Civic Intelligence

Roger Joe, D.D.S.

Plan context: Roger Joe, D.D.S. Money Purchase Pension Plan

EIN 95-4546406 • Sierra Madre, CA • 21 filings • 4 plans

33 E. Sierra Madre Blvd.Sierra Madre, CA 91024
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,159,582

2019 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,159,582$579,791$0199920112019YearValue
$1,159,582Latest year 2019

Participants Over Time

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

530199920092019YearValue
5Latest year 2019

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
201915$1,159,582$30,000$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%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$1,159,582$30,000$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%.
201815$1,006,649$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-5$1,006,649--
201714$968,684$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$968,684$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
201615$855,173$30,000$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%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$855,173$30,000$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%.
201515$846,292$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-5$846,292--
201413$705,985$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-3$705,985--
201315$727,774$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-5$727,774--
201215$673,061$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$673,061$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201115$610,511$5,940$1,188iApproximate average salary by contribution assumption: employee only about $29,700 at 4% or $19,800 at 6%; with 50% employer match about $19,800 at 4% or $13,200 at 6%; with 100% employer match about $14,850 at 4% or $9,900 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$610,511$5,940$1,188iApproximate average salary by contribution assumption: employee only about $29,700 at 4% or $19,800 at 6%; with 50% employer match about $19,800 at 4% or $13,200 at 6%; with 100% employer match about $14,850 at 4% or $9,900 at 6%.
201015$608,518$39,060$7,812iApproximate average salary by contribution assumption: employee only about $195,300 at 4% or $130,200 at 6%; with 50% employer match about $130,200 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$608,518$39,060$7,812iApproximate average salary by contribution assumption: employee only about $195,300 at 4% or $130,200 at 6%; with 50% employer match about $130,200 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%.
200915$525,751$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-5$525,751$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
200814$480,196$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$480,196$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200714$0$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-4---
200613$426,715$40,000$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%.
Roger Joe, D.D.S. Money Purchase Pension Plan-3$426,715$40,000$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%.
200514$347,514$55,712$13,928iApproximate average salary by contribution assumption: employee only about $348,200 at 4% or $232,133 at 6%; with 50% employer match about $232,133 at 4% or $154,756 at 6%; with 100% employer match about $174,100 at 4% or $116,067 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$347,514$55,712$13,928iApproximate average salary by contribution assumption: employee only about $348,200 at 4% or $232,133 at 6%; with 50% employer match about $232,133 at 4% or $154,756 at 6%; with 100% employer match about $174,100 at 4% or $116,067 at 6%.
200414$279,038$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$279,038$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200314$220,255$57,354$14,339iApproximate average salary by contribution assumption: employee only about $358,463 at 4% or $238,975 at 6%; with 50% employer match about $238,975 at 4% or $159,317 at 6%; with 100% employer match about $179,231 at 4% or $119,488 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$220,255$57,354$14,339iApproximate average salary by contribution assumption: employee only about $358,463 at 4% or $238,975 at 6%; with 50% employer match about $238,975 at 4% or $159,317 at 6%; with 100% employer match about $179,231 at 4% or $119,488 at 6%.
200214$182,008$30,153$7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,638 at 6%; with 50% employer match about $125,638 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$182,008$30,153$7,538iApproximate average salary by contribution assumption: employee only about $188,456 at 4% or $125,638 at 6%; with 50% employer match about $125,638 at 4% or $83,758 at 6%; with 100% employer match about $94,228 at 4% or $62,819 at 6%.
200113$0$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-3---
200013$0$0-
Roger Joe, D.D.S. Money Purchase Pension Plan-3---
199914$179,274$41,539$10,385iApproximate average salary by contribution assumption: employee only about $259,619 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,540 at 6%.
Roger Joe, D.D.S. Money Purchase Pension Plan-4$179,274$41,539$10,385iApproximate average salary by contribution assumption: employee only about $259,619 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,540 at 6%.