Civic Intelligence

William P. Sorensen, Dds, Ms PLC

Plan context: WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN

EIN 20-1926219 • Ann Arbor, MI • 21 filings • 6 plans

2715 Packard St., Suite CAnn Arbor, MI 48108
Current Snapshot

Latest Year

2020

2020 Participants

11

2020 Assets

$206,908

2020 Contributions

$4,197

Historical Graphs

Total Assets Over Time

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

$2,558,125$1,279,063$0200520132019YearValue
$206,908Latest year 2019

Participants Over Time

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

1470200520122019YearValue
11Latest year 2019

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
202010$0$4,197-
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-0$0$4,197-
2019211$206,908$179,151$16,286iApproximate average salary by contribution assumption: employee only about $407,161 at 4% or $271,441 at 6%; with 50% employer match about $271,441 at 4% or $180,961 at 6%; with 100% employer match about $203,581 at 4% or $135,720 at 6%.
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-11$206,908$143,858$13,078iApproximate average salary by contribution assumption: employee only about $326,950 at 4% or $217,967 at 6%; with 50% employer match about $217,967 at 4% or $145,311 at 6%; with 100% employer match about $163,475 at 4% or $108,983 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-0$0$35,293-
2018212$2,462,020$290,088$24,174iApproximate average salary by contribution assumption: employee only about $604,350 at 4% or $402,900 at 6%; with 50% employer match about $402,900 at 4% or $268,600 at 6%; with 100% employer match about $302,175 at 4% or $201,450 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-12$2,272,764$138,886$11,574iApproximate average salary by contribution assumption: employee only about $289,346 at 4% or $192,897 at 6%; with 50% employer match about $192,897 at 4% or $128,598 at 6%; with 100% employer match about $144,673 at 4% or $96,449 at 6%.
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-10$189,256$151,202$15,120iApproximate average salary by contribution assumption: employee only about $378,005 at 4% or $252,003 at 6%; with 50% employer match about $252,003 at 4% or $168,002 at 6%; with 100% employer match about $189,003 at 4% or $126,002 at 6%.
2017214$2,558,125$293,571$20,969iApproximate average salary by contribution assumption: employee only about $524,234 at 4% or $349,489 at 6%; with 50% employer match about $349,489 at 4% or $232,993 at 6%; with 100% employer match about $262,117 at 4% or $174,745 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-14$2,379,915$139,089$9,935iApproximate average salary by contribution assumption: employee only about $248,373 at 4% or $165,582 at 6%; with 50% employer match about $165,582 at 4% or $110,388 at 6%; with 100% employer match about $124,187 at 4% or $82,791 at 6%.
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-10$178,210$154,482$15,448iApproximate average salary by contribution assumption: employee only about $386,205 at 4% or $257,470 at 6%; with 50% employer match about $257,470 at 4% or $171,647 at 6%; with 100% employer match about $193,103 at 4% or $128,735 at 6%.
2016213$2,102,792$289,021$22,232iApproximate average salary by contribution assumption: employee only about $555,810 at 4% or $370,540 at 6%; with 50% employer match about $370,540 at 4% or $247,026 at 6%; with 100% employer match about $277,905 at 4% or $185,270 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-13$1,948,011$141,712$10,901iApproximate average salary by contribution assumption: employee only about $272,523 at 4% or $181,682 at 6%; with 50% employer match about $181,682 at 4% or $121,121 at 6%; with 100% employer match about $136,262 at 4% or $90,841 at 6%.
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-10$154,781$147,309$14,731iApproximate average salary by contribution assumption: employee only about $368,273 at 4% or $245,515 at 6%; with 50% employer match about $245,515 at 4% or $163,677 at 6%; with 100% employer match about $184,136 at 4% or $122,758 at 6%.
2015212$1,827,538$279,672$23,306iApproximate average salary by contribution assumption: employee only about $582,650 at 4% or $388,433 at 6%; with 50% employer match about $388,433 at 4% or $258,956 at 6%; with 100% employer match about $291,325 at 4% or $194,217 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-12$1,686,142$138,276$11,523iApproximate average salary by contribution assumption: employee only about $288,075 at 4% or $192,050 at 6%; with 50% employer match about $192,050 at 4% or $128,033 at 6%; with 100% employer match about $144,038 at 4% or $96,025 at 6%.
WILLIAM P. SORENSEN, DDS, MS, PLC CASH BALANCE PLAN-10$141,396$141,396$14,140iApproximate average salary by contribution assumption: employee only about $353,490 at 4% or $235,660 at 6%; with 50% employer match about $235,660 at 4% or $157,107 at 6%; with 100% employer match about $176,745 at 4% or $117,830 at 6%.
2014112$1,522,843$113,744$9,479iApproximate average salary by contribution assumption: employee only about $236,967 at 4% or $157,978 at 6%; with 50% employer match about $157,978 at 4% or $105,319 at 6%; with 100% employer match about $118,483 at 4% or $78,989 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-12$1,522,843$113,744$9,479iApproximate average salary by contribution assumption: employee only about $236,967 at 4% or $157,978 at 6%; with 50% employer match about $157,978 at 4% or $105,319 at 6%; with 100% employer match about $118,483 at 4% or $78,989 at 6%.
2013112$1,361,489$102,337$8,528iApproximate average salary by contribution assumption: employee only about $213,202 at 4% or $142,135 at 6%; with 50% employer match about $142,135 at 4% or $94,756 at 6%; with 100% employer match about $106,601 at 4% or $71,067 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-12$1,361,489$102,337$8,528iApproximate average salary by contribution assumption: employee only about $213,202 at 4% or $142,135 at 6%; with 50% employer match about $142,135 at 4% or $94,756 at 6%; with 100% employer match about $106,601 at 4% or $71,067 at 6%.
2012112$1,124,702$134,436$11,203iApproximate average salary by contribution assumption: employee only about $280,075 at 4% or $186,717 at 6%; with 50% employer match about $186,717 at 4% or $124,478 at 6%; with 100% employer match about $140,038 at 4% or $93,358 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-12$1,124,702$134,436$11,203iApproximate average salary by contribution assumption: employee only about $280,075 at 4% or $186,717 at 6%; with 50% employer match about $186,717 at 4% or $124,478 at 6%; with 100% employer match about $140,038 at 4% or $93,358 at 6%.
2011110$885,993$107,273$10,727iApproximate average salary by contribution assumption: employee only about $268,183 at 4% or $178,788 at 6%; with 50% employer match about $178,788 at 4% or $119,192 at 6%; with 100% employer match about $134,091 at 4% or $89,394 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-10$885,993$107,273$10,727iApproximate average salary by contribution assumption: employee only about $268,183 at 4% or $178,788 at 6%; with 50% employer match about $178,788 at 4% or $119,192 at 6%; with 100% employer match about $134,091 at 4% or $89,394 at 6%.
201019$818,874$102,922$11,436iApproximate average salary by contribution assumption: employee only about $285,894 at 4% or $190,596 at 6%; with 50% employer match about $190,596 at 4% or $127,064 at 6%; with 100% employer match about $142,947 at 4% or $95,298 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-9$818,874$102,922$11,436iApproximate average salary by contribution assumption: employee only about $285,894 at 4% or $190,596 at 6%; with 50% employer match about $190,596 at 4% or $127,064 at 6%; with 100% employer match about $142,947 at 4% or $95,298 at 6%.
200919$636,436$107,651$11,961iApproximate average salary by contribution assumption: employee only about $299,031 at 4% or $199,354 at 6%; with 50% employer match about $199,354 at 4% or $132,902 at 6%; with 100% employer match about $149,515 at 4% or $99,677 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-9$636,436$107,651$11,961iApproximate average salary by contribution assumption: employee only about $299,031 at 4% or $199,354 at 6%; with 50% employer match about $199,354 at 4% or $132,902 at 6%; with 100% employer match about $149,515 at 4% or $99,677 at 6%.
200818$0$0-
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-8---
200718$0$0-
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-8---
200617$515,124$62,014$8,859iApproximate average salary by contribution assumption: employee only about $221,479 at 4% or $147,652 at 6%; with 50% employer match about $147,652 at 4% or $98,435 at 6%; with 100% employer match about $110,739 at 4% or $73,826 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-7$515,124$62,014$8,859iApproximate average salary by contribution assumption: employee only about $221,479 at 4% or $147,652 at 6%; with 50% employer match about $147,652 at 4% or $98,435 at 6%; with 100% employer match about $110,739 at 4% or $73,826 at 6%.
200517$406,853$51,162$7,309iApproximate average salary by contribution assumption: employee only about $182,721 at 4% or $121,814 at 6%; with 50% employer match about $121,814 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.
William P. Sorensen, Dds, Ms PLC 401(K) Profit Sharing Plan-7$406,853$51,162$7,309iApproximate average salary by contribution assumption: employee only about $182,721 at 4% or $121,814 at 6%; with 50% employer match about $121,814 at 4% or $81,210 at 6%; with 100% employer match about $91,361 at 4% or $60,907 at 6%.