Civic Intelligence

JOSEPH A. HOLTZ, DDS

Plan context: JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN

EIN 95-3451782 • Escondido, CA • 25 filings • 4 plans

726 E. Grand AvenueEscondido, CA 92025
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$3,096,650

2013 Contributions

$196,655

Historical Graphs

Total Assets Over Time

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

$3,096,650$1,548,325$0200220082013YearValue
$3,096,650Latest 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
7Latest 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
201327$3,096,650$196,655$28,094iApproximate average salary by contribution assumption: employee only about $702,339 at 4% or $468,226 at 6%; with 50% employer match about $468,226 at 4% or $312,151 at 6%; with 100% employer match about $351,170 at 4% or $234,113 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-7$2,188,462$97,354$13,908iApproximate average salary by contribution assumption: employee only about $347,693 at 4% or $231,795 at 6%; with 50% employer match about $231,795 at 4% or $154,530 at 6%; with 100% employer match about $173,846 at 4% or $115,898 at 6%.
Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Pla-7$908,188$99,301$14,186iApproximate average salary by contribution assumption: employee only about $354,646 at 4% or $236,431 at 6%; with 50% employer match about $236,431 at 4% or $157,621 at 6%; with 100% employer match about $177,323 at 4% or $118,215 at 6%.
201227$2,459,608$229,550$32,793iApproximate average salary by contribution assumption: employee only about $819,821 at 4% or $546,548 at 6%; with 50% employer match about $546,548 at 4% or $364,365 at 6%; with 100% employer match about $409,911 at 4% or $273,274 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-7$1,799,748$173,363$24,766iApproximate average salary by contribution assumption: employee only about $619,154 at 4% or $412,769 at 6%; with 50% employer match about $412,769 at 4% or $275,179 at 6%; with 100% employer match about $309,577 at 4% or $206,385 at 6%.
Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Pla-7$659,860$56,187$8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,779 at 6%; with 50% employer match about $133,779 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%.
2011212$2,002,960$160,747$13,396iApproximate average salary by contribution assumption: employee only about $334,890 at 4% or $223,260 at 6%; with 50% employer match about $223,260 at 4% or $148,840 at 6%; with 100% employer match about $167,445 at 4% or $111,630 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-12$1,464,863$105,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Pla-8$538,097$55,747$6,968iApproximate average salary by contribution assumption: employee only about $174,209 at 4% or $116,140 at 6%; with 50% employer match about $116,140 at 4% or $77,426 at 6%; with 100% employer match about $87,105 at 4% or $58,070 at 6%.
2010212$1,971,675$132,647$11,054iApproximate average salary by contribution assumption: employee only about $276,348 at 4% or $184,232 at 6%; with 50% employer match about $184,232 at 4% or $122,821 at 6%; with 100% employer match about $138,174 at 4% or $92,116 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-12$1,447,322$84,147$7,012iApproximate average salary by contribution assumption: employee only about $175,306 at 4% or $116,871 at 6%; with 50% employer match about $116,871 at 4% or $77,914 at 6%; with 100% employer match about $87,653 at 4% or $58,435 at 6%.
Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Pla-8$524,353$48,500$6,063iApproximate average salary by contribution assumption: employee only about $151,563 at 4% or $101,042 at 6%; with 50% employer match about $101,042 at 4% or $67,361 at 6%; with 100% employer match about $75,781 at 4% or $50,521 at 6%.
2009312$1,615,722$531,107$44,259iApproximate average salary by contribution assumption: employee only about $1,106,473 at 4% or $737,649 at 6%; with 50% employer match about $737,649 at 4% or $491,766 at 6%; with 100% employer match about $553,236 at 4% or $368,824 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-12$1,206,403$124,773$10,398iApproximate average salary by contribution assumption: employee only about $259,944 at 4% or $173,296 at 6%; with 50% employer match about $173,296 at 4% or $115,531 at 6%; with 100% employer match about $129,972 at 4% or $86,648 at 6%.
Joseph a. Holtz, D.D.S. 401(K) Profit Sharing Pla-8$409,319$406,334$50,792iApproximate average salary by contribution assumption: employee only about $1,269,794 at 4% or $846,529 at 6%; with 50% employer match about $846,529 at 4% or $564,353 at 6%; with 100% employer match about $634,897 at 4% or $423,265 at 6%.
HOLTZ MONEY PURCHASE PLAN-0$0$0-
200826$173,667$30,287$5,048iApproximate average salary by contribution assumption: employee only about $126,196 at 4% or $84,131 at 6%; with 50% employer match about $84,131 at 4% or $56,087 at 6%; with 100% employer match about $63,098 at 4% or $42,065 at 6%.
HOLTZ MONEY PURCHASE PLAN-6$173,667$30,287$5,048iApproximate average salary by contribution assumption: employee only about $126,196 at 4% or $84,131 at 6%; with 50% employer match about $84,131 at 4% or $56,087 at 6%; with 100% employer match about $63,098 at 4% or $42,065 at 6%.
JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN-6---
200726$0$0-
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6---
HOLTZ MONEY PURCHASE PLAN-6---
200626$955,213$170,883$28,481iApproximate average salary by contribution assumption: employee only about $712,013 at 4% or $474,675 at 6%; with 50% employer match about $474,675 at 4% or $316,450 at 6%; with 100% employer match about $356,006 at 4% or $237,338 at 6%.
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6$787,019$144,084$24,014iApproximate average salary by contribution assumption: employee only about $600,350 at 4% or $400,233 at 6%; with 50% employer match about $400,233 at 4% or $266,822 at 6%; with 100% employer match about $300,175 at 4% or $200,117 at 6%.
HOLTZ MONEY PURCHASE PLAN-5$168,194$26,799$5,360iApproximate average salary by contribution assumption: employee only about $133,995 at 4% or $89,330 at 6%; with 50% employer match about $89,330 at 4% or $59,553 at 6%; with 100% employer match about $66,998 at 4% or $44,665 at 6%.
200526$729,537$160,154$26,692iApproximate average salary by contribution assumption: employee only about $667,308 at 4% or $444,872 at 6%; with 50% employer match about $444,872 at 4% or $296,581 at 6%; with 100% employer match about $333,654 at 4% or $222,436 at 6%.
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6$605,437$134,188$22,365iApproximate average salary by contribution assumption: employee only about $559,117 at 4% or $372,744 at 6%; with 50% employer match about $372,744 at 4% or $248,496 at 6%; with 100% employer match about $279,558 at 4% or $186,372 at 6%.
HOLTZ MONEY PURCHASE PLAN-4$124,100$25,966$6,492iApproximate average salary by contribution assumption: employee only about $162,288 at 4% or $108,192 at 6%; with 50% employer match about $108,192 at 4% or $72,128 at 6%; with 100% employer match about $81,144 at 4% or $54,096 at 6%.
200426$512,579$162,344$27,057iApproximate average salary by contribution assumption: employee only about $676,433 at 4% or $450,956 at 6%; with 50% employer match about $450,956 at 4% or $300,637 at 6%; with 100% employer match about $338,217 at 4% or $225,478 at 6%.
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6$422,073$133,847$22,308iApproximate average salary by contribution assumption: employee only about $557,696 at 4% or $371,797 at 6%; with 50% employer match about $371,797 at 4% or $247,865 at 6%; with 100% employer match about $278,848 at 4% or $185,899 at 6%.
HOLTZ MONEY PURCHASE PLAN-6$90,506$28,497$4,750iApproximate average salary by contribution assumption: employee only about $118,738 at 4% or $79,158 at 6%; with 50% employer match about $79,158 at 4% or $52,772 at 6%; with 100% employer match about $59,369 at 4% or $39,579 at 6%.
200326$327,037$160,393$26,732iApproximate average salary by contribution assumption: employee only about $668,304 at 4% or $445,536 at 6%; with 50% employer match about $445,536 at 4% or $297,024 at 6%; with 100% employer match about $334,152 at 4% or $222,768 at 6%.
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6$267,235$131,117$21,853iApproximate average salary by contribution assumption: employee only about $546,321 at 4% or $364,214 at 6%; with 50% employer match about $364,214 at 4% or $242,809 at 6%; with 100% employer match about $273,160 at 4% or $182,107 at 6%.
HOLTZ MONEY PURCHASE PLAN-6$59,802$29,276$4,879iApproximate average salary by contribution assumption: employee only about $121,983 at 4% or $81,322 at 6%; with 50% employer match about $81,322 at 4% or $54,215 at 6%; with 100% employer match about $60,992 at 4% or $40,661 at 6%.
200226$159,751$159,751$26,625iApproximate average salary by contribution assumption: employee only about $665,629 at 4% or $443,753 at 6%; with 50% employer match about $443,753 at 4% or $295,835 at 6%; with 100% employer match about $332,815 at 4% or $221,876 at 6%.
JOSEPH A. HOLTZ, DDS, RETIREMENT PLAN-6$130,820$130,820$21,803iApproximate average salary by contribution assumption: employee only about $545,083 at 4% or $363,389 at 6%; with 50% employer match about $363,389 at 4% or $242,259 at 6%; with 100% employer match about $272,542 at 4% or $181,694 at 6%.
HOLTZ MONEY PURCHASE PLAN-6$28,931$28,931$4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.