Civic Intelligence

Philip B. Vickery, D.D.S. PC.

Plan context: Vickery & Jones Dental Partnership Retirement Plan & Trust

EIN 94-3422918 • 18 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

11

2013 Assets

$1,590,876

2013 Contributions

$77,526

Historical Graphs

Total Assets Over Time

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

$1,590,876$795,438$0200220082013YearValue
$1,590,876Latest year 2013

Participants Over Time

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

1260200220082013YearValue
11Latest 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
2013111$1,590,876$77,526$7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,464 at 6%; with 50% employer match about $117,464 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-11$1,590,876$77,526$7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,464 at 6%; with 50% employer match about $117,464 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%.
2012112$1,369,942$76,541$6,378iApproximate average salary by contribution assumption: employee only about $159,460 at 4% or $106,307 at 6%; with 50% employer match about $106,307 at 4% or $70,871 at 6%; with 100% employer match about $79,730 at 4% or $53,153 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-12$1,369,942$76,541$6,378iApproximate average salary by contribution assumption: employee only about $159,460 at 4% or $106,307 at 6%; with 50% employer match about $106,307 at 4% or $70,871 at 6%; with 100% employer match about $79,730 at 4% or $53,153 at 6%.
2011112$1,184,993$21,974$1,831iApproximate average salary by contribution assumption: employee only about $45,779 at 4% or $30,519 at 6%; with 50% employer match about $30,519 at 4% or $20,346 at 6%; with 100% employer match about $22,890 at 4% or $15,260 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-12$1,184,993$21,974$1,831iApproximate average salary by contribution assumption: employee only about $45,779 at 4% or $30,519 at 6%; with 50% employer match about $30,519 at 4% or $20,346 at 6%; with 100% employer match about $22,890 at 4% or $15,260 at 6%.
201019$1,383,751$146,357$16,262iApproximate average salary by contribution assumption: employee only about $406,547 at 4% or $271,031 at 6%; with 50% employer match about $271,031 at 4% or $180,688 at 6%; with 100% employer match about $203,274 at 4% or $135,516 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-9$1,383,751$146,357$16,262iApproximate average salary by contribution assumption: employee only about $406,547 at 4% or $271,031 at 6%; with 50% employer match about $271,031 at 4% or $180,688 at 6%; with 100% employer match about $203,274 at 4% or $135,516 at 6%.
2009110$1,142,378$106,729$10,673iApproximate average salary by contribution assumption: employee only about $266,823 at 4% or $177,882 at 6%; with 50% employer match about $177,882 at 4% or $118,588 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-10$1,142,378$106,729$10,673iApproximate average salary by contribution assumption: employee only about $266,823 at 4% or $177,882 at 6%; with 50% employer match about $177,882 at 4% or $118,588 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
2008110$929,594$116,376$11,638iApproximate average salary by contribution assumption: employee only about $290,940 at 4% or $193,960 at 6%; with 50% employer match about $193,960 at 4% or $129,307 at 6%; with 100% employer match about $145,470 at 4% or $96,980 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-10$929,594$116,376$11,638iApproximate average salary by contribution assumption: employee only about $290,940 at 4% or $193,960 at 6%; with 50% employer match about $193,960 at 4% or $129,307 at 6%; with 100% employer match about $145,470 at 4% or $96,980 at 6%.
2007211$0$0-
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-0---
Vickery & Jones Dental Partnership Retirement Plan & Trust-11---
2006211$1,217,712$117,806$10,710iApproximate average salary by contribution assumption: employee only about $267,741 at 4% or $178,494 at 6%; with 50% employer match about $178,494 at 4% or $118,996 at 6%; with 100% employer match about $133,870 at 4% or $89,247 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-11$936,746$117,806$10,710iApproximate average salary by contribution assumption: employee only about $267,741 at 4% or $178,494 at 6%; with 50% employer match about $178,494 at 4% or $118,996 at 6%; with 100% employer match about $133,870 at 4% or $89,247 at 6%.
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-11$280,966--
2005211$991,691$146,851$13,350iApproximate average salary by contribution assumption: employee only about $333,752 at 4% or $222,502 at 6%; with 50% employer match about $222,502 at 4% or $148,334 at 6%; with 100% employer match about $166,876 at 4% or $111,251 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-11$749,248$104,523$9,502iApproximate average salary by contribution assumption: employee only about $237,552 at 4% or $158,368 at 6%; with 50% employer match about $158,368 at 4% or $105,579 at 6%; with 100% employer match about $118,776 at 4% or $79,184 at 6%.
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-11$242,443$42,328$3,848iApproximate average salary by contribution assumption: employee only about $96,200 at 4% or $64,133 at 6%; with 50% employer match about $64,133 at 4% or $42,756 at 6%; with 100% employer match about $48,100 at 4% or $32,067 at 6%.
2004210$784,247$112,335$11,234iApproximate average salary by contribution assumption: employee only about $280,838 at 4% or $187,225 at 6%; with 50% employer match about $187,225 at 4% or $124,817 at 6%; with 100% employer match about $140,419 at 4% or $93,613 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-10$596,364$74,979$7,498iApproximate average salary by contribution assumption: employee only about $187,448 at 4% or $124,965 at 6%; with 50% employer match about $124,965 at 4% or $83,310 at 6%; with 100% employer match about $93,724 at 4% or $62,483 at 6%.
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-10$187,883$37,356$3,736iApproximate average salary by contribution assumption: employee only about $93,390 at 4% or $62,260 at 6%; with 50% employer match about $62,260 at 4% or $41,507 at 6%; with 100% employer match about $46,695 at 4% or $31,130 at 6%.
200328$574,696$121,285$15,161iApproximate average salary by contribution assumption: employee only about $379,016 at 4% or $252,677 at 6%; with 50% employer match about $252,677 at 4% or $168,451 at 6%; with 100% employer match about $189,508 at 4% or $126,339 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-8$442,300$83,970$10,496iApproximate average salary by contribution assumption: employee only about $262,406 at 4% or $174,938 at 6%; with 50% employer match about $174,938 at 4% or $116,625 at 6%; with 100% employer match about $131,203 at 4% or $87,469 at 6%.
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-8$132,396$37,315$4,664iApproximate average salary by contribution assumption: employee only about $116,609 at 4% or $77,740 at 6%; with 50% employer match about $77,740 at 4% or $51,826 at 6%; with 100% employer match about $58,305 at 4% or $38,870 at 6%.
200226$342,828$104,885$17,481iApproximate average salary by contribution assumption: employee only about $437,021 at 4% or $291,347 at 6%; with 50% employer match about $291,347 at 4% or $194,231 at 6%; with 100% employer match about $218,510 at 4% or $145,674 at 6%.
Vickery & Jones Dental Partnership Retirement Plan & Trust-6$269,353$64,811$10,802iApproximate average salary by contribution assumption: employee only about $270,046 at 4% or $180,031 at 6%; with 50% employer match about $180,031 at 4% or $120,020 at 6%; with 100% employer match about $135,023 at 4% or $90,015 at 6%.
Vickery & Jones Dental Partnership Defined Benefit Pension Plan & Trust-6$73,475$40,074$6,679iApproximate average salary by contribution assumption: employee only about $166,975 at 4% or $111,317 at 6%; with 50% employer match about $111,317 at 4% or $74,211 at 6%; with 100% employer match about $83,488 at 4% or $55,658 at 6%.