Gerald W. Upton, D.D.S, M.S., Ph.D.
Plan context: Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan
EIN 56-1307338 • 14 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
4
2011 Assets
$1,009,932
2011 Contributions
$46,209
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 4 | $1,009,932 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | $1,009,932 | - | - |
| 2010 | 1 | 4 | $1,016,359 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | $1,016,359 | - | - |
| 2009 | 1 | 4 | $911,653 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | $911,653 | - | - |
| 2008 | 1 | 4 | $741,742 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | $741,742 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $0 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 3 | - | - | - |
| 2005 | 1 | 3 | $1,001,746 | $46,209 | $15,403iApproximate average salary by contribution assumption: employee only about $385,075 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,144 at 6%; with 100% employer match about $192,538 at 4% or $128,358 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 3 | $1,001,746 | $46,209 | $15,403iApproximate average salary by contribution assumption: employee only about $385,075 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,144 at 6%; with 100% employer match about $192,538 at 4% or $128,358 at 6%. |
| 2004 | 1 | 3 | $994,222 | $44,762 | $14,921iApproximate average salary by contribution assumption: employee only about $373,017 at 4% or $248,678 at 6%; with 50% employer match about $248,678 at 4% or $165,785 at 6%; with 100% employer match about $186,508 at 4% or $124,339 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 3 | $994,222 | $44,762 | $14,921iApproximate average salary by contribution assumption: employee only about $373,017 at 4% or $248,678 at 6%; with 50% employer match about $248,678 at 4% or $165,785 at 6%; with 100% employer match about $186,508 at 4% or $124,339 at 6%. |
| 2003 | 1 | 4 | $907,239 | $45,949 | $11,487iApproximate average salary by contribution assumption: employee only about $287,181 at 4% or $191,454 at 6%; with 50% employer match about $191,454 at 4% or $127,636 at 6%; with 100% employer match about $143,591 at 4% or $95,727 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | $907,239 | $45,949 | $11,487iApproximate average salary by contribution assumption: employee only about $287,181 at 4% or $191,454 at 6%; with 50% employer match about $191,454 at 4% or $127,636 at 6%; with 100% employer match about $143,591 at 4% or $95,727 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $838,008 | $33,557 | $11,186iApproximate average salary by contribution assumption: employee only about $279,642 at 4% or $186,428 at 6%; with 50% employer match about $186,428 at 4% or $124,285 at 6%; with 100% employer match about $139,821 at 4% or $93,214 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 3 | $838,008 | $33,557 | $11,186iApproximate average salary by contribution assumption: employee only about $279,642 at 4% or $186,428 at 6%; with 50% employer match about $186,428 at 4% or $124,285 at 6%; with 100% employer match about $139,821 at 4% or $93,214 at 6%. |
| 1999 | 2 | 3 | $817,514 | $33,722 | $11,241iApproximate average salary by contribution assumption: employee only about $281,017 at 4% or $187,344 at 6%; with 50% employer match about $187,344 at 4% or $124,896 at 6%; with 100% employer match about $140,508 at 4% or $93,672 at 6%. |
| Gerald W. Upton, D.D.S, M.S., Ph.D. Profit Sharing Plan | - | 3 | $817,514 | $33,722 | $11,241iApproximate average salary by contribution assumption: employee only about $281,017 at 4% or $187,344 at 6%; with 50% employer match about $187,344 at 4% or $124,896 at 6%; with 100% employer match about $140,508 at 4% or $93,672 at 6%. |
| Gerald W. Upton, D.D.S., M.S., Ph.D. Money Purchase Pension Plan | - | 0 | - | - | - |