Civic Intelligence

Matthew a. West Dds PC.

Plan context: Matthew a. West Dds PC 401(K) Plan

EIN 81-0518124 • Bozeman, MT • 19 filings • 3 plans

1247 Stoneridge DrBozeman, MT 59718
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$2,220,069

2019 Contributions

$28,748

Historical Graphs

Total Assets Over Time

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

$2,281,291$1,140,646$0200220102018YearValue
$2,220,069Latest year 2018

Participants Over Time

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

1050200120102018YearValue
6Latest year 2018

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
201910$0$0-
Matthew a. West Dds PC 401(K) Plan-0$0--
201816$2,220,069$28,748$4,791iApproximate average salary by contribution assumption: employee only about $119,783 at 4% or $79,856 at 6%; with 50% employer match about $79,856 at 4% or $53,237 at 6%; with 100% employer match about $59,892 at 4% or $39,928 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$2,220,069$28,748$4,791iApproximate average salary by contribution assumption: employee only about $119,783 at 4% or $79,856 at 6%; with 50% employer match about $79,856 at 4% or $53,237 at 6%; with 100% employer match about $59,892 at 4% or $39,928 at 6%.
2017110$2,281,291$135,832$13,583iApproximate average salary by contribution assumption: employee only about $339,580 at 4% or $226,387 at 6%; with 50% employer match about $226,387 at 4% or $150,924 at 6%; with 100% employer match about $169,790 at 4% or $113,193 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$2,281,291$135,832$13,583iApproximate average salary by contribution assumption: employee only about $339,580 at 4% or $226,387 at 6%; with 50% employer match about $226,387 at 4% or $150,924 at 6%; with 100% employer match about $169,790 at 4% or $113,193 at 6%.
201619$2,072,884$149,358$16,595iApproximate average salary by contribution assumption: employee only about $414,883 at 4% or $276,589 at 6%; with 50% employer match about $276,589 at 4% or $184,393 at 6%; with 100% employer match about $207,442 at 4% or $138,294 at 6%.
Matthew a. West Dds PC 401(K) Plan-9$2,072,884$149,358$16,595iApproximate average salary by contribution assumption: employee only about $414,883 at 4% or $276,589 at 6%; with 50% employer match about $276,589 at 4% or $184,393 at 6%; with 100% employer match about $207,442 at 4% or $138,294 at 6%.
2015110$1,908,048$84,940$8,494iApproximate average salary by contribution assumption: employee only about $212,350 at 4% or $141,567 at 6%; with 50% employer match about $141,567 at 4% or $94,378 at 6%; with 100% employer match about $106,175 at 4% or $70,783 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$1,908,048$84,940$8,494iApproximate average salary by contribution assumption: employee only about $212,350 at 4% or $141,567 at 6%; with 50% employer match about $141,567 at 4% or $94,378 at 6%; with 100% employer match about $106,175 at 4% or $70,783 at 6%.
201419$1,843,774$132,816$14,757iApproximate average salary by contribution assumption: employee only about $368,933 at 4% or $245,956 at 6%; with 50% employer match about $245,956 at 4% or $163,970 at 6%; with 100% employer match about $184,467 at 4% or $122,978 at 6%.
Matthew a. West Dds PC 401(K) Plan-9$1,843,774$132,816$14,757iApproximate average salary by contribution assumption: employee only about $368,933 at 4% or $245,956 at 6%; with 50% employer match about $245,956 at 4% or $163,970 at 6%; with 100% employer match about $184,467 at 4% or $122,978 at 6%.
201319$1,630,780$76,240$8,471iApproximate average salary by contribution assumption: employee only about $211,778 at 4% or $141,185 at 6%; with 50% employer match about $141,185 at 4% or $94,123 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%.
Matthew a. West Dds PC 401(K) Plan-9$1,630,780$76,240$8,471iApproximate average salary by contribution assumption: employee only about $211,778 at 4% or $141,185 at 6%; with 50% employer match about $141,185 at 4% or $94,123 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%.
2012110$1,447,359$133,753$13,375iApproximate average salary by contribution assumption: employee only about $334,383 at 4% or $222,922 at 6%; with 50% employer match about $222,922 at 4% or $148,614 at 6%; with 100% employer match about $167,191 at 4% or $111,461 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$1,447,359$133,753$13,375iApproximate average salary by contribution assumption: employee only about $334,383 at 4% or $222,922 at 6%; with 50% employer match about $222,922 at 4% or $148,614 at 6%; with 100% employer match about $167,191 at 4% or $111,461 at 6%.
2011110$1,224,484$120,444$12,044iApproximate average salary by contribution assumption: employee only about $301,110 at 4% or $200,740 at 6%; with 50% employer match about $200,740 at 4% or $133,827 at 6%; with 100% employer match about $150,555 at 4% or $100,370 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$1,224,484$120,444$12,044iApproximate average salary by contribution assumption: employee only about $301,110 at 4% or $200,740 at 6%; with 50% employer match about $200,740 at 4% or $133,827 at 6%; with 100% employer match about $150,555 at 4% or $100,370 at 6%.
2010110$1,065,743$127,805$12,781iApproximate average salary by contribution assumption: employee only about $319,513 at 4% or $213,008 at 6%; with 50% employer match about $213,008 at 4% or $142,006 at 6%; with 100% employer match about $159,756 at 4% or $106,504 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$1,065,743$127,805$12,781iApproximate average salary by contribution assumption: employee only about $319,513 at 4% or $213,008 at 6%; with 50% employer match about $213,008 at 4% or $142,006 at 6%; with 100% employer match about $159,756 at 4% or $106,504 at 6%.
2009110$854,897$65,622$6,562iApproximate average salary by contribution assumption: employee only about $164,055 at 4% or $109,370 at 6%; with 50% employer match about $109,370 at 4% or $72,913 at 6%; with 100% employer match about $82,028 at 4% or $54,685 at 6%.
Matthew a. West Dds PC 401(K) Plan-10$854,897$65,622$6,562iApproximate average salary by contribution assumption: employee only about $164,055 at 4% or $109,370 at 6%; with 50% employer match about $109,370 at 4% or $72,913 at 6%; with 100% employer match about $82,028 at 4% or $54,685 at 6%.
200817$710,118$89,568$12,795iApproximate average salary by contribution assumption: employee only about $319,886 at 4% or $213,257 at 6%; with 50% employer match about $213,257 at 4% or $142,171 at 6%; with 100% employer match about $159,943 at 4% or $106,629 at 6%.
Matthew a. West Dds PC 401(K) Plan-7$710,118$89,568$12,795iApproximate average salary by contribution assumption: employee only about $319,886 at 4% or $213,257 at 6%; with 50% employer match about $213,257 at 4% or $142,171 at 6%; with 100% employer match about $159,943 at 4% or $106,629 at 6%.
200716$677,247$87,835$14,639iApproximate average salary by contribution assumption: employee only about $365,979 at 4% or $243,986 at 6%; with 50% employer match about $243,986 at 4% or $162,657 at 6%; with 100% employer match about $182,990 at 4% or $121,993 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$677,247$87,835$14,639iApproximate average salary by contribution assumption: employee only about $365,979 at 4% or $243,986 at 6%; with 50% employer match about $243,986 at 4% or $162,657 at 6%; with 100% employer match about $182,990 at 4% or $121,993 at 6%.
200616$560,375$74,990$12,498iApproximate average salary by contribution assumption: employee only about $312,458 at 4% or $208,306 at 6%; with 50% employer match about $208,306 at 4% or $138,870 at 6%; with 100% employer match about $156,229 at 4% or $104,153 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$560,375$74,990$12,498iApproximate average salary by contribution assumption: employee only about $312,458 at 4% or $208,306 at 6%; with 50% employer match about $208,306 at 4% or $138,870 at 6%; with 100% employer match about $156,229 at 4% or $104,153 at 6%.
200516$460,740$72,745$12,124iApproximate average salary by contribution assumption: employee only about $303,104 at 4% or $202,069 at 6%; with 50% employer match about $202,069 at 4% or $134,713 at 6%; with 100% employer match about $151,552 at 4% or $101,035 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$460,740$72,745$12,124iApproximate average salary by contribution assumption: employee only about $303,104 at 4% or $202,069 at 6%; with 50% employer match about $202,069 at 4% or $134,713 at 6%; with 100% employer match about $151,552 at 4% or $101,035 at 6%.
200415$388,370$76,684$15,337iApproximate average salary by contribution assumption: employee only about $383,420 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,409 at 6%; with 100% employer match about $191,710 at 4% or $127,807 at 6%.
Matthew a. West Dds PC 401(K) Plan-5$388,370$76,684$15,337iApproximate average salary by contribution assumption: employee only about $383,420 at 4% or $255,613 at 6%; with 50% employer match about $255,613 at 4% or $170,409 at 6%; with 100% employer match about $191,710 at 4% or $127,807 at 6%.
200316$310,472$73,625$12,271iApproximate average salary by contribution assumption: employee only about $306,771 at 4% or $204,514 at 6%; with 50% employer match about $204,514 at 4% or $136,343 at 6%; with 100% employer match about $153,385 at 4% or $102,257 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$310,472$73,625$12,271iApproximate average salary by contribution assumption: employee only about $306,771 at 4% or $204,514 at 6%; with 50% employer match about $204,514 at 4% or $136,343 at 6%; with 100% employer match about $153,385 at 4% or $102,257 at 6%.
200216$217,424$66,274$11,046iApproximate average salary by contribution assumption: employee only about $276,142 at 4% or $184,094 at 6%; with 50% employer match about $184,094 at 4% or $122,730 at 6%; with 100% employer match about $138,071 at 4% or $92,047 at 6%.
Matthew a. West Dds PC 401(K) Plan-6$217,424$66,274$11,046iApproximate average salary by contribution assumption: employee only about $276,142 at 4% or $184,094 at 6%; with 50% employer match about $184,094 at 4% or $122,730 at 6%; with 100% employer match about $138,071 at 4% or $92,047 at 6%.
200115$0$0-
MATTHEW WEST D.D.S., PC MONEY PURCHASE PLAN AND TRUST-5---