Civic Intelligence

Dale Harvey, Dds Ltd

Plan context: Dale Harvey, Dds Ltd Profit Sharing Plan

EIN 86-0388290 • Phoenix, AZ • 17 filings • 4 plans

9035 N 43rd Avenue, Suite BPhoenix, AZ 85051-3265
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$1,228,009

2015 Contributions

$24,500

Historical Graphs

Total Assets Over Time

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

$1,228,009$614,005$0199920102014YearValue
$1,228,009Latest year 2014

Participants Over Time

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

320199920082014YearValue
3Latest 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$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-0$0$0-
201413$1,228,009$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$1,228,009$0-
201313$1,223,327$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$1,223,327$0-
201213$1,032,222$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$1,032,222$0-
201113$930,882$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$930,882--
201013$964,181$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$964,181$0-
200913$785,153$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3$785,153--
200813$0$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3---
200713$0$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3---
200613$983,808$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
Dale Harvey, Dds Ltd Profit Sharing Plan-3$983,808$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
200413$756,343$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Dale Harvey, Dds Ltd Profit Sharing Plan-3$756,343$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200213$0$0-
Dale Harvey, Dds Ltd Profit Sharing Plan-3---
200123$0$0-
Dale Harvey, Dds Ltd Money Purchase Pension Plan-0---
Dale Harvey, Dds Ltd Profit Sharing Plan-3---
200013$0$0-
Dale Harvey, Dds Ltd Money Purchase Pension Plan-3---
199923$444,257$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Dale Harvey, Dds Ltd Profit Sharing Plan-3$241,272$12,233$4,078iApproximate average salary by contribution assumption: employee only about $101,942 at 4% or $67,961 at 6%; with 50% employer match about $67,961 at 4% or $45,307 at 6%; with 100% employer match about $50,971 at 4% or $33,981 at 6%.
Dale Harvey, Dds Ltd Money Purchase Pension Plan-3$202,985$17,767$5,922iApproximate average salary by contribution assumption: employee only about $148,058 at 4% or $98,706 at 6%; with 50% employer match about $98,706 at 4% or $65,804 at 6%; with 100% employer match about $74,029 at 4% or $49,353 at 6%.