Civic Intelligence

Nai Annie Walter, D.D.S.

Plan context: NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN

EIN 36-3157763 • Countryside, IL • 26 filings • 5 plans

6335 Joliet RoadCountryside, IL 60525
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$994,702

2015 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,183,674$1,091,837$0199920072015YearValue
$994,702Latest year 2015

Participants Over Time

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

530199920072015YearValue
2Latest year 2015

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
201512$994,702$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-2$994,702$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201425$2,183,674$218,266$43,653iApproximate average salary by contribution assumption: employee only about $1,091,330 at 4% or $727,553 at 6%; with 50% employer match about $727,553 at 4% or $485,036 at 6%; with 100% employer match about $545,665 at 4% or $363,777 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-5$1,364,456$38,266$7,653iApproximate average salary by contribution assumption: employee only about $191,330 at 4% or $127,553 at 6%; with 50% employer match about $127,553 at 4% or $85,036 at 6%; with 100% employer match about $95,665 at 4% or $63,777 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-5$819,218$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201324$1,854,761$208,507$52,127iApproximate average salary by contribution assumption: employee only about $1,303,169 at 4% or $868,779 at 6%; with 50% employer match about $868,779 at 4% or $579,186 at 6%; with 100% employer match about $651,584 at 4% or $434,390 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$1,267,191$28,507$7,127iApproximate average salary by contribution assumption: employee only about $178,169 at 4% or $118,779 at 6%; with 50% employer match about $118,779 at 4% or $79,186 at 6%; with 100% employer match about $89,084 at 4% or $59,390 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-4$587,570$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201224$1,531,282$173,720$43,430iApproximate average salary by contribution assumption: employee only about $1,085,750 at 4% or $723,833 at 6%; with 50% employer match about $723,833 at 4% or $482,556 at 6%; with 100% employer match about $542,875 at 4% or $361,917 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$1,162,949$30,720$7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-4$368,333$143,000$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
201124$1,329,071$176,020$44,005iApproximate average salary by contribution assumption: employee only about $1,100,125 at 4% or $733,417 at 6%; with 50% employer match about $733,417 at 4% or $488,944 at 6%; with 100% employer match about $550,063 at 4% or $366,708 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$1,105,339$31,020$7,755iApproximate average salary by contribution assumption: employee only about $193,875 at 4% or $129,250 at 6%; with 50% employer match about $129,250 at 4% or $86,167 at 6%; with 100% employer match about $96,938 at 4% or $64,625 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-3$223,732$145,000$48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%.
201024$1,168,648$112,057$28,014iApproximate average salary by contribution assumption: employee only about $700,356 at 4% or $466,904 at 6%; with 50% employer match about $466,904 at 4% or $311,269 at 6%; with 100% employer match about $350,178 at 4% or $233,452 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$1,089,926$33,335$11,112iApproximate average salary by contribution assumption: employee only about $277,792 at 4% or $185,194 at 6%; with 50% employer match about $185,194 at 4% or $123,463 at 6%; with 100% employer match about $138,896 at 4% or $92,597 at 6%.
NAI ANNIE WALTER, D.D.S. DEFINED BENEFIT PENSION PLAN-4$78,722$78,722$19,681iApproximate average salary by contribution assumption: employee only about $492,013 at 4% or $328,008 at 6%; with 50% employer match about $328,008 at 4% or $218,672 at 6%; with 100% employer match about $246,006 at 4% or $164,004 at 6%.
200914$1,048,405$52,260$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$1,048,405$52,260$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
200813$979,072$48,658$16,219iApproximate average salary by contribution assumption: employee only about $405,483 at 4% or $270,322 at 6%; with 50% employer match about $270,322 at 4% or $180,215 at 6%; with 100% employer match about $202,742 at 4% or $135,161 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$979,072$48,658$16,219iApproximate average salary by contribution assumption: employee only about $405,483 at 4% or $270,322 at 6%; with 50% employer match about $270,322 at 4% or $180,215 at 6%; with 100% employer match about $202,742 at 4% or $135,161 at 6%.
200712$1,055,263$45,983$22,992iApproximate average salary by contribution assumption: employee only about $574,788 at 4% or $383,192 at 6%; with 50% employer match about $383,192 at 4% or $255,461 at 6%; with 100% employer match about $287,394 at 4% or $191,596 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-2$1,055,263$45,983$22,992iApproximate average salary by contribution assumption: employee only about $574,788 at 4% or $383,192 at 6%; with 50% employer match about $383,192 at 4% or $255,461 at 6%; with 100% employer match about $287,394 at 4% or $191,596 at 6%.
200613$920,609$49,228$16,409iApproximate average salary by contribution assumption: employee only about $410,233 at 4% or $273,489 at 6%; with 50% employer match about $273,489 at 4% or $182,326 at 6%; with 100% employer match about $205,117 at 4% or $136,744 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$920,609$49,228$16,409iApproximate average salary by contribution assumption: employee only about $410,233 at 4% or $273,489 at 6%; with 50% employer match about $273,489 at 4% or $182,326 at 6%; with 100% employer match about $205,117 at 4% or $136,744 at 6%.
200514$818,198$46,448$11,612iApproximate average salary by contribution assumption: employee only about $290,300 at 4% or $193,533 at 6%; with 50% employer match about $193,533 at 4% or $129,022 at 6%; with 100% employer match about $145,150 at 4% or $96,767 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$818,198$46,448$11,612iApproximate average salary by contribution assumption: employee only about $290,300 at 4% or $193,533 at 6%; with 50% employer match about $193,533 at 4% or $129,022 at 6%; with 100% employer match about $145,150 at 4% or $96,767 at 6%.
200413$745,188$45,317$15,106iApproximate average salary by contribution assumption: employee only about $377,642 at 4% or $251,761 at 6%; with 50% employer match about $251,761 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$745,188$45,317$15,106iApproximate average salary by contribution assumption: employee only about $377,642 at 4% or $251,761 at 6%; with 50% employer match about $251,761 at 4% or $167,841 at 6%; with 100% employer match about $188,821 at 4% or $125,881 at 6%.
200313$676,511$41,458$13,819iApproximate average salary by contribution assumption: employee only about $345,483 at 4% or $230,322 at 6%; with 50% employer match about $230,322 at 4% or $153,548 at 6%; with 100% employer match about $172,742 at 4% or $115,161 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$676,511$41,458$13,819iApproximate average salary by contribution assumption: employee only about $345,483 at 4% or $230,322 at 6%; with 50% employer match about $230,322 at 4% or $153,548 at 6%; with 100% employer match about $172,742 at 4% or $115,161 at 6%.
200222$624,376$298,083$149,042iApproximate average salary by contribution assumption: employee only about $3,726,038 at 4% or $2,484,025 at 6%; with 50% employer match about $2,484,025 at 4% or $1,656,017 at 6%; with 100% employer match about $1,863,019 at 4% or $1,242,013 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-2$624,376$298,083$149,042iApproximate average salary by contribution assumption: employee only about $3,726,038 at 4% or $2,484,025 at 6%; with 50% employer match about $2,484,025 at 4% or $1,656,017 at 6%; with 100% employer match about $1,863,019 at 4% or $1,242,013 at 6%.
Nai Annie Walter Money Purchase Plan & Trust-0---
200123$591,400$40,430$13,477iApproximate average salary by contribution assumption: employee only about $336,917 at 4% or $224,611 at 6%; with 50% employer match about $224,611 at 4% or $149,741 at 6%; with 100% employer match about $168,458 at 4% or $112,306 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$321,208$23,855$7,952iApproximate average salary by contribution assumption: employee only about $198,792 at 4% or $132,528 at 6%; with 50% employer match about $132,528 at 4% or $88,352 at 6%; with 100% employer match about $99,396 at 4% or $66,264 at 6%.
Nai Annie Walter Money Purchase Plan & Trust-3$270,192$16,575$5,525iApproximate average salary by contribution assumption: employee only about $138,125 at 4% or $92,083 at 6%; with 50% employer match about $92,083 at 4% or $61,389 at 6%; with 100% employer match about $69,063 at 4% or $46,042 at 6%.
200024$564,650$38,720$9,680iApproximate average salary by contribution assumption: employee only about $242,000 at 4% or $161,333 at 6%; with 50% employer match about $161,333 at 4% or $107,556 at 6%; with 100% employer match about $121,000 at 4% or $80,667 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-4$307,946$21,619$5,405iApproximate average salary by contribution assumption: employee only about $135,119 at 4% or $90,079 at 6%; with 50% employer match about $90,079 at 4% or $60,053 at 6%; with 100% employer match about $67,559 at 4% or $45,040 at 6%.
Nai Annie Walter Money Purchase Plan & Trust-4$256,704$17,101$4,275iApproximate average salary by contribution assumption: employee only about $106,881 at 4% or $71,254 at 6%; with 50% employer match about $71,254 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
199923$517,908$36,407$12,136iApproximate average salary by contribution assumption: employee only about $303,392 at 4% or $202,261 at 6%; with 50% employer match about $202,261 at 4% or $134,841 at 6%; with 100% employer match about $151,696 at 4% or $101,131 at 6%.
Nai Annie Walter Profit Sharing Plan & Trust-3$297,468$20,001$6,667iApproximate average salary by contribution assumption: employee only about $166,675 at 4% or $111,117 at 6%; with 50% employer match about $111,117 at 4% or $74,078 at 6%; with 100% employer match about $83,338 at 4% or $55,558 at 6%.
Nai Annie Walter Money Purchase Plan & Trust-3$220,440$16,406$5,469iApproximate average salary by contribution assumption: employee only about $136,717 at 4% or $91,144 at 6%; with 50% employer match about $91,144 at 4% or $60,763 at 6%; with 100% employer match about $68,358 at 4% or $45,572 at 6%.