Civic Intelligence

Bradley D. Shepard, D.D.S. Inc.

Plan context: Bradley D. Shepard, Dds Inc. Defined Benefit Pension Plan

EIN 94-2977718 • San Francisco, CA • 15 filings • 4 plans

22 Battery Street, Suite 910San Francisco, CA 94111
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$459,881

2013 Contributions

$210,171

Historical Graphs

Total Assets Over Time

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

$1,232,149$616,075$0199920052012YearValue
$459,881Latest year 2012

Participants Over Time

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

1050199920052012YearValue
8Latest 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-
Bradley D. Shepard, Dds Inc. Defined Benefit Pension Plan-0$0$0-
201218$459,881$210,171$26,271iApproximate average salary by contribution assumption: employee only about $656,784 at 4% or $437,856 at 6%; with 50% employer match about $437,856 at 4% or $291,904 at 6%; with 100% employer match about $328,392 at 4% or $218,928 at 6%.
Bradley D. Shepard, Dds Inc. Defined Benefit Pension Plan-8$459,881$210,171$26,271iApproximate average salary by contribution assumption: employee only about $656,784 at 4% or $437,856 at 6%; with 50% employer match about $437,856 at 4% or $291,904 at 6%; with 100% employer match about $328,392 at 4% or $218,928 at 6%.
201118$227,599$229,360$28,670iApproximate average salary by contribution assumption: employee only about $716,750 at 4% or $477,833 at 6%; with 50% employer match about $477,833 at 4% or $318,556 at 6%; with 100% employer match about $358,375 at 4% or $238,917 at 6%.
Bradley D. Shepard, Dds Inc. Defined Benefit Pension Plan-8$227,599$229,360$28,670iApproximate average salary by contribution assumption: employee only about $716,750 at 4% or $477,833 at 6%; with 50% employer match about $477,833 at 4% or $318,556 at 6%; with 100% employer match about $358,375 at 4% or $238,917 at 6%.
201010$0$0-
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-0---
2009110$1,232,149$184,552$18,455iApproximate average salary by contribution assumption: employee only about $461,380 at 4% or $307,587 at 6%; with 50% employer match about $307,587 at 4% or $205,058 at 6%; with 100% employer match about $230,690 at 4% or $153,793 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-10$1,232,149$184,552$18,455iApproximate average salary by contribution assumption: employee only about $461,380 at 4% or $307,587 at 6%; with 50% employer match about $307,587 at 4% or $205,058 at 6%; with 100% employer match about $230,690 at 4% or $153,793 at 6%.
200818$958,564$162,530$20,316iApproximate average salary by contribution assumption: employee only about $507,906 at 4% or $338,604 at 6%; with 50% employer match about $338,604 at 4% or $225,736 at 6%; with 100% employer match about $253,953 at 4% or $169,302 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-8$958,564$162,530$20,316iApproximate average salary by contribution assumption: employee only about $507,906 at 4% or $338,604 at 6%; with 50% employer match about $338,604 at 4% or $225,736 at 6%; with 100% employer match about $253,953 at 4% or $169,302 at 6%.
200718$1,082,325$177,970$22,246iApproximate average salary by contribution assumption: employee only about $556,156 at 4% or $370,771 at 6%; with 50% employer match about $370,771 at 4% or $247,181 at 6%; with 100% employer match about $278,078 at 4% or $185,385 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-8$1,082,325$177,970$22,246iApproximate average salary by contribution assumption: employee only about $556,156 at 4% or $370,771 at 6%; with 50% employer match about $370,771 at 4% or $247,181 at 6%; with 100% employer match about $278,078 at 4% or $185,385 at 6%.
2006110$845,374$167,745$16,775iApproximate average salary by contribution assumption: employee only about $419,363 at 4% or $279,575 at 6%; with 50% employer match about $279,575 at 4% or $186,383 at 6%; with 100% employer match about $209,681 at 4% or $139,788 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-10$845,374$167,745$16,775iApproximate average salary by contribution assumption: employee only about $419,363 at 4% or $279,575 at 6%; with 50% employer match about $279,575 at 4% or $186,383 at 6%; with 100% employer match about $209,681 at 4% or $139,788 at 6%.
200518$566,368$107,200$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-8$566,368$107,200$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
200418$420,070$95,658$11,957iApproximate average salary by contribution assumption: employee only about $298,931 at 4% or $199,288 at 6%; with 50% employer match about $199,288 at 4% or $132,858 at 6%; with 100% employer match about $149,466 at 4% or $99,644 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-8$420,070$95,658$11,957iApproximate average salary by contribution assumption: employee only about $298,931 at 4% or $199,288 at 6%; with 50% employer match about $199,288 at 4% or $132,858 at 6%; with 100% employer match about $149,466 at 4% or $99,644 at 6%.
200317$302,406$72,310$10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-7$302,406$72,310$10,330iApproximate average salary by contribution assumption: employee only about $258,250 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,083 at 6%.
200216$163,149$0-
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-6$163,149--
200115$167,255$0-
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-5$167,255--
200015$201,163$40,116$8,023iApproximate average salary by contribution assumption: employee only about $200,580 at 4% or $133,720 at 6%; with 50% employer match about $133,720 at 4% or $89,147 at 6%; with 100% employer match about $100,290 at 4% or $66,860 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-5$201,163$40,116$8,023iApproximate average salary by contribution assumption: employee only about $200,580 at 4% or $133,720 at 6%; with 50% employer match about $133,720 at 4% or $89,147 at 6%; with 100% employer match about $100,290 at 4% or $66,860 at 6%.
199915$197,965$41,329$8,266iApproximate average salary by contribution assumption: employee only about $206,645 at 4% or $137,763 at 6%; with 50% employer match about $137,763 at 4% or $91,842 at 6%; with 100% employer match about $103,322 at 4% or $68,882 at 6%.
Bradley D. Shepard D.D.S Inc. Profit Sharing Plan-5$197,965$41,329$8,266iApproximate average salary by contribution assumption: employee only about $206,645 at 4% or $137,763 at 6%; with 50% employer match about $137,763 at 4% or $91,842 at 6%; with 100% employer match about $103,322 at 4% or $68,882 at 6%.