Civic Intelligence

Jeffrey W. Schultz, Dds & Patrick J

Plan context: Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan

EIN 16-1421002 • Watkins Glen, NY • 15 filings • 3 plans

703 South Decatur StreetWatkins Glen, NY 14891
Current Snapshot

Latest Year

2013

2013 Participants

9

2013 Assets

$1,706,999

2013 Contributions

$39,604

Historical Graphs

Total Assets Over Time

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

$1,706,999$853,500$0199920062012YearValue
$1,706,999Latest year 2012

Participants Over Time

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

1160199920062012YearValue
9Latest year 2012

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
201310$0$39,604-
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-0$0$39,604-
201219$1,706,999$104,373$11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$1,706,999$104,373$11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%.
2011111$1,428,781$106,582$9,689iApproximate average salary by contribution assumption: employee only about $242,232 at 4% or $161,488 at 6%; with 50% employer match about $161,488 at 4% or $107,659 at 6%; with 100% employer match about $121,116 at 4% or $80,744 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-11$1,428,781$106,582$9,689iApproximate average salary by contribution assumption: employee only about $242,232 at 4% or $161,488 at 6%; with 50% employer match about $161,488 at 4% or $107,659 at 6%; with 100% employer match about $121,116 at 4% or $80,744 at 6%.
201019$1,385,262$109,004$12,112iApproximate average salary by contribution assumption: employee only about $302,789 at 4% or $201,859 at 6%; with 50% employer match about $201,859 at 4% or $134,573 at 6%; with 100% employer match about $151,394 at 4% or $100,930 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$1,385,262$109,004$12,112iApproximate average salary by contribution assumption: employee only about $302,789 at 4% or $201,859 at 6%; with 50% employer match about $201,859 at 4% or $134,573 at 6%; with 100% employer match about $151,394 at 4% or $100,930 at 6%.
2009111$1,143,554$106,092$9,645iApproximate average salary by contribution assumption: employee only about $241,118 at 4% or $160,745 at 6%; with 50% employer match about $160,745 at 4% or $107,164 at 6%; with 100% employer match about $120,559 at 4% or $80,373 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-11$1,143,554$106,092$9,645iApproximate average salary by contribution assumption: employee only about $241,118 at 4% or $160,745 at 6%; with 50% employer match about $160,745 at 4% or $107,164 at 6%; with 100% employer match about $120,559 at 4% or $80,373 at 6%.
2008111$802,205$0-
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-11$802,205--
2007110$1,085,075$96,905$9,691iApproximate average salary by contribution assumption: employee only about $242,263 at 4% or $161,508 at 6%; with 50% employer match about $161,508 at 4% or $107,672 at 6%; with 100% employer match about $121,131 at 4% or $80,754 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-10$1,085,075$96,905$9,691iApproximate average salary by contribution assumption: employee only about $242,263 at 4% or $161,508 at 6%; with 50% employer match about $161,508 at 4% or $107,672 at 6%; with 100% employer match about $121,131 at 4% or $80,754 at 6%.
2006111$907,364$94,792$8,617iApproximate average salary by contribution assumption: employee only about $215,436 at 4% or $143,624 at 6%; with 50% employer match about $143,624 at 4% or $95,749 at 6%; with 100% employer match about $107,718 at 4% or $71,812 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-11$907,364$94,792$8,617iApproximate average salary by contribution assumption: employee only about $215,436 at 4% or $143,624 at 6%; with 50% employer match about $143,624 at 4% or $95,749 at 6%; with 100% employer match about $107,718 at 4% or $71,812 at 6%.
200519$723,146$70,050$7,783iApproximate average salary by contribution assumption: employee only about $194,583 at 4% or $129,722 at 6%; with 50% employer match about $129,722 at 4% or $86,481 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$723,146$70,050$7,783iApproximate average salary by contribution assumption: employee only about $194,583 at 4% or $129,722 at 6%; with 50% employer match about $129,722 at 4% or $86,481 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
200419$651,476$70,367$7,819iApproximate average salary by contribution assumption: employee only about $195,464 at 4% or $130,309 at 6%; with 50% employer match about $130,309 at 4% or $86,873 at 6%; with 100% employer match about $97,732 at 4% or $65,155 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$651,476$70,367$7,819iApproximate average salary by contribution assumption: employee only about $195,464 at 4% or $130,309 at 6%; with 50% employer match about $130,309 at 4% or $86,873 at 6%; with 100% employer match about $97,732 at 4% or $65,155 at 6%.
2003110$531,365$65,119$6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,354 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-10$531,365$65,119$6,512iApproximate average salary by contribution assumption: employee only about $162,798 at 4% or $108,532 at 6%; with 50% employer match about $108,532 at 4% or $72,354 at 6%; with 100% employer match about $81,399 at 4% or $54,266 at 6%.
2002110$374,723$60,053$6,005iApproximate average salary by contribution assumption: employee only about $150,133 at 4% or $100,088 at 6%; with 50% employer match about $100,088 at 4% or $66,726 at 6%; with 100% employer match about $75,066 at 4% or $50,044 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-10$374,723$60,053$6,005iApproximate average salary by contribution assumption: employee only about $150,133 at 4% or $100,088 at 6%; with 50% employer match about $100,088 at 4% or $66,726 at 6%; with 100% employer match about $75,066 at 4% or $50,044 at 6%.
200119$423,592$51,741$5,749iApproximate average salary by contribution assumption: employee only about $143,725 at 4% or $95,817 at 6%; with 50% employer match about $95,817 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,908 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$423,592$51,741$5,749iApproximate average salary by contribution assumption: employee only about $143,725 at 4% or $95,817 at 6%; with 50% employer match about $95,817 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,908 at 6%.
2000110$430,755$47,998$4,800iApproximate average salary by contribution assumption: employee only about $119,995 at 4% or $79,997 at 6%; with 50% employer match about $79,997 at 4% or $53,331 at 6%; with 100% employer match about $59,998 at 4% or $39,998 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-10$430,755$47,998$4,800iApproximate average salary by contribution assumption: employee only about $119,995 at 4% or $79,997 at 6%; with 50% employer match about $79,997 at 4% or $53,331 at 6%; with 100% employer match about $59,998 at 4% or $39,998 at 6%.
199919$413,113$47,773$5,308iApproximate average salary by contribution assumption: employee only about $132,703 at 4% or $88,469 at 6%; with 50% employer match about $88,469 at 4% or $58,979 at 6%; with 100% employer match about $66,351 at 4% or $44,234 at 6%.
Jeffrey W. Schultz, Dds & Patrick J. Fitzgerald, Dds 401K Plan-9$413,113$47,773$5,308iApproximate average salary by contribution assumption: employee only about $132,703 at 4% or $88,469 at 6%; with 50% employer match about $88,469 at 4% or $58,979 at 6%; with 100% employer match about $66,351 at 4% or $44,234 at 6%.