Civic Intelligence

Kathi Mansell DMD

Plan context: Kathi Mansell DMD Retirement Trust

EIN 80-0014266 • Scottsdale, AZ • 16 filings • 2 plans

7595 E Mcdonald Dr Ste 110Scottsdale, AZ 85250
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$250,647

2020 Contributions

$17,672

Historical Graphs

Total Assets Over Time

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

$272,624$136,312$0200420132019YearValue
$250,647Latest year 2019

Participants Over Time

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

950200420132019YearValue
8Latest year 2019

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
202010$0$17,672-
Kathi Mansell DMD Retirement Trust-0$0$17,672-
201918$250,647$36,692$4,587iApproximate average salary by contribution assumption: employee only about $114,663 at 4% or $76,442 at 6%; with 50% employer match about $76,442 at 4% or $50,961 at 6%; with 100% employer match about $57,331 at 4% or $38,221 at 6%.
Kathi Mansell DMD Retirement Trust-8$250,647$36,692$4,587iApproximate average salary by contribution assumption: employee only about $114,663 at 4% or $76,442 at 6%; with 50% employer match about $76,442 at 4% or $50,961 at 6%; with 100% employer match about $57,331 at 4% or $38,221 at 6%.
201819$185,722$31,024$3,447iApproximate average salary by contribution assumption: employee only about $86,178 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,301 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%.
Kathi Mansell DMD Retirement Trust-9$185,722$31,024$3,447iApproximate average salary by contribution assumption: employee only about $86,178 at 4% or $57,452 at 6%; with 50% employer match about $57,452 at 4% or $38,301 at 6%; with 100% employer match about $43,089 at 4% or $28,726 at 6%.
201717$163,810$33,384$4,769iApproximate average salary by contribution assumption: employee only about $119,229 at 4% or $79,486 at 6%; with 50% employer match about $79,486 at 4% or $52,990 at 6%; with 100% employer match about $59,614 at 4% or $39,743 at 6%.
Kathi Mansell DMD Retirement Trust-7$163,810$33,384$4,769iApproximate average salary by contribution assumption: employee only about $119,229 at 4% or $79,486 at 6%; with 50% employer match about $79,486 at 4% or $52,990 at 6%; with 100% employer match about $59,614 at 4% or $39,743 at 6%.
201617$111,537$34,456$4,922iApproximate average salary by contribution assumption: employee only about $123,057 at 4% or $82,038 at 6%; with 50% employer match about $82,038 at 4% or $54,692 at 6%; with 100% employer match about $61,529 at 4% or $41,019 at 6%.
Kathi Mansell DMD Retirement Trust-7$111,537$34,456$4,922iApproximate average salary by contribution assumption: employee only about $123,057 at 4% or $82,038 at 6%; with 50% employer match about $82,038 at 4% or $54,692 at 6%; with 100% employer match about $61,529 at 4% or $41,019 at 6%.
201514$69,674$28,661$7,165iApproximate average salary by contribution assumption: employee only about $179,131 at 4% or $119,421 at 6%; with 50% employer match about $119,421 at 4% or $79,614 at 6%; with 100% employer match about $89,566 at 4% or $59,710 at 6%.
Kathi Mansell DMD Retirement Trust-4$69,674$28,661$7,165iApproximate average salary by contribution assumption: employee only about $179,131 at 4% or $119,421 at 6%; with 50% employer match about $119,421 at 4% or $79,614 at 6%; with 100% employer match about $89,566 at 4% or $59,710 at 6%.
201414$49,268$29,731$7,433iApproximate average salary by contribution assumption: employee only about $185,819 at 4% or $123,879 at 6%; with 50% employer match about $123,879 at 4% or $82,586 at 6%; with 100% employer match about $92,909 at 4% or $61,940 at 6%.
Kathi Mansell DMD Retirement Trust-4$49,268$29,731$7,433iApproximate average salary by contribution assumption: employee only about $185,819 at 4% or $123,879 at 6%; with 50% employer match about $123,879 at 4% or $82,586 at 6%; with 100% employer match about $92,909 at 4% or $61,940 at 6%.
201315$18,671$18,253$3,651iApproximate average salary by contribution assumption: employee only about $91,265 at 4% or $60,843 at 6%; with 50% employer match about $60,843 at 4% or $40,562 at 6%; with 100% employer match about $45,633 at 4% or $30,422 at 6%.
Kathi Mansell DMD Retirement Trust-5$18,671$18,253$3,651iApproximate average salary by contribution assumption: employee only about $91,265 at 4% or $60,843 at 6%; with 50% employer match about $60,843 at 4% or $40,562 at 6%; with 100% employer match about $45,633 at 4% or $30,422 at 6%.
201110$0$0-
Kathi Mansell DMD Retirement Trust-0$0--
201015$272,624$15,699$3,140iApproximate average salary by contribution assumption: employee only about $78,495 at 4% or $52,330 at 6%; with 50% employer match about $52,330 at 4% or $34,887 at 6%; with 100% employer match about $39,248 at 4% or $26,165 at 6%.
Kathi Mansell DMD Retirement Trust-5$272,624$15,699$3,140iApproximate average salary by contribution assumption: employee only about $78,495 at 4% or $52,330 at 6%; with 50% employer match about $52,330 at 4% or $34,887 at 6%; with 100% employer match about $39,248 at 4% or $26,165 at 6%.
200915$227,946$19,975$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,583 at 6%; with 50% employer match about $66,583 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
Kathi Mansell DMD Retirement Trust-5$227,946$19,975$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,583 at 6%; with 50% employer match about $66,583 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
200813$166,078$23,511$7,837iApproximate average salary by contribution assumption: employee only about $195,925 at 4% or $130,617 at 6%; with 50% employer match about $130,617 at 4% or $87,078 at 6%; with 100% employer match about $97,963 at 4% or $65,308 at 6%.
Kathi Mansell DMD Retirement Trust-3$166,078$23,511$7,837iApproximate average salary by contribution assumption: employee only about $195,925 at 4% or $130,617 at 6%; with 50% employer match about $130,617 at 4% or $87,078 at 6%; with 100% employer match about $97,963 at 4% or $65,308 at 6%.
200713$0$0-
Kathi Mansell DMD Retirement Trust-3---
200613$160,456$49,576$16,525iApproximate average salary by contribution assumption: employee only about $413,133 at 4% or $275,422 at 6%; with 50% employer match about $275,422 at 4% or $183,615 at 6%; with 100% employer match about $206,567 at 4% or $137,711 at 6%.
Kathi Mansell DMD Retirement Trust-3$160,456$49,576$16,525iApproximate average salary by contribution assumption: employee only about $413,133 at 4% or $275,422 at 6%; with 50% employer match about $275,422 at 4% or $183,615 at 6%; with 100% employer match about $206,567 at 4% or $137,711 at 6%.
200516$105,837$50,074$8,346iApproximate average salary by contribution assumption: employee only about $208,642 at 4% or $139,094 at 6%; with 50% employer match about $139,094 at 4% or $92,730 at 6%; with 100% employer match about $104,321 at 4% or $69,547 at 6%.
Kathi Mansell DMD Retirement Trust-6$105,837$50,074$8,346iApproximate average salary by contribution assumption: employee only about $208,642 at 4% or $139,094 at 6%; with 50% employer match about $139,094 at 4% or $92,730 at 6%; with 100% employer match about $104,321 at 4% or $69,547 at 6%.
200417$51,494$51,494$7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,737 at 6%; with 100% employer match about $91,954 at 4% or $61,302 at 6%.
Kathi Mansell DMD Retirement Trust-7$51,494$51,494$7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,737 at 6%; with 100% employer match about $91,954 at 4% or $61,302 at 6%.