $191,820 at 6%; with 50% employer match about $191,820 at 4% or $127,880 at 6%; with 100% employer match about $143,865 at 4% or $95,910 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$2,410,020$103,583$11,509iApproximate average salary by contribution assumption: employee only about $287,731 at 4% or $191,820 at 6%; with 50% employer match about $191,820 at 4% or $127,880 at 6%; with 100% employer match about $143,865 at 4% or $95,910 at 6%.
201619$1,889,343$79,587$8,843iApproximate average salary by contribution assumption: employee only about $221,075 at 4% or $147,383 at 6%; with 50% employer match about $147,383 at 4% or $98,256 at 6%; with 100% employer match about $110,538 at 4% or $73,692 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$1,889,343$79,587$8,843iApproximate average salary by contribution assumption: employee only about $221,075 at 4% or $147,383 at 6%; with 50% employer match about $147,383 at 4% or $98,256 at 6%; with 100% employer match about $110,538 at 4% or $73,692 at 6%.
201518$1,739,784$97,523$12,190iApproximate average salary by contribution assumption: employee only about $304,759 at 4% or $203,173 at 6%; with 50% employer match about $203,173 at 4% or $135,449 at 6%; with 100% employer match about $152,380 at 4% or $101,586 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-8$1,739,784$97,523$12,190iApproximate average salary by contribution assumption: employee only about $304,759 at 4% or $203,173 at 6%; with 50% employer match about $203,173 at 4% or $135,449 at 6%; with 100% employer match about $152,380 at 4% or $101,586 at 6%.
201410$1,742,925$77,071-
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-0$1,742,925$77,071-
2013110$3,150,450$72,800$7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$3,150,450$72,800$7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%.
2012110$2,566,333$80,120$8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$2,566,333$80,120$8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%.
2011110$2,165,846$60,419$6,042iApproximate average salary by contribution assumption: employee only about $151,048 at 4% or $100,698 at 6%; with 50% employer match about $100,698 at 4% or $67,132 at 6%; with 100% employer match about $75,524 at 4% or $50,349 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$2,165,846$60,419$6,042iApproximate average salary by contribution assumption: employee only about $151,048 at 4% or $100,698 at 6%; with 50% employer match about $100,698 at 4% or $67,132 at 6%; with 100% employer match about $75,524 at 4% or $50,349 at 6%.
2010110$2,283,964$61,167$6,117iApproximate average salary by contribution assumption: employee only about $152,918 at 4% or $101,945 at 6%; with 50% employer match about $101,945 at 4% or $67,963 at 6%; with 100% employer match about $76,459 at 4% or $50,973 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$2,283,964$61,167$6,117iApproximate average salary by contribution assumption: employee only about $152,918 at 4% or $101,945 at 6%; with 50% employer match about $101,945 at 4% or $67,963 at 6%; with 100% employer match about $76,459 at 4% or $50,973 at 6%.
2009110$2,016,519$61,101$6,110iApproximate average salary by contribution assumption: employee only about $152,753 at 4% or $101,835 at 6%; with 50% employer match about $101,835 at 4% or $67,890 at 6%; with 100% employer match about $76,376 at 4% or $50,918 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$2,016,519$61,101$6,110iApproximate average salary by contribution assumption: employee only about $152,753 at 4% or $101,835 at 6%; with 50% employer match about $101,835 at 4% or $67,890 at 6%; with 100% employer match about $76,376 at 4% or $50,918 at 6%.
200819$1,467,418$61,199$6,800iApproximate average salary by contribution assumption: employee only about $169,997 at 4% or $113,331 at 6%; with 50% employer match about $113,331 at 4% or $75,554 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$1,467,418$61,199$6,800iApproximate average salary by contribution assumption: employee only about $169,997 at 4% or $113,331 at 6%; with 50% employer match about $113,331 at 4% or $75,554 at 6%; with 100% employer match about $84,999 at 4% or $56,666 at 6%.
2007110$2,291,239$59,851$5,985iApproximate average salary by contribution assumption: employee only about $149,628 at 4% or $99,752 at 6%; with 50% employer match about $99,752 at 4% or $66,501 at 6%; with 100% employer match about $74,814 at 4% or $49,876 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$2,291,239$59,851$5,985iApproximate average salary by contribution assumption: employee only about $149,628 at 4% or $99,752 at 6%; with 50% employer match about $99,752 at 4% or $66,501 at 6%; with 100% employer match about $74,814 at 4% or $49,876 at 6%.
2006110$1,961,362$61,516$6,152iApproximate average salary by contribution assumption: employee only about $153,790 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,351 at 6%; with 100% employer match about $76,895 at 4% or $51,263 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$1,961,362$61,516$6,152iApproximate average salary by contribution assumption: employee only about $153,790 at 4% or $102,527 at 6%; with 50% employer match about $102,527 at 4% or $68,351 at 6%; with 100% employer match about $76,895 at 4% or $51,263 at 6%.
2005110$1,587,656$57,628$5,763iApproximate average salary by contribution assumption: employee only about $144,070 at 4% or $96,047 at 6%; with 50% employer match about $96,047 at 4% or $64,031 at 6%; with 100% employer match about $72,035 at 4% or $48,023 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$1,587,656$57,628$5,763iApproximate average salary by contribution assumption: employee only about $144,070 at 4% or $96,047 at 6%; with 50% employer match about $96,047 at 4% or $64,031 at 6%; with 100% employer match about $72,035 at 4% or $48,023 at 6%.
2004110$1,378,326$60,781$6,078iApproximate average salary by contribution assumption: employee only about $151,953 at 4% or $101,302 at 6%; with 50% employer match about $101,302 at 4% or $67,534 at 6%; with 100% employer match about $75,976 at 4% or $50,651 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-10$1,378,326$60,781$6,078iApproximate average salary by contribution assumption: employee only about $151,953 at 4% or $101,302 at 6%; with 50% employer match about $101,302 at 4% or $67,534 at 6%; with 100% employer match about $75,976 at 4% or $50,651 at 6%.
200319$1,168,057$53,354$5,928iApproximate average salary by contribution assumption: employee only about $148,206 at 4% or $98,804 at 6%; with 50% employer match about $98,804 at 4% or $65,869 at 6%; with 100% employer match about $74,103 at 4% or $49,402 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$1,168,057$53,354$5,928iApproximate average salary by contribution assumption: employee only about $148,206 at 4% or $98,804 at 6%; with 50% employer match about $98,804 at 4% or $65,869 at 6%; with 100% employer match about $74,103 at 4% or $49,402 at 6%.
200219$836,857$53,964$5,996iApproximate average salary by contribution assumption: employee only about $149,900 at 4% or $99,933 at 6%; with 50% employer match about $99,933 at 4% or $66,622 at 6%; with 100% employer match about $74,950 at 4% or $49,967 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-9$836,857$53,964$5,996iApproximate average salary by contribution assumption: employee only about $149,900 at 4% or $99,933 at 6%; with 50% employer match about $99,933 at 4% or $66,622 at 6%; with 100% employer match about $74,950 at 4% or $49,967 at 6%.
200111$0$0-
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-1---
200017$1,078,815$45,398$6,485iApproximate average salary by contribution assumption: employee only about $162,136 at 4% or $108,090 at 6%; with 50% employer match about $108,090 at 4% or $72,060 at 6%; with 100% employer match about $81,068 at 4% or $54,045 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-7$1,078,815$45,398$6,485iApproximate average salary by contribution assumption: employee only about $162,136 at 4% or $108,090 at 6%; with 50% employer match about $108,090 at 4% or $72,060 at 6%; with 100% employer match about $81,068 at 4% or $54,045 at 6%.
199916$1,110,465$45,398$7,566iApproximate average salary by contribution assumption: employee only about $189,158 at 4% or $126,106 at 6%; with 50% employer match about $126,106 at 4% or $84,070 at 6%; with 100% employer match about $94,579 at 4% or $63,053 at 6%.
James H Putnam & Peter S Massi Dds Profit Sharing Retirement Plan-6$1,110,465$45,398$7,566iApproximate average salary by contribution assumption: employee only about $189,158 at 4% or $126,106 at 6%; with 50% employer match about $126,106 at 4% or $84,070 at 6%; with 100% employer match about $94,579 at 4% or $63,053 at 6%.