Civic Intelligence

Jill L. Sumner, D.M.D., P.C.

Plan context: Jill L Sumner DMD PC 401(K) Plan & Trust

EIN 20-8687078 • Aurora, CO • 14 filings • 4 plans

2993 S. Peoria Street, Suite 210Aurora, CO 80014
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$806,910

2016 Contributions

$158,627

Historical Graphs

Total Assets Over Time

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

$806,910$403,455$0200920122015YearValue
$806,910Latest year 2015

Participants Over Time

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

840200820122015YearValue
3Latest 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
201620$0$0-
JILL L. SUMNER, DMD, PC CASH BALANCE PENSION PLAN-0$0--
Jill L Sumner DMD PC 401(K) Plan & Trust-0$0--
201523$806,910$158,627$52,876iApproximate average salary by contribution assumption: employee only about $1,321,892 at 4% or $881,261 at 6%; with 50% employer match about $881,261 at 4% or $587,507 at 6%; with 100% employer match about $660,946 at 4% or $440,631 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-3$463,862$37,794$12,598iApproximate average salary by contribution assumption: employee only about $314,950 at 4% or $209,967 at 6%; with 50% employer match about $209,967 at 4% or $139,978 at 6%; with 100% employer match about $157,475 at 4% or $104,983 at 6%.
JILL L. SUMNER, DMD, PC CASH BALANCE PENSION PLAN-0$343,048$120,833-
201426$719,510$129,708$21,618iApproximate average salary by contribution assumption: employee only about $540,450 at 4% or $360,300 at 6%; with 50% employer match about $360,300 at 4% or $240,200 at 6%; with 100% employer match about $270,225 at 4% or $180,150 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-6$473,201$50,408$8,401iApproximate average salary by contribution assumption: employee only about $210,033 at 4% or $140,022 at 6%; with 50% employer match about $140,022 at 4% or $93,348 at 6%; with 100% employer match about $105,017 at 4% or $70,011 at 6%.
JILL L. SUMNER, DMD, PC CASH BALANCE PENSION PLAN-3$246,309$79,300$26,433iApproximate average salary by contribution assumption: employee only about $660,833 at 4% or $440,556 at 6%; with 50% employer match about $440,556 at 4% or $293,704 at 6%; with 100% employer match about $330,417 at 4% or $220,278 at 6%.
201328$551,619$95,620$11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-8$394,612$38,620$4,828iApproximate average salary by contribution assumption: employee only about $120,688 at 4% or $80,458 at 6%; with 50% employer match about $80,458 at 4% or $53,639 at 6%; with 100% employer match about $60,344 at 4% or $40,229 at 6%.
JILL L. SUMNER, DMD, PC CASH BALANCE PENSION PLAN-6$157,007$57,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201228$403,597$225,318$28,165iApproximate average salary by contribution assumption: employee only about $704,119 at 4% or $469,413 at 6%; with 50% employer match about $469,413 at 4% or $312,942 at 6%; with 100% employer match about $352,059 at 4% or $234,706 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-8$309,582$131,580$16,448iApproximate average salary by contribution assumption: employee only about $411,188 at 4% or $274,125 at 6%; with 50% employer match about $274,125 at 4% or $182,750 at 6%; with 100% employer match about $205,594 at 4% or $137,063 at 6%.
JILL L. SUMNER, DMD, PC CASH BALANCE PENSION PLAN-6$94,015$93,738$15,623iApproximate average salary by contribution assumption: employee only about $390,575 at 4% or $260,383 at 6%; with 50% employer match about $260,383 at 4% or $173,589 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%.
201114$155,440$37,785$9,446iApproximate average salary by contribution assumption: employee only about $236,156 at 4% or $157,438 at 6%; with 50% employer match about $157,438 at 4% or $104,958 at 6%; with 100% employer match about $118,078 at 4% or $78,719 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-4$155,440$37,785$9,446iApproximate average salary by contribution assumption: employee only about $236,156 at 4% or $157,438 at 6%; with 50% employer match about $157,438 at 4% or $104,958 at 6%; with 100% employer match about $118,078 at 4% or $78,719 at 6%.
201014$132,343$32,009$8,002iApproximate average salary by contribution assumption: employee only about $200,056 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,685 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-4$132,343$32,009$8,002iApproximate average salary by contribution assumption: employee only about $200,056 at 4% or $133,371 at 6%; with 50% employer match about $133,371 at 4% or $88,914 at 6%; with 100% employer match about $100,028 at 4% or $66,685 at 6%.
200913$87,127$50,220$16,740iApproximate average salary by contribution assumption: employee only about $418,500 at 4% or $279,000 at 6%; with 50% employer match about $279,000 at 4% or $186,000 at 6%; with 100% employer match about $209,250 at 4% or $139,500 at 6%.
Jill L Sumner DMD PC 401(K) Plan & Trust-3$87,127$50,220$16,740iApproximate average salary by contribution assumption: employee only about $418,500 at 4% or $279,000 at 6%; with 50% employer match about $279,000 at 4% or $186,000 at 6%; with 100% employer match about $209,250 at 4% or $139,500 at 6%.
200814$0$0-
Jill L Sumner DMD PC 401(K) Plan & Trust-4---