Civic Intelligence

Charles R Moritz Dds PC

Plan context: Charles R Moritz Dds PC 401K Profit Sharing Plan

EIN 58-1633640 • Valdosta, GA • 17 filings • 4 plans

2704 N Oak Street, Bldg C 1Valdosta, GA 31602-1796
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$4,777

2015 Contributions

$24,000

Historical Graphs

Total Assets Over Time

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

$247,587$123,794$0200020082014YearValue
$4,777Latest year 2014

Participants Over Time

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

630200020072014YearValue
1Latest year 2014

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
201510$0$24,000-
Charles R Moritz Dds PC 401K Profit Sharing Plan-0-$24,000-
201411$4,777$33,313$33,313iApproximate average salary by contribution assumption: employee only about $832,825 at 4% or $555,217 at 6%; with 50% employer match about $555,217 at 4% or $370,144 at 6%; with 100% employer match about $416,413 at 4% or $277,608 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-1$4,777$33,313$33,313iApproximate average salary by contribution assumption: employee only about $832,825 at 4% or $555,217 at 6%; with 50% employer match about $555,217 at 4% or $370,144 at 6%; with 100% employer match about $416,413 at 4% or $277,608 at 6%.
201315$123,991$38,223$7,645iApproximate average salary by contribution assumption: employee only about $191,115 at 4% or $127,410 at 6%; with 50% employer match about $127,410 at 4% or $84,940 at 6%; with 100% employer match about $95,558 at 4% or $63,705 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-5$123,991$38,223$7,645iApproximate average salary by contribution assumption: employee only about $191,115 at 4% or $127,410 at 6%; with 50% employer match about $127,410 at 4% or $84,940 at 6%; with 100% employer match about $95,558 at 4% or $63,705 at 6%.
201214$132,459$33,628$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-4$132,459$33,628$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
201114$101,601$33,696$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-4$101,601$33,696$8,424iApproximate average salary by contribution assumption: employee only about $210,600 at 4% or $140,400 at 6%; with 50% employer match about $140,400 at 4% or $93,600 at 6%; with 100% employer match about $105,300 at 4% or $70,200 at 6%.
201015$247,587$37,241$7,448iApproximate average salary by contribution assumption: employee only about $186,205 at 4% or $124,137 at 6%; with 50% employer match about $124,137 at 4% or $82,758 at 6%; with 100% employer match about $93,103 at 4% or $62,068 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-5$247,587$37,241$7,448iApproximate average salary by contribution assumption: employee only about $186,205 at 4% or $124,137 at 6%; with 50% employer match about $124,137 at 4% or $82,758 at 6%; with 100% employer match about $93,103 at 4% or $62,068 at 6%.
200916$209,252$35,730$5,955iApproximate average salary by contribution assumption: employee only about $148,875 at 4% or $99,250 at 6%; with 50% employer match about $99,250 at 4% or $66,167 at 6%; with 100% employer match about $74,438 at 4% or $49,625 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-6$209,252$35,730$5,955iApproximate average salary by contribution assumption: employee only about $148,875 at 4% or $99,250 at 6%; with 50% employer match about $99,250 at 4% or $66,167 at 6%; with 100% employer match about $74,438 at 4% or $49,625 at 6%.
200815$151,106$37,257$7,451iApproximate average salary by contribution assumption: employee only about $186,285 at 4% or $124,190 at 6%; with 50% employer match about $124,190 at 4% or $82,793 at 6%; with 100% employer match about $93,143 at 4% or $62,095 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-5$151,106$37,257$7,451iApproximate average salary by contribution assumption: employee only about $186,285 at 4% or $124,190 at 6%; with 50% employer match about $124,190 at 4% or $82,793 at 6%; with 100% employer match about $93,143 at 4% or $62,095 at 6%.
200726$207,731$37,149$6,192iApproximate average salary by contribution assumption: employee only about $154,788 at 4% or $103,192 at 6%; with 50% employer match about $103,192 at 4% or $68,794 at 6%; with 100% employer match about $77,394 at 4% or $51,596 at 6%.
Charles R Moritz Dds PC 401K Profit Sharing Plan-6$207,731$37,149$6,192iApproximate average salary by contribution assumption: employee only about $154,788 at 4% or $103,192 at 6%; with 50% employer match about $103,192 at 4% or $68,794 at 6%; with 100% employer match about $77,394 at 4% or $51,596 at 6%.
CHARLES R MORITZ DDS PC PROFIT SHARING PLAN-0---
200616$160,146$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
CHARLES R MORITZ DDS PC PROFIT SHARING PLAN-6$160,146$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
200515$119,824$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
CHARLES R MORITZ DDS PC PROFIT SHARING PLAN-5$119,824$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
200415$107,087$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
CHARLES R MORITZ DDS PC PROFIT SHARING PLAN-5$107,087$16,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
200316$83,152$0-
CHARLES R MORITZ DDS PC PROFIT SHARING PLAN-6$83,152--
200216$75,438$30,987$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,038 at 6%.
CHARLES R. MORITZ, DDS PC PROFIT SHARING PLAN-6$75,438$30,987$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,038 at 6%.
200113$0$0-
CHARLES R. MORITZ, DDS PC PROFIT SHARING PLAN-3---
200014$31,490$31,490$7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%.
CHARLES R. MORITZ, DDS PC PROFIT SHARING PLAN-4$31,490$31,490$7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%.