Milton D. Bernard, D.D.S. PC.
Plan context: Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan
EIN 52-0989031 • Washington, DC • 15 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$2,151,997
2014 Contributions
$35,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 3 | $2,151,997 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $2,151,997 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2013 | 1 | 3 | $2,126,408 | $37,000 | $12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $2,126,408 | $37,000 | $12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%. |
| 2012 | 1 | 3 | $1,970,981 | $25,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $1,970,981 | $25,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2011 | 1 | 2 | $1,853,125 | $51,522 | $25,761iApproximate average salary by contribution assumption: employee only about $644,025 at 4% or $429,350 at 6%; with 50% employer match about $429,350 at 4% or $286,233 at 6%; with 100% employer match about $322,013 at 4% or $214,675 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | $1,853,125 | $51,522 | $25,761iApproximate average salary by contribution assumption: employee only about $644,025 at 4% or $429,350 at 6%; with 50% employer match about $429,350 at 4% or $286,233 at 6%; with 100% employer match about $322,013 at 4% or $214,675 at 6%. |
| 2010 | 1 | 3 | $1,851,010 | $53,898 | $17,966iApproximate average salary by contribution assumption: employee only about $449,150 at 4% or $299,433 at 6%; with 50% employer match about $299,433 at 4% or $199,622 at 6%; with 100% employer match about $224,575 at 4% or $149,717 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $1,851,010 | $53,898 | $17,966iApproximate average salary by contribution assumption: employee only about $449,150 at 4% or $299,433 at 6%; with 50% employer match about $299,433 at 4% or $199,622 at 6%; with 100% employer match about $224,575 at 4% or $149,717 at 6%. |
| 2009 | 1 | 3 | $1,782,463 | $52,870 | $17,623iApproximate average salary by contribution assumption: employee only about $440,583 at 4% or $293,722 at 6%; with 50% employer match about $293,722 at 4% or $195,815 at 6%; with 100% employer match about $220,292 at 4% or $146,861 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $1,782,463 | $52,870 | $17,623iApproximate average salary by contribution assumption: employee only about $440,583 at 4% or $293,722 at 6%; with 50% employer match about $293,722 at 4% or $195,815 at 6%; with 100% employer match about $220,292 at 4% or $146,861 at 6%. |
| 2008 | 1 | 2 | $1,670,644 | $53,950 | $26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | $1,670,644 | $53,950 | $26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $1,822,442 | $45,618 | $22,809iApproximate average salary by contribution assumption: employee only about $570,225 at 4% or $380,150 at 6%; with 50% employer match about $380,150 at 4% or $253,433 at 6%; with 100% employer match about $285,113 at 4% or $190,075 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | $1,822,442 | $45,618 | $22,809iApproximate average salary by contribution assumption: employee only about $570,225 at 4% or $380,150 at 6%; with 50% employer match about $380,150 at 4% or $253,433 at 6%; with 100% employer match about $285,113 at 4% or $190,075 at 6%. |
| 2005 | 1 | 2 | $1,608,870 | $43,182 | $21,591iApproximate average salary by contribution assumption: employee only about $539,775 at 4% or $359,850 at 6%; with 50% employer match about $359,850 at 4% or $239,900 at 6%; with 100% employer match about $269,888 at 4% or $179,925 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | $1,608,870 | $43,182 | $21,591iApproximate average salary by contribution assumption: employee only about $539,775 at 4% or $359,850 at 6%; with 50% employer match about $359,850 at 4% or $239,900 at 6%; with 100% employer match about $269,888 at 4% or $179,925 at 6%. |
| 2004 | 1 | 2 | $0 | $0 | - |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | - | - | - |
| 2003 | 1 | 2 | $1,329,109 | $40,780 | $20,390iApproximate average salary by contribution assumption: employee only about $509,750 at 4% or $339,833 at 6%; with 50% employer match about $339,833 at 4% or $226,556 at 6%; with 100% employer match about $254,875 at 4% or $169,917 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | $1,329,109 | $40,780 | $20,390iApproximate average salary by contribution assumption: employee only about $509,750 at 4% or $339,833 at 6%; with 50% employer match about $339,833 at 4% or $226,556 at 6%; with 100% employer match about $254,875 at 4% or $169,917 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 3 | $1,822,538 | $33,197 | $11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%. |
| Milton D. Bernard, D.D.S PC. Age-Weighted Profit Sharing Plan | - | 3 | $1,822,538 | $33,197 | $11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%. |