Civic Intelligence

James R Long DMD PC

Plan context: JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST

EIN 58-1366203 • Peachtree City, GA • 20 filings • 4 plans

1280 Highway 74 S Ste 110Peachtree City, GA 30269-3077
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$1,122,464

2016 Contributions

$150,000

Historical Graphs

Total Assets Over Time

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

$1,696,810$848,405$0199920092015YearValue
$1,122,464Latest year 2015

Participants Over Time

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

1790199920072015YearValue
12Latest year 2015

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
201610$0$0-
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-0$0$0-
2015112$1,122,464$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-12$1,122,464$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2014113$1,011,978$106$8iApproximate average salary by contribution assumption: employee only about $204 at 4% or $136 at 6%; with 50% employer match about $136 at 4% or $91 at 6%; with 100% employer match about $102 at 4% or $68 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-13$1,011,978$106$8iApproximate average salary by contribution assumption: employee only about $204 at 4% or $136 at 6%; with 50% employer match about $136 at 4% or $91 at 6%; with 100% employer match about $102 at 4% or $68 at 6%.
2013114$1,011,915$20,894$1,492iApproximate average salary by contribution assumption: employee only about $37,311 at 4% or $24,874 at 6%; with 50% employer match about $24,874 at 4% or $16,583 at 6%; with 100% employer match about $18,655 at 4% or $12,437 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-14$1,011,915$20,894$1,492iApproximate average salary by contribution assumption: employee only about $37,311 at 4% or $24,874 at 6%; with 50% employer match about $24,874 at 4% or $16,583 at 6%; with 100% employer match about $18,655 at 4% or $12,437 at 6%.
2012115$882,886$20,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-15$882,886$20,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
2011116$832,347$77,000$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,208 at 6%; with 50% employer match about $80,208 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-16$832,347$77,000$4,813iApproximate average salary by contribution assumption: employee only about $120,313 at 4% or $80,208 at 6%; with 50% employer match about $80,208 at 4% or $53,472 at 6%; with 100% employer match about $60,156 at 4% or $40,104 at 6%.
2010117$795,908$36,000$2,118iApproximate average salary by contribution assumption: employee only about $52,941 at 4% or $35,294 at 6%; with 50% employer match about $35,294 at 4% or $23,529 at 6%; with 100% employer match about $26,471 at 4% or $17,647 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-17$795,908$36,000$2,118iApproximate average salary by contribution assumption: employee only about $52,941 at 4% or $35,294 at 6%; with 50% employer match about $35,294 at 4% or $23,529 at 6%; with 100% employer match about $26,471 at 4% or $17,647 at 6%.
2009117$717,349$116,000$6,824iApproximate average salary by contribution assumption: employee only about $170,588 at 4% or $113,725 at 6%; with 50% employer match about $113,725 at 4% or $75,817 at 6%; with 100% employer match about $85,294 at 4% or $56,863 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-17$717,349$116,000$6,824iApproximate average salary by contribution assumption: employee only about $170,588 at 4% or $113,725 at 6%; with 50% employer match about $113,725 at 4% or $75,817 at 6%; with 100% employer match about $85,294 at 4% or $56,863 at 6%.
2008113$0$0-
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-13---
2007111$0$0-
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-11---
200619$497,538$130,987$14,554iApproximate average salary by contribution assumption: employee only about $363,853 at 4% or $242,569 at 6%; with 50% employer match about $242,569 at 4% or $161,712 at 6%; with 100% employer match about $181,926 at 4% or $121,284 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-9$497,538$130,987$14,554iApproximate average salary by contribution assumption: employee only about $363,853 at 4% or $242,569 at 6%; with 50% employer match about $242,569 at 4% or $161,712 at 6%; with 100% employer match about $181,926 at 4% or $121,284 at 6%.
200529$344,620$220,890$24,543iApproximate average salary by contribution assumption: employee only about $613,583 at 4% or $409,056 at 6%; with 50% employer match about $409,056 at 4% or $272,704 at 6%; with 100% employer match about $306,792 at 4% or $204,528 at 6%.
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-9$344,620$220,890$24,543iApproximate average salary by contribution assumption: employee only about $613,583 at 4% or $409,056 at 6%; with 50% employer match about $409,056 at 4% or $272,704 at 6%; with 100% employer match about $306,792 at 4% or $204,528 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-0---
2004210$1,492,196$121,563$12,156iApproximate average salary by contribution assumption: employee only about $303,908 at 4% or $202,605 at 6%; with 50% employer match about $202,605 at 4% or $135,070 at 6%; with 100% employer match about $151,954 at 4% or $101,303 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-8$1,370,633--
JAMES R. LONG, DMD, PC DEFINED BENEFIT PENSION PLAN & TRUST-10$121,563$121,563$12,156iApproximate average salary by contribution assumption: employee only about $303,908 at 4% or $202,605 at 6%; with 50% employer match about $202,605 at 4% or $135,070 at 6%; with 100% employer match about $151,954 at 4% or $101,303 at 6%.
200318$1,245,002$70,098$8,762iApproximate average salary by contribution assumption: employee only about $219,056 at 4% or $146,038 at 6%; with 50% employer match about $146,038 at 4% or $97,358 at 6%; with 100% employer match about $109,528 at 4% or $73,019 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-8$1,245,002$70,098$8,762iApproximate average salary by contribution assumption: employee only about $219,056 at 4% or $146,038 at 6%; with 50% employer match about $146,038 at 4% or $97,358 at 6%; with 100% employer match about $109,528 at 4% or $73,019 at 6%.
200218$957,971$68,157$8,520iApproximate average salary by contribution assumption: employee only about $212,991 at 4% or $141,994 at 6%; with 50% employer match about $141,994 at 4% or $94,663 at 6%; with 100% employer match about $106,495 at 4% or $70,997 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-8$957,971$68,157$8,520iApproximate average salary by contribution assumption: employee only about $212,991 at 4% or $141,994 at 6%; with 50% employer match about $141,994 at 4% or $94,663 at 6%; with 100% employer match about $106,495 at 4% or $70,997 at 6%.
200117$0$0-
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-7---
200017$1,328,467$45,316$6,474iApproximate average salary by contribution assumption: employee only about $161,843 at 4% or $107,895 at 6%; with 50% employer match about $107,895 at 4% or $71,930 at 6%; with 100% employer match about $80,921 at 4% or $53,948 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-7$1,328,467$45,316$6,474iApproximate average salary by contribution assumption: employee only about $161,843 at 4% or $107,895 at 6%; with 50% employer match about $107,895 at 4% or $71,930 at 6%; with 100% employer match about $80,921 at 4% or $53,948 at 6%.
199916$1,696,810$36,092$6,015iApproximate average salary by contribution assumption: employee only about $150,383 at 4% or $100,256 at 6%; with 50% employer match about $100,256 at 4% or $66,837 at 6%; with 100% employer match about $75,192 at 4% or $50,128 at 6%.
Second Amended and Restated Profit Sharing Plan and Trust of James R Long DMD PC-6$1,696,810$36,092$6,015iApproximate average salary by contribution assumption: employee only about $150,383 at 4% or $100,256 at 6%; with 50% employer match about $100,256 at 4% or $66,837 at 6%; with 100% employer match about $75,192 at 4% or $50,128 at 6%.