Civic Intelligence

Phillip J. Beckwith, Dds Inc

Plan context: Profit-Sharing Plan & Trust

EIN 31-1072688 • 19 filings • 6 plans

Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$1,073,430

2018 Contributions

$25,933

Historical Graphs

Total Assets Over Time

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

$1,429,003$714,502$0200220102017YearValue
$1,073,430Latest year 2017

Participants Over Time

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

630200020092017YearValue
5Latest 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
201810$0$0-
Profit-Sharing Plan & Trust-0---
201715$1,073,430$25,933$5,187iApproximate average salary by contribution assumption: employee only about $129,665 at 4% or $86,443 at 6%; with 50% employer match about $86,443 at 4% or $57,629 at 6%; with 100% employer match about $64,833 at 4% or $43,222 at 6%.
Profit-Sharing Plan & Trust-5$1,073,430$25,933$5,187iApproximate average salary by contribution assumption: employee only about $129,665 at 4% or $86,443 at 6%; with 50% employer match about $86,443 at 4% or $57,629 at 6%; with 100% employer match about $64,833 at 4% or $43,222 at 6%.
201616$1,122,769$30,131$5,022iApproximate average salary by contribution assumption: employee only about $125,546 at 4% or $83,697 at 6%; with 50% employer match about $83,697 at 4% or $55,798 at 6%; with 100% employer match about $62,773 at 4% or $41,849 at 6%.
Profit-Sharing Plan & Trust-6$1,122,769$30,131$5,022iApproximate average salary by contribution assumption: employee only about $125,546 at 4% or $83,697 at 6%; with 50% employer match about $83,697 at 4% or $55,798 at 6%; with 100% employer match about $62,773 at 4% or $41,849 at 6%.
201512$973,906$0-
Profit-Sharing Plan & Trust-2$973,906--
201412$1,001,576$0-
Profit-Sharing Plan & Trust-2$1,001,576--
201312$926,748$0-
Profit-Sharing Plan & Trust-2$926,748--
201212$777,324$0-
Profit-Sharing Plan & Trust-2$777,324--
201112$708,068$0-
Profit-Sharing Plan & Trust-2$708,068--
201012$686,439$0-
Profit-Sharing Plan & Trust-2$686,439--
200912$623,419$0-
Profit-Sharing Plan & Trust-2$623,419--
200813$1,013,569$0-
Profit-Sharing Plan & Trust-3$1,013,569--
200713$0$0-
Profit-Sharing Plan & Trust-3---
200615$1,429,003$0-
Profit-Sharing Plan & Trust-5$1,429,003--
200515$1,308,181$0-
Profit-Sharing Plan & Trust-5$1,308,181--
200415$1,259,262$0-
Profit-Sharing Plan & Trust-5$1,259,262--
200315$1,149,149$0-
Profit-Sharing Plan & Trust-5$1,149,149--
200215$973,822$0-
Profit-Sharing Plan & Trust-5$973,822--
200110$0$0-
Profit-Sharing Plan & Trust-0---
200015$0$0-
Profit-Sharing Plan & Trust-5---