Civic Intelligence

David J. Zaner, D.M.D., P.A.

Plan context: David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust

EIN 59-3626030 • Ocala, FL • 9 filings • 1 plans

3143 SW 32nd Ave Ste 300Suite 300Ocala, FL 34474-4446
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$723,684

2014 Contributions

$80,754

Historical Graphs

Total Assets Over Time

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

$723,684$361,842$0200620102013YearValue
$723,684Latest year 2013

Participants Over Time

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

530200620102013YearValue
4Latest year 2013

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
201410$0$0-
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-0$0--
201314$723,684$80,754$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-4$723,684$80,754$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
201214$531,520$81,896$20,474iApproximate average salary by contribution assumption: employee only about $511,850 at 4% or $341,233 at 6%; with 50% employer match about $341,233 at 4% or $227,489 at 6%; with 100% employer match about $255,925 at 4% or $170,617 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-4$531,520$81,896$20,474iApproximate average salary by contribution assumption: employee only about $511,850 at 4% or $341,233 at 6%; with 50% employer match about $341,233 at 4% or $227,489 at 6%; with 100% employer match about $255,925 at 4% or $170,617 at 6%.
201115$398,725$72,061$14,412iApproximate average salary by contribution assumption: employee only about $360,305 at 4% or $240,203 at 6%; with 50% employer match about $240,203 at 4% or $160,136 at 6%; with 100% employer match about $180,153 at 4% or $120,102 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-5$398,725$72,061$14,412iApproximate average salary by contribution assumption: employee only about $360,305 at 4% or $240,203 at 6%; with 50% employer match about $240,203 at 4% or $160,136 at 6%; with 100% employer match about $180,153 at 4% or $120,102 at 6%.
201014$339,713$71,073$17,768iApproximate average salary by contribution assumption: employee only about $444,206 at 4% or $296,138 at 6%; with 50% employer match about $296,138 at 4% or $197,425 at 6%; with 100% employer match about $222,103 at 4% or $148,069 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-4$339,713$71,073$17,768iApproximate average salary by contribution assumption: employee only about $444,206 at 4% or $296,138 at 6%; with 50% employer match about $296,138 at 4% or $197,425 at 6%; with 100% employer match about $222,103 at 4% or $148,069 at 6%.
200914$247,456$80,370$20,093iApproximate average salary by contribution assumption: employee only about $502,313 at 4% or $334,875 at 6%; with 50% employer match about $334,875 at 4% or $223,250 at 6%; with 100% employer match about $251,156 at 4% or $167,438 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-4$247,456$80,370$20,093iApproximate average salary by contribution assumption: employee only about $502,313 at 4% or $334,875 at 6%; with 50% employer match about $334,875 at 4% or $223,250 at 6%; with 100% employer match about $251,156 at 4% or $167,438 at 6%.
200815$209,724$96,058$19,212iApproximate average salary by contribution assumption: employee only about $480,290 at 4% or $320,193 at 6%; with 50% employer match about $320,193 at 4% or $213,462 at 6%; with 100% employer match about $240,145 at 4% or $160,097 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-5$209,724$96,058$19,212iApproximate average salary by contribution assumption: employee only about $480,290 at 4% or $320,193 at 6%; with 50% employer match about $320,193 at 4% or $213,462 at 6%; with 100% employer match about $240,145 at 4% or $160,097 at 6%.
200715$0$0-
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-5---
200614$96,264$95,227$23,807iApproximate average salary by contribution assumption: employee only about $595,169 at 4% or $396,779 at 6%; with 50% employer match about $396,779 at 4% or $264,519 at 6%; with 100% employer match about $297,584 at 4% or $198,390 at 6%.
David J. Zaner, D.M.D., P.A. Safe Harbor 401K Profit Sharing Plan & Trust-4$96,264$95,227$23,807iApproximate average salary by contribution assumption: employee only about $595,169 at 4% or $396,779 at 6%; with 50% employer match about $396,779 at 4% or $264,519 at 6%; with 100% employer match about $297,584 at 4% or $198,390 at 6%.