Civic Intelligence

Jeffrey R. Vantreese, D.D.S.

Plan context: Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan

EIN 31-1258173 • Sidney, OH • 26 filings • 4 plans

2627 N BroadwaySidney, OH 45365
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,693,328

2024 Contributions

$3,410

Historical Graphs

Total Assets Over Time

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

$2,693,328$1,346,664$0199920122023YearValue
$2,693,328Latest year 2023

Participants Over Time

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

950199920112023YearValue
9Latest year 2023

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
202410$0$3,410-
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-0$0$3,410-
202319$2,693,328$128,348$14,261iApproximate average salary by contribution assumption: employee only about $356,522 at 4% or $237,681 at 6%; with 50% employer match about $237,681 at 4% or $158,454 at 6%; with 100% employer match about $178,261 at 4% or $118,841 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-9$2,693,328$128,348$14,261iApproximate average salary by contribution assumption: employee only about $356,522 at 4% or $237,681 at 6%; with 50% employer match about $237,681 at 4% or $158,454 at 6%; with 100% employer match about $178,261 at 4% or $118,841 at 6%.
202219$2,395,370$125,161$13,907iApproximate average salary by contribution assumption: employee only about $347,669 at 4% or $231,780 at 6%; with 50% employer match about $231,780 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-9$2,395,370$125,161$13,907iApproximate average salary by contribution assumption: employee only about $347,669 at 4% or $231,780 at 6%; with 50% employer match about $231,780 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%.
202118$2,333,255$113,248$14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-8$2,333,255$113,248$14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%.
202019$1,980,170$111,864$12,429iApproximate average salary by contribution assumption: employee only about $310,733 at 4% or $207,156 at 6%; with 50% employer match about $207,156 at 4% or $138,104 at 6%; with 100% employer match about $155,367 at 4% or $103,578 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-9$1,980,170$111,864$12,429iApproximate average salary by contribution assumption: employee only about $310,733 at 4% or $207,156 at 6%; with 50% employer match about $207,156 at 4% or $138,104 at 6%; with 100% employer match about $155,367 at 4% or $103,578 at 6%.
201919$1,922,699$110,220$12,247iApproximate average salary by contribution assumption: employee only about $306,167 at 4% or $204,111 at 6%; with 50% employer match about $204,111 at 4% or $136,074 at 6%; with 100% employer match about $153,083 at 4% or $102,056 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-9$1,922,699$110,220$12,247iApproximate average salary by contribution assumption: employee only about $306,167 at 4% or $204,111 at 6%; with 50% employer match about $204,111 at 4% or $136,074 at 6%; with 100% employer match about $153,083 at 4% or $102,056 at 6%.
201818$1,539,334$108,359$13,545iApproximate average salary by contribution assumption: employee only about $338,622 at 4% or $225,748 at 6%; with 50% employer match about $225,748 at 4% or $150,499 at 6%; with 100% employer match about $169,311 at 4% or $112,874 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-8$1,539,334$108,359$13,545iApproximate average salary by contribution assumption: employee only about $338,622 at 4% or $225,748 at 6%; with 50% employer match about $225,748 at 4% or $150,499 at 6%; with 100% employer match about $169,311 at 4% or $112,874 at 6%.
201718$1,526,949$104,304$13,038iApproximate average salary by contribution assumption: employee only about $325,950 at 4% or $217,300 at 6%; with 50% employer match about $217,300 at 4% or $144,867 at 6%; with 100% employer match about $162,975 at 4% or $108,650 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-8$1,526,949$104,304$13,038iApproximate average salary by contribution assumption: employee only about $325,950 at 4% or $217,300 at 6%; with 50% employer match about $217,300 at 4% or $144,867 at 6%; with 100% employer match about $162,975 at 4% or $108,650 at 6%.
201617$1,234,902$104,264$14,895iApproximate average salary by contribution assumption: employee only about $372,371 at 4% or $248,248 at 6%; with 50% employer match about $248,248 at 4% or $165,498 at 6%; with 100% employer match about $186,186 at 4% or $124,124 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-7$1,234,902$104,264$14,895iApproximate average salary by contribution assumption: employee only about $372,371 at 4% or $248,248 at 6%; with 50% employer match about $248,248 at 4% or $165,498 at 6%; with 100% employer match about $186,186 at 4% or $124,124 at 6%.
201517$1,045,633$100,995$14,428iApproximate average salary by contribution assumption: employee only about $360,696 at 4% or $240,464 at 6%; with 50% employer match about $240,464 at 4% or $160,310 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-7$1,045,633$100,995$14,428iApproximate average salary by contribution assumption: employee only about $360,696 at 4% or $240,464 at 6%; with 50% employer match about $240,464 at 4% or $160,310 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
201416$962,324$59,792$9,965iApproximate average salary by contribution assumption: employee only about $249,133 at 4% or $166,089 at 6%; with 50% employer match about $166,089 at 4% or $110,726 at 6%; with 100% employer match about $124,567 at 4% or $83,044 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6$962,324$59,792$9,965iApproximate average salary by contribution assumption: employee only about $249,133 at 4% or $166,089 at 6%; with 50% employer match about $166,089 at 4% or $110,726 at 6%; with 100% employer match about $124,567 at 4% or $83,044 at 6%.
201315$862,260$55,816$11,163iApproximate average salary by contribution assumption: employee only about $279,080 at 4% or $186,053 at 6%; with 50% employer match about $186,053 at 4% or $124,036 at 6%; with 100% employer match about $139,540 at 4% or $93,027 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-5$862,260$55,816$11,163iApproximate average salary by contribution assumption: employee only about $279,080 at 4% or $186,053 at 6%; with 50% employer match about $186,053 at 4% or $124,036 at 6%; with 100% employer match about $139,540 at 4% or $93,027 at 6%.
201215$759,702$55,868$11,174iApproximate average salary by contribution assumption: employee only about $279,340 at 4% or $186,227 at 6%; with 50% employer match about $186,227 at 4% or $124,151 at 6%; with 100% employer match about $139,670 at 4% or $93,113 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-5$759,702$55,868$11,174iApproximate average salary by contribution assumption: employee only about $279,340 at 4% or $186,227 at 6%; with 50% employer match about $186,227 at 4% or $124,151 at 6%; with 100% employer match about $139,670 at 4% or $93,113 at 6%.
201113$631,689$0-
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-3$631,689--
201015$659,793$0-
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-5$659,793--
200916$617,976$0-
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6$617,976--
200818$523,872$53,330$6,666iApproximate average salary by contribution assumption: employee only about $166,656 at 4% or $111,104 at 6%; with 50% employer match about $111,104 at 4% or $74,069 at 6%; with 100% employer match about $83,328 at 4% or $55,552 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-8$523,872$53,330$6,666iApproximate average salary by contribution assumption: employee only about $166,656 at 4% or $111,104 at 6%; with 50% employer match about $111,104 at 4% or $74,069 at 6%; with 100% employer match about $83,328 at 4% or $55,552 at 6%.
200716$636,839$50,997$8,500iApproximate average salary by contribution assumption: employee only about $212,488 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,244 at 4% or $70,829 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6$636,839$50,997$8,500iApproximate average salary by contribution assumption: employee only about $212,488 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,244 at 4% or $70,829 at 6%.
200617$546,726$50,019$7,146iApproximate average salary by contribution assumption: employee only about $178,639 at 4% or $119,093 at 6%; with 50% employer match about $119,093 at 4% or $79,395 at 6%; with 100% employer match about $89,320 at 4% or $59,546 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-7$546,726$50,019$7,146iApproximate average salary by contribution assumption: employee only about $178,639 at 4% or $119,093 at 6%; with 50% employer match about $119,093 at 4% or $79,395 at 6%; with 100% employer match about $89,320 at 4% or $59,546 at 6%.
200516$434,636$42,750$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6$434,636$42,750$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
200415$365,353$47,657$9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,904 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-5$365,353$47,657$9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,904 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%.
200316$297,035$45,666$7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6$297,035$45,666$7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%.
200217$227,081$47,692$6,813iApproximate average salary by contribution assumption: employee only about $170,329 at 4% or $113,552 at 6%; with 50% employer match about $113,552 at 4% or $75,702 at 6%; with 100% employer match about $85,164 at 4% or $56,776 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-7$227,081$47,692$6,813iApproximate average salary by contribution assumption: employee only about $170,329 at 4% or $113,552 at 6%; with 50% employer match about $113,552 at 4% or $75,702 at 6%; with 100% employer match about $85,164 at 4% or $56,776 at 6%.
200116$0$0-
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-6---
200014$148,243$29,665$7,416iApproximate average salary by contribution assumption: employee only about $185,406 at 4% or $123,604 at 6%; with 50% employer match about $123,604 at 4% or $82,403 at 6%; with 100% employer match about $92,703 at 4% or $61,802 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-4$148,243$29,665$7,416iApproximate average salary by contribution assumption: employee only about $185,406 at 4% or $123,604 at 6%; with 50% employer match about $123,604 at 4% or $82,403 at 6%; with 100% employer match about $92,703 at 4% or $61,802 at 6%.
199912$123,169$33,519$16,760iApproximate average salary by contribution assumption: employee only about $418,988 at 4% or $279,325 at 6%; with 50% employer match about $279,325 at 4% or $186,217 at 6%; with 100% employer match about $209,494 at 4% or $139,663 at 6%.
Jeffrey R. Vantreese, D.D.S. Money Purchase Pension Plan-2$123,169$33,519$16,760iApproximate average salary by contribution assumption: employee only about $418,988 at 4% or $279,325 at 6%; with 50% employer match about $279,325 at 4% or $186,217 at 6%; with 100% employer match about $209,494 at 4% or $139,663 at 6%.