Civic Intelligence

John H. Upton, Jr., D.D.S. PC.

Plan context: John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan

EIN 86-0397952 • Glendale, AZ • 20 filings • 2 plans

18555 N. 79th Ave., Ste. A-104Glendale, AZ 85308-8371
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$106,557

2018 Contributions

$2,500

Historical Graphs

Total Assets Over Time

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

$130,571$65,286$0199920092017YearValue
$106,557Latest year 2017

Participants Over Time

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

630199920092017YearValue
2Latest year 2017

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
201810$0$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-0$0--
201712$106,557$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-2$106,557$0-
201612$96,781$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-2$96,781--
201512$86,644$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-2$86,644--
201412$89,164$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-2$89,164--
201312$84,539$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-2$84,539--
201213$70,893$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-3$70,893--
201113$65,244$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-3$65,244--
201013$65,922$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-3$65,922--
200924$130,571$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-4$70,890--
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-3$59,681--
200816$49,747$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-6$49,747--
200615$65,891$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-5$65,891$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200514$56,543$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-4$56,543--
200415$55,545$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-5$55,545$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200316$46,766$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-6$46,766--
200214$39,776$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-4$39,776--
200115$0$0-
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-5---
200014$52,320$18,778$4,695iApproximate average salary by contribution assumption: employee only about $117,363 at 4% or $78,242 at 6%; with 50% employer match about $78,242 at 4% or $52,161 at 6%; with 100% employer match about $58,681 at 4% or $39,121 at 6%.
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-4$52,320$18,778$4,695iApproximate average salary by contribution assumption: employee only about $117,363 at 4% or $78,242 at 6%; with 50% employer match about $78,242 at 4% or $52,161 at 6%; with 100% employer match about $58,681 at 4% or $39,121 at 6%.
199916$33,502$33,502$5,584iApproximate average salary by contribution assumption: employee only about $139,592 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,041 at 6%; with 100% employer match about $69,796 at 4% or $46,531 at 6%.
John H. Upton, Jr., D.D.S. PC. Profit Sharing Plan-6$33,502$33,502$5,584iApproximate average salary by contribution assumption: employee only about $139,592 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,041 at 6%; with 100% employer match about $69,796 at 4% or $46,531 at 6%.