Civic Intelligence

Ann Borgstrom, D.D.S. PC.

Plan context: Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan

EIN 16-1612735 • Canandaigua, NY • 17 filings • 7 plans

191 Parrish St.Canandaigua, NY 14424
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,736,636

2017 Contributions

$137,762

Historical Graphs

Total Assets Over Time

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

$1,736,636$868,318$0200220102017YearValue
$1,736,636Latest year 2017

Participants Over Time

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

840200220102017YearValue
1Latest 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
201721$1,736,636$0-
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-1$1,736,636$0-
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-0$0$0-
201611$1,486,824$137,762$137,762iApproximate average salary by contribution assumption: employee only about $3,444,050 at 4% or $2,296,033 at 6%; with 50% employer match about $2,296,033 at 4% or $1,530,689 at 6%; with 100% employer match about $1,722,025 at 4% or $1,148,017 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-1$1,486,824$137,762$137,762iApproximate average salary by contribution assumption: employee only about $3,444,050 at 4% or $2,296,033 at 6%; with 50% employer match about $2,296,033 at 4% or $1,530,689 at 6%; with 100% employer match about $1,722,025 at 4% or $1,148,017 at 6%.
201516$1,462,146$93,820$15,637iApproximate average salary by contribution assumption: employee only about $390,917 at 4% or $260,611 at 6%; with 50% employer match about $260,611 at 4% or $173,741 at 6%; with 100% employer match about $195,458 at 4% or $130,306 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-6$1,462,146$93,820$15,637iApproximate average salary by contribution assumption: employee only about $390,917 at 4% or $260,611 at 6%; with 50% employer match about $260,611 at 4% or $173,741 at 6%; with 100% employer match about $195,458 at 4% or $130,306 at 6%.
201415$1,400,577$86,705$17,341iApproximate average salary by contribution assumption: employee only about $433,525 at 4% or $289,017 at 6%; with 50% employer match about $289,017 at 4% or $192,678 at 6%; with 100% employer match about $216,763 at 4% or $144,508 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$1,400,577$86,705$17,341iApproximate average salary by contribution assumption: employee only about $433,525 at 4% or $289,017 at 6%; with 50% employer match about $289,017 at 4% or $192,678 at 6%; with 100% employer match about $216,763 at 4% or $144,508 at 6%.
201315$1,242,549$74,875$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$1,242,549$74,875$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
201215$922,718$40,244$8,049iApproximate average salary by contribution assumption: employee only about $201,220 at 4% or $134,147 at 6%; with 50% employer match about $134,147 at 4% or $89,431 at 6%; with 100% employer match about $100,610 at 4% or $67,073 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$922,718$40,244$8,049iApproximate average salary by contribution assumption: employee only about $201,220 at 4% or $134,147 at 6%; with 50% employer match about $134,147 at 4% or $89,431 at 6%; with 100% employer match about $100,610 at 4% or $67,073 at 6%.
201116$842,977$78,297$13,050iApproximate average salary by contribution assumption: employee only about $326,238 at 4% or $217,492 at 6%; with 50% employer match about $217,492 at 4% or $144,994 at 6%; with 100% employer match about $163,119 at 4% or $108,746 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-6$842,977$78,297$13,050iApproximate average salary by contribution assumption: employee only about $326,238 at 4% or $217,492 at 6%; with 50% employer match about $217,492 at 4% or $144,994 at 6%; with 100% employer match about $163,119 at 4% or $108,746 at 6%.
201017$793,000$80,360$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-7$793,000$80,360$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
200918$672,175$76,572$9,572iApproximate average salary by contribution assumption: employee only about $239,288 at 4% or $159,525 at 6%; with 50% employer match about $159,525 at 4% or $106,350 at 6%; with 100% employer match about $119,644 at 4% or $79,763 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-8$672,175$76,572$9,572iApproximate average salary by contribution assumption: employee only about $239,288 at 4% or $159,525 at 6%; with 50% employer match about $159,525 at 4% or $106,350 at 6%; with 100% employer match about $119,644 at 4% or $79,763 at 6%.
200810$462,593$79,198-
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-0$462,593$79,198-
200715$577,274$74,678$14,936iApproximate average salary by contribution assumption: employee only about $373,390 at 4% or $248,927 at 6%; with 50% employer match about $248,927 at 4% or $165,951 at 6%; with 100% employer match about $186,695 at 4% or $124,463 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$577,274$74,678$14,936iApproximate average salary by contribution assumption: employee only about $373,390 at 4% or $248,927 at 6%; with 50% employer match about $248,927 at 4% or $165,951 at 6%; with 100% employer match about $186,695 at 4% or $124,463 at 6%.
200615$516,887$69,626$13,925iApproximate average salary by contribution assumption: employee only about $348,130 at 4% or $232,087 at 6%; with 50% employer match about $232,087 at 4% or $154,724 at 6%; with 100% employer match about $174,065 at 4% or $116,043 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$516,887$69,626$13,925iApproximate average salary by contribution assumption: employee only about $348,130 at 4% or $232,087 at 6%; with 50% employer match about $232,087 at 4% or $154,724 at 6%; with 100% employer match about $174,065 at 4% or $116,043 at 6%.
200516$403,218$67,491$11,249iApproximate average salary by contribution assumption: employee only about $281,213 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,738 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-6$403,218$67,491$11,249iApproximate average salary by contribution assumption: employee only about $281,213 at 4% or $187,475 at 6%; with 50% employer match about $187,475 at 4% or $124,983 at 6%; with 100% employer match about $140,606 at 4% or $93,738 at 6%.
200417$306,579$65,719$9,388iApproximate average salary by contribution assumption: employee only about $234,711 at 4% or $156,474 at 6%; with 50% employer match about $156,474 at 4% or $104,316 at 6%; with 100% employer match about $117,355 at 4% or $78,237 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-7$306,579$65,719$9,388iApproximate average salary by contribution assumption: employee only about $234,711 at 4% or $156,474 at 6%; with 50% employer match about $156,474 at 4% or $104,316 at 6%; with 100% employer match about $117,355 at 4% or $78,237 at 6%.
200318$228,187$63,875$7,984iApproximate average salary by contribution assumption: employee only about $199,609 at 4% or $133,073 at 6%; with 50% employer match about $133,073 at 4% or $88,715 at 6%; with 100% employer match about $99,805 at 4% or $66,536 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-8$228,187$63,875$7,984iApproximate average salary by contribution assumption: employee only about $199,609 at 4% or $133,073 at 6%; with 50% employer match about $133,073 at 4% or $88,715 at 6%; with 100% employer match about $99,805 at 4% or $66,536 at 6%.
200215$129,206$57,765$11,553iApproximate average salary by contribution assumption: employee only about $288,825 at 4% or $192,550 at 6%; with 50% employer match about $192,550 at 4% or $128,367 at 6%; with 100% employer match about $144,413 at 4% or $96,275 at 6%.
Ann Borgstrom, D. D. S., P. C. Profit Sharing 401(K) Plan-5$129,206$57,765$11,553iApproximate average salary by contribution assumption: employee only about $288,825 at 4% or $192,550 at 6%; with 50% employer match about $192,550 at 4% or $128,367 at 6%; with 100% employer match about $144,413 at 4% or $96,275 at 6%.