Civic Intelligence

Weintraub-Marshall Partnership

Plan context: Weintraub & Marshall Orthodontics Profit Sharing Plan

EIN 36-3614074 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$1,454,228

2003 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$1,454,228$727,114$0199920022003YearValue
$1,454,228Latest year 2003

Participants Over Time

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

630199920012003YearValue
6Latest year 2003

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
200316$1,454,228$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Weintraub & Marshall Orthodontics Profit Sharing Plan-6$1,454,228$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200215$1,058,118$78,824$15,765iApproximate average salary by contribution assumption: employee only about $394,120 at 4% or $262,747 at 6%; with 50% employer match about $262,747 at 4% or $175,164 at 6%; with 100% employer match about $197,060 at 4% or $131,373 at 6%.
Weintraub & Marshall Orthodontics Profit Sharing Plan-5$1,058,118$78,824$15,765iApproximate average salary by contribution assumption: employee only about $394,120 at 4% or $262,747 at 6%; with 50% employer match about $262,747 at 4% or $175,164 at 6%; with 100% employer match about $197,060 at 4% or $131,373 at 6%.
200116$0$0-
Weintraub & Marshall Orthodontics Profit Sharing Plan-6---
200015$1,348,221$61,526$12,305iApproximate average salary by contribution assumption: employee only about $307,630 at 4% or $205,087 at 6%; with 50% employer match about $205,087 at 4% or $136,724 at 6%; with 100% employer match about $153,815 at 4% or $102,543 at 6%.
Weintraub & Marshall Orthodontics Profit Sharing Plan-5$1,348,221$61,526$12,305iApproximate average salary by contribution assumption: employee only about $307,630 at 4% or $205,087 at 6%; with 50% employer match about $205,087 at 4% or $136,724 at 6%; with 100% employer match about $153,815 at 4% or $102,543 at 6%.
199914$1,273,535$57,788$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
Weintraub & Marshall Orthodontics Profit Sharing Plan-4$1,273,535$57,788$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.