Civic Intelligence

Sherwin Kershman, D.D.S. Inc.

Plan context: ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

EIN 74-1838487 • Houston, TX • 25 filings • 6 plans

12600 N. Featherwood Dr.,Suite 220Houston, TX 77034
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$753,569

2024 Contributions

$72,654

Historical Graphs

Total Assets Over Time

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

$6,478,252$3,239,126$0199920132023YearValue
$753,569Latest year 2023

Participants Over Time

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

1260199920102023YearValue
12Latest year 2023

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
202410$0$0-
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-0$0$0-
2023112$753,569$72,654$6,055iApproximate average salary by contribution assumption: employee only about $151,363 at 4% or $100,908 at 6%; with 50% employer match about $100,908 at 4% or $67,272 at 6%; with 100% employer match about $75,681 at 4% or $50,454 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$753,569$72,654$6,055iApproximate average salary by contribution assumption: employee only about $151,363 at 4% or $100,908 at 6%; with 50% employer match about $100,908 at 4% or $67,272 at 6%; with 100% employer match about $75,681 at 4% or $50,454 at 6%.
2022112$599,264$74,000$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$599,264$74,000$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
2021110$610,392$73,333$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,666 at 4% or $61,111 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$610,392$73,333$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,666 at 4% or $61,111 at 6%.
2020112$483,983$66,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$483,983$66,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
2019112$375,456$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$375,456$75,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
2018111$274,371$109,235$9,930iApproximate average salary by contribution assumption: employee only about $248,261 at 4% or $165,508 at 6%; with 50% employer match about $165,508 at 4% or $110,338 at 6%; with 100% employer match about $124,131 at 4% or $82,754 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-11$274,371$109,235$9,930iApproximate average salary by contribution assumption: employee only about $248,261 at 4% or $165,508 at 6%; with 50% employer match about $165,508 at 4% or $110,338 at 6%; with 100% employer match about $124,131 at 4% or $82,754 at 6%.
2017112$182,684$101,371$8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$182,684$101,371$8,448iApproximate average salary by contribution assumption: employee only about $211,190 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,397 at 6%.
2016112$78,943$78,943$6,579iApproximate average salary by contribution assumption: employee only about $164,465 at 4% or $109,643 at 6%; with 50% employer match about $109,643 at 4% or $73,095 at 6%; with 100% employer match about $82,232 at 4% or $54,822 at 6%.
ORAL SURGERY PARTNERS DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$78,943$78,943$6,579iApproximate average salary by contribution assumption: employee only about $164,465 at 4% or $109,643 at 6%; with 50% employer match about $109,643 at 4% or $73,095 at 6%; with 100% employer match about $82,232 at 4% or $54,822 at 6%.
201410$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-0$0--
201310$6,478,252$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-0$6,478,252--
2012112$6,110,434$138,954$11,580iApproximate average salary by contribution assumption: employee only about $289,488 at 4% or $192,992 at 6%; with 50% employer match about $192,992 at 4% or $128,661 at 6%; with 100% employer match about $144,744 at 4% or $96,496 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-12$6,110,434$138,954$11,580iApproximate average salary by contribution assumption: employee only about $289,488 at 4% or $192,992 at 6%; with 50% employer match about $192,992 at 4% or $128,661 at 6%; with 100% employer match about $144,744 at 4% or $96,496 at 6%.
2011111$5,246,760$134,905$12,264iApproximate average salary by contribution assumption: employee only about $306,602 at 4% or $204,402 at 6%; with 50% employer match about $204,402 at 4% or $136,268 at 6%; with 100% employer match about $153,301 at 4% or $102,201 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-11$5,246,760$134,905$12,264iApproximate average salary by contribution assumption: employee only about $306,602 at 4% or $204,402 at 6%; with 50% employer match about $204,402 at 4% or $136,268 at 6%; with 100% employer match about $153,301 at 4% or $102,201 at 6%.
2010111$4,409,977$130,642$11,877iApproximate average salary by contribution assumption: employee only about $296,914 at 4% or $197,942 at 6%; with 50% employer match about $197,942 at 4% or $131,962 at 6%; with 100% employer match about $148,457 at 4% or $98,971 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-11$4,409,977$130,642$11,877iApproximate average salary by contribution assumption: employee only about $296,914 at 4% or $197,942 at 6%; with 50% employer match about $197,942 at 4% or $131,962 at 6%; with 100% employer match about $148,457 at 4% or $98,971 at 6%.
200919$4,379,716$119,089$13,232iApproximate average salary by contribution assumption: employee only about $330,803 at 4% or $220,535 at 6%; with 50% employer match about $220,535 at 4% or $147,023 at 6%; with 100% employer match about $165,401 at 4% or $110,268 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-9$4,379,716$119,089$13,232iApproximate average salary by contribution assumption: employee only about $330,803 at 4% or $220,535 at 6%; with 50% employer match about $220,535 at 4% or $147,023 at 6%; with 100% employer match about $165,401 at 4% or $110,268 at 6%.
200818$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-8---
200719$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-9---
200617$4,497,854$71,707$10,244iApproximate average salary by contribution assumption: employee only about $256,096 at 4% or $170,731 at 6%; with 50% employer match about $170,731 at 4% or $113,821 at 6%; with 100% employer match about $128,048 at 4% or $85,365 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7$4,497,854$71,707$10,244iApproximate average salary by contribution assumption: employee only about $256,096 at 4% or $170,731 at 6%; with 50% employer match about $170,731 at 4% or $113,821 at 6%; with 100% employer match about $128,048 at 4% or $85,365 at 6%.
200517$3,745,614$69,047$9,864iApproximate average salary by contribution assumption: employee only about $246,596 at 4% or $164,398 at 6%; with 50% employer match about $164,398 at 4% or $109,598 at 6%; with 100% employer match about $123,298 at 4% or $82,199 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7$3,745,614$69,047$9,864iApproximate average salary by contribution assumption: employee only about $246,596 at 4% or $164,398 at 6%; with 50% employer match about $164,398 at 4% or $109,598 at 6%; with 100% employer match about $123,298 at 4% or $82,199 at 6%.
200417$3,406,762$65,590$9,370iApproximate average salary by contribution assumption: employee only about $234,250 at 4% or $156,167 at 6%; with 50% employer match about $156,167 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7$3,406,762$65,590$9,370iApproximate average salary by contribution assumption: employee only about $234,250 at 4% or $156,167 at 6%; with 50% employer match about $156,167 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
200316$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-6---
200216$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-6---
200117$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7---
200017$0$0-
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7---
199917$2,782,596$59,672$8,525iApproximate average salary by contribution assumption: employee only about $213,114 at 4% or $142,076 at 6%; with 50% employer match about $142,076 at 4% or $94,717 at 6%; with 100% employer match about $106,557 at 4% or $71,038 at 6%.
Sherwin Kershman, D.D.S. Inc. Money Purchase Pension Plan and Trust-7$2,782,596$59,672$8,525iApproximate average salary by contribution assumption: employee only about $213,114 at 4% or $142,076 at 6%; with 50% employer match about $142,076 at 4% or $94,717 at 6%; with 100% employer match about $106,557 at 4% or $71,038 at 6%.