Civic Intelligence

Dana J Rotella Dds

Plan context: Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan

EIN 27-4181603 • Essex, CT • 6 filings • 2 plans

190 Westbrook RoadEssex, CT 06426
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$499,133

2017 Contributions

$96,872

Historical Graphs

Total Assets Over Time

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

$499,133$249,567$0201220152017YearValue
$499,133Latest year 2017

Participants Over Time

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

630201220152017YearValue
4Latest year 2017

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
201714$499,133$96,872$24,218iApproximate average salary by contribution assumption: employee only about $605,450 at 4% or $403,633 at 6%; with 50% employer match about $403,633 at 4% or $269,089 at 6%; with 100% employer match about $302,725 at 4% or $201,817 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-4$499,133$96,872$24,218iApproximate average salary by contribution assumption: employee only about $605,450 at 4% or $403,633 at 6%; with 50% employer match about $403,633 at 4% or $269,089 at 6%; with 100% employer match about $302,725 at 4% or $201,817 at 6%.
201616$422,054$66,433$11,072iApproximate average salary by contribution assumption: employee only about $276,804 at 4% or $184,536 at 6%; with 50% employer match about $184,536 at 4% or $123,024 at 6%; with 100% employer match about $138,402 at 4% or $92,268 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-6$422,054$66,433$11,072iApproximate average salary by contribution assumption: employee only about $276,804 at 4% or $184,536 at 6%; with 50% employer match about $184,536 at 4% or $123,024 at 6%; with 100% employer match about $138,402 at 4% or $92,268 at 6%.
201516$321,000$73,396$12,233iApproximate average salary by contribution assumption: employee only about $305,817 at 4% or $203,878 at 6%; with 50% employer match about $203,878 at 4% or $135,919 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-6$321,000$73,396$12,233iApproximate average salary by contribution assumption: employee only about $305,817 at 4% or $203,878 at 6%; with 50% employer match about $203,878 at 4% or $135,919 at 6%; with 100% employer match about $152,908 at 4% or $101,939 at 6%.
201416$244,343$71,143$11,857iApproximate average salary by contribution assumption: employee only about $296,429 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,215 at 4% or $98,810 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-6$244,343$71,143$11,857iApproximate average salary by contribution assumption: employee only about $296,429 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,215 at 4% or $98,810 at 6%.
201316$155,471$65,845$10,974iApproximate average salary by contribution assumption: employee only about $274,354 at 4% or $182,903 at 6%; with 50% employer match about $182,903 at 4% or $121,935 at 6%; with 100% employer match about $137,177 at 4% or $91,451 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-6$155,471$65,845$10,974iApproximate average salary by contribution assumption: employee only about $274,354 at 4% or $182,903 at 6%; with 50% employer match about $182,903 at 4% or $121,935 at 6%; with 100% employer match about $137,177 at 4% or $91,451 at 6%.
201216$69,564$67,448$11,241iApproximate average salary by contribution assumption: employee only about $281,033 at 4% or $187,356 at 6%; with 50% employer match about $187,356 at 4% or $124,904 at 6%; with 100% employer match about $140,517 at 4% or $93,678 at 6%.
Dana J Rotella Dds Roth Safe-Harbor 401(K) Profit Sharing Plan-6$69,564$67,448$11,241iApproximate average salary by contribution assumption: employee only about $281,033 at 4% or $187,356 at 6%; with 50% employer match about $187,356 at 4% or $124,904 at 6%; with 100% employer match about $140,517 at 4% or $93,678 at 6%.