Civic Intelligence

Daniel R. Koester, D.D.S.

Plan context: Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust

EIN 39-1527773 • Oak Creek, WI • 16 filings • 4 plans

132 E Drexel AveOak Creek, WI 53154-2123
Current Snapshot

Latest Year

2014

2014 Participants

14

2014 Assets

$1,264,026

2014 Contributions

$112,847

Historical Graphs

Total Assets Over Time

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

$1,264,026$632,013$0199920082014YearValue
$1,264,026Latest year 2014

Participants Over Time

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

1470199920072014YearValue
14Latest 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
2014114$1,264,026$112,847$8,061iApproximate average salary by contribution assumption: employee only about $201,513 at 4% or $134,342 at 6%; with 50% employer match about $134,342 at 4% or $89,561 at 6%; with 100% employer match about $100,756 at 4% or $67,171 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-14$1,264,026$112,847$8,061iApproximate average salary by contribution assumption: employee only about $201,513 at 4% or $134,342 at 6%; with 50% employer match about $134,342 at 4% or $89,561 at 6%; with 100% employer match about $100,756 at 4% or $67,171 at 6%.
2013114$1,095,105$103,293$7,378iApproximate average salary by contribution assumption: employee only about $184,452 at 4% or $122,968 at 6%; with 50% employer match about $122,968 at 4% or $81,979 at 6%; with 100% employer match about $92,226 at 4% or $61,484 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-14$1,095,105$103,293$7,378iApproximate average salary by contribution assumption: employee only about $184,452 at 4% or $122,968 at 6%; with 50% employer match about $122,968 at 4% or $81,979 at 6%; with 100% employer match about $92,226 at 4% or $61,484 at 6%.
2012113$841,499$93,081$7,160iApproximate average salary by contribution assumption: employee only about $179,002 at 4% or $119,335 at 6%; with 50% employer match about $119,335 at 4% or $79,556 at 6%; with 100% employer match about $89,501 at 4% or $59,667 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-13$841,499$93,081$7,160iApproximate average salary by contribution assumption: employee only about $179,002 at 4% or $119,335 at 6%; with 50% employer match about $119,335 at 4% or $79,556 at 6%; with 100% employer match about $89,501 at 4% or $59,667 at 6%.
2011111$700,360$77,214$7,019iApproximate average salary by contribution assumption: employee only about $175,486 at 4% or $116,991 at 6%; with 50% employer match about $116,991 at 4% or $77,994 at 6%; with 100% employer match about $87,743 at 4% or $58,495 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-11$700,360$77,214$7,019iApproximate average salary by contribution assumption: employee only about $175,486 at 4% or $116,991 at 6%; with 50% employer match about $116,991 at 4% or $77,994 at 6%; with 100% employer match about $87,743 at 4% or $58,495 at 6%.
2010111$633,313$75,037$6,822iApproximate average salary by contribution assumption: employee only about $170,539 at 4% or $113,692 at 6%; with 50% employer match about $113,692 at 4% or $75,795 at 6%; with 100% employer match about $85,269 at 4% or $56,846 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-11$633,313$75,037$6,822iApproximate average salary by contribution assumption: employee only about $170,539 at 4% or $113,692 at 6%; with 50% employer match about $113,692 at 4% or $75,795 at 6%; with 100% employer match about $85,269 at 4% or $56,846 at 6%.
200916$505,187$69,753$11,626iApproximate average salary by contribution assumption: employee only about $290,638 at 4% or $193,758 at 6%; with 50% employer match about $193,758 at 4% or $129,172 at 6%; with 100% employer match about $145,319 at 4% or $96,879 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$505,187$69,753$11,626iApproximate average salary by contribution assumption: employee only about $290,638 at 4% or $193,758 at 6%; with 50% employer match about $193,758 at 4% or $129,172 at 6%; with 100% employer match about $145,319 at 4% or $96,879 at 6%.
200816$360,242$63,062$10,510iApproximate average salary by contribution assumption: employee only about $262,758 at 4% or $175,172 at 6%; with 50% employer match about $175,172 at 4% or $116,781 at 6%; with 100% employer match about $131,379 at 4% or $87,586 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$360,242$63,062$10,510iApproximate average salary by contribution assumption: employee only about $262,758 at 4% or $175,172 at 6%; with 50% employer match about $175,172 at 4% or $116,781 at 6%; with 100% employer match about $131,379 at 4% or $87,586 at 6%.
200716$462,283$68,082$11,347iApproximate average salary by contribution assumption: employee only about $283,675 at 4% or $189,117 at 6%; with 50% employer match about $189,117 at 4% or $126,078 at 6%; with 100% employer match about $141,838 at 4% or $94,558 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$462,283$68,082$11,347iApproximate average salary by contribution assumption: employee only about $283,675 at 4% or $189,117 at 6%; with 50% employer match about $189,117 at 4% or $126,078 at 6%; with 100% employer match about $141,838 at 4% or $94,558 at 6%.
200616$361,932$62,001$10,334iApproximate average salary by contribution assumption: employee only about $258,338 at 4% or $172,225 at 6%; with 50% employer match about $172,225 at 4% or $114,817 at 6%; with 100% employer match about $129,169 at 4% or $86,113 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$361,932$62,001$10,334iApproximate average salary by contribution assumption: employee only about $258,338 at 4% or $172,225 at 6%; with 50% employer match about $172,225 at 4% or $114,817 at 6%; with 100% employer match about $129,169 at 4% or $86,113 at 6%.
200516$266,592$53,116$8,853iApproximate average salary by contribution assumption: employee only about $221,317 at 4% or $147,544 at 6%; with 50% employer match about $147,544 at 4% or $98,363 at 6%; with 100% employer match about $110,658 at 4% or $73,772 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$266,592$53,116$8,853iApproximate average salary by contribution assumption: employee only about $221,317 at 4% or $147,544 at 6%; with 50% employer match about $147,544 at 4% or $98,363 at 6%; with 100% employer match about $110,658 at 4% or $73,772 at 6%.
200416$200,937$24,265$4,044iApproximate average salary by contribution assumption: employee only about $101,104 at 4% or $67,403 at 6%; with 50% employer match about $67,403 at 4% or $44,935 at 6%; with 100% employer match about $50,552 at 4% or $33,701 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$200,937$24,265$4,044iApproximate average salary by contribution assumption: employee only about $101,104 at 4% or $67,403 at 6%; with 50% employer match about $67,403 at 4% or $44,935 at 6%; with 100% employer match about $50,552 at 4% or $33,701 at 6%.
200316$165,120$11,108$1,851iApproximate average salary by contribution assumption: employee only about $46,283 at 4% or $30,856 at 6%; with 50% employer match about $30,856 at 4% or $20,570 at 6%; with 100% employer match about $23,142 at 4% or $15,428 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-6$165,120$11,108$1,851iApproximate average salary by contribution assumption: employee only about $46,283 at 4% or $30,856 at 6%; with 50% employer match about $30,856 at 4% or $20,570 at 6%; with 100% employer match about $23,142 at 4% or $15,428 at 6%.
200214$0$0-
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-4---
200114$0$0-
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-4---
200013$84,840$31,124$10,375iApproximate average salary by contribution assumption: employee only about $259,367 at 4% or $172,911 at 6%; with 50% employer match about $172,911 at 4% or $115,274 at 6%; with 100% employer match about $129,683 at 4% or $86,456 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-3$84,840$31,124$10,375iApproximate average salary by contribution assumption: employee only about $259,367 at 4% or $172,911 at 6%; with 50% employer match about $172,911 at 4% or $115,274 at 6%; with 100% employer match about $129,683 at 4% or $86,456 at 6%.
199913$54,349$16,675$5,558iApproximate average salary by contribution assumption: employee only about $138,958 at 4% or $92,639 at 6%; with 50% employer match about $92,639 at 4% or $61,759 at 6%; with 100% employer match about $69,479 at 4% or $46,319 at 6%.
Daniel R. Koester, D.D.S. Profit Sharing Plan & Trust-3$54,349$16,675$5,558iApproximate average salary by contribution assumption: employee only about $138,958 at 4% or $92,639 at 6%; with 50% employer match about $92,639 at 4% or $61,759 at 6%; with 100% employer match about $69,479 at 4% or $46,319 at 6%.
Daniel R. Koester, D.D.S. | EIN 39-1527773 | 2014 Form 5500 Company Profile