Civic Intelligence

Mark Halvorsen, D.M.D. PC.

Plan context: Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan

EIN 04-3475600 • S. Easton, MA • 25 filings • 5 plans

25 Belmont StreetS. Easton, MA 02375
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,293,679

2024 Contributions

$432,728

Historical Graphs

Total Assets Over Time

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

$5,293,679$2,646,840$0200320142024YearValue
$5,293,679Latest year 2024

Participants Over Time

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

1260200320142024YearValue
12Latest year 2024

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
2024212$5,293,679$432,728$36,061iApproximate average salary by contribution assumption: employee only about $901,517 at 4% or $601,011 at 6%; with 50% employer match about $601,011 at 4% or $400,674 at 6%; with 100% employer match about $450,758 at 4% or $300,506 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-12$4,582,991$132,728$11,061iApproximate average salary by contribution assumption: employee only about $276,517 at 4% or $184,344 at 6%; with 50% employer match about $184,344 at 4% or $122,896 at 6%; with 100% employer match about $138,258 at 4% or $92,172 at 6%.
MARK HALVORSEN, D.M.D., P.C. CASH BALANCE PLAN-11$710,688$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
2023212$4,233,174$303,203$25,267iApproximate average salary by contribution assumption: employee only about $631,673 at 4% or $421,115 at 6%; with 50% employer match about $421,115 at 4% or $280,744 at 6%; with 100% employer match about $315,836 at 4% or $210,558 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-12$3,866,139$128,203$10,684iApproximate average salary by contribution assumption: employee only about $267,090 at 4% or $178,060 at 6%; with 50% employer match about $178,060 at 4% or $118,706 at 6%; with 100% employer match about $133,545 at 4% or $89,030 at 6%.
MARK HALVORSEN, D.M.D., P.C. CASH BALANCE PLAN-12$367,035$175,000$14,583iApproximate average salary by contribution assumption: employee only about $364,583 at 4% or $243,056 at 6%; with 50% employer match about $243,056 at 4% or $162,037 at 6%; with 100% employer match about $182,292 at 4% or $121,528 at 6%.
2022210$3,274,310$271,335$27,134iApproximate average salary by contribution assumption: employee only about $678,338 at 4% or $452,225 at 6%; with 50% employer match about $452,225 at 4% or $301,483 at 6%; with 100% employer match about $339,169 at 4% or $226,113 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-10$3,107,627$104,652$10,465iApproximate average salary by contribution assumption: employee only about $261,630 at 4% or $174,420 at 6%; with 50% employer match about $174,420 at 4% or $116,280 at 6%; with 100% employer match about $130,815 at 4% or $87,210 at 6%.
MARK HALVORSEN, D.M.D., P.C. CASH BALANCE PLAN-10$166,683$166,683$16,668iApproximate average salary by contribution assumption: employee only about $416,708 at 4% or $277,805 at 6%; with 50% employer match about $277,805 at 4% or $185,203 at 6%; with 100% employer match about $208,354 at 4% or $138,903 at 6%.
2021110$3,653,315$138,253$13,825iApproximate average salary by contribution assumption: employee only about $345,633 at 4% or $230,422 at 6%; with 50% employer match about $230,422 at 4% or $153,614 at 6%; with 100% employer match about $172,816 at 4% or $115,211 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-10$3,653,315$138,253$13,825iApproximate average salary by contribution assumption: employee only about $345,633 at 4% or $230,422 at 6%; with 50% employer match about $230,422 at 4% or $153,614 at 6%; with 100% employer match about $172,816 at 4% or $115,211 at 6%.
2020110$2,978,480$137,083$13,708iApproximate average salary by contribution assumption: employee only about $342,708 at 4% or $228,472 at 6%; with 50% employer match about $228,472 at 4% or $152,314 at 6%; with 100% employer match about $171,354 at 4% or $114,236 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-10$2,978,480$137,083$13,708iApproximate average salary by contribution assumption: employee only about $342,708 at 4% or $228,472 at 6%; with 50% employer match about $228,472 at 4% or $152,314 at 6%; with 100% employer match about $171,354 at 4% or $114,236 at 6%.
201919$2,452,460$116,265$12,918iApproximate average salary by contribution assumption: employee only about $322,958 at 4% or $215,306 at 6%; with 50% employer match about $215,306 at 4% or $143,537 at 6%; with 100% employer match about $161,479 at 4% or $107,653 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-9$2,452,460$116,265$12,918iApproximate average salary by contribution assumption: employee only about $322,958 at 4% or $215,306 at 6%; with 50% employer match about $215,306 at 4% or $143,537 at 6%; with 100% employer match about $161,479 at 4% or $107,653 at 6%.
201818$1,877,730$116,246$14,531iApproximate average salary by contribution assumption: employee only about $363,269 at 4% or $242,179 at 6%; with 50% employer match about $242,179 at 4% or $161,453 at 6%; with 100% employer match about $181,634 at 4% or $121,090 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-8$1,877,730$116,246$14,531iApproximate average salary by contribution assumption: employee only about $363,269 at 4% or $242,179 at 6%; with 50% employer match about $242,179 at 4% or $161,453 at 6%; with 100% employer match about $181,634 at 4% or $121,090 at 6%.
201718$1,921,171$123,018$15,377iApproximate average salary by contribution assumption: employee only about $384,431 at 4% or $256,288 at 6%; with 50% employer match about $256,288 at 4% or $170,858 at 6%; with 100% employer match about $192,216 at 4% or $128,144 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-8$1,921,171$123,018$15,377iApproximate average salary by contribution assumption: employee only about $384,431 at 4% or $256,288 at 6%; with 50% employer match about $256,288 at 4% or $170,858 at 6%; with 100% employer match about $192,216 at 4% or $128,144 at 6%.
201615$1,491,749$82,034$16,407iApproximate average salary by contribution assumption: employee only about $410,170 at 4% or $273,447 at 6%; with 50% employer match about $273,447 at 4% or $182,298 at 6%; with 100% employer match about $205,085 at 4% or $136,723 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-5$1,491,749$82,034$16,407iApproximate average salary by contribution assumption: employee only about $410,170 at 4% or $273,447 at 6%; with 50% employer match about $273,447 at 4% or $182,298 at 6%; with 100% employer match about $205,085 at 4% or $136,723 at 6%.
201515$1,287,482$85,238$17,048iApproximate average salary by contribution assumption: employee only about $426,190 at 4% or $284,127 at 6%; with 50% employer match about $284,127 at 4% or $189,418 at 6%; with 100% employer match about $213,095 at 4% or $142,063 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-5$1,287,482$85,238$17,048iApproximate average salary by contribution assumption: employee only about $426,190 at 4% or $284,127 at 6%; with 50% employer match about $284,127 at 4% or $189,418 at 6%; with 100% employer match about $213,095 at 4% or $142,063 at 6%.
201415$1,259,306$81,706$16,341iApproximate average salary by contribution assumption: employee only about $408,530 at 4% or $272,353 at 6%; with 50% employer match about $272,353 at 4% or $181,569 at 6%; with 100% employer match about $204,265 at 4% or $136,177 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-5$1,259,306$81,706$16,341iApproximate average salary by contribution assumption: employee only about $408,530 at 4% or $272,353 at 6%; with 50% employer match about $272,353 at 4% or $181,569 at 6%; with 100% employer match about $204,265 at 4% or $136,177 at 6%.
201314$1,142,959$82,067$20,517iApproximate average salary by contribution assumption: employee only about $512,919 at 4% or $341,946 at 6%; with 50% employer match about $341,946 at 4% or $227,964 at 6%; with 100% employer match about $256,459 at 4% or $170,973 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-4$1,142,959$82,067$20,517iApproximate average salary by contribution assumption: employee only about $512,919 at 4% or $341,946 at 6%; with 50% employer match about $341,946 at 4% or $227,964 at 6%; with 100% employer match about $256,459 at 4% or $170,973 at 6%.
201214$927,512$50,462$12,616iApproximate average salary by contribution assumption: employee only about $315,388 at 4% or $210,258 at 6%; with 50% employer match about $210,258 at 4% or $140,172 at 6%; with 100% employer match about $157,694 at 4% or $105,129 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-4$927,512$50,462$12,616iApproximate average salary by contribution assumption: employee only about $315,388 at 4% or $210,258 at 6%; with 50% employer match about $210,258 at 4% or $140,172 at 6%; with 100% employer match about $157,694 at 4% or $105,129 at 6%.
201113$800,118$75,762$25,254iApproximate average salary by contribution assumption: employee only about $631,350 at 4% or $420,900 at 6%; with 50% employer match about $420,900 at 4% or $280,600 at 6%; with 100% employer match about $315,675 at 4% or $210,450 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$800,118$75,762$25,254iApproximate average salary by contribution assumption: employee only about $631,350 at 4% or $420,900 at 6%; with 50% employer match about $420,900 at 4% or $280,600 at 6%; with 100% employer match about $315,675 at 4% or $210,450 at 6%.
201013$746,898$75,578$25,193iApproximate average salary by contribution assumption: employee only about $629,817 at 4% or $419,878 at 6%; with 50% employer match about $419,878 at 4% or $279,919 at 6%; with 100% employer match about $314,908 at 4% or $209,939 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$746,898$75,578$25,193iApproximate average salary by contribution assumption: employee only about $629,817 at 4% or $419,878 at 6%; with 50% employer match about $419,878 at 4% or $279,919 at 6%; with 100% employer match about $314,908 at 4% or $209,939 at 6%.
200913$589,780$75,729$25,243iApproximate average salary by contribution assumption: employee only about $631,075 at 4% or $420,717 at 6%; with 50% employer match about $420,717 at 4% or $280,478 at 6%; with 100% employer match about $315,538 at 4% or $210,358 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$589,780$75,729$25,243iApproximate average salary by contribution assumption: employee only about $631,075 at 4% or $420,717 at 6%; with 50% employer match about $420,717 at 4% or $280,478 at 6%; with 100% employer match about $315,538 at 4% or $210,358 at 6%.
200813$401,438$73,563$24,521iApproximate average salary by contribution assumption: employee only about $613,025 at 4% or $408,683 at 6%; with 50% employer match about $408,683 at 4% or $272,456 at 6%; with 100% employer match about $306,513 at 4% or $204,342 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$401,438$73,563$24,521iApproximate average salary by contribution assumption: employee only about $613,025 at 4% or $408,683 at 6%; with 50% employer match about $408,683 at 4% or $272,456 at 6%; with 100% employer match about $306,513 at 4% or $204,342 at 6%.
200713$458,708$69,459$23,153iApproximate average salary by contribution assumption: employee only about $578,825 at 4% or $385,883 at 6%; with 50% employer match about $385,883 at 4% or $257,256 at 6%; with 100% employer match about $289,413 at 4% or $192,942 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$458,708$69,459$23,153iApproximate average salary by contribution assumption: employee only about $578,825 at 4% or $385,883 at 6%; with 50% employer match about $385,883 at 4% or $257,256 at 6%; with 100% employer match about $289,413 at 4% or $192,942 at 6%.
200613$370,896$64,652$21,551iApproximate average salary by contribution assumption: employee only about $538,767 at 4% or $359,178 at 6%; with 50% employer match about $359,178 at 4% or $239,452 at 6%; with 100% employer match about $269,383 at 4% or $179,589 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$370,896$64,652$21,551iApproximate average salary by contribution assumption: employee only about $538,767 at 4% or $359,178 at 6%; with 50% employer match about $359,178 at 4% or $239,452 at 6%; with 100% employer match about $269,383 at 4% or $179,589 at 6%.
200513$241,319$119,154$39,718iApproximate average salary by contribution assumption: employee only about $992,950 at 4% or $661,967 at 6%; with 50% employer match about $661,967 at 4% or $441,311 at 6%; with 100% employer match about $496,475 at 4% or $330,983 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$241,319$119,154$39,718iApproximate average salary by contribution assumption: employee only about $992,950 at 4% or $661,967 at 6%; with 50% employer match about $661,967 at 4% or $441,311 at 6%; with 100% employer match about $496,475 at 4% or $330,983 at 6%.
200413$113,407$59,104$19,701iApproximate average salary by contribution assumption: employee only about $492,533 at 4% or $328,356 at 6%; with 50% employer match about $328,356 at 4% or $218,904 at 6%; with 100% employer match about $246,267 at 4% or $164,178 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$113,407$59,104$19,701iApproximate average salary by contribution assumption: employee only about $492,533 at 4% or $328,356 at 6%; with 50% employer match about $328,356 at 4% or $218,904 at 6%; with 100% employer match about $246,267 at 4% or $164,178 at 6%.
200313$46,207$46,207$15,402iApproximate average salary by contribution assumption: employee only about $385,058 at 4% or $256,706 at 6%; with 50% employer match about $256,706 at 4% or $171,137 at 6%; with 100% employer match about $192,529 at 4% or $128,353 at 6%.
Mark Halvorsen, D.M.D. PC. 401(K) Retirement Plan-3$46,207$46,207$15,402iApproximate average salary by contribution assumption: employee only about $385,058 at 4% or $256,706 at 6%; with 50% employer match about $256,706 at 4% or $171,137 at 6%; with 100% employer match about $192,529 at 4% or $128,353 at 6%.