Civic Intelligence

Bruce R. Trefz

Plan context: Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan

EIN 56-1371393 • Gastonia, NC • 20 filings • 4 plans

2500 Fairfax DrGastonia, NC 28054
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$2,345,401

2018 Contributions

$45,622

Historical Graphs

Total Assets Over Time

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

$2,561,639$1,280,820$0199920092017YearValue
$2,345,401Latest year 2017

Participants Over Time

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

950199920082017YearValue
3Latest year 2017

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
201810$0$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-0$0$0-
201713$2,345,401$45,622$15,207iApproximate average salary by contribution assumption: employee only about $380,183 at 4% or $253,456 at 6%; with 50% employer match about $253,456 at 4% or $168,970 at 6%; with 100% employer match about $190,092 at 4% or $126,728 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-3$2,345,401$45,622$15,207iApproximate average salary by contribution assumption: employee only about $380,183 at 4% or $253,456 at 6%; with 50% employer match about $253,456 at 4% or $168,970 at 6%; with 100% employer match about $190,092 at 4% or $126,728 at 6%.
201618$2,561,639$67,449$8,431iApproximate average salary by contribution assumption: employee only about $210,778 at 4% or $140,519 at 6%; with 50% employer match about $140,519 at 4% or $93,679 at 6%; with 100% employer match about $105,389 at 4% or $70,259 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-8$2,561,639$67,449$8,431iApproximate average salary by contribution assumption: employee only about $210,778 at 4% or $140,519 at 6%; with 50% employer match about $140,519 at 4% or $93,679 at 6%; with 100% employer match about $105,389 at 4% or $70,259 at 6%.
201519$2,389,479$69,331$7,703iApproximate average salary by contribution assumption: employee only about $192,586 at 4% or $128,391 at 6%; with 50% employer match about $128,391 at 4% or $85,594 at 6%; with 100% employer match about $96,293 at 4% or $64,195 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-9$2,389,479$69,331$7,703iApproximate average salary by contribution assumption: employee only about $192,586 at 4% or $128,391 at 6%; with 50% employer match about $128,391 at 4% or $85,594 at 6%; with 100% employer match about $96,293 at 4% or $64,195 at 6%.
201419$2,426,399$82,825$9,203iApproximate average salary by contribution assumption: employee only about $230,069 at 4% or $153,380 at 6%; with 50% employer match about $153,380 at 4% or $102,253 at 6%; with 100% employer match about $115,035 at 4% or $76,690 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-9$2,426,399$82,825$9,203iApproximate average salary by contribution assumption: employee only about $230,069 at 4% or $153,380 at 6%; with 50% employer match about $153,380 at 4% or $102,253 at 6%; with 100% employer match about $115,035 at 4% or $76,690 at 6%.
201319$2,466,713$71,551$7,950iApproximate average salary by contribution assumption: employee only about $198,753 at 4% or $132,502 at 6%; with 50% employer match about $132,502 at 4% or $88,335 at 6%; with 100% employer match about $99,376 at 4% or $66,251 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-9$2,466,713$71,551$7,950iApproximate average salary by contribution assumption: employee only about $198,753 at 4% or $132,502 at 6%; with 50% employer match about $132,502 at 4% or $88,335 at 6%; with 100% employer match about $99,376 at 4% or $66,251 at 6%.
201218$2,398,501$75,472$9,434iApproximate average salary by contribution assumption: employee only about $235,850 at 4% or $157,233 at 6%; with 50% employer match about $157,233 at 4% or $104,822 at 6%; with 100% employer match about $117,925 at 4% or $78,617 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-8$2,398,501$75,472$9,434iApproximate average salary by contribution assumption: employee only about $235,850 at 4% or $157,233 at 6%; with 50% employer match about $157,233 at 4% or $104,822 at 6%; with 100% employer match about $117,925 at 4% or $78,617 at 6%.
201118$2,205,052$77,872$9,734iApproximate average salary by contribution assumption: employee only about $243,350 at 4% or $162,233 at 6%; with 50% employer match about $162,233 at 4% or $108,156 at 6%; with 100% employer match about $121,675 at 4% or $81,117 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-8$2,205,052$77,872$9,734iApproximate average salary by contribution assumption: employee only about $243,350 at 4% or $162,233 at 6%; with 50% employer match about $162,233 at 4% or $108,156 at 6%; with 100% employer match about $121,675 at 4% or $81,117 at 6%.
201018$2,081,787$68,754$8,594iApproximate average salary by contribution assumption: employee only about $214,856 at 4% or $143,238 at 6%; with 50% employer match about $143,238 at 4% or $95,492 at 6%; with 100% employer match about $107,428 at 4% or $71,619 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-8$2,081,787$68,754$8,594iApproximate average salary by contribution assumption: employee only about $214,856 at 4% or $143,238 at 6%; with 50% employer match about $143,238 at 4% or $95,492 at 6%; with 100% employer match about $107,428 at 4% or $71,619 at 6%.
200917$1,755,094$56,984$8,141iApproximate average salary by contribution assumption: employee only about $203,514 at 4% or $135,676 at 6%; with 50% employer match about $135,676 at 4% or $90,451 at 6%; with 100% employer match about $101,757 at 4% or $67,838 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-7$1,755,094$56,984$8,141iApproximate average salary by contribution assumption: employee only about $203,514 at 4% or $135,676 at 6%; with 50% employer match about $135,676 at 4% or $90,451 at 6%; with 100% employer match about $101,757 at 4% or $67,838 at 6%.
200817$1,529,858$53,521$7,646iApproximate average salary by contribution assumption: employee only about $191,146 at 4% or $127,431 at 6%; with 50% employer match about $127,431 at 4% or $84,954 at 6%; with 100% employer match about $95,573 at 4% or $63,715 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-7$1,529,858$53,521$7,646iApproximate average salary by contribution assumption: employee only about $191,146 at 4% or $127,431 at 6%; with 50% employer match about $127,431 at 4% or $84,954 at 6%; with 100% employer match about $95,573 at 4% or $63,715 at 6%.
200715$0$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-5---
200616$1,594,943$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6$1,594,943--
200516$1,536,060$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6$1,536,060--
200416$1,375,104$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6$1,375,104--
200316$1,466,237$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6$1,466,237--
200216$1,260,091$54,837$9,140iApproximate average salary by contribution assumption: employee only about $228,488 at 4% or $152,325 at 6%; with 50% employer match about $152,325 at 4% or $101,550 at 6%; with 100% employer match about $114,244 at 4% or $76,163 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6$1,260,091$54,837$9,140iApproximate average salary by contribution assumption: employee only about $228,488 at 4% or $152,325 at 6%; with 50% employer match about $152,325 at 4% or $101,550 at 6%; with 100% employer match about $114,244 at 4% or $76,163 at 6%.
200116$0$0-
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-6---
200017$1,117,733$38,838$5,548iApproximate average salary by contribution assumption: employee only about $138,707 at 4% or $92,471 at 6%; with 50% employer match about $92,471 at 4% or $61,648 at 6%; with 100% employer match about $69,354 at 4% or $46,236 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-7$1,117,733$38,838$5,548iApproximate average salary by contribution assumption: employee only about $138,707 at 4% or $92,471 at 6%; with 50% employer match about $92,471 at 4% or $61,648 at 6%; with 100% employer match about $69,354 at 4% or $46,236 at 6%.
199917$1,011,156$39,067$5,581iApproximate average salary by contribution assumption: employee only about $139,525 at 4% or $93,017 at 6%; with 50% employer match about $93,017 at 4% or $62,011 at 6%; with 100% employer match about $69,763 at 4% or $46,508 at 6%.
Bruce R. Trefz, D.D.S., P.A. Profit Sharing Plan-7$1,011,156$39,067$5,581iApproximate average salary by contribution assumption: employee only about $139,525 at 4% or $93,017 at 6%; with 50% employer match about $93,017 at 4% or $62,011 at 6%; with 100% employer match about $69,763 at 4% or $46,508 at 6%.