James M. Lindsey, Dds
Plan context: James M. Lindsey, Self Employed Retirement Plan
EIN 35-1467131 • Kokomo, IN • 18 filings • 5 plans
Current Snapshot
Latest Year
2015
2015 Participants
10
2015 Assets
$2,694,059
2015 Contributions
$98,073
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 10 | $2,694,059 | $98,073 | $9,807iApproximate average salary by contribution assumption: employee only about $245,182 at 4% or $163,455 at 6%; with 50% employer match about $163,455 at 4% or $108,970 at 6%; with 100% employer match about $122,591 at 4% or $81,728 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $2,694,059 | $98,073 | $9,807iApproximate average salary by contribution assumption: employee only about $245,182 at 4% or $163,455 at 6%; with 50% employer match about $163,455 at 4% or $108,970 at 6%; with 100% employer match about $122,591 at 4% or $81,728 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 10 | $2,658,997 | $78,028 | $7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $2,658,997 | $78,028 | $7,803iApproximate average salary by contribution assumption: employee only about $195,070 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,023 at 6%. |
| 2013 | 1 | 10 | $2,460,533 | $76,878 | $7,688iApproximate average salary by contribution assumption: employee only about $192,195 at 4% or $128,130 at 6%; with 50% employer match about $128,130 at 4% or $85,420 at 6%; with 100% employer match about $96,098 at 4% or $64,065 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $2,460,533 | $76,878 | $7,688iApproximate average salary by contribution assumption: employee only about $192,195 at 4% or $128,130 at 6%; with 50% employer match about $128,130 at 4% or $85,420 at 6%; with 100% employer match about $96,098 at 4% or $64,065 at 6%. |
| 2012 | 1 | 10 | $1,928,694 | $74,017 | $7,402iApproximate average salary by contribution assumption: employee only about $185,043 at 4% or $123,362 at 6%; with 50% employer match about $123,362 at 4% or $82,241 at 6%; with 100% employer match about $92,521 at 4% or $61,681 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $1,928,694 | $74,017 | $7,402iApproximate average salary by contribution assumption: employee only about $185,043 at 4% or $123,362 at 6%; with 50% employer match about $123,362 at 4% or $82,241 at 6%; with 100% employer match about $92,521 at 4% or $61,681 at 6%. |
| 2011 | 1 | 10 | $1,666,391 | $65,220 | $6,522iApproximate average salary by contribution assumption: employee only about $163,050 at 4% or $108,700 at 6%; with 50% employer match about $108,700 at 4% or $72,467 at 6%; with 100% employer match about $81,525 at 4% or $54,350 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $1,666,391 | $65,220 | $6,522iApproximate average salary by contribution assumption: employee only about $163,050 at 4% or $108,700 at 6%; with 50% employer match about $108,700 at 4% or $72,467 at 6%; with 100% employer match about $81,525 at 4% or $54,350 at 6%. |
| 2010 | 1 | 10 | $1,661,869 | $101,648 | $10,165iApproximate average salary by contribution assumption: employee only about $254,120 at 4% or $169,413 at 6%; with 50% employer match about $169,413 at 4% or $112,942 at 6%; with 100% employer match about $127,060 at 4% or $84,707 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 10 | $1,661,869 | $101,648 | $10,165iApproximate average salary by contribution assumption: employee only about $254,120 at 4% or $169,413 at 6%; with 50% employer match about $169,413 at 4% or $112,942 at 6%; with 100% employer match about $127,060 at 4% or $84,707 at 6%. |
| 2009 | 1 | 11 | $1,381,858 | $65,374 | $5,943iApproximate average salary by contribution assumption: employee only about $148,577 at 4% or $99,052 at 6%; with 50% employer match about $99,052 at 4% or $66,034 at 6%; with 100% employer match about $74,289 at 4% or $49,526 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $1,381,858 | $65,374 | $5,943iApproximate average salary by contribution assumption: employee only about $148,577 at 4% or $99,052 at 6%; with 50% employer match about $99,052 at 4% or $66,034 at 6%; with 100% employer match about $74,289 at 4% or $49,526 at 6%. |
| 2008 | 1 | 11 | $1,049,822 | $66,044 | $6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $1,049,822 | $66,044 | $6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | - | - | - |
| 2006 | 1 | 11 | $1,415,129 | $60,621 | $5,511iApproximate average salary by contribution assumption: employee only about $137,775 at 4% or $91,850 at 6%; with 50% employer match about $91,850 at 4% or $61,233 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $1,415,129 | $60,621 | $5,511iApproximate average salary by contribution assumption: employee only about $137,775 at 4% or $91,850 at 6%; with 50% employer match about $91,850 at 4% or $61,233 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%. |
| 2005 | 1 | 11 | $1,161,488 | $56,700 | $5,155iApproximate average salary by contribution assumption: employee only about $128,864 at 4% or $85,909 at 6%; with 50% employer match about $85,909 at 4% or $57,273 at 6%; with 100% employer match about $64,432 at 4% or $42,955 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $1,161,488 | $56,700 | $5,155iApproximate average salary by contribution assumption: employee only about $128,864 at 4% or $85,909 at 6%; with 50% employer match about $85,909 at 4% or $57,273 at 6%; with 100% employer match about $64,432 at 4% or $42,955 at 6%. |
| 2004 | 1 | 11 | $1,059,056 | $50,938 | $4,631iApproximate average salary by contribution assumption: employee only about $115,768 at 4% or $77,179 at 6%; with 50% employer match about $77,179 at 4% or $51,453 at 6%; with 100% employer match about $57,884 at 4% or $38,589 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $1,059,056 | $50,938 | $4,631iApproximate average salary by contribution assumption: employee only about $115,768 at 4% or $77,179 at 6%; with 50% employer match about $77,179 at 4% or $51,453 at 6%; with 100% employer match about $57,884 at 4% or $38,589 at 6%. |
| 2003 | 1 | 11 | $0 | $0 | - |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | - | - | - |
| 2002 | 1 | 12 | $700,898 | $58,502 | $4,875iApproximate average salary by contribution assumption: employee only about $121,879 at 4% or $81,253 at 6%; with 50% employer match about $81,253 at 4% or $54,169 at 6%; with 100% employer match about $60,940 at 4% or $40,626 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 12 | $700,898 | $58,502 | $4,875iApproximate average salary by contribution assumption: employee only about $121,879 at 4% or $81,253 at 6%; with 50% employer match about $81,253 at 4% or $54,169 at 6%; with 100% employer match about $60,940 at 4% or $40,626 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| James M. Lindsey, Self Employed Retirement Plan | - | 12 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| James M. Lindsey, Self Employed Retirement Plan | - | 12 | - | - | - |
| 1999 | 1 | 11 | $853,290 | $46,000 | $4,182iApproximate average salary by contribution assumption: employee only about $104,545 at 4% or $69,697 at 6%; with 50% employer match about $69,697 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,848 at 6%. |
| James M. Lindsey, Self Employed Retirement Plan | - | 11 | $853,290 | $46,000 | $4,182iApproximate average salary by contribution assumption: employee only about $104,545 at 4% or $69,697 at 6%; with 50% employer match about $69,697 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,848 at 6%. |