James R Wise, Dds, Ms
Plan context: James R Wise, Dds, Ms 401(K) P/S Plan
EIN 95-3706635 • Calimesa, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$287,955
2018 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 7 | $287,955 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 7 | $287,955 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| 2017 | 1 | 8 | $249,305 | $57,942 | $7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 8 | $249,305 | $57,942 | $7,243iApproximate average salary by contribution assumption: employee only about $181,069 at 4% or $120,713 at 6%; with 50% employer match about $120,713 at 4% or $80,475 at 6%; with 100% employer match about $90,534 at 4% or $60,356 at 6%. |
| 2016 | 1 | 8 | $214,223 | $58,203 | $7,275iApproximate average salary by contribution assumption: employee only about $181,884 at 4% or $121,256 at 6%; with 50% employer match about $121,256 at 4% or $80,838 at 6%; with 100% employer match about $90,942 at 4% or $60,628 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 8 | $214,223 | $58,203 | $7,275iApproximate average salary by contribution assumption: employee only about $181,884 at 4% or $121,256 at 6%; with 50% employer match about $121,256 at 4% or $80,838 at 6%; with 100% employer match about $90,942 at 4% or $60,628 at 6%. |
| 2015 | 1 | 8 | $207,126 | $53,201 | $6,650iApproximate average salary by contribution assumption: employee only about $166,253 at 4% or $110,835 at 6%; with 50% employer match about $110,835 at 4% or $73,890 at 6%; with 100% employer match about $83,127 at 4% or $55,418 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 8 | $207,126 | $53,201 | $6,650iApproximate average salary by contribution assumption: employee only about $166,253 at 4% or $110,835 at 6%; with 50% employer match about $110,835 at 4% or $73,890 at 6%; with 100% employer match about $83,127 at 4% or $55,418 at 6%. |
| 2014 | 1 | 7 | $159,250 | $36,463 | $5,209iApproximate average salary by contribution assumption: employee only about $130,225 at 4% or $86,817 at 6%; with 50% employer match about $86,817 at 4% or $57,878 at 6%; with 100% employer match about $65,113 at 4% or $43,408 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 7 | $159,250 | $36,463 | $5,209iApproximate average salary by contribution assumption: employee only about $130,225 at 4% or $86,817 at 6%; with 50% employer match about $86,817 at 4% or $57,878 at 6%; with 100% employer match about $65,113 at 4% or $43,408 at 6%. |
| 2013 | 1 | 7 | $124,871 | $37,817 | $5,402iApproximate average salary by contribution assumption: employee only about $135,061 at 4% or $90,040 at 6%; with 50% employer match about $90,040 at 4% or $60,027 at 6%; with 100% employer match about $67,530 at 4% or $45,020 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 7 | $124,871 | $37,817 | $5,402iApproximate average salary by contribution assumption: employee only about $135,061 at 4% or $90,040 at 6%; with 50% employer match about $90,040 at 4% or $60,027 at 6%; with 100% employer match about $67,530 at 4% or $45,020 at 6%. |
| 2012 | 1 | 7 | $265,190 | $37,831 | $5,404iApproximate average salary by contribution assumption: employee only about $135,111 at 4% or $90,074 at 6%; with 50% employer match about $90,074 at 4% or $60,049 at 6%; with 100% employer match about $67,555 at 4% or $45,037 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 7 | $265,190 | $37,831 | $5,404iApproximate average salary by contribution assumption: employee only about $135,111 at 4% or $90,074 at 6%; with 50% employer match about $90,074 at 4% or $60,049 at 6%; with 100% employer match about $67,555 at 4% or $45,037 at 6%. |
| 2011 | 1 | 7 | $231,178 | $37,739 | $5,391iApproximate average salary by contribution assumption: employee only about $134,782 at 4% or $89,855 at 6%; with 50% employer match about $89,855 at 4% or $59,903 at 6%; with 100% employer match about $67,391 at 4% or $44,927 at 6%. |
| James R Wise, Dds, Ms 401(K) P/S Plan | - | 7 | $231,178 | $37,739 | $5,391iApproximate average salary by contribution assumption: employee only about $134,782 at 4% or $89,855 at 6%; with 50% employer match about $89,855 at 4% or $59,903 at 6%; with 100% employer match about $67,391 at 4% or $44,927 at 6%. |