Gregory S.T. Charlton, D.D.S. Inc.
Plan context: Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan
EIN 77-0081264 • Goleta, CA • 15 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
4
2014 Assets
$308,719
2014 Contributions
$56,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2013 | 1 | 4 | $308,719 | $56,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 4 | $308,719 | $56,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2012 | 1 | 5 | $465,722 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 5 | $465,722 | - | - |
| 2011 | 1 | 5 | $523,204 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 5 | $523,204 | - | - |
| 2010 | 1 | 5 | $572,165 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 5 | $572,165 | - | - |
| 2009 | 1 | 5 | $507,914 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 5 | $507,914 | - | - |
| 2008 | 1 | 7 | $418,741 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 7 | $418,741 | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 4 | $514,183 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 4 | $514,183 | - | - |
| 2005 | 1 | 5 | $460,882 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 5 | $460,882 | - | - |
| 2004 | 1 | 4 | $481,942 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 4 | $481,942 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2003 | 1 | 3 | $349,694 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 3 | $349,694 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $528,950 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Gregory S.T. Charlton, D.D.S. Inc. Profit Sharing Plan | - | 2 | $528,950 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |