Robert E. Powell, Dds, Pa
Plan context: ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN
EIN 56-1223403 • Asheville, NC • 29 filings • 6 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$287
2016 Contributions
$3,653
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $287 | $3,653 | $3,653iApproximate average salary by contribution assumption: employee only about $91,325 at 4% or $60,883 at 6%; with 50% employer match about $60,883 at 4% or $40,589 at 6%; with 100% employer match about $45,663 at 4% or $30,442 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 1 | $287 | $3,653 | $3,653iApproximate average salary by contribution assumption: employee only about $91,325 at 4% or $60,883 at 6%; with 50% employer match about $60,883 at 4% or $40,589 at 6%; with 100% employer match about $45,663 at 4% or $30,442 at 6%. |
| 2015 | 2 | 11 | $2,911,914 | $387,694 | $35,245iApproximate average salary by contribution assumption: employee only about $881,123 at 4% or $587,415 at 6%; with 50% employer match about $587,415 at 4% or $391,610 at 6%; with 100% employer match about $440,561 at 4% or $293,708 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 11 | $2,250,127 | $83,694 | $7,609iApproximate average salary by contribution assumption: employee only about $190,214 at 4% or $126,809 at 6%; with 50% employer match about $126,809 at 4% or $84,539 at 6%; with 100% employer match about $95,107 at 4% or $63,405 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 11 | $661,787 | $304,000 | $27,636iApproximate average salary by contribution assumption: employee only about $690,909 at 4% or $460,606 at 6%; with 50% employer match about $460,606 at 4% or $307,071 at 6%; with 100% employer match about $345,455 at 4% or $230,303 at 6%. |
| 2014 | 2 | 10 | $2,632,552 | $388,791 | $38,879iApproximate average salary by contribution assumption: employee only about $971,978 at 4% or $647,985 at 6%; with 50% employer match about $647,985 at 4% or $431,990 at 6%; with 100% employer match about $485,989 at 4% or $323,993 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 10 | $2,261,165 | $51,791 | $5,179iApproximate average salary by contribution assumption: employee only about $129,478 at 4% or $86,318 at 6%; with 50% employer match about $86,318 at 4% or $57,546 at 6%; with 100% employer match about $64,739 at 4% or $43,159 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 7 | $371,387 | $337,000 | $48,143iApproximate average salary by contribution assumption: employee only about $1,203,571 at 4% or $802,381 at 6%; with 50% employer match about $802,381 at 4% or $534,921 at 6%; with 100% employer match about $601,786 at 4% or $401,190 at 6%. |
| 2013 | 2 | 11 | $2,143,894 | $134,069 | $12,188iApproximate average salary by contribution assumption: employee only about $304,702 at 4% or $203,135 at 6%; with 50% employer match about $203,135 at 4% or $135,423 at 6%; with 100% employer match about $152,351 at 4% or $101,567 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 11 | $2,112,799 | $61,402 | $5,582iApproximate average salary by contribution assumption: employee only about $139,550 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,775 at 4% or $46,517 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 7 | $31,095 | $72,667 | $10,381iApproximate average salary by contribution assumption: employee only about $259,525 at 4% or $173,017 at 6%; with 50% employer match about $173,017 at 4% or $115,344 at 6%; with 100% employer match about $129,763 at 4% or $86,508 at 6%. |
| 2012 | 2 | 8 | $3,377,136 | $257,206 | $32,151iApproximate average salary by contribution assumption: employee only about $803,769 at 4% or $535,846 at 6%; with 50% employer match about $535,846 at 4% or $357,231 at 6%; with 100% employer match about $401,884 at 4% or $267,923 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 8 | $1,865,573 | $57,206 | $7,151iApproximate average salary by contribution assumption: employee only about $178,769 at 4% or $119,179 at 6%; with 50% employer match about $119,179 at 4% or $79,453 at 6%; with 100% employer match about $89,384 at 4% or $59,590 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 5 | $1,511,563 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2011 | 2 | 10 | $2,809,809 | $266,449 | $26,645iApproximate average salary by contribution assumption: employee only about $666,123 at 4% or $444,082 at 6%; with 50% employer match about $444,082 at 4% or $296,054 at 6%; with 100% employer match about $333,061 at 4% or $222,041 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 10 | $1,611,585 | $41,949 | $4,195iApproximate average salary by contribution assumption: employee only about $104,872 at 4% or $69,915 at 6%; with 50% employer match about $69,915 at 4% or $46,610 at 6%; with 100% employer match about $52,436 at 4% or $34,958 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 6 | $1,198,224 | $224,500 | $37,417iApproximate average salary by contribution assumption: employee only about $935,417 at 4% or $623,611 at 6%; with 50% employer match about $623,611 at 4% or $415,741 at 6%; with 100% employer match about $467,708 at 4% or $311,806 at 6%. |
| 2010 | 2 | 8 | $2,549,522 | $257,487 | $32,186iApproximate average salary by contribution assumption: employee only about $804,647 at 4% or $536,431 at 6%; with 50% employer match about $536,431 at 4% or $357,621 at 6%; with 100% employer match about $402,323 at 4% or $268,216 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 8 | $1,581,015 | $40,818 | $5,102iApproximate average salary by contribution assumption: employee only about $127,556 at 4% or $85,038 at 6%; with 50% employer match about $85,038 at 4% or $56,692 at 6%; with 100% employer match about $63,778 at 4% or $42,519 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 7 | $968,507 | $216,669 | $30,953iApproximate average salary by contribution assumption: employee only about $773,818 at 4% or $515,879 at 6%; with 50% employer match about $515,879 at 4% or $343,919 at 6%; with 100% employer match about $386,909 at 4% or $257,939 at 6%. |
| 2009 | 2 | 8 | $2,531,201 | $236,779 | $29,597iApproximate average salary by contribution assumption: employee only about $739,934 at 4% or $493,290 at 6%; with 50% employer match about $493,290 at 4% or $328,860 at 6%; with 100% employer match about $369,967 at 4% or $246,645 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 8 | $1,870,928 | $36,779 | $4,597iApproximate average salary by contribution assumption: employee only about $114,934 at 4% or $76,623 at 6%; with 50% employer match about $76,623 at 4% or $51,082 at 6%; with 100% employer match about $57,467 at 4% or $38,311 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 6 | $660,273 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2008 | 2 | 6 | $1,801,543 | $242,308 | $40,385iApproximate average salary by contribution assumption: employee only about $1,009,617 at 4% or $673,078 at 6%; with 50% employer match about $673,078 at 4% or $448,719 at 6%; with 100% employer match about $504,808 at 4% or $336,539 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 6 | $1,446,958 | $36,560 | $6,093iApproximate average salary by contribution assumption: employee only about $152,333 at 4% or $101,556 at 6%; with 50% employer match about $101,556 at 4% or $67,704 at 6%; with 100% employer match about $76,167 at 4% or $50,778 at 6%. |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 5 | $354,585 | $205,748 | $41,150iApproximate average salary by contribution assumption: employee only about $1,028,740 at 4% or $685,827 at 6%; with 50% employer match about $685,827 at 4% or $457,218 at 6%; with 100% employer match about $514,370 at 4% or $342,913 at 6%. |
| 2007 | 2 | 5 | $0 | $0 | - |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| ROBERT E. POWELL, DDS, PA CASH BALANCE PLAN | - | 5 | - | - | - |
| 2006 | 1 | 6 | $1,743,454 | $63,903 | $10,651iApproximate average salary by contribution assumption: employee only about $266,263 at 4% or $177,508 at 6%; with 50% employer match about $177,508 at 4% or $118,339 at 6%; with 100% employer match about $133,131 at 4% or $88,754 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 6 | $1,743,454 | $63,903 | $10,651iApproximate average salary by contribution assumption: employee only about $266,263 at 4% or $177,508 at 6%; with 50% employer match about $177,508 at 4% or $118,339 at 6%; with 100% employer match about $133,131 at 4% or $88,754 at 6%. |
| 2005 | 1 | 4 | $1,583,513 | $49,060 | $12,265iApproximate average salary by contribution assumption: employee only about $306,625 at 4% or $204,417 at 6%; with 50% employer match about $204,417 at 4% or $136,278 at 6%; with 100% employer match about $153,313 at 4% or $102,208 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 4 | $1,583,513 | $49,060 | $12,265iApproximate average salary by contribution assumption: employee only about $306,625 at 4% or $204,417 at 6%; with 50% employer match about $204,417 at 4% or $136,278 at 6%; with 100% employer match about $153,313 at 4% or $102,208 at 6%. |
| 2004 | 1 | 4 | $1,471,323 | $47,551 | $11,888iApproximate average salary by contribution assumption: employee only about $297,194 at 4% or $198,129 at 6%; with 50% employer match about $198,129 at 4% or $132,086 at 6%; with 100% employer match about $148,597 at 4% or $99,065 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 4 | $1,471,323 | $47,551 | $11,888iApproximate average salary by contribution assumption: employee only about $297,194 at 4% or $198,129 at 6%; with 50% employer match about $198,129 at 4% or $132,086 at 6%; with 100% employer match about $148,597 at 4% or $99,065 at 6%. |
| 2003 | 1 | 6 | $1,258,761 | $62,135 | $10,356iApproximate average salary by contribution assumption: employee only about $258,896 at 4% or $172,597 at 6%; with 50% employer match about $172,597 at 4% or $115,065 at 6%; with 100% employer match about $129,448 at 4% or $86,299 at 6%. |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 6 | $1,258,761 | $62,135 | $10,356iApproximate average salary by contribution assumption: employee only about $258,896 at 4% or $172,597 at 6%; with 50% employer match about $172,597 at 4% or $115,065 at 6%; with 100% employer match about $129,448 at 4% or $86,299 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Robert E. Powell, Dds, Pa Money Purchase Pension Plan | - | 0 | - | - | - |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 2 | 5 | $0 | $0 | - |
| Robert E. Powell, Dds, Pa Money Purchase Pension Plan | - | 5 | - | - | - |
| Robert E. Powell, Dds, Pa 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 6 | $674,899 | $17,028 | $2,838iApproximate average salary by contribution assumption: employee only about $70,950 at 4% or $47,300 at 6%; with 50% employer match about $47,300 at 4% or $31,533 at 6%; with 100% employer match about $35,475 at 4% or $23,650 at 6%. |
| Robert E. Powell, Dds, Pa Money Purchase Pension Plan | - | 6 | $674,899 | $17,028 | $2,838iApproximate average salary by contribution assumption: employee only about $70,950 at 4% or $47,300 at 6%; with 50% employer match about $47,300 at 4% or $31,533 at 6%; with 100% employer match about $35,475 at 4% or $23,650 at 6%. |