Civic Intelligence

Frank L. Wolfson, D.D.S.

Plan context: Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust

EIN 48-0857105 • Overland Park, KS • 23 filings • 4 plans

11775 West 112th Street, Suite 204Overland Park, KS 66210
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$5,568,224

2021 Contributions

$30,832

Historical Graphs

Total Assets Over Time

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

$5,568,224$2,784,112$0199920102020YearValue
$5,568,224Latest year 2020

Participants Over Time

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

950199920102020YearValue
7Latest year 2020

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
202110$0$30,832-
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-0$0$30,832-
202017$5,568,224$43,841$6,263iApproximate average salary by contribution assumption: employee only about $156,575 at 4% or $104,383 at 6%; with 50% employer match about $104,383 at 4% or $69,589 at 6%; with 100% employer match about $78,288 at 4% or $52,192 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$5,568,224$43,841$6,263iApproximate average salary by contribution assumption: employee only about $156,575 at 4% or $104,383 at 6%; with 50% employer match about $104,383 at 4% or $69,589 at 6%; with 100% employer match about $78,288 at 4% or $52,192 at 6%.
201917$4,819,508$46,666$6,667iApproximate average salary by contribution assumption: employee only about $166,664 at 4% or $111,110 at 6%; with 50% employer match about $111,110 at 4% or $74,073 at 6%; with 100% employer match about $83,332 at 4% or $55,555 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$4,819,508$46,666$6,667iApproximate average salary by contribution assumption: employee only about $166,664 at 4% or $111,110 at 6%; with 50% employer match about $111,110 at 4% or $74,073 at 6%; with 100% employer match about $83,332 at 4% or $55,555 at 6%.
201817$4,025,474$45,127$6,447iApproximate average salary by contribution assumption: employee only about $161,168 at 4% or $107,445 at 6%; with 50% employer match about $107,445 at 4% or $71,630 at 6%; with 100% employer match about $80,584 at 4% or $53,723 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$4,025,474$45,127$6,447iApproximate average salary by contribution assumption: employee only about $161,168 at 4% or $107,445 at 6%; with 50% employer match about $107,445 at 4% or $71,630 at 6%; with 100% employer match about $80,584 at 4% or $53,723 at 6%.
201717$4,170,688$67,554$9,651iApproximate average salary by contribution assumption: employee only about $241,264 at 4% or $160,843 at 6%; with 50% employer match about $160,843 at 4% or $107,229 at 6%; with 100% employer match about $120,632 at 4% or $80,421 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$4,170,688$67,554$9,651iApproximate average salary by contribution assumption: employee only about $241,264 at 4% or $160,843 at 6%; with 50% employer match about $160,843 at 4% or $107,229 at 6%; with 100% employer match about $120,632 at 4% or $80,421 at 6%.
201617$3,590,030$69,935$9,991iApproximate average salary by contribution assumption: employee only about $249,768 at 4% or $166,512 at 6%; with 50% employer match about $166,512 at 4% or $111,008 at 6%; with 100% employer match about $124,884 at 4% or $83,256 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$3,590,030$69,935$9,991iApproximate average salary by contribution assumption: employee only about $249,768 at 4% or $166,512 at 6%; with 50% employer match about $166,512 at 4% or $111,008 at 6%; with 100% employer match about $124,884 at 4% or $83,256 at 6%.
201516$3,299,596$68,208$11,368iApproximate average salary by contribution assumption: employee only about $284,200 at 4% or $189,467 at 6%; with 50% employer match about $189,467 at 4% or $126,311 at 6%; with 100% employer match about $142,100 at 4% or $94,733 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$3,299,596$68,208$11,368iApproximate average salary by contribution assumption: employee only about $284,200 at 4% or $189,467 at 6%; with 50% employer match about $189,467 at 4% or $126,311 at 6%; with 100% employer match about $142,100 at 4% or $94,733 at 6%.
201417$3,369,678$68,170$9,739iApproximate average salary by contribution assumption: employee only about $243,464 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,206 at 6%; with 100% employer match about $121,732 at 4% or $81,155 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$3,369,678$68,170$9,739iApproximate average salary by contribution assumption: employee only about $243,464 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,206 at 6%; with 100% employer match about $121,732 at 4% or $81,155 at 6%.
201316$3,030,065$62,540$10,423iApproximate average salary by contribution assumption: employee only about $260,583 at 4% or $173,722 at 6%; with 50% employer match about $173,722 at 4% or $115,815 at 6%; with 100% employer match about $130,292 at 4% or $86,861 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$3,030,065$62,540$10,423iApproximate average salary by contribution assumption: employee only about $260,583 at 4% or $173,722 at 6%; with 50% employer match about $173,722 at 4% or $115,815 at 6%; with 100% employer match about $130,292 at 4% or $86,861 at 6%.
201216$2,291,780$60,702$10,117iApproximate average salary by contribution assumption: employee only about $252,925 at 4% or $168,617 at 6%; with 50% employer match about $168,617 at 4% or $112,411 at 6%; with 100% employer match about $126,463 at 4% or $84,308 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$2,291,780$60,702$10,117iApproximate average salary by contribution assumption: employee only about $252,925 at 4% or $168,617 at 6%; with 50% employer match about $168,617 at 4% or $112,411 at 6%; with 100% employer match about $126,463 at 4% or $84,308 at 6%.
201117$2,065,926$59,180$8,454iApproximate average salary by contribution assumption: employee only about $211,357 at 4% or $140,905 at 6%; with 50% employer match about $140,905 at 4% or $93,937 at 6%; with 100% employer match about $105,679 at 4% or $70,452 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$2,065,926$59,180$8,454iApproximate average salary by contribution assumption: employee only about $211,357 at 4% or $140,905 at 6%; with 50% employer match about $140,905 at 4% or $93,937 at 6%; with 100% employer match about $105,679 at 4% or $70,452 at 6%.
201017$2,032,006$316,572$45,225iApproximate average salary by contribution assumption: employee only about $1,130,614 at 4% or $753,743 at 6%; with 50% employer match about $753,743 at 4% or $502,495 at 6%; with 100% employer match about $565,307 at 4% or $376,871 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$2,032,006$316,572$45,225iApproximate average salary by contribution assumption: employee only about $1,130,614 at 4% or $753,743 at 6%; with 50% employer match about $753,743 at 4% or $502,495 at 6%; with 100% employer match about $565,307 at 4% or $376,871 at 6%.
200917$1,453,759$78,356$11,194iApproximate average salary by contribution assumption: employee only about $279,843 at 4% or $186,562 at 6%; with 50% employer match about $186,562 at 4% or $124,375 at 6%; with 100% employer match about $139,921 at 4% or $93,281 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$1,453,759$78,356$11,194iApproximate average salary by contribution assumption: employee only about $279,843 at 4% or $186,562 at 6%; with 50% employer match about $186,562 at 4% or $124,375 at 6%; with 100% employer match about $139,921 at 4% or $93,281 at 6%.
200817$1,106,429$101,098$14,443iApproximate average salary by contribution assumption: employee only about $361,064 at 4% or $240,710 at 6%; with 50% employer match about $240,710 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,355 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$1,106,429$101,098$14,443iApproximate average salary by contribution assumption: employee only about $361,064 at 4% or $240,710 at 6%; with 50% employer match about $240,710 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,355 at 6%.
200717$1,530,698$101,920$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$1,530,698$101,920$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
200618$1,309,650$97,578$12,197iApproximate average salary by contribution assumption: employee only about $304,931 at 4% or $203,288 at 6%; with 50% employer match about $203,288 at 4% or $135,525 at 6%; with 100% employer match about $152,466 at 4% or $101,644 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-8$1,309,650$97,578$12,197iApproximate average salary by contribution assumption: employee only about $304,931 at 4% or $203,288 at 6%; with 50% employer match about $203,288 at 4% or $135,525 at 6%; with 100% employer match about $152,466 at 4% or $101,644 at 6%.
200519$995,454$89,648$9,961iApproximate average salary by contribution assumption: employee only about $249,022 at 4% or $166,015 at 6%; with 50% employer match about $166,015 at 4% or $110,677 at 6%; with 100% employer match about $124,511 at 4% or $83,007 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-9$995,454$89,648$9,961iApproximate average salary by contribution assumption: employee only about $249,022 at 4% or $166,015 at 6%; with 50% employer match about $166,015 at 4% or $110,677 at 6%; with 100% employer match about $124,511 at 4% or $83,007 at 6%.
200417$846,485$75,711$10,816iApproximate average salary by contribution assumption: employee only about $270,396 at 4% or $180,264 at 6%; with 50% employer match about $180,264 at 4% or $120,176 at 6%; with 100% employer match about $135,198 at 4% or $90,132 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-7$846,485$75,711$10,816iApproximate average salary by contribution assumption: employee only about $270,396 at 4% or $180,264 at 6%; with 50% employer match about $180,264 at 4% or $120,176 at 6%; with 100% employer match about $135,198 at 4% or $90,132 at 6%.
200318$705,133$51,047$6,381iApproximate average salary by contribution assumption: employee only about $159,522 at 4% or $106,348 at 6%; with 50% employer match about $106,348 at 4% or $70,899 at 6%; with 100% employer match about $79,761 at 4% or $53,174 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-8$705,133$51,047$6,381iApproximate average salary by contribution assumption: employee only about $159,522 at 4% or $106,348 at 6%; with 50% employer match about $106,348 at 4% or $70,899 at 6%; with 100% employer match about $79,761 at 4% or $53,174 at 6%.
200216$522,662$65,066$10,844iApproximate average salary by contribution assumption: employee only about $271,108 at 4% or $180,739 at 6%; with 50% employer match about $180,739 at 4% or $120,493 at 6%; with 100% employer match about $135,554 at 4% or $90,369 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$522,662$65,066$10,844iApproximate average salary by contribution assumption: employee only about $271,108 at 4% or $180,739 at 6%; with 50% employer match about $180,739 at 4% or $120,493 at 6%; with 100% employer match about $135,554 at 4% or $90,369 at 6%.
200115$573,415$43,778$8,756iApproximate average salary by contribution assumption: employee only about $218,890 at 4% or $145,927 at 6%; with 50% employer match about $145,927 at 4% or $97,284 at 6%; with 100% employer match about $109,445 at 4% or $72,963 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-5$573,415$43,778$8,756iApproximate average salary by contribution assumption: employee only about $218,890 at 4% or $145,927 at 6%; with 50% employer match about $145,927 at 4% or $97,284 at 6%; with 100% employer match about $109,445 at 4% or $72,963 at 6%.
200016$602,341$44,086$7,348iApproximate average salary by contribution assumption: employee only about $183,692 at 4% or $122,461 at 6%; with 50% employer match about $122,461 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$602,341$44,086$7,348iApproximate average salary by contribution assumption: employee only about $183,692 at 4% or $122,461 at 6%; with 50% employer match about $122,461 at 4% or $81,641 at 6%; with 100% employer match about $91,846 at 4% or $61,231 at 6%.
199916$559,058$42,770$7,128iApproximate average salary by contribution assumption: employee only about $178,208 at 4% or $118,806 at 6%; with 50% employer match about $118,806 at 4% or $79,204 at 6%; with 100% employer match about $89,104 at 4% or $59,403 at 6%.
Frank L. Wolfson, D.D.S. Self-Employed Retirement Trust-6$559,058$42,770$7,128iApproximate average salary by contribution assumption: employee only about $178,208 at 4% or $118,806 at 6%; with 50% employer match about $118,806 at 4% or $79,204 at 6%; with 100% employer match about $89,104 at 4% or $59,403 at 6%.