Civic Intelligence

Carter C. Reese Dds. Ltd.

Plan context: REESE ORTHODONTICS 401(K) PLAN

EIN 41-0978760 • New Hope, MN • 16 filings • 6 plans

9401 36th Avenue NorthNew Hope, MN 55427
Current Snapshot

Latest Year

2014

2014 Participants

12

2014 Assets

$1,287,610

2014 Contributions

$7,076

Historical Graphs

Total Assets Over Time

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

$1,356,742$678,371$0199920072013YearValue
$1,287,610Latest year 2013

Participants Over Time

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

1790199920062013YearValue
12Latest year 2013

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
201410$0$7,076-
REESE ORTHODONTICS 401(K) PLAN-0$0$7,076-
2013112$1,287,610$37,514$3,126iApproximate average salary by contribution assumption: employee only about $78,154 at 4% or $52,103 at 6%; with 50% employer match about $52,103 at 4% or $34,735 at 6%; with 100% employer match about $39,077 at 4% or $26,051 at 6%.
REESE ORTHODONTICS 401(K) PLAN-12$1,287,610$37,514$3,126iApproximate average salary by contribution assumption: employee only about $78,154 at 4% or $52,103 at 6%; with 50% employer match about $52,103 at 4% or $34,735 at 6%; with 100% employer match about $39,077 at 4% or $26,051 at 6%.
2012113$1,008,100$64,597$4,969iApproximate average salary by contribution assumption: employee only about $124,225 at 4% or $82,817 at 6%; with 50% employer match about $82,817 at 4% or $55,211 at 6%; with 100% employer match about $62,113 at 4% or $41,408 at 6%.
REESE ORTHODONTICS 401(K) PLAN-13$1,008,100$64,597$4,969iApproximate average salary by contribution assumption: employee only about $124,225 at 4% or $82,817 at 6%; with 50% employer match about $82,817 at 4% or $55,211 at 6%; with 100% employer match about $62,113 at 4% or $41,408 at 6%.
2011117$1,001,803$40,219$2,366iApproximate average salary by contribution assumption: employee only about $59,146 at 4% or $39,430 at 6%; with 50% employer match about $39,430 at 4% or $26,287 at 6%; with 100% employer match about $29,573 at 4% or $19,715 at 6%.
REESE ORTHODONTICS 401(K) PLAN-17$1,001,803$40,219$2,366iApproximate average salary by contribution assumption: employee only about $59,146 at 4% or $39,430 at 6%; with 50% employer match about $39,430 at 4% or $26,287 at 6%; with 100% employer match about $29,573 at 4% or $19,715 at 6%.
2010114$993,787$55,406$3,958iApproximate average salary by contribution assumption: employee only about $98,939 at 4% or $65,960 at 6%; with 50% employer match about $65,960 at 4% or $43,973 at 6%; with 100% employer match about $49,470 at 4% or $32,980 at 6%.
REESE ORTHODONTICS 401(K) PLAN-14$993,787$55,406$3,958iApproximate average salary by contribution assumption: employee only about $98,939 at 4% or $65,960 at 6%; with 50% employer match about $65,960 at 4% or $43,973 at 6%; with 100% employer match about $49,470 at 4% or $32,980 at 6%.
2009117$861,150$80,681$4,746iApproximate average salary by contribution assumption: employee only about $118,649 at 4% or $79,099 at 6%; with 50% employer match about $79,099 at 4% or $52,733 at 6%; with 100% employer match about $59,324 at 4% or $39,550 at 6%.
REESE ORTHODONTICS 401(K) PLAN-17$861,150$80,681$4,746iApproximate average salary by contribution assumption: employee only about $118,649 at 4% or $79,099 at 6%; with 50% employer match about $79,099 at 4% or $52,733 at 6%; with 100% employer match about $59,324 at 4% or $39,550 at 6%.
200818$590,787$77,776$9,722iApproximate average salary by contribution assumption: employee only about $243,050 at 4% or $162,033 at 6%; with 50% employer match about $162,033 at 4% or $108,022 at 6%; with 100% employer match about $121,525 at 4% or $81,017 at 6%.
REESE ORTHODONTICS 401K PLAN-8$590,787$77,776$9,722iApproximate average salary by contribution assumption: employee only about $243,050 at 4% or $162,033 at 6%; with 50% employer match about $162,033 at 4% or $108,022 at 6%; with 100% employer match about $121,525 at 4% or $81,017 at 6%.
2007110$918,607$93,803$9,380iApproximate average salary by contribution assumption: employee only about $234,507 at 4% or $156,338 at 6%; with 50% employer match about $156,338 at 4% or $104,226 at 6%; with 100% employer match about $117,254 at 4% or $78,169 at 6%.
REESE ORTHODONTICS 401K PLAN-10$918,607$93,803$9,380iApproximate average salary by contribution assumption: employee only about $234,507 at 4% or $156,338 at 6%; with 50% employer match about $156,338 at 4% or $104,226 at 6%; with 100% employer match about $117,254 at 4% or $78,169 at 6%.
200618$749,583$106,373$13,297iApproximate average salary by contribution assumption: employee only about $332,416 at 4% or $221,610 at 6%; with 50% employer match about $221,610 at 4% or $147,740 at 6%; with 100% employer match about $166,208 at 4% or $110,805 at 6%.
REESE ORTHODONTICS 401K PLAN-8$749,583$106,373$13,297iApproximate average salary by contribution assumption: employee only about $332,416 at 4% or $221,610 at 6%; with 50% employer match about $221,610 at 4% or $147,740 at 6%; with 100% employer match about $166,208 at 4% or $110,805 at 6%.
200517$548,055$123,859$17,694iApproximate average salary by contribution assumption: employee only about $442,354 at 4% or $294,902 at 6%; with 50% employer match about $294,902 at 4% or $196,602 at 6%; with 100% employer match about $221,177 at 4% or $147,451 at 6%.
REESE ORTHODONTICS 401K PLAN-7$548,055$123,859$17,694iApproximate average salary by contribution assumption: employee only about $442,354 at 4% or $294,902 at 6%; with 50% employer match about $294,902 at 4% or $196,602 at 6%; with 100% employer match about $221,177 at 4% or $147,451 at 6%.
200418$394,812$106,867$13,358iApproximate average salary by contribution assumption: employee only about $333,959 at 4% or $222,640 at 6%; with 50% employer match about $222,640 at 4% or $148,426 at 6%; with 100% employer match about $166,980 at 4% or $111,320 at 6%.
REESE ORTHODONTICS 401K PLAN-8$394,812$106,867$13,358iApproximate average salary by contribution assumption: employee only about $333,959 at 4% or $222,640 at 6%; with 50% employer match about $222,640 at 4% or $148,426 at 6%; with 100% employer match about $166,980 at 4% or $111,320 at 6%.
200318$250,691$131,032$16,379iApproximate average salary by contribution assumption: employee only about $409,475 at 4% or $272,983 at 6%; with 50% employer match about $272,983 at 4% or $181,989 at 6%; with 100% employer match about $204,738 at 4% or $136,492 at 6%.
REESE ORTHODONTICS 401K PLAN-8$250,691$131,032$16,379iApproximate average salary by contribution assumption: employee only about $409,475 at 4% or $272,983 at 6%; with 50% employer match about $272,983 at 4% or $181,989 at 6%; with 100% employer match about $204,738 at 4% or $136,492 at 6%.
200215$85,734$62,114$12,423iApproximate average salary by contribution assumption: employee only about $310,570 at 4% or $207,047 at 6%; with 50% employer match about $207,047 at 4% or $138,031 at 6%; with 100% employer match about $155,285 at 4% or $103,523 at 6%.
Carter C. Reese Dds. Ltd. Profit Sharing Plan-5$85,734$62,114$12,423iApproximate average salary by contribution assumption: employee only about $310,570 at 4% or $207,047 at 6%; with 50% employer match about $207,047 at 4% or $138,031 at 6%; with 100% employer match about $155,285 at 4% or $103,523 at 6%.
200114$0$0-
Carter C. Reese Dds. Ltd. Profit Sharing Plan-4---
200013$1,290,617$0-
Carter C. Reese Dds. Ltd. Profit Sharing Plan-3$1,290,617--
199913$1,356,742$0-
Carter C. Reese Dds. Ltd. Profit Sharing Plan-3$1,356,742--