Civic Intelligence

James B. Willis, Jr., D.D.S. PC.

Plan context: James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust

EIN 81-0390285 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

7

2008 Assets

$552,352

2008 Contributions

$71,165

Historical Graphs

Total Assets Over Time

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

$771,337$385,669$0199920042008YearValue
$552,352Latest year 2008

Participants Over Time

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

840199920042008YearValue
7Latest year 2008

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
200817$552,352$71,165$10,166iApproximate average salary by contribution assumption: employee only about $254,161 at 4% or $169,440 at 6%; with 50% employer match about $169,440 at 4% or $112,960 at 6%; with 100% employer match about $127,080 at 4% or $84,720 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$552,352$71,165$10,166iApproximate average salary by contribution assumption: employee only about $254,161 at 4% or $169,440 at 6%; with 50% employer match about $169,440 at 4% or $112,960 at 6%; with 100% employer match about $127,080 at 4% or $84,720 at 6%.
200718$0$0-
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-8---
200617$771,337$88,946$12,707iApproximate average salary by contribution assumption: employee only about $317,664 at 4% or $211,776 at 6%; with 50% employer match about $211,776 at 4% or $141,184 at 6%; with 100% employer match about $158,832 at 4% or $105,888 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$771,337$88,946$12,707iApproximate average salary by contribution assumption: employee only about $317,664 at 4% or $211,776 at 6%; with 50% employer match about $211,776 at 4% or $141,184 at 6%; with 100% employer match about $158,832 at 4% or $105,888 at 6%.
200516$599,714$78,460$13,077iApproximate average salary by contribution assumption: employee only about $326,917 at 4% or $217,944 at 6%; with 50% employer match about $217,944 at 4% or $145,296 at 6%; with 100% employer match about $163,458 at 4% or $108,972 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-6$599,714$78,460$13,077iApproximate average salary by contribution assumption: employee only about $326,917 at 4% or $217,944 at 6%; with 50% employer match about $217,944 at 4% or $145,296 at 6%; with 100% employer match about $163,458 at 4% or $108,972 at 6%.
200417$455,752$63,149$9,021iApproximate average salary by contribution assumption: employee only about $225,532 at 4% or $150,355 at 6%; with 50% employer match about $150,355 at 4% or $100,237 at 6%; with 100% employer match about $112,766 at 4% or $75,177 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$455,752$63,149$9,021iApproximate average salary by contribution assumption: employee only about $225,532 at 4% or $150,355 at 6%; with 50% employer match about $150,355 at 4% or $100,237 at 6%; with 100% employer match about $112,766 at 4% or $75,177 at 6%.
200317$316,838$29,517$4,217iApproximate average salary by contribution assumption: employee only about $105,418 at 4% or $70,279 at 6%; with 50% employer match about $70,279 at 4% or $46,852 at 6%; with 100% employer match about $52,709 at 4% or $35,139 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$316,838$29,517$4,217iApproximate average salary by contribution assumption: employee only about $105,418 at 4% or $70,279 at 6%; with 50% employer match about $70,279 at 4% or $46,852 at 6%; with 100% employer match about $52,709 at 4% or $35,139 at 6%.
200215$0$0-
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-5---
200115$209,994$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-5$209,994$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200017$212,756$0-
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$212,756--
199917$211,346$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
James B. Willis, Jr., D.D.S. PC. Profit Sharing Plan & Trust-7$211,346$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.