Civic Intelligence

Leon Willis Dds

Plan context: Willis and Smith Profit Sharing Retirement Plan

EIN 91-0971671 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

7

2008 Assets

$607,125

2008 Contributions

$53,262

Historical Graphs

Total Assets Over Time

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

$607,125$303,563$0199920042006YearValue
$607,125Latest year 2006

Participants Over Time

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

1050199920032007YearValue
7Latest year 2007

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
200810$0$0-
Willis and Smith Profit Sharing Retirement Plan-0---
200717$0$0-
Willis and Smith Profit Sharing Retirement Plan-7---
200618$607,125$0-
Willis and Smith Profit Sharing Retirement Plan-8$607,125--
2005110$600,711$53,262$5,326iApproximate average salary by contribution assumption: employee only about $133,155 at 4% or $88,770 at 6%; with 50% employer match about $88,770 at 4% or $59,180 at 6%; with 100% employer match about $66,578 at 4% or $44,385 at 6%.
Willis and Smith Profit Sharing Retirement Plan-10$600,711$53,262$5,326iApproximate average salary by contribution assumption: employee only about $133,155 at 4% or $88,770 at 6%; with 50% employer match about $88,770 at 4% or $59,180 at 6%; with 100% employer match about $66,578 at 4% or $44,385 at 6%.
200419$535,075$50,789$5,643iApproximate average salary by contribution assumption: employee only about $141,081 at 4% or $94,054 at 6%; with 50% employer match about $94,054 at 4% or $62,702 at 6%; with 100% employer match about $70,540 at 4% or $47,027 at 6%.
Willis and Smith Profit Sharing Retirement Plan-9$535,075$50,789$5,643iApproximate average salary by contribution assumption: employee only about $141,081 at 4% or $94,054 at 6%; with 50% employer match about $94,054 at 4% or $62,702 at 6%; with 100% employer match about $70,540 at 4% or $47,027 at 6%.
200319$449,307$49,567$5,507iApproximate average salary by contribution assumption: employee only about $137,686 at 4% or $91,791 at 6%; with 50% employer match about $91,791 at 4% or $61,194 at 6%; with 100% employer match about $68,843 at 4% or $45,895 at 6%.
Willis and Smith Profit Sharing Retirement Plan-9$449,307$49,567$5,507iApproximate average salary by contribution assumption: employee only about $137,686 at 4% or $91,791 at 6%; with 50% employer match about $91,791 at 4% or $61,194 at 6%; with 100% employer match about $68,843 at 4% or $45,895 at 6%.
200219$0$0-
Willis and Smith Profit Sharing Retirement Plan-9---
200119$0$0-
Willis and Smith Profit Sharing Retirement Plan-9---
200019$0$0-
Willis and Smith Profit Sharing Retirement Plan-9---
1999110$214,681$65,630$6,563iApproximate average salary by contribution assumption: employee only about $164,075 at 4% or $109,383 at 6%; with 50% employer match about $109,383 at 4% or $72,922 at 6%; with 100% employer match about $82,038 at 4% or $54,692 at 6%.
Willis and Smith Profit Sharing Retirement Plan-10$214,681$65,630$6,563iApproximate average salary by contribution assumption: employee only about $164,075 at 4% or $109,383 at 6%; with 50% employer match about $109,383 at 4% or $72,922 at 6%; with 100% employer match about $82,038 at 4% or $54,692 at 6%.