Civic Intelligence

Jerald a. Grotstein, D.M.D.

Plan context: Jerald a. Grotstein, D.M.D. Pension Plan

EIN 56-1139844 • Cary, NC • 13 filings • 3 plans

100 Ridgeview Drive, Suite 103Cary, NC 27511
Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$247,725

2009 Contributions

$139,252

Historical Graphs

Total Assets Over Time

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

$448,346$224,173$0199920032006YearValue
$247,725Latest year 2006

Participants Over Time

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

740199920032007YearValue
7Latest year 2007

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
200910$0$0-
Jerald a. Grotstein, D.M.D. Pension Plan-0$0--
200810$0$0-
Jerald a. Grotstein, D.M.D. Pension Plan-0---
200717$0$0-
Jerald a. Grotstein, D.M.D. Pension Plan-7---
200625$247,725$139,252$27,850iApproximate average salary by contribution assumption: employee only about $696,260 at 4% or $464,173 at 6%; with 50% employer match about $464,173 at 4% or $309,449 at 6%; with 100% employer match about $348,130 at 4% or $232,087 at 6%.
Jerald a. Grotstein, D.M.D. Pension Plan-5$247,725$139,252$27,850iApproximate average salary by contribution assumption: employee only about $696,260 at 4% or $464,173 at 6%; with 50% employer match about $464,173 at 4% or $309,449 at 6%; with 100% employer match about $348,130 at 4% or $232,087 at 6%.
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-0---
200526$448,346$132,355$22,059iApproximate average salary by contribution assumption: employee only about $551,479 at 4% or $367,653 at 6%; with 50% employer match about $367,653 at 4% or $245,102 at 6%; with 100% employer match about $275,740 at 4% or $183,826 at 6%.
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-6$287,081--
Jerald a. Grotstein, D.M.D. Pension Plan-6$161,265$132,355$22,059iApproximate average salary by contribution assumption: employee only about $551,479 at 4% or $367,653 at 6%; with 50% employer match about $367,653 at 4% or $245,102 at 6%; with 100% employer match about $275,740 at 4% or $183,826 at 6%.
200417$269,762$0-
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-7$269,762--
200317$240,197$0-
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-7$240,197--
200214$189,502$32,985$8,246iApproximate average salary by contribution assumption: employee only about $206,156 at 4% or $137,438 at 6%; with 50% employer match about $137,438 at 4% or $91,625 at 6%; with 100% employer match about $103,078 at 4% or $68,719 at 6%.
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-4$189,502$32,985$8,246iApproximate average salary by contribution assumption: employee only about $206,156 at 4% or $137,438 at 6%; with 50% employer match about $137,438 at 4% or $91,625 at 6%; with 100% employer match about $103,078 at 4% or $68,719 at 6%.
200114$0$0-
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-4---
200014$183,019$38,046$9,512iApproximate average salary by contribution assumption: employee only about $237,788 at 4% or $158,525 at 6%; with 50% employer match about $158,525 at 4% or $105,683 at 6%; with 100% employer match about $118,894 at 4% or $79,263 at 6%.
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-4$183,019$38,046$9,512iApproximate average salary by contribution assumption: employee only about $237,788 at 4% or $158,525 at 6%; with 50% employer match about $158,525 at 4% or $105,683 at 6%; with 100% employer match about $118,894 at 4% or $79,263 at 6%.
199914$165,903$23,405$5,851iApproximate average salary by contribution assumption: employee only about $146,281 at 4% or $97,521 at 6%; with 50% employer match about $97,521 at 4% or $65,014 at 6%; with 100% employer match about $73,141 at 4% or $48,760 at 6%.
Jerald a. Grotstein, D.M.D. Profit Sharing Plan-4$165,903$23,405$5,851iApproximate average salary by contribution assumption: employee only about $146,281 at 4% or $97,521 at 6%; with 50% employer match about $97,521 at 4% or $65,014 at 6%; with 100% employer match about $73,141 at 4% or $48,760 at 6%.