Civic Intelligence

Raymond C. Obertone, Jr., D.D.S.

Plan context: Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust

EIN 54-1088820 • 12 filings • 5 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$1,760,815

2007 Contributions

$47,752

Historical Graphs

Total Assets Over Time

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

$1,760,815$880,408$0199920042006YearValue
$1,760,815Latest year 2006

Participants Over Time

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

320199920032006YearValue
3Latest year 2006

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
200710$0$0-
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-0---
200613$1,760,815$47,752$15,917iApproximate average salary by contribution assumption: employee only about $397,933 at 4% or $265,289 at 6%; with 50% employer match about $265,289 at 4% or $176,859 at 6%; with 100% employer match about $198,967 at 4% or $132,644 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-3$1,760,815$47,752$15,917iApproximate average salary by contribution assumption: employee only about $397,933 at 4% or $265,289 at 6%; with 50% employer match about $265,289 at 4% or $176,859 at 6%; with 100% employer match about $198,967 at 4% or $132,644 at 6%.
200513$1,490,873$55,061$18,354iApproximate average salary by contribution assumption: employee only about $458,842 at 4% or $305,894 at 6%; with 50% employer match about $305,894 at 4% or $203,930 at 6%; with 100% employer match about $229,421 at 4% or $152,947 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-3$1,490,873$55,061$18,354iApproximate average salary by contribution assumption: employee only about $458,842 at 4% or $305,894 at 6%; with 50% employer match about $305,894 at 4% or $203,930 at 6%; with 100% employer match about $229,421 at 4% or $152,947 at 6%.
200412$1,324,158$43,977$21,989iApproximate average salary by contribution assumption: employee only about $549,713 at 4% or $366,475 at 6%; with 50% employer match about $366,475 at 4% or $244,317 at 6%; with 100% employer match about $274,856 at 4% or $183,238 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-2$1,324,158$43,977$21,989iApproximate average salary by contribution assumption: employee only about $549,713 at 4% or $366,475 at 6%; with 50% employer match about $366,475 at 4% or $244,317 at 6%; with 100% employer match about $274,856 at 4% or $183,238 at 6%.
200312$1,162,963$46,250$23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-2$1,162,963$46,250$23,125iApproximate average salary by contribution assumption: employee only about $578,125 at 4% or $385,417 at 6%; with 50% employer match about $385,417 at 4% or $256,944 at 6%; with 100% employer match about $289,063 at 4% or $192,708 at 6%.
200212$0$0-
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-2---
200123$0$0-
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-3---
Raymond C. Obertone, Jr., D.D.S. PC. Money Purchase Pension Plan and Trust-3---
200023$0$0-
Raymond C. Obertone, Jr., D.D.S. PC. Money Purchase Pension Plan and Trust-3---
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-3---
199923$1,056,727$46,132$15,377iApproximate average salary by contribution assumption: employee only about $384,433 at 4% or $256,289 at 6%; with 50% employer match about $256,289 at 4% or $170,859 at 6%; with 100% employer match about $192,217 at 4% or $128,144 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Age Weighted Profit Sharing Plan and Trust-3$866,409$23,689$7,896iApproximate average salary by contribution assumption: employee only about $197,408 at 4% or $131,606 at 6%; with 50% employer match about $131,606 at 4% or $87,737 at 6%; with 100% employer match about $98,704 at 4% or $65,803 at 6%.
Raymond C. Obertone, Jr., D.D.S. PC. Money Purchase Pension Plan and Trust-3$190,318$22,443$7,481iApproximate average salary by contribution assumption: employee only about $187,025 at 4% or $124,683 at 6%; with 50% employer match about $124,683 at 4% or $83,122 at 6%; with 100% employer match about $93,513 at 4% or $62,342 at 6%.