Civic Intelligence

Barry Wolfe, D.D.S & Joseph H. Penn D.M.D.

Plan context: Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust

EIN 54-1038896 • Roanoke, VA • 14 filings • 4 plans

4405 Starkey Road, Suite ARoanoke, VA 24018
Current Snapshot

Latest Year

2012

2012 Participants

9

2012 Assets

$3,743,913

2012 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$3,827,050$1,913,525$0199920052011YearValue
$3,743,913Latest year 2011

Participants Over Time

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

1370199920052011YearValue
9Latest year 2011

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
201210$0$0-
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-0$0--
201119$3,743,913$0-
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-9$3,743,913--
201019$3,827,050$45,000$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%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-9$3,827,050$45,000$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%.
2009113$3,486,575$87,072$6,698iApproximate average salary by contribution assumption: employee only about $167,446 at 4% or $111,631 at 6%; with 50% employer match about $111,631 at 4% or $74,421 at 6%; with 100% employer match about $83,723 at 4% or $55,815 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-13$3,486,575$87,072$6,698iApproximate average salary by contribution assumption: employee only about $167,446 at 4% or $111,631 at 6%; with 50% employer match about $111,631 at 4% or $74,421 at 6%; with 100% employer match about $83,723 at 4% or $55,815 at 6%.
2008112$2,912,275$85,000$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-12$2,912,275$85,000$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
2007111$3,567,434$85,000$7,727iApproximate average salary by contribution assumption: employee only about $193,182 at 4% or $128,788 at 6%; with 50% employer match about $128,788 at 4% or $85,859 at 6%; with 100% employer match about $96,591 at 4% or $64,394 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-11$3,567,434$85,000$7,727iApproximate average salary by contribution assumption: employee only about $193,182 at 4% or $128,788 at 6%; with 50% employer match about $128,788 at 4% or $85,859 at 6%; with 100% employer match about $96,591 at 4% or $64,394 at 6%.
2006111$3,299,807$85,000$7,727iApproximate average salary by contribution assumption: employee only about $193,182 at 4% or $128,788 at 6%; with 50% employer match about $128,788 at 4% or $85,859 at 6%; with 100% employer match about $96,591 at 4% or $64,394 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-11$3,299,807$85,000$7,727iApproximate average salary by contribution assumption: employee only about $193,182 at 4% or $128,788 at 6%; with 50% employer match about $128,788 at 4% or $85,859 at 6%; with 100% employer match about $96,591 at 4% or $64,394 at 6%.
2005113$2,979,695$75,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-13$2,979,695$75,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
2004110$2,834,127$50,000$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%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-10$2,834,127$50,000$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%.
2003110$2,573,425$45,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-10$2,573,425$45,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
2002113$2,053,308$45,000$3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-13$2,053,308$45,000$3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%.
2001113$2,327,355$45,000$3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-13$2,327,355$45,000$3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%.
2000113$2,363,350$35,000$2,692iApproximate average salary by contribution assumption: employee only about $67,308 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,915 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-13$2,363,350$35,000$2,692iApproximate average salary by contribution assumption: employee only about $67,308 at 4% or $44,872 at 6%; with 50% employer match about $44,872 at 4% or $29,915 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%.
1999110$2,560,884$34,262$3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,103 at 6%; with 50% employer match about $57,103 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%.
Barry Wolfe, D.D.S. and Joseph H. Penn, D.M.D. Employee Profit Sharing Plan and Trust-10$2,560,884$34,262$3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,103 at 6%; with 50% employer match about $57,103 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%.