Civic Intelligence

Roel Garza, D.D.S. PC.

Plan context: Alice Dental Associates Retirement Plan & Trust

EIN 74-2906437 • 8 filings • 1 plans

Current Snapshot

Latest Year

2011

2011 Participants

11

2011 Assets

$649,788

2011 Contributions

$87,283

Historical Graphs

Total Assets Over Time

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

$649,788$324,894$0200420082011YearValue
$649,788Latest year 2011

Participants Over Time

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

1260200420082011YearValue
11Latest year 2011

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
2011111$649,788$87,283$7,935iApproximate average salary by contribution assumption: employee only about $198,370 at 4% or $132,247 at 6%; with 50% employer match about $132,247 at 4% or $88,165 at 6%; with 100% employer match about $99,185 at 4% or $66,123 at 6%.
Alice Dental Associates Retirement Plan & Trust-11$649,788$87,283$7,935iApproximate average salary by contribution assumption: employee only about $198,370 at 4% or $132,247 at 6%; with 50% employer match about $132,247 at 4% or $88,165 at 6%; with 100% employer match about $99,185 at 4% or $66,123 at 6%.
201019$575,089$90,038$10,004iApproximate average salary by contribution assumption: employee only about $250,106 at 4% or $166,737 at 6%; with 50% employer match about $166,737 at 4% or $111,158 at 6%; with 100% employer match about $125,053 at 4% or $83,369 at 6%.
Alice Dental Associates Retirement Plan & Trust-9$575,089$90,038$10,004iApproximate average salary by contribution assumption: employee only about $250,106 at 4% or $166,737 at 6%; with 50% employer match about $166,737 at 4% or $111,158 at 6%; with 100% employer match about $125,053 at 4% or $83,369 at 6%.
2009112$441,378$92,851$7,738iApproximate average salary by contribution assumption: employee only about $193,440 at 4% or $128,960 at 6%; with 50% employer match about $128,960 at 4% or $85,973 at 6%; with 100% employer match about $96,720 at 4% or $64,480 at 6%.
Alice Dental Associates Retirement Plan & Trust-12$441,378$92,851$7,738iApproximate average salary by contribution assumption: employee only about $193,440 at 4% or $128,960 at 6%; with 50% employer match about $128,960 at 4% or $85,973 at 6%; with 100% employer match about $96,720 at 4% or $64,480 at 6%.
200818$310,009$83,570$10,446iApproximate average salary by contribution assumption: employee only about $261,156 at 4% or $174,104 at 6%; with 50% employer match about $174,104 at 4% or $116,069 at 6%; with 100% employer match about $130,578 at 4% or $87,052 at 6%.
Alice Dental Associates Retirement Plan & Trust-8$310,009$83,570$10,446iApproximate average salary by contribution assumption: employee only about $261,156 at 4% or $174,104 at 6%; with 50% employer match about $174,104 at 4% or $116,069 at 6%; with 100% employer match about $130,578 at 4% or $87,052 at 6%.
2007111$0$0-
Alice Dental Associates Retirement Plan & Trust-11---
2006112$264,057$50,394$4,200iApproximate average salary by contribution assumption: employee only about $104,988 at 4% or $69,992 at 6%; with 50% employer match about $69,992 at 4% or $46,661 at 6%; with 100% employer match about $52,494 at 4% or $34,996 at 6%.
Alice Dental Associates Retirement Plan & Trust-12$264,057$50,394$4,200iApproximate average salary by contribution assumption: employee only about $104,988 at 4% or $69,992 at 6%; with 50% employer match about $69,992 at 4% or $46,661 at 6%; with 100% employer match about $52,494 at 4% or $34,996 at 6%.
200519$198,631$128,342$14,260iApproximate average salary by contribution assumption: employee only about $356,506 at 4% or $237,670 at 6%; with 50% employer match about $237,670 at 4% or $158,447 at 6%; with 100% employer match about $178,253 at 4% or $118,835 at 6%.
Alice Dental Associates Retirement Plan & Trust-9$198,631$128,342$14,260iApproximate average salary by contribution assumption: employee only about $356,506 at 4% or $237,670 at 6%; with 50% employer match about $237,670 at 4% or $158,447 at 6%; with 100% employer match about $178,253 at 4% or $118,835 at 6%.
2004111$64,228$64,228$5,839iApproximate average salary by contribution assumption: employee only about $145,973 at 4% or $97,315 at 6%; with 50% employer match about $97,315 at 4% or $64,877 at 6%; with 100% employer match about $72,986 at 4% or $48,658 at 6%.
Alice Dental Associates Retirement Plan & Trust-11$64,228$64,228$5,839iApproximate average salary by contribution assumption: employee only about $145,973 at 4% or $97,315 at 6%; with 50% employer match about $97,315 at 4% or $64,877 at 6%; with 100% employer match about $72,986 at 4% or $48,658 at 6%.