Civic Intelligence

Leda M Whitmer Dds Inc

Plan context: Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust

EIN 95-4350816 • Valencia, CA • 12 filings • 4 plans

25775 N. Mcbean Pkwy., Suite 207Valencia, CA 91355
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$709,726

2013 Contributions

$6,000

Historical Graphs

Total Assets Over Time

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

$709,726$354,863$0200220082012YearValue
$709,726Latest year 2012

Participants Over Time

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

320200220072012YearValue
1Latest year 2012

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
201310$0$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-0---
201211$709,726$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-1$709,726--
201111$674,489$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-1$674,489--
201011$699,756$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-1$699,756--
200911$630,685$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-1$630,685$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200811$610,277$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-1$610,277--
200712$0$0-
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-2---
200612$685,245$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-2$685,245$13,500$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
200512$633,588$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-2$633,588$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200412$516,615$30,000$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%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-2$516,615$30,000$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%.
200313$412,899$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-3$412,899$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
200213$265,660$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
Leda M Whitmer Dds Inc Defined Benefit Pension Plan Trust-3$265,660$110,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.