Civic Intelligence

Robert G. Pease, Jr., Dds

Plan context: Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)

EIN 16-1321752 • Canandaigua, NY • 23 filings • 8 plans

10 Brook StreetCanandaigua, NY 14424
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$331,300

2021 Contributions

$11,200

Historical Graphs

Total Assets Over Time

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

$2,021,591$1,010,796$0200020112021YearValue
$331,300Latest year 2021

Participants Over Time

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

1160200020112021YearValue
5Latest year 2021

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
202125$331,300$0-
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-5$331,300$0-
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-0$0$0-
202016$275,300$11,200$1,867iApproximate average salary by contribution assumption: employee only about $46,667 at 4% or $31,111 at 6%; with 50% employer match about $31,111 at 4% or $20,741 at 6%; with 100% employer match about $23,333 at 4% or $15,556 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-6$275,300$11,200$1,867iApproximate average salary by contribution assumption: employee only about $46,667 at 4% or $31,111 at 6%; with 50% employer match about $31,111 at 4% or $20,741 at 6%; with 100% employer match about $23,333 at 4% or $15,556 at 6%.
201919$2,021,591$59,559$6,618iApproximate average salary by contribution assumption: employee only about $165,442 at 4% or $110,294 at 6%; with 50% employer match about $110,294 at 4% or $73,530 at 6%; with 100% employer match about $82,721 at 4% or $55,147 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$2,021,591$59,559$6,618iApproximate average salary by contribution assumption: employee only about $165,442 at 4% or $110,294 at 6%; with 50% employer match about $110,294 at 4% or $73,530 at 6%; with 100% employer match about $82,721 at 4% or $55,147 at 6%.
201819$1,601,585$67,403$7,489iApproximate average salary by contribution assumption: employee only about $187,231 at 4% or $124,820 at 6%; with 50% employer match about $124,820 at 4% or $83,214 at 6%; with 100% employer match about $93,615 at 4% or $62,410 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$1,601,585$67,403$7,489iApproximate average salary by contribution assumption: employee only about $187,231 at 4% or $124,820 at 6%; with 50% employer match about $124,820 at 4% or $83,214 at 6%; with 100% employer match about $93,615 at 4% or $62,410 at 6%.
201719$1,656,468$67,414$7,490iApproximate average salary by contribution assumption: employee only about $187,261 at 4% or $124,841 at 6%; with 50% employer match about $124,841 at 4% or $83,227 at 6%; with 100% employer match about $93,631 at 4% or $62,420 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$1,656,468$67,414$7,490iApproximate average salary by contribution assumption: employee only about $187,261 at 4% or $124,841 at 6%; with 50% employer match about $124,841 at 4% or $83,227 at 6%; with 100% employer match about $93,631 at 4% or $62,420 at 6%.
2016110$1,519,759$69,466$6,947iApproximate average salary by contribution assumption: employee only about $173,665 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,184 at 6%; with 100% employer match about $86,833 at 4% or $57,888 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$1,519,759$69,466$6,947iApproximate average salary by contribution assumption: employee only about $173,665 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,184 at 6%; with 100% employer match about $86,833 at 4% or $57,888 at 6%.
2015110$1,307,717$66,362$6,636iApproximate average salary by contribution assumption: employee only about $165,905 at 4% or $110,603 at 6%; with 50% employer match about $110,603 at 4% or $73,736 at 6%; with 100% employer match about $82,953 at 4% or $55,302 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$1,307,717$66,362$6,636iApproximate average salary by contribution assumption: employee only about $165,905 at 4% or $110,603 at 6%; with 50% employer match about $110,603 at 4% or $73,736 at 6%; with 100% employer match about $82,953 at 4% or $55,302 at 6%.
2014110$1,261,280$63,045$6,305iApproximate average salary by contribution assumption: employee only about $157,613 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,538 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$1,261,280$63,045$6,305iApproximate average salary by contribution assumption: employee only about $157,613 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,538 at 6%.
2013110$1,137,931$66,573$6,657iApproximate average salary by contribution assumption: employee only about $166,433 at 4% or $110,955 at 6%; with 50% employer match about $110,955 at 4% or $73,970 at 6%; with 100% employer match about $83,216 at 4% or $55,478 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$1,137,931$66,573$6,657iApproximate average salary by contribution assumption: employee only about $166,433 at 4% or $110,955 at 6%; with 50% employer match about $110,955 at 4% or $73,970 at 6%; with 100% employer match about $83,216 at 4% or $55,478 at 6%.
2012110$865,019$70,625$7,063iApproximate average salary by contribution assumption: employee only about $176,563 at 4% or $117,708 at 6%; with 50% employer match about $117,708 at 4% or $78,472 at 6%; with 100% employer match about $88,281 at 4% or $58,854 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$865,019$70,625$7,063iApproximate average salary by contribution assumption: employee only about $176,563 at 4% or $117,708 at 6%; with 50% employer match about $117,708 at 4% or $78,472 at 6%; with 100% employer match about $88,281 at 4% or $58,854 at 6%.
201119$693,955$55,426$6,158iApproximate average salary by contribution assumption: employee only about $153,961 at 4% or $102,641 at 6%; with 50% employer match about $102,641 at 4% or $68,427 at 6%; with 100% employer match about $76,981 at 4% or $51,320 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$693,955$55,426$6,158iApproximate average salary by contribution assumption: employee only about $153,961 at 4% or $102,641 at 6%; with 50% employer match about $102,641 at 4% or $68,427 at 6%; with 100% employer match about $76,981 at 4% or $51,320 at 6%.
2010111$752,215$81,391$7,399iApproximate average salary by contribution assumption: employee only about $184,980 at 4% or $123,320 at 6%; with 50% employer match about $123,320 at 4% or $82,213 at 6%; with 100% employer match about $92,490 at 4% or $61,660 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-11$752,215$81,391$7,399iApproximate average salary by contribution assumption: employee only about $184,980 at 4% or $123,320 at 6%; with 50% employer match about $123,320 at 4% or $82,213 at 6%; with 100% employer match about $92,490 at 4% or $61,660 at 6%.
2009110$580,702$48,913$4,891iApproximate average salary by contribution assumption: employee only about $122,283 at 4% or $81,522 at 6%; with 50% employer match about $81,522 at 4% or $54,348 at 6%; with 100% employer match about $61,141 at 4% or $40,761 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$580,702$48,913$4,891iApproximate average salary by contribution assumption: employee only about $122,283 at 4% or $81,522 at 6%; with 50% employer match about $81,522 at 4% or $54,348 at 6%; with 100% employer match about $61,141 at 4% or $40,761 at 6%.
2008110$418,160$59,033$5,903iApproximate average salary by contribution assumption: employee only about $147,583 at 4% or $98,388 at 6%; with 50% employer match about $98,388 at 4% or $65,592 at 6%; with 100% employer match about $73,791 at 4% or $49,194 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$418,160$59,033$5,903iApproximate average salary by contribution assumption: employee only about $147,583 at 4% or $98,388 at 6%; with 50% employer match about $98,388 at 4% or $65,592 at 6%; with 100% employer match about $73,791 at 4% or $49,194 at 6%.
200719$554,733$67,944$7,549iApproximate average salary by contribution assumption: employee only about $188,733 at 4% or $125,822 at 6%; with 50% employer match about $125,822 at 4% or $83,881 at 6%; with 100% employer match about $94,367 at 4% or $62,911 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$554,733$67,944$7,549iApproximate average salary by contribution assumption: employee only about $188,733 at 4% or $125,822 at 6%; with 50% employer match about $125,822 at 4% or $83,881 at 6%; with 100% employer match about $94,367 at 4% or $62,911 at 6%.
2006111$471,576$71,016$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-11$471,576$71,016$6,456iApproximate average salary by contribution assumption: employee only about $161,400 at 4% or $107,600 at 6%; with 50% employer match about $107,600 at 4% or $71,733 at 6%; with 100% employer match about $80,700 at 4% or $53,800 at 6%.
2005110$348,333$43,591$4,359iApproximate average salary by contribution assumption: employee only about $108,978 at 4% or $72,652 at 6%; with 50% employer match about $72,652 at 4% or $48,434 at 6%; with 100% employer match about $54,489 at 4% or $36,326 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-10$348,333$43,591$4,359iApproximate average salary by contribution assumption: employee only about $108,978 at 4% or $72,652 at 6%; with 50% employer match about $72,652 at 4% or $48,434 at 6%; with 100% employer match about $54,489 at 4% or $36,326 at 6%.
200419$282,708$17,688$1,965iApproximate average salary by contribution assumption: employee only about $49,133 at 4% or $32,756 at 6%; with 50% employer match about $32,756 at 4% or $21,837 at 6%; with 100% employer match about $24,567 at 4% or $16,378 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-9$282,708$17,688$1,965iApproximate average salary by contribution assumption: employee only about $49,133 at 4% or $32,756 at 6%; with 50% employer match about $32,756 at 4% or $21,837 at 6%; with 100% employer match about $24,567 at 4% or $16,378 at 6%.
200318$241,657$30,134$3,767iApproximate average salary by contribution assumption: employee only about $94,169 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,390 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-8$241,657$30,134$3,767iApproximate average salary by contribution assumption: employee only about $94,169 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,390 at 6%.
200215$170,997$21,518$4,304iApproximate average salary by contribution assumption: employee only about $107,590 at 4% or $71,727 at 6%; with 50% employer match about $71,727 at 4% or $47,818 at 6%; with 100% employer match about $53,795 at 4% or $35,863 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-5$170,997$21,518$4,304iApproximate average salary by contribution assumption: employee only about $107,590 at 4% or $71,727 at 6%; with 50% employer match about $71,727 at 4% or $47,818 at 6%; with 100% employer match about $53,795 at 4% or $35,863 at 6%.
200114$0$0-
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-4---
200015$252,245$8,000$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
Robert G. Pease, Jr., Dds Self-Employed Retirement Plan 401(K)-5$252,245$8,000$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.