Civic Intelligence

James D. Mcgehee, Dds

Plan context: James D. Mcgehee Self-Employed Retirement Plan and Trust

EIN 36-3120665 • Minooka, IL • 15 filings • 2 plans

203 Deerpath DrMinooka, IL 60447
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,495,493

2013 Contributions

$70,908

Historical Graphs

Total Assets Over Time

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

$1,495,493$747,747$0199920072013YearValue
$1,495,493Latest year 2013

Participants Over Time

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

530199920062013YearValue
5Latest 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
201315$1,495,493$70,908$14,182iApproximate average salary by contribution assumption: employee only about $354,540 at 4% or $236,360 at 6%; with 50% employer match about $236,360 at 4% or $157,573 at 6%; with 100% employer match about $177,270 at 4% or $118,180 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-5$1,495,493$70,908$14,182iApproximate average salary by contribution assumption: employee only about $354,540 at 4% or $236,360 at 6%; with 50% employer match about $236,360 at 4% or $157,573 at 6%; with 100% employer match about $177,270 at 4% or $118,180 at 6%.
201215$1,248,287$69,723$13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,308 at 4% or $116,205 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-5$1,248,287$69,723$13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,308 at 4% or $116,205 at 6%.
201115$1,066,727$66,154$13,231iApproximate average salary by contribution assumption: employee only about $330,770 at 4% or $220,513 at 6%; with 50% employer match about $220,513 at 4% or $147,009 at 6%; with 100% employer match about $165,385 at 4% or $110,257 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-5$1,066,727$66,154$13,231iApproximate average salary by contribution assumption: employee only about $330,770 at 4% or $220,513 at 6%; with 50% employer match about $220,513 at 4% or $147,009 at 6%; with 100% employer match about $165,385 at 4% or $110,257 at 6%.
201015$1,003,967$67,646$13,529iApproximate average salary by contribution assumption: employee only about $338,230 at 4% or $225,487 at 6%; with 50% employer match about $225,487 at 4% or $150,324 at 6%; with 100% employer match about $169,115 at 4% or $112,743 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-5$1,003,967$67,646$13,529iApproximate average salary by contribution assumption: employee only about $338,230 at 4% or $225,487 at 6%; with 50% employer match about $225,487 at 4% or $150,324 at 6%; with 100% employer match about $169,115 at 4% or $112,743 at 6%.
200915$863,569$63,893$12,779iApproximate average salary by contribution assumption: employee only about $319,465 at 4% or $212,977 at 6%; with 50% employer match about $212,977 at 4% or $141,984 at 6%; with 100% employer match about $159,733 at 4% or $106,488 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-5$863,569$63,893$12,779iApproximate average salary by contribution assumption: employee only about $319,465 at 4% or $212,977 at 6%; with 50% employer match about $212,977 at 4% or $141,984 at 6%; with 100% employer match about $159,733 at 4% or $106,488 at 6%.
200814$680,263$56,761$14,190iApproximate average salary by contribution assumption: employee only about $354,756 at 4% or $236,504 at 6%; with 50% employer match about $236,504 at 4% or $157,669 at 6%; with 100% employer match about $177,378 at 4% or $118,252 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-4$680,263$56,761$14,190iApproximate average salary by contribution assumption: employee only about $354,756 at 4% or $236,504 at 6%; with 50% employer match about $236,504 at 4% or $157,669 at 6%; with 100% employer match about $177,378 at 4% or $118,252 at 6%.
200713$801,691$49,680$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-3$801,691$49,680$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
200614$758,148$52,468$13,117iApproximate average salary by contribution assumption: employee only about $327,925 at 4% or $218,617 at 6%; with 50% employer match about $218,617 at 4% or $145,744 at 6%; with 100% employer match about $163,963 at 4% or $109,308 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-4$758,148$52,468$13,117iApproximate average salary by contribution assumption: employee only about $327,925 at 4% or $218,617 at 6%; with 50% employer match about $218,617 at 4% or $145,744 at 6%; with 100% employer match about $163,963 at 4% or $109,308 at 6%.
200513$640,291$49,639$16,546iApproximate average salary by contribution assumption: employee only about $413,658 at 4% or $275,772 at 6%; with 50% employer match about $275,772 at 4% or $183,848 at 6%; with 100% employer match about $206,829 at 4% or $137,886 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-3$640,291$49,639$16,546iApproximate average salary by contribution assumption: employee only about $413,658 at 4% or $275,772 at 6%; with 50% employer match about $275,772 at 4% or $183,848 at 6%; with 100% employer match about $206,829 at 4% or $137,886 at 6%.
200413$577,404$48,990$16,330iApproximate average salary by contribution assumption: employee only about $408,250 at 4% or $272,167 at 6%; with 50% employer match about $272,167 at 4% or $181,444 at 6%; with 100% employer match about $204,125 at 4% or $136,083 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-3$577,404$48,990$16,330iApproximate average salary by contribution assumption: employee only about $408,250 at 4% or $272,167 at 6%; with 50% employer match about $272,167 at 4% or $181,444 at 6%; with 100% employer match about $204,125 at 4% or $136,083 at 6%.
200313$511,124$42,868$14,289iApproximate average salary by contribution assumption: employee only about $357,233 at 4% or $238,156 at 6%; with 50% employer match about $238,156 at 4% or $158,770 at 6%; with 100% employer match about $178,617 at 4% or $119,078 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-3$511,124$42,868$14,289iApproximate average salary by contribution assumption: employee only about $357,233 at 4% or $238,156 at 6%; with 50% employer match about $238,156 at 4% or $158,770 at 6%; with 100% employer match about $178,617 at 4% or $119,078 at 6%.
200213$423,399$43,161$14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-3$423,399$43,161$14,387iApproximate average salary by contribution assumption: employee only about $359,675 at 4% or $239,783 at 6%; with 50% employer match about $239,783 at 4% or $159,856 at 6%; with 100% employer match about $179,838 at 4% or $119,892 at 6%.
200114$0$0-
James D. Mcgehee Self-Employed Retirement Plan and Trust-4---
200014$395,844$30,543$7,636iApproximate average salary by contribution assumption: employee only about $190,894 at 4% or $127,263 at 6%; with 50% employer match about $127,263 at 4% or $84,842 at 6%; with 100% employer match about $95,447 at 4% or $63,631 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-4$395,844$30,543$7,636iApproximate average salary by contribution assumption: employee only about $190,894 at 4% or $127,263 at 6%; with 50% employer match about $127,263 at 4% or $84,842 at 6%; with 100% employer match about $95,447 at 4% or $63,631 at 6%.
199914$426,580$29,735$7,434iApproximate average salary by contribution assumption: employee only about $185,844 at 4% or $123,896 at 6%; with 50% employer match about $123,896 at 4% or $82,597 at 6%; with 100% employer match about $92,922 at 4% or $61,948 at 6%.
James D. Mcgehee Self-Employed Retirement Plan and Trust-4$426,580$29,735$7,434iApproximate average salary by contribution assumption: employee only about $185,844 at 4% or $123,896 at 6%; with 50% employer match about $123,896 at 4% or $82,597 at 6%; with 100% employer match about $92,922 at 4% or $61,948 at 6%.