Civic Intelligence

Barney LIM, D.D.S

Plan context: Barney LIM, D.D.S Profit Sharing Keogh Plan

EIN 95-3997522 • Portola Valley, CA • 16 filings • 7 plans

11 Berenda WayPortola Valley, CA 94028
Current Snapshot

Latest Year

2012

2012 Participants

8

2012 Assets

$1,258,268

2012 Contributions

$246,316

Historical Graphs

Total Assets Over Time

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

$1,258,268$629,134$0199920052011YearValue
$1,258,268Latest year 2011

Participants Over Time

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

840199920052011YearValue
8Latest year 2011

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
201220$0$0-
Barney LIM, D.D.S Profit Sharing Keogh Plan-0$0$0-
BARNEY LIM, D.D.S. CASH BALANCE PLAN-0$0$0-
201128$1,258,268$246,316$30,790iApproximate average salary by contribution assumption: employee only about $769,738 at 4% or $513,158 at 6%; with 50% employer match about $513,158 at 4% or $342,106 at 6%; with 100% employer match about $384,869 at 4% or $256,579 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-8$1,073,222$61,270$7,659iApproximate average salary by contribution assumption: employee only about $191,469 at 4% or $127,646 at 6%; with 50% employer match about $127,646 at 4% or $85,097 at 6%; with 100% employer match about $95,734 at 4% or $63,823 at 6%.
BARNEY LIM, D.D.S. CASH BALANCE PLAN-3$185,046$185,046$61,682iApproximate average salary by contribution assumption: employee only about $1,542,050 at 4% or $1,028,033 at 6%; with 50% employer match about $1,028,033 at 4% or $685,356 at 6%; with 100% employer match about $771,025 at 4% or $514,017 at 6%.
201017$1,216,674$96,453$13,779iApproximate average salary by contribution assumption: employee only about $344,475 at 4% or $229,650 at 6%; with 50% employer match about $229,650 at 4% or $153,100 at 6%; with 100% employer match about $172,238 at 4% or $114,825 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-7$1,216,674$96,453$13,779iApproximate average salary by contribution assumption: employee only about $344,475 at 4% or $229,650 at 6%; with 50% employer match about $229,650 at 4% or $153,100 at 6%; with 100% employer match about $172,238 at 4% or $114,825 at 6%.
200916$1,026,020$101,968$16,995iApproximate average salary by contribution assumption: employee only about $424,867 at 4% or $283,244 at 6%; with 50% employer match about $283,244 at 4% or $188,830 at 6%; with 100% employer match about $212,433 at 4% or $141,622 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-6$1,026,020$101,968$16,995iApproximate average salary by contribution assumption: employee only about $424,867 at 4% or $283,244 at 6%; with 50% employer match about $283,244 at 4% or $188,830 at 6%; with 100% employer match about $212,433 at 4% or $141,622 at 6%.
200815$757,705$91,218$18,244iApproximate average salary by contribution assumption: employee only about $456,090 at 4% or $304,060 at 6%; with 50% employer match about $304,060 at 4% or $202,707 at 6%; with 100% employer match about $228,045 at 4% or $152,030 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-5$757,705$91,218$18,244iApproximate average salary by contribution assumption: employee only about $456,090 at 4% or $304,060 at 6%; with 50% employer match about $304,060 at 4% or $202,707 at 6%; with 100% employer match about $228,045 at 4% or $152,030 at 6%.
200715$865,588$94,703$18,941iApproximate average salary by contribution assumption: employee only about $473,515 at 4% or $315,677 at 6%; with 50% employer match about $315,677 at 4% or $210,451 at 6%; with 100% employer match about $236,757 at 4% or $157,838 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-5$865,588$94,703$18,941iApproximate average salary by contribution assumption: employee only about $473,515 at 4% or $315,677 at 6%; with 50% employer match about $315,677 at 4% or $210,451 at 6%; with 100% employer match about $236,757 at 4% or $157,838 at 6%.
200615$766,861$92,992$18,598iApproximate average salary by contribution assumption: employee only about $464,960 at 4% or $309,973 at 6%; with 50% employer match about $309,973 at 4% or $206,649 at 6%; with 100% employer match about $232,480 at 4% or $154,987 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-5$766,861$92,992$18,598iApproximate average salary by contribution assumption: employee only about $464,960 at 4% or $309,973 at 6%; with 50% employer match about $309,973 at 4% or $206,649 at 6%; with 100% employer match about $232,480 at 4% or $154,987 at 6%.
200516$608,765$86,168$14,361iApproximate average salary by contribution assumption: employee only about $359,033 at 4% or $239,356 at 6%; with 50% employer match about $239,356 at 4% or $159,570 at 6%; with 100% employer match about $179,517 at 4% or $119,678 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-6$608,765$86,168$14,361iApproximate average salary by contribution assumption: employee only about $359,033 at 4% or $239,356 at 6%; with 50% employer match about $239,356 at 4% or $159,570 at 6%; with 100% employer match about $179,517 at 4% or $119,678 at 6%.
200414$541,725$66,999$16,750iApproximate average salary by contribution assumption: employee only about $418,744 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,108 at 6%; with 100% employer match about $209,372 at 4% or $139,581 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-4$541,725$66,999$16,750iApproximate average salary by contribution assumption: employee only about $418,744 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,108 at 6%; with 100% employer match about $209,372 at 4% or $139,581 at 6%.
200313$434,644$65,743$21,914iApproximate average salary by contribution assumption: employee only about $547,858 at 4% or $365,239 at 6%; with 50% employer match about $365,239 at 4% or $243,493 at 6%; with 100% employer match about $273,929 at 4% or $182,619 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-3$434,644$65,743$21,914iApproximate average salary by contribution assumption: employee only about $547,858 at 4% or $365,239 at 6%; with 50% employer match about $365,239 at 4% or $243,493 at 6%; with 100% employer match about $273,929 at 4% or $182,619 at 6%.
200215$293,497$63,626$12,725iApproximate average salary by contribution assumption: employee only about $318,130 at 4% or $212,087 at 6%; with 50% employer match about $212,087 at 4% or $141,391 at 6%; with 100% employer match about $159,065 at 4% or $106,043 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-5$293,497$63,626$12,725iApproximate average salary by contribution assumption: employee only about $318,130 at 4% or $212,087 at 6%; with 50% employer match about $212,087 at 4% or $141,391 at 6%; with 100% employer match about $159,065 at 4% or $106,043 at 6%.
200114$274,293$50,040$12,510iApproximate average salary by contribution assumption: employee only about $312,750 at 4% or $208,500 at 6%; with 50% employer match about $208,500 at 4% or $139,000 at 6%; with 100% employer match about $156,375 at 4% or $104,250 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-4$274,293$50,040$12,510iApproximate average salary by contribution assumption: employee only about $312,750 at 4% or $208,500 at 6%; with 50% employer match about $208,500 at 4% or $139,000 at 6%; with 100% employer match about $156,375 at 4% or $104,250 at 6%.
200014$234,707$36,094$9,024iApproximate average salary by contribution assumption: employee only about $225,588 at 4% or $150,392 at 6%; with 50% employer match about $150,392 at 4% or $100,261 at 6%; with 100% employer match about $112,794 at 4% or $75,196 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-4$234,707$36,094$9,024iApproximate average salary by contribution assumption: employee only about $225,588 at 4% or $150,392 at 6%; with 50% employer match about $150,392 at 4% or $100,261 at 6%; with 100% employer match about $112,794 at 4% or $75,196 at 6%.
199914$214,499$39,465$9,866iApproximate average salary by contribution assumption: employee only about $246,656 at 4% or $164,438 at 6%; with 50% employer match about $164,438 at 4% or $109,625 at 6%; with 100% employer match about $123,328 at 4% or $82,219 at 6%.
Barney LIM, D.D.S Profit Sharing Keogh Plan-4$214,499$39,465$9,866iApproximate average salary by contribution assumption: employee only about $246,656 at 4% or $164,438 at 6%; with 50% employer match about $164,438 at 4% or $109,625 at 6%; with 100% employer match about $123,328 at 4% or $82,219 at 6%.