Civic Intelligence

David W. Jackson, D.D.S., P.A.

Plan context: Action Jackson Retirement Plan & Trust

EIN 75-1735422 • 5 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

16

2008 Assets

$460,775

2008 Contributions

$94,994

Historical Graphs

Total Assets Over Time

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

$460,775$230,388$0200420062007YearValue
$460,775Latest year 2007

Participants Over Time

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

1680200420062007YearValue
16Latest year 2007

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
200810$0$0-
Action Jackson Retirement Plan & Trust-0---
2007116$460,775$0-
Action Jackson Retirement Plan & Trust-16$460,775--
2006110$442,534$94,994$9,499iApproximate average salary by contribution assumption: employee only about $237,485 at 4% or $158,323 at 6%; with 50% employer match about $158,323 at 4% or $105,549 at 6%; with 100% employer match about $118,743 at 4% or $79,162 at 6%.
ACTION JACKSON RETIREMENT PLAN & TRUST-10$442,534$94,994$9,499iApproximate average salary by contribution assumption: employee only about $237,485 at 4% or $158,323 at 6%; with 50% employer match about $158,323 at 4% or $105,549 at 6%; with 100% employer match about $118,743 at 4% or $79,162 at 6%.
200517$312,906$82,781$11,826iApproximate average salary by contribution assumption: employee only about $295,646 at 4% or $197,098 at 6%; with 50% employer match about $197,098 at 4% or $131,398 at 6%; with 100% employer match about $147,823 at 4% or $98,549 at 6%.
Action Jackson Retirement Plan & Trust-7$312,906$82,781$11,826iApproximate average salary by contribution assumption: employee only about $295,646 at 4% or $197,098 at 6%; with 50% employer match about $197,098 at 4% or $131,398 at 6%; with 100% employer match about $147,823 at 4% or $98,549 at 6%.
200419$216,092$200,678$22,298iApproximate average salary by contribution assumption: employee only about $557,439 at 4% or $371,626 at 6%; with 50% employer match about $371,626 at 4% or $247,751 at 6%; with 100% employer match about $278,719 at 4% or $185,813 at 6%.
ACTION JACKSON RETIREMENT PLAN-9$216,092$200,678$22,298iApproximate average salary by contribution assumption: employee only about $557,439 at 4% or $371,626 at 6%; with 50% employer match about $371,626 at 4% or $247,751 at 6%; with 100% employer match about $278,719 at 4% or $185,813 at 6%.