Civic Intelligence

Richard J. Charlesworth, D.D.S.

Plan context: Richard J. Charlesworth, D.D.S. Profit Sharing Plan

EIN 56-1432989 • 14 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$675,490

2008 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$861,125$430,563$0199920042008YearValue
$675,490Latest year 2008

Participants Over Time

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

530199920042008YearValue
3Latest year 2008

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
200813$675,490$0-
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-3$675,490--
200713$0$0-
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-3---
200613$861,125$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-3$861,125$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200513$788,210$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-3$788,210$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200414$729,690$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-4$729,690$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200314$657,046$44,717$11,179iApproximate average salary by contribution assumption: employee only about $279,481 at 4% or $186,321 at 6%; with 50% employer match about $186,321 at 4% or $124,214 at 6%; with 100% employer match about $139,741 at 4% or $93,160 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-4$657,046$44,717$11,179iApproximate average salary by contribution assumption: employee only about $279,481 at 4% or $186,321 at 6%; with 50% employer match about $186,321 at 4% or $124,214 at 6%; with 100% employer match about $139,741 at 4% or $93,160 at 6%.
200224$499,965$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-4$499,965$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Richard J. Charlesworth, D.D.S. Money Purchase Pension Plan-0---
200125$0$0-
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-5---
Richard J. Charlesworth, D.D.S. Money Purchase Pension Plan-5---
200025$553,344$39,822$7,964iApproximate average salary by contribution assumption: employee only about $199,110 at 4% or $132,740 at 6%; with 50% employer match about $132,740 at 4% or $88,493 at 6%; with 100% employer match about $99,555 at 4% or $66,370 at 6%.
Richard J. Charlesworth, D.D.S. Money Purchase Pension Plan-5$298,900$19,822$3,964iApproximate average salary by contribution assumption: employee only about $99,110 at 4% or $66,073 at 6%; with 50% employer match about $66,073 at 4% or $44,049 at 6%; with 100% employer match about $49,555 at 4% or $33,037 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-5$254,444$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
199924$548,680$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Richard J. Charlesworth, D.D.S. Money Purchase Pension Plan-4$295,446$17,841$4,460iApproximate average salary by contribution assumption: employee only about $111,506 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,558 at 6%; with 100% employer match about $55,753 at 4% or $37,169 at 6%.
Richard J. Charlesworth, D.D.S. Profit Sharing Plan-4$253,234$12,159$3,040iApproximate average salary by contribution assumption: employee only about $75,994 at 4% or $50,663 at 6%; with 50% employer match about $50,663 at 4% or $33,775 at 6%; with 100% employer match about $37,997 at 4% or $25,331 at 6%.