Civic Intelligence

Roy R. Brown, Jr., D.D.S. Inc.

Plan context: ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN

EIN 20-8614812 • Modesto, CA • 7 filings • 3 plans

1316 Coffee Road, Suite B-4Modesto, CA 95355-3191
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$471,406

2012 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$1,355,576$677,788$0200820102012YearValue
$471,406Latest year 2012

Participants Over Time

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

950200820102012YearValue
1Latest 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
201211$471,406$0-
ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN-1$471,406--
201111$440,654$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN-1$440,654$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201012$432,089$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN-2$432,089$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200929$1,355,576$164,789$18,310iApproximate average salary by contribution assumption: employee only about $457,747 at 4% or $305,165 at 6%; with 50% employer match about $305,165 at 4% or $203,443 at 6%; with 100% employer match about $228,874 at 4% or $152,582 at 6%.
Roy R. Brown, Jr., D.D.S. Inc. 401(K) Profit Sharing Plan-9$978,974$113,497$12,611iApproximate average salary by contribution assumption: employee only about $315,269 at 4% or $210,180 at 6%; with 50% employer match about $210,180 at 4% or $140,120 at 6%; with 100% employer match about $157,635 at 4% or $105,090 at 6%.
ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN-9$376,602$51,292$5,699iApproximate average salary by contribution assumption: employee only about $142,478 at 4% or $94,985 at 6%; with 50% employer match about $94,985 at 4% or $63,323 at 6%; with 100% employer match about $71,239 at 4% or $47,493 at 6%.
200829$1,023,908$160,354$17,817iApproximate average salary by contribution assumption: employee only about $445,428 at 4% or $296,952 at 6%; with 50% employer match about $296,952 at 4% or $197,968 at 6%; with 100% employer match about $222,714 at 4% or $148,476 at 6%.
Roy R. Brown, Jr., D.D.S. Inc. 401(K) Profit Sharing Plan-9$761,918$92,743$10,305iApproximate average salary by contribution assumption: employee only about $257,619 at 4% or $171,746 at 6%; with 50% employer match about $171,746 at 4% or $114,498 at 6%; with 100% employer match about $128,810 at 4% or $85,873 at 6%.
ROY R. BROWN, JR., D.D.S., INC. CASH BALANCE PENSION PLAN-9$261,990$67,611$7,512iApproximate average salary by contribution assumption: employee only about $187,808 at 4% or $125,206 at 6%; with 50% employer match about $125,206 at 4% or $83,470 at 6%; with 100% employer match about $93,904 at 4% or $62,603 at 6%.