Civic Intelligence

Lee W Schaller, DMD, a Professional Corp

Plan context: LEE W SCHALLER DMD A PROFESSIONAL CORPORATION MONEY PURCHASE

EIN 94-2710231 • Sonoma, CA • 30 filings • 11 plans

378 Perkins StreetSonoma, CA 95476
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$1,450,254

2013 Contributions

$79,390

Historical Graphs

Total Assets Over Time

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

$1,539,604$769,802$0199920052012YearValue
$1,450,254Latest year 2012

Participants Over Time

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

530199920062012YearValue
4Latest 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
201320$0$0-
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-0$0$0-
LEE W SCHALLER DMD A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN-0$0--
201224$1,450,254$79,390$19,848iApproximate average salary by contribution assumption: employee only about $496,188 at 4% or $330,792 at 6%; with 50% employer match about $330,792 at 4% or $220,528 at 6%; with 100% employer match about $248,094 at 4% or $165,396 at 6%.
LEE W SCHALLER DMD A PROFESSIONAL CORPORATION MONEY PURCHASE-4$1,075,710$79,390$19,848iApproximate average salary by contribution assumption: employee only about $496,188 at 4% or $330,792 at 6%; with 50% employer match about $330,792 at 4% or $220,528 at 6%; with 100% employer match about $248,094 at 4% or $165,396 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$374,544--
201124$1,463,776$8,676$2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%.
LEE W SCHALLER, DMD, A PROF. CORP PENSION PLAN-4$1,075,505$8,676$2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-4$388,271--
201024$1,539,604$34,063$8,516iApproximate average salary by contribution assumption: employee only about $212,894 at 4% or $141,929 at 6%; with 50% employer match about $141,929 at 4% or $94,619 at 6%; with 100% employer match about $106,447 at 4% or $70,965 at 6%.
LEE W SCHALLER, DMD, A PROF. CORP PENSION PLAN-3$1,139,314$34,063$11,354iApproximate average salary by contribution assumption: employee only about $283,858 at 4% or $189,239 at 6%; with 50% employer match about $189,239 at 4% or $126,159 at 6%; with 100% employer match about $141,929 at 4% or $94,619 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-4$400,290--
200924$1,509,129$38,151$9,538iApproximate average salary by contribution assumption: employee only about $238,444 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,975 at 6%; with 100% employer match about $119,222 at 4% or $79,481 at 6%.
LEE W SCHALLER DMD A PROF CORP PENSION PLAN-4$1,108,880$38,151$9,538iApproximate average salary by contribution assumption: employee only about $238,444 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,975 at 6%; with 100% employer match about $119,222 at 4% or $79,481 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-4$400,249--
200823$0$0-
LEE W SCHALLER,DMD,A PROFESSIONAL C-3---
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3---
200723$0$0-
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3---
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-3---
200623$1,327,754$68,156$22,719iApproximate average salary by contribution assumption: employee only about $567,967 at 4% or $378,644 at 6%; with 50% employer match about $378,644 at 4% or $252,430 at 6%; with 100% employer match about $283,983 at 4% or $189,322 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-3$974,317$38,203$12,734iApproximate average salary by contribution assumption: employee only about $318,358 at 4% or $212,239 at 6%; with 50% employer match about $212,239 at 4% or $141,493 at 6%; with 100% employer match about $159,179 at 4% or $106,119 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$353,437$29,953$9,984iApproximate average salary by contribution assumption: employee only about $249,608 at 4% or $166,406 at 6%; with 50% employer match about $166,406 at 4% or $110,937 at 6%; with 100% employer match about $124,804 at 4% or $83,203 at 6%.
200523$1,213,021$59,898$19,966iApproximate average salary by contribution assumption: employee only about $499,150 at 4% or $332,767 at 6%; with 50% employer match about $332,767 at 4% or $221,844 at 6%; with 100% employer match about $249,575 at 4% or $166,383 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-3$898,053$31,690$10,563iApproximate average salary by contribution assumption: employee only about $264,083 at 4% or $176,056 at 6%; with 50% employer match about $176,056 at 4% or $117,370 at 6%; with 100% employer match about $132,042 at 4% or $88,028 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$314,968$28,208$9,403iApproximate average salary by contribution assumption: employee only about $235,067 at 4% or $156,711 at 6%; with 50% employer match about $156,711 at 4% or $104,474 at 6%; with 100% employer match about $117,533 at 4% or $78,356 at 6%.
200423$1,120,208$51,192$17,064iApproximate average salary by contribution assumption: employee only about $426,600 at 4% or $284,400 at 6%; with 50% employer match about $284,400 at 4% or $189,600 at 6%; with 100% employer match about $213,300 at 4% or $142,200 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-3$844,709$27,073$9,024iApproximate average salary by contribution assumption: employee only about $225,608 at 4% or $150,406 at 6%; with 50% employer match about $150,406 at 4% or $100,270 at 6%; with 100% employer match about $112,804 at 4% or $75,203 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$275,499$24,119$8,040iApproximate average salary by contribution assumption: employee only about $200,992 at 4% or $133,994 at 6%; with 50% employer match about $133,994 at 4% or $89,330 at 6%; with 100% employer match about $100,496 at 4% or $66,997 at 6%.
200324$1,064,178$62,946$15,737iApproximate average salary by contribution assumption: employee only about $393,413 at 4% or $262,275 at 6%; with 50% employer match about $262,275 at 4% or $174,850 at 6%; with 100% employer match about $196,706 at 4% or $131,138 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-4$808,772$33,675$8,419iApproximate average salary by contribution assumption: employee only about $210,469 at 4% or $140,313 at 6%; with 50% employer match about $140,313 at 4% or $93,542 at 6%; with 100% employer match about $105,234 at 4% or $70,156 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-4$255,406$29,271$7,318iApproximate average salary by contribution assumption: employee only about $182,944 at 4% or $121,963 at 6%; with 50% employer match about $121,963 at 4% or $81,308 at 6%; with 100% employer match about $91,472 at 4% or $60,981 at 6%.
200223$991,486$51,146$17,049iApproximate average salary by contribution assumption: employee only about $426,217 at 4% or $284,144 at 6%; with 50% employer match about $284,144 at 4% or $189,430 at 6%; with 100% employer match about $213,108 at 4% or $142,072 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-3$766,710$26,797$8,932iApproximate average salary by contribution assumption: employee only about $223,308 at 4% or $148,872 at 6%; with 50% employer match about $148,872 at 4% or $99,248 at 6%; with 100% employer match about $111,654 at 4% or $74,436 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$224,776$24,349$8,116iApproximate average salary by contribution assumption: employee only about $202,908 at 4% or $135,272 at 6%; with 50% employer match about $135,272 at 4% or $90,181 at 6%; with 100% employer match about $101,454 at 4% or $67,636 at 6%.
200125$0$0-
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-5---
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-5---
200024$859,261$45,872$11,468iApproximate average salary by contribution assumption: employee only about $286,700 at 4% or $191,133 at 6%; with 50% employer match about $191,133 at 4% or $127,422 at 6%; with 100% employer match about $143,350 at 4% or $95,567 at 6%.
LEE W SCHALLER, DMD, A PROFESSIONAL CORP PENSION PLAN-4$676,921$27,945$6,986iApproximate average salary by contribution assumption: employee only about $174,656 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-4$182,340$17,927$4,482iApproximate average salary by contribution assumption: employee only about $112,044 at 4% or $74,696 at 6%; with 50% employer match about $74,696 at 4% or $49,797 at 6%; with 100% employer match about $56,022 at 4% or $37,348 at 6%.
199923$766,632$43,215$14,405iApproximate average salary by contribution assumption: employee only about $360,125 at 4% or $240,083 at 6%; with 50% employer match about $240,083 at 4% or $160,056 at 6%; with 100% employer match about $180,063 at 4% or $120,042 at 6%.
Lee W Schaller, DMD, a Professional Corp Pension Plan-3$609,997$24,457$8,152iApproximate average salary by contribution assumption: employee only about $203,808 at 4% or $135,872 at 6%; with 50% employer match about $135,872 at 4% or $90,581 at 6%; with 100% employer match about $101,904 at 4% or $67,936 at 6%.
Lee W Schaller, DMD, a Professional Corp Profit Sharing Plan-3$156,635$18,758$6,253iApproximate average salary by contribution assumption: employee only about $156,317 at 4% or $104,211 at 6%; with 50% employer match about $104,211 at 4% or $69,474 at 6%; with 100% employer match about $78,158 at 4% or $52,106 at 6%.