Civic Intelligence

James G. Petersen, D.M.D. PC.

Plan context: James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan

EIN 93-0795621 • 32 filings • 5 plans

Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,128,139

2020 Contributions

$75,742

Historical Graphs

Total Assets Over Time

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

$4,128,139$2,064,070$0199920102019YearValue
$4,128,139Latest year 2019

Participants Over Time

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

740199920092019YearValue
2Latest year 2019

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
202010$0$0-
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-0---
201912$4,128,139$75,742$37,871iApproximate average salary by contribution assumption: employee only about $946,775 at 4% or $631,183 at 6%; with 50% employer match about $631,183 at 4% or $420,789 at 6%; with 100% employer match about $473,388 at 4% or $315,592 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-2$4,128,139$75,742$37,871iApproximate average salary by contribution assumption: employee only about $946,775 at 4% or $631,183 at 6%; with 50% employer match about $631,183 at 4% or $420,789 at 6%; with 100% employer match about $473,388 at 4% or $315,592 at 6%.
201816$3,409,001$145,967$24,328iApproximate average salary by contribution assumption: employee only about $608,196 at 4% or $405,464 at 6%; with 50% employer match about $405,464 at 4% or $270,309 at 6%; with 100% employer match about $304,098 at 4% or $202,732 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-6$3,409,001$145,967$24,328iApproximate average salary by contribution assumption: employee only about $608,196 at 4% or $405,464 at 6%; with 50% employer match about $405,464 at 4% or $270,309 at 6%; with 100% employer match about $304,098 at 4% or $202,732 at 6%.
201715$3,498,981$122,803$24,561iApproximate average salary by contribution assumption: employee only about $614,015 at 4% or $409,343 at 6%; with 50% employer match about $409,343 at 4% or $272,896 at 6%; with 100% employer match about $307,008 at 4% or $204,672 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-5$3,498,981$122,803$24,561iApproximate average salary by contribution assumption: employee only about $614,015 at 4% or $409,343 at 6%; with 50% employer match about $409,343 at 4% or $272,896 at 6%; with 100% employer match about $307,008 at 4% or $204,672 at 6%.
201615$3,709,292$117,272$23,454iApproximate average salary by contribution assumption: employee only about $586,360 at 4% or $390,907 at 6%; with 50% employer match about $390,907 at 4% or $260,604 at 6%; with 100% employer match about $293,180 at 4% or $195,453 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-5$3,709,292$117,272$23,454iApproximate average salary by contribution assumption: employee only about $586,360 at 4% or $390,907 at 6%; with 50% employer match about $390,907 at 4% or $260,604 at 6%; with 100% employer match about $293,180 at 4% or $195,453 at 6%.
201517$3,322,170$120,796$17,257iApproximate average salary by contribution assumption: employee only about $431,414 at 4% or $287,610 at 6%; with 50% employer match about $287,610 at 4% or $191,740 at 6%; with 100% employer match about $215,707 at 4% or $143,805 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-7$3,322,170$120,796$17,257iApproximate average salary by contribution assumption: employee only about $431,414 at 4% or $287,610 at 6%; with 50% employer match about $287,610 at 4% or $191,740 at 6%; with 100% employer match about $215,707 at 4% or $143,805 at 6%.
201426$3,179,934$2,949,201$491,534iApproximate average salary by contribution assumption: employee only about $12,288,338 at 4% or $8,192,225 at 6%; with 50% employer match about $8,192,225 at 4% or $5,461,483 at 6%; with 100% employer match about $6,144,169 at 4% or $4,096,113 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-6$3,179,934$2,744,201$457,367iApproximate average salary by contribution assumption: employee only about $11,434,171 at 4% or $7,622,781 at 6%; with 50% employer match about $7,622,781 at 4% or $5,081,854 at 6%; with 100% employer match about $5,717,085 at 4% or $3,811,390 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-0-$205,000-
201326$2,870,581$85,297$14,216iApproximate average salary by contribution assumption: employee only about $355,404 at 4% or $236,936 at 6%; with 50% employer match about $236,936 at 4% or $157,957 at 6%; with 100% employer match about $177,702 at 4% or $118,468 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-6$2,624,021$54,556$9,093iApproximate average salary by contribution assumption: employee only about $227,317 at 4% or $151,544 at 6%; with 50% employer match about $151,544 at 4% or $101,030 at 6%; with 100% employer match about $113,658 at 4% or $75,772 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-6$246,560$30,741$5,124iApproximate average salary by contribution assumption: employee only about $128,088 at 4% or $85,392 at 6%; with 50% employer match about $85,392 at 4% or $56,928 at 6%; with 100% employer match about $64,044 at 4% or $42,696 at 6%.
201226$2,704,554$24,666$4,111iApproximate average salary by contribution assumption: employee only about $102,775 at 4% or $68,517 at 6%; with 50% employer match about $68,517 at 4% or $45,678 at 6%; with 100% employer match about $51,388 at 4% or $34,258 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-6$2,495,226--
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-6$209,328$24,666$4,111iApproximate average salary by contribution assumption: employee only about $102,775 at 4% or $68,517 at 6%; with 50% employer match about $68,517 at 4% or $45,678 at 6%; with 100% employer match about $51,388 at 4% or $34,258 at 6%.
201127$2,594,513$134,746$19,249iApproximate average salary by contribution assumption: employee only about $481,236 at 4% or $320,824 at 6%; with 50% employer match about $320,824 at 4% or $213,883 at 6%; with 100% employer match about $240,618 at 4% or $160,412 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7$2,417,368$126,318$18,045iApproximate average salary by contribution assumption: employee only about $451,136 at 4% or $300,757 at 6%; with 50% employer match about $300,757 at 4% or $200,505 at 6%; with 100% employer match about $225,568 at 4% or $150,379 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-7$177,145$8,428$1,204iApproximate average salary by contribution assumption: employee only about $30,100 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,033 at 6%.
201026$2,529,714$28,400$4,733iApproximate average salary by contribution assumption: employee only about $118,333 at 4% or $78,889 at 6%; with 50% employer match about $78,889 at 4% or $52,593 at 6%; with 100% employer match about $59,167 at 4% or $39,444 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-6$2,356,199$9,600$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-6$173,515$18,800$3,133iApproximate average salary by contribution assumption: employee only about $78,333 at 4% or $52,222 at 6%; with 50% employer match about $52,222 at 4% or $34,815 at 6%; with 100% employer match about $39,167 at 4% or $26,111 at 6%.
200927$2,281,289$130,072$18,582iApproximate average salary by contribution assumption: employee only about $464,543 at 4% or $309,695 at 6%; with 50% employer match about $309,695 at 4% or $206,463 at 6%; with 100% employer match about $232,271 at 4% or $154,848 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7$2,140,183$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-7$141,106$20,072$2,867iApproximate average salary by contribution assumption: employee only about $71,686 at 4% or $47,790 at 6%; with 50% employer match about $47,790 at 4% or $31,860 at 6%; with 100% employer match about $35,843 at 4% or $23,895 at 6%.
200827$107,768$57,915$8,274iApproximate average salary by contribution assumption: employee only about $206,839 at 4% or $137,893 at 6%; with 50% employer match about $137,893 at 4% or $91,929 at 6%; with 100% employer match about $103,420 at 4% or $68,946 at 6%.
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-7$107,768$57,915$8,274iApproximate average salary by contribution assumption: employee only about $206,839 at 4% or $137,893 at 6%; with 50% employer match about $137,893 at 4% or $91,929 at 6%; with 100% employer match about $103,420 at 4% or $68,946 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7---
200727$0$0-
James G. Petersen, D.M.D. PC. Pension Plan-7---
James G. Petersen, D.M.D. PC. 401(K) Profit Sharing Plan-7---
200617$1,584,613$116,282$16,612iApproximate average salary by contribution assumption: employee only about $415,293 at 4% or $276,862 at 6%; with 50% employer match about $276,862 at 4% or $184,575 at 6%; with 100% employer match about $207,646 at 4% or $138,431 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7$1,584,613$116,282$16,612iApproximate average salary by contribution assumption: employee only about $415,293 at 4% or $276,862 at 6%; with 50% employer match about $276,862 at 4% or $184,575 at 6%; with 100% employer match about $207,646 at 4% or $138,431 at 6%.
200517$1,344,811$108,134$15,448iApproximate average salary by contribution assumption: employee only about $386,193 at 4% or $257,462 at 6%; with 50% employer match about $257,462 at 4% or $171,641 at 6%; with 100% employer match about $193,096 at 4% or $128,731 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7$1,344,811$108,134$15,448iApproximate average salary by contribution assumption: employee only about $386,193 at 4% or $257,462 at 6%; with 50% employer match about $257,462 at 4% or $171,641 at 6%; with 100% employer match about $193,096 at 4% or $128,731 at 6%.
200427$1,154,470$986,723$140,960iApproximate average salary by contribution assumption: employee only about $3,524,011 at 4% or $2,349,340 at 6%; with 50% employer match about $2,349,340 at 4% or $1,566,227 at 6%; with 100% employer match about $1,762,005 at 4% or $1,174,670 at 6%.
James G. Petersen, D.M.D. PC. Pension Plan-7$1,154,470$986,723$140,960iApproximate average salary by contribution assumption: employee only about $3,524,011 at 4% or $2,349,340 at 6%; with 50% employer match about $2,349,340 at 4% or $1,566,227 at 6%; with 100% employer match about $1,762,005 at 4% or $1,174,670 at 6%.
James G. Petersen Target Benefit Plan-0---
200326$986,954$109,381$18,230iApproximate average salary by contribution assumption: employee only about $455,754 at 4% or $303,836 at 6%; with 50% employer match about $303,836 at 4% or $202,557 at 6%; with 100% employer match about $227,877 at 4% or $151,918 at 6%.
James G. Petersen Target Benefit Plan-6$877,573--
James G. Petersen, D.M.D. PC. Pension Plan-6$109,381$109,381$18,230iApproximate average salary by contribution assumption: employee only about $455,754 at 4% or $303,836 at 6%; with 50% employer match about $303,836 at 4% or $202,557 at 6%; with 100% employer match about $227,877 at 4% or $151,918 at 6%.
200216$766,606$84,569$14,095iApproximate average salary by contribution assumption: employee only about $352,371 at 4% or $234,914 at 6%; with 50% employer match about $234,914 at 4% or $156,609 at 6%; with 100% employer match about $176,185 at 4% or $117,457 at 6%.
James G. Petersen Target Benefit Plan-6$766,606$84,569$14,095iApproximate average salary by contribution assumption: employee only about $352,371 at 4% or $234,914 at 6%; with 50% employer match about $234,914 at 4% or $156,609 at 6%; with 100% employer match about $176,185 at 4% or $117,457 at 6%.
200116$772,018$85,174$14,196iApproximate average salary by contribution assumption: employee only about $354,892 at 4% or $236,594 at 6%; with 50% employer match about $236,594 at 4% or $157,730 at 6%; with 100% employer match about $177,446 at 4% or $118,297 at 6%.
James G. Petersen Target Benefit Plan-6$772,018$85,174$14,196iApproximate average salary by contribution assumption: employee only about $354,892 at 4% or $236,594 at 6%; with 50% employer match about $236,594 at 4% or $157,730 at 6%; with 100% employer match about $177,446 at 4% or $118,297 at 6%.
200016$700,210$74,006$12,334iApproximate average salary by contribution assumption: employee only about $308,358 at 4% or $205,572 at 6%; with 50% employer match about $205,572 at 4% or $137,048 at 6%; with 100% employer match about $154,179 at 4% or $102,786 at 6%.
James G. Petersen Target Benefit Plan-6$700,210$74,006$12,334iApproximate average salary by contribution assumption: employee only about $308,358 at 4% or $205,572 at 6%; with 50% employer match about $205,572 at 4% or $137,048 at 6%; with 100% employer match about $154,179 at 4% or $102,786 at 6%.
199916$674,877$71,000$11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%.
James G. Petersen Target Benefit Plan-6$674,877$71,000$11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%.