Civic Intelligence

James Schwellenbach, D.D.S.

Plan context: James Schwellenbach, D.D.S. Profit Sharing Keogh Plan

EIN 94-2706367 • 8 filings • 3 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$240,054

2002 Contributions

$26,080

Historical Graphs

Total Assets Over Time

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

$240,054$120,027$019992000YearValue
$240,054Latest year 2000

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200220$0$0-
James Schwellenbach, D.D.S. Profit Sharing Keogh Plan-0---
James Schwellenbach, D.D.S. Money Purchase Pension Plan-0---
200122$0$0-
James Schwellenbach, D.D.S. Profit Sharing Keogh Plan-2---
James Schwellenbach, D.D.S. Money Purchase Pension Plan-2---
200022$240,054$26,080$13,040iApproximate average salary by contribution assumption: employee only about $326,000 at 4% or $217,333 at 6%; with 50% employer match about $217,333 at 4% or $144,889 at 6%; with 100% employer match about $163,000 at 4% or $108,667 at 6%.
James Schwellenbach, D.D.S. Profit Sharing Keogh Plan-2$163,240$10,114$5,057iApproximate average salary by contribution assumption: employee only about $126,425 at 4% or $84,283 at 6%; with 50% employer match about $84,283 at 4% or $56,189 at 6%; with 100% employer match about $63,213 at 4% or $42,142 at 6%.
James Schwellenbach, D.D.S. Money Purchase Pension Plan-2$76,814$15,966$7,983iApproximate average salary by contribution assumption: employee only about $199,575 at 4% or $133,050 at 6%; with 50% employer match about $133,050 at 4% or $88,700 at 6%; with 100% employer match about $99,788 at 4% or $66,525 at 6%.
199922$220,800$29,424$14,712iApproximate average salary by contribution assumption: employee only about $367,800 at 4% or $245,200 at 6%; with 50% employer match about $245,200 at 4% or $163,467 at 6%; with 100% employer match about $183,900 at 4% or $122,600 at 6%.
James Schwellenbach, D.D.S. Profit Sharing Keogh Plan-2$158,011$11,405$5,703iApproximate average salary by contribution assumption: employee only about $142,563 at 4% or $95,042 at 6%; with 50% employer match about $95,042 at 4% or $63,361 at 6%; with 100% employer match about $71,281 at 4% or $47,521 at 6%.
James Schwellenbach, D.D.S. Money Purchase Pension Plan-2$62,789$18,019$9,010iApproximate average salary by contribution assumption: employee only about $225,238 at 4% or $150,158 at 6%; with 50% employer match about $150,158 at 4% or $100,106 at 6%; with 100% employer match about $112,619 at 4% or $75,079 at 6%.