Civic Intelligence

Dr. William D. Gates

Plan context: William D. Gates D.M.D. Self Employed Retirement Plan

EIN 63-6104762 • Mobile, AL • 15 filings • 5 plans

PO Box 2527Mobile, AL 36652
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$1,710,731

2013 Contributions

$31,016

Historical Graphs

Total Assets Over Time

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

$1,710,731$855,366$0199920062012YearValue
$1,710,731Latest year 2012

Participants Over Time

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

740199920062012YearValue
7Latest year 2012

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
201310$0$0-
William D. Gates D.M.D. Self Employed Retirement Plan-0$0--
201217$1,710,731$31,016$4,431iApproximate average salary by contribution assumption: employee only about $110,771 at 4% or $73,848 at 6%; with 50% employer match about $73,848 at 4% or $49,232 at 6%; with 100% employer match about $55,386 at 4% or $36,924 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-7$1,710,731$31,016$4,431iApproximate average salary by contribution assumption: employee only about $110,771 at 4% or $73,848 at 6%; with 50% employer match about $73,848 at 4% or $49,232 at 6%; with 100% employer match about $55,386 at 4% or $36,924 at 6%.
201117$1,554,155$24,663$3,523iApproximate average salary by contribution assumption: employee only about $88,082 at 4% or $58,721 at 6%; with 50% employer match about $58,721 at 4% or $39,148 at 6%; with 100% employer match about $44,041 at 4% or $29,361 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-7$1,554,155$24,663$3,523iApproximate average salary by contribution assumption: employee only about $88,082 at 4% or $58,721 at 6%; with 50% employer match about $58,721 at 4% or $39,148 at 6%; with 100% employer match about $44,041 at 4% or $29,361 at 6%.
201017$1,515,269$43,876$6,268iApproximate average salary by contribution assumption: employee only about $156,700 at 4% or $104,467 at 6%; with 50% employer match about $104,467 at 4% or $69,644 at 6%; with 100% employer match about $78,350 at 4% or $52,233 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-7$1,515,269$43,876$6,268iApproximate average salary by contribution assumption: employee only about $156,700 at 4% or $104,467 at 6%; with 50% employer match about $104,467 at 4% or $69,644 at 6%; with 100% employer match about $78,350 at 4% or $52,233 at 6%.
200916$1,352,921$40,707$6,785iApproximate average salary by contribution assumption: employee only about $169,613 at 4% or $113,075 at 6%; with 50% employer match about $113,075 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,538 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-6$1,352,921$40,707$6,785iApproximate average salary by contribution assumption: employee only about $169,613 at 4% or $113,075 at 6%; with 50% employer match about $113,075 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,538 at 6%.
200815$1,142,640$35,707$7,141iApproximate average salary by contribution assumption: employee only about $178,535 at 4% or $119,023 at 6%; with 50% employer match about $119,023 at 4% or $79,349 at 6%; with 100% employer match about $89,268 at 4% or $59,512 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$1,142,640$35,707$7,141iApproximate average salary by contribution assumption: employee only about $178,535 at 4% or $119,023 at 6%; with 50% employer match about $119,023 at 4% or $79,349 at 6%; with 100% employer match about $89,268 at 4% or $59,512 at 6%.
200715$0$0-
William D. Gates D.M.D. Self Employed Retirement Plan-5---
200615$1,297,477$34,617$6,923iApproximate average salary by contribution assumption: employee only about $173,085 at 4% or $115,390 at 6%; with 50% employer match about $115,390 at 4% or $76,927 at 6%; with 100% employer match about $86,543 at 4% or $57,695 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$1,297,477$34,617$6,923iApproximate average salary by contribution assumption: employee only about $173,085 at 4% or $115,390 at 6%; with 50% employer match about $115,390 at 4% or $76,927 at 6%; with 100% employer match about $86,543 at 4% or $57,695 at 6%.
200515$1,146,586$33,045$6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,613 at 4% or $55,075 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$1,146,586$33,045$6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,613 at 4% or $55,075 at 6%.
200414$1,057,345$27,978$6,995iApproximate average salary by contribution assumption: employee only about $174,863 at 4% or $116,575 at 6%; with 50% employer match about $116,575 at 4% or $77,717 at 6%; with 100% employer match about $87,431 at 4% or $58,288 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-4$1,057,345$27,978$6,995iApproximate average salary by contribution assumption: employee only about $174,863 at 4% or $116,575 at 6%; with 50% employer match about $116,575 at 4% or $77,717 at 6%; with 100% employer match about $87,431 at 4% or $58,288 at 6%.
200315$982,012$29,831$5,966iApproximate average salary by contribution assumption: employee only about $149,155 at 4% or $99,437 at 6%; with 50% employer match about $99,437 at 4% or $66,291 at 6%; with 100% employer match about $74,578 at 4% or $49,718 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$982,012$29,831$5,966iApproximate average salary by contribution assumption: employee only about $149,155 at 4% or $99,437 at 6%; with 50% employer match about $99,437 at 4% or $66,291 at 6%; with 100% employer match about $74,578 at 4% or $49,718 at 6%.
200215$824,281$31,928$6,386iApproximate average salary by contribution assumption: employee only about $159,640 at 4% or $106,427 at 6%; with 50% employer match about $106,427 at 4% or $70,951 at 6%; with 100% employer match about $79,820 at 4% or $53,213 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$824,281$31,928$6,386iApproximate average salary by contribution assumption: employee only about $159,640 at 4% or $106,427 at 6%; with 50% employer match about $106,427 at 4% or $70,951 at 6%; with 100% employer match about $79,820 at 4% or $53,213 at 6%.
200115$849,613$27,376$5,475iApproximate average salary by contribution assumption: employee only about $136,880 at 4% or $91,253 at 6%; with 50% employer match about $91,253 at 4% or $60,836 at 6%; with 100% employer match about $68,440 at 4% or $45,627 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$849,613$27,376$5,475iApproximate average salary by contribution assumption: employee only about $136,880 at 4% or $91,253 at 6%; with 50% employer match about $91,253 at 4% or $60,836 at 6%; with 100% employer match about $68,440 at 4% or $45,627 at 6%.
200015$0$0-
William D. Gates D.M.D. Self Employed Retirement Plan-5---
199915$867,815$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William D. Gates D.M.D. Self Employed Retirement Plan-5$867,815$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.