Civic Intelligence

Donald a. Whitlock, Dds, Sc

Plan context: Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust

EIN 39-1365020 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$1,161,209

2008 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$1,604,261$802,131$0199920042008YearValue
$1,161,209Latest year 2008

Participants Over Time

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

840199920042008YearValue
1Latest year 2008

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
200811$1,161,209$0-
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-1$1,161,209--
200711$1,583,437$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-1$1,583,437$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200617$1,604,261$54,998$7,857iApproximate average salary by contribution assumption: employee only about $196,421 at 4% or $130,948 at 6%; with 50% employer match about $130,948 at 4% or $87,298 at 6%; with 100% employer match about $98,211 at 4% or $65,474 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-7$1,604,261$54,998$7,857iApproximate average salary by contribution assumption: employee only about $196,421 at 4% or $130,948 at 6%; with 50% employer match about $130,948 at 4% or $87,298 at 6%; with 100% employer match about $98,211 at 4% or $65,474 at 6%.
200518$1,350,843$54,669$6,834iApproximate average salary by contribution assumption: employee only about $170,841 at 4% or $113,894 at 6%; with 50% employer match about $113,894 at 4% or $75,929 at 6%; with 100% employer match about $85,420 at 4% or $56,947 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-8$1,350,843$54,669$6,834iApproximate average salary by contribution assumption: employee only about $170,841 at 4% or $113,894 at 6%; with 50% employer match about $113,894 at 4% or $75,929 at 6%; with 100% employer match about $85,420 at 4% or $56,947 at 6%.
200417$1,226,150$57,046$8,149iApproximate average salary by contribution assumption: employee only about $203,736 at 4% or $135,824 at 6%; with 50% employer match about $135,824 at 4% or $90,549 at 6%; with 100% employer match about $101,868 at 4% or $67,912 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-7$1,226,150$57,046$8,149iApproximate average salary by contribution assumption: employee only about $203,736 at 4% or $135,824 at 6%; with 50% employer match about $135,824 at 4% or $90,549 at 6%; with 100% employer match about $101,868 at 4% or $67,912 at 6%.
200317$1,055,738$54,442$7,777iApproximate average salary by contribution assumption: employee only about $194,436 at 4% or $129,624 at 6%; with 50% employer match about $129,624 at 4% or $86,416 at 6%; with 100% employer match about $97,218 at 4% or $64,812 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-7$1,055,738$54,442$7,777iApproximate average salary by contribution assumption: employee only about $194,436 at 4% or $129,624 at 6%; with 50% employer match about $129,624 at 4% or $86,416 at 6%; with 100% employer match about $97,218 at 4% or $64,812 at 6%.
200216$808,831$55,741$9,290iApproximate average salary by contribution assumption: employee only about $232,254 at 4% or $154,836 at 6%; with 50% employer match about $154,836 at 4% or $103,224 at 6%; with 100% employer match about $116,127 at 4% or $77,418 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-6$808,831$55,741$9,290iApproximate average salary by contribution assumption: employee only about $232,254 at 4% or $154,836 at 6%; with 50% employer match about $154,836 at 4% or $103,224 at 6%; with 100% employer match about $116,127 at 4% or $77,418 at 6%.
200118$921,636$48,499$6,062iApproximate average salary by contribution assumption: employee only about $151,559 at 4% or $101,040 at 6%; with 50% employer match about $101,040 at 4% or $67,360 at 6%; with 100% employer match about $75,780 at 4% or $50,520 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-8$921,636$48,499$6,062iApproximate average salary by contribution assumption: employee only about $151,559 at 4% or $101,040 at 6%; with 50% employer match about $101,040 at 4% or $67,360 at 6%; with 100% employer match about $75,780 at 4% or $50,520 at 6%.
200018$1,081,654$42,893$5,362iApproximate average salary by contribution assumption: employee only about $134,041 at 4% or $89,360 at 6%; with 50% employer match about $89,360 at 4% or $59,574 at 6%; with 100% employer match about $67,020 at 4% or $44,680 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-8$1,081,654$42,893$5,362iApproximate average salary by contribution assumption: employee only about $134,041 at 4% or $89,360 at 6%; with 50% employer match about $89,360 at 4% or $59,574 at 6%; with 100% employer match about $67,020 at 4% or $44,680 at 6%.
199918$945,667$41,552$5,194iApproximate average salary by contribution assumption: employee only about $129,850 at 4% or $86,567 at 6%; with 50% employer match about $86,567 at 4% or $57,711 at 6%; with 100% employer match about $64,925 at 4% or $43,283 at 6%.
Donald a. Whitlock, Dds, Sc Profit Sharing Plan and Trust-8$945,667$41,552$5,194iApproximate average salary by contribution assumption: employee only about $129,850 at 4% or $86,567 at 6%; with 50% employer match about $86,567 at 4% or $57,711 at 6%; with 100% employer match about $64,925 at 4% or $43,283 at 6%.