Civic Intelligence

Fred J. Marchese, D.D.S. Ltd.

Plan context: Fred J. Marchese D.D.S. Ltd. Money Purchase Plan

EIN 36-3342688 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

3

2002 Assets

$415,673

2002 Contributions

$25,197

Historical Graphs

Total Assets Over Time

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

$432,237$216,119$0199920002001YearValue
$415,673Latest year 2001

Participants Over Time

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

320199920002001YearValue
3Latest year 2001

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
200210$0$25,197-
Fred J. Marchese D.D.S. Ltd. Money Purchase Plan-0-$25,197-
200113$415,673$41,146$13,715iApproximate average salary by contribution assumption: employee only about $342,883 at 4% or $228,589 at 6%; with 50% employer match about $228,589 at 4% or $152,393 at 6%; with 100% employer match about $171,442 at 4% or $114,294 at 6%.
Fred J. Marchese D.D.S. Ltd. Money Purchase Plan-3$415,673$41,146$13,715iApproximate average salary by contribution assumption: employee only about $342,883 at 4% or $228,589 at 6%; with 50% employer match about $228,589 at 4% or $152,393 at 6%; with 100% employer match about $171,442 at 4% or $114,294 at 6%.
200013$432,237$36,762$12,254iApproximate average salary by contribution assumption: employee only about $306,350 at 4% or $204,233 at 6%; with 50% employer match about $204,233 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%.
Fred J. Marchese D.D.S. Ltd. Money Purchase Plan-3$432,237$36,762$12,254iApproximate average salary by contribution assumption: employee only about $306,350 at 4% or $204,233 at 6%; with 50% employer match about $204,233 at 4% or $136,156 at 6%; with 100% employer match about $153,175 at 4% or $102,117 at 6%.
199913$422,229$35,550$11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%.
Fred J. Marchese D.D.S. Ltd. Money Purchase Plan-3$422,229$35,550$11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%.