Civic Intelligence

Phillip a. Waterman, Jr., D.D.S.

Plan context: Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan

EIN 68-0278208 • Santa Rosa, CA • 28 filings • 5 plans

3748 Montgomery DriveSanta Rosa, CA 95405
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$3,583,163

2021 Contributions

$76,292

Historical Graphs

Total Assets Over Time

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

$3,583,163$1,791,582$0199920102020YearValue
$3,583,163Latest year 2020

Participants Over Time

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

630199920102020YearValue
4Latest year 2020

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
202110$0$0-
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-0$0--
202014$3,583,163$76,292$19,073iApproximate average salary by contribution assumption: employee only about $476,825 at 4% or $317,883 at 6%; with 50% employer match about $317,883 at 4% or $211,922 at 6%; with 100% employer match about $238,413 at 4% or $158,942 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$3,583,163$76,292$19,073iApproximate average salary by contribution assumption: employee only about $476,825 at 4% or $317,883 at 6%; with 50% employer match about $317,883 at 4% or $211,922 at 6%; with 100% employer match about $238,413 at 4% or $158,942 at 6%.
201915$2,940,910$74,589$14,918iApproximate average salary by contribution assumption: employee only about $372,945 at 4% or $248,630 at 6%; with 50% employer match about $248,630 at 4% or $165,753 at 6%; with 100% employer match about $186,473 at 4% or $124,315 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$2,940,910$74,589$14,918iApproximate average salary by contribution assumption: employee only about $372,945 at 4% or $248,630 at 6%; with 50% employer match about $248,630 at 4% or $165,753 at 6%; with 100% employer match about $186,473 at 4% or $124,315 at 6%.
201813$2,499,725$73,939$24,646iApproximate average salary by contribution assumption: employee only about $616,158 at 4% or $410,772 at 6%; with 50% employer match about $410,772 at 4% or $273,848 at 6%; with 100% employer match about $308,079 at 4% or $205,386 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-3$2,499,725$73,939$24,646iApproximate average salary by contribution assumption: employee only about $616,158 at 4% or $410,772 at 6%; with 50% employer match about $410,772 at 4% or $273,848 at 6%; with 100% employer match about $308,079 at 4% or $205,386 at 6%.
201714$2,540,996$79,948$19,987iApproximate average salary by contribution assumption: employee only about $499,675 at 4% or $333,117 at 6%; with 50% employer match about $333,117 at 4% or $222,078 at 6%; with 100% employer match about $249,838 at 4% or $166,558 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$2,540,996$79,948$19,987iApproximate average salary by contribution assumption: employee only about $499,675 at 4% or $333,117 at 6%; with 50% employer match about $333,117 at 4% or $222,078 at 6%; with 100% employer match about $249,838 at 4% or $166,558 at 6%.
201614$2,110,044$79,130$19,783iApproximate average salary by contribution assumption: employee only about $494,563 at 4% or $329,708 at 6%; with 50% employer match about $329,708 at 4% or $219,806 at 6%; with 100% employer match about $247,281 at 4% or $164,854 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$2,110,044$79,130$19,783iApproximate average salary by contribution assumption: employee only about $494,563 at 4% or $329,708 at 6%; with 50% employer match about $329,708 at 4% or $219,806 at 6%; with 100% employer match about $247,281 at 4% or $164,854 at 6%.
201514$1,854,022$78,726$19,682iApproximate average salary by contribution assumption: employee only about $492,038 at 4% or $328,025 at 6%; with 50% employer match about $328,025 at 4% or $218,683 at 6%; with 100% employer match about $246,019 at 4% or $164,013 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$1,854,022$78,726$19,682iApproximate average salary by contribution assumption: employee only about $492,038 at 4% or $328,025 at 6%; with 50% employer match about $328,025 at 4% or $218,683 at 6%; with 100% employer match about $246,019 at 4% or $164,013 at 6%.
201413$1,794,911$71,899$23,966iApproximate average salary by contribution assumption: employee only about $599,158 at 4% or $399,439 at 6%; with 50% employer match about $399,439 at 4% or $266,293 at 6%; with 100% employer match about $299,579 at 4% or $199,719 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-3$1,794,911$71,899$23,966iApproximate average salary by contribution assumption: employee only about $599,158 at 4% or $399,439 at 6%; with 50% employer match about $399,439 at 4% or $266,293 at 6%; with 100% employer match about $299,579 at 4% or $199,719 at 6%.
201313$1,750,565$71,594$23,865iApproximate average salary by contribution assumption: employee only about $596,617 at 4% or $397,744 at 6%; with 50% employer match about $397,744 at 4% or $265,163 at 6%; with 100% employer match about $298,308 at 4% or $198,872 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-3$1,750,565$71,594$23,865iApproximate average salary by contribution assumption: employee only about $596,617 at 4% or $397,744 at 6%; with 50% employer match about $397,744 at 4% or $265,163 at 6%; with 100% employer match about $298,308 at 4% or $198,872 at 6%.
201214$1,459,909$71,513$17,878iApproximate average salary by contribution assumption: employee only about $446,956 at 4% or $297,971 at 6%; with 50% employer match about $297,971 at 4% or $198,647 at 6%; with 100% employer match about $223,478 at 4% or $148,985 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$1,459,909$71,513$17,878iApproximate average salary by contribution assumption: employee only about $446,956 at 4% or $297,971 at 6%; with 50% employer match about $297,971 at 4% or $198,647 at 6%; with 100% employer match about $223,478 at 4% or $148,985 at 6%.
201115$1,262,247$71,094$14,219iApproximate average salary by contribution assumption: employee only about $355,470 at 4% or $236,980 at 6%; with 50% employer match about $236,980 at 4% or $157,987 at 6%; with 100% employer match about $177,735 at 4% or $118,490 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$1,262,247$71,094$14,219iApproximate average salary by contribution assumption: employee only about $355,470 at 4% or $236,980 at 6%; with 50% employer match about $236,980 at 4% or $157,987 at 6%; with 100% employer match about $177,735 at 4% or $118,490 at 6%.
201015$1,220,185$72,270$14,454iApproximate average salary by contribution assumption: employee only about $361,350 at 4% or $240,900 at 6%; with 50% employer match about $240,900 at 4% or $160,600 at 6%; with 100% employer match about $180,675 at 4% or $120,450 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$1,220,185$72,270$14,454iApproximate average salary by contribution assumption: employee only about $361,350 at 4% or $240,900 at 6%; with 50% employer match about $240,900 at 4% or $160,600 at 6%; with 100% employer match about $180,675 at 4% or $120,450 at 6%.
200916$1,106,954$73,518$12,253iApproximate average salary by contribution assumption: employee only about $306,325 at 4% or $204,217 at 6%; with 50% employer match about $204,217 at 4% or $136,144 at 6%; with 100% employer match about $153,163 at 4% or $102,108 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-6$1,106,954$73,518$12,253iApproximate average salary by contribution assumption: employee only about $306,325 at 4% or $204,217 at 6%; with 50% employer match about $204,217 at 4% or $136,144 at 6%; with 100% employer match about $153,163 at 4% or $102,108 at 6%.
200816$880,898$68,973$11,496iApproximate average salary by contribution assumption: employee only about $287,388 at 4% or $191,592 at 6%; with 50% employer match about $191,592 at 4% or $127,728 at 6%; with 100% employer match about $143,694 at 4% or $95,796 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-6$880,898$68,973$11,496iApproximate average salary by contribution assumption: employee only about $287,388 at 4% or $191,592 at 6%; with 50% employer match about $191,592 at 4% or $127,728 at 6%; with 100% employer match about $143,694 at 4% or $95,796 at 6%.
200715$0$0-
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5---
200615$974,142$64,728$12,946iApproximate average salary by contribution assumption: employee only about $323,640 at 4% or $215,760 at 6%; with 50% employer match about $215,760 at 4% or $143,840 at 6%; with 100% employer match about $161,820 at 4% or $107,880 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$974,142$64,728$12,946iApproximate average salary by contribution assumption: employee only about $323,640 at 4% or $215,760 at 6%; with 50% employer match about $215,760 at 4% or $143,840 at 6%; with 100% employer match about $161,820 at 4% or $107,880 at 6%.
200515$819,827$60,639$12,128iApproximate average salary by contribution assumption: employee only about $303,195 at 4% or $202,130 at 6%; with 50% employer match about $202,130 at 4% or $134,753 at 6%; with 100% employer match about $151,598 at 4% or $101,065 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$819,827$60,639$12,128iApproximate average salary by contribution assumption: employee only about $303,195 at 4% or $202,130 at 6%; with 50% employer match about $202,130 at 4% or $134,753 at 6%; with 100% employer match about $151,598 at 4% or $101,065 at 6%.
200415$715,557$54,912$10,982iApproximate average salary by contribution assumption: employee only about $274,560 at 4% or $183,040 at 6%; with 50% employer match about $183,040 at 4% or $122,027 at 6%; with 100% employer match about $137,280 at 4% or $91,520 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-5$715,557$54,912$10,982iApproximate average salary by contribution assumption: employee only about $274,560 at 4% or $183,040 at 6%; with 50% employer match about $183,040 at 4% or $122,027 at 6%; with 100% employer match about $137,280 at 4% or $91,520 at 6%.
200324$593,431$46,099$11,525iApproximate average salary by contribution assumption: employee only about $288,119 at 4% or $192,079 at 6%; with 50% employer match about $192,079 at 4% or $128,053 at 6%; with 100% employer match about $144,059 at 4% or $96,040 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$593,431$46,099$11,525iApproximate average salary by contribution assumption: employee only about $288,119 at 4% or $192,079 at 6%; with 50% employer match about $192,079 at 4% or $128,053 at 6%; with 100% employer match about $144,059 at 4% or $96,040 at 6%.
Phillip a. Waterman, Jr., D.D.S. Money Purchase Pension Plan-0---
200224$443,164$55,136$13,784iApproximate average salary by contribution assumption: employee only about $344,600 at 4% or $229,733 at 6%; with 50% employer match about $229,733 at 4% or $153,156 at 6%; with 100% employer match about $172,300 at 4% or $114,867 at 6%.
Phillip a. Waterman, Jr., D.D.S. Money Purchase Pension Plan-4$258,635$30,500$7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$184,529$24,636$6,159iApproximate average salary by contribution assumption: employee only about $153,975 at 4% or $102,650 at 6%; with 50% employer match about $102,650 at 4% or $68,433 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%.
200124$458,357$50,439$12,610iApproximate average salary by contribution assumption: employee only about $315,244 at 4% or $210,163 at 6%; with 50% employer match about $210,163 at 4% or $140,108 at 6%; with 100% employer match about $157,622 at 4% or $105,081 at 6%.
Phillip a. Waterman, Jr., D.D.S. Money Purchase Pension Plan-4$269,484$26,474$6,619iApproximate average salary by contribution assumption: employee only about $165,463 at 4% or $110,308 at 6%; with 50% employer match about $110,308 at 4% or $73,539 at 6%; with 100% employer match about $82,731 at 4% or $55,154 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$188,873$23,965$5,991iApproximate average salary by contribution assumption: employee only about $149,781 at 4% or $99,854 at 6%; with 50% employer match about $99,854 at 4% or $66,569 at 6%; with 100% employer match about $74,891 at 4% or $49,927 at 6%.
200024$396,838$42,253$10,563iApproximate average salary by contribution assumption: employee only about $264,081 at 4% or $176,054 at 6%; with 50% employer match about $176,054 at 4% or $117,369 at 6%; with 100% employer match about $132,041 at 4% or $88,027 at 6%.
Phillip a. Waterman, Jr., D.D.S. Money Purchase Pension Plan-4$236,409$26,399$6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$160,429$15,854$3,964iApproximate average salary by contribution assumption: employee only about $99,088 at 4% or $66,058 at 6%; with 50% employer match about $66,058 at 4% or $44,039 at 6%; with 100% employer match about $49,544 at 4% or $33,029 at 6%.
199924$349,298$42,022$10,506iApproximate average salary by contribution assumption: employee only about $262,638 at 4% or $175,092 at 6%; with 50% employer match about $175,092 at 4% or $116,728 at 6%; with 100% employer match about $131,319 at 4% or $87,546 at 6%.
Phillip a. Waterman, Jr., D.D.S. Money Purchase Pension Plan-4$206,879$24,585$6,146iApproximate average salary by contribution assumption: employee only about $153,656 at 4% or $102,438 at 6%; with 50% employer match about $102,438 at 4% or $68,292 at 6%; with 100% employer match about $76,828 at 4% or $51,219 at 6%.
Phillip a. Waterman, Jr., D.D.S. Profit Sharing Plan-4$142,419$17,437$4,359iApproximate average salary by contribution assumption: employee only about $108,981 at 4% or $72,654 at 6%; with 50% employer match about $72,654 at 4% or $48,436 at 6%; with 100% employer match about $54,491 at 4% or $36,327 at 6%.