Civic Intelligence

Gary Shapiro, D.D.S. & Margo Liewen D.D.S. Inc.

Plan context: GARY SHAPIRO DDS AND MARGO LIEWEN DDS INC 401K PROFIT SHARING PLAN

EIN 95-3865232 • 12 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,707,591

2008 Contributions

$368,650

Historical Graphs

Total Assets Over Time

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

$1,833,502$916,751$0199920042008YearValue
$1,707,591Latest year 2008

Participants Over Time

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

420199920042008YearValue
2Latest year 2008

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
200822$1,707,591$368,650$184,325iApproximate average salary by contribution assumption: employee only about $4,608,125 at 4% or $3,072,083 at 6%; with 50% employer match about $3,072,083 at 4% or $2,048,056 at 6%; with 100% employer match about $2,304,063 at 4% or $1,536,042 at 6%.
GARY SHAPIRO DDS AND MARGO LIEWEN DDS INC 401K PROFIT SHARING PLAN-2$1,684,558$44,280$22,140iApproximate average salary by contribution assumption: employee only about $553,500 at 4% or $369,000 at 6%; with 50% employer match about $369,000 at 4% or $246,000 at 6%; with 100% employer match about $276,750 at 4% or $184,500 at 6%.
GARY SHAPIRO DDS AND MARGO LIEWEN DDS INC DEFINED BENEFIT PLAN AND TRUST-0$23,033$324,370-
200712$1,833,502$298,130$149,065iApproximate average salary by contribution assumption: employee only about $3,726,625 at 4% or $2,484,417 at 6%; with 50% employer match about $2,484,417 at 4% or $1,656,278 at 6%; with 100% employer match about $1,863,313 at 4% or $1,242,208 at 6%.
GARY SHAPIRO DDS AND MARGO LIEWEN DDS INC DEFINED BENEFIT PLAN AND TRUST-2$1,833,502$298,130$149,065iApproximate average salary by contribution assumption: employee only about $3,726,625 at 4% or $2,484,417 at 6%; with 50% employer match about $2,484,417 at 4% or $1,656,278 at 6%; with 100% employer match about $1,863,313 at 4% or $1,242,208 at 6%.
200614$1,464,668$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
GARY SHAPIRO DDS & MARGO LIEWEN DDS INC DEFINED BENEFIT PLAN AND TRUST-4$1,464,668$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200524$1,309,150$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
GARY SHAPIRO DDS & MARGO LIEWEN DDS INC DEFINED BENEFIT PLAN AND TRUST-4$1,309,150$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-0---
200414$1,101,011$68,711$17,178iApproximate average salary by contribution assumption: employee only about $429,444 at 4% or $286,296 at 6%; with 50% employer match about $286,296 at 4% or $190,864 at 6%; with 100% employer match about $214,722 at 4% or $143,148 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4$1,101,011$68,711$17,178iApproximate average salary by contribution assumption: employee only about $429,444 at 4% or $286,296 at 6%; with 50% employer match about $286,296 at 4% or $190,864 at 6%; with 100% employer match about $214,722 at 4% or $143,148 at 6%.
200314$1,004,431$62,754$15,689iApproximate average salary by contribution assumption: employee only about $392,213 at 4% or $261,475 at 6%; with 50% employer match about $261,475 at 4% or $174,317 at 6%; with 100% employer match about $196,106 at 4% or $130,738 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4$1,004,431$62,754$15,689iApproximate average salary by contribution assumption: employee only about $392,213 at 4% or $261,475 at 6%; with 50% employer match about $261,475 at 4% or $174,317 at 6%; with 100% employer match about $196,106 at 4% or $130,738 at 6%.
200214$922,061$63,805$15,951iApproximate average salary by contribution assumption: employee only about $398,781 at 4% or $265,854 at 6%; with 50% employer match about $265,854 at 4% or $177,236 at 6%; with 100% employer match about $199,391 at 4% or $132,927 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4$922,061$63,805$15,951iApproximate average salary by contribution assumption: employee only about $398,781 at 4% or $265,854 at 6%; with 50% employer match about $265,854 at 4% or $177,236 at 6%; with 100% employer match about $199,391 at 4% or $132,927 at 6%.
200114$906,503$61,837$15,459iApproximate average salary by contribution assumption: employee only about $386,481 at 4% or $257,654 at 6%; with 50% employer match about $257,654 at 4% or $171,769 at 6%; with 100% employer match about $193,241 at 4% or $128,827 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4$906,503$61,837$15,459iApproximate average salary by contribution assumption: employee only about $386,481 at 4% or $257,654 at 6%; with 50% employer match about $257,654 at 4% or $171,769 at 6%; with 100% employer match about $193,241 at 4% or $128,827 at 6%.
200014$0$0-
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4---
199914$897,303$54,067$13,517iApproximate average salary by contribution assumption: employee only about $337,919 at 4% or $225,279 at 6%; with 50% employer match about $225,279 at 4% or $150,186 at 6%; with 100% employer match about $168,959 at 4% or $112,640 at 6%.
Gary Shapiro, D.D.S. & Margo Liewen, D.D.S. Inc. Target Benefit Pension Plan-4$897,303$54,067$13,517iApproximate average salary by contribution assumption: employee only about $337,919 at 4% or $225,279 at 6%; with 50% employer match about $225,279 at 4% or $150,186 at 6%; with 100% employer match about $168,959 at 4% or $112,640 at 6%.