Civic Intelligence

Mark K. Setter, D.D.S., M.S.

Plan context: Periodontic Associates of Port Huron Retirement Plan & Trust

EIN 38-2314873 • Port Huron, MI • 20 filings • 7 plans

1175 Thomas Edison DrivePort Huron, MI 48060
Current Snapshot

Latest Year

2014

2014 Participants

15

2014 Assets

$519,236

2014 Contributions

$105,674

Historical Graphs

Total Assets Over Time

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

$1,840,959$920,480$0200520102014YearValue
$519,236Latest year 2014

Participants Over Time

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

1890200520102014YearValue
15Latest year 2014

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
2014115$519,236$105,674$7,045iApproximate average salary by contribution assumption: employee only about $176,123 at 4% or $117,416 at 6%; with 50% employer match about $117,416 at 4% or $78,277 at 6%; with 100% employer match about $88,062 at 4% or $58,708 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-15$519,236$105,674$7,045iApproximate average salary by contribution assumption: employee only about $176,123 at 4% or $117,416 at 6%; with 50% employer match about $117,416 at 4% or $78,277 at 6%; with 100% employer match about $88,062 at 4% or $58,708 at 6%.
2013314$1,840,959$352,960$25,211iApproximate average salary by contribution assumption: employee only about $630,286 at 4% or $420,190 at 6%; with 50% employer match about $420,190 at 4% or $280,127 at 6%; with 100% employer match about $315,143 at 4% or $210,095 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-14$967,421$87,829$6,274iApproximate average salary by contribution assumption: employee only about $156,838 at 4% or $104,558 at 6%; with 50% employer match about $104,558 at 4% or $69,706 at 6%; with 100% employer match about $78,419 at 4% or $52,279 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN & TRUST-14$873,538$265,131$18,938iApproximate average salary by contribution assumption: employee only about $473,448 at 4% or $315,632 at 6%; with 50% employer match about $315,632 at 4% or $210,421 at 6%; with 100% employer match about $236,724 at 4% or $157,816 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON CASH BALANCE PENSION PLAN-0$0$0-
2012213$1,412,397$417,386$32,107iApproximate average salary by contribution assumption: employee only about $802,665 at 4% or $535,110 at 6%; with 50% employer match about $535,110 at 4% or $356,740 at 6%; with 100% employer match about $401,333 at 4% or $267,555 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-13$809,148$122,649$9,435iApproximate average salary by contribution assumption: employee only about $235,863 at 4% or $157,242 at 6%; with 50% employer match about $157,242 at 4% or $104,828 at 6%; with 100% employer match about $117,932 at 4% or $78,621 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN & TRUST-13$603,249$294,737$22,672iApproximate average salary by contribution assumption: employee only about $566,802 at 4% or $377,868 at 6%; with 50% employer match about $377,868 at 4% or $251,912 at 6%; with 100% employer match about $283,401 at 4% or $188,934 at 6%.
2011213$979,751$206,225$15,863iApproximate average salary by contribution assumption: employee only about $396,587 at 4% or $264,391 at 6%; with 50% employer match about $264,391 at 4% or $176,261 at 6%; with 100% employer match about $198,293 at 4% or $132,196 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-13$665,654$128,135$9,857iApproximate average salary by contribution assumption: employee only about $246,413 at 4% or $164,276 at 6%; with 50% employer match about $164,276 at 4% or $109,517 at 6%; with 100% employer match about $123,207 at 4% or $82,138 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN-13$314,097$78,090$6,007iApproximate average salary by contribution assumption: employee only about $150,173 at 4% or $100,115 at 6%; with 50% employer match about $100,115 at 4% or $66,744 at 6%; with 100% employer match about $75,087 at 4% or $50,058 at 6%.
2010213$767,768$205,982$15,845iApproximate average salary by contribution assumption: employee only about $396,119 at 4% or $264,079 at 6%; with 50% employer match about $264,079 at 4% or $176,053 at 6%; with 100% employer match about $198,060 at 4% or $132,040 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-13$536,414$128,766$9,905iApproximate average salary by contribution assumption: employee only about $247,627 at 4% or $165,085 at 6%; with 50% employer match about $165,085 at 4% or $110,056 at 6%; with 100% employer match about $123,813 at 4% or $82,542 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN-12$231,354$77,216$6,435iApproximate average salary by contribution assumption: employee only about $160,867 at 4% or $107,244 at 6%; with 50% employer match about $107,244 at 4% or $71,496 at 6%; with 100% employer match about $80,433 at 4% or $53,622 at 6%.
2009313$584,691$479,435$36,880iApproximate average salary by contribution assumption: employee only about $921,990 at 4% or $614,660 at 6%; with 50% employer match about $614,660 at 4% or $409,774 at 6%; with 100% employer match about $460,995 at 4% or $307,330 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-13$430,653$397,194$30,553iApproximate average salary by contribution assumption: employee only about $763,835 at 4% or $509,223 at 6%; with 50% employer match about $509,223 at 4% or $339,482 at 6%; with 100% employer match about $381,917 at 4% or $254,612 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN-12$154,038$80,705$6,725iApproximate average salary by contribution assumption: employee only about $168,135 at 4% or $112,090 at 6%; with 50% employer match about $112,090 at 4% or $74,727 at 6%; with 100% employer match about $84,068 at 4% or $56,045 at 6%.
Mark K. Setter, D.D.S., M.S. Retirement Plan-0$0$1,536-
2008317$33,564$129,625$7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%.
Periodontic Associates of Port Huron Retirement Plan & Trust-13$33,564$33,564$2,582iApproximate average salary by contribution assumption: employee only about $64,546 at 4% or $43,031 at 6%; with 50% employer match about $43,031 at 4% or $28,687 at 6%; with 100% employer match about $32,273 at 4% or $21,515 at 6%.
PERIODONTIC ASSOCIATES OF PORT HURON DEFINED BENEFIT CASH BALANCE PLAN-13---
Mark K. Setter, D.D.S., M.S. Retirement Plan-17-$96,061$5,651iApproximate average salary by contribution assumption: employee only about $141,266 at 4% or $94,177 at 6%; with 50% employer match about $94,177 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%.
2007116$278,542$72,587$4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,611 at 6%; with 50% employer match about $75,611 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%.
Mark K. Setter, D.D.S., M.S. Retirement Plan-16$278,542$72,587$4,537iApproximate average salary by contribution assumption: employee only about $113,417 at 4% or $75,611 at 6%; with 50% employer match about $75,611 at 4% or $50,408 at 6%; with 100% employer match about $56,709 at 4% or $37,806 at 6%.
2006118$202,708$76,209$4,234iApproximate average salary by contribution assumption: employee only about $105,846 at 4% or $70,564 at 6%; with 50% employer match about $70,564 at 4% or $47,043 at 6%; with 100% employer match about $52,923 at 4% or $35,282 at 6%.
Mark K. Setter, D.D.S., M.S. Retirement Plan-18$202,708$76,209$4,234iApproximate average salary by contribution assumption: employee only about $105,846 at 4% or $70,564 at 6%; with 50% employer match about $70,564 at 4% or $47,043 at 6%; with 100% employer match about $52,923 at 4% or $35,282 at 6%.
2005117$103,431$96,815$5,695iApproximate average salary by contribution assumption: employee only about $142,375 at 4% or $94,917 at 6%; with 50% employer match about $94,917 at 4% or $63,278 at 6%; with 100% employer match about $71,188 at 4% or $47,458 at 6%.
Mark K. Setter, D.D.S., M.S. Retirement Plan-17$103,431$96,815$5,695iApproximate average salary by contribution assumption: employee only about $142,375 at 4% or $94,917 at 6%; with 50% employer match about $94,917 at 4% or $63,278 at 6%; with 100% employer match about $71,188 at 4% or $47,458 at 6%.
199910$0$0-
Mark K. Setter, D.D.S., M.S. Retirement Plan-0---