Civic Intelligence

SHOEL KERZNER, D.D.S.

Plan context: Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust

EIN 36-3769924 • 14 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

10

2007 Assets

$1,204,462

2007 Contributions

$75,438

Historical Graphs

Total Assets Over Time

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

$1,204,462$602,231$0199920032006YearValue
$1,204,462Latest year 2006

Participants Over Time

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

1050199920032006YearValue
10Latest year 2006

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
200710$0$0-
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-0---
2006110$1,204,462$75,438$7,544iApproximate average salary by contribution assumption: employee only about $188,595 at 4% or $125,730 at 6%; with 50% employer match about $125,730 at 4% or $83,820 at 6%; with 100% employer match about $94,298 at 4% or $62,865 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-10$1,204,462$75,438$7,544iApproximate average salary by contribution assumption: employee only about $188,595 at 4% or $125,730 at 6%; with 50% employer match about $125,730 at 4% or $83,820 at 6%; with 100% employer match about $94,298 at 4% or $62,865 at 6%.
200528$1,000,303$581,096$72,637iApproximate average salary by contribution assumption: employee only about $1,815,925 at 4% or $1,210,617 at 6%; with 50% employer match about $1,210,617 at 4% or $807,078 at 6%; with 100% employer match about $907,963 at 4% or $605,308 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-8$1,000,303$581,096$72,637iApproximate average salary by contribution assumption: employee only about $1,815,925 at 4% or $1,210,617 at 6%; with 50% employer match about $1,210,617 at 4% or $807,078 at 6%; with 100% employer match about $907,963 at 4% or $605,308 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-0---
200429$591,301$72,982$8,109iApproximate average salary by contribution assumption: employee only about $202,728 at 4% or $135,152 at 6%; with 50% employer match about $135,152 at 4% or $90,101 at 6%; with 100% employer match about $101,364 at 4% or $67,576 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-9$400,255$46,121$5,125iApproximate average salary by contribution assumption: employee only about $128,114 at 4% or $85,409 at 6%; with 50% employer match about $85,409 at 4% or $56,940 at 6%; with 100% employer match about $64,057 at 4% or $42,705 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-7$191,046$26,861$3,837iApproximate average salary by contribution assumption: employee only about $95,932 at 4% or $63,955 at 6%; with 50% employer match about $63,955 at 4% or $42,637 at 6%; with 100% employer match about $47,966 at 4% or $31,977 at 6%.
200328$480,762$59,697$7,462iApproximate average salary by contribution assumption: employee only about $186,553 at 4% or $124,369 at 6%; with 50% employer match about $124,369 at 4% or $82,913 at 6%; with 100% employer match about $93,277 at 4% or $62,184 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-8$329,471$33,803$4,225iApproximate average salary by contribution assumption: employee only about $105,634 at 4% or $70,423 at 6%; with 50% employer match about $70,423 at 4% or $46,949 at 6%; with 100% employer match about $52,817 at 4% or $35,211 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-6$151,291$25,894$4,316iApproximate average salary by contribution assumption: employee only about $107,892 at 4% or $71,928 at 6%; with 50% employer match about $71,928 at 4% or $47,952 at 6%; with 100% employer match about $53,946 at 4% or $35,964 at 6%.
200227$364,059$55,590$7,941iApproximate average salary by contribution assumption: employee only about $198,536 at 4% or $132,357 at 6%; with 50% employer match about $132,357 at 4% or $88,238 at 6%; with 100% employer match about $99,268 at 4% or $66,179 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-7$249,961$31,203$4,458iApproximate average salary by contribution assumption: employee only about $111,439 at 4% or $74,293 at 6%; with 50% employer match about $74,293 at 4% or $49,529 at 6%; with 100% employer match about $55,720 at 4% or $37,146 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-6$114,098$24,387$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,871 at 6%.
200124$355,750$45,779$11,445iApproximate average salary by contribution assumption: employee only about $286,119 at 4% or $190,746 at 6%; with 50% employer match about $190,746 at 4% or $127,164 at 6%; with 100% employer match about $143,059 at 4% or $95,373 at 6%.
Shoel Kerzner, D.D.S., 401 K Profit Sharing Planand Trust-0$256,025$27,114-
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-4$99,725$18,665$4,666iApproximate average salary by contribution assumption: employee only about $116,656 at 4% or $77,771 at 6%; with 50% employer match about $77,771 at 4% or $51,847 at 6%; with 100% employer match about $58,328 at 4% or $38,885 at 6%.
200013$86,393$17,368$5,789iApproximate average salary by contribution assumption: employee only about $144,733 at 4% or $96,489 at 6%; with 50% employer match about $96,489 at 4% or $64,326 at 6%; with 100% employer match about $72,367 at 4% or $48,244 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-3$86,393$17,368$5,789iApproximate average salary by contribution assumption: employee only about $144,733 at 4% or $96,489 at 6%; with 50% employer match about $96,489 at 4% or $64,326 at 6%; with 100% employer match about $72,367 at 4% or $48,244 at 6%.
199912$70,642$15,530$7,765iApproximate average salary by contribution assumption: employee only about $194,125 at 4% or $129,417 at 6%; with 50% employer match about $129,417 at 4% or $86,278 at 6%; with 100% employer match about $97,063 at 4% or $64,708 at 6%.
Shoel Kerzner, Dds Money Purchase Pension Plan & Trust-2$70,642$15,530$7,765iApproximate average salary by contribution assumption: employee only about $194,125 at 4% or $129,417 at 6%; with 50% employer match about $129,417 at 4% or $86,278 at 6%; with 100% employer match about $97,063 at 4% or $64,708 at 6%.