Crossoak Family Dentistry PC
Plan context: Crossoak Family Dentistry PC Cash Balance Plan
EIN 03-0480269 • Plainwell, MI • 11 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$3,159,355
2023 Contributions
$150,143
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $150,143 | - |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 0 | $0 | $47,400 | - |
| Crossoak Family Dentistry PC Cash Balance Plan | - | 0 | $0 | $102,743 | - |
| 2022 | 2 | 8 | $3,159,355 | $346,275 | $43,284iApproximate average salary by contribution assumption: employee only about $1,082,109 at 4% or $721,406 at 6%; with 50% employer match about $721,406 at 4% or $480,938 at 6%; with 100% employer match about $541,055 at 4% or $360,703 at 6%. |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 8 | $2,460,688 | $82,275 | $10,284iApproximate average salary by contribution assumption: employee only about $257,109 at 4% or $171,406 at 6%; with 50% employer match about $171,406 at 4% or $114,271 at 6%; with 100% employer match about $128,555 at 4% or $85,703 at 6%. |
| Crossoak Family Dentistry PC Cash Balance Plan | - | 8 | $698,667 | $264,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| 2021 | 2 | 8 | $3,361,328 | $237,234 | $29,654iApproximate average salary by contribution assumption: employee only about $741,356 at 4% or $494,238 at 6%; with 50% employer match about $494,238 at 4% or $329,492 at 6%; with 100% employer match about $370,678 at 4% or $247,119 at 6%. |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 8 | $2,841,798 | $94,554 | $11,819iApproximate average salary by contribution assumption: employee only about $295,481 at 4% or $196,988 at 6%; with 50% employer match about $196,988 at 4% or $131,325 at 6%; with 100% employer match about $147,741 at 4% or $98,494 at 6%. |
| Crossoak Family Dentistry PC Cash Balance Plan | - | 8 | $519,530 | $142,680 | $17,835iApproximate average salary by contribution assumption: employee only about $445,875 at 4% or $297,250 at 6%; with 50% employer match about $297,250 at 4% or $198,167 at 6%; with 100% employer match about $222,938 at 4% or $148,625 at 6%. |
| 2020 | 2 | 8 | $2,761,375 | $186,895 | $23,362iApproximate average salary by contribution assumption: employee only about $584,047 at 4% or $389,365 at 6%; with 50% employer match about $389,365 at 4% or $259,576 at 6%; with 100% employer match about $292,023 at 4% or $194,682 at 6%. |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 8 | $2,416,520 | $52,207 | $6,526iApproximate average salary by contribution assumption: employee only about $163,147 at 4% or $108,765 at 6%; with 50% employer match about $108,765 at 4% or $72,510 at 6%; with 100% employer match about $81,573 at 4% or $54,382 at 6%. |
| Crossoak Family Dentistry PC Cash Balance Plan | - | 8 | $344,855 | $134,688 | $16,836iApproximate average salary by contribution assumption: employee only about $420,900 at 4% or $280,600 at 6%; with 50% employer match about $280,600 at 4% or $187,067 at 6%; with 100% employer match about $210,450 at 4% or $140,300 at 6%. |
| 2019 | 2 | 8 | $2,236,039 | $228,014 | $28,502iApproximate average salary by contribution assumption: employee only about $712,544 at 4% or $475,029 at 6%; with 50% employer match about $475,029 at 4% or $316,686 at 6%; with 100% employer match about $356,272 at 4% or $237,515 at 6%. |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 8 | $2,057,220 | $56,827 | $7,103iApproximate average salary by contribution assumption: employee only about $177,584 at 4% or $118,390 at 6%; with 50% employer match about $118,390 at 4% or $78,926 at 6%; with 100% employer match about $88,792 at 4% or $59,195 at 6%. |
| Crossoak Family Dentistry PC Cash Balance Plan | - | 8 | $178,819 | $171,187 | $21,398iApproximate average salary by contribution assumption: employee only about $534,959 at 4% or $356,640 at 6%; with 50% employer match about $356,640 at 4% or $237,760 at 6%; with 100% employer match about $267,480 at 4% or $178,320 at 6%. |
| 2018 | 1 | 8 | $1,635,775 | $1,752,615 | $219,077iApproximate average salary by contribution assumption: employee only about $5,476,922 at 4% or $3,651,281 at 6%; with 50% employer match about $3,651,281 at 4% or $2,434,188 at 6%; with 100% employer match about $2,738,461 at 4% or $1,825,641 at 6%. |
| CROSSOAK FAMILY DENTISTRY, PC 401K PLAN | - | 8 | $1,635,775 | $1,752,615 | $219,077iApproximate average salary by contribution assumption: employee only about $5,476,922 at 4% or $3,651,281 at 6%; with 50% employer match about $3,651,281 at 4% or $2,434,188 at 6%; with 100% employer match about $2,738,461 at 4% or $1,825,641 at 6%. |