Civic Intelligence

David C. Montz, D.D.S., P.A.

Plan context: David C. Montz, D.D.S., P.A. Retirement Plan & Trust

EIN 59-3785600 • 14 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

15

2017 Assets

$1,777,799

2017 Contributions

$135,315

Historical Graphs

Total Assets Over Time

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

$1,777,799$888,900$0200420112017YearValue
$1,777,799Latest year 2017

Participants Over Time

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

1890200420112017YearValue
15Latest year 2017

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
2017115$1,777,799$135,315$9,021iApproximate average salary by contribution assumption: employee only about $225,525 at 4% or $150,350 at 6%; with 50% employer match about $150,350 at 4% or $100,233 at 6%; with 100% employer match about $112,763 at 4% or $75,175 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-15$1,777,799$135,315$9,021iApproximate average salary by contribution assumption: employee only about $225,525 at 4% or $150,350 at 6%; with 50% employer match about $150,350 at 4% or $100,233 at 6%; with 100% employer match about $112,763 at 4% or $75,175 at 6%.
2016118$1,492,976$122,710$6,817iApproximate average salary by contribution assumption: employee only about $170,431 at 4% or $113,620 at 6%; with 50% employer match about $113,620 at 4% or $75,747 at 6%; with 100% employer match about $85,215 at 4% or $56,810 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-18$1,492,976$122,710$6,817iApproximate average salary by contribution assumption: employee only about $170,431 at 4% or $113,620 at 6%; with 50% employer match about $113,620 at 4% or $75,747 at 6%; with 100% employer match about $85,215 at 4% or $56,810 at 6%.
2015111$1,407,817$116,473$10,588iApproximate average salary by contribution assumption: employee only about $264,711 at 4% or $176,474 at 6%; with 50% employer match about $176,474 at 4% or $117,649 at 6%; with 100% employer match about $132,356 at 4% or $88,237 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-11$1,407,817$116,473$10,588iApproximate average salary by contribution assumption: employee only about $264,711 at 4% or $176,474 at 6%; with 50% employer match about $176,474 at 4% or $117,649 at 6%; with 100% employer match about $132,356 at 4% or $88,237 at 6%.
2014112$1,399,555$123,184$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-12$1,399,555$123,184$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
2013111$1,246,772$119,195$10,836iApproximate average salary by contribution assumption: employee only about $270,898 at 4% or $180,598 at 6%; with 50% employer match about $180,598 at 4% or $120,399 at 6%; with 100% employer match about $135,449 at 4% or $90,299 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-11$1,246,772$119,195$10,836iApproximate average salary by contribution assumption: employee only about $270,898 at 4% or $180,598 at 6%; with 50% employer match about $180,598 at 4% or $120,399 at 6%; with 100% employer match about $135,449 at 4% or $90,299 at 6%.
2012111$1,020,126$116,333$10,576iApproximate average salary by contribution assumption: employee only about $264,393 at 4% or $176,262 at 6%; with 50% employer match about $176,262 at 4% or $117,508 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-11$1,020,126$116,333$10,576iApproximate average salary by contribution assumption: employee only about $264,393 at 4% or $176,262 at 6%; with 50% employer match about $176,262 at 4% or $117,508 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
2011111$823,335$109,503$9,955iApproximate average salary by contribution assumption: employee only about $248,870 at 4% or $165,914 at 6%; with 50% employer match about $165,914 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-11$823,335$109,503$9,955iApproximate average salary by contribution assumption: employee only about $248,870 at 4% or $165,914 at 6%; with 50% employer match about $165,914 at 4% or $110,609 at 6%; with 100% employer match about $124,435 at 4% or $82,957 at 6%.
2010110$717,330$100,097$10,010iApproximate average salary by contribution assumption: employee only about $250,243 at 4% or $166,828 at 6%; with 50% employer match about $166,828 at 4% or $111,219 at 6%; with 100% employer match about $125,121 at 4% or $83,414 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-10$717,330$100,097$10,010iApproximate average salary by contribution assumption: employee only about $250,243 at 4% or $166,828 at 6%; with 50% employer match about $166,828 at 4% or $111,219 at 6%; with 100% employer match about $125,121 at 4% or $83,414 at 6%.
200918$566,467$89,549$11,194iApproximate average salary by contribution assumption: employee only about $279,841 at 4% or $186,560 at 6%; with 50% employer match about $186,560 at 4% or $124,374 at 6%; with 100% employer match about $139,920 at 4% or $93,280 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-8$566,467$89,549$11,194iApproximate average salary by contribution assumption: employee only about $279,841 at 4% or $186,560 at 6%; with 50% employer match about $186,560 at 4% or $124,374 at 6%; with 100% employer match about $139,920 at 4% or $93,280 at 6%.
200818$409,141$84,512$10,564iApproximate average salary by contribution assumption: employee only about $264,100 at 4% or $176,067 at 6%; with 50% employer match about $176,067 at 4% or $117,378 at 6%; with 100% employer match about $132,050 at 4% or $88,033 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-8$409,141$84,512$10,564iApproximate average salary by contribution assumption: employee only about $264,100 at 4% or $176,067 at 6%; with 50% employer match about $176,067 at 4% or $117,378 at 6%; with 100% employer match about $132,050 at 4% or $88,033 at 6%.
200716$0$0-
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-6---
200617$449,579$80,327$11,475iApproximate average salary by contribution assumption: employee only about $286,882 at 4% or $191,255 at 6%; with 50% employer match about $191,255 at 4% or $127,503 at 6%; with 100% employer match about $143,441 at 4% or $95,627 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-7$449,579$80,327$11,475iApproximate average salary by contribution assumption: employee only about $286,882 at 4% or $191,255 at 6%; with 50% employer match about $191,255 at 4% or $127,503 at 6%; with 100% employer match about $143,441 at 4% or $95,627 at 6%.
200517$337,850$81,439$11,634iApproximate average salary by contribution assumption: employee only about $290,854 at 4% or $193,902 at 6%; with 50% employer match about $193,902 at 4% or $129,268 at 6%; with 100% employer match about $145,427 at 4% or $96,951 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-7$337,850$81,439$11,634iApproximate average salary by contribution assumption: employee only about $290,854 at 4% or $193,902 at 6%; with 50% employer match about $193,902 at 4% or $129,268 at 6%; with 100% employer match about $145,427 at 4% or $96,951 at 6%.
200416$237,311$72,542$12,090iApproximate average salary by contribution assumption: employee only about $302,258 at 4% or $201,506 at 6%; with 50% employer match about $201,506 at 4% or $134,337 at 6%; with 100% employer match about $151,129 at 4% or $100,753 at 6%.
David C. Montz, D.D.S., P.A. Retirement Plan & Trust-6$237,311$72,542$12,090iApproximate average salary by contribution assumption: employee only about $302,258 at 4% or $201,506 at 6%; with 50% employer match about $201,506 at 4% or $134,337 at 6%; with 100% employer match about $151,129 at 4% or $100,753 at 6%.