Civic Intelligence

Drake T. Tollefson, D.D.S. Inc.

Plan context: Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan

EIN 31-1020859 • Loveland, OH • 7 filings • 2 plans

1120 Cottonwood DriveLoveland, OH 45140
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$2,900

2009 Contributions

$540

Historical Graphs

Total Assets Over Time

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

$3,133$1,567$0199920042009YearValue
$2,900Latest year 2009

Participants Over Time

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

420199920032009YearValue
4Latest year 2009

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
200914$2,900$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4$2,900--
200711$3,133$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-1$3,133--
200414$2,526$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4$2,526--
200314$2,309$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4$2,309--
200214$1,947$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4$1,947--
200014$0$0-
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4---
199914$666$540$135iApproximate average salary by contribution assumption: employee only about $3,375 at 4% or $2,250 at 6%; with 50% employer match about $2,250 at 4% or $1,500 at 6%; with 100% employer match about $1,688 at 4% or $1,125 at 6%.
Drake T. Tollefson, D.D.S. Inc. Profit Sharing Plan-4$666$540$135iApproximate average salary by contribution assumption: employee only about $3,375 at 4% or $2,250 at 6%; with 50% employer match about $2,250 at 4% or $1,500 at 6%; with 100% employer match about $1,688 at 4% or $1,125 at 6%.