J. Fredrick Heaton, DMD, Pa
Plan context: J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust
EIN 52-1250067 • Easton, MD • 26 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
6
2021 Assets
$190,836
2021 Contributions
$3,750
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2020 | 1 | 6 | $190,836 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 6 | $190,836 | - | - |
| 2019 | 1 | 6 | $180,029 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 6 | $180,029 | - | - |
| 2018 | 1 | 6 | $224,488 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 6 | $224,488 | - | - |
| 2017 | 1 | 6 | $347,924 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 6 | $347,924 | - | - |
| 2016 | 1 | 6 | $355,859 | $3,750 | $625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 6 | $355,859 | $3,750 | $625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%. |
| 2015 | 1 | 5 | $390,031 | $3,000 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $390,031 | $3,000 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| 2014 | 1 | 5 | $386,607 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $386,607 | - | - |
| 2013 | 1 | 5 | $350,093 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $350,093 | - | - |
| 2012 | 1 | 5 | $328,834 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $328,834 | - | - |
| 2011 | 1 | 5 | $463,157 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $463,157 | - | - |
| 2010 | 1 | 5 | $970,686 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $970,686 | - | - |
| 2009 | 1 | 5 | $1,004,006 | $2,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $1,004,006 | $2,000 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| 2008 | 1 | 5 | $938,544 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | $938,544 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2006 | 1 | 4 | $948,441 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | $948,441 | - | - |
| 2005 | 1 | 3 | $793,079 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 3 | $793,079 | - | - |
| 2004 | 1 | 4 | $765,296 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | $765,296 | - | - |
| 2003 | 1 | 4 | $700,163 | $45,212 | $11,303iApproximate average salary by contribution assumption: employee only about $282,575 at 4% or $188,383 at 6%; with 50% employer match about $188,383 at 4% or $125,589 at 6%; with 100% employer match about $141,288 at 4% or $94,192 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | $700,163 | $45,212 | $11,303iApproximate average salary by contribution assumption: employee only about $282,575 at 4% or $188,383 at 6%; with 50% employer match about $188,383 at 4% or $125,589 at 6%; with 100% employer match about $141,288 at 4% or $94,192 at 6%. |
| 2002 | 2 | 4 | $0 | $0 | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | - | - | - |
| J. FREDRICK HEATON, DMD, PA MONEY PURCHASE PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| J. FREDRICK HEATON, DMD, PA MONEY PURCHASE PENSION PLAN AND TRUST | - | 4 | - | - | - |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 2 | 4 | $560,147 | $40,868 | $10,217iApproximate average salary by contribution assumption: employee only about $255,425 at 4% or $170,283 at 6%; with 50% employer match about $170,283 at 4% or $113,522 at 6%; with 100% employer match about $127,713 at 4% or $85,142 at 6%. |
| J. FREDRICK HEATON, DMD, PA MONEY PURCHASE PENSION PLAN AND TRUST | - | 4 | $413,742 | $21,268 | $5,317iApproximate average salary by contribution assumption: employee only about $132,925 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,308 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | $146,405 | $19,600 | $4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%. |
| 1999 | 1 | 4 | $134,759 | $22,753 | $5,688iApproximate average salary by contribution assumption: employee only about $142,206 at 4% or $94,804 at 6%; with 50% employer match about $94,804 at 4% or $63,203 at 6%; with 100% employer match about $71,103 at 4% or $47,402 at 6%. |
| J. Fredrick Heaton, DMD, Pa Profit Sharing Plan and Trust | - | 4 | $134,759 | $22,753 | $5,688iApproximate average salary by contribution assumption: employee only about $142,206 at 4% or $94,804 at 6%; with 50% employer match about $94,804 at 4% or $63,203 at 6%; with 100% employer match about $71,103 at 4% or $47,402 at 6%. |