Civic Intelligence

Michael B. Mathis, DMD

Plan context: Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust

EIN 61-1011542 • Louisville, KY • 23 filings • 5 plans

3002 Bardstown RoadLouisville, KY 40205
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$568

2018 Contributions

$78,758

Historical Graphs

Total Assets Over Time

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

$1,579,447$789,724$0200020092017YearValue
$568Latest year 2017

Participants Over Time

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

740200020092017YearValue
1Latest 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
201810$0$0-
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-0$0$0-
201711$568$0-
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-1$568$0-
201617$1,579,447$78,758$11,251iApproximate average salary by contribution assumption: employee only about $281,279 at 4% or $187,519 at 6%; with 50% employer match about $187,519 at 4% or $125,013 at 6%; with 100% employer match about $140,639 at 4% or $93,760 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-7$1,579,447$78,758$11,251iApproximate average salary by contribution assumption: employee only about $281,279 at 4% or $187,519 at 6%; with 50% employer match about $187,519 at 4% or $125,013 at 6%; with 100% employer match about $140,639 at 4% or $93,760 at 6%.
201517$1,486,885$84,617$12,088iApproximate average salary by contribution assumption: employee only about $302,204 at 4% or $201,469 at 6%; with 50% employer match about $201,469 at 4% or $134,313 at 6%; with 100% employer match about $151,102 at 4% or $100,735 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-7$1,486,885$84,617$12,088iApproximate average salary by contribution assumption: employee only about $302,204 at 4% or $201,469 at 6%; with 50% employer match about $201,469 at 4% or $134,313 at 6%; with 100% employer match about $151,102 at 4% or $100,735 at 6%.
201416$1,432,437$71,271$11,879iApproximate average salary by contribution assumption: employee only about $296,963 at 4% or $197,975 at 6%; with 50% employer match about $197,975 at 4% or $131,983 at 6%; with 100% employer match about $148,481 at 4% or $98,988 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-6$1,432,437$71,271$11,879iApproximate average salary by contribution assumption: employee only about $296,963 at 4% or $197,975 at 6%; with 50% employer match about $197,975 at 4% or $131,983 at 6%; with 100% employer match about $148,481 at 4% or $98,988 at 6%.
201316$1,341,100$70,732$11,789iApproximate average salary by contribution assumption: employee only about $294,717 at 4% or $196,478 at 6%; with 50% employer match about $196,478 at 4% or $130,985 at 6%; with 100% employer match about $147,358 at 4% or $98,239 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-6$1,341,100$70,732$11,789iApproximate average salary by contribution assumption: employee only about $294,717 at 4% or $196,478 at 6%; with 50% employer match about $196,478 at 4% or $130,985 at 6%; with 100% employer match about $147,358 at 4% or $98,239 at 6%.
201216$1,189,616$63,435$10,573iApproximate average salary by contribution assumption: employee only about $264,313 at 4% or $176,208 at 6%; with 50% employer match about $176,208 at 4% or $117,472 at 6%; with 100% employer match about $132,156 at 4% or $88,104 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-6$1,189,616$63,435$10,573iApproximate average salary by contribution assumption: employee only about $264,313 at 4% or $176,208 at 6%; with 50% employer match about $176,208 at 4% or $117,472 at 6%; with 100% employer match about $132,156 at 4% or $88,104 at 6%.
201126$1,296,362$137,390$22,898iApproximate average salary by contribution assumption: employee only about $572,458 at 4% or $381,639 at 6%; with 50% employer match about $381,639 at 4% or $254,426 at 6%; with 100% employer match about $286,229 at 4% or $190,819 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-6$1,054,953$62,390$10,398iApproximate average salary by contribution assumption: employee only about $259,958 at 4% or $173,306 at 6%; with 50% employer match about $173,306 at 4% or $115,537 at 6%; with 100% employer match about $129,979 at 4% or $86,653 at 6%.
MICHAEL B. MATHIS, D.M.D. CASH BALANCE PENSION PLAN-6$241,409$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201026$1,161,746$100,564$16,761iApproximate average salary by contribution assumption: employee only about $419,017 at 4% or $279,344 at 6%; with 50% employer match about $279,344 at 4% or $186,230 at 6%; with 100% employer match about $209,508 at 4% or $139,672 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-6$976,112$40,564$6,761iApproximate average salary by contribution assumption: employee only about $169,017 at 4% or $112,678 at 6%; with 50% employer match about $112,678 at 4% or $75,119 at 6%; with 100% employer match about $84,508 at 4% or $56,339 at 6%.
MICHAEL B. MATHIS, D.M.D. CASH BALANCE PENSION PLAN-5$185,634$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200925$955,873$114,543$22,909iApproximate average salary by contribution assumption: employee only about $572,715 at 4% or $381,810 at 6%; with 50% employer match about $381,810 at 4% or $254,540 at 6%; with 100% employer match about $286,358 at 4% or $190,905 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-5$830,207$44,543$8,909iApproximate average salary by contribution assumption: employee only about $222,715 at 4% or $148,477 at 6%; with 50% employer match about $148,477 at 4% or $98,984 at 6%; with 100% employer match about $111,358 at 4% or $74,238 at 6%.
MICHAEL B. MATHIS, D.M.D. CASH BALANCE PENSION PLAN-4$125,666$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200825$657,308$107,212$21,442iApproximate average salary by contribution assumption: employee only about $536,060 at 4% or $357,373 at 6%; with 50% employer match about $357,373 at 4% or $238,249 at 6%; with 100% employer match about $268,030 at 4% or $178,687 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-5$601,659$51,563$10,313iApproximate average salary by contribution assumption: employee only about $257,815 at 4% or $171,877 at 6%; with 50% employer match about $171,877 at 4% or $114,584 at 6%; with 100% employer match about $128,908 at 4% or $85,938 at 6%.
MICHAEL B. MATHIS, D.M.D. CASH BALANCE PENSION PLAN-4$55,649$55,649$13,912iApproximate average salary by contribution assumption: employee only about $347,806 at 4% or $231,871 at 6%; with 50% employer match about $231,871 at 4% or $154,581 at 6%; with 100% employer match about $173,903 at 4% or $115,935 at 6%.
200714$0$0-
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-4---
200614$1,128,868$60,592$15,148iApproximate average salary by contribution assumption: employee only about $378,700 at 4% or $252,467 at 6%; with 50% employer match about $252,467 at 4% or $168,311 at 6%; with 100% employer match about $189,350 at 4% or $126,233 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-4$1,128,868$60,592$15,148iApproximate average salary by contribution assumption: employee only about $378,700 at 4% or $252,467 at 6%; with 50% employer match about $252,467 at 4% or $168,311 at 6%; with 100% employer match about $189,350 at 4% or $126,233 at 6%.
200513$942,141$53,360$17,787iApproximate average salary by contribution assumption: employee only about $444,667 at 4% or $296,444 at 6%; with 50% employer match about $296,444 at 4% or $197,630 at 6%; with 100% employer match about $222,333 at 4% or $148,222 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-3$942,141$53,360$17,787iApproximate average salary by contribution assumption: employee only about $444,667 at 4% or $296,444 at 6%; with 50% employer match about $296,444 at 4% or $197,630 at 6%; with 100% employer match about $222,333 at 4% or $148,222 at 6%.
200414$729,519$50,381$12,595iApproximate average salary by contribution assumption: employee only about $314,881 at 4% or $209,921 at 6%; with 50% employer match about $209,921 at 4% or $139,947 at 6%; with 100% employer match about $157,441 at 4% or $104,960 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-4$729,519$50,381$12,595iApproximate average salary by contribution assumption: employee only about $314,881 at 4% or $209,921 at 6%; with 50% employer match about $209,921 at 4% or $139,947 at 6%; with 100% employer match about $157,441 at 4% or $104,960 at 6%.
200315$573,598$42,948$8,590iApproximate average salary by contribution assumption: employee only about $214,740 at 4% or $143,160 at 6%; with 50% employer match about $143,160 at 4% or $95,440 at 6%; with 100% employer match about $107,370 at 4% or $71,580 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-5$573,598$42,948$8,590iApproximate average salary by contribution assumption: employee only about $214,740 at 4% or $143,160 at 6%; with 50% employer match about $143,160 at 4% or $95,440 at 6%; with 100% employer match about $107,370 at 4% or $71,580 at 6%.
200213$433,392$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-3$433,392$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200114$566,800$37,963$9,491iApproximate average salary by contribution assumption: employee only about $237,269 at 4% or $158,179 at 6%; with 50% employer match about $158,179 at 4% or $105,453 at 6%; with 100% employer match about $118,634 at 4% or $79,090 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-4$566,800$37,963$9,491iApproximate average salary by contribution assumption: employee only about $237,269 at 4% or $158,179 at 6%; with 50% employer match about $158,179 at 4% or $105,453 at 6%; with 100% employer match about $118,634 at 4% or $79,090 at 6%.
200014$589,547$41,905$10,476iApproximate average salary by contribution assumption: employee only about $261,906 at 4% or $174,604 at 6%; with 50% employer match about $174,604 at 4% or $116,403 at 6%; with 100% employer match about $130,953 at 4% or $87,302 at 6%.
Michael B. Mathis DMD 401(K) Profit Sharing Plan & Trust-4$589,547$41,905$10,476iApproximate average salary by contribution assumption: employee only about $261,906 at 4% or $174,604 at 6%; with 50% employer match about $174,604 at 4% or $116,403 at 6%; with 100% employer match about $130,953 at 4% or $87,302 at 6%.