Civic Intelligence

Laurence E. Kelly, D.D.S. & David T. Zeffery, D.D.S. Ltd.

Plan context: David T. Zeffery, D.D.S. Profit Sharing Plan

EIN 36-2879244 • Mundelein, IL • 22 filings • 8 plans

444 North Prospect AvenueMundelein, IL 60060-1963
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$1,346,106

2012 Contributions

$65,963

Historical Graphs

Total Assets Over Time

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

$2,984,880$1,492,440$0199920062012YearValue
$1,346,106Latest year 2012

Participants Over Time

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

1050199920062012YearValue
7Latest year 2012

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
201237$1,346,106$65,963$9,423iApproximate average salary by contribution assumption: employee only about $235,582 at 4% or $157,055 at 6%; with 50% employer match about $157,055 at 4% or $104,703 at 6%; with 100% employer match about $117,791 at 4% or $78,527 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$1,346,106$65,963$9,423iApproximate average salary by contribution assumption: employee only about $235,582 at 4% or $157,055 at 6%; with 50% employer match about $157,055 at 4% or $104,703 at 6%; with 100% employer match about $117,791 at 4% or $78,527 at 6%.
DAVID T. ZEFFERY, DDS DEFINED BENEFIT PENSION PLAN-0$0$0-
David T. Zeffery, D.D.S. Profit Sharing Plan-0$0$0-
201127$2,984,880$424,462$60,637iApproximate average salary by contribution assumption: employee only about $1,515,936 at 4% or $1,010,624 at 6%; with 50% employer match about $1,010,624 at 4% or $673,749 at 6%; with 100% employer match about $757,968 at 4% or $505,312 at 6%.
DAVID T. ZEFFERY, DDS DEFINED BENEFIT PENSION PLAN-6$1,828,105$350,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$1,156,775$74,462$10,637iApproximate average salary by contribution assumption: employee only about $265,936 at 4% or $177,290 at 6%; with 50% employer match about $177,290 at 4% or $118,194 at 6%; with 100% employer match about $132,968 at 4% or $88,645 at 6%.
2010210$2,599,366$328,214$32,821iApproximate average salary by contribution assumption: employee only about $820,535 at 4% or $547,023 at 6%; with 50% employer match about $547,023 at 4% or $364,682 at 6%; with 100% employer match about $410,268 at 4% or $273,512 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$1,500,340$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-10$1,099,026$78,214$7,821iApproximate average salary by contribution assumption: employee only about $195,535 at 4% or $130,357 at 6%; with 50% employer match about $130,357 at 4% or $86,904 at 6%; with 100% employer match about $97,768 at 4% or $65,178 at 6%.
200928$2,116,832$513,156$64,145iApproximate average salary by contribution assumption: employee only about $1,603,613 at 4% or $1,069,075 at 6%; with 50% employer match about $1,069,075 at 4% or $712,717 at 6%; with 100% employer match about $801,806 at 4% or $534,538 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$1,135,276$440,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-8$981,556$73,156$9,145iApproximate average salary by contribution assumption: employee only about $228,613 at 4% or $152,408 at 6%; with 50% employer match about $152,408 at 4% or $101,606 at 6%; with 100% employer match about $114,306 at 4% or $76,204 at 6%.
200827$1,349,021$267,457$38,208iApproximate average salary by contribution assumption: employee only about $955,204 at 4% or $636,802 at 6%; with 50% employer match about $636,802 at 4% or $424,535 at 6%; with 100% employer match about $477,602 at 4% or $318,401 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$751,655$76,431$10,919iApproximate average salary by contribution assumption: employee only about $272,968 at 4% or $181,979 at 6%; with 50% employer match about $181,979 at 4% or $121,319 at 6%; with 100% employer match about $136,484 at 4% or $90,989 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$597,366$191,026$27,289iApproximate average salary by contribution assumption: employee only about $682,236 at 4% or $454,824 at 6%; with 50% employer match about $454,824 at 4% or $303,216 at 6%; with 100% employer match about $341,118 at 4% or $227,412 at 6%.
200729$504,543$318,820$35,424iApproximate average salary by contribution assumption: employee only about $885,611 at 4% or $590,407 at 6%; with 50% employer match about $590,407 at 4% or $393,605 at 6%; with 100% employer match about $442,806 at 4% or $295,204 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-7$504,543$318,820$45,546iApproximate average salary by contribution assumption: employee only about $1,138,643 at 4% or $759,095 at 6%; with 50% employer match about $759,095 at 4% or $506,063 at 6%; with 100% employer match about $569,321 at 4% or $379,548 at 6%.
DAVID T. ZEFFERY, DDS 401K PROFIT SHARING PLAN-9---
200628$963,618$228,385$28,548iApproximate average salary by contribution assumption: employee only about $713,703 at 4% or $475,802 at 6%; with 50% employer match about $475,802 at 4% or $317,201 at 6%; with 100% employer match about $356,852 at 4% or $237,901 at 6%.
DAVID T. ZEFFERY, DDS 401K PROFIT SHARING PLAN-8$798,071$62,838$7,855iApproximate average salary by contribution assumption: employee only about $196,369 at 4% or $130,913 at 6%; with 50% employer match about $130,913 at 4% or $87,275 at 6%; with 100% employer match about $98,184 at 4% or $65,456 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$165,547$165,547$27,591iApproximate average salary by contribution assumption: employee only about $689,779 at 4% or $459,853 at 6%; with 50% employer match about $459,853 at 4% or $306,569 at 6%; with 100% employer match about $344,890 at 4% or $229,926 at 6%.
200514$645,335$82,014$20,504iApproximate average salary by contribution assumption: employee only about $512,588 at 4% or $341,725 at 6%; with 50% employer match about $341,725 at 4% or $227,817 at 6%; with 100% employer match about $256,294 at 4% or $170,863 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-4$645,335$82,014$20,504iApproximate average salary by contribution assumption: employee only about $512,588 at 4% or $341,725 at 6%; with 50% employer match about $341,725 at 4% or $227,817 at 6%; with 100% employer match about $256,294 at 4% or $170,863 at 6%.
200414$557,144$77,126$19,282iApproximate average salary by contribution assumption: employee only about $482,038 at 4% or $321,358 at 6%; with 50% employer match about $321,358 at 4% or $214,239 at 6%; with 100% employer match about $241,019 at 4% or $160,679 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-4$557,144$77,126$19,282iApproximate average salary by contribution assumption: employee only about $482,038 at 4% or $321,358 at 6%; with 50% employer match about $321,358 at 4% or $214,239 at 6%; with 100% employer match about $241,019 at 4% or $160,679 at 6%.
200316$435,549$66,172$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$435,549$66,172$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
200216$0$0-
David T. Zeffery, D.D.S. Profit Sharing Plan-6---
200116$292,567$46,548$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$292,567$46,548$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
200016$240,155$205,337$34,223iApproximate average salary by contribution assumption: employee only about $855,571 at 4% or $570,381 at 6%; with 50% employer match about $570,381 at 4% or $380,254 at 6%; with 100% employer match about $427,785 at 4% or $285,190 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$240,155$205,337$34,223iApproximate average salary by contribution assumption: employee only about $855,571 at 4% or $570,381 at 6%; with 50% employer match about $570,381 at 4% or $380,254 at 6%; with 100% employer match about $427,785 at 4% or $285,190 at 6%.
199916$39,461$39,443$6,574iApproximate average salary by contribution assumption: employee only about $164,346 at 4% or $109,564 at 6%; with 50% employer match about $109,564 at 4% or $73,043 at 6%; with 100% employer match about $82,173 at 4% or $54,782 at 6%.
David T. Zeffery, D.D.S. Profit Sharing Plan-6$39,461$39,443$6,574iApproximate average salary by contribution assumption: employee only about $164,346 at 4% or $109,564 at 6%; with 50% employer match about $109,564 at 4% or $73,043 at 6%; with 100% employer match about $82,173 at 4% or $54,782 at 6%.