Civic Intelligence

Bobby C. James, D.D.S.

Plan context: BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST

EIN 73-0765654 • 14 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,077,706

2008 Contributions

$777

Historical Graphs

Total Assets Over Time

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

$1,374,622$687,311$0199920042008YearValue
$1,077,706Latest year 2008

Participants Over Time

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

530199920042008YearValue
2Latest year 2008

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
200812$1,077,706$0-
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-2$1,077,706--
200712$1,374,622$777$389iApproximate average salary by contribution assumption: employee only about $9,713 at 4% or $6,475 at 6%; with 50% employer match about $6,475 at 4% or $4,317 at 6%; with 100% employer match about $4,856 at 4% or $3,238 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-2$1,374,622$777$389iApproximate average salary by contribution assumption: employee only about $9,713 at 4% or $6,475 at 6%; with 50% employer match about $6,475 at 4% or $4,317 at 6%; with 100% employer match about $4,856 at 4% or $3,238 at 6%.
200613$1,370,822$40,775$13,592iApproximate average salary by contribution assumption: employee only about $339,792 at 4% or $226,528 at 6%; with 50% employer match about $226,528 at 4% or $151,019 at 6%; with 100% employer match about $169,896 at 4% or $113,264 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-3$1,370,822$40,775$13,592iApproximate average salary by contribution assumption: employee only about $339,792 at 4% or $226,528 at 6%; with 50% employer match about $226,528 at 4% or $151,019 at 6%; with 100% employer match about $169,896 at 4% or $113,264 at 6%.
200523$1,228,454$1,040,977$346,992iApproximate average salary by contribution assumption: employee only about $8,674,808 at 4% or $5,783,206 at 6%; with 50% employer match about $5,783,206 at 4% or $3,855,470 at 6%; with 100% employer match about $4,337,404 at 4% or $2,891,603 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-3$1,228,454$1,040,977$346,992iApproximate average salary by contribution assumption: employee only about $8,674,808 at 4% or $5,783,206 at 6%; with 50% employer match about $5,783,206 at 4% or $3,855,470 at 6%; with 100% employer match about $4,337,404 at 4% or $2,891,603 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-0---
200424$1,244,358$59,800$14,950iApproximate average salary by contribution assumption: employee only about $373,750 at 4% or $249,167 at 6%; with 50% employer match about $249,167 at 4% or $166,111 at 6%; with 100% employer match about $186,875 at 4% or $124,583 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-4$1,074,190$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-4$170,168$44,800$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
200324$1,020,202$77,422$19,356iApproximate average salary by contribution assumption: employee only about $483,888 at 4% or $322,592 at 6%; with 50% employer match about $322,592 at 4% or $215,061 at 6%; with 100% employer match about $241,944 at 4% or $161,296 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-4$908,779$46,270$11,568iApproximate average salary by contribution assumption: employee only about $289,188 at 4% or $192,792 at 6%; with 50% employer match about $192,792 at 4% or $128,528 at 6%; with 100% employer match about $144,594 at 4% or $96,396 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-4$111,423$31,152$7,788iApproximate average salary by contribution assumption: employee only about $194,700 at 4% or $129,800 at 6%; with 50% employer match about $129,800 at 4% or $86,533 at 6%; with 100% employer match about $97,350 at 4% or $64,900 at 6%.
200225$707,090$91,086$18,217iApproximate average salary by contribution assumption: employee only about $455,430 at 4% or $303,620 at 6%; with 50% employer match about $303,620 at 4% or $202,413 at 6%; with 100% employer match about $227,715 at 4% or $151,810 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-3$647,958$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
BOBBY C. JAMES, D.D.S. RETIREMENT PLAN & TRUST-5$59,132$59,086$11,817iApproximate average salary by contribution assumption: employee only about $295,430 at 4% or $196,953 at 6%; with 50% employer match about $196,953 at 4% or $131,302 at 6%; with 100% employer match about $147,715 at 4% or $98,477 at 6%.
200113$747,193$84,236$28,079iApproximate average salary by contribution assumption: employee only about $701,967 at 4% or $467,978 at 6%; with 50% employer match about $467,978 at 4% or $311,985 at 6%; with 100% employer match about $350,983 at 4% or $233,989 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-3$747,193$84,236$28,079iApproximate average salary by contribution assumption: employee only about $701,967 at 4% or $467,978 at 6%; with 50% employer match about $467,978 at 4% or $311,985 at 6%; with 100% employer match about $350,983 at 4% or $233,989 at 6%.
200014$622,282$81,264$20,316iApproximate average salary by contribution assumption: employee only about $507,900 at 4% or $338,600 at 6%; with 50% employer match about $338,600 at 4% or $225,733 at 6%; with 100% employer match about $253,950 at 4% or $169,300 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-4$622,282$81,264$20,316iApproximate average salary by contribution assumption: employee only about $507,900 at 4% or $338,600 at 6%; with 50% employer match about $338,600 at 4% or $225,733 at 6%; with 100% employer match about $253,950 at 4% or $169,300 at 6%.
199914$494,011$81,169$20,292iApproximate average salary by contribution assumption: employee only about $507,306 at 4% or $338,204 at 6%; with 50% employer match about $338,204 at 4% or $225,469 at 6%; with 100% employer match about $253,653 at 4% or $169,102 at 6%.
Bobby C. James, D.D.S., Defined Benefit Pension Plan-4$494,011$81,169$20,292iApproximate average salary by contribution assumption: employee only about $507,306 at 4% or $338,204 at 6%; with 50% employer match about $338,204 at 4% or $225,469 at 6%; with 100% employer match about $253,653 at 4% or $169,102 at 6%.