Richard H. Tate Dds Ltd
Plan context: Richard H. Tate Dds Ltd 401K Profit Sharing Plan
EIN 54-0944858 • Salem, VA • 24 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$1,244,462
2019 Contributions
$72,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2018 | 1 | 5 | $1,244,462 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 5 | $1,244,462 | - | - |
| 2017 | 1 | 12 | $7,070,255 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | $7,070,255 | - | - |
| 2016 | 1 | 12 | $8,386,409 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | $8,386,409 | - | - |
| 2015 | 1 | 12 | $8,542,938 | $72,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | $8,542,938 | $72,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2014 | 1 | 11 | $7,776,252 | $102,210 | $9,292iApproximate average salary by contribution assumption: employee only about $232,295 at 4% or $154,864 at 6%; with 50% employer match about $154,864 at 4% or $103,242 at 6%; with 100% employer match about $116,148 at 4% or $77,432 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $7,776,252 | $102,210 | $9,292iApproximate average salary by contribution assumption: employee only about $232,295 at 4% or $154,864 at 6%; with 50% employer match about $154,864 at 4% or $103,242 at 6%; with 100% employer match about $116,148 at 4% or $77,432 at 6%. |
| 2013 | 1 | 11 | $8,251,429 | $99,482 | $9,044iApproximate average salary by contribution assumption: employee only about $226,095 at 4% or $150,730 at 6%; with 50% employer match about $150,730 at 4% or $100,487 at 6%; with 100% employer match about $113,048 at 4% or $75,365 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $8,251,429 | $99,482 | $9,044iApproximate average salary by contribution assumption: employee only about $226,095 at 4% or $150,730 at 6%; with 50% employer match about $150,730 at 4% or $100,487 at 6%; with 100% employer match about $113,048 at 4% or $75,365 at 6%. |
| 2012 | 1 | 11 | $7,465,311 | $97,967 | $8,906iApproximate average salary by contribution assumption: employee only about $222,652 at 4% or $148,435 at 6%; with 50% employer match about $148,435 at 4% or $98,957 at 6%; with 100% employer match about $111,326 at 4% or $74,217 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $7,465,311 | $97,967 | $8,906iApproximate average salary by contribution assumption: employee only about $222,652 at 4% or $148,435 at 6%; with 50% employer match about $148,435 at 4% or $98,957 at 6%; with 100% employer match about $111,326 at 4% or $74,217 at 6%. |
| 2011 | 1 | 11 | $6,454,113 | $96,262 | $8,751iApproximate average salary by contribution assumption: employee only about $218,777 at 4% or $145,852 at 6%; with 50% employer match about $145,852 at 4% or $97,234 at 6%; with 100% employer match about $109,389 at 4% or $72,926 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $6,454,113 | $96,262 | $8,751iApproximate average salary by contribution assumption: employee only about $218,777 at 4% or $145,852 at 6%; with 50% employer match about $145,852 at 4% or $97,234 at 6%; with 100% employer match about $109,389 at 4% or $72,926 at 6%. |
| 2010 | 1 | 11 | $5,396,446 | $95,378 | $8,671iApproximate average salary by contribution assumption: employee only about $216,768 at 4% or $144,512 at 6%; with 50% employer match about $144,512 at 4% or $96,341 at 6%; with 100% employer match about $108,384 at 4% or $72,256 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $5,396,446 | $95,378 | $8,671iApproximate average salary by contribution assumption: employee only about $216,768 at 4% or $144,512 at 6%; with 50% employer match about $144,512 at 4% or $96,341 at 6%; with 100% employer match about $108,384 at 4% or $72,256 at 6%. |
| 2009 | 1 | 11 | $5,807,911 | $119,642 | $10,877iApproximate average salary by contribution assumption: employee only about $271,914 at 4% or $181,276 at 6%; with 50% employer match about $181,276 at 4% or $120,851 at 6%; with 100% employer match about $135,957 at 4% or $90,638 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $5,807,911 | $119,642 | $10,877iApproximate average salary by contribution assumption: employee only about $271,914 at 4% or $181,276 at 6%; with 50% employer match about $181,276 at 4% or $120,851 at 6%; with 100% employer match about $135,957 at 4% or $90,638 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 1 | 11 | $7,460,722 | $103,504 | $9,409iApproximate average salary by contribution assumption: employee only about $235,236 at 4% or $156,824 at 6%; with 50% employer match about $156,824 at 4% or $104,549 at 6%; with 100% employer match about $117,618 at 4% or $78,412 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $7,460,722 | $103,504 | $9,409iApproximate average salary by contribution assumption: employee only about $235,236 at 4% or $156,824 at 6%; with 50% employer match about $156,824 at 4% or $104,549 at 6%; with 100% employer match about $117,618 at 4% or $78,412 at 6%. |
| 2005 | 1 | 11 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2004 | 1 | 11 | $5,541,410 | $97,526 | $8,866iApproximate average salary by contribution assumption: employee only about $221,650 at 4% or $147,767 at 6%; with 50% employer match about $147,767 at 4% or $98,511 at 6%; with 100% employer match about $110,825 at 4% or $73,883 at 6%. |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | $5,541,410 | $97,526 | $8,866iApproximate average salary by contribution assumption: employee only about $221,650 at 4% or $147,767 at 6%; with 50% employer match about $147,767 at 4% or $98,511 at 6%; with 100% employer match about $110,825 at 4% or $73,883 at 6%. |
| 2003 | 2 | 12 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |
| GEORGE S. TATE JR DDS LTD PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 11 | $2,204,895 | $0 | - |
| GEORGE S. TATE JR DDS LTD PENSION PLAN | - | 11 | $2,204,895 | - | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 2 | 13 | $0 | $0 | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |
| GEORGE S. TATE JR DDS LTD PENSION PLAN | - | 13 | - | - | - |
| 2000 | 2 | 13 | $0 | $0 | - |
| GEORGE S. TATE JR DDS LTD PENSION PLAN | - | 13 | - | - | - |
| Richard H. Tate Dds Ltd 401K Profit Sharing Plan | - | 12 | - | - | - |