Jim Iverstine, D.D.S., Apc
Plan context: JIM IVERSTINE, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
EIN 20-0246916 • Ferriday, LA • 13 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
11
2014 Assets
$2,025,784
2014 Contributions
$100,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| JIM IVERSTINE, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2013 | 1 | 11 | $2,025,784 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| JIM IVERSTINE, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 11 | $2,025,784 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2012 | 1 | 9 | $1,909,213 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| JIM IVERSTINE, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 9 | $1,909,213 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2011 | 1 | 8 | $1,679,173 | $150,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| JIM IVERSTINE, D.D.S., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 8 | $1,679,173 | $150,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2010 | 1 | 8 | $1,483,965 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 8 | $1,483,965 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2009 | 1 | 9 | $2,172,061 | $350,000 | $38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%. |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 9 | $2,172,061 | $350,000 | $38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%. |
| 2008 | 1 | 10 | $1,814,753 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 10 | $1,814,753 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 8 | - | - | - |
| 2006 | 1 | 4 | $1,589,071 | $115,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 4 | $1,589,071 | $115,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| 2005 | 2 | 5 | $1,333,174 | $98,097 | $19,619iApproximate average salary by contribution assumption: employee only about $490,485 at 4% or $326,990 at 6%; with 50% employer match about $326,990 at 4% or $217,993 at 6%; with 100% employer match about $245,243 at 4% or $163,495 at 6%. |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 5 | $1,333,174 | $98,097 | $19,619iApproximate average salary by contribution assumption: employee only about $490,485 at 4% or $326,990 at 6%; with 50% employer match about $326,990 at 4% or $217,993 at 6%; with 100% employer match about $245,243 at 4% or $163,495 at 6%. |
| James V. Iverstine, D.D.S., A.P.D.C. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 2 | 6 | $1,541,407 | $102,032 | $17,005iApproximate average salary by contribution assumption: employee only about $425,133 at 4% or $283,422 at 6%; with 50% employer match about $283,422 at 4% or $188,948 at 6%; with 100% employer match about $212,567 at 4% or $141,711 at 6%. |
| James V. Iverstine, D.D.S., A.P.D.C. 401K Profit Sharing Plan | - | 6 | $1,371,711 | - | - |
| JIM IVERSTINE, DDS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | - | 3 | $169,696 | $102,032 | $34,011iApproximate average salary by contribution assumption: employee only about $850,267 at 4% or $566,844 at 6%; with 50% employer match about $566,844 at 4% or $377,896 at 6%; with 100% employer match about $425,133 at 4% or $283,422 at 6%. |