Civic Intelligence

Kenneth Wortman, D.D.S., P.A.

Plan context: Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan

EIN 59-2023082 • 11 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$4,422,095

2009 Contributions

$217,722

Historical Graphs

Total Assets Over Time

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

$4,422,095$2,211,048$0199920052006YearValue
$4,422,095Latest year 2006

Participants Over Time

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

630199920042008YearValue
3Latest year 2008

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
200910$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-0---
200813$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-3---
200716$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-6---
200615$4,422,095$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-5$4,422,095--
200515$3,994,789$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-5$3,994,789--
200415$3,470,119$217,722$43,544iApproximate average salary by contribution assumption: employee only about $1,088,610 at 4% or $725,740 at 6%; with 50% employer match about $725,740 at 4% or $483,827 at 6%; with 100% employer match about $544,305 at 4% or $362,870 at 6%.
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-5$3,470,119$217,722$43,544iApproximate average salary by contribution assumption: employee only about $1,088,610 at 4% or $725,740 at 6%; with 50% employer match about $725,740 at 4% or $483,827 at 6%; with 100% employer match about $544,305 at 4% or $362,870 at 6%.
200314$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-4---
200214$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-4---
200114$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-4---
200015$0$0-
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-5---
199915$3,904,814$36,909$7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.
Kenneth M. Wortman, D.D.S., P.A. Targ. Ben. Pension Plan-5$3,904,814$36,909$7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.