Civic Intelligence

Robert D. Willis D.D.S. PC.

Plan context: THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 16-1419904 • Brewerton, NY • 36 filings • 5 plans

5500 Bartell Road, Suite #5Brewerton, NY 13029
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,871,755

2018 Contributions

$857,657

Historical Graphs

Total Assets Over Time

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

$5,273,983$2,636,992$0199920092017YearValue
$1,871,755Latest year 2017

Participants Over Time

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

950199920082017YearValue
2Latest year 2017

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
201810$0$0-
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0--
201712$1,871,755$0-
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-2$1,871,755$0-
201612$1,793,626$0-
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-2$1,793,626$0-
201529$5,273,983$857,657$95,295iApproximate average salary by contribution assumption: employee only about $2,382,381 at 4% or $1,588,254 at 6%; with 50% employer match about $1,588,254 at 4% or $1,058,836 at 6%; with 100% employer match about $1,191,190 at 4% or $794,127 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$3,489,656$90,657$12,951iApproximate average salary by contribution assumption: employee only about $323,775 at 4% or $215,850 at 6%; with 50% employer match about $215,850 at 4% or $143,900 at 6%; with 100% employer match about $161,888 at 4% or $107,925 at 6%.
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-9$1,784,327$767,000$85,222iApproximate average salary by contribution assumption: employee only about $2,130,556 at 4% or $1,420,370 at 6%; with 50% employer match about $1,420,370 at 4% or $946,914 at 6%; with 100% employer match about $1,065,278 at 4% or $710,185 at 6%.
201427$4,920,619$621,778$88,825iApproximate average salary by contribution assumption: employee only about $2,220,636 at 4% or $1,480,424 at 6%; with 50% employer match about $1,480,424 at 4% or $986,949 at 6%; with 100% employer match about $1,110,318 at 4% or $740,212 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$3,878,823$84,778$12,111iApproximate average salary by contribution assumption: employee only about $302,779 at 4% or $201,852 at 6%; with 50% employer match about $201,852 at 4% or $134,568 at 6%; with 100% employer match about $151,389 at 4% or $100,926 at 6%.
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$1,041,796$537,000$76,714iApproximate average salary by contribution assumption: employee only about $1,917,857 at 4% or $1,278,571 at 6%; with 50% employer match about $1,278,571 at 4% or $852,381 at 6%; with 100% employer match about $958,929 at 4% or $639,286 at 6%.
201327$4,206,322$577,877$82,554iApproximate average salary by contribution assumption: employee only about $2,063,846 at 4% or $1,375,898 at 6%; with 50% employer match about $1,375,898 at 4% or $917,265 at 6%; with 100% employer match about $1,031,923 at 4% or $687,949 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-6$3,699,322$70,877$11,813iApproximate average salary by contribution assumption: employee only about $295,321 at 4% or $196,881 at 6%; with 50% employer match about $196,881 at 4% or $131,254 at 6%; with 100% employer match about $147,660 at 4% or $98,440 at 6%.
THE KID'S DENTIST DEFINED BENEFIT CASH BALANCE PLAN & TRUST-7$507,000$507,000$72,429iApproximate average salary by contribution assumption: employee only about $1,810,714 at 4% or $1,207,143 at 6%; with 50% employer match about $1,207,143 at 4% or $804,762 at 6%; with 100% employer match about $905,357 at 4% or $603,571 at 6%.
201227$3,447,142$123,889$17,698iApproximate average salary by contribution assumption: employee only about $442,461 at 4% or $294,974 at 6%; with 50% employer match about $294,974 at 4% or $196,649 at 6%; with 100% employer match about $221,230 at 4% or $147,487 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$3,447,142$123,889$17,698iApproximate average salary by contribution assumption: employee only about $442,461 at 4% or $294,974 at 6%; with 50% employer match about $294,974 at 4% or $196,649 at 6%; with 100% employer match about $221,230 at 4% or $147,487 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-0$0$0-
201127$3,447,754$126,718$18,103iApproximate average salary by contribution assumption: employee only about $452,564 at 4% or $301,710 at 6%; with 50% employer match about $301,710 at 4% or $201,140 at 6%; with 100% employer match about $226,282 at 4% or $150,855 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$3,036,438$126,718$18,103iApproximate average salary by contribution assumption: employee only about $452,564 at 4% or $301,710 at 6%; with 50% employer match about $301,710 at 4% or $201,140 at 6%; with 100% employer match about $226,282 at 4% or $150,855 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-6$411,316$0-
201028$3,306,363$1,329,567$166,196iApproximate average salary by contribution assumption: employee only about $4,154,897 at 4% or $2,769,931 at 6%; with 50% employer match about $2,769,931 at 4% or $1,846,621 at 6%; with 100% employer match about $2,077,448 at 4% or $1,384,966 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-8$2,901,563$1,327,067$165,883iApproximate average salary by contribution assumption: employee only about $4,147,084 at 4% or $2,764,723 at 6%; with 50% employer match about $2,764,723 at 4% or $1,843,149 at 6%; with 100% employer match about $2,073,542 at 4% or $1,382,361 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-4$404,800$2,500$625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%.
200929$1,807,690$161,587$17,954iApproximate average salary by contribution assumption: employee only about $448,853 at 4% or $299,235 at 6%; with 50% employer match about $299,235 at 4% or $199,490 at 6%; with 100% employer match about $224,426 at 4% or $149,618 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-9$1,430,901$114,382$12,709iApproximate average salary by contribution assumption: employee only about $317,728 at 4% or $211,819 at 6%; with 50% employer match about $211,819 at 4% or $141,212 at 6%; with 100% employer match about $158,864 at 4% or $105,909 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-6$376,789$47,205$7,868iApproximate average salary by contribution assumption: employee only about $196,688 at 4% or $131,125 at 6%; with 50% employer match about $131,125 at 4% or $87,417 at 6%; with 100% employer match about $98,344 at 4% or $65,563 at 6%.
200828$1,543,590$138,809$17,351iApproximate average salary by contribution assumption: employee only about $433,778 at 4% or $289,185 at 6%; with 50% employer match about $289,185 at 4% or $192,790 at 6%; with 100% employer match about $216,889 at 4% or $144,593 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-8$1,227,897$104,809$13,101iApproximate average salary by contribution assumption: employee only about $327,528 at 4% or $218,352 at 6%; with 50% employer match about $218,352 at 4% or $145,568 at 6%; with 100% employer match about $163,764 at 4% or $109,176 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-6$315,693$34,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
200727$0$0-
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7---
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-7---
200627$1,965,359$132,493$18,928iApproximate average salary by contribution assumption: employee only about $473,189 at 4% or $315,460 at 6%; with 50% employer match about $315,460 at 4% or $210,306 at 6%; with 100% employer match about $236,595 at 4% or $157,730 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$1,650,214$101,162$14,452iApproximate average salary by contribution assumption: employee only about $361,293 at 4% or $240,862 at 6%; with 50% employer match about $240,862 at 4% or $160,575 at 6%; with 100% employer match about $180,646 at 4% or $120,431 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-7$315,145$31,331$4,476iApproximate average salary by contribution assumption: employee only about $111,896 at 4% or $74,598 at 6%; with 50% employer match about $74,598 at 4% or $49,732 at 6%; with 100% employer match about $55,948 at 4% or $37,299 at 6%.
200527$1,768,327$121,482$17,355iApproximate average salary by contribution assumption: employee only about $433,864 at 4% or $289,243 at 6%; with 50% employer match about $289,243 at 4% or $192,829 at 6%; with 100% employer match about $216,932 at 4% or $144,621 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$1,506,559$87,073$12,439iApproximate average salary by contribution assumption: employee only about $310,975 at 4% or $207,317 at 6%; with 50% employer match about $207,317 at 4% or $138,211 at 6%; with 100% employer match about $155,488 at 4% or $103,658 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-7$261,768$34,409$4,916iApproximate average salary by contribution assumption: employee only about $122,889 at 4% or $81,926 at 6%; with 50% employer match about $81,926 at 4% or $54,617 at 6%; with 100% employer match about $61,445 at 4% or $40,963 at 6%.
200427$1,454,860$123,371$17,624iApproximate average salary by contribution assumption: employee only about $440,611 at 4% or $293,740 at 6%; with 50% employer match about $293,740 at 4% or $195,827 at 6%; with 100% employer match about $220,305 at 4% or $146,870 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$1,247,612$86,935$12,419iApproximate average salary by contribution assumption: employee only about $310,482 at 4% or $206,988 at 6%; with 50% employer match about $206,988 at 4% or $137,992 at 6%; with 100% employer match about $155,241 at 4% or $103,494 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-7$207,248$36,436$5,205iApproximate average salary by contribution assumption: employee only about $130,129 at 4% or $86,752 at 6%; with 50% employer match about $86,752 at 4% or $57,835 at 6%; with 100% employer match about $65,064 at 4% or $43,376 at 6%.
200326$1,066,803$117,315$19,553iApproximate average salary by contribution assumption: employee only about $488,813 at 4% or $325,875 at 6%; with 50% employer match about $325,875 at 4% or $217,250 at 6%; with 100% employer match about $244,406 at 4% or $162,938 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-6$922,966$84,960$14,160iApproximate average salary by contribution assumption: employee only about $354,000 at 4% or $236,000 at 6%; with 50% employer match about $236,000 at 4% or $157,333 at 6%; with 100% employer match about $177,000 at 4% or $118,000 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-6$143,837$32,355$5,393iApproximate average salary by contribution assumption: employee only about $134,813 at 4% or $89,875 at 6%; with 50% employer match about $89,875 at 4% or $59,917 at 6%; with 100% employer match about $67,406 at 4% or $44,938 at 6%.
200228$725,798$106,535$13,317iApproximate average salary by contribution assumption: employee only about $332,922 at 4% or $221,948 at 6%; with 50% employer match about $221,948 at 4% or $147,965 at 6%; with 100% employer match about $166,461 at 4% or $110,974 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-8$649,682$67,533$8,442iApproximate average salary by contribution assumption: employee only about $211,041 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,520 at 4% or $70,347 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-8$76,116$39,002$4,875iApproximate average salary by contribution assumption: employee only about $121,881 at 4% or $81,254 at 6%; with 50% employer match about $81,254 at 4% or $54,169 at 6%; with 100% employer match about $60,941 at 4% or $40,627 at 6%.
200128$703,883$76,491$9,561iApproximate average salary by contribution assumption: employee only about $239,034 at 4% or $159,356 at 6%; with 50% employer match about $159,356 at 4% or $106,238 at 6%; with 100% employer match about $119,517 at 4% or $79,678 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-8$647,983$50,044$6,256iApproximate average salary by contribution assumption: employee only about $156,388 at 4% or $104,258 at 6%; with 50% employer match about $104,258 at 4% or $69,506 at 6%; with 100% employer match about $78,194 at 4% or $52,129 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-5$55,900$26,447$5,289iApproximate average salary by contribution assumption: employee only about $132,235 at 4% or $88,157 at 6%; with 50% employer match about $88,157 at 4% or $58,771 at 6%; with 100% employer match about $66,118 at 4% or $44,078 at 6%.
200026$593,901$47,562$7,927iApproximate average salary by contribution assumption: employee only about $198,175 at 4% or $132,117 at 6%; with 50% employer match about $132,117 at 4% or $88,078 at 6%; with 100% employer match about $99,088 at 4% or $66,058 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-6$593,901$47,562$7,927iApproximate average salary by contribution assumption: employee only about $198,175 at 4% or $132,117 at 6%; with 50% employer match about $132,117 at 4% or $88,078 at 6%; with 100% employer match about $99,088 at 4% or $66,058 at 6%.
Robert D. Willis, D.D.S. PC. Defined Benefit Pension Plan & Trust-6---
199917$475,664$45,477$6,497iApproximate average salary by contribution assumption: employee only about $162,418 at 4% or $108,279 at 6%; with 50% employer match about $108,279 at 4% or $72,186 at 6%; with 100% employer match about $81,209 at 4% or $54,139 at 6%.
Robert D. Willis, D.D.S. PC. Money Purchase Pension Plan-7$475,664$45,477$6,497iApproximate average salary by contribution assumption: employee only about $162,418 at 4% or $108,279 at 6%; with 50% employer match about $108,279 at 4% or $72,186 at 6%; with 100% employer match about $81,209 at 4% or $54,139 at 6%.