Civic Intelligence

Wadsworth Dental, P.A.

Plan context: WADSWORTH DENTAL PRACTICE DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 59-3631874 • Lady Lake, FL • 15 filings • 4 plans

13940 U.s. Highway 441Suite 602Lady Lake, FL 32159
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$228,817

2019 Contributions

$116,276

Historical Graphs

Total Assets Over Time

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

$2,694,078$1,347,039$0200820142019YearValue
$228,817Latest year 2019

Participants Over Time

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

1160200720142019YearValue
10Latest year 2019

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
2019310$228,817$116,276$11,628iApproximate average salary by contribution assumption: employee only about $290,690 at 4% or $193,793 at 6%; with 50% employer match about $193,793 at 4% or $129,196 at 6%; with 100% employer match about $145,345 at 4% or $96,897 at 6%.
WADSWORTH DENTAL PRACTICE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$228,817$116,276$11,628iApproximate average salary by contribution assumption: employee only about $290,690 at 4% or $193,793 at 6%; with 50% employer match about $193,793 at 4% or $129,196 at 6%; with 100% employer match about $145,345 at 4% or $96,897 at 6%.
WADSWORTH DENTAL PRACTICE DEFINED BENEFIT CASH-0$0--
Wadsworth Dental Practice Retirement Plan & Trust-0$0--
2018210$2,081,358$238,695$23,870iApproximate average salary by contribution assumption: employee only about $596,738 at 4% or $397,825 at 6%; with 50% employer match about $397,825 at 4% or $265,217 at 6%; with 100% employer match about $298,369 at 4% or $198,913 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-10$1,980,349$137,686$13,769iApproximate average salary by contribution assumption: employee only about $344,215 at 4% or $229,477 at 6%; with 50% employer match about $229,477 at 4% or $152,984 at 6%; with 100% employer match about $172,108 at 4% or $114,738 at 6%.
WADSWORTH DENTAL PRACTICE DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$101,009$101,009$10,101iApproximate average salary by contribution assumption: employee only about $252,523 at 4% or $168,348 at 6%; with 50% employer match about $168,348 at 4% or $112,232 at 6%; with 100% employer match about $126,261 at 4% or $84,174 at 6%.
2017111$1,965,450$115,579$10,507iApproximate average salary by contribution assumption: employee only about $262,680 at 4% or $175,120 at 6%; with 50% employer match about $175,120 at 4% or $116,746 at 6%; with 100% employer match about $131,340 at 4% or $87,560 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$1,965,450$115,579$10,507iApproximate average salary by contribution assumption: employee only about $262,680 at 4% or $175,120 at 6%; with 50% employer match about $175,120 at 4% or $116,746 at 6%; with 100% employer match about $131,340 at 4% or $87,560 at 6%.
2016111$1,692,124$102,756$9,341iApproximate average salary by contribution assumption: employee only about $233,536 at 4% or $155,691 at 6%; with 50% employer match about $155,691 at 4% or $103,794 at 6%; with 100% employer match about $116,768 at 4% or $77,845 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$1,692,124$102,756$9,341iApproximate average salary by contribution assumption: employee only about $233,536 at 4% or $155,691 at 6%; with 50% employer match about $155,691 at 4% or $103,794 at 6%; with 100% employer match about $116,768 at 4% or $77,845 at 6%.
2015110$1,507,775$101,920$10,192iApproximate average salary by contribution assumption: employee only about $254,800 at 4% or $169,867 at 6%; with 50% employer match about $169,867 at 4% or $113,244 at 6%; with 100% employer match about $127,400 at 4% or $84,933 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-10$1,507,775$101,920$10,192iApproximate average salary by contribution assumption: employee only about $254,800 at 4% or $169,867 at 6%; with 50% employer match about $169,867 at 4% or $113,244 at 6%; with 100% employer match about $127,400 at 4% or $84,933 at 6%.
2014111$1,475,742$102,517$9,320iApproximate average salary by contribution assumption: employee only about $232,993 at 4% or $155,329 at 6%; with 50% employer match about $155,329 at 4% or $103,553 at 6%; with 100% employer match about $116,497 at 4% or $77,664 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$1,475,742$102,517$9,320iApproximate average salary by contribution assumption: employee only about $232,993 at 4% or $155,329 at 6%; with 50% employer match about $155,329 at 4% or $103,553 at 6%; with 100% employer match about $116,497 at 4% or $77,664 at 6%.
2013111$1,330,780$94,540$8,595iApproximate average salary by contribution assumption: employee only about $214,864 at 4% or $143,242 at 6%; with 50% employer match about $143,242 at 4% or $95,495 at 6%; with 100% employer match about $107,432 at 4% or $71,621 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$1,330,780$94,540$8,595iApproximate average salary by contribution assumption: employee only about $214,864 at 4% or $143,242 at 6%; with 50% employer match about $143,242 at 4% or $95,495 at 6%; with 100% employer match about $107,432 at 4% or $71,621 at 6%.
2012111$1,112,439$95,120$8,647iApproximate average salary by contribution assumption: employee only about $216,182 at 4% or $144,121 at 6%; with 50% employer match about $144,121 at 4% or $96,081 at 6%; with 100% employer match about $108,091 at 4% or $72,061 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$1,112,439$95,120$8,647iApproximate average salary by contribution assumption: employee only about $216,182 at 4% or $144,121 at 6%; with 50% employer match about $144,121 at 4% or $96,081 at 6%; with 100% employer match about $108,091 at 4% or $72,061 at 6%.
2011111$965,089$102,155$9,287iApproximate average salary by contribution assumption: employee only about $232,170 at 4% or $154,780 at 6%; with 50% employer match about $154,780 at 4% or $103,187 at 6%; with 100% employer match about $116,085 at 4% or $77,390 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-11$965,089$102,155$9,287iApproximate average salary by contribution assumption: employee only about $232,170 at 4% or $154,780 at 6%; with 50% employer match about $154,780 at 4% or $103,187 at 6%; with 100% employer match about $116,085 at 4% or $77,390 at 6%.
201018$864,898$93,893$11,737iApproximate average salary by contribution assumption: employee only about $293,416 at 4% or $195,610 at 6%; with 50% employer match about $195,610 at 4% or $130,407 at 6%; with 100% employer match about $146,708 at 4% or $97,805 at 6%.
Wadsworth Dental Practice Retirement Plan & Trust-8$864,898$93,893$11,737iApproximate average salary by contribution assumption: employee only about $293,416 at 4% or $195,610 at 6%; with 50% employer match about $195,610 at 4% or $130,407 at 6%; with 100% employer match about $146,708 at 4% or $97,805 at 6%.
200819$2,694,078$0-
Wadsworth Dental Practice Retirement Plan & Trust-9$2,694,078--
200719$0$0-
Wadsworth Dental Practice Retirement Plan & Trust-9---