Civic Intelligence

Kerwin V. Donaldson, Jr. Dds

Plan context: KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN

EIN 72-0946394 • New Iberia, LA • 21 filings • 4 plans

519 N. Lewis St., Suite 2New Iberia, LA 70563-2015
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$60,715

2013 Contributions

$25,913

Historical Graphs

Total Assets Over Time

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

$1,121,765$560,883$0199920072012YearValue
$60,715Latest year 2012

Participants Over Time

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

840199920062012YearValue
5Latest 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-
KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN-0$0$0-
201215$60,715$0-
KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN-5$60,715$0-
201125$56,452$25,913$5,183iApproximate average salary by contribution assumption: employee only about $129,565 at 4% or $86,377 at 6%; with 50% employer match about $86,377 at 4% or $57,584 at 6%; with 100% employer match about $64,783 at 4% or $43,188 at 6%.
KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN-5$56,452$0-
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-0$0$25,913-
201028$1,121,765$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-8$1,067,651$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN-5$54,114--
200925$888,593$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-5$830,726$54,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
KERWIN DONALDSON, JR., DDS, 401(K) PROFIT SHARING PLAN-5$57,867--
200825$714,286$118,444$23,689iApproximate average salary by contribution assumption: employee only about $592,220 at 4% or $394,813 at 6%; with 50% employer match about $394,813 at 4% or $263,209 at 6%; with 100% employer match about $296,110 at 4% or $197,407 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-5$648,959$40,000$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%.
KERWIN DONALDSON, JR., DDS, 401K PROFIT SHARING PLAN-5$65,327$78,444$15,689iApproximate average salary by contribution assumption: employee only about $392,220 at 4% or $261,480 at 6%; with 50% employer match about $261,480 at 4% or $174,320 at 6%; with 100% employer match about $196,110 at 4% or $130,740 at 6%.
200726$70,365$67,751$11,292iApproximate average salary by contribution assumption: employee only about $282,296 at 4% or $188,197 at 6%; with 50% employer match about $188,197 at 4% or $125,465 at 6%; with 100% employer match about $141,148 at 4% or $94,099 at 6%.
KERWIN DONALDSON, JR., DDS, 401K PROFIT SHARING PLAN-6$70,365$67,751$11,292iApproximate average salary by contribution assumption: employee only about $282,296 at 4% or $188,197 at 6%; with 50% employer match about $188,197 at 4% or $125,465 at 6%; with 100% employer match about $141,148 at 4% or $94,099 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-6---
200616$944,991$130,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-6$944,991$130,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
200518$747,992$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-8$747,992$120,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200417$591,909$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-7$591,909$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
200327$394,722$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-7$394,722$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-0---
200216$227,578$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-6$227,578$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200117$0$0-
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-7---
200016$0$0-
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-6---
199915$322,115$35,786$7,157iApproximate average salary by contribution assumption: employee only about $178,930 at 4% or $119,287 at 6%; with 50% employer match about $119,287 at 4% or $79,524 at 6%; with 100% employer match about $89,465 at 4% or $59,643 at 6%.
Kerwin V. Donaldson, Jr., Dds Profit Sharing Plan-5$322,115$35,786$7,157iApproximate average salary by contribution assumption: employee only about $178,930 at 4% or $119,287 at 6%; with 50% employer match about $119,287 at 4% or $79,524 at 6%; with 100% employer match about $89,465 at 4% or $59,643 at 6%.