Civic Intelligence

Waldheim, Schmitt & Schmitt, DMD PLLC

Plan context: 401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC

EIN 59-3593003 • Altamonte Springs, FL • 12 filings • 6 plans

707 Pennsylvania Ave., Suite 1100Altamonte Springs, FL 32701
Current Snapshot

Latest Year

2011

2011 Participants

9

2011 Assets

$577,385

2011 Contributions

$70,403

Historical Graphs

Total Assets Over Time

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

$2,138,802$1,069,401$0200020062011YearValue
$577,385Latest year 2011

Participants Over Time

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

1470200020062011YearValue
9Latest year 2011

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
201119$577,385$70,403$7,823iApproximate average salary by contribution assumption: employee only about $195,564 at 4% or $130,376 at 6%; with 50% employer match about $130,376 at 4% or $86,917 at 6%; with 100% employer match about $97,782 at 4% or $65,188 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-9$577,385$70,403$7,823iApproximate average salary by contribution assumption: employee only about $195,564 at 4% or $130,376 at 6%; with 50% employer match about $130,376 at 4% or $86,917 at 6%; with 100% employer match about $97,782 at 4% or $65,188 at 6%.
201019$524,166$44,442$4,938iApproximate average salary by contribution assumption: employee only about $123,450 at 4% or $82,300 at 6%; with 50% employer match about $82,300 at 4% or $54,867 at 6%; with 100% employer match about $61,725 at 4% or $41,150 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-9$524,166$44,442$4,938iApproximate average salary by contribution assumption: employee only about $123,450 at 4% or $82,300 at 6%; with 50% employer match about $82,300 at 4% or $54,867 at 6%; with 100% employer match about $61,725 at 4% or $41,150 at 6%.
2009111$543,828$62,927$5,721iApproximate average salary by contribution assumption: employee only about $143,016 at 4% or $95,344 at 6%; with 50% employer match about $95,344 at 4% or $63,563 at 6%; with 100% employer match about $71,508 at 4% or $47,672 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-11$543,828$62,927$5,721iApproximate average salary by contribution assumption: employee only about $143,016 at 4% or $95,344 at 6%; with 50% employer match about $95,344 at 4% or $63,563 at 6%; with 100% employer match about $71,508 at 4% or $47,672 at 6%.
200816$0$0-
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-6---
200715$2,138,802$82,521$16,504iApproximate average salary by contribution assumption: employee only about $412,605 at 4% or $275,070 at 6%; with 50% employer match about $275,070 at 4% or $183,380 at 6%; with 100% employer match about $206,303 at 4% or $137,535 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-5$2,138,802$82,521$16,504iApproximate average salary by contribution assumption: employee only about $412,605 at 4% or $275,070 at 6%; with 50% employer match about $275,070 at 4% or $183,380 at 6%; with 100% employer match about $206,303 at 4% or $137,535 at 6%.
200616$2,010,043$43,452$7,242iApproximate average salary by contribution assumption: employee only about $181,050 at 4% or $120,700 at 6%; with 50% employer match about $120,700 at 4% or $80,467 at 6%; with 100% employer match about $90,525 at 4% or $60,350 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-6$2,010,043$43,452$7,242iApproximate average salary by contribution assumption: employee only about $181,050 at 4% or $120,700 at 6%; with 50% employer match about $120,700 at 4% or $80,467 at 6%; with 100% employer match about $90,525 at 4% or $60,350 at 6%.
2005113$2,116,098$128,505$9,885iApproximate average salary by contribution assumption: employee only about $247,125 at 4% or $164,750 at 6%; with 50% employer match about $164,750 at 4% or $109,833 at 6%; with 100% employer match about $123,563 at 4% or $82,375 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-13$2,116,098$128,505$9,885iApproximate average salary by contribution assumption: employee only about $247,125 at 4% or $164,750 at 6%; with 50% employer match about $164,750 at 4% or $109,833 at 6%; with 100% employer match about $123,563 at 4% or $82,375 at 6%.
2004114$1,853,685$145,788$10,413iApproximate average salary by contribution assumption: employee only about $260,336 at 4% or $173,557 at 6%; with 50% employer match about $173,557 at 4% or $115,705 at 6%; with 100% employer match about $130,168 at 4% or $86,779 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-14$1,853,685$145,788$10,413iApproximate average salary by contribution assumption: employee only about $260,336 at 4% or $173,557 at 6%; with 50% employer match about $173,557 at 4% or $115,705 at 6%; with 100% employer match about $130,168 at 4% or $86,779 at 6%.
2003111$1,460,038$137,342$12,486iApproximate average salary by contribution assumption: employee only about $312,141 at 4% or $208,094 at 6%; with 50% employer match about $208,094 at 4% or $138,729 at 6%; with 100% employer match about $156,070 at 4% or $104,047 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-11$1,460,038$137,342$12,486iApproximate average salary by contribution assumption: employee only about $312,141 at 4% or $208,094 at 6%; with 50% employer match about $208,094 at 4% or $138,729 at 6%; with 100% employer match about $156,070 at 4% or $104,047 at 6%.
2002111$1,008,339$69,720$6,338iApproximate average salary by contribution assumption: employee only about $158,455 at 4% or $105,636 at 6%; with 50% employer match about $105,636 at 4% or $70,424 at 6%; with 100% employer match about $79,227 at 4% or $52,818 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-11$1,008,339$69,720$6,338iApproximate average salary by contribution assumption: employee only about $158,455 at 4% or $105,636 at 6%; with 50% employer match about $105,636 at 4% or $70,424 at 6%; with 100% employer match about $79,227 at 4% or $52,818 at 6%.
2001111$0$0-
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-11---
200019$1,049,370$80,289$8,921iApproximate average salary by contribution assumption: employee only about $223,025 at 4% or $148,683 at 6%; with 50% employer match about $148,683 at 4% or $99,122 at 6%; with 100% employer match about $111,513 at 4% or $74,342 at 6%.
401K/P.S.Plan for Employees of Waldheim, Schmitt & Schmitt, DMD PLLC-9$1,049,370$80,289$8,921iApproximate average salary by contribution assumption: employee only about $223,025 at 4% or $148,683 at 6%; with 50% employer match about $148,683 at 4% or $99,122 at 6%; with 100% employer match about $111,513 at 4% or $74,342 at 6%.