Civic Intelligence

Heritage Dentistry PC.

Plan context: Heritage Dentistry PC. Profit Sharing Plan

EIN 86-0757412 • Phoenix, AZ • 17 filings • 3 plans

1150 East Glendale Ave.Phoenix, AZ 85020
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$377,674

2013 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$408,976$204,488$0199920062012YearValue
$377,674Latest year 2012

Participants Over Time

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

320199920062012YearValue
2Latest year 2012

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
201310$0$0-
Heritage Dentistry PC. Profit Sharing Plan-0$0$0-
201212$377,674$0-
Heritage Dentistry PC. Profit Sharing Plan-2$377,674$0-
201112$367,537$0-
Heritage Dentistry PC. Profit Sharing Plan-2$367,537$0-
201013$408,976$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%.
Heritage Dentistry PC. Profit Sharing Plan-3$408,976$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%.
200913$365,445$71,659$23,886iApproximate average salary by contribution assumption: employee only about $597,158 at 4% or $398,106 at 6%; with 50% employer match about $398,106 at 4% or $265,404 at 6%; with 100% employer match about $298,579 at 4% or $199,053 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-3$365,445$71,659$23,886iApproximate average salary by contribution assumption: employee only about $597,158 at 4% or $398,106 at 6%; with 50% employer match about $398,106 at 4% or $265,404 at 6%; with 100% employer match about $298,579 at 4% or $199,053 at 6%.
200812$302,386$20,000$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%.
Heritage Dentistry PC. Profit Sharing Plan-2$302,386$20,000$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%.
200712$0$0-
Heritage Dentistry PC. Profit Sharing Plan-2---
200612$332,788$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-2$332,788$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200512$294,270$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-2$294,270$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200412$268,966$20,000$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%.
Heritage Dentistry PC. Profit Sharing Plan-2$268,966$20,000$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%.
200312$234,333$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-2$234,333$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200212$193,147$41,461$20,731iApproximate average salary by contribution assumption: employee only about $518,263 at 4% or $345,508 at 6%; with 50% employer match about $345,508 at 4% or $230,339 at 6%; with 100% employer match about $259,131 at 4% or $172,754 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-2$193,147$41,461$20,731iApproximate average salary by contribution assumption: employee only about $518,263 at 4% or $345,508 at 6%; with 50% employer match about $345,508 at 4% or $230,339 at 6%; with 100% employer match about $259,131 at 4% or $172,754 at 6%.
200123$0$0-
Heritage Dentistry PC. Profit Sharing Plan-3---
Heritage Dentistry PC. Money Purchase Pension Plan-0---
200022$166,051$29,645$14,823iApproximate average salary by contribution assumption: employee only about $370,563 at 4% or $247,042 at 6%; with 50% employer match about $247,042 at 4% or $164,694 at 6%; with 100% employer match about $185,281 at 4% or $123,521 at 6%.
Heritage Dentistry PC. Profit Sharing Plan-2$83,163$29,645$14,823iApproximate average salary by contribution assumption: employee only about $370,563 at 4% or $247,042 at 6%; with 50% employer match about $247,042 at 4% or $164,694 at 6%; with 100% employer match about $185,281 at 4% or $123,521 at 6%.
Heritage Dentistry PC. Money Purchase Pension Plan-2$82,888--
199912$88,339$14,327$7,164iApproximate average salary by contribution assumption: employee only about $179,088 at 4% or $119,392 at 6%; with 50% employer match about $119,392 at 4% or $79,594 at 6%; with 100% employer match about $89,544 at 4% or $59,696 at 6%.
Heritage Dentistry PC. Money Purchase Pension Plan-2$88,339$14,327$7,164iApproximate average salary by contribution assumption: employee only about $179,088 at 4% or $119,392 at 6%; with 50% employer match about $119,392 at 4% or $79,594 at 6%; with 100% employer match about $89,544 at 4% or $59,696 at 6%.