Civic Intelligence

Daniel C. Norris, D.D.S. PC.

Plan context: Dan Norris Pension Plan & Trust

EIN 58-1238815 • Smyrna, GA • 18 filings • 3 plans

620 Concord RoadSmyrna, GA 30080
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,258,133

2018 Contributions

$2,000

Historical Graphs

Total Assets Over Time

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

$1,659,910$829,955$0199920062017YearValue
$1,258,133Latest year 2017

Participants Over Time

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

530199920062017YearValue
2Latest 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-
Dan Norris Pension Plan & Trust-0$0--
201712$1,258,133$0-
Dan Norris Pension Plan & Trust-2$1,258,133--
201612$1,225,739$0-
Dan Norris Pension Plan & Trust-2$1,225,739--
201513$1,339,820$0-
Dan Norris Pension Plan & Trust-3$1,339,820--
201413$1,602,134$0-
Dan Norris Pension Plan & Trust-3$1,602,134--
201313$1,659,910$0-
Dan Norris Pension Plan & Trust-3$1,659,910--
200815$1,190,407$0-
Dan Norris Profit Sharing Plan & Trust-5$1,190,407--
200715$0$0-
Dan Norris Profit Sharing Plan & Trust-5---
200615$1,576,713$2,000$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
Dan Norris Profit Sharing Plan & Trust-5$1,576,713$2,000$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
200515$1,401,051$0-
Dan Norris Profit Sharing Plan & Trust-5$1,401,051--
200415$1,314,930$1,500$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Dan Norris Profit Sharing Plan & Trust-5$1,314,930$1,500$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
200315$1,278,485$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Dan Norris Profit Sharing Plan & Trust-5$1,278,485$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200215$1,023,816$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Dan Norris Profit Sharing Plan & Trust-5$1,023,816$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200113$0$0-
Dan Norris Profit Sharing Plan & Trust-3---
200023$1,265,265$921,138$307,046iApproximate average salary by contribution assumption: employee only about $7,676,150 at 4% or $5,117,433 at 6%; with 50% employer match about $5,117,433 at 4% or $3,411,622 at 6%; with 100% employer match about $3,838,075 at 4% or $2,558,717 at 6%.
Dan Norris Profit Sharing Plan & Trust-3$1,265,265$921,138$307,046iApproximate average salary by contribution assumption: employee only about $7,676,150 at 4% or $5,117,433 at 6%; with 50% employer match about $5,117,433 at 4% or $3,411,622 at 6%; with 100% employer match about $3,838,075 at 4% or $2,558,717 at 6%.
Dan Norris Pension Plan & Trust-0---
199925$1,575,159$0-
Dan Norris Pension Plan & Trust-5$1,041,687--
Dan Norris Profit Sharing Plan & Trust-5$533,472--