Civic Intelligence

Lawrence N. Fortress, D.D.S.

Plan context: Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan

EIN 35-1525854 • Indianapolis, IN • 10 filings • 3 plans

902 E. Southport RoadIndianapolis, IN 46227-8589
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$365,897

2011 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$365,897$182,949$0199920062010YearValue
$365,897Latest year 2010

Participants Over Time

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

210199920082010YearValue
2Latest 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-
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-0$0$0-
201012$365,897$0-
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-2$365,897--
200912$341,841$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-2$341,841$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
200812$0$0-
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-2---
200611$263,846$67,523$67,523iApproximate average salary by contribution assumption: employee only about $1,688,075 at 4% or $1,125,383 at 6%; with 50% employer match about $1,125,383 at 4% or $750,256 at 6%; with 100% employer match about $844,038 at 4% or $562,692 at 6%.
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-1$263,846$67,523$67,523iApproximate average salary by contribution assumption: employee only about $1,688,075 at 4% or $1,125,383 at 6%; with 50% employer match about $1,125,383 at 4% or $750,256 at 6%; with 100% employer match about $844,038 at 4% or $562,692 at 6%.
200512$181,947$88,440$44,220iApproximate average salary by contribution assumption: employee only about $1,105,500 at 4% or $737,000 at 6%; with 50% employer match about $737,000 at 4% or $491,333 at 6%; with 100% employer match about $552,750 at 4% or $368,500 at 6%.
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-2$181,947$88,440$44,220iApproximate average salary by contribution assumption: employee only about $1,105,500 at 4% or $737,000 at 6%; with 50% employer match about $737,000 at 4% or $491,333 at 6%; with 100% employer match about $552,750 at 4% or $368,500 at 6%.
200020$0$0-
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-0---
Lawrence N. Fortress, D.D.S. Sbs Profit Sharing Plan-0---
199921$298,455$20,905$20,905iApproximate average salary by contribution assumption: employee only about $522,625 at 4% or $348,417 at 6%; with 50% employer match about $348,417 at 4% or $232,278 at 6%; with 100% employer match about $261,313 at 4% or $174,208 at 6%.
Lawrence N. Fortress, D.D.S. Sbs Money Purchase Plan-1$233,474$17,180$17,180iApproximate average salary by contribution assumption: employee only about $429,500 at 4% or $286,333 at 6%; with 50% employer match about $286,333 at 4% or $190,889 at 6%; with 100% employer match about $214,750 at 4% or $143,167 at 6%.
Lawrence N. Fortress, D.D.S. Sbs Profit Sharing Plan-1$64,981$3,725$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.