Civic Intelligence

John B. Rose, III, D.D.S. Ltd.

Plan context: John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust

EIN 54-1362892 • Fredericksburg, VA • 16 filings • 5 plans

414 Chatham Square Office ParkFredericksburg, VA 22405-2561
Current Snapshot

Latest Year

2014

2014 Participants

8

2014 Assets

$2,531,386

2014 Contributions

$137,281

Historical Graphs

Total Assets Over Time

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

$2,531,386$1,265,693$0199920082014YearValue
$2,531,386Latest year 2014

Participants Over Time

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

950199920072014YearValue
8Latest year 2014

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
201418$2,531,386$137,281$17,160iApproximate average salary by contribution assumption: employee only about $429,003 at 4% or $286,002 at 6%; with 50% employer match about $286,002 at 4% or $190,668 at 6%; with 100% employer match about $214,502 at 4% or $143,001 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$2,531,386$137,281$17,160iApproximate average salary by contribution assumption: employee only about $429,003 at 4% or $286,002 at 6%; with 50% employer match about $286,002 at 4% or $190,668 at 6%; with 100% employer match about $214,502 at 4% or $143,001 at 6%.
201318$2,313,807$135,550$16,944iApproximate average salary by contribution assumption: employee only about $423,594 at 4% or $282,396 at 6%; with 50% employer match about $282,396 at 4% or $188,264 at 6%; with 100% employer match about $211,797 at 4% or $141,198 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$2,313,807$135,550$16,944iApproximate average salary by contribution assumption: employee only about $423,594 at 4% or $282,396 at 6%; with 50% employer match about $282,396 at 4% or $188,264 at 6%; with 100% employer match about $211,797 at 4% or $141,198 at 6%.
201218$1,937,845$138,419$17,302iApproximate average salary by contribution assumption: employee only about $432,559 at 4% or $288,373 at 6%; with 50% employer match about $288,373 at 4% or $192,249 at 6%; with 100% employer match about $216,280 at 4% or $144,186 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$1,937,845$138,419$17,302iApproximate average salary by contribution assumption: employee only about $432,559 at 4% or $288,373 at 6%; with 50% employer match about $288,373 at 4% or $192,249 at 6%; with 100% employer match about $216,280 at 4% or $144,186 at 6%.
201118$1,621,636$144,257$18,032iApproximate average salary by contribution assumption: employee only about $450,803 at 4% or $300,535 at 6%; with 50% employer match about $300,535 at 4% or $200,357 at 6%; with 100% employer match about $225,402 at 4% or $150,268 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$1,621,636$144,257$18,032iApproximate average salary by contribution assumption: employee only about $450,803 at 4% or $300,535 at 6%; with 50% employer match about $300,535 at 4% or $200,357 at 6%; with 100% employer match about $225,402 at 4% or $150,268 at 6%.
201019$1,495,268$132,514$14,724iApproximate average salary by contribution assumption: employee only about $368,094 at 4% or $245,396 at 6%; with 50% employer match about $245,396 at 4% or $163,598 at 6%; with 100% employer match about $184,047 at 4% or $122,698 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-9$1,495,268$132,514$14,724iApproximate average salary by contribution assumption: employee only about $368,094 at 4% or $245,396 at 6%; with 50% employer match about $245,396 at 4% or $163,598 at 6%; with 100% employer match about $184,047 at 4% or $122,698 at 6%.
200918$1,223,645$125,927$15,741iApproximate average salary by contribution assumption: employee only about $393,522 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,899 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$1,223,645$125,927$15,741iApproximate average salary by contribution assumption: employee only about $393,522 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,899 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
200817$880,747$123,341$17,620iApproximate average salary by contribution assumption: employee only about $440,504 at 4% or $293,669 at 6%; with 50% employer match about $293,669 at 4% or $195,779 at 6%; with 100% employer match about $220,252 at 4% or $146,835 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-7$880,747$123,341$17,620iApproximate average salary by contribution assumption: employee only about $440,504 at 4% or $293,669 at 6%; with 50% employer match about $293,669 at 4% or $195,779 at 6%; with 100% employer match about $220,252 at 4% or $146,835 at 6%.
200717$0$0-
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-7---
200619$0$0-
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-9---
200518$909,353$86,747$10,843iApproximate average salary by contribution assumption: employee only about $271,084 at 4% or $180,723 at 6%; with 50% employer match about $180,723 at 4% or $120,482 at 6%; with 100% employer match about $135,542 at 4% or $90,361 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$909,353$86,747$10,843iApproximate average salary by contribution assumption: employee only about $271,084 at 4% or $180,723 at 6%; with 50% employer match about $180,723 at 4% or $120,482 at 6%; with 100% employer match about $135,542 at 4% or $90,361 at 6%.
200418$755,137$108,106$13,513iApproximate average salary by contribution assumption: employee only about $337,831 at 4% or $225,221 at 6%; with 50% employer match about $225,221 at 4% or $150,147 at 6%; with 100% employer match about $168,916 at 4% or $112,610 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$755,137$108,106$13,513iApproximate average salary by contribution assumption: employee only about $337,831 at 4% or $225,221 at 6%; with 50% employer match about $225,221 at 4% or $150,147 at 6%; with 100% employer match about $168,916 at 4% or $112,610 at 6%.
200318$568,991$65,414$8,177iApproximate average salary by contribution assumption: employee only about $204,419 at 4% or $136,279 at 6%; with 50% employer match about $136,279 at 4% or $90,853 at 6%; with 100% employer match about $102,209 at 4% or $68,140 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$568,991$65,414$8,177iApproximate average salary by contribution assumption: employee only about $204,419 at 4% or $136,279 at 6%; with 50% employer match about $136,279 at 4% or $90,853 at 6%; with 100% employer match about $102,209 at 4% or $68,140 at 6%.
200218$372,200$55,917$6,990iApproximate average salary by contribution assumption: employee only about $174,741 at 4% or $116,494 at 6%; with 50% employer match about $116,494 at 4% or $77,663 at 6%; with 100% employer match about $87,370 at 4% or $58,247 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$372,200$55,917$6,990iApproximate average salary by contribution assumption: employee only about $174,741 at 4% or $116,494 at 6%; with 50% employer match about $116,494 at 4% or $77,663 at 6%; with 100% employer match about $87,370 at 4% or $58,247 at 6%.
200119$442,195$32,863$3,651iApproximate average salary by contribution assumption: employee only about $91,286 at 4% or $60,857 at 6%; with 50% employer match about $60,857 at 4% or $40,572 at 6%; with 100% employer match about $45,643 at 4% or $30,429 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-9$442,195$32,863$3,651iApproximate average salary by contribution assumption: employee only about $91,286 at 4% or $60,857 at 6%; with 50% employer match about $60,857 at 4% or $40,572 at 6%; with 100% employer match about $45,643 at 4% or $30,429 at 6%.
200018$0$0-
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8---
199918$362,555$40,953$5,119iApproximate average salary by contribution assumption: employee only about $127,978 at 4% or $85,319 at 6%; with 50% employer match about $85,319 at 4% or $56,879 at 6%; with 100% employer match about $63,989 at 4% or $42,659 at 6%.
John B. Rose, III, D.D.S. Ltd Age Weighted Profit Sharing Plan and Trust-8$362,555$40,953$5,119iApproximate average salary by contribution assumption: employee only about $127,978 at 4% or $85,319 at 6%; with 50% employer match about $85,319 at 4% or $56,879 at 6%; with 100% employer match about $63,989 at 4% or $42,659 at 6%.