Civic Intelligence

James Zimmerman, Jr., D.D.S.

Plan context: James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust

EIN 34-1233352 • Toledo, OH • 26 filings • 3 plans

5636 W. Central Ave.Toledo, OH 43615
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,436,885

2024 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,436,885$718,443$0199920142024YearValue
$1,436,885Latest year 2024

Participants Over Time

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

630199920122024YearValue
2Latest year 2024

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
202412$1,436,885$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-2$1,436,885$0-
202312$1,301,812$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-2$1,301,812--
202213$1,143,945$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-3$1,143,945$0-
202113$1,395,338$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-3$1,395,338--
202013$1,159,164$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-3$1,159,164--
201913$1,116,888$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-3$1,116,888--
201813$912,367$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-3$912,367$0-
201715$1,161,983$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$1,161,983--
201615$997,995$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$997,995$0-
201516$932,341$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-6$932,341--
201416$961,921$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-6$961,921--
201316$941,521$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-6$941,521--
201216$777,611$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-6$777,611--
201116$682,882$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-6$682,882--
201015$714,369$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$714,369--
200915$619,973$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$619,973$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200815$585,721$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$585,721--
200715$0$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5---
200615$813,789$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$813,789$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200515$670,146$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$670,146$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200415$598,493$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$598,493$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200315$506,046$15,411$3,082iApproximate average salary by contribution assumption: employee only about $77,055 at 4% or $51,370 at 6%; with 50% employer match about $51,370 at 4% or $34,247 at 6%; with 100% employer match about $38,528 at 4% or $25,685 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5$506,046$15,411$3,082iApproximate average salary by contribution assumption: employee only about $77,055 at 4% or $51,370 at 6%; with 50% employer match about $51,370 at 4% or $34,247 at 6%; with 100% employer match about $38,528 at 4% or $25,685 at 6%.
200215$0$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-5---
200114$0$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-4---
200014$0$0-
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-4---
199914$330,944$38,734$9,684iApproximate average salary by contribution assumption: employee only about $242,088 at 4% or $161,392 at 6%; with 50% employer match about $161,392 at 4% or $107,594 at 6%; with 100% employer match about $121,044 at 4% or $80,696 at 6%.
James Zimmerman, Jr., D.D.S. Profit Sharing Plan and Trust-4$330,944$38,734$9,684iApproximate average salary by contribution assumption: employee only about $242,088 at 4% or $161,392 at 6%; with 50% employer match about $161,392 at 4% or $107,594 at 6%; with 100% employer match about $121,044 at 4% or $80,696 at 6%.