Civic Intelligence

James W. Mcpherson, Jr., D.D.S.

Plan context: James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan

EIN 62-1281685 • 9 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

11

2004 Assets

$1,629,229

2004 Contributions

$24,876

Historical Graphs

Total Assets Over Time

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

$1,629,229$814,615$0199920022003YearValue
$1,629,229Latest year 2003

Participants Over Time

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

1260199920012003YearValue
11Latest year 2003

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
200420$0$24,876-
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-0-$24,876-
JAMES W. MCPHERSON, JR., D.D.S. CASH BALANCE PLAN-0---
2003211$1,629,229$268,902$24,446iApproximate average salary by contribution assumption: employee only about $611,141 at 4% or $407,427 at 6%; with 50% employer match about $407,427 at 4% or $271,618 at 6%; with 100% employer match about $305,570 at 4% or $203,714 at 6%.
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-11$1,342,864$138,196$12,563iApproximate average salary by contribution assumption: employee only about $314,082 at 4% or $209,388 at 6%; with 50% employer match about $209,388 at 4% or $139,592 at 6%; with 100% employer match about $157,041 at 4% or $104,694 at 6%.
JAMES W. MCPHERSON, JR., D.D.S. CASH BALANCE PLAN-11$286,365$130,706$11,882iApproximate average salary by contribution assumption: employee only about $297,059 at 4% or $198,039 at 6%; with 50% employer match about $198,039 at 4% or $132,026 at 6%; with 100% employer match about $148,530 at 4% or $99,020 at 6%.
2002212$941,019$250,967$20,914iApproximate average salary by contribution assumption: employee only about $522,848 at 4% or $348,565 at 6%; with 50% employer match about $348,565 at 4% or $232,377 at 6%; with 100% employer match about $261,424 at 4% or $174,283 at 6%.
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-12$810,313$120,261$10,022iApproximate average salary by contribution assumption: employee only about $250,544 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,353 at 6%; with 100% employer match about $125,272 at 4% or $83,515 at 6%.
JAMES W. MCPHERSON, JR., D.D.S. CASH BALANCE PLAN-11$130,706$130,706$11,882iApproximate average salary by contribution assumption: employee only about $297,059 at 4% or $198,039 at 6%; with 50% employer match about $198,039 at 4% or $132,026 at 6%; with 100% employer match about $148,530 at 4% or $99,020 at 6%.
2001112$0$0-
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-12---
200017$698,989$42,486$6,069iApproximate average salary by contribution assumption: employee only about $151,736 at 4% or $101,157 at 6%; with 50% employer match about $101,157 at 4% or $67,438 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%.
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-7$698,989$42,486$6,069iApproximate average salary by contribution assumption: employee only about $151,736 at 4% or $101,157 at 6%; with 50% employer match about $101,157 at 4% or $67,438 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%.
199917$696,654$45,768$6,538iApproximate average salary by contribution assumption: employee only about $163,457 at 4% or $108,971 at 6%; with 50% employer match about $108,971 at 4% or $72,648 at 6%; with 100% employer match about $81,729 at 4% or $54,486 at 6%.
James W. Mcpherson, Jr., D.D.S. Profit Sharing Plan-7$696,654$45,768$6,538iApproximate average salary by contribution assumption: employee only about $163,457 at 4% or $108,971 at 6%; with 50% employer match about $108,971 at 4% or $72,648 at 6%; with 100% employer match about $81,729 at 4% or $54,486 at 6%.