Civic Intelligence

John W. Rose, D.D.S.

Plan context: John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust

EIN 85-0400822 • Albuquerque, NM • 10 filings • 3 plans

4520 Lower Terrace Circle NEAlbuquerque, NM 87111-2563
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$76,363

2009 Contributions

$549

Historical Graphs

Total Assets Over Time

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

$248,255$124,128$0199920032008YearValue
$76,363Latest year 2008

Participants Over Time

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

530199920032008YearValue
4Latest 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
200910$0$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-0$0--
200814$76,363$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-4$76,363--
200714$0$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-4---
200614$0$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-4---
200414$248,255$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-4$248,255--
200315$243,157$549$110iApproximate average salary by contribution assumption: employee only about $2,745 at 4% or $1,830 at 6%; with 50% employer match about $1,830 at 4% or $1,220 at 6%; with 100% employer match about $1,373 at 4% or $915 at 6%.
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-5$243,157$549$110iApproximate average salary by contribution assumption: employee only about $2,745 at 4% or $1,830 at 6%; with 50% employer match about $1,830 at 4% or $1,220 at 6%; with 100% employer match about $1,373 at 4% or $915 at 6%.
200213$226,863$53,551$17,850iApproximate average salary by contribution assumption: employee only about $446,258 at 4% or $297,506 at 6%; with 50% employer match about $297,506 at 4% or $198,337 at 6%; with 100% employer match about $223,129 at 4% or $148,753 at 6%.
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-3$226,863$53,551$17,850iApproximate average salary by contribution assumption: employee only about $446,258 at 4% or $297,506 at 6%; with 50% employer match about $297,506 at 4% or $198,337 at 6%; with 100% employer match about $223,129 at 4% or $148,753 at 6%.
200113$0$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-3---
200011$0$0-
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-1---
199912$172,151$36,794$18,397iApproximate average salary by contribution assumption: employee only about $459,925 at 4% or $306,617 at 6%; with 50% employer match about $306,617 at 4% or $204,411 at 6%; with 100% employer match about $229,963 at 4% or $153,308 at 6%.
John W. Rose, D.D.S. Defined Benefit Pension Plan and Trust-2$172,151$36,794$18,397iApproximate average salary by contribution assumption: employee only about $459,925 at 4% or $306,617 at 6%; with 50% employer match about $306,617 at 4% or $204,411 at 6%; with 100% employer match about $229,963 at 4% or $153,308 at 6%.
John W. Rose, D.D.S. | EIN 85-0400822 | 2009 Form 5500 Company Profile