Civic Intelligence

William F. Callery, D.D.S.

Plan context: WILLIAM F. CALLERY, D.D.S. 401(K) PLAN

EIN 54-1026951 • Chester, VA • 16 filings • 5 plans

10660 Michmar DriveChester, VA 23831-8469
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$1,846,909

2013 Contributions

$53,499

Historical Graphs

Total Assets Over Time

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

$1,846,909$923,455$0199920062013YearValue
$1,846,909Latest year 2013

Participants Over Time

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

1370199920062013YearValue
3Latest year 2013

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
201323$1,846,909$53,499$17,833iApproximate average salary by contribution assumption: employee only about $445,825 at 4% or $297,217 at 6%; with 50% employer match about $297,217 at 4% or $198,144 at 6%; with 100% employer match about $222,913 at 4% or $148,608 at 6%.
WILLIAM F. CALLERY, D.D.S. 401(K) PLAN-3$1,846,909$49,999$16,666iApproximate average salary by contribution assumption: employee only about $416,658 at 4% or $277,772 at 6%; with 50% employer match about $277,772 at 4% or $185,181 at 6%; with 100% employer match about $208,329 at 4% or $138,886 at 6%.
WILLIAM F. CALLERY, DDS PLC 401K PLAN-0$0$3,500-
201214$1,683,168$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
WILLIAM F. CALLERY, D.D.S. 401(K) PLAN-4$1,683,168$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2011110$1,822,084$129,398$12,940iApproximate average salary by contribution assumption: employee only about $323,495 at 4% or $215,663 at 6%; with 50% employer match about $215,663 at 4% or $143,776 at 6%; with 100% employer match about $161,748 at 4% or $107,832 at 6%.
WILLIAM F. CALLERY, D.D.S. 401(K) PLAN-10$1,822,084$129,398$12,940iApproximate average salary by contribution assumption: employee only about $323,495 at 4% or $215,663 at 6%; with 50% employer match about $215,663 at 4% or $143,776 at 6%; with 100% employer match about $161,748 at 4% or $107,832 at 6%.
2010113$1,670,473$97,398$7,492iApproximate average salary by contribution assumption: employee only about $187,304 at 4% or $124,869 at 6%; with 50% employer match about $124,869 at 4% or $83,246 at 6%; with 100% employer match about $93,652 at 4% or $62,435 at 6%.
WILLIAM F. CALLERY, D.D.S. 401(K) PLAN-13$1,670,473$97,398$7,492iApproximate average salary by contribution assumption: employee only about $187,304 at 4% or $124,869 at 6%; with 50% employer match about $124,869 at 4% or $83,246 at 6%; with 100% employer match about $93,652 at 4% or $62,435 at 6%.
2009110$1,466,102$75,404$7,540iApproximate average salary by contribution assumption: employee only about $188,510 at 4% or $125,673 at 6%; with 50% employer match about $125,673 at 4% or $83,782 at 6%; with 100% employer match about $94,255 at 4% or $62,837 at 6%.
WILLIAM F. CALLERY, D.D.S. 401(K) PLAN-10$1,466,102$75,404$7,540iApproximate average salary by contribution assumption: employee only about $188,510 at 4% or $125,673 at 6%; with 50% employer match about $125,673 at 4% or $83,782 at 6%; with 100% employer match about $94,255 at 4% or $62,837 at 6%.
200816$1,188,105$72,953$12,159iApproximate average salary by contribution assumption: employee only about $303,971 at 4% or $202,647 at 6%; with 50% employer match about $202,647 at 4% or $135,098 at 6%; with 100% employer match about $151,985 at 4% or $101,324 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-6$1,188,105$72,953$12,159iApproximate average salary by contribution assumption: employee only about $303,971 at 4% or $202,647 at 6%; with 50% employer match about $202,647 at 4% or $135,098 at 6%; with 100% employer match about $151,985 at 4% or $101,324 at 6%.
200716$0$0-
William F. Callery, D.D.S. Profit Sharing Plan and Trust-6---
200617$1,350,030$62,023$8,860iApproximate average salary by contribution assumption: employee only about $221,511 at 4% or $147,674 at 6%; with 50% employer match about $147,674 at 4% or $98,449 at 6%; with 100% employer match about $110,755 at 4% or $73,837 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-7$1,350,030$62,023$8,860iApproximate average salary by contribution assumption: employee only about $221,511 at 4% or $147,674 at 6%; with 50% employer match about $147,674 at 4% or $98,449 at 6%; with 100% employer match about $110,755 at 4% or $73,837 at 6%.
200519$1,147,726$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-9$1,147,726$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
200415$1,030,791$45,516$9,103iApproximate average salary by contribution assumption: employee only about $227,580 at 4% or $151,720 at 6%; with 50% employer match about $151,720 at 4% or $101,147 at 6%; with 100% employer match about $113,790 at 4% or $75,860 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-5$1,030,791$45,516$9,103iApproximate average salary by contribution assumption: employee only about $227,580 at 4% or $151,720 at 6%; with 50% employer match about $151,720 at 4% or $101,147 at 6%; with 100% employer match about $113,790 at 4% or $75,860 at 6%.
200314$882,367$50,927$12,732iApproximate average salary by contribution assumption: employee only about $318,294 at 4% or $212,196 at 6%; with 50% employer match about $212,196 at 4% or $141,464 at 6%; with 100% employer match about $159,147 at 4% or $106,098 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-4$882,367$50,927$12,732iApproximate average salary by contribution assumption: employee only about $318,294 at 4% or $212,196 at 6%; with 50% employer match about $212,196 at 4% or $141,464 at 6%; with 100% employer match about $159,147 at 4% or $106,098 at 6%.
200214$692,720$40,833$10,208iApproximate average salary by contribution assumption: employee only about $255,206 at 4% or $170,138 at 6%; with 50% employer match about $170,138 at 4% or $113,425 at 6%; with 100% employer match about $127,603 at 4% or $85,069 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-4$692,720$40,833$10,208iApproximate average salary by contribution assumption: employee only about $255,206 at 4% or $170,138 at 6%; with 50% employer match about $170,138 at 4% or $113,425 at 6%; with 100% employer match about $127,603 at 4% or $85,069 at 6%.
200115$0$0-
William F. Callery, D.D.S. Profit Sharing Plan and Trust-5---
200015$775,712$37,018$7,404iApproximate average salary by contribution assumption: employee only about $185,090 at 4% or $123,393 at 6%; with 50% employer match about $123,393 at 4% or $82,262 at 6%; with 100% employer match about $92,545 at 4% or $61,697 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-5$775,712$37,018$7,404iApproximate average salary by contribution assumption: employee only about $185,090 at 4% or $123,393 at 6%; with 50% employer match about $123,393 at 4% or $82,262 at 6%; with 100% employer match about $92,545 at 4% or $61,697 at 6%.
199915$773,129$32,170$6,434iApproximate average salary by contribution assumption: employee only about $160,850 at 4% or $107,233 at 6%; with 50% employer match about $107,233 at 4% or $71,489 at 6%; with 100% employer match about $80,425 at 4% or $53,617 at 6%.
William F. Callery, D.D.S. Profit Sharing Plan and Trust-5$773,129$32,170$6,434iApproximate average salary by contribution assumption: employee only about $160,850 at 4% or $107,233 at 6%; with 50% employer match about $107,233 at 4% or $71,489 at 6%; with 100% employer match about $80,425 at 4% or $53,617 at 6%.