Carl D. Vertregt, D.D.S.
Plan context: Port City Dental Retirement Plan & Trust
EIN 38-2050388 • Muskegon, MI • 22 filings • 5 plans
Current Snapshot
Latest Year
2017
2017 Participants
7
2017 Assets
$1,177,742
2017 Contributions
$91,475
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Port City Dental Retirement Plan & Trust | - | 0 | $0 | $0 | - |
| 2016 | 1 | 7 | $1,177,742 | $91,475 | $13,068iApproximate average salary by contribution assumption: employee only about $326,696 at 4% or $217,798 at 6%; with 50% employer match about $217,798 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,899 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 7 | $1,177,742 | $91,475 | $13,068iApproximate average salary by contribution assumption: employee only about $326,696 at 4% or $217,798 at 6%; with 50% employer match about $217,798 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,899 at 6%. |
| 2015 | 1 | 6 | $1,028,673 | $40,750 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,194 at 6%; with 50% employer match about $113,194 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 6 | $1,028,673 | $40,750 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,194 at 6%; with 50% employer match about $113,194 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |
| 2014 | 1 | 5 | $1,064,525 | $52,337 | $10,467iApproximate average salary by contribution assumption: employee only about $261,685 at 4% or $174,457 at 6%; with 50% employer match about $174,457 at 4% or $116,304 at 6%; with 100% employer match about $130,843 at 4% or $87,228 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 5 | $1,064,525 | $52,337 | $10,467iApproximate average salary by contribution assumption: employee only about $261,685 at 4% or $174,457 at 6%; with 50% employer match about $174,457 at 4% or $116,304 at 6%; with 100% employer match about $130,843 at 4% or $87,228 at 6%. |
| 2013 | 1 | 6 | $984,226 | $89,910 | $14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 6 | $984,226 | $89,910 | $14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%. |
| 2012 | 1 | 6 | $810,745 | $86,833 | $14,472iApproximate average salary by contribution assumption: employee only about $361,804 at 4% or $241,203 at 6%; with 50% employer match about $241,203 at 4% or $160,802 at 6%; with 100% employer match about $180,902 at 4% or $120,601 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 6 | $810,745 | $86,833 | $14,472iApproximate average salary by contribution assumption: employee only about $361,804 at 4% or $241,203 at 6%; with 50% employer match about $241,203 at 4% or $160,802 at 6%; with 100% employer match about $180,902 at 4% or $120,601 at 6%. |
| 2011 | 1 | 6 | $672,710 | $83,229 | $13,872iApproximate average salary by contribution assumption: employee only about $346,788 at 4% or $231,192 at 6%; with 50% employer match about $231,192 at 4% or $154,128 at 6%; with 100% employer match about $173,394 at 4% or $115,596 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 6 | $672,710 | $83,229 | $13,872iApproximate average salary by contribution assumption: employee only about $346,788 at 4% or $231,192 at 6%; with 50% employer match about $231,192 at 4% or $154,128 at 6%; with 100% employer match about $173,394 at 4% or $115,596 at 6%. |
| 2010 | 1 | 6 | $596,044 | $88,132 | $14,689iApproximate average salary by contribution assumption: employee only about $367,217 at 4% or $244,811 at 6%; with 50% employer match about $244,811 at 4% or $163,207 at 6%; with 100% employer match about $183,608 at 4% or $122,406 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 6 | $596,044 | $88,132 | $14,689iApproximate average salary by contribution assumption: employee only about $367,217 at 4% or $244,811 at 6%; with 50% employer match about $244,811 at 4% or $163,207 at 6%; with 100% employer match about $183,608 at 4% or $122,406 at 6%. |
| 2009 | 1 | 5 | $461,032 | $86,390 | $17,278iApproximate average salary by contribution assumption: employee only about $431,950 at 4% or $287,967 at 6%; with 50% employer match about $287,967 at 4% or $191,978 at 6%; with 100% employer match about $215,975 at 4% or $143,983 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 5 | $461,032 | $86,390 | $17,278iApproximate average salary by contribution assumption: employee only about $431,950 at 4% or $287,967 at 6%; with 50% employer match about $287,967 at 4% or $191,978 at 6%; with 100% employer match about $215,975 at 4% or $143,983 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Port City Dental Retirement Plan & Trust | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Port City Dental Retirement Plan & Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $350,504 | $77,115 | $15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 5 | $350,504 | $77,115 | $15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%. |
| 2005 | 2 | 5 | $259,875 | $53,569 | $10,714iApproximate average salary by contribution assumption: employee only about $267,845 at 4% or $178,563 at 6%; with 50% employer match about $178,563 at 4% or $119,042 at 6%; with 100% employer match about $133,923 at 4% or $89,282 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 5 | $259,875 | $49,770 | $9,954iApproximate average salary by contribution assumption: employee only about $248,850 at 4% or $165,900 at 6%; with 50% employer match about $165,900 at 4% or $110,600 at 6%; with 100% employer match about $124,425 at 4% or $82,950 at 6%. |
| CARL D. VERTREGT DDS MONEY PURCHASE PLAN | - | 0 | - | $3,799 | - |
| 2004 | 2 | 3 | $205,166 | $38,769 | $12,923iApproximate average salary by contribution assumption: employee only about $323,075 at 4% or $215,383 at 6%; with 50% employer match about $215,383 at 4% or $143,589 at 6%; with 100% employer match about $161,538 at 4% or $107,692 at 6%. |
| CARL D VERTREGT DDS MONEY PURCHASE PLAN | - | 3 | $138,403 | $38,769 | $12,923iApproximate average salary by contribution assumption: employee only about $323,075 at 4% or $215,383 at 6%; with 50% employer match about $215,383 at 4% or $143,589 at 6%; with 100% employer match about $161,538 at 4% or $107,692 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 1 | $66,763 | - | - |
| 2003 | 2 | 4 | $140,929 | $23,835 | $5,959iApproximate average salary by contribution assumption: employee only about $148,969 at 4% or $99,313 at 6%; with 50% employer match about $99,313 at 4% or $66,208 at 6%; with 100% employer match about $74,484 at 4% or $49,656 at 6%. |
| CARL D VERTRET DDS MONEY PURCHASE PLAN | - | 4 | $88,455 | $23,835 | $5,959iApproximate average salary by contribution assumption: employee only about $148,969 at 4% or $99,313 at 6%; with 50% employer match about $99,313 at 4% or $66,208 at 6%; with 100% employer match about $74,484 at 4% or $49,656 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 1 | $52,474 | - | - |
| 2002 | 2 | 3 | $97,784 | $13,056 | $4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,356 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%. |
| CARL D VERTRET DDS MONEY PURCHASE PLAN | - | 3 | $55,798 | $13,056 | $4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,356 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 1 | $41,986 | - | - |
| 2001 | 2 | 4 | $99,467 | $20,197 | $5,049iApproximate average salary by contribution assumption: employee only about $126,231 at 4% or $84,154 at 6%; with 50% employer match about $84,154 at 4% or $56,103 at 6%; with 100% employer match about $63,116 at 4% or $42,077 at 6%. |
| CARL D VERTREGT DDS MONEY PURCHASE PLAN | - | 4 | $49,846 | $20,197 | $5,049iApproximate average salary by contribution assumption: employee only about $126,231 at 4% or $84,154 at 6%; with 50% employer match about $84,154 at 4% or $56,103 at 6%; with 100% employer match about $63,116 at 4% or $42,077 at 6%. |
| Port City Dental Retirement Plan & Trust | - | 1 | $49,621 | - | - |