Civic Intelligence

R. D. Westerman, D.D.S. Ltd.

Plan context: R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust

EIN 72-0820260 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$1,173,934

2008 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,173,934$586,967$0199920032006YearValue
$1,173,934Latest year 2006

Participants Over Time

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

1470199920032007YearValue
6Latest year 2007

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
200810$0$0-
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-0---
200716$0$0-
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-6---
200616$1,173,934$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-6$1,173,934$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200516$1,001,469$30,000$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%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-6$1,001,469$30,000$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%.
200416$917,502$30,000$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%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-6$917,502$30,000$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%.
2003110$820,275$40,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-10$820,275$40,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
2002110$659,401$63,483$6,348iApproximate average salary by contribution assumption: employee only about $158,708 at 4% or $105,805 at 6%; with 50% employer match about $105,805 at 4% or $70,537 at 6%; with 100% employer match about $79,354 at 4% or $52,903 at 6%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-10$659,401$63,483$6,348iApproximate average salary by contribution assumption: employee only about $158,708 at 4% or $105,805 at 6%; with 50% employer match about $105,805 at 4% or $70,537 at 6%; with 100% employer match about $79,354 at 4% or $52,903 at 6%.
2001114$0$0-
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-14---
2000112$713,692$205,114$17,093iApproximate average salary by contribution assumption: employee only about $427,321 at 4% or $284,881 at 6%; with 50% employer match about $284,881 at 4% or $189,920 at 6%; with 100% employer match about $213,660 at 4% or $142,440 at 6%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-12$713,692$205,114$17,093iApproximate average salary by contribution assumption: employee only about $427,321 at 4% or $284,881 at 6%; with 50% employer match about $284,881 at 4% or $189,920 at 6%; with 100% employer match about $213,660 at 4% or $142,440 at 6%.
1999113$680,231$142,557$10,966iApproximate average salary by contribution assumption: employee only about $274,148 at 4% or $182,765 at 6%; with 50% employer match about $182,765 at 4% or $121,844 at 6%; with 100% employer match about $137,074 at 4% or $91,383 at 6%.
R. D. Westerman, D.D.S. Ltd. Retirement Plan and Trust-13$680,231$142,557$10,966iApproximate average salary by contribution assumption: employee only about $274,148 at 4% or $182,765 at 6%; with 50% employer match about $182,765 at 4% or $121,844 at 6%; with 100% employer match about $137,074 at 4% or $91,383 at 6%.