Civic Intelligence

James T. Wolfe, D.D.S., M.S.D. PC.

Plan context: James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan

EIN 35-2047740 • Kokomo, IN • 25 filings • 3 plans

2705 S. Berkley RoadSuite 4AKokomo, IN 46902
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,562,394

2024 Contributions

$225,325

Historical Graphs

Total Assets Over Time

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

$4,562,394$2,281,197$0200120142024YearValue
$4,562,394Latest year 2024

Participants Over Time

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

950200120142024YearValue
9Latest 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
202429$4,562,394$225,325$25,036iApproximate average salary by contribution assumption: employee only about $625,903 at 4% or $417,269 at 6%; with 50% employer match about $417,269 at 4% or $278,179 at 6%; with 100% employer match about $312,951 at 4% or $208,634 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-9$4,073,926$74,583$8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%.
JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN-6$488,468$150,742$25,124iApproximate average salary by contribution assumption: employee only about $628,092 at 4% or $418,728 at 6%; with 50% employer match about $418,728 at 4% or $279,152 at 6%; with 100% employer match about $314,046 at 4% or $209,364 at 6%.
202329$3,879,175$250,458$27,829iApproximate average salary by contribution assumption: employee only about $695,717 at 4% or $463,811 at 6%; with 50% employer match about $463,811 at 4% or $309,207 at 6%; with 100% employer match about $347,858 at 4% or $231,906 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-9$3,559,435$95,431$10,603iApproximate average salary by contribution assumption: employee only about $265,086 at 4% or $176,724 at 6%; with 50% employer match about $176,724 at 4% or $117,816 at 6%; with 100% employer match about $132,543 at 4% or $88,362 at 6%.
JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN-6$319,740$155,027$25,838iApproximate average salary by contribution assumption: employee only about $645,946 at 4% or $430,631 at 6%; with 50% employer match about $430,631 at 4% or $287,087 at 6%; with 100% employer match about $322,973 at 4% or $215,315 at 6%.
202228$2,875,180$291,250$36,406iApproximate average salary by contribution assumption: employee only about $910,156 at 4% or $606,771 at 6%; with 50% employer match about $606,771 at 4% or $404,514 at 6%; with 100% employer match about $455,078 at 4% or $303,385 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-8$2,719,180$135,250$16,906iApproximate average salary by contribution assumption: employee only about $422,656 at 4% or $281,771 at 6%; with 50% employer match about $281,771 at 4% or $187,847 at 6%; with 100% employer match about $211,328 at 4% or $140,885 at 6%.
JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN-5$156,000$156,000$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
202116$3,475,621$125,106$20,851iApproximate average salary by contribution assumption: employee only about $521,275 at 4% or $347,517 at 6%; with 50% employer match about $347,517 at 4% or $231,678 at 6%; with 100% employer match about $260,638 at 4% or $173,758 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$3,475,621$125,106$20,851iApproximate average salary by contribution assumption: employee only about $521,275 at 4% or $347,517 at 6%; with 50% employer match about $347,517 at 4% or $231,678 at 6%; with 100% employer match about $260,638 at 4% or $173,758 at 6%.
202016$2,706,458$120,196$20,033iApproximate average salary by contribution assumption: employee only about $500,817 at 4% or $333,878 at 6%; with 50% employer match about $333,878 at 4% or $222,585 at 6%; with 100% employer match about $250,408 at 4% or $166,939 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$2,706,458$120,196$20,033iApproximate average salary by contribution assumption: employee only about $500,817 at 4% or $333,878 at 6%; with 50% employer match about $333,878 at 4% or $222,585 at 6%; with 100% employer match about $250,408 at 4% or $166,939 at 6%.
201915$2,083,926$97,508$19,502iApproximate average salary by contribution assumption: employee only about $487,540 at 4% or $325,027 at 6%; with 50% employer match about $325,027 at 4% or $216,684 at 6%; with 100% employer match about $243,770 at 4% or $162,513 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-5$2,083,926$97,508$19,502iApproximate average salary by contribution assumption: employee only about $487,540 at 4% or $325,027 at 6%; with 50% employer match about $325,027 at 4% or $216,684 at 6%; with 100% employer match about $243,770 at 4% or $162,513 at 6%.
201815$1,513,679$97,150$19,430iApproximate average salary by contribution assumption: employee only about $485,750 at 4% or $323,833 at 6%; with 50% employer match about $323,833 at 4% or $215,889 at 6%; with 100% employer match about $242,875 at 4% or $161,917 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-5$1,513,679$97,150$19,430iApproximate average salary by contribution assumption: employee only about $485,750 at 4% or $323,833 at 6%; with 50% employer match about $323,833 at 4% or $215,889 at 6%; with 100% employer match about $242,875 at 4% or $161,917 at 6%.
201716$1,523,509$102,436$17,073iApproximate average salary by contribution assumption: employee only about $426,817 at 4% or $284,544 at 6%; with 50% employer match about $284,544 at 4% or $189,696 at 6%; with 100% employer match about $213,408 at 4% or $142,272 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$1,523,509$102,436$17,073iApproximate average salary by contribution assumption: employee only about $426,817 at 4% or $284,544 at 6%; with 50% employer match about $284,544 at 4% or $189,696 at 6%; with 100% employer match about $213,408 at 4% or $142,272 at 6%.
201616$1,154,248$253,637$42,273iApproximate average salary by contribution assumption: employee only about $1,056,821 at 4% or $704,547 at 6%; with 50% employer match about $704,547 at 4% or $469,698 at 6%; with 100% employer match about $528,410 at 4% or $352,274 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$1,154,248$253,637$42,273iApproximate average salary by contribution assumption: employee only about $1,056,821 at 4% or $704,547 at 6%; with 50% employer match about $704,547 at 4% or $469,698 at 6%; with 100% employer match about $528,410 at 4% or $352,274 at 6%.
201516$873,040$65,951$10,992iApproximate average salary by contribution assumption: employee only about $274,796 at 4% or $183,197 at 6%; with 50% employer match about $183,197 at 4% or $122,131 at 6%; with 100% employer match about $137,398 at 4% or $91,599 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$873,040$65,951$10,992iApproximate average salary by contribution assumption: employee only about $274,796 at 4% or $183,197 at 6%; with 50% employer match about $183,197 at 4% or $122,131 at 6%; with 100% employer match about $137,398 at 4% or $91,599 at 6%.
201416$843,183$81,454$13,576iApproximate average salary by contribution assumption: employee only about $339,392 at 4% or $226,261 at 6%; with 50% employer match about $226,261 at 4% or $150,841 at 6%; with 100% employer match about $169,696 at 4% or $113,131 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-6$843,183$81,454$13,576iApproximate average salary by contribution assumption: employee only about $339,392 at 4% or $226,261 at 6%; with 50% employer match about $226,261 at 4% or $150,841 at 6%; with 100% employer match about $169,696 at 4% or $113,131 at 6%.
201314$726,774$73,560$18,390iApproximate average salary by contribution assumption: employee only about $459,750 at 4% or $306,500 at 6%; with 50% employer match about $306,500 at 4% or $204,333 at 6%; with 100% employer match about $229,875 at 4% or $153,250 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-4$726,774$73,560$18,390iApproximate average salary by contribution assumption: employee only about $459,750 at 4% or $306,500 at 6%; with 50% employer match about $306,500 at 4% or $204,333 at 6%; with 100% employer match about $229,875 at 4% or $153,250 at 6%.
201218$605,645$76,323$9,540iApproximate average salary by contribution assumption: employee only about $238,509 at 4% or $159,006 at 6%; with 50% employer match about $159,006 at 4% or $106,004 at 6%; with 100% employer match about $119,255 at 4% or $79,503 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-8$605,645$76,323$9,540iApproximate average salary by contribution assumption: employee only about $238,509 at 4% or $159,006 at 6%; with 50% employer match about $159,006 at 4% or $106,004 at 6%; with 100% employer match about $119,255 at 4% or $79,503 at 6%.
201118$479,208$71,126$8,891iApproximate average salary by contribution assumption: employee only about $222,269 at 4% or $148,179 at 6%; with 50% employer match about $148,179 at 4% or $98,786 at 6%; with 100% employer match about $111,134 at 4% or $74,090 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-8$479,208$71,126$8,891iApproximate average salary by contribution assumption: employee only about $222,269 at 4% or $148,179 at 6%; with 50% employer match about $148,179 at 4% or $98,786 at 6%; with 100% employer match about $111,134 at 4% or $74,090 at 6%.
201017$477,693$50,062$7,152iApproximate average salary by contribution assumption: employee only about $178,793 at 4% or $119,195 at 6%; with 50% employer match about $119,195 at 4% or $79,463 at 6%; with 100% employer match about $89,396 at 4% or $59,598 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-7$477,693$50,062$7,152iApproximate average salary by contribution assumption: employee only about $178,793 at 4% or $119,195 at 6%; with 50% employer match about $119,195 at 4% or $79,463 at 6%; with 100% employer match about $89,396 at 4% or $59,598 at 6%.
200918$434,957$59,153$7,394iApproximate average salary by contribution assumption: employee only about $184,853 at 4% or $123,235 at 6%; with 50% employer match about $123,235 at 4% or $82,157 at 6%; with 100% employer match about $92,427 at 4% or $61,618 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-8$434,957$59,153$7,394iApproximate average salary by contribution assumption: employee only about $184,853 at 4% or $123,235 at 6%; with 50% employer match about $123,235 at 4% or $82,157 at 6%; with 100% employer match about $92,427 at 4% or $61,618 at 6%.
200817$460,568$72,056$10,294iApproximate average salary by contribution assumption: employee only about $257,343 at 4% or $171,562 at 6%; with 50% employer match about $171,562 at 4% or $114,375 at 6%; with 100% employer match about $128,671 at 4% or $85,781 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-7$460,568$72,056$10,294iApproximate average salary by contribution assumption: employee only about $257,343 at 4% or $171,562 at 6%; with 50% employer match about $171,562 at 4% or $114,375 at 6%; with 100% employer match about $128,671 at 4% or $85,781 at 6%.
200615$437,573$64,783$12,957iApproximate average salary by contribution assumption: employee only about $323,915 at 4% or $215,943 at 6%; with 50% employer match about $215,943 at 4% or $143,962 at 6%; with 100% employer match about $161,958 at 4% or $107,972 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-5$437,573$64,783$12,957iApproximate average salary by contribution assumption: employee only about $323,915 at 4% or $215,943 at 6%; with 50% employer match about $215,943 at 4% or $143,962 at 6%; with 100% employer match about $161,958 at 4% or $107,972 at 6%.
200415$241,136$86,175$17,235iApproximate average salary by contribution assumption: employee only about $430,875 at 4% or $287,250 at 6%; with 50% employer match about $287,250 at 4% or $191,500 at 6%; with 100% employer match about $215,438 at 4% or $143,625 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-5$241,136$86,175$17,235iApproximate average salary by contribution assumption: employee only about $430,875 at 4% or $287,250 at 6%; with 50% employer match about $287,250 at 4% or $191,500 at 6%; with 100% employer match about $215,438 at 4% or $143,625 at 6%.
200314$144,214$60,342$15,086iApproximate average salary by contribution assumption: employee only about $377,138 at 4% or $251,425 at 6%; with 50% employer match about $251,425 at 4% or $167,617 at 6%; with 100% employer match about $188,569 at 4% or $125,713 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-4$144,214$60,342$15,086iApproximate average salary by contribution assumption: employee only about $377,138 at 4% or $251,425 at 6%; with 50% employer match about $251,425 at 4% or $167,617 at 6%; with 100% employer match about $188,569 at 4% or $125,713 at 6%.
200213$75,393$51,743$17,248iApproximate average salary by contribution assumption: employee only about $431,192 at 4% or $287,461 at 6%; with 50% employer match about $287,461 at 4% or $191,641 at 6%; with 100% employer match about $215,596 at 4% or $143,731 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-3$75,393$51,743$17,248iApproximate average salary by contribution assumption: employee only about $431,192 at 4% or $287,461 at 6%; with 50% employer match about $287,461 at 4% or $191,641 at 6%; with 100% employer match about $215,596 at 4% or $143,731 at 6%.
200113$25,330$25,146$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
James T. Wolfe, Dds, Msd PC 401(K) Profit Sharing Plan-3$25,330$25,146$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.