Civic Intelligence

David L. Ellis, D.D.S. Ltd

Plan context: Ellis Family Dentistry Retirement Plan & Trust

EIN 20-3869329 • 11 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$1,950,775

2016 Contributions

$135,873

Historical Graphs

Total Assets Over Time

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

$1,950,775$975,388$0200620112015YearValue
$1,950,775Latest year 2015

Participants Over Time

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

1050200620112015YearValue
9Latest year 2015

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
201610$0$0-
Ellis Family Dentistry Retirement Plan & Trust-0---
201519$1,950,775$135,873$15,097iApproximate average salary by contribution assumption: employee only about $377,425 at 4% or $251,617 at 6%; with 50% employer match about $251,617 at 4% or $167,744 at 6%; with 100% employer match about $188,713 at 4% or $125,808 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$1,950,775$135,873$15,097iApproximate average salary by contribution assumption: employee only about $377,425 at 4% or $251,617 at 6%; with 50% employer match about $251,617 at 4% or $167,744 at 6%; with 100% employer match about $188,713 at 4% or $125,808 at 6%.
2014110$1,914,202$163,085$16,309iApproximate average salary by contribution assumption: employee only about $407,713 at 4% or $271,808 at 6%; with 50% employer match about $271,808 at 4% or $181,206 at 6%; with 100% employer match about $203,856 at 4% or $135,904 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-10$1,914,202$163,085$16,309iApproximate average salary by contribution assumption: employee only about $407,713 at 4% or $271,808 at 6%; with 50% employer match about $271,808 at 4% or $181,206 at 6%; with 100% employer match about $203,856 at 4% or $135,904 at 6%.
201319$1,709,608$160,324$17,814iApproximate average salary by contribution assumption: employee only about $445,344 at 4% or $296,896 at 6%; with 50% employer match about $296,896 at 4% or $197,931 at 6%; with 100% employer match about $222,672 at 4% or $148,448 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$1,709,608$160,324$17,814iApproximate average salary by contribution assumption: employee only about $445,344 at 4% or $296,896 at 6%; with 50% employer match about $296,896 at 4% or $197,931 at 6%; with 100% employer match about $222,672 at 4% or $148,448 at 6%.
201219$1,390,974$156,349$17,372iApproximate average salary by contribution assumption: employee only about $434,303 at 4% or $289,535 at 6%; with 50% employer match about $289,535 at 4% or $193,023 at 6%; with 100% employer match about $217,151 at 4% or $144,768 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$1,390,974$156,349$17,372iApproximate average salary by contribution assumption: employee only about $434,303 at 4% or $289,535 at 6%; with 50% employer match about $289,535 at 4% or $193,023 at 6%; with 100% employer match about $217,151 at 4% or $144,768 at 6%.
201119$1,126,864$156,027$17,336iApproximate average salary by contribution assumption: employee only about $433,408 at 4% or $288,939 at 6%; with 50% employer match about $288,939 at 4% or $192,626 at 6%; with 100% employer match about $216,704 at 4% or $144,469 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$1,126,864$156,027$17,336iApproximate average salary by contribution assumption: employee only about $433,408 at 4% or $288,939 at 6%; with 50% employer match about $288,939 at 4% or $192,626 at 6%; with 100% employer match about $216,704 at 4% or $144,469 at 6%.
201019$994,559$151,061$16,785iApproximate average salary by contribution assumption: employee only about $419,614 at 4% or $279,743 at 6%; with 50% employer match about $279,743 at 4% or $186,495 at 6%; with 100% employer match about $209,807 at 4% or $139,871 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$994,559$151,061$16,785iApproximate average salary by contribution assumption: employee only about $419,614 at 4% or $279,743 at 6%; with 50% employer match about $279,743 at 4% or $186,495 at 6%; with 100% employer match about $209,807 at 4% or $139,871 at 6%.
2009110$767,153$153,212$15,321iApproximate average salary by contribution assumption: employee only about $383,030 at 4% or $255,353 at 6%; with 50% employer match about $255,353 at 4% or $170,236 at 6%; with 100% employer match about $191,515 at 4% or $127,677 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-10$767,153$153,212$15,321iApproximate average salary by contribution assumption: employee only about $383,030 at 4% or $255,353 at 6%; with 50% employer match about $255,353 at 4% or $170,236 at 6%; with 100% employer match about $191,515 at 4% or $127,677 at 6%.
200819$530,265$129,459$14,384iApproximate average salary by contribution assumption: employee only about $359,608 at 4% or $239,739 at 6%; with 50% employer match about $239,739 at 4% or $159,826 at 6%; with 100% employer match about $179,804 at 4% or $119,869 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-9$530,265$129,459$14,384iApproximate average salary by contribution assumption: employee only about $359,608 at 4% or $239,739 at 6%; with 50% employer match about $239,739 at 4% or $159,826 at 6%; with 100% employer match about $179,804 at 4% or $119,869 at 6%.
200718$670,170$112,705$14,088iApproximate average salary by contribution assumption: employee only about $352,203 at 4% or $234,802 at 6%; with 50% employer match about $234,802 at 4% or $156,535 at 6%; with 100% employer match about $176,102 at 4% or $117,401 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-8$670,170$112,705$14,088iApproximate average salary by contribution assumption: employee only about $352,203 at 4% or $234,802 at 6%; with 50% employer match about $234,802 at 4% or $156,535 at 6%; with 100% employer match about $176,102 at 4% or $117,401 at 6%.
200616$548,651$86,090$14,348iApproximate average salary by contribution assumption: employee only about $358,708 at 4% or $239,139 at 6%; with 50% employer match about $239,139 at 4% or $159,426 at 6%; with 100% employer match about $179,354 at 4% or $119,569 at 6%.
Ellis Family Dentistry Retirement Plan & Trust-6$548,651$86,090$14,348iApproximate average salary by contribution assumption: employee only about $358,708 at 4% or $239,139 at 6%; with 50% employer match about $239,139 at 4% or $159,426 at 6%; with 100% employer match about $179,354 at 4% or $119,569 at 6%.