Civic Intelligence

Joseph a. Lenard, D.D.S., P.A.

Plan context: JOSEPH A. LENARD, DDS RETIREMENT PLAN AND TRUST

EIN 56-1797388 • 21 filings • 8 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$1,100,319

2008 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,100,319$550,160$0199920042007YearValue
$1,100,319Latest year 2007

Participants Over Time

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

740199920032007YearValue
4Latest 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
200820$0$50,000-
JOSEPH A. LENARD, DDS 401K PLAN-0---
JOSEPH A. LENARD, DDS RETIREMENT PLAN AND TRUST-0-$50,000-
200724$1,100,319$204,900$51,225iApproximate average salary by contribution assumption: employee only about $1,280,625 at 4% or $853,750 at 6%; with 50% employer match about $853,750 at 4% or $569,167 at 6%; with 100% employer match about $640,313 at 4% or $426,875 at 6%.
JOSEPH A. LENARD, DDS RETIREMENT PLAN AND TRUST-1$1,091,925$202,000$202,000iApproximate average salary by contribution assumption: employee only about $5,050,000 at 4% or $3,366,667 at 6%; with 50% employer match about $3,366,667 at 4% or $2,244,444 at 6%; with 100% employer match about $2,525,000 at 4% or $1,683,333 at 6%.
JOSEPH A. LENARD, DDS, PA 401K PROFIT SHARING PLAN-4$8,394$2,900$725iApproximate average salary by contribution assumption: employee only about $18,125 at 4% or $12,083 at 6%; with 50% employer match about $12,083 at 4% or $8,056 at 6%; with 100% employer match about $9,063 at 4% or $6,042 at 6%.
200624$877,745$186,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
JOSEPH A. LENARD, DDS RETIREMENT PLAN AND TRUST-4$848,077$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
JOSEPH A. LENARD, DDS, PA 401K PROFIT SHARING PLAN-4$29,668$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200525$616,492$211,900$42,380iApproximate average salary by contribution assumption: employee only about $1,059,500 at 4% or $706,333 at 6%; with 50% employer match about $706,333 at 4% or $470,889 at 6%; with 100% employer match about $529,750 at 4% or $353,167 at 6%.
JOSEPH A. LENARD, DDS RETIREMENT PLAN AND TRUST-4$593,897$206,000$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
JOSEPH A. LENARD, DDS, PA 401K PROFIT SHARING PLAN-5$22,595$5,900$1,180iApproximate average salary by contribution assumption: employee only about $29,500 at 4% or $19,667 at 6%; with 50% employer match about $19,667 at 4% or $13,111 at 6%; with 100% employer match about $14,750 at 4% or $9,833 at 6%.
200424$413,099$222,050$55,513iApproximate average salary by contribution assumption: employee only about $1,387,813 at 4% or $925,208 at 6%; with 50% employer match about $925,208 at 4% or $616,806 at 6%; with 100% employer match about $693,906 at 4% or $462,604 at 6%.
JOSEPH A. LENARD, DDS RETIREMENT PLAN & TRUST-3$396,903$206,000$68,667iApproximate average salary by contribution assumption: employee only about $1,716,667 at 4% or $1,144,444 at 6%; with 50% employer match about $1,144,444 at 4% or $762,963 at 6%; with 100% employer match about $858,333 at 4% or $572,222 at 6%.
JOSEPH A. LENARD, DDS, PA 401K PROFIT SHARING PLAN-4$16,196$16,050$4,013iApproximate average salary by contribution assumption: employee only about $100,313 at 4% or $66,875 at 6%; with 50% employer match about $66,875 at 4% or $44,583 at 6%; with 100% employer match about $50,156 at 4% or $33,438 at 6%.
200334$200,010$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JOSEPH A. LENARD, DDS RETIREMENT PLAN & TRUST-4$200,010$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-0---
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-0---
200225$579,857$35,041$7,008iApproximate average salary by contribution assumption: employee only about $175,205 at 4% or $116,803 at 6%; with 50% employer match about $116,803 at 4% or $77,869 at 6%; with 100% employer match about $87,603 at 4% or $58,402 at 6%.
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-5$415,555$35,041$7,008iApproximate average salary by contribution assumption: employee only about $175,205 at 4% or $116,803 at 6%; with 50% employer match about $116,803 at 4% or $77,869 at 6%; with 100% employer match about $87,603 at 4% or $58,402 at 6%.
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-5$164,302--
200125$0$0-
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-5---
Joseph a. Lenard, D.D.S., P.A. Money Purchase Pension Plan and Trust-5---
200026$705,644$46,939$7,823iApproximate average salary by contribution assumption: employee only about $195,579 at 4% or $130,386 at 6%; with 50% employer match about $130,386 at 4% or $86,924 at 6%; with 100% employer match about $97,790 at 4% or $65,193 at 6%.
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-6$486,275$27,989$4,665iApproximate average salary by contribution assumption: employee only about $116,621 at 4% or $77,747 at 6%; with 50% employer match about $77,747 at 4% or $51,831 at 6%; with 100% employer match about $58,310 at 4% or $38,874 at 6%.
Joseph a. Lenard, D.D.S., P.A. Money Purchase Pension Plan and Trust-6$219,369$18,950$3,158iApproximate average salary by contribution assumption: employee only about $78,958 at 4% or $52,639 at 6%; with 50% employer match about $52,639 at 4% or $35,093 at 6%; with 100% employer match about $39,479 at 4% or $26,319 at 6%.
199927$703,906$47,344$6,763iApproximate average salary by contribution assumption: employee only about $169,086 at 4% or $112,724 at 6%; with 50% employer match about $112,724 at 4% or $75,149 at 6%; with 100% employer match about $84,543 at 4% or $56,362 at 6%.
Joseph a. Lenard, D.D.S., P.A. Profit Sharing Plan and Trust-7$486,116$29,568$4,224iApproximate average salary by contribution assumption: employee only about $105,600 at 4% or $70,400 at 6%; with 50% employer match about $70,400 at 4% or $46,933 at 6%; with 100% employer match about $52,800 at 4% or $35,200 at 6%.
Joseph a. Lenard, D.D.S., P.A. Money Purchase Pension Plan and Trust-7$217,790$17,776$2,539iApproximate average salary by contribution assumption: employee only about $63,486 at 4% or $42,324 at 6%; with 50% employer match about $42,324 at 4% or $28,216 at 6%; with 100% employer match about $31,743 at 4% or $21,162 at 6%.