James a. Rea, D.M.D.
Plan context: James a. Rea, D.M.D. 401(K) Profit Sharing Plan
EIN 37-1284345 • Marion, IL • 37 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$8,282,459
2025 Contributions
$135,769
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $8,282,459 | $135,769 | $12,343iApproximate average salary by contribution assumption: employee only about $308,566 at 4% or $205,711 at 6%; with 50% employer match about $205,711 at 4% or $137,140 at 6%; with 100% employer match about $154,283 at 4% or $102,855 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 11 | $8,282,459 | $135,769 | $12,343iApproximate average salary by contribution assumption: employee only about $308,566 at 4% or $205,711 at 6%; with 50% employer match about $205,711 at 4% or $137,140 at 6%; with 100% employer match about $154,283 at 4% or $102,855 at 6%. |
| 2024 | 1 | 12 | $7,106,991 | $77,660 | $6,472iApproximate average salary by contribution assumption: employee only about $161,792 at 4% or $107,861 at 6%; with 50% employer match about $107,861 at 4% or $71,907 at 6%; with 100% employer match about $80,896 at 4% or $53,931 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 12 | $7,106,991 | $77,660 | $6,472iApproximate average salary by contribution assumption: employee only about $161,792 at 4% or $107,861 at 6%; with 50% employer match about $107,861 at 4% or $71,907 at 6%; with 100% employer match about $80,896 at 4% or $53,931 at 6%. |
| 2023 | 2 | 11 | $6,084,460 | $65,085 | $5,917iApproximate average salary by contribution assumption: employee only about $147,920 at 4% or $98,614 at 6%; with 50% employer match about $98,614 at 4% or $65,742 at 6%; with 100% employer match about $73,960 at 4% or $49,307 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 11 | $6,084,460 | $65,085 | $5,917iApproximate average salary by contribution assumption: employee only about $147,920 at 4% or $98,614 at 6%; with 50% employer match about $98,614 at 4% or $65,742 at 6%; with 100% employer match about $73,960 at 4% or $49,307 at 6%. |
| JAMES REA, DMD CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 13 | $5,772,909 | $314,810 | $24,216iApproximate average salary by contribution assumption: employee only about $605,404 at 4% or $403,603 at 6%; with 50% employer match about $403,603 at 4% or $269,068 at 6%; with 100% employer match about $302,702 at 4% or $201,801 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 13 | $5,160,810 | $74,090 | $5,699iApproximate average salary by contribution assumption: employee only about $142,481 at 4% or $94,987 at 6%; with 50% employer match about $94,987 at 4% or $63,325 at 6%; with 100% employer match about $71,240 at 4% or $47,494 at 6%. |
| JAMES REA, DMD CASH BALANCE PENSION PLAN | - | 4 | $612,099 | $240,720 | $60,180iApproximate average salary by contribution assumption: employee only about $1,504,500 at 4% or $1,003,000 at 6%; with 50% employer match about $1,003,000 at 4% or $668,667 at 6%; with 100% employer match about $752,250 at 4% or $501,500 at 6%. |
| 2021 | 2 | 12 | $6,579,176 | $268,792 | $22,399iApproximate average salary by contribution assumption: employee only about $559,983 at 4% or $373,322 at 6%; with 50% employer match about $373,322 at 4% or $248,881 at 6%; with 100% employer match about $279,992 at 4% or $186,661 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 12 | $6,182,482 | $69,481 | $5,790iApproximate average salary by contribution assumption: employee only about $144,752 at 4% or $96,501 at 6%; with 50% employer match about $96,501 at 4% or $64,334 at 6%; with 100% employer match about $72,376 at 4% or $48,251 at 6%. |
| JAMES REA, DMD CASH BALANCE PENSION PLAN | - | 4 | $396,694 | $199,311 | $49,828iApproximate average salary by contribution assumption: employee only about $1,245,694 at 4% or $830,463 at 6%; with 50% employer match about $830,463 at 4% or $553,642 at 6%; with 100% employer match about $622,847 at 4% or $415,231 at 6%. |
| 2020 | 2 | 13 | $5,452,268 | $292,431 | $22,495iApproximate average salary by contribution assumption: employee only about $562,367 at 4% or $374,912 at 6%; with 50% employer match about $374,912 at 4% or $249,941 at 6%; with 100% employer match about $281,184 at 4% or $187,456 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 13 | $5,261,009 | $101,172 | $7,782iApproximate average salary by contribution assumption: employee only about $194,562 at 4% or $129,708 at 6%; with 50% employer match about $129,708 at 4% or $86,472 at 6%; with 100% employer match about $97,281 at 4% or $64,854 at 6%. |
| JAMES REA, DMD CASH BALANCE PENSION PLAN | - | 4 | $191,259 | $191,259 | $47,815iApproximate average salary by contribution assumption: employee only about $1,195,369 at 4% or $796,913 at 6%; with 50% employer match about $796,913 at 4% or $531,275 at 6%; with 100% employer match about $597,684 at 4% or $398,456 at 6%. |
| 2019 | 1 | 12 | $4,265,123 | $161,433 | $13,453iApproximate average salary by contribution assumption: employee only about $336,319 at 4% or $224,213 at 6%; with 50% employer match about $224,213 at 4% or $149,475 at 6%; with 100% employer match about $168,159 at 4% or $112,106 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 12 | $4,265,123 | $161,433 | $13,453iApproximate average salary by contribution assumption: employee only about $336,319 at 4% or $224,213 at 6%; with 50% employer match about $224,213 at 4% or $149,475 at 6%; with 100% employer match about $168,159 at 4% or $112,106 at 6%. |
| 2018 | 1 | 12 | $3,314,517 | $135,391 | $11,283iApproximate average salary by contribution assumption: employee only about $282,065 at 4% or $188,043 at 6%; with 50% employer match about $188,043 at 4% or $125,362 at 6%; with 100% employer match about $141,032 at 4% or $94,022 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 12 | $3,314,517 | $135,391 | $11,283iApproximate average salary by contribution assumption: employee only about $282,065 at 4% or $188,043 at 6%; with 50% employer match about $188,043 at 4% or $125,362 at 6%; with 100% employer match about $141,032 at 4% or $94,022 at 6%. |
| 2017 | 1 | 10 | $3,362,353 | $162,111 | $16,211iApproximate average salary by contribution assumption: employee only about $405,278 at 4% or $270,185 at 6%; with 50% employer match about $270,185 at 4% or $180,123 at 6%; with 100% employer match about $202,639 at 4% or $135,093 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 10 | $3,362,353 | $162,111 | $16,211iApproximate average salary by contribution assumption: employee only about $405,278 at 4% or $270,185 at 6%; with 50% employer match about $270,185 at 4% or $180,123 at 6%; with 100% employer match about $202,639 at 4% or $135,093 at 6%. |
| 2016 | 1 | 10 | $2,712,344 | $80,744 | $8,074iApproximate average salary by contribution assumption: employee only about $201,860 at 4% or $134,573 at 6%; with 50% employer match about $134,573 at 4% or $89,716 at 6%; with 100% employer match about $100,930 at 4% or $67,287 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 10 | $2,712,344 | $80,744 | $8,074iApproximate average salary by contribution assumption: employee only about $201,860 at 4% or $134,573 at 6%; with 50% employer match about $134,573 at 4% or $89,716 at 6%; with 100% employer match about $100,930 at 4% or $67,287 at 6%. |
| 2015 | 1 | 10 | $2,379,786 | $163,164 | $16,316iApproximate average salary by contribution assumption: employee only about $407,910 at 4% or $271,940 at 6%; with 50% employer match about $271,940 at 4% or $181,293 at 6%; with 100% employer match about $203,955 at 4% or $135,970 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 10 | $2,379,786 | $163,164 | $16,316iApproximate average salary by contribution assumption: employee only about $407,910 at 4% or $271,940 at 6%; with 50% employer match about $271,940 at 4% or $181,293 at 6%; with 100% employer match about $203,955 at 4% or $135,970 at 6%. |
| 2014 | 1 | 9 | $2,210,647 | $82,952 | $9,217iApproximate average salary by contribution assumption: employee only about $230,422 at 4% or $153,615 at 6%; with 50% employer match about $153,615 at 4% or $102,410 at 6%; with 100% employer match about $115,211 at 4% or $76,807 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 9 | $2,210,647 | $82,952 | $9,217iApproximate average salary by contribution assumption: employee only about $230,422 at 4% or $153,615 at 6%; with 50% employer match about $153,615 at 4% or $102,410 at 6%; with 100% employer match about $115,211 at 4% or $76,807 at 6%. |
| 2013 | 1 | 9 | $1,924,996 | $97,975 | $10,886iApproximate average salary by contribution assumption: employee only about $272,153 at 4% or $181,435 at 6%; with 50% employer match about $181,435 at 4% or $120,957 at 6%; with 100% employer match about $136,076 at 4% or $90,718 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 9 | $1,924,996 | $97,975 | $10,886iApproximate average salary by contribution assumption: employee only about $272,153 at 4% or $181,435 at 6%; with 50% employer match about $181,435 at 4% or $120,957 at 6%; with 100% employer match about $136,076 at 4% or $90,718 at 6%. |
| 2012 | 1 | 8 | $1,519,411 | $40,013 | $5,002iApproximate average salary by contribution assumption: employee only about $125,041 at 4% or $83,360 at 6%; with 50% employer match about $83,360 at 4% or $55,574 at 6%; with 100% employer match about $62,520 at 4% or $41,680 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 8 | $1,519,411 | $40,013 | $5,002iApproximate average salary by contribution assumption: employee only about $125,041 at 4% or $83,360 at 6%; with 50% employer match about $83,360 at 4% or $55,574 at 6%; with 100% employer match about $62,520 at 4% or $41,680 at 6%. |
| 2011 | 1 | 10 | $1,297,243 | $94,927 | $9,493iApproximate average salary by contribution assumption: employee only about $237,318 at 4% or $158,212 at 6%; with 50% employer match about $158,212 at 4% or $105,474 at 6%; with 100% employer match about $118,659 at 4% or $79,106 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 10 | $1,297,243 | $94,927 | $9,493iApproximate average salary by contribution assumption: employee only about $237,318 at 4% or $158,212 at 6%; with 50% employer match about $158,212 at 4% or $105,474 at 6%; with 100% employer match about $118,659 at 4% or $79,106 at 6%. |
| 2010 | 1 | 10 | $1,258,358 | $92,224 | $9,222iApproximate average salary by contribution assumption: employee only about $230,560 at 4% or $153,707 at 6%; with 50% employer match about $153,707 at 4% or $102,471 at 6%; with 100% employer match about $115,280 at 4% or $76,853 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 10 | $1,258,358 | $92,224 | $9,222iApproximate average salary by contribution assumption: employee only about $230,560 at 4% or $153,707 at 6%; with 50% employer match about $153,707 at 4% or $102,471 at 6%; with 100% employer match about $115,280 at 4% or $76,853 at 6%. |
| 2009 | 1 | 9 | $1,039,045 | $83,415 | $9,268iApproximate average salary by contribution assumption: employee only about $231,708 at 4% or $154,472 at 6%; with 50% employer match about $154,472 at 4% or $102,981 at 6%; with 100% employer match about $115,854 at 4% or $77,236 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 9 | $1,039,045 | $83,415 | $9,268iApproximate average salary by contribution assumption: employee only about $231,708 at 4% or $154,472 at 6%; with 50% employer match about $154,472 at 4% or $102,981 at 6%; with 100% employer match about $115,854 at 4% or $77,236 at 6%. |
| 2008 | 1 | 8 | $697,265 | $79,517 | $9,940iApproximate average salary by contribution assumption: employee only about $248,491 at 4% or $165,660 at 6%; with 50% employer match about $165,660 at 4% or $110,440 at 6%; with 100% employer match about $124,245 at 4% or $82,830 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 8 | $697,265 | $79,517 | $9,940iApproximate average salary by contribution assumption: employee only about $248,491 at 4% or $165,660 at 6%; with 50% employer match about $165,660 at 4% or $110,440 at 6%; with 100% employer match about $124,245 at 4% or $82,830 at 6%. |
| 2007 | 1 | 9 | $1,064,813 | $82,654 | $9,184iApproximate average salary by contribution assumption: employee only about $229,594 at 4% or $153,063 at 6%; with 50% employer match about $153,063 at 4% or $102,042 at 6%; with 100% employer match about $114,797 at 4% or $76,531 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 9 | $1,064,813 | $82,654 | $9,184iApproximate average salary by contribution assumption: employee only about $229,594 at 4% or $153,063 at 6%; with 50% employer match about $153,063 at 4% or $102,042 at 6%; with 100% employer match about $114,797 at 4% or $76,531 at 6%. |
| 2006 | 2 | 8 | $863,063 | $87,511 | $10,939iApproximate average salary by contribution assumption: employee only about $273,472 at 4% or $182,315 at 6%; with 50% employer match about $182,315 at 4% or $121,543 at 6%; with 100% employer match about $136,736 at 4% or $91,157 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 8 | $863,063 | $57,580 | $7,198iApproximate average salary by contribution assumption: employee only about $179,938 at 4% or $119,958 at 6%; with 50% employer match about $119,958 at 4% or $79,972 at 6%; with 100% employer match about $89,969 at 4% or $59,979 at 6%. |
| JAMES A. REA, D.M.D. MONEY PURCHASE PLAN | - | 0 | - | $29,931 | - |
| 2005 | 2 | 6 | $609,142 | $49,892 | $8,315iApproximate average salary by contribution assumption: employee only about $207,883 at 4% or $138,589 at 6%; with 50% employer match about $138,589 at 4% or $92,393 at 6%; with 100% employer match about $103,942 at 4% or $69,294 at 6%. |
| JAMES A. REA MONEY PURCHASE | - | 6 | $328,166 | $24,526 | $4,088iApproximate average salary by contribution assumption: employee only about $102,192 at 4% or $68,128 at 6%; with 50% employer match about $68,128 at 4% or $45,419 at 6%; with 100% employer match about $51,096 at 4% or $34,064 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 6 | $280,976 | $25,366 | $4,228iApproximate average salary by contribution assumption: employee only about $105,692 at 4% or $70,461 at 6%; with 50% employer match about $70,461 at 4% or $46,974 at 6%; with 100% employer match about $52,846 at 4% or $35,231 at 6%. |
| 2004 | 2 | 6 | $541,029 | $65,323 | $10,887iApproximate average salary by contribution assumption: employee only about $272,179 at 4% or $181,453 at 6%; with 50% employer match about $181,453 at 4% or $120,969 at 6%; with 100% employer match about $136,090 at 4% or $90,726 at 6%. |
| JAMES A. REA MONEY PURCHASE | - | 6 | $291,236 | $26,129 | $4,355iApproximate average salary by contribution assumption: employee only about $108,871 at 4% or $72,581 at 6%; with 50% employer match about $72,581 at 4% or $48,387 at 6%; with 100% employer match about $54,435 at 4% or $36,290 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 6 | $249,793 | $39,194 | $6,532iApproximate average salary by contribution assumption: employee only about $163,308 at 4% or $108,872 at 6%; with 50% employer match about $108,872 at 4% or $72,581 at 6%; with 100% employer match about $81,654 at 4% or $54,436 at 6%. |
| 2003 | 2 | 5 | $420,010 | $52,595 | $10,519iApproximate average salary by contribution assumption: employee only about $262,975 at 4% or $175,317 at 6%; with 50% employer match about $175,317 at 4% or $116,878 at 6%; with 100% employer match about $131,488 at 4% or $87,658 at 6%. |
| JAMES A. REA MONEY PURCHASE | - | 5 | $227,209 | $21,038 | $4,208iApproximate average salary by contribution assumption: employee only about $105,190 at 4% or $70,127 at 6%; with 50% employer match about $70,127 at 4% or $46,751 at 6%; with 100% employer match about $52,595 at 4% or $35,063 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 5 | $192,801 | $31,557 | $6,311iApproximate average salary by contribution assumption: employee only about $157,785 at 4% or $105,190 at 6%; with 50% employer match about $105,190 at 4% or $70,127 at 6%; with 100% employer match about $78,893 at 4% or $52,595 at 6%. |
| 2002 | 2 | 3 | $275,524 | $50,290 | $16,763iApproximate average salary by contribution assumption: employee only about $419,083 at 4% or $279,389 at 6%; with 50% employer match about $279,389 at 4% or $186,259 at 6%; with 100% employer match about $209,542 at 4% or $139,694 at 6%. |
| JAMES A. REA MONEY PURCHASE | - | 3 | $154,021 | $20,116 | $6,705iApproximate average salary by contribution assumption: employee only about $167,633 at 4% or $111,756 at 6%; with 50% employer match about $111,756 at 4% or $74,504 at 6%; with 100% employer match about $83,817 at 4% or $55,878 at 6%. |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 3 | $121,503 | $30,174 | $10,058iApproximate average salary by contribution assumption: employee only about $251,450 at 4% or $167,633 at 6%; with 50% employer match about $167,633 at 4% or $111,756 at 6%; with 100% employer match about $125,725 at 4% or $83,817 at 6%. |
| 2001 | 2 | 0 | $0 | $0 | - |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| JAMES A. REA MONEY PURCHASE | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| JAMES A REA MONEY PURCHASE PLAN | - | 0 | - | - | - |
| James a. Rea, D.M.D. 401(K) Profit Sharing Plan | - | 0 | - | - | - |