Civic Intelligence

Henry W. Surbeck, D.D.S., P.S.

Plan context: Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust

EIN 91-0875073 • 8 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

8

2006 Assets

$2,962,239

2006 Contributions

$62,813

Historical Graphs

Total Assets Over Time

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

$2,962,239$1,481,120$0199920032006YearValue
$2,962,239Latest year 2006

Participants Over Time

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

950199920032006YearValue
8Latest year 2006

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
200618$2,962,239$62,813$7,852iApproximate average salary by contribution assumption: employee only about $196,291 at 4% or $130,860 at 6%; with 50% employer match about $130,860 at 4% or $87,240 at 6%; with 100% employer match about $98,145 at 4% or $65,430 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,962,239$62,813$7,852iApproximate average salary by contribution assumption: employee only about $196,291 at 4% or $130,860 at 6%; with 50% employer match about $130,860 at 4% or $87,240 at 6%; with 100% employer match about $98,145 at 4% or $65,430 at 6%.
200519$2,489,889$70,946$7,883iApproximate average salary by contribution assumption: employee only about $197,072 at 4% or $131,381 at 6%; with 50% employer match about $131,381 at 4% or $87,588 at 6%; with 100% employer match about $98,536 at 4% or $65,691 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-9$2,489,889$70,946$7,883iApproximate average salary by contribution assumption: employee only about $197,072 at 4% or $131,381 at 6%; with 50% employer match about $131,381 at 4% or $87,588 at 6%; with 100% employer match about $98,536 at 4% or $65,691 at 6%.
200418$2,194,699$78,300$9,788iApproximate average salary by contribution assumption: employee only about $244,688 at 4% or $163,125 at 6%; with 50% employer match about $163,125 at 4% or $108,750 at 6%; with 100% employer match about $122,344 at 4% or $81,563 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-8$2,194,699$78,300$9,788iApproximate average salary by contribution assumption: employee only about $244,688 at 4% or $163,125 at 6%; with 50% employer match about $163,125 at 4% or $108,750 at 6%; with 100% employer match about $122,344 at 4% or $81,563 at 6%.
200316$1,923,166$79,760$13,293iApproximate average salary by contribution assumption: employee only about $332,333 at 4% or $221,556 at 6%; with 50% employer match about $221,556 at 4% or $147,704 at 6%; with 100% employer match about $166,167 at 4% or $110,778 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$1,923,166$79,760$13,293iApproximate average salary by contribution assumption: employee only about $332,333 at 4% or $221,556 at 6%; with 50% employer match about $221,556 at 4% or $147,704 at 6%; with 100% employer match about $166,167 at 4% or $110,778 at 6%.
200216$1,480,807$71,448$11,908iApproximate average salary by contribution assumption: employee only about $297,700 at 4% or $198,467 at 6%; with 50% employer match about $198,467 at 4% or $132,311 at 6%; with 100% employer match about $148,850 at 4% or $99,233 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$1,480,807$71,448$11,908iApproximate average salary by contribution assumption: employee only about $297,700 at 4% or $198,467 at 6%; with 50% employer match about $198,467 at 4% or $132,311 at 6%; with 100% employer match about $148,850 at 4% or $99,233 at 6%.
200116$1,470,126$55,350$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-6$1,470,126$55,350$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
200017$1,390,509$52,057$7,437iApproximate average salary by contribution assumption: employee only about $185,918 at 4% or $123,945 at 6%; with 50% employer match about $123,945 at 4% or $82,630 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$1,390,509$52,057$7,437iApproximate average salary by contribution assumption: employee only about $185,918 at 4% or $123,945 at 6%; with 50% employer match about $123,945 at 4% or $82,630 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%.
199917$1,337,585$52,126$7,447iApproximate average salary by contribution assumption: employee only about $186,164 at 4% or $124,110 at 6%; with 50% employer match about $124,110 at 4% or $82,740 at 6%; with 100% employer match about $93,082 at 4% or $62,055 at 6%.
Henry W. Surbeck, D.D.S., P.S. 401K Profit Sharing Plan and Trust-7$1,337,585$52,126$7,447iApproximate average salary by contribution assumption: employee only about $186,164 at 4% or $124,110 at 6%; with 50% employer match about $124,110 at 4% or $82,740 at 6%; with 100% employer match about $93,082 at 4% or $62,055 at 6%.