Civic Intelligence

Michael H. Mason, D.D.S., P.A.

Plan context: Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust

EIN 85-0400587 • Santa Fe, NM • 27 filings • 5 plans

1456 South St. Francis DriveSanta Fe, NM 87505-4038
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$3,979,062

2015 Contributions

$77,000

Historical Graphs

Total Assets Over Time

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

$4,241,701$2,120,851$0199920082014YearValue
$3,979,062Latest year 2014

Participants Over Time

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

840199920072014YearValue
2Latest year 2014

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
201510$0$77,000-
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-0-$77,000-
201412$3,979,062$0-
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-2$3,979,062--
201312$4,241,701$0-
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-2$4,241,701--
201212$4,182,161$68,261$34,131iApproximate average salary by contribution assumption: employee only about $853,263 at 4% or $568,842 at 6%; with 50% employer match about $568,842 at 4% or $379,228 at 6%; with 100% employer match about $426,631 at 4% or $284,421 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-2$4,182,161$68,261$34,131iApproximate average salary by contribution assumption: employee only about $853,263 at 4% or $568,842 at 6%; with 50% employer match about $568,842 at 4% or $379,228 at 6%; with 100% employer match about $426,631 at 4% or $284,421 at 6%.
201127$4,065,764$1,189,734$169,962iApproximate average salary by contribution assumption: employee only about $4,249,050 at 4% or $2,832,700 at 6%; with 50% employer match about $2,832,700 at 4% or $1,888,467 at 6%; with 100% employer match about $2,124,525 at 4% or $1,416,350 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$4,065,764$1,089,734$155,676iApproximate average salary by contribution assumption: employee only about $3,891,907 at 4% or $2,594,605 at 6%; with 50% employer match about $2,594,605 at 4% or $1,729,737 at 6%; with 100% employer match about $1,945,954 at 4% or $1,297,302 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-0$0$100,000-
201027$3,926,960$213,606$30,515iApproximate average salary by contribution assumption: employee only about $762,879 at 4% or $508,586 at 6%; with 50% employer match about $508,586 at 4% or $339,057 at 6%; with 100% employer match about $381,439 at 4% or $254,293 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$2,982,529$13,606$1,944iApproximate average salary by contribution assumption: employee only about $48,593 at 4% or $32,395 at 6%; with 50% employer match about $32,395 at 4% or $21,597 at 6%; with 100% employer match about $24,296 at 4% or $16,198 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7$944,431$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
200927$3,669,232$230,610$32,944iApproximate average salary by contribution assumption: employee only about $823,607 at 4% or $549,071 at 6%; with 50% employer match about $549,071 at 4% or $366,048 at 6%; with 100% employer match about $411,804 at 4% or $274,536 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$2,924,934$44,610$6,373iApproximate average salary by contribution assumption: employee only about $159,321 at 4% or $106,214 at 6%; with 50% employer match about $106,214 at 4% or $70,810 at 6%; with 100% employer match about $79,661 at 4% or $53,107 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7$744,298$186,000$26,571iApproximate average salary by contribution assumption: employee only about $664,286 at 4% or $442,857 at 6%; with 50% employer match about $442,857 at 4% or $295,238 at 6%; with 100% employer match about $332,143 at 4% or $221,429 at 6%.
200827$3,349,108$251,955$35,994iApproximate average salary by contribution assumption: employee only about $899,839 at 4% or $599,893 at 6%; with 50% employer match about $599,893 at 4% or $399,929 at 6%; with 100% employer match about $449,920 at 4% or $299,946 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$2,790,815$58,026$8,289iApproximate average salary by contribution assumption: employee only about $207,236 at 4% or $138,157 at 6%; with 50% employer match about $138,157 at 4% or $92,105 at 6%; with 100% employer match about $103,618 at 4% or $69,079 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7$558,293$193,929$27,704iApproximate average salary by contribution assumption: employee only about $692,604 at 4% or $461,736 at 6%; with 50% employer match about $461,736 at 4% or $307,824 at 6%; with 100% employer match about $346,302 at 4% or $230,868 at 6%.
200727$0$0-
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7---
MICHAEL H. MASON, D.D.S., P.A. RETIREMENT PLAN AND TRUST-7---
200627$2,910,897$129,177$18,454iApproximate average salary by contribution assumption: employee only about $461,346 at 4% or $307,564 at 6%; with 50% employer match about $307,564 at 4% or $205,043 at 6%; with 100% employer match about $230,673 at 4% or $153,782 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$2,644,141$79,756$11,394iApproximate average salary by contribution assumption: employee only about $284,843 at 4% or $189,895 at 6%; with 50% employer match about $189,895 at 4% or $126,597 at 6%; with 100% employer match about $142,421 at 4% or $94,948 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7$266,756$49,421$7,060iApproximate average salary by contribution assumption: employee only about $176,504 at 4% or $117,669 at 6%; with 50% employer match about $117,669 at 4% or $78,446 at 6%; with 100% employer match about $88,252 at 4% or $58,835 at 6%.
200527$2,592,619$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$2,419,758$74,050$10,579iApproximate average salary by contribution assumption: employee only about $264,464 at 4% or $176,310 at 6%; with 50% employer match about $176,310 at 4% or $117,540 at 6%; with 100% employer match about $132,232 at 4% or $88,155 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7$172,861$45,950$6,564iApproximate average salary by contribution assumption: employee only about $164,107 at 4% or $109,405 at 6%; with 50% employer match about $109,405 at 4% or $72,937 at 6%; with 100% employer match about $82,054 at 4% or $54,702 at 6%.
200426$2,386,412$110,705$18,451iApproximate average salary by contribution assumption: employee only about $461,271 at 4% or $307,514 at 6%; with 50% employer match about $307,514 at 4% or $205,009 at 6%; with 100% employer match about $230,635 at 4% or $153,757 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-6$2,261,810$66,503$11,084iApproximate average salary by contribution assumption: employee only about $277,096 at 4% or $184,731 at 6%; with 50% employer match about $184,731 at 4% or $123,154 at 6%; with 100% employer match about $138,548 at 4% or $92,365 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-6$124,602$44,202$7,367iApproximate average salary by contribution assumption: employee only about $184,175 at 4% or $122,783 at 6%; with 50% employer match about $122,783 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%.
200326$2,182,617$86,692$14,449iApproximate average salary by contribution assumption: employee only about $361,217 at 4% or $240,811 at 6%; with 50% employer match about $240,811 at 4% or $160,541 at 6%; with 100% employer match about $180,608 at 4% or $120,406 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-6$2,102,306$46,817$7,803iApproximate average salary by contribution assumption: employee only about $195,071 at 4% or $130,047 at 6%; with 50% employer match about $130,047 at 4% or $86,698 at 6%; with 100% employer match about $97,535 at 4% or $65,024 at 6%.
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-6$80,311$39,875$6,646iApproximate average salary by contribution assumption: employee only about $166,146 at 4% or $110,764 at 6%; with 50% employer match about $110,764 at 4% or $73,843 at 6%; with 100% employer match about $83,073 at 4% or $55,382 at 6%.
200227$0$0-
MICHAEL H. MASON, D.D.S, P.A. RETIREMENT PLAN AND TRUST-7---
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7---
200118$0$0-
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-8---
200017$1,606,663$95,492$13,642iApproximate average salary by contribution assumption: employee only about $341,043 at 4% or $227,362 at 6%; with 50% employer match about $227,362 at 4% or $151,575 at 6%; with 100% employer match about $170,521 at 4% or $113,681 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-7$1,606,663$95,492$13,642iApproximate average salary by contribution assumption: employee only about $341,043 at 4% or $227,362 at 6%; with 50% employer match about $227,362 at 4% or $151,575 at 6%; with 100% employer match about $170,521 at 4% or $113,681 at 6%.
199916$1,392,181$34,944$5,824iApproximate average salary by contribution assumption: employee only about $145,600 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,533 at 6%.
Michael H. Mason, D.D.S., P.A. Age-Weighted Profit Sharing Plan and Trust-6$1,392,181$34,944$5,824iApproximate average salary by contribution assumption: employee only about $145,600 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,533 at 6%.