Jon a. Bartlett, D.D.S.
Plan context: Summit Oral Surgery Profit Sharing 401K Plan
EIN 30-0016774 • 4 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
6
2004 Assets
$784,250
2004 Contributions
$49,304
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 6 | $784,250 | $49,304 | $8,217iApproximate average salary by contribution assumption: employee only about $205,433 at 4% or $136,956 at 6%; with 50% employer match about $136,956 at 4% or $91,304 at 6%; with 100% employer match about $102,717 at 4% or $68,478 at 6%. |
| Summit Oral Surgery Profit Sharing 401K Plan | - | 6 | $784,250 | $49,304 | $8,217iApproximate average salary by contribution assumption: employee only about $205,433 at 4% or $136,956 at 6%; with 50% employer match about $136,956 at 4% or $91,304 at 6%; with 100% employer match about $102,717 at 4% or $68,478 at 6%. |
| 2003 | 1 | 7 | $978,314 | $73,993 | $10,570iApproximate average salary by contribution assumption: employee only about $264,261 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,449 at 6%; with 100% employer match about $132,130 at 4% or $88,087 at 6%. |
| Summit Oral Surgery Profit Sharing 401K Plan | - | 7 | $978,314 | $73,993 | $10,570iApproximate average salary by contribution assumption: employee only about $264,261 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,449 at 6%; with 100% employer match about $132,130 at 4% or $88,087 at 6%. |
| 2002 | 1 | 7 | $1,561,946 | $99,600 | $14,229iApproximate average salary by contribution assumption: employee only about $355,714 at 4% or $237,143 at 6%; with 50% employer match about $237,143 at 4% or $158,095 at 6%; with 100% employer match about $177,857 at 4% or $118,571 at 6%. |
| Summit Oral Surgery Profit Sharing 401K Plan | - | 7 | $1,561,946 | $99,600 | $14,229iApproximate average salary by contribution assumption: employee only about $355,714 at 4% or $237,143 at 6%; with 50% employer match about $237,143 at 4% or $158,095 at 6%; with 100% employer match about $177,857 at 4% or $118,571 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Summit Oral Surgery Profit Sharing 401K Plan | - | 7 | - | - | - |