Civic Intelligence

Joe Hale III, D.D.S.

Plan context: JOE HALE III DDS FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

EIN 34-1133877 • Uniontown, OH • 10 filings • 3 plans

3403 Bluegrass DriveUniontown, OH 44685
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$1,242,870

2011 Contributions

$92,030

Historical Graphs

Total Assets Over Time

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

$1,242,870$621,435$0199920032010YearValue
$1,242,870Latest year 2010

Participants Over Time

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

840199920032010YearValue
8Latest year 2010

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
201110$0$0-
JOE HALE III DDS FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-0$0$0-
201018$1,242,870$92,030$11,504iApproximate average salary by contribution assumption: employee only about $287,594 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,865 at 6%.
JOE HALE III DDS FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-8$1,242,870$92,030$11,504iApproximate average salary by contribution assumption: employee only about $287,594 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,865 at 6%.
200918$1,066,163$95,830$11,979iApproximate average salary by contribution assumption: employee only about $299,469 at 4% or $199,646 at 6%; with 50% employer match about $199,646 at 4% or $133,097 at 6%; with 100% employer match about $149,734 at 4% or $99,823 at 6%.
JOE HALE III DDS FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN-8$1,066,163$95,830$11,979iApproximate average salary by contribution assumption: employee only about $299,469 at 4% or $199,646 at 6%; with 50% employer match about $199,646 at 4% or $133,097 at 6%; with 100% employer match about $149,734 at 4% or $99,823 at 6%.
200818$770,237$45,433$5,679iApproximate average salary by contribution assumption: employee only about $141,978 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.
JOE HALE III, DDS FAMILY DENTISTRY 401K PROFIT SHARING PLAN-8$770,237$45,433$5,679iApproximate average salary by contribution assumption: employee only about $141,978 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.
200410$0$0-
Joe Hale III, D.D.S. Target Benefit Plan and Trust-0---
200317$433,124$61,543$8,792iApproximate average salary by contribution assumption: employee only about $219,796 at 4% or $146,531 at 6%; with 50% employer match about $146,531 at 4% or $97,687 at 6%; with 100% employer match about $109,898 at 4% or $73,265 at 6%.
Joe Hale III, D.D.S. Target Benefit Plan and Trust-7$433,124$61,543$8,792iApproximate average salary by contribution assumption: employee only about $219,796 at 4% or $146,531 at 6%; with 50% employer match about $146,531 at 4% or $97,687 at 6%; with 100% employer match about $109,898 at 4% or $73,265 at 6%.
200217$300,346$59,106$8,444iApproximate average salary by contribution assumption: employee only about $211,093 at 4% or $140,729 at 6%; with 50% employer match about $140,729 at 4% or $93,819 at 6%; with 100% employer match about $105,546 at 4% or $70,364 at 6%.
Joe Hale III, D.D.S. Target Benefit Plan and Trust-7$300,346$59,106$8,444iApproximate average salary by contribution assumption: employee only about $211,093 at 4% or $140,729 at 6%; with 50% employer match about $140,729 at 4% or $93,819 at 6%; with 100% employer match about $105,546 at 4% or $70,364 at 6%.
200116$0$0-
Joe Hale III, D.D.S. Target Benefit Plan and Trust-6---
200016$391,311$42,930$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
Joe Hale III, D.D.S. Target Benefit Plan and Trust-6$391,311$42,930$7,155iApproximate average salary by contribution assumption: employee only about $178,875 at 4% or $119,250 at 6%; with 50% employer match about $119,250 at 4% or $79,500 at 6%; with 100% employer match about $89,438 at 4% or $59,625 at 6%.
199916$440,818$42,283$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,090 at 4% or $58,726 at 6%.
Joe Hale III, D.D.S. Target Benefit Plan and Trust-6$440,818$42,283$7,047iApproximate average salary by contribution assumption: employee only about $176,179 at 4% or $117,453 at 6%; with 50% employer match about $117,453 at 4% or $78,302 at 6%; with 100% employer match about $88,090 at 4% or $58,726 at 6%.