Civic Intelligence

Donald K. Moen, D.D.S.

Plan context: Donald K. Moen, D.D.S. Profit Sharing Plan & Trust

EIN 81-0395788 • Lewistown, MT • 16 filings • 4 plans

215 Wunderlin StreetLewistown, MT 59457
Current Snapshot

Latest Year

2011

2011 Participants

11

2011 Assets

$5,163,627

2011 Contributions

$200,962

Historical Graphs

Total Assets Over Time

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

$5,163,627$2,581,814$0199920062011YearValue
$5,163,627Latest year 2011

Participants Over Time

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

1160199920052011YearValue
11Latest year 2011

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
2011111$5,163,627$200,962$18,269iApproximate average salary by contribution assumption: employee only about $456,732 at 4% or $304,488 at 6%; with 50% employer match about $304,488 at 4% or $202,992 at 6%; with 100% employer match about $228,366 at 4% or $152,244 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-11$5,163,627$200,962$18,269iApproximate average salary by contribution assumption: employee only about $456,732 at 4% or $304,488 at 6%; with 50% employer match about $304,488 at 4% or $202,992 at 6%; with 100% employer match about $228,366 at 4% or $152,244 at 6%.
2010110$5,108,342$187,110$18,711iApproximate average salary by contribution assumption: employee only about $467,775 at 4% or $311,850 at 6%; with 50% employer match about $311,850 at 4% or $207,900 at 6%; with 100% employer match about $233,888 at 4% or $155,925 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-10$5,108,342$187,110$18,711iApproximate average salary by contribution assumption: employee only about $467,775 at 4% or $311,850 at 6%; with 50% employer match about $311,850 at 4% or $207,900 at 6%; with 100% employer match about $233,888 at 4% or $155,925 at 6%.
2009111$4,519,235$166,238$15,113iApproximate average salary by contribution assumption: employee only about $377,814 at 4% or $251,876 at 6%; with 50% employer match about $251,876 at 4% or $167,917 at 6%; with 100% employer match about $188,907 at 4% or $125,938 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-11$4,519,235$166,238$15,113iApproximate average salary by contribution assumption: employee only about $377,814 at 4% or $251,876 at 6%; with 50% employer match about $251,876 at 4% or $167,917 at 6%; with 100% employer match about $188,907 at 4% or $125,938 at 6%.
200818$3,806,824$124,406$15,551iApproximate average salary by contribution assumption: employee only about $388,769 at 4% or $259,179 at 6%; with 50% employer match about $259,179 at 4% or $172,786 at 6%; with 100% employer match about $194,384 at 4% or $129,590 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-8$3,806,824$124,406$15,551iApproximate average salary by contribution assumption: employee only about $388,769 at 4% or $259,179 at 6%; with 50% employer match about $259,179 at 4% or $172,786 at 6%; with 100% employer match about $194,384 at 4% or $129,590 at 6%.
200719$4,361,292$123,189$13,688iApproximate average salary by contribution assumption: employee only about $342,192 at 4% or $228,128 at 6%; with 50% employer match about $228,128 at 4% or $152,085 at 6%; with 100% employer match about $171,096 at 4% or $114,064 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-9$4,361,292$123,189$13,688iApproximate average salary by contribution assumption: employee only about $342,192 at 4% or $228,128 at 6%; with 50% employer match about $228,128 at 4% or $152,085 at 6%; with 100% employer match about $171,096 at 4% or $114,064 at 6%.
200619$3,886,171$126,481$14,053iApproximate average salary by contribution assumption: employee only about $351,336 at 4% or $234,224 at 6%; with 50% employer match about $234,224 at 4% or $156,149 at 6%; with 100% employer match about $175,668 at 4% or $117,112 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-9$3,886,171$126,481$14,053iApproximate average salary by contribution assumption: employee only about $351,336 at 4% or $234,224 at 6%; with 50% employer match about $234,224 at 4% or $156,149 at 6%; with 100% employer match about $175,668 at 4% or $117,112 at 6%.
200519$3,218,486$118,962$13,218iApproximate average salary by contribution assumption: employee only about $330,450 at 4% or $220,300 at 6%; with 50% employer match about $220,300 at 4% or $146,867 at 6%; with 100% employer match about $165,225 at 4% or $110,150 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-9$3,218,486$118,962$13,218iApproximate average salary by contribution assumption: employee only about $330,450 at 4% or $220,300 at 6%; with 50% employer match about $220,300 at 4% or $146,867 at 6%; with 100% employer match about $165,225 at 4% or $110,150 at 6%.
200418$2,837,895$111,057$13,882iApproximate average salary by contribution assumption: employee only about $347,053 at 4% or $231,369 at 6%; with 50% employer match about $231,369 at 4% or $154,246 at 6%; with 100% employer match about $173,527 at 4% or $115,684 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-8$2,837,895$111,057$13,882iApproximate average salary by contribution assumption: employee only about $347,053 at 4% or $231,369 at 6%; with 50% employer match about $231,369 at 4% or $154,246 at 6%; with 100% employer match about $173,527 at 4% or $115,684 at 6%.
200318$2,427,046$111,615$13,952iApproximate average salary by contribution assumption: employee only about $348,797 at 4% or $232,531 at 6%; with 50% employer match about $232,531 at 4% or $155,021 at 6%; with 100% employer match about $174,398 at 4% or $116,266 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-8$2,427,046$111,615$13,952iApproximate average salary by contribution assumption: employee only about $348,797 at 4% or $232,531 at 6%; with 50% employer match about $232,531 at 4% or $155,021 at 6%; with 100% employer match about $174,398 at 4% or $116,266 at 6%.
200217$1,886,177$106,167$15,167iApproximate average salary by contribution assumption: employee only about $379,168 at 4% or $252,779 at 6%; with 50% employer match about $252,779 at 4% or $168,519 at 6%; with 100% employer match about $189,584 at 4% or $126,389 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-7$1,886,177$106,167$15,167iApproximate average salary by contribution assumption: employee only about $379,168 at 4% or $252,779 at 6%; with 50% employer match about $252,779 at 4% or $168,519 at 6%; with 100% employer match about $189,584 at 4% or $126,389 at 6%.
200127$0$0-
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-7---
Donald K. Moen, D.D.S. Money Purchase Plan & Trust-0---
200027$0$0-
Donald K. Moen, D.D.S. Money Purchase Plan & Trust-7---
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-7---
199928$1,826,838$76,008$9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%.
Donald K. Moen, D.D.S. Profit Sharing Plan & Trust-8$1,193,827$38,539$4,817iApproximate average salary by contribution assumption: employee only about $120,434 at 4% or $80,290 at 6%; with 50% employer match about $80,290 at 4% or $53,526 at 6%; with 100% employer match about $60,217 at 4% or $40,145 at 6%.
Donald K. Moen, D.D.S. Money Purchase Plan & Trust-8$633,011$37,469$4,684iApproximate average salary by contribution assumption: employee only about $117,091 at 4% or $78,060 at 6%; with 50% employer match about $78,060 at 4% or $52,040 at 6%; with 100% employer match about $58,545 at 4% or $39,030 at 6%.