Civic Intelligence

Philip J. Bales DMD

Plan context: Philip J Bales DMD Profit Sharing Plan and Trust

EIN 93-0932991 • Astoria, OR • 15 filings • 3 plans

1185 AlamedaAstoria, OR 97103
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$701,896

2013 Contributions

$46,056

Historical Graphs

Total Assets Over Time

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

$701,896$350,948$0199920072012YearValue
$701,896Latest year 2012

Participants Over Time

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

840199920062012YearValue
5Latest year 2012

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
201310$0$0-
Philip J Bales DMD Profit Sharing Plan and Trust-0$0--
201215$701,896$46,056$9,211iApproximate average salary by contribution assumption: employee only about $230,280 at 4% or $153,520 at 6%; with 50% employer match about $153,520 at 4% or $102,347 at 6%; with 100% employer match about $115,140 at 4% or $76,760 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-5$701,896$46,056$9,211iApproximate average salary by contribution assumption: employee only about $230,280 at 4% or $153,520 at 6%; with 50% employer match about $153,520 at 4% or $102,347 at 6%; with 100% employer match about $115,140 at 4% or $76,760 at 6%.
201117$612,496$70,356$10,051iApproximate average salary by contribution assumption: employee only about $251,271 at 4% or $167,514 at 6%; with 50% employer match about $167,514 at 4% or $111,676 at 6%; with 100% employer match about $125,636 at 4% or $83,757 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-7$612,496$70,356$10,051iApproximate average salary by contribution assumption: employee only about $251,271 at 4% or $167,514 at 6%; with 50% employer match about $167,514 at 4% or $111,676 at 6%; with 100% employer match about $125,636 at 4% or $83,757 at 6%.
201017$593,604$69,751$9,964iApproximate average salary by contribution assumption: employee only about $249,111 at 4% or $166,074 at 6%; with 50% employer match about $166,074 at 4% or $110,716 at 6%; with 100% employer match about $124,555 at 4% or $83,037 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-7$593,604$69,751$9,964iApproximate average salary by contribution assumption: employee only about $249,111 at 4% or $166,074 at 6%; with 50% employer match about $166,074 at 4% or $110,716 at 6%; with 100% employer match about $124,555 at 4% or $83,037 at 6%.
200916$478,720$62,909$10,485iApproximate average salary by contribution assumption: employee only about $262,121 at 4% or $174,747 at 6%; with 50% employer match about $174,747 at 4% or $116,498 at 6%; with 100% employer match about $131,060 at 4% or $87,374 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$478,720$62,909$10,485iApproximate average salary by contribution assumption: employee only about $262,121 at 4% or $174,747 at 6%; with 50% employer match about $174,747 at 4% or $116,498 at 6%; with 100% employer match about $131,060 at 4% or $87,374 at 6%.
200816$415,350$55,997$9,333iApproximate average salary by contribution assumption: employee only about $233,321 at 4% or $155,547 at 6%; with 50% employer match about $155,547 at 4% or $103,698 at 6%; with 100% employer match about $116,660 at 4% or $77,774 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$415,350$55,997$9,333iApproximate average salary by contribution assumption: employee only about $233,321 at 4% or $155,547 at 6%; with 50% employer match about $155,547 at 4% or $103,698 at 6%; with 100% employer match about $116,660 at 4% or $77,774 at 6%.
200716$643,447$55,858$9,310iApproximate average salary by contribution assumption: employee only about $232,742 at 4% or $155,161 at 6%; with 50% employer match about $155,161 at 4% or $103,441 at 6%; with 100% employer match about $116,371 at 4% or $77,581 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$643,447$55,858$9,310iApproximate average salary by contribution assumption: employee only about $232,742 at 4% or $155,161 at 6%; with 50% employer match about $155,161 at 4% or $103,441 at 6%; with 100% employer match about $116,371 at 4% or $77,581 at 6%.
200616$521,109$54,306$9,051iApproximate average salary by contribution assumption: employee only about $226,275 at 4% or $150,850 at 6%; with 50% employer match about $150,850 at 4% or $100,567 at 6%; with 100% employer match about $113,138 at 4% or $75,425 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$521,109$54,306$9,051iApproximate average salary by contribution assumption: employee only about $226,275 at 4% or $150,850 at 6%; with 50% employer match about $150,850 at 4% or $100,567 at 6%; with 100% employer match about $113,138 at 4% or $75,425 at 6%.
200516$406,231$52,022$8,670iApproximate average salary by contribution assumption: employee only about $216,758 at 4% or $144,506 at 6%; with 50% employer match about $144,506 at 4% or $96,337 at 6%; with 100% employer match about $108,379 at 4% or $72,253 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$406,231$52,022$8,670iApproximate average salary by contribution assumption: employee only about $216,758 at 4% or $144,506 at 6%; with 50% employer match about $144,506 at 4% or $96,337 at 6%; with 100% employer match about $108,379 at 4% or $72,253 at 6%.
200416$323,509$50,873$8,479iApproximate average salary by contribution assumption: employee only about $211,971 at 4% or $141,314 at 6%; with 50% employer match about $141,314 at 4% or $94,209 at 6%; with 100% employer match about $105,985 at 4% or $70,657 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$323,509$50,873$8,479iApproximate average salary by contribution assumption: employee only about $211,971 at 4% or $141,314 at 6%; with 50% employer match about $141,314 at 4% or $94,209 at 6%; with 100% employer match about $105,985 at 4% or $70,657 at 6%.
200316$244,200$48,640$8,107iApproximate average salary by contribution assumption: employee only about $202,667 at 4% or $135,111 at 6%; with 50% employer match about $135,111 at 4% or $90,074 at 6%; with 100% employer match about $101,333 at 4% or $67,556 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-6$244,200$48,640$8,107iApproximate average salary by contribution assumption: employee only about $202,667 at 4% or $135,111 at 6%; with 50% employer match about $135,111 at 4% or $90,074 at 6%; with 100% employer match about $101,333 at 4% or $67,556 at 6%.
200216$0$0-
Philip J Bales DMD Profit Sharing Plan and Trust-6---
200117$0$0-
Philip J Bales DMD Profit Sharing Plan and Trust-7---
200015$0$0-
Philip J Bales DMD Profit Sharing Plan and Trust-5---
199918$72,664$40,409$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,124 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.
Philip J Bales DMD Profit Sharing Plan and Trust-8$72,664$40,409$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,124 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.