Civic Intelligence

James a. Lord, D.D.S. Inc.

Plan context: James a. Lord, D.D.S. Inc. Profit Sharing Plan

EIN 39-1949380 • Middleton, WI • 27 filings • 4 plans

1001 N. Gammon Rd.Suite #1Middleton, WI 53562
Current Snapshot

Latest Year

2017

2017 Participants

9

2017 Assets

$1,673,476

2017 Contributions

$85,999

Historical Graphs

Total Assets Over Time

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

$1,702,913$851,457$0199920082016YearValue
$1,673,476Latest year 2016

Participants Over Time

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

1050199920082016YearValue
9Latest year 2016

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
201710$0$0-
James a. Lord, D.D.S. Inc. Profit Sharing Plan-0$0--
201619$1,673,476$85,999$9,555iApproximate average salary by contribution assumption: employee only about $238,886 at 4% or $159,257 at 6%; with 50% employer match about $159,257 at 4% or $106,172 at 6%; with 100% employer match about $119,443 at 4% or $79,629 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-9$1,673,476$85,999$9,555iApproximate average salary by contribution assumption: employee only about $238,886 at 4% or $159,257 at 6%; with 50% employer match about $159,257 at 4% or $106,172 at 6%; with 100% employer match about $119,443 at 4% or $79,629 at 6%.
201518$1,614,697$91,121$11,390iApproximate average salary by contribution assumption: employee only about $284,753 at 4% or $189,835 at 6%; with 50% employer match about $189,835 at 4% or $126,557 at 6%; with 100% employer match about $142,377 at 4% or $94,918 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$1,614,697$91,121$11,390iApproximate average salary by contribution assumption: employee only about $284,753 at 4% or $189,835 at 6%; with 50% employer match about $189,835 at 4% or $126,557 at 6%; with 100% employer match about $142,377 at 4% or $94,918 at 6%.
201418$1,680,763$91,107$11,388iApproximate average salary by contribution assumption: employee only about $284,709 at 4% or $189,806 at 6%; with 50% employer match about $189,806 at 4% or $126,538 at 6%; with 100% employer match about $142,355 at 4% or $94,903 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$1,680,763$91,107$11,388iApproximate average salary by contribution assumption: employee only about $284,709 at 4% or $189,806 at 6%; with 50% employer match about $189,806 at 4% or $126,538 at 6%; with 100% employer match about $142,355 at 4% or $94,903 at 6%.
201318$1,702,913$88,509$11,064iApproximate average salary by contribution assumption: employee only about $276,591 at 4% or $184,394 at 6%; with 50% employer match about $184,394 at 4% or $122,929 at 6%; with 100% employer match about $138,295 at 4% or $92,197 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$1,702,913$88,509$11,064iApproximate average salary by contribution assumption: employee only about $276,591 at 4% or $184,394 at 6%; with 50% employer match about $184,394 at 4% or $122,929 at 6%; with 100% employer match about $138,295 at 4% or $92,197 at 6%.
201219$1,289,732$92,072$10,230iApproximate average salary by contribution assumption: employee only about $255,756 at 4% or $170,504 at 6%; with 50% employer match about $170,504 at 4% or $113,669 at 6%; with 100% employer match about $127,878 at 4% or $85,252 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-9$1,289,732$92,072$10,230iApproximate average salary by contribution assumption: employee only about $255,756 at 4% or $170,504 at 6%; with 50% employer match about $170,504 at 4% or $113,669 at 6%; with 100% employer match about $127,878 at 4% or $85,252 at 6%.
2011110$1,054,564$95,168$9,517iApproximate average salary by contribution assumption: employee only about $237,920 at 4% or $158,613 at 6%; with 50% employer match about $158,613 at 4% or $105,742 at 6%; with 100% employer match about $118,960 at 4% or $79,307 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-10$1,054,564$95,168$9,517iApproximate average salary by contribution assumption: employee only about $237,920 at 4% or $158,613 at 6%; with 50% employer match about $158,613 at 4% or $105,742 at 6%; with 100% employer match about $118,960 at 4% or $79,307 at 6%.
2010110$998,081$88,809$8,881iApproximate average salary by contribution assumption: employee only about $222,023 at 4% or $148,015 at 6%; with 50% employer match about $148,015 at 4% or $98,677 at 6%; with 100% employer match about $111,011 at 4% or $74,008 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-10$998,081$88,809$8,881iApproximate average salary by contribution assumption: employee only about $222,023 at 4% or $148,015 at 6%; with 50% employer match about $148,015 at 4% or $98,677 at 6%; with 100% employer match about $111,011 at 4% or $74,008 at 6%.
200918$786,020$81,550$10,194iApproximate average salary by contribution assumption: employee only about $254,844 at 4% or $169,896 at 6%; with 50% employer match about $169,896 at 4% or $113,264 at 6%; with 100% employer match about $127,422 at 4% or $84,948 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$786,020$81,550$10,194iApproximate average salary by contribution assumption: employee only about $254,844 at 4% or $169,896 at 6%; with 50% employer match about $169,896 at 4% or $113,264 at 6%; with 100% employer match about $127,422 at 4% or $84,948 at 6%.
200818$589,590$86,768$10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$589,590$86,768$10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%.
200729$789,444$75,214$8,357iApproximate average salary by contribution assumption: employee only about $208,928 at 4% or $139,285 at 6%; with 50% employer match about $139,285 at 4% or $92,857 at 6%; with 100% employer match about $104,464 at 4% or $69,643 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-9$789,444$75,214$8,357iApproximate average salary by contribution assumption: employee only about $208,928 at 4% or $139,285 at 6%; with 50% employer match about $139,285 at 4% or $92,857 at 6%; with 100% employer match about $104,464 at 4% or $69,643 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-0---
200619$651,260$81,455$9,051iApproximate average salary by contribution assumption: employee only about $226,264 at 4% or $150,843 at 6%; with 50% employer match about $150,843 at 4% or $100,562 at 6%; with 100% employer match about $113,132 at 4% or $75,421 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-9$651,260$81,455$9,051iApproximate average salary by contribution assumption: employee only about $226,264 at 4% or $150,843 at 6%; with 50% employer match about $150,843 at 4% or $100,562 at 6%; with 100% employer match about $113,132 at 4% or $75,421 at 6%.
200528$484,047$79,488$9,936iApproximate average salary by contribution assumption: employee only about $248,400 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8$484,047$79,488$9,936iApproximate average salary by contribution assumption: employee only about $248,400 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-0---
200427$386,363$71,432$10,205iApproximate average salary by contribution assumption: employee only about $255,114 at 4% or $170,076 at 6%; with 50% employer match about $170,076 at 4% or $113,384 at 6%; with 100% employer match about $127,557 at 4% or $85,038 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-7$340,042$71,432$10,205iApproximate average salary by contribution assumption: employee only about $255,114 at 4% or $170,076 at 6%; with 50% employer match about $170,076 at 4% or $113,384 at 6%; with 100% employer match about $127,557 at 4% or $85,038 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-7$46,321--
200327$284,791$74,820$10,689iApproximate average salary by contribution assumption: employee only about $267,214 at 4% or $178,143 at 6%; with 50% employer match about $178,143 at 4% or $118,762 at 6%; with 100% employer match about $133,607 at 4% or $89,071 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-7$242,520$74,820$10,689iApproximate average salary by contribution assumption: employee only about $267,214 at 4% or $178,143 at 6%; with 50% employer match about $178,143 at 4% or $118,762 at 6%; with 100% employer match about $133,607 at 4% or $89,071 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-7$42,271--
200228$33,031$0-
James a. Lord, D.D.S. Inc. Pension Plan-7$33,031--
James a. Lord, D.D.S. Inc. Profit Sharing Plan-8---
200124$0$0-
James a. Lord, D.D.S. Inc. Pension Plan-4---
James a. Lord, D.D.S. Inc. Profit Sharing Plan-4---
200026$29,927$16,745$2,791iApproximate average salary by contribution assumption: employee only about $69,771 at 4% or $46,514 at 6%; with 50% employer match about $46,514 at 4% or $31,009 at 6%; with 100% employer match about $34,885 at 4% or $23,257 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-6$29,927$16,745$2,791iApproximate average salary by contribution assumption: employee only about $69,771 at 4% or $46,514 at 6%; with 50% employer match about $46,514 at 4% or $31,009 at 6%; with 100% employer match about $34,885 at 4% or $23,257 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-6---
199926$45,175$44,039$7,340iApproximate average salary by contribution assumption: employee only about $183,496 at 4% or $122,331 at 6%; with 50% employer match about $122,331 at 4% or $81,554 at 6%; with 100% employer match about $91,748 at 4% or $61,165 at 6%.
James a. Lord, D.D.S. Inc. Profit Sharing Plan-6$30,060$28,924$4,821iApproximate average salary by contribution assumption: employee only about $120,517 at 4% or $80,344 at 6%; with 50% employer match about $80,344 at 4% or $53,563 at 6%; with 100% employer match about $60,258 at 4% or $40,172 at 6%.
James a. Lord, D.D.S. Inc. Pension Plan-6$15,115$15,115$2,519iApproximate average salary by contribution assumption: employee only about $62,979 at 4% or $41,986 at 6%; with 50% employer match about $41,986 at 4% or $27,991 at 6%; with 100% employer match about $31,490 at 4% or $20,993 at 6%.