Civic Intelligence

James M Mertz Dds Ms

Plan context: James M Mertz Dds Ms Keogh Profit Sharing Plan

EIN 38-3064214 • Saginaw, MI • 27 filings • 5 plans

820 N Michigan AveSaginaw, MI 48602-4321
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$3,626,895

2021 Contributions

$27,149

Historical Graphs

Total Assets Over Time

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

$3,626,895$1,813,448$0199920102020YearValue
$3,626,895Latest year 2020

Participants Over Time

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

320199920102020YearValue
2Latest year 2020

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
202110$0$0-
James M Mertz Dds Ms Keogh Profit Sharing Plan-0---
202012$3,626,895$0-
James M Mertz Dds Ms Keogh Profit Sharing Plan-2$3,626,895--
201913$3,105,815$27,149$9,050iApproximate average salary by contribution assumption: employee only about $226,242 at 4% or $150,828 at 6%; with 50% employer match about $150,828 at 4% or $100,552 at 6%; with 100% employer match about $113,121 at 4% or $75,414 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$3,105,815$27,149$9,050iApproximate average salary by contribution assumption: employee only about $226,242 at 4% or $150,828 at 6%; with 50% employer match about $150,828 at 4% or $100,552 at 6%; with 100% employer match about $113,121 at 4% or $75,414 at 6%.
201812$2,535,110$36,859$18,430iApproximate average salary by contribution assumption: employee only about $460,738 at 4% or $307,158 at 6%; with 50% employer match about $307,158 at 4% or $204,772 at 6%; with 100% employer match about $230,369 at 4% or $153,579 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-2$2,535,110$36,859$18,430iApproximate average salary by contribution assumption: employee only about $460,738 at 4% or $307,158 at 6%; with 50% employer match about $307,158 at 4% or $204,772 at 6%; with 100% employer match about $230,369 at 4% or $153,579 at 6%.
201712$2,631,846$53,975$26,988iApproximate average salary by contribution assumption: employee only about $674,688 at 4% or $449,792 at 6%; with 50% employer match about $449,792 at 4% or $299,861 at 6%; with 100% employer match about $337,344 at 4% or $224,896 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-2$2,631,846$53,975$26,988iApproximate average salary by contribution assumption: employee only about $674,688 at 4% or $449,792 at 6%; with 50% employer match about $449,792 at 4% or $299,861 at 6%; with 100% employer match about $337,344 at 4% or $224,896 at 6%.
201612$2,194,833$69,129$34,565iApproximate average salary by contribution assumption: employee only about $864,113 at 4% or $576,075 at 6%; with 50% employer match about $576,075 at 4% or $384,050 at 6%; with 100% employer match about $432,056 at 4% or $288,038 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-2$2,194,833$69,129$34,565iApproximate average salary by contribution assumption: employee only about $864,113 at 4% or $576,075 at 6%; with 50% employer match about $576,075 at 4% or $384,050 at 6%; with 100% employer match about $432,056 at 4% or $288,038 at 6%.
201513$2,121,510$65,694$21,898iApproximate average salary by contribution assumption: employee only about $547,450 at 4% or $364,967 at 6%; with 50% employer match about $364,967 at 4% or $243,311 at 6%; with 100% employer match about $273,725 at 4% or $182,483 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$2,121,510$65,694$21,898iApproximate average salary by contribution assumption: employee only about $547,450 at 4% or $364,967 at 6%; with 50% employer match about $364,967 at 4% or $243,311 at 6%; with 100% employer match about $273,725 at 4% or $182,483 at 6%.
201413$2,063,292$64,305$21,435iApproximate average salary by contribution assumption: employee only about $535,875 at 4% or $357,250 at 6%; with 50% employer match about $357,250 at 4% or $238,167 at 6%; with 100% employer match about $267,938 at 4% or $178,625 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$2,063,292$64,305$21,435iApproximate average salary by contribution assumption: employee only about $535,875 at 4% or $357,250 at 6%; with 50% employer match about $357,250 at 4% or $238,167 at 6%; with 100% employer match about $267,938 at 4% or $178,625 at 6%.
201313$1,869,240$64,719$21,573iApproximate average salary by contribution assumption: employee only about $539,325 at 4% or $359,550 at 6%; with 50% employer match about $359,550 at 4% or $239,700 at 6%; with 100% employer match about $269,663 at 4% or $179,775 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$1,869,240$64,719$21,573iApproximate average salary by contribution assumption: employee only about $539,325 at 4% or $359,550 at 6%; with 50% employer match about $359,550 at 4% or $239,700 at 6%; with 100% employer match about $269,663 at 4% or $179,775 at 6%.
201213$1,426,171$63,042$21,014iApproximate average salary by contribution assumption: employee only about $525,350 at 4% or $350,233 at 6%; with 50% employer match about $350,233 at 4% or $233,489 at 6%; with 100% employer match about $262,675 at 4% or $175,117 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$1,426,171$63,042$21,014iApproximate average salary by contribution assumption: employee only about $525,350 at 4% or $350,233 at 6%; with 50% employer match about $350,233 at 4% or $233,489 at 6%; with 100% employer match about $262,675 at 4% or $175,117 at 6%.
201113$1,227,670$60,322$20,107iApproximate average salary by contribution assumption: employee only about $502,683 at 4% or $335,122 at 6%; with 50% employer match about $335,122 at 4% or $223,415 at 6%; with 100% employer match about $251,342 at 4% or $167,561 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$1,227,670$60,322$20,107iApproximate average salary by contribution assumption: employee only about $502,683 at 4% or $335,122 at 6%; with 50% employer match about $335,122 at 4% or $223,415 at 6%; with 100% employer match about $251,342 at 4% or $167,561 at 6%.
201013$1,173,100$59,982$19,994iApproximate average salary by contribution assumption: employee only about $499,850 at 4% or $333,233 at 6%; with 50% employer match about $333,233 at 4% or $222,156 at 6%; with 100% employer match about $249,925 at 4% or $166,617 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$1,173,100$59,982$19,994iApproximate average salary by contribution assumption: employee only about $499,850 at 4% or $333,233 at 6%; with 50% employer match about $333,233 at 4% or $222,156 at 6%; with 100% employer match about $249,925 at 4% or $166,617 at 6%.
200913$987,631$59,548$19,849iApproximate average salary by contribution assumption: employee only about $496,233 at 4% or $330,822 at 6%; with 50% employer match about $330,822 at 4% or $220,548 at 6%; with 100% employer match about $248,117 at 4% or $165,411 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$987,631$59,548$19,849iApproximate average salary by contribution assumption: employee only about $496,233 at 4% or $330,822 at 6%; with 50% employer match about $330,822 at 4% or $220,548 at 6%; with 100% employer match about $248,117 at 4% or $165,411 at 6%.
200813$742,877$56,522$18,841iApproximate average salary by contribution assumption: employee only about $471,017 at 4% or $314,011 at 6%; with 50% employer match about $314,011 at 4% or $209,341 at 6%; with 100% employer match about $235,508 at 4% or $157,006 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$742,877$56,522$18,841iApproximate average salary by contribution assumption: employee only about $471,017 at 4% or $314,011 at 6%; with 50% employer match about $314,011 at 4% or $209,341 at 6%; with 100% employer match about $235,508 at 4% or $157,006 at 6%.
200713$967,203$55,557$18,519iApproximate average salary by contribution assumption: employee only about $462,975 at 4% or $308,650 at 6%; with 50% employer match about $308,650 at 4% or $205,767 at 6%; with 100% employer match about $231,488 at 4% or $154,325 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$967,203$55,557$18,519iApproximate average salary by contribution assumption: employee only about $462,975 at 4% or $308,650 at 6%; with 50% employer match about $308,650 at 4% or $205,767 at 6%; with 100% employer match about $231,488 at 4% or $154,325 at 6%.
200613$850,377$54,235$18,078iApproximate average salary by contribution assumption: employee only about $451,958 at 4% or $301,306 at 6%; with 50% employer match about $301,306 at 4% or $200,870 at 6%; with 100% employer match about $225,979 at 4% or $150,653 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$850,377$54,235$18,078iApproximate average salary by contribution assumption: employee only about $451,958 at 4% or $301,306 at 6%; with 50% employer match about $301,306 at 4% or $200,870 at 6%; with 100% employer match about $225,979 at 4% or $150,653 at 6%.
200513$718,161$52,477$17,492iApproximate average salary by contribution assumption: employee only about $437,308 at 4% or $291,539 at 6%; with 50% employer match about $291,539 at 4% or $194,359 at 6%; with 100% employer match about $218,654 at 4% or $145,769 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$718,161$52,477$17,492iApproximate average salary by contribution assumption: employee only about $437,308 at 4% or $291,539 at 6%; with 50% employer match about $291,539 at 4% or $194,359 at 6%; with 100% employer match about $218,654 at 4% or $145,769 at 6%.
200413$625,971$50,841$16,947iApproximate average salary by contribution assumption: employee only about $423,675 at 4% or $282,450 at 6%; with 50% employer match about $282,450 at 4% or $188,300 at 6%; with 100% employer match about $211,838 at 4% or $141,225 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$625,971$50,841$16,947iApproximate average salary by contribution assumption: employee only about $423,675 at 4% or $282,450 at 6%; with 50% employer match about $282,450 at 4% or $188,300 at 6%; with 100% employer match about $211,838 at 4% or $141,225 at 6%.
200313$529,285$50,283$16,761iApproximate average salary by contribution assumption: employee only about $419,025 at 4% or $279,350 at 6%; with 50% employer match about $279,350 at 4% or $186,233 at 6%; with 100% employer match about $209,513 at 4% or $139,675 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$529,285$50,283$16,761iApproximate average salary by contribution assumption: employee only about $419,025 at 4% or $279,350 at 6%; with 50% employer match about $279,350 at 4% or $186,233 at 6%; with 100% employer match about $209,513 at 4% or $139,675 at 6%.
200223$379,235$48,436$16,145iApproximate average salary by contribution assumption: employee only about $403,633 at 4% or $269,089 at 6%; with 50% employer match about $269,089 at 4% or $179,393 at 6%; with 100% employer match about $201,817 at 4% or $134,544 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$379,235$24,218$8,073iApproximate average salary by contribution assumption: employee only about $201,817 at 4% or $134,544 at 6%; with 50% employer match about $134,544 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.
James M Mertz Dds Ms Keogh Money Purchase Plan-3-$24,218$8,073iApproximate average salary by contribution assumption: employee only about $201,817 at 4% or $134,544 at 6%; with 50% employer match about $134,544 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.
200123$0$0-
James M Mertz Dds Ms Keogh Money Purchase Plan-3---
James M Mertz Dds Ms Keogh Profit Sharing Plan-3---
200023$444,388$38,775$12,925iApproximate average salary by contribution assumption: employee only about $323,125 at 4% or $215,417 at 6%; with 50% employer match about $215,417 at 4% or $143,611 at 6%; with 100% employer match about $161,563 at 4% or $107,708 at 6%.
James M Mertz Dds Ms Keogh Money Purchase Plan-3$226,366$19,159$6,386iApproximate average salary by contribution assumption: employee only about $159,658 at 4% or $106,439 at 6%; with 50% employer match about $106,439 at 4% or $70,959 at 6%; with 100% employer match about $79,829 at 4% or $53,219 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$218,022$19,616$6,539iApproximate average salary by contribution assumption: employee only about $163,467 at 4% or $108,978 at 6%; with 50% employer match about $108,978 at 4% or $72,652 at 6%; with 100% employer match about $81,733 at 4% or $54,489 at 6%.
199923$475,667$37,404$12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%.
James M Mertz Dds Ms Keogh Money Purchase Plan-3$253,202$19,897$6,632iApproximate average salary by contribution assumption: employee only about $165,808 at 4% or $110,539 at 6%; with 50% employer match about $110,539 at 4% or $73,693 at 6%; with 100% employer match about $82,904 at 4% or $55,269 at 6%.
James M Mertz Dds Ms Keogh Profit Sharing Plan-3$222,465$17,507$5,836iApproximate average salary by contribution assumption: employee only about $145,892 at 4% or $97,261 at 6%; with 50% employer match about $97,261 at 4% or $64,841 at 6%; with 100% employer match about $72,946 at 4% or $48,631 at 6%.
James M Mertz Dds Ms | EIN 38-3064214 | 2021 Form 5500 Company Profile