James D. Walter DMD
Plan context: James D. Walter DMD 401 K Profit Sharing Plan Trust
EIN 27-1981858 • Montville, NJ • 7 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$219,367
2021 Contributions
$13,665
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $13,665 | - |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 0 | $0 | $13,665 | - |
| 2020 | 1 | 3 | $219,367 | $27,115 | $9,038iApproximate average salary by contribution assumption: employee only about $225,958 at 4% or $150,639 at 6%; with 50% employer match about $150,639 at 4% or $100,426 at 6%; with 100% employer match about $112,979 at 4% or $75,319 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 3 | $219,367 | $27,115 | $9,038iApproximate average salary by contribution assumption: employee only about $225,958 at 4% or $150,639 at 6%; with 50% employer match about $150,639 at 4% or $100,426 at 6%; with 100% employer match about $112,979 at 4% or $75,319 at 6%. |
| 2019 | 1 | 3 | $164,898 | $53,324 | $17,775iApproximate average salary by contribution assumption: employee only about $444,367 at 4% or $296,244 at 6%; with 50% employer match about $296,244 at 4% or $197,496 at 6%; with 100% employer match about $222,183 at 4% or $148,122 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 3 | $164,898 | $53,324 | $17,775iApproximate average salary by contribution assumption: employee only about $444,367 at 4% or $296,244 at 6%; with 50% employer match about $296,244 at 4% or $197,496 at 6%; with 100% employer match about $222,183 at 4% or $148,122 at 6%. |
| 2018 | 1 | 3 | $205,751 | $60,230 | $20,077iApproximate average salary by contribution assumption: employee only about $501,917 at 4% or $334,611 at 6%; with 50% employer match about $334,611 at 4% or $223,074 at 6%; with 100% employer match about $250,958 at 4% or $167,306 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 3 | $205,751 | $60,230 | $20,077iApproximate average salary by contribution assumption: employee only about $501,917 at 4% or $334,611 at 6%; with 50% employer match about $334,611 at 4% or $223,074 at 6%; with 100% employer match about $250,958 at 4% or $167,306 at 6%. |
| 2017 | 1 | 4 | $172,488 | $61,726 | $15,432iApproximate average salary by contribution assumption: employee only about $385,788 at 4% or $257,192 at 6%; with 50% employer match about $257,192 at 4% or $171,461 at 6%; with 100% employer match about $192,894 at 4% or $128,596 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 4 | $172,488 | $61,726 | $15,432iApproximate average salary by contribution assumption: employee only about $385,788 at 4% or $257,192 at 6%; with 50% employer match about $257,192 at 4% or $171,461 at 6%; with 100% employer match about $192,894 at 4% or $128,596 at 6%. |
| 2016 | 1 | 5 | $103,824 | $72,080 | $14,416iApproximate average salary by contribution assumption: employee only about $360,400 at 4% or $240,267 at 6%; with 50% employer match about $240,267 at 4% or $160,178 at 6%; with 100% employer match about $180,200 at 4% or $120,133 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 5 | $103,824 | $72,080 | $14,416iApproximate average salary by contribution assumption: employee only about $360,400 at 4% or $240,267 at 6%; with 50% employer match about $240,267 at 4% or $160,178 at 6%; with 100% employer match about $180,200 at 4% or $120,133 at 6%. |
| 2015 | 1 | 5 | $24,689 | $24,768 | $4,954iApproximate average salary by contribution assumption: employee only about $123,840 at 4% or $82,560 at 6%; with 50% employer match about $82,560 at 4% or $55,040 at 6%; with 100% employer match about $61,920 at 4% or $41,280 at 6%. |
| James D. Walter DMD 401 K Profit Sharing Plan Trust | - | 5 | $24,689 | $24,768 | $4,954iApproximate average salary by contribution assumption: employee only about $123,840 at 4% or $82,560 at 6%; with 50% employer match about $82,560 at 4% or $55,040 at 6%; with 100% employer match about $61,920 at 4% or $41,280 at 6%. |