Civic Intelligence

J. Edward Carroll, D.M.D. Inc.

Plan context: J. Edward Carroll, D.M.D. 401(K) Plan

EIN 90-0870505 • Lakeland, FL • 7 filings • 1 plans

5216 Scotland PlLakeland, FL 33813-3063
Current Snapshot

Latest Year

2018

2018 Participants

10

2018 Assets

$1,809,034

2018 Contributions

$88,955

Historical Graphs

Total Assets Over Time

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

$1,809,034$904,517$0201220152017YearValue
$1,809,034Latest year 2017

Participants Over Time

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

1050201220152017YearValue
10Latest 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$88,955-
J. Edward Carroll, D.M.D. 401(K) Plan-0$0$88,955-
2017110$1,809,034$96,128$9,613iApproximate average salary by contribution assumption: employee only about $240,320 at 4% or $160,213 at 6%; with 50% employer match about $160,213 at 4% or $106,809 at 6%; with 100% employer match about $120,160 at 4% or $80,107 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-10$1,809,034$96,128$9,613iApproximate average salary by contribution assumption: employee only about $240,320 at 4% or $160,213 at 6%; with 50% employer match about $160,213 at 4% or $106,809 at 6%; with 100% employer match about $120,160 at 4% or $80,107 at 6%.
201619$1,395,920$82,556$9,173iApproximate average salary by contribution assumption: employee only about $229,322 at 4% or $152,881 at 6%; with 50% employer match about $152,881 at 4% or $101,921 at 6%; with 100% employer match about $114,661 at 4% or $76,441 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-9$1,395,920$82,556$9,173iApproximate average salary by contribution assumption: employee only about $229,322 at 4% or $152,881 at 6%; with 50% employer match about $152,881 at 4% or $101,921 at 6%; with 100% employer match about $114,661 at 4% or $76,441 at 6%.
201519$1,257,371$81,636$9,071iApproximate average salary by contribution assumption: employee only about $226,767 at 4% or $151,178 at 6%; with 50% employer match about $151,178 at 4% or $100,785 at 6%; with 100% employer match about $113,383 at 4% or $75,589 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-9$1,257,371$81,636$9,071iApproximate average salary by contribution assumption: employee only about $226,767 at 4% or $151,178 at 6%; with 50% employer match about $151,178 at 4% or $100,785 at 6%; with 100% employer match about $113,383 at 4% or $75,589 at 6%.
201418$1,222,278$71,589$8,949iApproximate average salary by contribution assumption: employee only about $223,716 at 4% or $149,144 at 6%; with 50% employer match about $149,144 at 4% or $99,429 at 6%; with 100% employer match about $111,858 at 4% or $74,572 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-8$1,222,278$71,589$8,949iApproximate average salary by contribution assumption: employee only about $223,716 at 4% or $149,144 at 6%; with 50% employer match about $149,144 at 4% or $99,429 at 6%; with 100% employer match about $111,858 at 4% or $74,572 at 6%.
201318$1,164,987$72,897$9,112iApproximate average salary by contribution assumption: employee only about $227,803 at 4% or $151,869 at 6%; with 50% employer match about $151,869 at 4% or $101,246 at 6%; with 100% employer match about $113,902 at 4% or $75,934 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-8$1,164,987$72,897$9,112iApproximate average salary by contribution assumption: employee only about $227,803 at 4% or $151,869 at 6%; with 50% employer match about $151,869 at 4% or $101,246 at 6%; with 100% employer match about $113,902 at 4% or $75,934 at 6%.
201218$1,096,898$80,205$10,026iApproximate average salary by contribution assumption: employee only about $250,641 at 4% or $167,094 at 6%; with 50% employer match about $167,094 at 4% or $111,396 at 6%; with 100% employer match about $125,320 at 4% or $83,547 at 6%.
J. Edward Carroll, D.M.D. 401(K) Plan-8$1,096,898$80,205$10,026iApproximate average salary by contribution assumption: employee only about $250,641 at 4% or $167,094 at 6%; with 50% employer match about $167,094 at 4% or $111,396 at 6%; with 100% employer match about $125,320 at 4% or $83,547 at 6%.