Civic Intelligence

James R. Urick, Dds

Plan context: James R. Urick, Dds Retirement Plan and Trust

EIN 52-2354702 • 15 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,467,992

2024 Contributions

$57,650

Historical Graphs

Total Assets Over Time

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

$1,467,992$733,996$0201020172024YearValue
$1,467,992Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest year 2024

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
202417$1,467,992$57,650$8,236iApproximate average salary by contribution assumption: employee only about $205,893 at 4% or $137,262 at 6%; with 50% employer match about $137,262 at 4% or $91,508 at 6%; with 100% employer match about $102,946 at 4% or $68,631 at 6%.
James R. Urick, Dds Retirement Plan and Trust-7$1,467,992$57,650$8,236iApproximate average salary by contribution assumption: employee only about $205,893 at 4% or $137,262 at 6%; with 50% employer match about $137,262 at 4% or $91,508 at 6%; with 100% employer match about $102,946 at 4% or $68,631 at 6%.
202315$1,334,710$116,735$23,347iApproximate average salary by contribution assumption: employee only about $583,675 at 4% or $389,117 at 6%; with 50% employer match about $389,117 at 4% or $259,411 at 6%; with 100% employer match about $291,838 at 4% or $194,558 at 6%.
James R. Urick, Dds Retirement Plan and Trust-5$1,334,710$116,735$23,347iApproximate average salary by contribution assumption: employee only about $583,675 at 4% or $389,117 at 6%; with 50% employer match about $389,117 at 4% or $259,411 at 6%; with 100% employer match about $291,838 at 4% or $194,558 at 6%.
202214$1,044,465$73,578$18,395iApproximate average salary by contribution assumption: employee only about $459,863 at 4% or $306,575 at 6%; with 50% employer match about $306,575 at 4% or $204,383 at 6%; with 100% employer match about $229,931 at 4% or $153,288 at 6%.
James R. Urick, Dds Retirement Plan and Trust-4$1,044,465$73,578$18,395iApproximate average salary by contribution assumption: employee only about $459,863 at 4% or $306,575 at 6%; with 50% employer match about $306,575 at 4% or $204,383 at 6%; with 100% employer match about $229,931 at 4% or $153,288 at 6%.
202114$1,303,608$67,609$16,902iApproximate average salary by contribution assumption: employee only about $422,556 at 4% or $281,704 at 6%; with 50% employer match about $281,704 at 4% or $187,803 at 6%; with 100% employer match about $211,278 at 4% or $140,852 at 6%.
James R. Urick, Dds Retirement Plan and Trust-4$1,303,608$67,609$16,902iApproximate average salary by contribution assumption: employee only about $422,556 at 4% or $281,704 at 6%; with 50% employer match about $281,704 at 4% or $187,803 at 6%; with 100% employer match about $211,278 at 4% or $140,852 at 6%.
202015$1,118,371$35,157$7,031iApproximate average salary by contribution assumption: employee only about $175,785 at 4% or $117,190 at 6%; with 50% employer match about $117,190 at 4% or $78,127 at 6%; with 100% employer match about $87,893 at 4% or $58,595 at 6%.
James R. Urick, Dds Retirement Plan and Trust-5$1,118,371$35,157$7,031iApproximate average salary by contribution assumption: employee only about $175,785 at 4% or $117,190 at 6%; with 50% employer match about $117,190 at 4% or $78,127 at 6%; with 100% employer match about $87,893 at 4% or $58,595 at 6%.
201915$928,343$86,763$17,353iApproximate average salary by contribution assumption: employee only about $433,815 at 4% or $289,210 at 6%; with 50% employer match about $289,210 at 4% or $192,807 at 6%; with 100% employer match about $216,907 at 4% or $144,605 at 6%.
James R. Urick, Dds Retirement Plan and Trust-5$928,343$86,763$17,353iApproximate average salary by contribution assumption: employee only about $433,815 at 4% or $289,210 at 6%; with 50% employer match about $289,210 at 4% or $192,807 at 6%; with 100% employer match about $216,907 at 4% or $144,605 at 6%.
201815$714,437$69,239$13,848iApproximate average salary by contribution assumption: employee only about $346,195 at 4% or $230,797 at 6%; with 50% employer match about $230,797 at 4% or $153,864 at 6%; with 100% employer match about $173,098 at 4% or $115,398 at 6%.
James R. Urick, Dds Retirement Plan and Trust-5$714,437$69,239$13,848iApproximate average salary by contribution assumption: employee only about $346,195 at 4% or $230,797 at 6%; with 50% employer match about $230,797 at 4% or $153,864 at 6%; with 100% employer match about $173,098 at 4% or $115,398 at 6%.
201716$711,109$91,308$15,218iApproximate average salary by contribution assumption: employee only about $380,450 at 4% or $253,633 at 6%; with 50% employer match about $253,633 at 4% or $169,089 at 6%; with 100% employer match about $190,225 at 4% or $126,817 at 6%.
James R. Urick, Dds Retirement Plan and Trust-6$711,109$91,308$15,218iApproximate average salary by contribution assumption: employee only about $380,450 at 4% or $253,633 at 6%; with 50% employer match about $253,633 at 4% or $169,089 at 6%; with 100% employer match about $190,225 at 4% or $126,817 at 6%.
201616$543,742$56,489$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
James R. Urick, Dds Retirement Plan and Trust-6$543,742$56,489$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
201515$467,896$66,207$13,241iApproximate average salary by contribution assumption: employee only about $331,035 at 4% or $220,690 at 6%; with 50% employer match about $220,690 at 4% or $147,127 at 6%; with 100% employer match about $165,518 at 4% or $110,345 at 6%.
James R. Urick, Dds Retirement Plan and Trust-5$467,896$66,207$13,241iApproximate average salary by contribution assumption: employee only about $331,035 at 4% or $220,690 at 6%; with 50% employer match about $220,690 at 4% or $147,127 at 6%; with 100% employer match about $165,518 at 4% or $110,345 at 6%.
201416$413,715$63,421$10,570iApproximate average salary by contribution assumption: employee only about $264,254 at 4% or $176,169 at 6%; with 50% employer match about $176,169 at 4% or $117,446 at 6%; with 100% employer match about $132,127 at 4% or $88,085 at 6%.
James R. Urick, Dds Retirement Plan and Trust-6$413,715$63,421$10,570iApproximate average salary by contribution assumption: employee only about $264,254 at 4% or $176,169 at 6%; with 50% employer match about $176,169 at 4% or $117,446 at 6%; with 100% employer match about $132,127 at 4% or $88,085 at 6%.
201316$364,786$47,586$7,931iApproximate average salary by contribution assumption: employee only about $198,275 at 4% or $132,183 at 6%; with 50% employer match about $132,183 at 4% or $88,122 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
James R. Urick, Dds Retirement Plan and Trust-6$364,786$47,586$7,931iApproximate average salary by contribution assumption: employee only about $198,275 at 4% or $132,183 at 6%; with 50% employer match about $132,183 at 4% or $88,122 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
201216$295,369$27,046$4,508iApproximate average salary by contribution assumption: employee only about $112,692 at 4% or $75,128 at 6%; with 50% employer match about $75,128 at 4% or $50,085 at 6%; with 100% employer match about $56,346 at 4% or $37,564 at 6%.
James R. Urick, Dds Retirement Plan and Trust-6$295,369$27,046$4,508iApproximate average salary by contribution assumption: employee only about $112,692 at 4% or $75,128 at 6%; with 50% employer match about $75,128 at 4% or $50,085 at 6%; with 100% employer match about $56,346 at 4% or $37,564 at 6%.
201117$246,186$49,525$7,075iApproximate average salary by contribution assumption: employee only about $176,875 at 4% or $117,917 at 6%; with 50% employer match about $117,917 at 4% or $78,611 at 6%; with 100% employer match about $88,438 at 4% or $58,958 at 6%.
James R. Urick, Dds Retirement Plan and Trust-7$246,186$49,525$7,075iApproximate average salary by contribution assumption: employee only about $176,875 at 4% or $117,917 at 6%; with 50% employer match about $117,917 at 4% or $78,611 at 6%; with 100% employer match about $88,438 at 4% or $58,958 at 6%.
201017$192,904$180,636$25,805iApproximate average salary by contribution assumption: employee only about $645,129 at 4% or $430,086 at 6%; with 50% employer match about $430,086 at 4% or $286,724 at 6%; with 100% employer match about $322,564 at 4% or $215,043 at 6%.
James R. Urick, Dds Retirement Plan and Trust-7$192,904$180,636$25,805iApproximate average salary by contribution assumption: employee only about $645,129 at 4% or $430,086 at 6%; with 50% employer match about $430,086 at 4% or $286,724 at 6%; with 100% employer match about $322,564 at 4% or $215,043 at 6%.