James E. Edwards, D.D.S., P.A.
Plan context: Marion Dental Group Money Purchase Pension Plan & Trust
EIN 59-2149440 • 27 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
24
2014 Assets
$5,877,674
2014 Contributions
$264,039
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 24 | $5,877,674 | $264,039 | $11,002iApproximate average salary by contribution assumption: employee only about $275,041 at 4% or $183,360 at 6%; with 50% employer match about $183,360 at 4% or $122,240 at 6%; with 100% employer match about $137,520 at 4% or $91,680 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 24 | $5,877,674 | $264,039 | $11,002iApproximate average salary by contribution assumption: employee only about $275,041 at 4% or $183,360 at 6%; with 50% employer match about $183,360 at 4% or $122,240 at 6%; with 100% employer match about $137,520 at 4% or $91,680 at 6%. |
| 2013 | 1 | 31 | $5,637,365 | $320,189 | $10,329iApproximate average salary by contribution assumption: employee only about $258,217 at 4% or $172,145 at 6%; with 50% employer match about $172,145 at 4% or $114,763 at 6%; with 100% employer match about $129,108 at 4% or $86,072 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 31 | $5,637,365 | $320,189 | $10,329iApproximate average salary by contribution assumption: employee only about $258,217 at 4% or $172,145 at 6%; with 50% employer match about $172,145 at 4% or $114,763 at 6%; with 100% employer match about $129,108 at 4% or $86,072 at 6%. |
| 2012 | 1 | 28 | $4,856,146 | $310,925 | $11,104iApproximate average salary by contribution assumption: employee only about $277,612 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,383 at 6%; with 100% employer match about $138,806 at 4% or $92,537 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 28 | $4,856,146 | $310,925 | $11,104iApproximate average salary by contribution assumption: employee only about $277,612 at 4% or $185,074 at 6%; with 50% employer match about $185,074 at 4% or $123,383 at 6%; with 100% employer match about $138,806 at 4% or $92,537 at 6%. |
| 2011 | 1 | 22 | $4,221,727 | $424,441 | $19,293iApproximate average salary by contribution assumption: employee only about $482,319 at 4% or $321,546 at 6%; with 50% employer match about $321,546 at 4% or $214,364 at 6%; with 100% employer match about $241,160 at 4% or $160,773 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 22 | $4,221,727 | $424,441 | $19,293iApproximate average salary by contribution assumption: employee only about $482,319 at 4% or $321,546 at 6%; with 50% employer match about $321,546 at 4% or $214,364 at 6%; with 100% employer match about $241,160 at 4% or $160,773 at 6%. |
| 2010 | 2 | 26 | $4,034,836 | $313,166 | $12,045iApproximate average salary by contribution assumption: employee only about $301,121 at 4% or $200,747 at 6%; with 50% employer match about $200,747 at 4% or $133,832 at 6%; with 100% employer match about $150,561 at 4% or $100,374 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 26 | $4,034,836 | $313,166 | $12,045iApproximate average salary by contribution assumption: employee only about $301,121 at 4% or $200,747 at 6%; with 50% employer match about $200,747 at 4% or $133,832 at 6%; with 100% employer match about $150,561 at 4% or $100,374 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 0 | - | - | - |
| 2009 | 2 | 35 | $6,276,950 | $505,146 | $14,433iApproximate average salary by contribution assumption: employee only about $360,819 at 4% or $240,546 at 6%; with 50% employer match about $240,546 at 4% or $160,364 at 6%; with 100% employer match about $180,409 at 4% or $120,273 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 35 | $5,020,410 | $339,071 | $9,688iApproximate average salary by contribution assumption: employee only about $242,194 at 4% or $161,462 at 6%; with 50% employer match about $161,462 at 4% or $107,642 at 6%; with 100% employer match about $121,097 at 4% or $80,731 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 30 | $1,256,540 | $166,075 | $5,536iApproximate average salary by contribution assumption: employee only about $138,396 at 4% or $92,264 at 6%; with 50% employer match about $92,264 at 4% or $61,509 at 6%; with 100% employer match about $69,198 at 4% or $46,132 at 6%. |
| 2008 | 2 | 35 | $0 | $0 | - |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 33 | - | - | - |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 35 | - | - | - |
| 2007 | 2 | 56 | $0 | $0 | - |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 56 | - | - | - |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 55 | - | - | - |
| 2006 | 2 | 46 | $7,604,642 | $593,868 | $12,910iApproximate average salary by contribution assumption: employee only about $322,754 at 4% or $215,170 at 6%; with 50% employer match about $215,170 at 4% or $143,446 at 6%; with 100% employer match about $161,377 at 4% or $107,585 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 46 | $6,475,878 | $451,190 | $9,808iApproximate average salary by contribution assumption: employee only about $245,212 at 4% or $163,475 at 6%; with 50% employer match about $163,475 at 4% or $108,983 at 6%; with 100% employer match about $122,606 at 4% or $81,737 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 45 | $1,128,764 | $142,678 | $3,171iApproximate average salary by contribution assumption: employee only about $79,266 at 4% or $52,844 at 6%; with 50% employer match about $52,844 at 4% or $35,229 at 6%; with 100% employer match about $39,633 at 4% or $26,422 at 6%. |
| 2005 | 2 | 40 | $6,327,183 | $589,317 | $14,733iApproximate average salary by contribution assumption: employee only about $368,323 at 4% or $245,549 at 6%; with 50% employer match about $245,549 at 4% or $163,699 at 6%; with 100% employer match about $184,162 at 4% or $122,774 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 40 | $5,477,954 | $413,490 | $10,337iApproximate average salary by contribution assumption: employee only about $258,431 at 4% or $172,288 at 6%; with 50% employer match about $172,288 at 4% or $114,858 at 6%; with 100% employer match about $129,216 at 4% or $86,144 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 39 | $849,229 | $175,827 | $4,508iApproximate average salary by contribution assumption: employee only about $112,710 at 4% or $75,140 at 6%; with 50% employer match about $75,140 at 4% or $50,093 at 6%; with 100% employer match about $56,355 at 4% or $37,570 at 6%. |
| 2004 | 2 | 38 | $5,187,558 | $502,446 | $13,222iApproximate average salary by contribution assumption: employee only about $330,557 at 4% or $220,371 at 6%; with 50% employer match about $220,371 at 4% or $146,914 at 6%; with 100% employer match about $165,278 at 4% or $110,186 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 38 | $4,552,459 | $342,836 | $9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 37 | $635,099 | $159,610 | $4,314iApproximate average salary by contribution assumption: employee only about $107,845 at 4% or $71,896 at 6%; with 50% employer match about $71,896 at 4% or $47,931 at 6%; with 100% employer match about $53,922 at 4% or $35,948 at 6%. |
| 2003 | 2 | 29 | $3,843,377 | $432,732 | $14,922iApproximate average salary by contribution assumption: employee only about $373,045 at 4% or $248,697 at 6%; with 50% employer match about $248,697 at 4% or $165,798 at 6%; with 100% employer match about $186,522 at 4% or $124,348 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 29 | $3,419,832 | $313,128 | $10,798iApproximate average salary by contribution assumption: employee only about $269,938 at 4% or $179,959 at 6%; with 50% employer match about $179,959 at 4% or $119,972 at 6%; with 100% employer match about $134,969 at 4% or $89,979 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 28 | $423,545 | $119,604 | $4,272iApproximate average salary by contribution assumption: employee only about $106,789 at 4% or $71,193 at 6%; with 50% employer match about $71,193 at 4% or $47,462 at 6%; with 100% employer match about $53,395 at 4% or $35,596 at 6%. |
| 2002 | 2 | 25 | $0 | $0 | - |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 25 | - | - | - |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 25 | - | - | - |
| 2001 | 2 | 20 | $0 | $0 | - |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 20 | - | - | - |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 20 | - | - | - |
| 2000 | 2 | 19 | $2,171,299 | $230,483 | $12,131iApproximate average salary by contribution assumption: employee only about $303,267 at 4% or $202,178 at 6%; with 50% employer match about $202,178 at 4% or $134,785 at 6%; with 100% employer match about $151,634 at 4% or $101,089 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 19 | $2,103,569 | $162,753 | $8,566iApproximate average salary by contribution assumption: employee only about $214,149 at 4% or $142,766 at 6%; with 50% employer match about $142,766 at 4% or $95,177 at 6%; with 100% employer match about $107,074 at 4% or $71,383 at 6%. |
| MARION DENTAL GROUP DEFINED BENEFIT PENSION PLAN & TRUST | - | 17 | $67,730 | $67,730 | $3,984iApproximate average salary by contribution assumption: employee only about $99,603 at 4% or $66,402 at 6%; with 50% employer match about $66,402 at 4% or $44,268 at 6%; with 100% employer match about $49,801 at 4% or $33,201 at 6%. |
| 1999 | 1 | 16 | $1,695,865 | $115,065 | $7,192iApproximate average salary by contribution assumption: employee only about $179,789 at 4% or $119,859 at 6%; with 50% employer match about $119,859 at 4% or $79,906 at 6%; with 100% employer match about $89,895 at 4% or $59,930 at 6%. |
| Marion Dental Group Money Purchase Pension Plan & Trust | - | 16 | $1,695,865 | $115,065 | $7,192iApproximate average salary by contribution assumption: employee only about $179,789 at 4% or $119,859 at 6%; with 50% employer match about $119,859 at 4% or $79,906 at 6%; with 100% employer match about $89,895 at 4% or $59,930 at 6%. |