Civic Intelligence

Carol D. Grimm, D.D.S.

Plan context: GRIMM & ANDERSON DEFINED BENEFIT PLAN

EIN 94-3094853 • Oakland, CA • 17 filings • 2 plans

5608 Denton PlaceOakland, CA 94619
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$7,859,379

2014 Contributions

$342,000

Historical Graphs

Total Assets Over Time

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

$7,859,379$3,929,690$0199920062013YearValue
$7,859,379Latest year 2013

Participants Over Time

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

1580199920062013YearValue
6Latest year 2013

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
201410$0$0-
GRIMM & ANDERSON DEFINED BENEFIT PLAN-0$0$0-
201316$7,859,379$0-
GRIMM & ANDERSON DEFINED BENEFIT PLAN-6$7,859,379$0-
2012110$7,445,824$0-
GRIMM & ANDERSON DEFINED BENEFIT PLAN-10$7,445,824$0-
2011110$6,811,115$342,000$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-10$6,811,115$342,000$34,200iApproximate average salary by contribution assumption: employee only about $855,000 at 4% or $570,000 at 6%; with 50% employer match about $570,000 at 4% or $380,000 at 6%; with 100% employer match about $427,500 at 4% or $285,000 at 6%.
2010111$6,637,092$450,000$40,909iApproximate average salary by contribution assumption: employee only about $1,022,727 at 4% or $681,818 at 6%; with 50% employer match about $681,818 at 4% or $454,545 at 6%; with 100% employer match about $511,364 at 4% or $340,909 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-11$6,637,092$450,000$40,909iApproximate average salary by contribution assumption: employee only about $1,022,727 at 4% or $681,818 at 6%; with 50% employer match about $681,818 at 4% or $454,545 at 6%; with 100% employer match about $511,364 at 4% or $340,909 at 6%.
2009113$5,474,196$320,000$24,615iApproximate average salary by contribution assumption: employee only about $615,385 at 4% or $410,256 at 6%; with 50% employer match about $410,256 at 4% or $273,504 at 6%; with 100% employer match about $307,692 at 4% or $205,128 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-13$5,474,196$320,000$24,615iApproximate average salary by contribution assumption: employee only about $615,385 at 4% or $410,256 at 6%; with 50% employer match about $410,256 at 4% or $273,504 at 6%; with 100% employer match about $307,692 at 4% or $205,128 at 6%.
2008113$4,150,289$628,000$48,308iApproximate average salary by contribution assumption: employee only about $1,207,692 at 4% or $805,128 at 6%; with 50% employer match about $805,128 at 4% or $536,752 at 6%; with 100% employer match about $603,846 at 4% or $402,564 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-13$4,150,289$628,000$48,308iApproximate average salary by contribution assumption: employee only about $1,207,692 at 4% or $805,128 at 6%; with 50% employer match about $805,128 at 4% or $536,752 at 6%; with 100% employer match about $603,846 at 4% or $402,564 at 6%.
2007114$0$0-
GRIMM & ANDERSON DEFINED BENEFIT PLAN-14---
2006115$4,093,630$318,406$21,227iApproximate average salary by contribution assumption: employee only about $530,677 at 4% or $353,784 at 6%; with 50% employer match about $353,784 at 4% or $235,856 at 6%; with 100% employer match about $265,338 at 4% or $176,892 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-15$4,093,630$318,406$21,227iApproximate average salary by contribution assumption: employee only about $530,677 at 4% or $353,784 at 6%; with 50% employer match about $353,784 at 4% or $235,856 at 6%; with 100% employer match about $265,338 at 4% or $176,892 at 6%.
2005114$3,366,813$297,559$21,254iApproximate average salary by contribution assumption: employee only about $531,355 at 4% or $354,237 at 6%; with 50% employer match about $354,237 at 4% or $236,158 at 6%; with 100% employer match about $265,678 at 4% or $177,118 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-14$3,366,813$297,559$21,254iApproximate average salary by contribution assumption: employee only about $531,355 at 4% or $354,237 at 6%; with 50% employer match about $354,237 at 4% or $236,158 at 6%; with 100% employer match about $265,678 at 4% or $177,118 at 6%.
2004112$2,932,855$256,251$21,354iApproximate average salary by contribution assumption: employee only about $533,856 at 4% or $355,904 at 6%; with 50% employer match about $355,904 at 4% or $237,269 at 6%; with 100% employer match about $266,928 at 4% or $177,952 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-12$2,932,855$256,251$21,354iApproximate average salary by contribution assumption: employee only about $533,856 at 4% or $355,904 at 6%; with 50% employer match about $355,904 at 4% or $237,269 at 6%; with 100% employer match about $266,928 at 4% or $177,952 at 6%.
2003112$2,432,873$253,863$21,155iApproximate average salary by contribution assumption: employee only about $528,881 at 4% or $352,588 at 6%; with 50% employer match about $352,588 at 4% or $235,058 at 6%; with 100% employer match about $264,441 at 4% or $176,294 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-12$2,432,873$253,863$21,155iApproximate average salary by contribution assumption: employee only about $528,881 at 4% or $352,588 at 6%; with 50% employer match about $352,588 at 4% or $235,058 at 6%; with 100% employer match about $264,441 at 4% or $176,294 at 6%.
2002112$1,697,787$244,054$20,338iApproximate average salary by contribution assumption: employee only about $508,446 at 4% or $338,964 at 6%; with 50% employer match about $338,964 at 4% or $225,976 at 6%; with 100% employer match about $254,223 at 4% or $169,482 at 6%.
GRIMM & ANDERSON DEFINED BENEFIT PLAN-12$1,697,787$244,054$20,338iApproximate average salary by contribution assumption: employee only about $508,446 at 4% or $338,964 at 6%; with 50% employer match about $338,964 at 4% or $225,976 at 6%; with 100% employer match about $254,223 at 4% or $169,482 at 6%.
2001212$0$0-
Carol D. Grimm, D.D.S. Profit Sharing Plan-0---
GRIMM & ANDERSON DEFINED BENEFIT PLAN-12---
200016$874,634$35,901$5,984iApproximate average salary by contribution assumption: employee only about $149,588 at 4% or $99,725 at 6%; with 50% employer match about $99,725 at 4% or $66,483 at 6%; with 100% employer match about $74,794 at 4% or $49,863 at 6%.
Carol D. Grimm, D.D.S. Profit Sharing Plan-6$874,634$35,901$5,984iApproximate average salary by contribution assumption: employee only about $149,588 at 4% or $99,725 at 6%; with 50% employer match about $99,725 at 4% or $66,483 at 6%; with 100% employer match about $74,794 at 4% or $49,863 at 6%.
199916$921,482$31,932$5,322iApproximate average salary by contribution assumption: employee only about $133,050 at 4% or $88,700 at 6%; with 50% employer match about $88,700 at 4% or $59,133 at 6%; with 100% employer match about $66,525 at 4% or $44,350 at 6%.
Carol D. Grimm, D.D.S. Profit Sharing Plan-6$921,482$31,932$5,322iApproximate average salary by contribution assumption: employee only about $133,050 at 4% or $88,700 at 6%; with 50% employer match about $88,700 at 4% or $59,133 at 6%; with 100% employer match about $66,525 at 4% or $44,350 at 6%.