Civic Intelligence

David C Utrie, Dds

Plan context: David C. Utrie, Dds Profit Sharing Plan

EIN 39-1307663 • Beaver Dam, WI • 15 filings • 1 plans

319 Farwell RdBeaver Dam, WI 53916
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$618,923

2016 Contributions

$59,533

Historical Graphs

Total Assets Over Time

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

$618,923$309,462$0200220092015YearValue
$618,923Latest year 2015

Participants Over Time

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

320200220092015YearValue
2Latest year 2015

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
201610$0$59,533-
David C. Utrie, Dds Profit Sharing Plan-0$0$59,533-
201512$618,923$1,589$795iApproximate average salary by contribution assumption: employee only about $19,863 at 4% or $13,242 at 6%; with 50% employer match about $13,242 at 4% or $8,828 at 6%; with 100% employer match about $9,931 at 4% or $6,621 at 6%.
David C. Utrie, Dds Profit Sharing Plan-2$618,923$1,589$795iApproximate average salary by contribution assumption: employee only about $19,863 at 4% or $13,242 at 6%; with 50% employer match about $13,242 at 4% or $8,828 at 6%; with 100% employer match about $9,931 at 4% or $6,621 at 6%.
201412$607,887$28,216$14,108iApproximate average salary by contribution assumption: employee only about $352,700 at 4% or $235,133 at 6%; with 50% employer match about $235,133 at 4% or $156,756 at 6%; with 100% employer match about $176,350 at 4% or $117,567 at 6%.
David C. Utrie, Dds Profit Sharing Plan-2$607,887$28,216$14,108iApproximate average salary by contribution assumption: employee only about $352,700 at 4% or $235,133 at 6%; with 50% employer match about $235,133 at 4% or $156,756 at 6%; with 100% employer match about $176,350 at 4% or $117,567 at 6%.
201313$537,323$29,852$9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$537,323$29,852$9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%.
201213$382,473$28,016$9,339iApproximate average salary by contribution assumption: employee only about $233,467 at 4% or $155,644 at 6%; with 50% employer match about $155,644 at 4% or $103,763 at 6%; with 100% employer match about $116,733 at 4% or $77,822 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$382,473$28,016$9,339iApproximate average salary by contribution assumption: employee only about $233,467 at 4% or $155,644 at 6%; with 50% employer match about $155,644 at 4% or $103,763 at 6%; with 100% employer match about $116,733 at 4% or $77,822 at 6%.
201113$308,947$29,630$9,877iApproximate average salary by contribution assumption: employee only about $246,917 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,741 at 6%; with 100% employer match about $123,458 at 4% or $82,306 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$308,947$29,630$9,877iApproximate average salary by contribution assumption: employee only about $246,917 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,741 at 6%; with 100% employer match about $123,458 at 4% or $82,306 at 6%.
201013$286,048$31,787$10,596iApproximate average salary by contribution assumption: employee only about $264,892 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,730 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$286,048$31,787$10,596iApproximate average salary by contribution assumption: employee only about $264,892 at 4% or $176,594 at 6%; with 50% employer match about $176,594 at 4% or $117,730 at 6%; with 100% employer match about $132,446 at 4% or $88,297 at 6%.
200912$215,468$30,266$15,133iApproximate average salary by contribution assumption: employee only about $378,325 at 4% or $252,217 at 6%; with 50% employer match about $252,217 at 4% or $168,144 at 6%; with 100% employer match about $189,163 at 4% or $126,108 at 6%.
David C. Utrie, Dds Profit Sharing Plan-2$215,468$30,266$15,133iApproximate average salary by contribution assumption: employee only about $378,325 at 4% or $252,217 at 6%; with 50% employer match about $252,217 at 4% or $168,144 at 6%; with 100% employer match about $189,163 at 4% or $126,108 at 6%.
200812$155,800$28,104$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
David C. Utrie, Dds Profit Sharing Plan-2$155,800$28,104$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
200713$0$0-
David C. Utrie, Dds Profit Sharing Plan-3---
200613$137,318$27,131$9,044iApproximate average salary by contribution assumption: employee only about $226,092 at 4% or $150,728 at 6%; with 50% employer match about $150,728 at 4% or $100,485 at 6%; with 100% employer match about $113,046 at 4% or $75,364 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$137,318$27,131$9,044iApproximate average salary by contribution assumption: employee only about $226,092 at 4% or $150,728 at 6%; with 50% employer match about $150,728 at 4% or $100,485 at 6%; with 100% employer match about $113,046 at 4% or $75,364 at 6%.
200513$95,014$26,485$8,828iApproximate average salary by contribution assumption: employee only about $220,708 at 4% or $147,139 at 6%; with 50% employer match about $147,139 at 4% or $98,093 at 6%; with 100% employer match about $110,354 at 4% or $73,569 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$95,014$26,485$8,828iApproximate average salary by contribution assumption: employee only about $220,708 at 4% or $147,139 at 6%; with 50% employer match about $147,139 at 4% or $98,093 at 6%; with 100% employer match about $110,354 at 4% or $73,569 at 6%.
200413$65,329$24,252$8,084iApproximate average salary by contribution assumption: employee only about $202,100 at 4% or $134,733 at 6%; with 50% employer match about $134,733 at 4% or $89,822 at 6%; with 100% employer match about $101,050 at 4% or $67,367 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$65,329$24,252$8,084iApproximate average salary by contribution assumption: employee only about $202,100 at 4% or $134,733 at 6%; with 50% employer match about $134,733 at 4% or $89,822 at 6%; with 100% employer match about $101,050 at 4% or $67,367 at 6%.
200313$36,250$20,935$6,978iApproximate average salary by contribution assumption: employee only about $174,458 at 4% or $116,306 at 6%; with 50% employer match about $116,306 at 4% or $77,537 at 6%; with 100% employer match about $87,229 at 4% or $58,153 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$36,250$20,935$6,978iApproximate average salary by contribution assumption: employee only about $174,458 at 4% or $116,306 at 6%; with 50% employer match about $116,306 at 4% or $77,537 at 6%; with 100% employer match about $87,229 at 4% or $58,153 at 6%.
200213$11,532$11,532$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.
David C. Utrie, Dds Profit Sharing Plan-3$11,532$11,532$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.