Civic Intelligence

Dan V. Follmer, D.D.S. Ltd.

Plan context: Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust

EIN 36-3026623 • 24 filings • 3 plans

Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$2,676,095

2013 Contributions

$35,575

Historical Graphs

Total Assets Over Time

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

$2,929,572$1,464,786$0199920062013YearValue
$2,676,095Latest year 2013

Participants Over Time

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

840199920062013YearValue
6Latest year 2013

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
201316$2,676,095$35,575$5,929iApproximate average salary by contribution assumption: employee only about $148,229 at 4% or $98,819 at 6%; with 50% employer match about $98,819 at 4% or $65,880 at 6%; with 100% employer match about $74,115 at 4% or $49,410 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-6$2,676,095$35,575$5,929iApproximate average salary by contribution assumption: employee only about $148,229 at 4% or $98,819 at 6%; with 50% employer match about $98,819 at 4% or $65,880 at 6%; with 100% employer match about $74,115 at 4% or $49,410 at 6%.
201217$2,396,385$30,500$4,357iApproximate average salary by contribution assumption: employee only about $108,929 at 4% or $72,619 at 6%; with 50% employer match about $72,619 at 4% or $48,413 at 6%; with 100% employer match about $54,464 at 4% or $36,310 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$2,396,385$30,500$4,357iApproximate average salary by contribution assumption: employee only about $108,929 at 4% or $72,619 at 6%; with 50% employer match about $72,619 at 4% or $48,413 at 6%; with 100% employer match about $54,464 at 4% or $36,310 at 6%.
201117$2,165,623$26,500$3,786iApproximate average salary by contribution assumption: employee only about $94,643 at 4% or $63,095 at 6%; with 50% employer match about $63,095 at 4% or $42,063 at 6%; with 100% employer match about $47,321 at 4% or $31,548 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$2,165,623$26,500$3,786iApproximate average salary by contribution assumption: employee only about $94,643 at 4% or $63,095 at 6%; with 50% employer match about $63,095 at 4% or $42,063 at 6%; with 100% employer match about $47,321 at 4% or $31,548 at 6%.
201017$1,512,782$15,178$2,168iApproximate average salary by contribution assumption: employee only about $54,207 at 4% or $36,138 at 6%; with 50% employer match about $36,138 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$1,512,782$15,178$2,168iApproximate average salary by contribution assumption: employee only about $54,207 at 4% or $36,138 at 6%; with 50% employer match about $36,138 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%.
200917$1,963,958$251,801$35,972iApproximate average salary by contribution assumption: employee only about $899,289 at 4% or $599,526 at 6%; with 50% employer match about $599,526 at 4% or $399,684 at 6%; with 100% employer match about $449,645 at 4% or $299,763 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$1,963,958$251,801$35,972iApproximate average salary by contribution assumption: employee only about $899,289 at 4% or $599,526 at 6%; with 50% employer match about $599,526 at 4% or $399,684 at 6%; with 100% employer match about $449,645 at 4% or $299,763 at 6%.
200827$1,773,316$15,178$2,168iApproximate average salary by contribution assumption: employee only about $54,207 at 4% or $36,138 at 6%; with 50% employer match about $36,138 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$1,512,782$15,178$2,168iApproximate average salary by contribution assumption: employee only about $54,207 at 4% or $36,138 at 6%; with 50% employer match about $36,138 at 4% or $24,092 at 6%; with 100% employer match about $27,104 at 4% or $18,069 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-5$260,534--
200725$0$0-
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-5---
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-5---
200628$2,929,572$38,154$4,769iApproximate average salary by contribution assumption: employee only about $119,231 at 4% or $79,488 at 6%; with 50% employer match about $79,488 at 4% or $52,992 at 6%; with 100% employer match about $59,616 at 4% or $39,744 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-8$2,540,554$38,154$4,769iApproximate average salary by contribution assumption: employee only about $119,231 at 4% or $79,488 at 6%; with 50% employer match about $79,488 at 4% or $52,992 at 6%; with 100% employer match about $59,616 at 4% or $39,744 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-8$389,018--
200527$2,584,105$120,034$17,148iApproximate average salary by contribution assumption: employee only about $428,693 at 4% or $285,795 at 6%; with 50% employer match about $285,795 at 4% or $190,530 at 6%; with 100% employer match about $214,346 at 4% or $142,898 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$2,233,644$69,219$9,888iApproximate average salary by contribution assumption: employee only about $247,211 at 4% or $164,807 at 6%; with 50% employer match about $164,807 at 4% or $109,871 at 6%; with 100% employer match about $123,605 at 4% or $82,404 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-7$350,461$50,815$7,259iApproximate average salary by contribution assumption: employee only about $181,482 at 4% or $120,988 at 6%; with 50% employer match about $120,988 at 4% or $80,659 at 6%; with 100% employer match about $90,741 at 4% or $60,494 at 6%.
200427$2,275,125$101,078$14,440iApproximate average salary by contribution assumption: employee only about $360,993 at 4% or $240,662 at 6%; with 50% employer match about $240,662 at 4% or $160,441 at 6%; with 100% employer match about $180,496 at 4% or $120,331 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-7$1,997,998$49,230$7,033iApproximate average salary by contribution assumption: employee only about $175,821 at 4% or $117,214 at 6%; with 50% employer match about $117,214 at 4% or $78,143 at 6%; with 100% employer match about $87,911 at 4% or $58,607 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-7$277,127$51,848$7,407iApproximate average salary by contribution assumption: employee only about $185,171 at 4% or $123,448 at 6%; with 50% employer match about $123,448 at 4% or $82,298 at 6%; with 100% employer match about $92,586 at 4% or $61,724 at 6%.
200325$192,309$52,109$10,422iApproximate average salary by contribution assumption: employee only about $260,545 at 4% or $173,697 at 6%; with 50% employer match about $173,697 at 4% or $115,798 at 6%; with 100% employer match about $130,272 at 4% or $86,848 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-5$192,309$52,109$10,422iApproximate average salary by contribution assumption: employee only about $260,545 at 4% or $173,697 at 6%; with 50% employer match about $173,697 at 4% or $115,798 at 6%; with 100% employer match about $130,272 at 4% or $86,848 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-5---
200225$1,329,093$96,213$19,243iApproximate average salary by contribution assumption: employee only about $481,065 at 4% or $320,710 at 6%; with 50% employer match about $320,710 at 4% or $213,807 at 6%; with 100% employer match about $240,532 at 4% or $160,355 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-5$1,219,573$50,473$10,095iApproximate average salary by contribution assumption: employee only about $252,365 at 4% or $168,243 at 6%; with 50% employer match about $168,243 at 4% or $112,162 at 6%; with 100% employer match about $126,183 at 4% or $84,122 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-5$109,520$45,740$9,148iApproximate average salary by contribution assumption: employee only about $228,700 at 4% or $152,467 at 6%; with 50% employer match about $152,467 at 4% or $101,644 at 6%; with 100% employer match about $114,350 at 4% or $76,233 at 6%.
200126$0$0-
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-6---
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-5---
200026$1,100,224$40,036$6,673iApproximate average salary by contribution assumption: employee only about $166,817 at 4% or $111,211 at 6%; with 50% employer match about $111,211 at 4% or $74,141 at 6%; with 100% employer match about $83,408 at 4% or $55,606 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-6$1,100,224$40,036$6,673iApproximate average salary by contribution assumption: employee only about $166,817 at 4% or $111,211 at 6%; with 50% employer match about $111,211 at 4% or $74,141 at 6%; with 100% employer match about $83,408 at 4% or $55,606 at 6%.
DAN V. FOLLMER, D.D.S., LTD. DEFINED BENEFIT PENSION PLAN & TRUST-6---
199916$926,141$34,615$5,769iApproximate average salary by contribution assumption: employee only about $144,229 at 4% or $96,153 at 6%; with 50% employer match about $96,153 at 4% or $64,102 at 6%; with 100% employer match about $72,115 at 4% or $48,076 at 6%.
Dan V. Follmer, D.D.S. Ltd. Retirement Plan & Trust-6$926,141$34,615$5,769iApproximate average salary by contribution assumption: employee only about $144,229 at 4% or $96,153 at 6%; with 50% employer match about $96,153 at 4% or $64,102 at 6%; with 100% employer match about $72,115 at 4% or $48,076 at 6%.