Civic Intelligence

Bradley J. Gerdes, D.D.S.

Plan context: Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust

EIN 39-1416138 • Fox Point, WI • 23 filings • 3 plans

6932 North Santa Monica BoulevardFox Point, WI 53217
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$14,352,930

2021 Contributions

$77,723

Historical Graphs

Total Assets Over Time

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

$14,352,930$7,176,465$0199920102020YearValue
$14,352,930Latest year 2020

Participants Over Time

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

630199920102020YearValue
4Latest 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-
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-0$0--
202014$14,352,930$77,723$19,431iApproximate average salary by contribution assumption: employee only about $485,769 at 4% or $323,846 at 6%; with 50% employer match about $323,846 at 4% or $215,897 at 6%; with 100% employer match about $242,884 at 4% or $161,923 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$14,352,930$77,723$19,431iApproximate average salary by contribution assumption: employee only about $485,769 at 4% or $323,846 at 6%; with 50% employer match about $323,846 at 4% or $215,897 at 6%; with 100% employer match about $242,884 at 4% or $161,923 at 6%.
201914$8,229,837$75,737$18,934iApproximate average salary by contribution assumption: employee only about $473,356 at 4% or $315,571 at 6%; with 50% employer match about $315,571 at 4% or $210,381 at 6%; with 100% employer match about $236,678 at 4% or $157,785 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$8,229,837$75,737$18,934iApproximate average salary by contribution assumption: employee only about $473,356 at 4% or $315,571 at 6%; with 50% employer match about $315,571 at 4% or $210,381 at 6%; with 100% employer match about $236,678 at 4% or $157,785 at 6%.
201814$4,728,349$74,687$18,672iApproximate average salary by contribution assumption: employee only about $466,794 at 4% or $311,196 at 6%; with 50% employer match about $311,196 at 4% or $207,464 at 6%; with 100% employer match about $233,397 at 4% or $155,598 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$4,728,349$74,687$18,672iApproximate average salary by contribution assumption: employee only about $466,794 at 4% or $311,196 at 6%; with 50% employer match about $311,196 at 4% or $207,464 at 6%; with 100% employer match about $233,397 at 4% or $155,598 at 6%.
201714$4,928,653$72,569$18,142iApproximate average salary by contribution assumption: employee only about $453,556 at 4% or $302,371 at 6%; with 50% employer match about $302,371 at 4% or $201,581 at 6%; with 100% employer match about $226,778 at 4% or $151,185 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$4,928,653$72,569$18,142iApproximate average salary by contribution assumption: employee only about $453,556 at 4% or $302,371 at 6%; with 50% employer match about $302,371 at 4% or $201,581 at 6%; with 100% employer match about $226,778 at 4% or $151,185 at 6%.
201614$3,487,930$72,607$18,152iApproximate average salary by contribution assumption: employee only about $453,794 at 4% or $302,529 at 6%; with 50% employer match about $302,529 at 4% or $201,686 at 6%; with 100% employer match about $226,897 at 4% or $151,265 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$3,487,930$72,607$18,152iApproximate average salary by contribution assumption: employee only about $453,794 at 4% or $302,529 at 6%; with 50% employer match about $302,529 at 4% or $201,686 at 6%; with 100% employer match about $226,897 at 4% or $151,265 at 6%.
201514$3,119,532$70,513$17,628iApproximate average salary by contribution assumption: employee only about $440,706 at 4% or $293,804 at 6%; with 50% employer match about $293,804 at 4% or $195,869 at 6%; with 100% employer match about $220,353 at 4% or $146,902 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$3,119,532$70,513$17,628iApproximate average salary by contribution assumption: employee only about $440,706 at 4% or $293,804 at 6%; with 50% employer match about $293,804 at 4% or $195,869 at 6%; with 100% employer match about $220,353 at 4% or $146,902 at 6%.
201414$3,129,366$69,017$17,254iApproximate average salary by contribution assumption: employee only about $431,356 at 4% or $287,571 at 6%; with 50% employer match about $287,571 at 4% or $191,714 at 6%; with 100% employer match about $215,678 at 4% or $143,785 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$3,129,366$69,017$17,254iApproximate average salary by contribution assumption: employee only about $431,356 at 4% or $287,571 at 6%; with 50% employer match about $287,571 at 4% or $191,714 at 6%; with 100% employer match about $215,678 at 4% or $143,785 at 6%.
201314$2,397,581$67,975$16,994iApproximate average salary by contribution assumption: employee only about $424,844 at 4% or $283,229 at 6%; with 50% employer match about $283,229 at 4% or $188,819 at 6%; with 100% employer match about $212,422 at 4% or $141,615 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$2,397,581$67,975$16,994iApproximate average salary by contribution assumption: employee only about $424,844 at 4% or $283,229 at 6%; with 50% employer match about $283,229 at 4% or $188,819 at 6%; with 100% employer match about $212,422 at 4% or $141,615 at 6%.
201214$2,156,289$65,951$16,488iApproximate average salary by contribution assumption: employee only about $412,194 at 4% or $274,796 at 6%; with 50% employer match about $274,796 at 4% or $183,197 at 6%; with 100% employer match about $206,097 at 4% or $137,398 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$2,156,289$65,951$16,488iApproximate average salary by contribution assumption: employee only about $412,194 at 4% or $274,796 at 6%; with 50% employer match about $274,796 at 4% or $183,197 at 6%; with 100% employer match about $206,097 at 4% or $137,398 at 6%.
201114$1,677,053$67,966$16,992iApproximate average salary by contribution assumption: employee only about $424,788 at 4% or $283,192 at 6%; with 50% employer match about $283,192 at 4% or $188,794 at 6%; with 100% employer match about $212,394 at 4% or $141,596 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$1,677,053$67,966$16,992iApproximate average salary by contribution assumption: employee only about $424,788 at 4% or $283,192 at 6%; with 50% employer match about $283,192 at 4% or $188,794 at 6%; with 100% employer match about $212,394 at 4% or $141,596 at 6%.
201015$1,461,759$68,479$13,696iApproximate average salary by contribution assumption: employee only about $342,395 at 4% or $228,263 at 6%; with 50% employer match about $228,263 at 4% or $152,176 at 6%; with 100% employer match about $171,198 at 4% or $114,132 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$1,461,759$68,479$13,696iApproximate average salary by contribution assumption: employee only about $342,395 at 4% or $228,263 at 6%; with 50% employer match about $228,263 at 4% or $152,176 at 6%; with 100% employer match about $171,198 at 4% or $114,132 at 6%.
200915$1,065,856$66,924$13,385iApproximate average salary by contribution assumption: employee only about $334,620 at 4% or $223,080 at 6%; with 50% employer match about $223,080 at 4% or $148,720 at 6%; with 100% employer match about $167,310 at 4% or $111,540 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$1,065,856$66,924$13,385iApproximate average salary by contribution assumption: employee only about $334,620 at 4% or $223,080 at 6%; with 50% employer match about $223,080 at 4% or $148,720 at 6%; with 100% employer match about $167,310 at 4% or $111,540 at 6%.
200815$634,382$61,867$12,373iApproximate average salary by contribution assumption: employee only about $309,335 at 4% or $206,223 at 6%; with 50% employer match about $206,223 at 4% or $137,482 at 6%; with 100% employer match about $154,668 at 4% or $103,112 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$634,382$61,867$12,373iApproximate average salary by contribution assumption: employee only about $309,335 at 4% or $206,223 at 6%; with 50% employer match about $206,223 at 4% or $137,482 at 6%; with 100% employer match about $154,668 at 4% or $103,112 at 6%.
200715$1,017,713$148,597$29,719iApproximate average salary by contribution assumption: employee only about $742,985 at 4% or $495,323 at 6%; with 50% employer match about $495,323 at 4% or $330,216 at 6%; with 100% employer match about $371,493 at 4% or $247,662 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$1,017,713$148,597$29,719iApproximate average salary by contribution assumption: employee only about $742,985 at 4% or $495,323 at 6%; with 50% employer match about $495,323 at 4% or $330,216 at 6%; with 100% employer match about $371,493 at 4% or $247,662 at 6%.
200615$570,766$87,904$17,581iApproximate average salary by contribution assumption: employee only about $439,520 at 4% or $293,013 at 6%; with 50% employer match about $293,013 at 4% or $195,342 at 6%; with 100% employer match about $219,760 at 4% or $146,507 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$570,766$87,904$17,581iApproximate average salary by contribution assumption: employee only about $439,520 at 4% or $293,013 at 6%; with 50% employer match about $293,013 at 4% or $195,342 at 6%; with 100% employer match about $219,760 at 4% or $146,507 at 6%.
200515$417,285$56,608$11,322iApproximate average salary by contribution assumption: employee only about $283,040 at 4% or $188,693 at 6%; with 50% employer match about $188,693 at 4% or $125,796 at 6%; with 100% employer match about $141,520 at 4% or $94,347 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$417,285$56,608$11,322iApproximate average salary by contribution assumption: employee only about $283,040 at 4% or $188,693 at 6%; with 50% employer match about $188,693 at 4% or $125,796 at 6%; with 100% employer match about $141,520 at 4% or $94,347 at 6%.
200416$289,828$39,500$6,583iApproximate average salary by contribution assumption: employee only about $164,583 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,292 at 4% or $54,861 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-6$289,828$39,500$6,583iApproximate average salary by contribution assumption: employee only about $164,583 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,292 at 4% or $54,861 at 6%.
200315$215,267$1,230$246iApproximate average salary by contribution assumption: employee only about $6,150 at 4% or $4,100 at 6%; with 50% employer match about $4,100 at 4% or $2,733 at 6%; with 100% employer match about $3,075 at 4% or $2,050 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-5$215,267$1,230$246iApproximate average salary by contribution assumption: employee only about $6,150 at 4% or $4,100 at 6%; with 50% employer match about $4,100 at 4% or $2,733 at 6%; with 100% employer match about $3,075 at 4% or $2,050 at 6%.
200214$210,191$40,997$10,249iApproximate average salary by contribution assumption: employee only about $256,231 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,410 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$210,191$40,997$10,249iApproximate average salary by contribution assumption: employee only about $256,231 at 4% or $170,821 at 6%; with 50% employer match about $170,821 at 4% or $113,881 at 6%; with 100% employer match about $128,116 at 4% or $85,410 at 6%.
200114$283,495$39,675$9,919iApproximate average salary by contribution assumption: employee only about $247,969 at 4% or $165,313 at 6%; with 50% employer match about $165,313 at 4% or $110,208 at 6%; with 100% employer match about $123,984 at 4% or $82,656 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$283,495$39,675$9,919iApproximate average salary by contribution assumption: employee only about $247,969 at 4% or $165,313 at 6%; with 50% employer match about $165,313 at 4% or $110,208 at 6%; with 100% employer match about $123,984 at 4% or $82,656 at 6%.
200014$268,004$39,631$9,908iApproximate average salary by contribution assumption: employee only about $247,694 at 4% or $165,129 at 6%; with 50% employer match about $165,129 at 4% or $110,086 at 6%; with 100% employer match about $123,847 at 4% or $82,565 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$268,004$39,631$9,908iApproximate average salary by contribution assumption: employee only about $247,694 at 4% or $165,129 at 6%; with 50% employer match about $165,129 at 4% or $110,086 at 6%; with 100% employer match about $123,847 at 4% or $82,565 at 6%.
199914$467,526$36,521$9,130iApproximate average salary by contribution assumption: employee only about $228,256 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,085 at 6%.
Bradley J. Gerdes, D.D.S. Profit Sharing Plan & Trust-4$467,526$36,521$9,130iApproximate average salary by contribution assumption: employee only about $228,256 at 4% or $152,171 at 6%; with 50% employer match about $152,171 at 4% or $101,447 at 6%; with 100% employer match about $114,128 at 4% or $76,085 at 6%.