Civic Intelligence

Robert J. Waite, Jr., D.D.S.

Plan context: Robert J. Waite, Jr., D.D.S. Profit Sharing Plan

EIN 39-1210716 • Waukesha, WI • 17 filings • 3 plans

1125 E. Broadway AvenueWaukesha, WI 53186
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,263,826

2014 Contributions

$28,685

Historical Graphs

Total Assets Over Time

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

$1,263,826$631,913$0199920072014YearValue
$1,263,826Latest year 2014

Participants Over Time

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

530199920072014YearValue
5Latest 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
201425$1,263,826$28,685$5,737iApproximate average salary by contribution assumption: employee only about $143,425 at 4% or $95,617 at 6%; with 50% employer match about $95,617 at 4% or $63,744 at 6%; with 100% employer match about $71,713 at 4% or $47,808 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-5$1,263,826$28,685$5,737iApproximate average salary by contribution assumption: employee only about $143,425 at 4% or $95,617 at 6%; with 50% employer match about $95,617 at 4% or $63,744 at 6%; with 100% employer match about $71,713 at 4% or $47,808 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-0$0--
201315$1,127,903$107,791$21,558iApproximate average salary by contribution assumption: employee only about $538,955 at 4% or $359,303 at 6%; with 50% employer match about $359,303 at 4% or $239,536 at 6%; with 100% employer match about $269,478 at 4% or $179,652 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-5$1,127,903$107,791$21,558iApproximate average salary by contribution assumption: employee only about $538,955 at 4% or $359,303 at 6%; with 50% employer match about $359,303 at 4% or $239,536 at 6%; with 100% employer match about $269,478 at 4% or $179,652 at 6%.
201215$850,986$92,384$18,477iApproximate average salary by contribution assumption: employee only about $461,920 at 4% or $307,947 at 6%; with 50% employer match about $307,947 at 4% or $205,298 at 6%; with 100% employer match about $230,960 at 4% or $153,973 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-5$850,986$92,384$18,477iApproximate average salary by contribution assumption: employee only about $461,920 at 4% or $307,947 at 6%; with 50% employer match about $307,947 at 4% or $205,298 at 6%; with 100% employer match about $230,960 at 4% or $153,973 at 6%.
201114$714,861$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-4$714,861$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
201014$680,305$19,000$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-4$680,305$19,000$4,750iApproximate average salary by contribution assumption: employee only about $118,750 at 4% or $79,167 at 6%; with 50% employer match about $79,167 at 4% or $52,778 at 6%; with 100% employer match about $59,375 at 4% or $39,583 at 6%.
200914$564,584$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-4$564,584$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200814$393,518$14,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-4$393,518$14,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
200713$556,004$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$556,004$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
200613$522,713$27,443$9,148iApproximate average salary by contribution assumption: employee only about $228,692 at 4% or $152,461 at 6%; with 50% employer match about $152,461 at 4% or $101,641 at 6%; with 100% employer match about $114,346 at 4% or $76,231 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$522,713$27,443$9,148iApproximate average salary by contribution assumption: employee only about $228,692 at 4% or $152,461 at 6%; with 50% employer match about $152,461 at 4% or $101,641 at 6%; with 100% employer match about $114,346 at 4% or $76,231 at 6%.
200513$436,296$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$436,296$43,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
200413$371,328$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$371,328$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
200314$317,307$47,109$11,777iApproximate average salary by contribution assumption: employee only about $294,431 at 4% or $196,288 at 6%; with 50% employer match about $196,288 at 4% or $130,858 at 6%; with 100% employer match about $147,216 at 4% or $98,144 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-4$317,307$47,109$11,777iApproximate average salary by contribution assumption: employee only about $294,431 at 4% or $196,288 at 6%; with 50% employer match about $196,288 at 4% or $130,858 at 6%; with 100% employer match about $147,216 at 4% or $98,144 at 6%.
200213$232,134$43,903$14,634iApproximate average salary by contribution assumption: employee only about $365,858 at 4% or $243,906 at 6%; with 50% employer match about $243,906 at 4% or $162,604 at 6%; with 100% employer match about $182,929 at 4% or $121,953 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$232,134$43,903$14,634iApproximate average salary by contribution assumption: employee only about $365,858 at 4% or $243,906 at 6%; with 50% employer match about $243,906 at 4% or $162,604 at 6%; with 100% employer match about $182,929 at 4% or $121,953 at 6%.
200113$227,812$32,500$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$227,812$32,500$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
200013$192,889$32,511$10,837iApproximate average salary by contribution assumption: employee only about $270,925 at 4% or $180,617 at 6%; with 50% employer match about $180,617 at 4% or $120,411 at 6%; with 100% employer match about $135,463 at 4% or $90,308 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$192,889$32,511$10,837iApproximate average salary by contribution assumption: employee only about $270,925 at 4% or $180,617 at 6%; with 50% employer match about $180,617 at 4% or $120,411 at 6%; with 100% employer match about $135,463 at 4% or $90,308 at 6%.
199913$125,528$29,791$9,930iApproximate average salary by contribution assumption: employee only about $248,258 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,337 at 6%; with 100% employer match about $124,129 at 4% or $82,753 at 6%.
Robert J. Waite, Jr., D.D.S. Profit Sharing Plan-3$125,528$29,791$9,930iApproximate average salary by contribution assumption: employee only about $248,258 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,337 at 6%; with 100% employer match about $124,129 at 4% or $82,753 at 6%.