Civic Intelligence

John R. Graf, D.D.S.

Plan context: Self Employed Retirement Trust Plan of John F, Graf

EIN 55-0489928 • 8 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$776,587

2005 Contributions

$45,519

Historical Graphs

Total Assets Over Time

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

$1,197,660$598,830$0199920022004YearValue
$776,587Latest year 2004

Participants Over Time

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

320199920022004YearValue
3Latest year 2004

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
200510$0$0-
Self Employed Retirement Trust Plan of John F, Graf-0---
200413$776,587$45,519$15,173iApproximate average salary by contribution assumption: employee only about $379,325 at 4% or $252,883 at 6%; with 50% employer match about $252,883 at 4% or $168,589 at 6%; with 100% employer match about $189,663 at 4% or $126,442 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$776,587$45,519$15,173iApproximate average salary by contribution assumption: employee only about $379,325 at 4% or $252,883 at 6%; with 50% employer match about $252,883 at 4% or $168,589 at 6%; with 100% employer match about $189,663 at 4% or $126,442 at 6%.
200313$696,640$43,516$14,505iApproximate average salary by contribution assumption: employee only about $362,633 at 4% or $241,756 at 6%; with 50% employer match about $241,756 at 4% or $161,170 at 6%; with 100% employer match about $181,317 at 4% or $120,878 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$696,640$43,516$14,505iApproximate average salary by contribution assumption: employee only about $362,633 at 4% or $241,756 at 6%; with 50% employer match about $241,756 at 4% or $161,170 at 6%; with 100% employer match about $181,317 at 4% or $120,878 at 6%.
200223$1,197,660$91,680$30,560iApproximate average salary by contribution assumption: employee only about $764,000 at 4% or $509,333 at 6%; with 50% employer match about $509,333 at 4% or $339,556 at 6%; with 100% employer match about $382,000 at 4% or $254,667 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$598,830$45,840$15,280iApproximate average salary by contribution assumption: employee only about $382,000 at 4% or $254,667 at 6%; with 50% employer match about $254,667 at 4% or $169,778 at 6%; with 100% employer match about $191,000 at 4% or $127,333 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$598,830$45,840$15,280iApproximate average salary by contribution assumption: employee only about $382,000 at 4% or $254,667 at 6%; with 50% employer match about $254,667 at 4% or $169,778 at 6%; with 100% employer match about $191,000 at 4% or $127,333 at 6%.
200113$0$0-
Self Employed Retirement Trust Plan of John F, Graf-3---
200013$573,012$13,737$4,579iApproximate average salary by contribution assumption: employee only about $114,475 at 4% or $76,317 at 6%; with 50% employer match about $76,317 at 4% or $50,878 at 6%; with 100% employer match about $57,238 at 4% or $38,158 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$573,012$13,737$4,579iApproximate average salary by contribution assumption: employee only about $114,475 at 4% or $76,317 at 6%; with 50% employer match about $76,317 at 4% or $50,878 at 6%; with 100% employer match about $57,238 at 4% or $38,158 at 6%.
199913$568,875$14,959$4,986iApproximate average salary by contribution assumption: employee only about $124,658 at 4% or $83,106 at 6%; with 50% employer match about $83,106 at 4% or $55,404 at 6%; with 100% employer match about $62,329 at 4% or $41,553 at 6%.
Self Employed Retirement Trust Plan of John F, Graf-3$568,875$14,959$4,986iApproximate average salary by contribution assumption: employee only about $124,658 at 4% or $83,106 at 6%; with 50% employer match about $83,106 at 4% or $55,404 at 6%; with 100% employer match about $62,329 at 4% or $41,553 at 6%.