Civic Intelligence

James M. Lipton, D.D.S. PC.

Plan context: James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust

EIN 35-1553533 • Highland, IN • 18 filings • 3 plans

9000 Cline AvenueHighland, IN 46322
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$1,644,619

2020 Contributions

$64,260

Historical Graphs

Total Assets Over Time

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

$1,644,619$822,310$0200320122020YearValue
$1,644,619Latest year 2020

Participants Over Time

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

1050200320122020YearValue
6Latest year 2020

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
202016$1,644,619$64,260$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-6$1,644,619$64,260$10,710iApproximate average salary by contribution assumption: employee only about $267,750 at 4% or $178,500 at 6%; with 50% employer match about $178,500 at 4% or $119,000 at 6%; with 100% employer match about $133,875 at 4% or $89,250 at 6%.
201917$1,537,735$99,937$14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$1,537,735$99,937$14,277iApproximate average salary by contribution assumption: employee only about $356,918 at 4% or $237,945 at 6%; with 50% employer match about $237,945 at 4% or $158,630 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%.
201817$1,245,899$96,884$13,841iApproximate average salary by contribution assumption: employee only about $346,014 at 4% or $230,676 at 6%; with 50% employer match about $230,676 at 4% or $153,784 at 6%; with 100% employer match about $173,007 at 4% or $115,338 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$1,245,899$96,884$13,841iApproximate average salary by contribution assumption: employee only about $346,014 at 4% or $230,676 at 6%; with 50% employer match about $230,676 at 4% or $153,784 at 6%; with 100% employer match about $173,007 at 4% or $115,338 at 6%.
201717$1,215,761$100,079$14,297iApproximate average salary by contribution assumption: employee only about $357,425 at 4% or $238,283 at 6%; with 50% employer match about $238,283 at 4% or $158,856 at 6%; with 100% employer match about $178,713 at 4% or $119,142 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$1,215,761$100,079$14,297iApproximate average salary by contribution assumption: employee only about $357,425 at 4% or $238,283 at 6%; with 50% employer match about $238,283 at 4% or $158,856 at 6%; with 100% employer match about $178,713 at 4% or $119,142 at 6%.
201618$998,906$103,007$12,876iApproximate average salary by contribution assumption: employee only about $321,897 at 4% or $214,598 at 6%; with 50% employer match about $214,598 at 4% or $143,065 at 6%; with 100% employer match about $160,948 at 4% or $107,299 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$998,906$103,007$12,876iApproximate average salary by contribution assumption: employee only about $321,897 at 4% or $214,598 at 6%; with 50% employer match about $214,598 at 4% or $143,065 at 6%; with 100% employer match about $160,948 at 4% or $107,299 at 6%.
201518$890,691$83,081$10,385iApproximate average salary by contribution assumption: employee only about $259,628 at 4% or $173,085 at 6%; with 50% employer match about $173,085 at 4% or $115,390 at 6%; with 100% employer match about $129,814 at 4% or $86,543 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$890,691$83,081$10,385iApproximate average salary by contribution assumption: employee only about $259,628 at 4% or $173,085 at 6%; with 50% employer match about $173,085 at 4% or $115,390 at 6%; with 100% employer match about $129,814 at 4% or $86,543 at 6%.
201417$812,050$73,929$10,561iApproximate average salary by contribution assumption: employee only about $264,032 at 4% or $176,021 at 6%; with 50% employer match about $176,021 at 4% or $117,348 at 6%; with 100% employer match about $132,016 at 4% or $88,011 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$812,050$73,929$10,561iApproximate average salary by contribution assumption: employee only about $264,032 at 4% or $176,021 at 6%; with 50% employer match about $176,021 at 4% or $117,348 at 6%; with 100% employer match about $132,016 at 4% or $88,011 at 6%.
201318$702,870$59,183$7,398iApproximate average salary by contribution assumption: employee only about $184,947 at 4% or $123,298 at 6%; with 50% employer match about $123,298 at 4% or $82,199 at 6%; with 100% employer match about $92,473 at 4% or $61,649 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$702,870$59,183$7,398iApproximate average salary by contribution assumption: employee only about $184,947 at 4% or $123,298 at 6%; with 50% employer match about $123,298 at 4% or $82,199 at 6%; with 100% employer match about $92,473 at 4% or $61,649 at 6%.
201218$579,293$51,926$6,491iApproximate average salary by contribution assumption: employee only about $162,269 at 4% or $108,179 at 6%; with 50% employer match about $108,179 at 4% or $72,119 at 6%; with 100% employer match about $81,134 at 4% or $54,090 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$579,293$51,926$6,491iApproximate average salary by contribution assumption: employee only about $162,269 at 4% or $108,179 at 6%; with 50% employer match about $108,179 at 4% or $72,119 at 6%; with 100% employer match about $81,134 at 4% or $54,090 at 6%.
201117$472,789$49,027$7,004iApproximate average salary by contribution assumption: employee only about $175,096 at 4% or $116,731 at 6%; with 50% employer match about $116,731 at 4% or $77,821 at 6%; with 100% employer match about $87,548 at 4% or $58,365 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$472,789$49,027$7,004iApproximate average salary by contribution assumption: employee only about $175,096 at 4% or $116,731 at 6%; with 50% employer match about $116,731 at 4% or $77,821 at 6%; with 100% employer match about $87,548 at 4% or $58,365 at 6%.
201017$433,520$56,062$8,009iApproximate average salary by contribution assumption: employee only about $200,221 at 4% or $133,481 at 6%; with 50% employer match about $133,481 at 4% or $88,987 at 6%; with 100% employer match about $100,111 at 4% or $66,740 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$433,520$56,062$8,009iApproximate average salary by contribution assumption: employee only about $200,221 at 4% or $133,481 at 6%; with 50% employer match about $133,481 at 4% or $88,987 at 6%; with 100% employer match about $100,111 at 4% or $66,740 at 6%.
200917$347,562$57,714$8,245iApproximate average salary by contribution assumption: employee only about $206,121 at 4% or $137,414 at 6%; with 50% employer match about $137,414 at 4% or $91,610 at 6%; with 100% employer match about $103,061 at 4% or $68,707 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$347,562$57,714$8,245iApproximate average salary by contribution assumption: employee only about $206,121 at 4% or $137,414 at 6%; with 50% employer match about $137,414 at 4% or $91,610 at 6%; with 100% employer match about $103,061 at 4% or $68,707 at 6%.
200818$250,619$56,024$7,003iApproximate average salary by contribution assumption: employee only about $175,075 at 4% or $116,717 at 6%; with 50% employer match about $116,717 at 4% or $77,811 at 6%; with 100% employer match about $87,538 at 4% or $58,358 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$250,619$56,024$7,003iApproximate average salary by contribution assumption: employee only about $175,075 at 4% or $116,717 at 6%; with 50% employer match about $116,717 at 4% or $77,811 at 6%; with 100% employer match about $87,538 at 4% or $58,358 at 6%.
200718$280,899$55,407$6,926iApproximate average salary by contribution assumption: employee only about $173,147 at 4% or $115,431 at 6%; with 50% employer match about $115,431 at 4% or $76,954 at 6%; with 100% employer match about $86,573 at 4% or $57,716 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$280,899$55,407$6,926iApproximate average salary by contribution assumption: employee only about $173,147 at 4% or $115,431 at 6%; with 50% employer match about $115,431 at 4% or $76,954 at 6%; with 100% employer match about $86,573 at 4% or $57,716 at 6%.
200619$210,770$52,755$5,862iApproximate average salary by contribution assumption: employee only about $146,542 at 4% or $97,694 at 6%; with 50% employer match about $97,694 at 4% or $65,130 at 6%; with 100% employer match about $73,271 at 4% or $48,847 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-9$210,770$52,755$5,862iApproximate average salary by contribution assumption: employee only about $146,542 at 4% or $97,694 at 6%; with 50% employer match about $97,694 at 4% or $65,130 at 6%; with 100% employer match about $73,271 at 4% or $48,847 at 6%.
200518$143,227$38,063$4,758iApproximate average salary by contribution assumption: employee only about $118,947 at 4% or $79,298 at 6%; with 50% employer match about $79,298 at 4% or $52,865 at 6%; with 100% employer match about $59,473 at 4% or $39,649 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-8$143,227$38,063$4,758iApproximate average salary by contribution assumption: employee only about $118,947 at 4% or $79,298 at 6%; with 50% employer match about $79,298 at 4% or $52,865 at 6%; with 100% employer match about $59,473 at 4% or $39,649 at 6%.
200417$98,292$37,249$5,321iApproximate average salary by contribution assumption: employee only about $133,032 at 4% or $88,688 at 6%; with 50% employer match about $88,688 at 4% or $59,125 at 6%; with 100% employer match about $66,516 at 4% or $44,344 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-7$98,292$37,249$5,321iApproximate average salary by contribution assumption: employee only about $133,032 at 4% or $88,688 at 6%; with 50% employer match about $88,688 at 4% or $59,125 at 6%; with 100% employer match about $66,516 at 4% or $44,344 at 6%.
2003110$64,572$61,809$6,181iApproximate average salary by contribution assumption: employee only about $154,523 at 4% or $103,015 at 6%; with 50% employer match about $103,015 at 4% or $68,677 at 6%; with 100% employer match about $77,261 at 4% or $51,508 at 6%.
James M. Lipton, D.D.S. PC. 401(K) Profit Sharing Plan and Trust-10$64,572$61,809$6,181iApproximate average salary by contribution assumption: employee only about $154,523 at 4% or $103,015 at 6%; with 50% employer match about $103,015 at 4% or $68,677 at 6%; with 100% employer match about $77,261 at 4% or $51,508 at 6%.