Civic Intelligence

Jeffrey D. Montgomery, D.D.S., P.A.

Plan context: Profit Sharing Plan

EIN 75-2758981 • 4 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$46,183

2003 Contributions

$52,064

Historical Graphs

Total Assets Over Time

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

$85,044$42,522$0200020022003YearValue
$46,183Latest year 2003

Participants Over Time

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

840200020022003YearValue
1Latest year 2003

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
200311$46,183$0-
Profit Sharing Plan-1$46,183--
200211$36,690$0-
Profit Sharing Plan-1$36,690--
200111$74,648$0-
Profit Sharing Plan-1$74,648--
200018$85,044$52,064$6,508iApproximate average salary by contribution assumption: employee only about $162,700 at 4% or $108,467 at 6%; with 50% employer match about $108,467 at 4% or $72,311 at 6%; with 100% employer match about $81,350 at 4% or $54,233 at 6%.
Profit Sharing Plan-8$85,044$52,064$6,508iApproximate average salary by contribution assumption: employee only about $162,700 at 4% or $108,467 at 6%; with 50% employer match about $108,467 at 4% or $72,311 at 6%; with 100% employer match about $81,350 at 4% or $54,233 at 6%.