Civic Intelligence

J.W. Shiveley, Dds, Ms Inc.

Plan context: J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan

EIN 31-0922759 • Dayton, OH • 17 filings • 1 plans

1555 Marsetta DriveDayton, OH 45432
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$1,820,017

2015 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,820,017$910,009$0199920072014YearValue
$1,820,017Latest year 2014

Participants Over Time

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

740199920072014YearValue
7Latest year 2014

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
201510$0$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-0$0$0-
201417$1,820,017$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,820,017--
201317$1,693,374$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,693,374$0-
201217$1,461,992$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,461,992$0-
201117$1,349,699$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,349,699$0-
201017$1,631,573$0-
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,631,573--
200917$1,402,561$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,402,561$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200817$1,214,869$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,214,869$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200717$1,429,668$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,429,668$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200617$1,320,269$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,320,269$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200517$1,108,309$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$1,108,309$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200417$957,732$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$957,732$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200317$758,948$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-7$758,948$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200216$583,721$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-6$583,721$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200116$643,338$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-6$643,338$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200015$587,989$596,950$119,390iApproximate average salary by contribution assumption: employee only about $2,984,750 at 4% or $1,989,833 at 6%; with 50% employer match about $1,989,833 at 4% or $1,326,556 at 6%; with 100% employer match about $1,492,375 at 4% or $994,917 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-5$587,989$596,950$119,390iApproximate average salary by contribution assumption: employee only about $2,984,750 at 4% or $1,989,833 at 6%; with 50% employer match about $1,989,833 at 4% or $1,326,556 at 6%; with 100% employer match about $1,492,375 at 4% or $994,917 at 6%.
199914$9,216$41,868$10,467iApproximate average salary by contribution assumption: employee only about $261,675 at 4% or $174,450 at 6%; with 50% employer match about $174,450 at 4% or $116,300 at 6%; with 100% employer match about $130,838 at 4% or $87,225 at 6%.
J.W. Shiveley, Dds, Ms Inc. Profit Sharing Plan-4$9,216$41,868$10,467iApproximate average salary by contribution assumption: employee only about $261,675 at 4% or $174,450 at 6%; with 50% employer match about $174,450 at 4% or $116,300 at 6%; with 100% employer match about $130,838 at 4% or $87,225 at 6%.