Civic Intelligence

Rachel Caldwell DMD Pl

Plan context: Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust

EIN 46-1414778 • Winter Springs, FL • 6 filings • 2 plans

890 Northern WayWinter Springs, FL 32708
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,238

2018 Contributions

$13,892

Historical Graphs

Total Assets Over Time

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

$169,400$84,700$0201320162018YearValue
$1,238Latest year 2018

Participants Over Time

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

950201320162018YearValue
1Latest year 2018

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
201811$1,238$0-
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-1$1,238$0-
201711$1,278$0-
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-1$1,278$0-
201613$90,490$13,892$4,631iApproximate average salary by contribution assumption: employee only about $115,767 at 4% or $77,178 at 6%; with 50% employer match about $77,178 at 4% or $51,452 at 6%; with 100% employer match about $57,883 at 4% or $38,589 at 6%.
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-3$90,490$13,892$4,631iApproximate average salary by contribution assumption: employee only about $115,767 at 4% or $77,178 at 6%; with 50% employer match about $77,178 at 4% or $51,452 at 6%; with 100% employer match about $57,883 at 4% or $38,589 at 6%.
201515$169,400$6,774$1,355iApproximate average salary by contribution assumption: employee only about $33,870 at 4% or $22,580 at 6%; with 50% employer match about $22,580 at 4% or $15,053 at 6%; with 100% employer match about $16,935 at 4% or $11,290 at 6%.
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-5$169,400$6,774$1,355iApproximate average salary by contribution assumption: employee only about $33,870 at 4% or $22,580 at 6%; with 50% employer match about $22,580 at 4% or $15,053 at 6%; with 100% employer match about $16,935 at 4% or $11,290 at 6%.
201419$164,685$3,803$423iApproximate average salary by contribution assumption: employee only about $10,564 at 4% or $7,043 at 6%; with 50% employer match about $7,043 at 4% or $4,695 at 6%; with 100% employer match about $5,282 at 4% or $3,521 at 6%.
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-9$164,685$3,803$423iApproximate average salary by contribution assumption: employee only about $10,564 at 4% or $7,043 at 6%; with 50% employer match about $7,043 at 4% or $4,695 at 6%; with 100% employer match about $5,282 at 4% or $3,521 at 6%.
201313$158,248$151,107$50,369iApproximate average salary by contribution assumption: employee only about $1,259,225 at 4% or $839,483 at 6%; with 50% employer match about $839,483 at 4% or $559,656 at 6%; with 100% employer match about $629,613 at 4% or $419,742 at 6%.
Rachel Caldwell DMD Pl 401 K Profit Sharing Plan Trust-3$158,248$151,107$50,369iApproximate average salary by contribution assumption: employee only about $1,259,225 at 4% or $839,483 at 6%; with 50% employer match about $839,483 at 4% or $559,656 at 6%; with 100% employer match about $629,613 at 4% or $419,742 at 6%.