Phillip Lopate, Dds
Plan context: Phillip Lopate, Dds Profit Sharing Plan and Trust
EIN 34-1634751 • 5 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$19,693
2004 Contributions
$12,216
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Phillip Lopate, Dds Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2003 | 1 | 1 | $19,693 | $0 | - |
| Phillip Lopate, Dds Profit Sharing Plan and Trust | - | 1 | $19,693 | - | - |
| 2002 | 1 | 2 | $123,803 | $12,216 | $6,108iApproximate average salary by contribution assumption: employee only about $152,700 at 4% or $101,800 at 6%; with 50% employer match about $101,800 at 4% or $67,867 at 6%; with 100% employer match about $76,350 at 4% or $50,900 at 6%. |
| Phillip Lopate, Dds Profit Sharing Plan and Trust | - | 2 | $123,803 | $12,216 | $6,108iApproximate average salary by contribution assumption: employee only about $152,700 at 4% or $101,800 at 6%; with 50% employer match about $101,800 at 4% or $67,867 at 6%; with 100% employer match about $76,350 at 4% or $50,900 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Phillip Lopate, Dds Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 1 | 3 | $133,494 | $15,504 | $5,168iApproximate average salary by contribution assumption: employee only about $129,200 at 4% or $86,133 at 6%; with 50% employer match about $86,133 at 4% or $57,422 at 6%; with 100% employer match about $64,600 at 4% or $43,067 at 6%. |
| Phillip Lopate, Dds Profit Sharing Plan and Trust | - | 3 | $133,494 | $15,504 | $5,168iApproximate average salary by contribution assumption: employee only about $129,200 at 4% or $86,133 at 6%; with 50% employer match about $86,133 at 4% or $57,422 at 6%; with 100% employer match about $64,600 at 4% or $43,067 at 6%. |