Civic Intelligence

Dorothy Dale

Plan context: Dorothy Dale Self Employed Retirement Trust

EIN 45-0276916 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$389,446

2008 Contributions

$3,510

Historical Graphs

Total Assets Over Time

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

$389,446$194,723$0199920032006YearValue
$389,446Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200810$0$3,510-
Dorothy Dale Self Employed Retirement Trust-0-$3,510-
200710$0$0-
Dorothy Dale Self Employed Retirement Trust-0---
200612$389,446$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$389,446$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
200512$356,386$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$356,386$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
200412$349,297$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$349,297$3,510$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
200312$326,695$4,492$2,246iApproximate average salary by contribution assumption: employee only about $56,150 at 4% or $37,433 at 6%; with 50% employer match about $37,433 at 4% or $24,956 at 6%; with 100% employer match about $28,075 at 4% or $18,717 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$326,695$4,492$2,246iApproximate average salary by contribution assumption: employee only about $56,150 at 4% or $37,433 at 6%; with 50% employer match about $37,433 at 4% or $24,956 at 6%; with 100% employer match about $28,075 at 4% or $18,717 at 6%.
200212$265,311$5,530$2,765iApproximate average salary by contribution assumption: employee only about $69,125 at 4% or $46,083 at 6%; with 50% employer match about $46,083 at 4% or $30,722 at 6%; with 100% employer match about $34,563 at 4% or $23,042 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$265,311$5,530$2,765iApproximate average salary by contribution assumption: employee only about $69,125 at 4% or $46,083 at 6%; with 50% employer match about $46,083 at 4% or $30,722 at 6%; with 100% employer match about $34,563 at 4% or $23,042 at 6%.
200112$329,983$5,057$2,529iApproximate average salary by contribution assumption: employee only about $63,213 at 4% or $42,142 at 6%; with 50% employer match about $42,142 at 4% or $28,094 at 6%; with 100% employer match about $31,606 at 4% or $21,071 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$329,983$5,057$2,529iApproximate average salary by contribution assumption: employee only about $63,213 at 4% or $42,142 at 6%; with 50% employer match about $42,142 at 4% or $28,094 at 6%; with 100% employer match about $31,606 at 4% or $21,071 at 6%.
200012$0$0-
Dorothy Dale Self Employed Retirement Trust-2---
199912$319,565$6,900$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
Dorothy Dale Self Employed Retirement Trust-2$319,565$6,900$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.