Civic Intelligence

Jennifer Psota Dougherty Dds

Plan context: Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust

EIN 27-4170591 • Westlake, OH • 13 filings • 2 plans

2255 Columbia RoadWestlake, OH 44145
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$466,981

2023 Contributions

$59,740

Historical Graphs

Total Assets Over Time

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

$495,858$247,929$0201120172022YearValue
$466,981Latest year 2022

Participants Over Time

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

1260201120172022YearValue
12Latest year 2022

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
202310$0$59,740-
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-0$0$59,740-
2022112$466,981$58,266$4,856iApproximate average salary by contribution assumption: employee only about $121,388 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,463 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-12$466,981$58,266$4,856iApproximate average salary by contribution assumption: employee only about $121,388 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,463 at 6%.
2021112$486,082$53,350$4,446iApproximate average salary by contribution assumption: employee only about $111,146 at 4% or $74,097 at 6%; with 50% employer match about $74,097 at 4% or $49,398 at 6%; with 100% employer match about $55,573 at 4% or $37,049 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-12$486,082$53,350$4,446iApproximate average salary by contribution assumption: employee only about $111,146 at 4% or $74,097 at 6%; with 50% employer match about $74,097 at 4% or $49,398 at 6%; with 100% employer match about $55,573 at 4% or $37,049 at 6%.
2020112$477,172$52,009$4,334iApproximate average salary by contribution assumption: employee only about $108,352 at 4% or $72,235 at 6%; with 50% employer match about $72,235 at 4% or $48,156 at 6%; with 100% employer match about $54,176 at 4% or $36,117 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-12$477,172$52,009$4,334iApproximate average salary by contribution assumption: employee only about $108,352 at 4% or $72,235 at 6%; with 50% employer match about $72,235 at 4% or $48,156 at 6%; with 100% employer match about $54,176 at 4% or $36,117 at 6%.
2019112$495,858$59,270$4,939iApproximate average salary by contribution assumption: employee only about $123,479 at 4% or $82,319 at 6%; with 50% employer match about $82,319 at 4% or $54,880 at 6%; with 100% employer match about $61,740 at 4% or $41,160 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-12$495,858$59,270$4,939iApproximate average salary by contribution assumption: employee only about $123,479 at 4% or $82,319 at 6%; with 50% employer match about $82,319 at 4% or $54,880 at 6%; with 100% employer match about $61,740 at 4% or $41,160 at 6%.
2018112$363,357$47,689$3,974iApproximate average salary by contribution assumption: employee only about $99,352 at 4% or $66,235 at 6%; with 50% employer match about $66,235 at 4% or $44,156 at 6%; with 100% employer match about $49,676 at 4% or $33,117 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-12$363,357$47,689$3,974iApproximate average salary by contribution assumption: employee only about $99,352 at 4% or $66,235 at 6%; with 50% employer match about $66,235 at 4% or $44,156 at 6%; with 100% employer match about $49,676 at 4% or $33,117 at 6%.
201719$335,819$46,245$5,138iApproximate average salary by contribution assumption: employee only about $128,458 at 4% or $85,639 at 6%; with 50% employer match about $85,639 at 4% or $57,093 at 6%; with 100% employer match about $64,229 at 4% or $42,819 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-9$335,819$46,245$5,138iApproximate average salary by contribution assumption: employee only about $128,458 at 4% or $85,639 at 6%; with 50% employer match about $85,639 at 4% or $57,093 at 6%; with 100% employer match about $64,229 at 4% or $42,819 at 6%.
201617$247,657$43,862$6,266iApproximate average salary by contribution assumption: employee only about $156,650 at 4% or $104,433 at 6%; with 50% employer match about $104,433 at 4% or $69,622 at 6%; with 100% employer match about $78,325 at 4% or $52,217 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-7$247,657$43,862$6,266iApproximate average salary by contribution assumption: employee only about $156,650 at 4% or $104,433 at 6%; with 50% employer match about $104,433 at 4% or $69,622 at 6%; with 100% employer match about $78,325 at 4% or $52,217 at 6%.
201516$188,665$39,141$6,524iApproximate average salary by contribution assumption: employee only about $163,088 at 4% or $108,725 at 6%; with 50% employer match about $108,725 at 4% or $72,483 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-6$188,665$39,141$6,524iApproximate average salary by contribution assumption: employee only about $163,088 at 4% or $108,725 at 6%; with 50% employer match about $108,725 at 4% or $72,483 at 6%; with 100% employer match about $81,544 at 4% or $54,363 at 6%.
201415$153,752$36,097$7,219iApproximate average salary by contribution assumption: employee only about $180,485 at 4% or $120,323 at 6%; with 50% employer match about $120,323 at 4% or $80,216 at 6%; with 100% employer match about $90,243 at 4% or $60,162 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-5$153,752$36,097$7,219iApproximate average salary by contribution assumption: employee only about $180,485 at 4% or $120,323 at 6%; with 50% employer match about $120,323 at 4% or $80,216 at 6%; with 100% employer match about $90,243 at 4% or $60,162 at 6%.
201316$120,218$34,106$5,684iApproximate average salary by contribution assumption: employee only about $142,108 at 4% or $94,739 at 6%; with 50% employer match about $94,739 at 4% or $63,159 at 6%; with 100% employer match about $71,054 at 4% or $47,369 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-6$120,218$34,106$5,684iApproximate average salary by contribution assumption: employee only about $142,108 at 4% or $94,739 at 6%; with 50% employer match about $94,739 at 4% or $63,159 at 6%; with 100% employer match about $71,054 at 4% or $47,369 at 6%.
201215$65,375$28,751$5,750iApproximate average salary by contribution assumption: employee only about $143,755 at 4% or $95,837 at 6%; with 50% employer match about $95,837 at 4% or $63,891 at 6%; with 100% employer match about $71,878 at 4% or $47,918 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-5$65,375$28,751$5,750iApproximate average salary by contribution assumption: employee only about $143,755 at 4% or $95,837 at 6%; with 50% employer match about $95,837 at 4% or $63,891 at 6%; with 100% employer match about $71,878 at 4% or $47,918 at 6%.
201115$31,464$29,696$5,939iApproximate average salary by contribution assumption: employee only about $148,480 at 4% or $98,987 at 6%; with 50% employer match about $98,987 at 4% or $65,991 at 6%; with 100% employer match about $74,240 at 4% or $49,493 at 6%.
Jennifer Psota Dougherty Dds 401(K) Profit Sharing Plan & Trust-5$31,464$29,696$5,939iApproximate average salary by contribution assumption: employee only about $148,480 at 4% or $98,987 at 6%; with 50% employer match about $98,987 at 4% or $65,991 at 6%; with 100% employer match about $74,240 at 4% or $49,493 at 6%.