Civic Intelligence

Okun-Carter Dentistry, P. C.

Plan context: Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.

EIN 86-0259033 • 23 filings • 3 plans

Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$2,209,086

2021 Contributions

$91,556

Historical Graphs

Total Assets Over Time

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

$2,462,315$1,231,158$0199920132020YearValue
$2,209,086Latest year 2020

Participants Over Time

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

1160199920102020YearValue
11Latest year 2020

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
202110$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-0---
2020111$2,209,086$91,556$8,323iApproximate average salary by contribution assumption: employee only about $208,082 at 4% or $138,721 at 6%; with 50% employer match about $138,721 at 4% or $92,481 at 6%; with 100% employer match about $104,041 at 4% or $69,361 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-11$2,209,086$91,556$8,323iApproximate average salary by contribution assumption: employee only about $208,082 at 4% or $138,721 at 6%; with 50% employer match about $138,721 at 4% or $92,481 at 6%; with 100% employer match about $104,041 at 4% or $69,361 at 6%.
2019110$2,251,997$65,331$6,533iApproximate average salary by contribution assumption: employee only about $163,328 at 4% or $108,885 at 6%; with 50% employer match about $108,885 at 4% or $72,590 at 6%; with 100% employer match about $81,664 at 4% or $54,443 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-10$2,251,997$65,331$6,533iApproximate average salary by contribution assumption: employee only about $163,328 at 4% or $108,885 at 6%; with 50% employer match about $108,885 at 4% or $72,590 at 6%; with 100% employer match about $81,664 at 4% or $54,443 at 6%.
201819$2,247,933$55,850$6,206iApproximate average salary by contribution assumption: employee only about $155,139 at 4% or $103,426 at 6%; with 50% employer match about $103,426 at 4% or $68,951 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-9$2,247,933$55,850$6,206iApproximate average salary by contribution assumption: employee only about $155,139 at 4% or $103,426 at 6%; with 50% employer match about $103,426 at 4% or $68,951 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
2017110$2,462,315$14,373$1,437iApproximate average salary by contribution assumption: employee only about $35,933 at 4% or $23,955 at 6%; with 50% employer match about $23,955 at 4% or $15,970 at 6%; with 100% employer match about $17,966 at 4% or $11,978 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-10$2,462,315$14,373$1,437iApproximate average salary by contribution assumption: employee only about $35,933 at 4% or $23,955 at 6%; with 50% employer match about $23,955 at 4% or $15,970 at 6%; with 100% employer match about $17,966 at 4% or $11,978 at 6%.
2016110$2,374,875$66,148$6,615iApproximate average salary by contribution assumption: employee only about $165,370 at 4% or $110,247 at 6%; with 50% employer match about $110,247 at 4% or $73,498 at 6%; with 100% employer match about $82,685 at 4% or $55,123 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-10$2,374,875$66,148$6,615iApproximate average salary by contribution assumption: employee only about $165,370 at 4% or $110,247 at 6%; with 50% employer match about $110,247 at 4% or $73,498 at 6%; with 100% employer match about $82,685 at 4% or $55,123 at 6%.
201518$2,061,935$58,375$7,297iApproximate average salary by contribution assumption: employee only about $182,422 at 4% or $121,615 at 6%; with 50% employer match about $121,615 at 4% or $81,076 at 6%; with 100% employer match about $91,211 at 4% or $60,807 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$2,061,935$58,375$7,297iApproximate average salary by contribution assumption: employee only about $182,422 at 4% or $121,615 at 6%; with 50% employer match about $121,615 at 4% or $81,076 at 6%; with 100% employer match about $91,211 at 4% or $60,807 at 6%.
201418$1,836,435$61,854$7,732iApproximate average salary by contribution assumption: employee only about $193,294 at 4% or $128,863 at 6%; with 50% employer match about $128,863 at 4% or $85,908 at 6%; with 100% employer match about $96,647 at 4% or $64,431 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,836,435$61,854$7,732iApproximate average salary by contribution assumption: employee only about $193,294 at 4% or $128,863 at 6%; with 50% employer match about $128,863 at 4% or $85,908 at 6%; with 100% employer match about $96,647 at 4% or $64,431 at 6%.
201319$1,949,977$62,066$6,896iApproximate average salary by contribution assumption: employee only about $172,406 at 4% or $114,937 at 6%; with 50% employer match about $114,937 at 4% or $76,625 at 6%; with 100% employer match about $86,203 at 4% or $57,469 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-9$1,949,977$62,066$6,896iApproximate average salary by contribution assumption: employee only about $172,406 at 4% or $114,937 at 6%; with 50% employer match about $114,937 at 4% or $76,625 at 6%; with 100% employer match about $86,203 at 4% or $57,469 at 6%.
201217$1,772,910$53,906$7,701iApproximate average salary by contribution assumption: employee only about $192,521 at 4% or $128,348 at 6%; with 50% employer match about $128,348 at 4% or $85,565 at 6%; with 100% employer match about $96,261 at 4% or $64,174 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-7$1,772,910$53,906$7,701iApproximate average salary by contribution assumption: employee only about $192,521 at 4% or $128,348 at 6%; with 50% employer match about $128,348 at 4% or $85,565 at 6%; with 100% employer match about $96,261 at 4% or $64,174 at 6%.
201118$1,568,559$58,183$7,273iApproximate average salary by contribution assumption: employee only about $181,822 at 4% or $121,215 at 6%; with 50% employer match about $121,215 at 4% or $80,810 at 6%; with 100% employer match about $90,911 at 4% or $60,607 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,568,559$58,183$7,273iApproximate average salary by contribution assumption: employee only about $181,822 at 4% or $121,215 at 6%; with 50% employer match about $121,215 at 4% or $80,810 at 6%; with 100% employer match about $90,911 at 4% or $60,607 at 6%.
201018$1,482,729$43,911$5,489iApproximate average salary by contribution assumption: employee only about $137,222 at 4% or $91,481 at 6%; with 50% employer match about $91,481 at 4% or $60,988 at 6%; with 100% employer match about $68,611 at 4% or $45,741 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,482,729$43,911$5,489iApproximate average salary by contribution assumption: employee only about $137,222 at 4% or $91,481 at 6%; with 50% employer match about $91,481 at 4% or $60,988 at 6%; with 100% employer match about $68,611 at 4% or $45,741 at 6%.
200918$1,458,336$42,696$5,337iApproximate average salary by contribution assumption: employee only about $133,425 at 4% or $88,950 at 6%; with 50% employer match about $88,950 at 4% or $59,300 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,458,336$42,696$5,337iApproximate average salary by contribution assumption: employee only about $133,425 at 4% or $88,950 at 6%; with 50% employer match about $88,950 at 4% or $59,300 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
200818$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8---
200717$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-7---
200615$1,463,232$24,068$4,814iApproximate average salary by contribution assumption: employee only about $120,340 at 4% or $80,227 at 6%; with 50% employer match about $80,227 at 4% or $53,484 at 6%; with 100% employer match about $60,170 at 4% or $40,113 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-5$1,463,232$24,068$4,814iApproximate average salary by contribution assumption: employee only about $120,340 at 4% or $80,227 at 6%; with 50% employer match about $80,227 at 4% or $53,484 at 6%; with 100% employer match about $60,170 at 4% or $40,113 at 6%.
2005110$1,482,966$36,679$3,668iApproximate average salary by contribution assumption: employee only about $91,698 at 4% or $61,132 at 6%; with 50% employer match about $61,132 at 4% or $40,754 at 6%; with 100% employer match about $45,849 at 4% or $30,566 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-10$1,482,966$36,679$3,668iApproximate average salary by contribution assumption: employee only about $91,698 at 4% or $61,132 at 6%; with 50% employer match about $61,132 at 4% or $40,754 at 6%; with 100% employer match about $45,849 at 4% or $30,566 at 6%.
200418$1,234,638$29,344$3,668iApproximate average salary by contribution assumption: employee only about $91,700 at 4% or $61,133 at 6%; with 50% employer match about $61,133 at 4% or $40,756 at 6%; with 100% employer match about $45,850 at 4% or $30,567 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,234,638$29,344$3,668iApproximate average salary by contribution assumption: employee only about $91,700 at 4% or $61,133 at 6%; with 50% employer match about $61,133 at 4% or $40,756 at 6%; with 100% employer match about $45,850 at 4% or $30,567 at 6%.
200317$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-7---
200217$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-7---
200118$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8---
200019$0$0-
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-9---
199918$1,701,124$17,674$2,209iApproximate average salary by contribution assumption: employee only about $55,231 at 4% or $36,821 at 6%; with 50% employer match about $36,821 at 4% or $24,547 at 6%; with 100% employer match about $27,616 at 4% or $18,410 at 6%.
Money Purchase Pension Plan of Kochert-Okun Dentistry, P. C.-8$1,701,124$17,674$2,209iApproximate average salary by contribution assumption: employee only about $55,231 at 4% or $36,821 at 6%; with 50% employer match about $36,821 at 4% or $24,547 at 6%; with 100% employer match about $27,616 at 4% or $18,410 at 6%.