James E. Daniel II, DMD, Psc
Plan context: James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan
EIN 31-1488347 • Ashland, KY • 34 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$4,980,680
2024 Contributions
$203,460
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $4,980,680 | $203,460 | $29,066iApproximate average salary by contribution assumption: employee only about $726,643 at 4% or $484,429 at 6%; with 50% employer match about $484,429 at 4% or $322,952 at 6%; with 100% employer match about $363,321 at 4% or $242,214 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 7 | $4,975,942 | $177,519 | $25,360iApproximate average salary by contribution assumption: employee only about $633,996 at 4% or $422,664 at 6%; with 50% employer match about $422,664 at 4% or $281,776 at 6%; with 100% employer match about $316,998 at 4% or $211,332 at 6%. |
| JAMES E DANIEL II DMD PSC CBS BENEFIT PLAN | - | 3 | $4,738 | $25,941 | $8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%. |
| 2023 | 2 | 7 | $4,185,768 | $164,489 | $23,498iApproximate average salary by contribution assumption: employee only about $587,461 at 4% or $391,640 at 6%; with 50% employer match about $391,640 at 4% or $261,094 at 6%; with 100% employer match about $293,730 at 4% or $195,820 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 7 | $4,181,600 | $136,028 | $19,433iApproximate average salary by contribution assumption: employee only about $485,814 at 4% or $323,876 at 6%; with 50% employer match about $323,876 at 4% or $215,917 at 6%; with 100% employer match about $242,907 at 4% or $161,938 at 6%. |
| JAMES E DANIEL II DMD PSC CBS BENEFIT PLAN | - | 3 | $4,168 | $28,461 | $9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%. |
| 2022 | 2 | 6 | $3,283,249 | $149,365 | $24,894iApproximate average salary by contribution assumption: employee only about $622,354 at 4% or $414,903 at 6%; with 50% employer match about $414,903 at 4% or $276,602 at 6%; with 100% employer match about $311,177 at 4% or $207,451 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $3,280,427 | $123,911 | $20,652iApproximate average salary by contribution assumption: employee only about $516,296 at 4% or $344,197 at 6%; with 50% employer match about $344,197 at 4% or $229,465 at 6%; with 100% employer match about $258,148 at 4% or $172,099 at 6%. |
| JAMES E DANIEL II DMD PSC CBS BENEFIT PLAN | - | 4 | $2,822 | $25,454 | $6,364iApproximate average salary by contribution assumption: employee only about $159,088 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,706 at 6%; with 100% employer match about $79,544 at 4% or $53,029 at 6%. |
| 2021 | 2 | 5 | $3,732,125 | $144,522 | $28,904iApproximate average salary by contribution assumption: employee only about $722,610 at 4% or $481,740 at 6%; with 50% employer match about $481,740 at 4% or $321,160 at 6%; with 100% employer match about $361,305 at 4% or $240,870 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $3,729,955 | $116,568 | $23,314iApproximate average salary by contribution assumption: employee only about $582,840 at 4% or $388,560 at 6%; with 50% employer match about $388,560 at 4% or $259,040 at 6%; with 100% employer match about $291,420 at 4% or $194,280 at 6%. |
| JAMES E DANIEL II DMD PSC CBS BENEFIT PLAN | - | 2 | $2,170 | $27,954 | $13,977iApproximate average salary by contribution assumption: employee only about $349,425 at 4% or $232,950 at 6%; with 50% employer match about $232,950 at 4% or $155,300 at 6%; with 100% employer match about $174,713 at 4% or $116,475 at 6%. |
| 2020 | 2 | 5 | $3,289,838 | $123,885 | $24,777iApproximate average salary by contribution assumption: employee only about $619,425 at 4% or $412,950 at 6%; with 50% employer match about $412,950 at 4% or $275,300 at 6%; with 100% employer match about $309,713 at 4% or $206,475 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $3,288,674 | $112,240 | $22,448iApproximate average salary by contribution assumption: employee only about $561,200 at 4% or $374,133 at 6%; with 50% employer match about $374,133 at 4% or $249,422 at 6%; with 100% employer match about $280,600 at 4% or $187,067 at 6%. |
| JAMES E DANIEL II DMD PSC CBS BENEFIT PLAN | - | 2 | $1,164 | $11,645 | $5,823iApproximate average salary by contribution assumption: employee only about $145,563 at 4% or $97,042 at 6%; with 50% employer match about $97,042 at 4% or $64,694 at 6%; with 100% employer match about $72,781 at 4% or $48,521 at 6%. |
| 2019 | 1 | 4 | $2,689,528 | $108,942 | $27,236iApproximate average salary by contribution assumption: employee only about $680,888 at 4% or $453,925 at 6%; with 50% employer match about $453,925 at 4% or $302,617 at 6%; with 100% employer match about $340,444 at 4% or $226,963 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 4 | $2,689,528 | $108,942 | $27,236iApproximate average salary by contribution assumption: employee only about $680,888 at 4% or $453,925 at 6%; with 50% employer match about $453,925 at 4% or $302,617 at 6%; with 100% employer match about $340,444 at 4% or $226,963 at 6%. |
| 2018 | 1 | 4 | $2,027,231 | $52,526 | $13,132iApproximate average salary by contribution assumption: employee only about $328,288 at 4% or $218,858 at 6%; with 50% employer match about $218,858 at 4% or $145,906 at 6%; with 100% employer match about $164,144 at 4% or $109,429 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 4 | $2,027,231 | $52,526 | $13,132iApproximate average salary by contribution assumption: employee only about $328,288 at 4% or $218,858 at 6%; with 50% employer match about $218,858 at 4% or $145,906 at 6%; with 100% employer match about $164,144 at 4% or $109,429 at 6%. |
| 2017 | 1 | 4 | $2,106,924 | $102,391 | $25,598iApproximate average salary by contribution assumption: employee only about $639,944 at 4% or $426,629 at 6%; with 50% employer match about $426,629 at 4% or $284,419 at 6%; with 100% employer match about $319,972 at 4% or $213,315 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 4 | $2,106,924 | $102,391 | $25,598iApproximate average salary by contribution assumption: employee only about $639,944 at 4% or $426,629 at 6%; with 50% employer match about $426,629 at 4% or $284,419 at 6%; with 100% employer match about $319,972 at 4% or $213,315 at 6%. |
| 2016 | 1 | 5 | $1,872,274 | $100,711 | $20,142iApproximate average salary by contribution assumption: employee only about $503,555 at 4% or $335,703 at 6%; with 50% employer match about $335,703 at 4% or $223,802 at 6%; with 100% employer match about $251,778 at 4% or $167,852 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $1,872,274 | $100,711 | $20,142iApproximate average salary by contribution assumption: employee only about $503,555 at 4% or $335,703 at 6%; with 50% employer match about $335,703 at 4% or $223,802 at 6%; with 100% employer match about $251,778 at 4% or $167,852 at 6%. |
| 2015 | 1 | 7 | $2,002,223 | $99,782 | $14,255iApproximate average salary by contribution assumption: employee only about $356,364 at 4% or $237,576 at 6%; with 50% employer match about $237,576 at 4% or $158,384 at 6%; with 100% employer match about $178,182 at 4% or $118,788 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 7 | $2,002,223 | $99,782 | $14,255iApproximate average salary by contribution assumption: employee only about $356,364 at 4% or $237,576 at 6%; with 50% employer match about $237,576 at 4% or $158,384 at 6%; with 100% employer match about $178,182 at 4% or $118,788 at 6%. |
| 2014 | 1 | 6 | $1,934,101 | $89,705 | $14,951iApproximate average salary by contribution assumption: employee only about $373,771 at 4% or $249,181 at 6%; with 50% employer match about $249,181 at 4% or $166,120 at 6%; with 100% employer match about $186,885 at 4% or $124,590 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $1,934,101 | $89,705 | $14,951iApproximate average salary by contribution assumption: employee only about $373,771 at 4% or $249,181 at 6%; with 50% employer match about $249,181 at 4% or $166,120 at 6%; with 100% employer match about $186,885 at 4% or $124,590 at 6%. |
| 2013 | 1 | 6 | $1,721,689 | $88,796 | $14,799iApproximate average salary by contribution assumption: employee only about $369,983 at 4% or $246,656 at 6%; with 50% employer match about $246,656 at 4% or $164,437 at 6%; with 100% employer match about $184,992 at 4% or $123,328 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $1,721,689 | $88,796 | $14,799iApproximate average salary by contribution assumption: employee only about $369,983 at 4% or $246,656 at 6%; with 50% employer match about $246,656 at 4% or $164,437 at 6%; with 100% employer match about $184,992 at 4% or $123,328 at 6%. |
| 2012 | 1 | 6 | $1,434,359 | $91,458 | $15,243iApproximate average salary by contribution assumption: employee only about $381,075 at 4% or $254,050 at 6%; with 50% employer match about $254,050 at 4% or $169,367 at 6%; with 100% employer match about $190,538 at 4% or $127,025 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $1,434,359 | $91,458 | $15,243iApproximate average salary by contribution assumption: employee only about $381,075 at 4% or $254,050 at 6%; with 50% employer match about $254,050 at 4% or $169,367 at 6%; with 100% employer match about $190,538 at 4% or $127,025 at 6%. |
| 2011 | 1 | 6 | $1,304,347 | $86,621 | $14,437iApproximate average salary by contribution assumption: employee only about $360,921 at 4% or $240,614 at 6%; with 50% employer match about $240,614 at 4% or $160,409 at 6%; with 100% employer match about $180,460 at 4% or $120,307 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $1,304,347 | $86,621 | $14,437iApproximate average salary by contribution assumption: employee only about $360,921 at 4% or $240,614 at 6%; with 50% employer match about $240,614 at 4% or $160,409 at 6%; with 100% employer match about $180,460 at 4% or $120,307 at 6%. |
| 2010 | 1 | 7 | $1,361,237 | $87,524 | $12,503iApproximate average salary by contribution assumption: employee only about $312,586 at 4% or $208,390 at 6%; with 50% employer match about $208,390 at 4% or $138,927 at 6%; with 100% employer match about $156,293 at 4% or $104,195 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 7 | $1,361,237 | $87,524 | $12,503iApproximate average salary by contribution assumption: employee only about $312,586 at 4% or $208,390 at 6%; with 50% employer match about $208,390 at 4% or $138,927 at 6%; with 100% employer match about $156,293 at 4% or $104,195 at 6%. |
| 2009 | 1 | 6 | $1,152,253 | $88,493 | $14,749iApproximate average salary by contribution assumption: employee only about $368,721 at 4% or $245,814 at 6%; with 50% employer match about $245,814 at 4% or $163,876 at 6%; with 100% employer match about $184,360 at 4% or $122,907 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $1,152,253 | $88,493 | $14,749iApproximate average salary by contribution assumption: employee only about $368,721 at 4% or $245,814 at 6%; with 50% employer match about $245,814 at 4% or $163,876 at 6%; with 100% employer match about $184,360 at 4% or $122,907 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 5 | $973,193 | $59,547 | $11,909iApproximate average salary by contribution assumption: employee only about $297,735 at 4% or $198,490 at 6%; with 50% employer match about $198,490 at 4% or $132,327 at 6%; with 100% employer match about $148,868 at 4% or $99,245 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $973,193 | $59,547 | $11,909iApproximate average salary by contribution assumption: employee only about $297,735 at 4% or $198,490 at 6%; with 50% employer match about $198,490 at 4% or $132,327 at 6%; with 100% employer match about $148,868 at 4% or $99,245 at 6%. |
| 2005 | 1 | 5 | $809,094 | $57,390 | $11,478iApproximate average salary by contribution assumption: employee only about $286,950 at 4% or $191,300 at 6%; with 50% employer match about $191,300 at 4% or $127,533 at 6%; with 100% employer match about $143,475 at 4% or $95,650 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $809,094 | $57,390 | $11,478iApproximate average salary by contribution assumption: employee only about $286,950 at 4% or $191,300 at 6%; with 50% employer match about $191,300 at 4% or $127,533 at 6%; with 100% employer match about $143,475 at 4% or $95,650 at 6%. |
| 2004 | 1 | 6 | $711,665 | $58,348 | $9,725iApproximate average salary by contribution assumption: employee only about $243,117 at 4% or $162,078 at 6%; with 50% employer match about $162,078 at 4% or $108,052 at 6%; with 100% employer match about $121,558 at 4% or $81,039 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $711,665 | $58,348 | $9,725iApproximate average salary by contribution assumption: employee only about $243,117 at 4% or $162,078 at 6%; with 50% employer match about $162,078 at 4% or $108,052 at 6%; with 100% employer match about $121,558 at 4% or $81,039 at 6%. |
| 2003 | 1 | 6 | $591,868 | $60,722 | $10,120iApproximate average salary by contribution assumption: employee only about $253,008 at 4% or $168,672 at 6%; with 50% employer match about $168,672 at 4% or $112,448 at 6%; with 100% employer match about $126,504 at 4% or $84,336 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $591,868 | $60,722 | $10,120iApproximate average salary by contribution assumption: employee only about $253,008 at 4% or $168,672 at 6%; with 50% employer match about $168,672 at 4% or $112,448 at 6%; with 100% employer match about $126,504 at 4% or $84,336 at 6%. |
| 2002 | 2 | 6 | $443,287 | $87,134 | $14,522iApproximate average salary by contribution assumption: employee only about $363,058 at 4% or $242,039 at 6%; with 50% employer match about $242,039 at 4% or $161,359 at 6%; with 100% employer match about $181,529 at 4% or $121,019 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $443,287 | $58,418 | $9,736iApproximate average salary by contribution assumption: employee only about $243,408 at 4% or $162,272 at 6%; with 50% employer match about $162,272 at 4% or $108,181 at 6%; with 100% employer match about $121,704 at 4% or $81,136 at 6%. |
| James E. Daniel, II, DMD, Psc Money Purchase Pension Plan | - | 0 | - | $28,716 | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| James E. Daniel, II, DMD, Psc Money Purchase Pension Plan | - | 6 | - | - | - |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 2 | 5 | $489,887 | $41,478 | $8,296iApproximate average salary by contribution assumption: employee only about $207,390 at 4% or $138,260 at 6%; with 50% employer match about $138,260 at 4% or $92,173 at 6%; with 100% employer match about $103,695 at 4% or $69,130 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 5 | $385,096 | $16,425 | $3,285iApproximate average salary by contribution assumption: employee only about $82,125 at 4% or $54,750 at 6%; with 50% employer match about $54,750 at 4% or $36,500 at 6%; with 100% employer match about $41,063 at 4% or $27,375 at 6%. |
| James E. Daniel, II, DMD, Psc Money Purchase Pension Plan | - | 5 | $104,791 | $25,053 | $5,011iApproximate average salary by contribution assumption: employee only about $125,265 at 4% or $83,510 at 6%; with 50% employer match about $83,510 at 4% or $55,673 at 6%; with 100% employer match about $62,633 at 4% or $41,755 at 6%. |
| 1999 | 2 | 6 | $479,361 | $47,626 | $7,938iApproximate average salary by contribution assumption: employee only about $198,442 at 4% or $132,294 at 6%; with 50% employer match about $132,294 at 4% or $88,196 at 6%; with 100% employer match about $99,221 at 4% or $66,147 at 6%. |
| James E. Daniel II, DMD, Psc 401(K) Profit Sharing Plan | - | 6 | $393,481 | $23,250 | $3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%. |
| James E. Daniel, II, DMD, Psc Money Purchase Pension Plan | - | 6 | $85,880 | $24,376 | $4,063iApproximate average salary by contribution assumption: employee only about $101,567 at 4% or $67,711 at 6%; with 50% employer match about $67,711 at 4% or $45,141 at 6%; with 100% employer match about $50,783 at 4% or $33,856 at 6%. |