Civic Intelligence

Robert G. Wertz, DDS, Ltd.

Plan context: Robert G. Wertz, D.D.S. Ltd. Defined Benefit Pension Plan

EIN 23-2130046 • 16 filings • 4 plans

Current Snapshot

Latest Year

2012

2012 Participants

11

2012 Assets

$964,283

2012 Contributions

$257,030

Historical Graphs

Total Assets Over Time

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

$4,207,847$2,103,924$0200020062012YearValue
$964,283Latest year 2012

Participants Over Time

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

1470200020062012YearValue
11Latest 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
2012111$964,283$257,030$23,366iApproximate average salary by contribution assumption: employee only about $584,159 at 4% or $389,439 at 6%; with 50% employer match about $389,439 at 4% or $259,626 at 6%; with 100% employer match about $292,080 at 4% or $194,720 at 6%.
Robert G. Wertz, D.D.S. Ltd. Defined Benefit Pension Plan-11$964,283$257,030$23,366iApproximate average salary by contribution assumption: employee only about $584,159 at 4% or $389,439 at 6%; with 50% employer match about $389,439 at 4% or $259,626 at 6%; with 100% employer match about $292,080 at 4% or $194,720 at 6%.
2011211$4,207,847$262,805$23,891iApproximate average salary by contribution assumption: employee only about $597,284 at 4% or $398,189 at 6%; with 50% employer match about $398,189 at 4% or $265,460 at 6%; with 100% employer match about $298,642 at 4% or $199,095 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-11$3,558,170$64,805$5,891iApproximate average salary by contribution assumption: employee only about $147,284 at 4% or $98,189 at 6%; with 50% employer match about $98,189 at 4% or $65,460 at 6%; with 100% employer match about $73,642 at 4% or $49,095 at 6%.
Robert G. Wertz, D.D.S. Ltd. Defined Benefit Pension Plan-11$649,677$198,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2010212$4,006,976$326,336$27,195iApproximate average salary by contribution assumption: employee only about $679,867 at 4% or $453,244 at 6%; with 50% employer match about $453,244 at 4% or $302,163 at 6%; with 100% employer match about $339,933 at 4% or $226,622 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-12$3,591,801$128,336$10,695iApproximate average salary by contribution assumption: employee only about $267,367 at 4% or $178,244 at 6%; with 50% employer match about $178,244 at 4% or $118,830 at 6%; with 100% employer match about $133,683 at 4% or $89,122 at 6%.
Robert G. Wertz, D.D.S. Ltd. Defined Benefit Pension Plan-12$415,175$198,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
2009213$3,345,308$271,533$20,887iApproximate average salary by contribution assumption: employee only about $522,179 at 4% or $348,119 at 6%; with 50% employer match about $348,119 at 4% or $232,079 at 6%; with 100% employer match about $261,089 at 4% or $174,060 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-13$3,144,111$70,087$5,391iApproximate average salary by contribution assumption: employee only about $134,783 at 4% or $89,855 at 6%; with 50% employer match about $89,855 at 4% or $59,903 at 6%; with 100% employer match about $67,391 at 4% or $44,928 at 6%.
Robert G. Wertz, D.D.S. Ltd. Defined Benefit Pension Plan-13$201,197$201,446$15,496iApproximate average salary by contribution assumption: employee only about $387,396 at 4% or $258,264 at 6%; with 50% employer match about $258,264 at 4% or $172,176 at 6%; with 100% employer match about $193,698 at 4% or $129,132 at 6%.
2008113$2,705,999$86,897$6,684iApproximate average salary by contribution assumption: employee only about $167,110 at 4% or $111,406 at 6%; with 50% employer match about $111,406 at 4% or $74,271 at 6%; with 100% employer match about $83,555 at 4% or $55,703 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-13$2,705,999$86,897$6,684iApproximate average salary by contribution assumption: employee only about $167,110 at 4% or $111,406 at 6%; with 50% employer match about $111,406 at 4% or $74,271 at 6%; with 100% employer match about $83,555 at 4% or $55,703 at 6%.
2007113$3,527,872$84,260$6,482iApproximate average salary by contribution assumption: employee only about $162,038 at 4% or $108,026 at 6%; with 50% employer match about $108,026 at 4% or $72,017 at 6%; with 100% employer match about $81,019 at 4% or $54,013 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-13$3,527,872$84,260$6,482iApproximate average salary by contribution assumption: employee only about $162,038 at 4% or $108,026 at 6%; with 50% employer match about $108,026 at 4% or $72,017 at 6%; with 100% employer match about $81,019 at 4% or $54,013 at 6%.
2006114$3,357,212$83,560$5,969iApproximate average salary by contribution assumption: employee only about $149,214 at 4% or $99,476 at 6%; with 50% employer match about $99,476 at 4% or $66,317 at 6%; with 100% employer match about $74,607 at 4% or $49,738 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-14$3,357,212$83,560$5,969iApproximate average salary by contribution assumption: employee only about $149,214 at 4% or $99,476 at 6%; with 50% employer match about $99,476 at 4% or $66,317 at 6%; with 100% employer match about $74,607 at 4% or $49,738 at 6%.
2005112$2,929,481$76,901$6,408iApproximate average salary by contribution assumption: employee only about $160,210 at 4% or $106,807 at 6%; with 50% employer match about $106,807 at 4% or $71,205 at 6%; with 100% employer match about $80,105 at 4% or $53,403 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-12$2,929,481$76,901$6,408iApproximate average salary by contribution assumption: employee only about $160,210 at 4% or $106,807 at 6%; with 50% employer match about $106,807 at 4% or $71,205 at 6%; with 100% employer match about $80,105 at 4% or $53,403 at 6%.
2004111$2,780,475$75,517$6,865iApproximate average salary by contribution assumption: employee only about $171,630 at 4% or $114,420 at 6%; with 50% employer match about $114,420 at 4% or $76,280 at 6%; with 100% employer match about $85,815 at 4% or $57,210 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-11$2,780,475$75,517$6,865iApproximate average salary by contribution assumption: employee only about $171,630 at 4% or $114,420 at 6%; with 50% employer match about $114,420 at 4% or $76,280 at 6%; with 100% employer match about $85,815 at 4% or $57,210 at 6%.
2003110$2,481,024$66,349$6,635iApproximate average salary by contribution assumption: employee only about $165,873 at 4% or $110,582 at 6%; with 50% employer match about $110,582 at 4% or $73,721 at 6%; with 100% employer match about $82,936 at 4% or $55,291 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-10$2,481,024$66,349$6,635iApproximate average salary by contribution assumption: employee only about $165,873 at 4% or $110,582 at 6%; with 50% employer match about $110,582 at 4% or $73,721 at 6%; with 100% employer match about $82,936 at 4% or $55,291 at 6%.
200219$2,082,967$82,934$9,215iApproximate average salary by contribution assumption: employee only about $230,372 at 4% or $153,581 at 6%; with 50% employer match about $153,581 at 4% or $102,388 at 6%; with 100% employer match about $115,186 at 4% or $76,791 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-9$2,082,967$82,934$9,215iApproximate average salary by contribution assumption: employee only about $230,372 at 4% or $153,581 at 6%; with 50% employer match about $153,581 at 4% or $102,388 at 6%; with 100% employer match about $115,186 at 4% or $76,791 at 6%.
2001111$2,279,116$69,321$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-11$2,279,116$69,321$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
2000110$2,264,578$69,194$6,919iApproximate average salary by contribution assumption: employee only about $172,985 at 4% or $115,323 at 6%; with 50% employer match about $115,323 at 4% or $76,882 at 6%; with 100% employer match about $86,493 at 4% or $57,662 at 6%.
Robert G. Wertz, Dds Ltd. 401 (K) Profit Sharing Plan-10$2,264,578$69,194$6,919iApproximate average salary by contribution assumption: employee only about $172,985 at 4% or $115,323 at 6%; with 50% employer match about $115,323 at 4% or $76,882 at 6%; with 100% employer match about $86,493 at 4% or $57,662 at 6%.