Civic Intelligence

Robert J. Jose, DMD PC.

Plan context: Robert J. Jose, DMD 401K Plan and Trust

EIN 33-1034976 • Helena, MT • 17 filings • 1 plans

1010 Partridge PlaceHelena, MT 59602
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$2,436,017

2019 Contributions

$31,858

Historical Graphs

Total Assets Over Time

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

$2,496,051$1,248,026$0200420112018YearValue
$2,436,017Latest year 2018

Participants Over Time

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

740200320112018YearValue
6Latest year 2018

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
201910$0$31,858-
Robert J. Jose, DMD 401K Plan and Trust-0$0$31,858-
201816$2,436,017$104,429$17,405iApproximate average salary by contribution assumption: employee only about $435,121 at 4% or $290,081 at 6%; with 50% employer match about $290,081 at 4% or $193,387 at 6%; with 100% employer match about $217,560 at 4% or $145,040 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$2,436,017$104,429$17,405iApproximate average salary by contribution assumption: employee only about $435,121 at 4% or $290,081 at 6%; with 50% employer match about $290,081 at 4% or $193,387 at 6%; with 100% employer match about $217,560 at 4% or $145,040 at 6%.
201716$2,496,051$67,144$11,191iApproximate average salary by contribution assumption: employee only about $279,767 at 4% or $186,511 at 6%; with 50% employer match about $186,511 at 4% or $124,341 at 6%; with 100% employer match about $139,883 at 4% or $93,256 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$2,496,051$67,144$11,191iApproximate average salary by contribution assumption: employee only about $279,767 at 4% or $186,511 at 6%; with 50% employer match about $186,511 at 4% or $124,341 at 6%; with 100% employer match about $139,883 at 4% or $93,256 at 6%.
201615$2,124,547$102,994$20,599iApproximate average salary by contribution assumption: employee only about $514,970 at 4% or $343,313 at 6%; with 50% employer match about $343,313 at 4% or $228,876 at 6%; with 100% employer match about $257,485 at 4% or $171,657 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-5$2,124,547$102,994$20,599iApproximate average salary by contribution assumption: employee only about $514,970 at 4% or $343,313 at 6%; with 50% employer match about $343,313 at 4% or $228,876 at 6%; with 100% employer match about $257,485 at 4% or $171,657 at 6%.
201515$1,878,444$103,836$20,767iApproximate average salary by contribution assumption: employee only about $519,180 at 4% or $346,120 at 6%; with 50% employer match about $346,120 at 4% or $230,747 at 6%; with 100% employer match about $259,590 at 4% or $173,060 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-5$1,878,444$103,836$20,767iApproximate average salary by contribution assumption: employee only about $519,180 at 4% or $346,120 at 6%; with 50% employer match about $346,120 at 4% or $230,747 at 6%; with 100% employer match about $259,590 at 4% or $173,060 at 6%.
201415$1,798,381$97,301$19,460iApproximate average salary by contribution assumption: employee only about $486,505 at 4% or $324,337 at 6%; with 50% employer match about $324,337 at 4% or $216,224 at 6%; with 100% employer match about $243,253 at 4% or $162,168 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-5$1,798,381$97,301$19,460iApproximate average salary by contribution assumption: employee only about $486,505 at 4% or $324,337 at 6%; with 50% employer match about $324,337 at 4% or $216,224 at 6%; with 100% employer match about $243,253 at 4% or $162,168 at 6%.
201316$1,654,394$99,317$16,553iApproximate average salary by contribution assumption: employee only about $413,821 at 4% or $275,881 at 6%; with 50% employer match about $275,881 at 4% or $183,920 at 6%; with 100% employer match about $206,910 at 4% or $137,940 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$1,654,394$99,317$16,553iApproximate average salary by contribution assumption: employee only about $413,821 at 4% or $275,881 at 6%; with 50% employer match about $275,881 at 4% or $183,920 at 6%; with 100% employer match about $206,910 at 4% or $137,940 at 6%.
201216$1,313,262$100,154$16,692iApproximate average salary by contribution assumption: employee only about $417,308 at 4% or $278,206 at 6%; with 50% employer match about $278,206 at 4% or $185,470 at 6%; with 100% employer match about $208,654 at 4% or $139,103 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$1,313,262$100,154$16,692iApproximate average salary by contribution assumption: employee only about $417,308 at 4% or $278,206 at 6%; with 50% employer match about $278,206 at 4% or $185,470 at 6%; with 100% employer match about $208,654 at 4% or $139,103 at 6%.
201116$1,078,509$100,649$16,775iApproximate average salary by contribution assumption: employee only about $419,371 at 4% or $279,581 at 6%; with 50% employer match about $279,581 at 4% or $186,387 at 6%; with 100% employer match about $209,685 at 4% or $139,790 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$1,078,509$100,649$16,775iApproximate average salary by contribution assumption: employee only about $419,371 at 4% or $279,581 at 6%; with 50% employer match about $279,581 at 4% or $186,387 at 6%; with 100% employer match about $209,685 at 4% or $139,790 at 6%.
201017$1,004,149$103,007$14,715iApproximate average salary by contribution assumption: employee only about $367,882 at 4% or $245,255 at 6%; with 50% employer match about $245,255 at 4% or $163,503 at 6%; with 100% employer match about $183,941 at 4% or $122,627 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-7$1,004,149$103,007$14,715iApproximate average salary by contribution assumption: employee only about $367,882 at 4% or $245,255 at 6%; with 50% employer match about $245,255 at 4% or $163,503 at 6%; with 100% employer match about $183,941 at 4% or $122,627 at 6%.
200917$808,033$102,016$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,895 at 6%; with 50% employer match about $242,895 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,448 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-7$808,033$102,016$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,895 at 6%; with 50% employer match about $242,895 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,448 at 6%.
200816$539,597$94,731$15,789iApproximate average salary by contribution assumption: employee only about $394,713 at 4% or $263,142 at 6%; with 50% employer match about $263,142 at 4% or $175,428 at 6%; with 100% employer match about $197,356 at 4% or $131,571 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$539,597$94,731$15,789iApproximate average salary by contribution assumption: employee only about $394,713 at 4% or $263,142 at 6%; with 50% employer match about $263,142 at 4% or $175,428 at 6%; with 100% employer match about $197,356 at 4% or $131,571 at 6%.
200716$712,850$90,904$15,151iApproximate average salary by contribution assumption: employee only about $378,767 at 4% or $252,511 at 6%; with 50% employer match about $252,511 at 4% or $168,341 at 6%; with 100% employer match about $189,383 at 4% or $126,256 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-6$712,850$90,904$15,151iApproximate average salary by contribution assumption: employee only about $378,767 at 4% or $252,511 at 6%; with 50% employer match about $252,511 at 4% or $168,341 at 6%; with 100% employer match about $189,383 at 4% or $126,256 at 6%.
200615$569,464$93,073$18,615iApproximate average salary by contribution assumption: employee only about $465,365 at 4% or $310,243 at 6%; with 50% employer match about $310,243 at 4% or $206,829 at 6%; with 100% employer match about $232,682 at 4% or $155,122 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-5$569,464$93,073$18,615iApproximate average salary by contribution assumption: employee only about $465,365 at 4% or $310,243 at 6%; with 50% employer match about $310,243 at 4% or $206,829 at 6%; with 100% employer match about $232,682 at 4% or $155,122 at 6%.
200514$421,069$86,876$21,719iApproximate average salary by contribution assumption: employee only about $542,975 at 4% or $361,983 at 6%; with 50% employer match about $361,983 at 4% or $241,322 at 6%; with 100% employer match about $271,488 at 4% or $180,992 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-4$421,069$86,876$21,719iApproximate average salary by contribution assumption: employee only about $542,975 at 4% or $361,983 at 6%; with 50% employer match about $361,983 at 4% or $241,322 at 6%; with 100% employer match about $271,488 at 4% or $180,992 at 6%.
200415$318,490$83,778$16,756iApproximate average salary by contribution assumption: employee only about $418,890 at 4% or $279,260 at 6%; with 50% employer match about $279,260 at 4% or $186,173 at 6%; with 100% employer match about $209,445 at 4% or $139,630 at 6%.
Robert J. Jose, DMD 401K Plan and Trust-5$318,490$83,778$16,756iApproximate average salary by contribution assumption: employee only about $418,890 at 4% or $279,260 at 6%; with 50% employer match about $279,260 at 4% or $186,173 at 6%; with 100% employer match about $209,445 at 4% or $139,630 at 6%.
200315$0$0-
Robert J. Jose, DMD 401K Plan and Trust-5---