Civic Intelligence

Haley P. Tate, D.D.S., P.A.

Plan context: Haley P. Tate, D.D.S., P.A. Retirement Income Plan

EIN 52-2285600 • New Market, MD • 20 filings • 4 plans

11834 Old National PikeNew Market, MD 21774-6204
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$1,045,657

2018 Contributions

$67,466

Historical Graphs

Total Assets Over Time

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

$1,045,657$522,829$0200220102017YearValue
$1,045,657Latest year 2017

Participants Over Time

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

740200120092017YearValue
6Latest year 2017

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
201810$0$0-
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-0$0$0-
201716$1,045,657$67,466$11,244iApproximate average salary by contribution assumption: employee only about $281,108 at 4% or $187,406 at 6%; with 50% employer match about $187,406 at 4% or $124,937 at 6%; with 100% employer match about $140,554 at 4% or $93,703 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-6$1,045,657$67,466$11,244iApproximate average salary by contribution assumption: employee only about $281,108 at 4% or $187,406 at 6%; with 50% employer match about $187,406 at 4% or $124,937 at 6%; with 100% employer match about $140,554 at 4% or $93,703 at 6%.
201617$867,980$79,914$11,416iApproximate average salary by contribution assumption: employee only about $285,407 at 4% or $190,271 at 6%; with 50% employer match about $190,271 at 4% or $126,848 at 6%; with 100% employer match about $142,704 at 4% or $95,136 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-7$867,980$79,914$11,416iApproximate average salary by contribution assumption: employee only about $285,407 at 4% or $190,271 at 6%; with 50% employer match about $190,271 at 4% or $126,848 at 6%; with 100% employer match about $142,704 at 4% or $95,136 at 6%.
201517$723,781$58,448$8,350iApproximate average salary by contribution assumption: employee only about $208,743 at 4% or $139,162 at 6%; with 50% employer match about $139,162 at 4% or $92,775 at 6%; with 100% employer match about $104,371 at 4% or $69,581 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-7$723,781$58,448$8,350iApproximate average salary by contribution assumption: employee only about $208,743 at 4% or $139,162 at 6%; with 50% employer match about $139,162 at 4% or $92,775 at 6%; with 100% employer match about $104,371 at 4% or $69,581 at 6%.
201415$687,557$56,137$11,227iApproximate average salary by contribution assumption: employee only about $280,685 at 4% or $187,123 at 6%; with 50% employer match about $187,123 at 4% or $124,749 at 6%; with 100% employer match about $140,343 at 4% or $93,562 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-5$687,557$56,137$11,227iApproximate average salary by contribution assumption: employee only about $280,685 at 4% or $187,123 at 6%; with 50% employer match about $187,123 at 4% or $124,749 at 6%; with 100% employer match about $140,343 at 4% or $93,562 at 6%.
201315$599,743$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-5$599,743$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201215$485,860$0-
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-5$485,860$0-
201113$436,646$11,071$3,690iApproximate average salary by contribution assumption: employee only about $92,258 at 4% or $61,506 at 6%; with 50% employer match about $61,506 at 4% or $41,004 at 6%; with 100% employer match about $46,129 at 4% or $30,753 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$436,646$11,071$3,690iApproximate average salary by contribution assumption: employee only about $92,258 at 4% or $61,506 at 6%; with 50% employer match about $61,506 at 4% or $41,004 at 6%; with 100% employer match about $46,129 at 4% or $30,753 at 6%.
201013$446,052$35,288$11,763iApproximate average salary by contribution assumption: employee only about $294,067 at 4% or $196,044 at 6%; with 50% employer match about $196,044 at 4% or $130,696 at 6%; with 100% employer match about $147,033 at 4% or $98,022 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$446,052$35,288$11,763iApproximate average salary by contribution assumption: employee only about $294,067 at 4% or $196,044 at 6%; with 50% employer match about $196,044 at 4% or $130,696 at 6%; with 100% employer match about $147,033 at 4% or $98,022 at 6%.
200913$371,629$39,226$13,075iApproximate average salary by contribution assumption: employee only about $326,883 at 4% or $217,922 at 6%; with 50% employer match about $217,922 at 4% or $145,281 at 6%; with 100% employer match about $163,442 at 4% or $108,961 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$371,629$39,226$13,075iApproximate average salary by contribution assumption: employee only about $326,883 at 4% or $217,922 at 6%; with 50% employer match about $217,922 at 4% or $145,281 at 6%; with 100% employer match about $163,442 at 4% or $108,961 at 6%.
200813$236,840$39,620$13,207iApproximate average salary by contribution assumption: employee only about $330,167 at 4% or $220,111 at 6%; with 50% employer match about $220,111 at 4% or $146,741 at 6%; with 100% employer match about $165,083 at 4% or $110,056 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$236,840$39,620$13,207iApproximate average salary by contribution assumption: employee only about $330,167 at 4% or $220,111 at 6%; with 50% employer match about $220,111 at 4% or $146,741 at 6%; with 100% employer match about $165,083 at 4% or $110,056 at 6%.
200712$364,147$30,118$15,059iApproximate average salary by contribution assumption: employee only about $376,475 at 4% or $250,983 at 6%; with 50% employer match about $250,983 at 4% or $167,322 at 6%; with 100% employer match about $188,238 at 4% or $125,492 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-2$364,147$30,118$15,059iApproximate average salary by contribution assumption: employee only about $376,475 at 4% or $250,983 at 6%; with 50% employer match about $250,983 at 4% or $167,322 at 6%; with 100% employer match about $188,238 at 4% or $125,492 at 6%.
200613$323,632$42,637$14,212iApproximate average salary by contribution assumption: employee only about $355,308 at 4% or $236,872 at 6%; with 50% employer match about $236,872 at 4% or $157,915 at 6%; with 100% employer match about $177,654 at 4% or $118,436 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$323,632$42,637$14,212iApproximate average salary by contribution assumption: employee only about $355,308 at 4% or $236,872 at 6%; with 50% employer match about $236,872 at 4% or $157,915 at 6%; with 100% employer match about $177,654 at 4% or $118,436 at 6%.
200514$251,290$86,737$21,684iApproximate average salary by contribution assumption: employee only about $542,106 at 4% or $361,404 at 6%; with 50% employer match about $361,404 at 4% or $240,936 at 6%; with 100% employer match about $271,053 at 4% or $180,702 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-4$251,290$86,737$21,684iApproximate average salary by contribution assumption: employee only about $542,106 at 4% or $361,404 at 6%; with 50% employer match about $361,404 at 4% or $240,936 at 6%; with 100% employer match about $271,053 at 4% or $180,702 at 6%.
200413$152,686$49,080$16,360iApproximate average salary by contribution assumption: employee only about $409,000 at 4% or $272,667 at 6%; with 50% employer match about $272,667 at 4% or $181,778 at 6%; with 100% employer match about $204,500 at 4% or $136,333 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3$152,686$49,080$16,360iApproximate average salary by contribution assumption: employee only about $409,000 at 4% or $272,667 at 6%; with 50% employer match about $272,667 at 4% or $181,778 at 6%; with 100% employer match about $204,500 at 4% or $136,333 at 6%.
200312$98,817$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-2$98,817$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200222$66,522$29,937$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-2$66,522$29,937$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
HALEY P TATE DDS PA MONEY PURCHASE PENSION PLAN-0---
200123$0$0-
HALEY P TATE DDS PA MONEY PURCHASE PENSION PLAN-3---
Haley P. Tate, D.D.S., P.A. Retirement Income Plan-3---