Civic Intelligence

J Lee Culbertson

Plan context: J Lee Culbertson DDS Pension Plan & Trust

EIN 92-0098987 • 12 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$795,614

2004 Contributions

$175

Historical Graphs

Total Assets Over Time

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

$955,386$477,693$0199920012003YearValue
$795,614Latest year 2003

Participants Over Time

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

320199920012003YearValue
2Latest year 2003

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
200420$0$175-
J Lee Culbertson DDS Pension Plan & Trust-0-$175-
J Lee Culbertson DDS Profit Sharing Plan-0---
200322$795,614$575$288iApproximate average salary by contribution assumption: employee only about $7,188 at 4% or $4,792 at 6%; with 50% employer match about $4,792 at 4% or $3,194 at 6%; with 100% employer match about $3,594 at 4% or $2,396 at 6%.
J Lee Culbertson DDS Pension Plan & Trust-2$501,237$385$193iApproximate average salary by contribution assumption: employee only about $4,813 at 4% or $3,208 at 6%; with 50% employer match about $3,208 at 4% or $2,139 at 6%; with 100% employer match about $2,406 at 4% or $1,604 at 6%.
J Lee Culbertson DDS Profit Sharing Plan-2$294,377$190$95iApproximate average salary by contribution assumption: employee only about $2,375 at 4% or $1,583 at 6%; with 50% employer match about $1,583 at 4% or $1,056 at 6%; with 100% employer match about $1,188 at 4% or $792 at 6%.
200222$705,377$41,560$20,780iApproximate average salary by contribution assumption: employee only about $519,500 at 4% or $346,333 at 6%; with 50% employer match about $346,333 at 4% or $230,889 at 6%; with 100% employer match about $259,750 at 4% or $173,167 at 6%.
J Lee Culbertson DDS Pension Plan & Trust-2$444,388$12,797$6,399iApproximate average salary by contribution assumption: employee only about $159,963 at 4% or $106,642 at 6%; with 50% employer match about $106,642 at 4% or $71,094 at 6%; with 100% employer match about $79,981 at 4% or $53,321 at 6%.
J Lee Culbertson DDS Profit Sharing Plan-2$260,989$28,763$14,382iApproximate average salary by contribution assumption: employee only about $359,538 at 4% or $239,692 at 6%; with 50% employer match about $239,692 at 4% or $159,794 at 6%; with 100% employer match about $179,769 at 4% or $119,846 at 6%.
200123$437,282$17,225$5,742iApproximate average salary by contribution assumption: employee only about $143,542 at 4% or $95,694 at 6%; with 50% employer match about $95,694 at 4% or $63,796 at 6%; with 100% employer match about $71,771 at 4% or $47,847 at 6%.
J Lee Culbertson DDS Pension Plan & Trust-3$437,282$17,225$5,742iApproximate average salary by contribution assumption: employee only about $143,542 at 4% or $95,694 at 6%; with 50% employer match about $95,694 at 4% or $63,796 at 6%; with 100% employer match about $71,771 at 4% or $47,847 at 6%.
J Lee Culbertson DDS Profit Sharing Plan-3---
200023$809,468$28,904$9,635iApproximate average salary by contribution assumption: employee only about $240,867 at 4% or $160,578 at 6%; with 50% employer match about $160,578 at 4% or $107,052 at 6%; with 100% employer match about $120,433 at 4% or $80,289 at 6%.
J Lee Culbertson DDS Pension Plan & Trust-3$507,210$13,262$4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,258 at 4% or $36,839 at 6%.
J Lee Culbertson DDS Profit Sharing Plan-3$302,258$15,642$5,214iApproximate average salary by contribution assumption: employee only about $130,350 at 4% or $86,900 at 6%; with 50% employer match about $86,900 at 4% or $57,933 at 6%; with 100% employer match about $65,175 at 4% or $43,450 at 6%.
199922$955,386$32,241$16,121iApproximate average salary by contribution assumption: employee only about $403,013 at 4% or $268,675 at 6%; with 50% employer match about $268,675 at 4% or $179,117 at 6%; with 100% employer match about $201,506 at 4% or $134,338 at 6%.
J Lee Culbertson DDS Pension Plan & Trust-2$598,701$13,238$6,619iApproximate average salary by contribution assumption: employee only about $165,475 at 4% or $110,317 at 6%; with 50% employer match about $110,317 at 4% or $73,544 at 6%; with 100% employer match about $82,738 at 4% or $55,158 at 6%.
J Lee Culbertson DDS Profit Sharing Plan-2$356,685$19,003$9,502iApproximate average salary by contribution assumption: employee only about $237,538 at 4% or $158,358 at 6%; with 50% employer match about $158,358 at 4% or $105,572 at 6%; with 100% employer match about $118,769 at 4% or $79,179 at 6%.