Civic Intelligence

Roger a. Grace, D.D.S., M.S., P.A.

Plan context: Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust

EIN 59-1918801 • Fort Walton Beach, FL • 17 filings • 4 plans

28 Racetrack Road, NWFort Walton Beach, FL 32547
Current Snapshot

Latest Year

2013

2013 Participants

13

2013 Assets

$2,017,751

2013 Contributions

$79,898

Historical Graphs

Total Assets Over Time

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

$2,017,751$1,008,876$0199920052012YearValue
$2,017,751Latest year 2012

Participants Over Time

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

1470199920062012YearValue
13Latest year 2012

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
201310$0$0-
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-0$0--
2012113$2,017,751$79,898$6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-13$2,017,751$79,898$6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%.
2011114$1,942,584$226,797$16,200iApproximate average salary by contribution assumption: employee only about $404,995 at 4% or $269,996 at 6%; with 50% employer match about $269,996 at 4% or $179,998 at 6%; with 100% employer match about $202,497 at 4% or $134,998 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-14$1,942,584$226,797$16,200iApproximate average salary by contribution assumption: employee only about $404,995 at 4% or $269,996 at 6%; with 50% employer match about $269,996 at 4% or $179,998 at 6%; with 100% employer match about $202,497 at 4% or $134,998 at 6%.
2010112$1,938,088$90,171$7,514iApproximate average salary by contribution assumption: employee only about $187,856 at 4% or $125,238 at 6%; with 50% employer match about $125,238 at 4% or $83,492 at 6%; with 100% employer match about $93,928 at 4% or $62,619 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-12$1,938,088$90,171$7,514iApproximate average salary by contribution assumption: employee only about $187,856 at 4% or $125,238 at 6%; with 50% employer match about $125,238 at 4% or $83,492 at 6%; with 100% employer match about $93,928 at 4% or $62,619 at 6%.
2009113$1,725,542$93,863$7,220iApproximate average salary by contribution assumption: employee only about $180,506 at 4% or $120,337 at 6%; with 50% employer match about $120,337 at 4% or $80,225 at 6%; with 100% employer match about $90,253 at 4% or $60,169 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-13$1,725,542$93,863$7,220iApproximate average salary by contribution assumption: employee only about $180,506 at 4% or $120,337 at 6%; with 50% employer match about $120,337 at 4% or $80,225 at 6%; with 100% employer match about $90,253 at 4% or $60,169 at 6%.
2008110$0$0-
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-10---
2007110$0$0-
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-10---
200619$1,702,439$86,448$9,605iApproximate average salary by contribution assumption: employee only about $240,133 at 4% or $160,089 at 6%; with 50% employer match about $160,089 at 4% or $106,726 at 6%; with 100% employer match about $120,067 at 4% or $80,044 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-9$1,702,439$86,448$9,605iApproximate average salary by contribution assumption: employee only about $240,133 at 4% or $160,089 at 6%; with 50% employer match about $160,089 at 4% or $106,726 at 6%; with 100% employer match about $120,067 at 4% or $80,044 at 6%.
2005110$1,436,689$90,805$9,081iApproximate average salary by contribution assumption: employee only about $227,013 at 4% or $151,342 at 6%; with 50% employer match about $151,342 at 4% or $100,894 at 6%; with 100% employer match about $113,506 at 4% or $75,671 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-10$1,436,689$90,805$9,081iApproximate average salary by contribution assumption: employee only about $227,013 at 4% or $151,342 at 6%; with 50% employer match about $151,342 at 4% or $100,894 at 6%; with 100% employer match about $113,506 at 4% or $75,671 at 6%.
2004111$1,268,263$105,314$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-11$1,268,263$105,314$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
2003112$1,051,445$85,097$7,091iApproximate average salary by contribution assumption: employee only about $177,285 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-12$1,051,445$85,097$7,091iApproximate average salary by contribution assumption: employee only about $177,285 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
2002110$771,427$58,655$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,758 at 6%; with 50% employer match about $97,758 at 4% or $65,172 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-10$771,427$58,655$5,866iApproximate average salary by contribution assumption: employee only about $146,638 at 4% or $97,758 at 6%; with 50% employer match about $97,758 at 4% or $65,172 at 6%; with 100% employer match about $73,319 at 4% or $48,879 at 6%.
200119$836,800$48,784$5,420iApproximate average salary by contribution assumption: employee only about $135,511 at 4% or $90,341 at 6%; with 50% employer match about $90,341 at 4% or $60,227 at 6%; with 100% employer match about $67,756 at 4% or $45,170 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-9$836,800$48,784$5,420iApproximate average salary by contribution assumption: employee only about $135,511 at 4% or $90,341 at 6%; with 50% employer match about $90,341 at 4% or $60,227 at 6%; with 100% employer match about $67,756 at 4% or $45,170 at 6%.
200026$0$0-
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-6---
Roger a. Grace, D.D.S., M.S., P.A. Money Purchase Plan & Trust-0---
199925$1,172,577$43,920$8,784iApproximate average salary by contribution assumption: employee only about $219,600 at 4% or $146,400 at 6%; with 50% employer match about $146,400 at 4% or $97,600 at 6%; with 100% employer match about $109,800 at 4% or $73,200 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Profit Sharing Plan & Trust-5$1,002,846$21,397$4,279iApproximate average salary by contribution assumption: employee only about $106,985 at 4% or $71,323 at 6%; with 50% employer match about $71,323 at 4% or $47,549 at 6%; with 100% employer match about $53,492 at 4% or $35,662 at 6%.
Roger a. Grace, D.D.S., M.S., P.A. Money Purchase Plan & Trust-5$169,731$22,523$4,505iApproximate average salary by contribution assumption: employee only about $112,615 at 4% or $75,077 at 6%; with 50% employer match about $75,077 at 4% or $50,051 at 6%; with 100% employer match about $56,308 at 4% or $37,538 at 6%.