Civic Intelligence

Lisa D. Bruce, D.M.D., L.L.C.

Plan context: Dental Professionals on Whitesburg Retirement Plan & Trust

EIN 72-1384689 • Huntsville, AL • 7 filings • 1 plans

8315 Whitesburg SouthHuntsville, AL 35802
Current Snapshot

Latest Year

2013

2013 Participants

15

2013 Assets

$1,080,109

2013 Contributions

$105,885

Historical Graphs

Total Assets Over Time

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

$1,080,109$540,055$0200720102013YearValue
$1,080,109Latest year 2013

Participants Over Time

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

1580200720102013YearValue
15Latest year 2013

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
2013115$1,080,109$105,885$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-15$1,080,109$105,885$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
2012113$892,387$85,549$6,581iApproximate average salary by contribution assumption: employee only about $164,517 at 4% or $109,678 at 6%; with 50% employer match about $109,678 at 4% or $73,119 at 6%; with 100% employer match about $82,259 at 4% or $54,839 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-13$892,387$85,549$6,581iApproximate average salary by contribution assumption: employee only about $164,517 at 4% or $109,678 at 6%; with 50% employer match about $109,678 at 4% or $73,119 at 6%; with 100% employer match about $82,259 at 4% or $54,839 at 6%.
2011115$805,353$94,629$6,309iApproximate average salary by contribution assumption: employee only about $157,715 at 4% or $105,143 at 6%; with 50% employer match about $105,143 at 4% or $70,096 at 6%; with 100% employer match about $78,858 at 4% or $52,572 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-15$805,353$94,629$6,309iApproximate average salary by contribution assumption: employee only about $157,715 at 4% or $105,143 at 6%; with 50% employer match about $105,143 at 4% or $70,096 at 6%; with 100% employer match about $78,858 at 4% or $52,572 at 6%.
2010114$718,232$88,287$6,306iApproximate average salary by contribution assumption: employee only about $157,655 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-14$718,232$88,287$6,306iApproximate average salary by contribution assumption: employee only about $157,655 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%.
2009114$569,902$87,315$6,237iApproximate average salary by contribution assumption: employee only about $155,920 at 4% or $103,946 at 6%; with 50% employer match about $103,946 at 4% or $69,298 at 6%; with 100% employer match about $77,960 at 4% or $51,973 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-14$569,902$87,315$6,237iApproximate average salary by contribution assumption: employee only about $155,920 at 4% or $103,946 at 6%; with 50% employer match about $103,946 at 4% or $69,298 at 6%; with 100% employer match about $77,960 at 4% or $51,973 at 6%.
2008114$493,107$94,387$6,742iApproximate average salary by contribution assumption: employee only about $168,548 at 4% or $112,365 at 6%; with 50% employer match about $112,365 at 4% or $74,910 at 6%; with 100% employer match about $84,274 at 4% or $56,183 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-14$493,107$94,387$6,742iApproximate average salary by contribution assumption: employee only about $168,548 at 4% or $112,365 at 6%; with 50% employer match about $112,365 at 4% or $74,910 at 6%; with 100% employer match about $84,274 at 4% or $56,183 at 6%.
2007115$700,078$86,543$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,159 at 6%; with 50% employer match about $96,159 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
Dental Professionals on Whitesburg Retirement Plan & Trust-15$700,078$86,543$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,159 at 6%; with 50% employer match about $96,159 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.