Civic Intelligence

James D. Rohan, Dds PC.

Plan context: JAMES D. ROHAN, DDS, P.C. CASH BALANCE PLAN

EIN 36-4223833 • Lagrange Park, IL • 18 filings • 4 plans

407 N. Edgewood Ave.Lagrange Park, IL 60526
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$974,619

2022 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$2,741,970$1,370,985$0200420122021YearValue
$974,619Latest year 2021

Participants Over Time

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

1160200420112021YearValue
3Latest year 2021

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
202210$0$0-
JAMES D. ROHAN, DDS, P.C. CASH BALANCE PLAN-0$0$0-
202113$974,619$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JAMES D. ROHAN, DDS, P.C. CASH BALANCE PLAN-3$974,619$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
2017211$2,741,970$311,452$28,314iApproximate average salary by contribution assumption: employee only about $707,845 at 4% or $471,897 at 6%; with 50% employer match about $471,897 at 4% or $314,598 at 6%; with 100% employer match about $353,923 at 4% or $235,948 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-11$2,445,607$121,791$11,072iApproximate average salary by contribution assumption: employee only about $276,798 at 4% or $184,532 at 6%; with 50% employer match about $184,532 at 4% or $123,021 at 6%; with 100% employer match about $138,399 at 4% or $92,266 at 6%.
JAMES D. ROHAN, DDS P. C. CASH BALANCE PLAN-10$296,363$189,661$18,966iApproximate average salary by contribution assumption: employee only about $474,152 at 4% or $316,102 at 6%; with 50% employer match about $316,102 at 4% or $210,734 at 6%; with 100% employer match about $237,076 at 4% or $158,051 at 6%.
201629$2,200,398$226,542$25,171iApproximate average salary by contribution assumption: employee only about $629,283 at 4% or $419,522 at 6%; with 50% employer match about $419,522 at 4% or $279,681 at 6%; with 100% employer match about $314,642 at 4% or $209,761 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-9$2,094,546$120,690$13,410iApproximate average salary by contribution assumption: employee only about $335,250 at 4% or $223,500 at 6%; with 50% employer match about $223,500 at 4% or $149,000 at 6%; with 100% employer match about $167,625 at 4% or $111,750 at 6%.
JAMES D. ROHAN, DDS P. C. CASH BALANCE PLAN-8$105,852$105,852$13,232iApproximate average salary by contribution assumption: employee only about $330,788 at 4% or $220,525 at 6%; with 50% employer match about $220,525 at 4% or $147,017 at 6%; with 100% employer match about $165,394 at 4% or $110,263 at 6%.
2015110$1,803,452$134,649$13,465iApproximate average salary by contribution assumption: employee only about $336,623 at 4% or $224,415 at 6%; with 50% employer match about $224,415 at 4% or $149,610 at 6%; with 100% employer match about $168,311 at 4% or $112,208 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-10$1,803,452$134,649$13,465iApproximate average salary by contribution assumption: employee only about $336,623 at 4% or $224,415 at 6%; with 50% employer match about $224,415 at 4% or $149,610 at 6%; with 100% employer match about $168,311 at 4% or $112,208 at 6%.
201418$1,734,894$123,867$15,483iApproximate average salary by contribution assumption: employee only about $387,084 at 4% or $258,056 at 6%; with 50% employer match about $258,056 at 4% or $172,038 at 6%; with 100% employer match about $193,542 at 4% or $129,028 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-8$1,734,894$123,867$15,483iApproximate average salary by contribution assumption: employee only about $387,084 at 4% or $258,056 at 6%; with 50% employer match about $258,056 at 4% or $172,038 at 6%; with 100% employer match about $193,542 at 4% or $129,028 at 6%.
201319$1,565,998$118,449$13,161iApproximate average salary by contribution assumption: employee only about $329,025 at 4% or $219,350 at 6%; with 50% employer match about $219,350 at 4% or $146,233 at 6%; with 100% employer match about $164,513 at 4% or $109,675 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-9$1,565,998$118,449$13,161iApproximate average salary by contribution assumption: employee only about $329,025 at 4% or $219,350 at 6%; with 50% employer match about $219,350 at 4% or $146,233 at 6%; with 100% employer match about $164,513 at 4% or $109,675 at 6%.
201216$1,246,716$103,042$17,174iApproximate average salary by contribution assumption: employee only about $429,342 at 4% or $286,228 at 6%; with 50% employer match about $286,228 at 4% or $190,819 at 6%; with 100% employer match about $214,671 at 4% or $143,114 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-6$1,246,716$103,042$17,174iApproximate average salary by contribution assumption: employee only about $429,342 at 4% or $286,228 at 6%; with 50% employer match about $286,228 at 4% or $190,819 at 6%; with 100% employer match about $214,671 at 4% or $143,114 at 6%.
201118$782,465$108,406$13,551iApproximate average salary by contribution assumption: employee only about $338,769 at 4% or $225,846 at 6%; with 50% employer match about $225,846 at 4% or $150,564 at 6%; with 100% employer match about $169,384 at 4% or $112,923 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-8$782,465$108,406$13,551iApproximate average salary by contribution assumption: employee only about $338,769 at 4% or $225,846 at 6%; with 50% employer match about $225,846 at 4% or $150,564 at 6%; with 100% employer match about $169,384 at 4% or $112,923 at 6%.
201018$689,495$100,006$12,501iApproximate average salary by contribution assumption: employee only about $312,519 at 4% or $208,346 at 6%; with 50% employer match about $208,346 at 4% or $138,897 at 6%; with 100% employer match about $156,259 at 4% or $104,173 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-8$689,495$100,006$12,501iApproximate average salary by contribution assumption: employee only about $312,519 at 4% or $208,346 at 6%; with 50% employer match about $208,346 at 4% or $138,897 at 6%; with 100% employer match about $156,259 at 4% or $104,173 at 6%.
200918$525,959$103,199$12,900iApproximate average salary by contribution assumption: employee only about $322,497 at 4% or $214,998 at 6%; with 50% employer match about $214,998 at 4% or $143,332 at 6%; with 100% employer match about $161,248 at 4% or $107,499 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-8$525,959$103,199$12,900iApproximate average salary by contribution assumption: employee only about $322,497 at 4% or $214,998 at 6%; with 50% employer match about $214,998 at 4% or $143,332 at 6%; with 100% employer match about $161,248 at 4% or $107,499 at 6%.
200817$320,275$98,138$14,020iApproximate average salary by contribution assumption: employee only about $350,493 at 4% or $233,662 at 6%; with 50% employer match about $233,662 at 4% or $155,775 at 6%; with 100% employer match about $175,246 at 4% or $116,831 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-7$320,275$98,138$14,020iApproximate average salary by contribution assumption: employee only about $350,493 at 4% or $233,662 at 6%; with 50% employer match about $233,662 at 4% or $155,775 at 6%; with 100% employer match about $175,246 at 4% or $116,831 at 6%.
200717$0$0-
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-7---
200614$251,279$65,433$16,358iApproximate average salary by contribution assumption: employee only about $408,956 at 4% or $272,638 at 6%; with 50% employer match about $272,638 at 4% or $181,758 at 6%; with 100% employer match about $204,478 at 4% or $136,319 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-4$251,279$65,433$16,358iApproximate average salary by contribution assumption: employee only about $408,956 at 4% or $272,638 at 6%; with 50% employer match about $272,638 at 4% or $181,758 at 6%; with 100% employer match about $204,478 at 4% or $136,319 at 6%.
200513$178,742$77,211$25,737iApproximate average salary by contribution assumption: employee only about $643,425 at 4% or $428,950 at 6%; with 50% employer match about $428,950 at 4% or $285,967 at 6%; with 100% employer match about $321,713 at 4% or $214,475 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-3$178,742$77,211$25,737iApproximate average salary by contribution assumption: employee only about $643,425 at 4% or $428,950 at 6%; with 50% employer match about $428,950 at 4% or $285,967 at 6%; with 100% employer match about $321,713 at 4% or $214,475 at 6%.
200416$89,632$80,288$13,381iApproximate average salary by contribution assumption: employee only about $334,533 at 4% or $223,022 at 6%; with 50% employer match about $223,022 at 4% or $148,681 at 6%; with 100% employer match about $167,267 at 4% or $111,511 at 6%.
James D. Rohan, Dds PC. 401(K) Profit Sharing Plan-6$89,632$80,288$13,381iApproximate average salary by contribution assumption: employee only about $334,533 at 4% or $223,022 at 6%; with 50% employer match about $223,022 at 4% or $148,681 at 6%; with 100% employer match about $167,267 at 4% or $111,511 at 6%.
James D. Rohan, Dds PC. | EIN 36-4223833 | 2022 Form 5500 Company Profile