Civic Intelligence

Gary T. Schmidt, D.D.S. Inc.

Plan context: GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN

EIN 95-3687827 • Tustin, CA • 38 filings • 5 plans

511 East First Street, Suite CTustin, CA 92780
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$3,576,508

2018 Contributions

$130,000

Historical Graphs

Total Assets Over Time

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

$4,258,916$2,129,458$0199920122017YearValue
$3,576,508Latest year 2017

Participants Over Time

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

1160199920082017YearValue
2Latest year 2017

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
201810$0$0-
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-0$0$0-
201712$3,576,508$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-2$3,576,508$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
201618$4,258,916$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-8$4,258,916$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
201519$3,910,667$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-9$3,910,667$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
201419$3,783,169$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-9$3,783,169$120,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
2013110$3,589,002$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-10$3,589,002$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2012111$3,189,893$130,000$11,818iApproximate average salary by contribution assumption: employee only about $295,455 at 4% or $196,970 at 6%; with 50% employer match about $196,970 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,485 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-11$3,189,893$130,000$11,818iApproximate average salary by contribution assumption: employee only about $295,455 at 4% or $196,970 at 6%; with 50% employer match about $196,970 at 4% or $131,313 at 6%; with 100% employer match about $147,727 at 4% or $98,485 at 6%.
201128$2,737,717$613,421$76,678iApproximate average salary by contribution assumption: employee only about $1,916,941 at 4% or $1,277,960 at 6%; with 50% employer match about $1,277,960 at 4% or $851,974 at 6%; with 100% employer match about $958,470 at 4% or $638,980 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-8$2,737,717$613,421$76,678iApproximate average salary by contribution assumption: employee only about $1,916,941 at 4% or $1,277,960 at 6%; with 50% employer match about $1,277,960 at 4% or $851,974 at 6%; with 100% employer match about $958,470 at 4% or $638,980 at 6%.
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-0$0$0-
201028$2,149,265$146,427$18,303iApproximate average salary by contribution assumption: employee only about $457,584 at 4% or $305,056 at 6%; with 50% employer match about $305,056 at 4% or $203,371 at 6%; with 100% employer match about $228,792 at 4% or $152,528 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-7$1,685,844$146,427$20,918iApproximate average salary by contribution assumption: employee only about $522,954 at 4% or $348,636 at 6%; with 50% employer match about $348,636 at 4% or $232,424 at 6%; with 100% employer match about $261,477 at 4% or $174,318 at 6%.
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8$463,421$0-
200938$2,002,838$135,162$16,895iApproximate average salary by contribution assumption: employee only about $422,381 at 4% or $281,588 at 6%; with 50% employer match about $281,588 at 4% or $187,725 at 6%; with 100% employer match about $211,191 at 4% or $140,794 at 6%.
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PLAN-5$1,539,417$128,133$25,627iApproximate average salary by contribution assumption: employee only about $640,665 at 4% or $427,110 at 6%; with 50% employer match about $427,110 at 4% or $284,740 at 6%; with 100% employer match about $320,333 at 4% or $213,555 at 6%.
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8$463,421$7,029$879iApproximate average salary by contribution assumption: employee only about $21,966 at 4% or $14,644 at 6%; with 50% employer match about $14,644 at 4% or $9,763 at 6%; with 100% employer match about $10,983 at 4% or $7,322 at 6%.
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-0$0$0-
200838$0$0-
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5---
200738$0$0-
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5---
200638$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5---
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
200538$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5---
200438$626,412$129,109$16,139iApproximate average salary by contribution assumption: employee only about $403,466 at 4% or $268,977 at 6%; with 50% employer match about $268,977 at 4% or $179,318 at 6%; with 100% employer match about $201,733 at 4% or $134,489 at 6%.
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8$497,303--
GARY T. SCHMIDT, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-5$129,109$129,109$25,822iApproximate average salary by contribution assumption: employee only about $645,545 at 4% or $430,363 at 6%; with 50% employer match about $430,363 at 4% or $286,909 at 6%; with 100% employer match about $322,773 at 4% or $215,182 at 6%.
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
200329$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-9---
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-9---
200229$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-9---
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-9---
200128$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-8---
200018$0$0-
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-8---
199927$1,429,323$37,975$5,425iApproximate average salary by contribution assumption: employee only about $135,625 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,208 at 6%.
Gary T. Schmidt, D.D.S. Inc. Target Benefit Pension Plan-7$871,811$37,975$5,425iApproximate average salary by contribution assumption: employee only about $135,625 at 4% or $90,417 at 6%; with 50% employer match about $90,417 at 4% or $60,278 at 6%; with 100% employer match about $67,813 at 4% or $45,208 at 6%.
Gary T. Schmidt, D.D.S. Inc. Defined Benefit Plan-7$557,512--