Civic Intelligence

Jeffrey R. Wert, DMD PC

Plan context: Jeffrey R. Wert, DMD PC Profit Sharing Plan

EIN 23-2833138 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$9,656

2003 Contributions

$8,000

Historical Graphs

Total Assets Over Time

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

$12,081$6,041$0199920012002YearValue
$9,656Latest year 2002

Participants Over Time

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

1160199920012002YearValue
6Latest year 2002

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
200310$0$0-
Jeffrey R. Wert, DMD PC Profit Sharing Plan-0---
200216$9,656$0-
Jeffrey R. Wert, DMD PC Profit Sharing Plan-6$9,656--
2001111$12,081$8,000$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,121 at 6%; with 50% employer match about $12,121 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
Jeffrey R. Wert, DMD PC Profit Sharing Plan-11$12,081$8,000$727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,121 at 6%; with 50% employer match about $12,121 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
200019$4,621$0-
Jeffrey R. Wert, DMD PC Profit Sharing Plan-9$4,621--
199918$5,344$5,344$668iApproximate average salary by contribution assumption: employee only about $16,700 at 4% or $11,133 at 6%; with 50% employer match about $11,133 at 4% or $7,422 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%.
Jeffrey R. Wert, DMD PC Profit Sharing Plan-8$5,344$5,344$668iApproximate average salary by contribution assumption: employee only about $16,700 at 4% or $11,133 at 6%; with 50% employer match about $11,133 at 4% or $7,422 at 6%; with 100% employer match about $8,350 at 4% or $5,567 at 6%.