Civic Intelligence

David W. Richards, Dds, Phd, a Professional Corporation

Plan context: San Diego Periodontics Retirement Savings Plan

EIN 04-3596301 • San Diego, CA • 12 filings • 1 plans

3730 Crown Point DriveSan Diego, CA 92109-6701
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$946,140

2017 Contributions

$3,550

Historical Graphs

Total Assets Over Time

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

$1,115,734$557,867$0200620122016YearValue
$946,140Latest year 2016

Participants Over Time

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

630200620112016YearValue
2Latest year 2016

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
201710$0$3,550-
San Diego Periodontics Retirement Savings Plan-0$0$3,550-
201612$946,140$53,835$26,918iApproximate average salary by contribution assumption: employee only about $672,938 at 4% or $448,625 at 6%; with 50% employer match about $448,625 at 4% or $299,083 at 6%; with 100% employer match about $336,469 at 4% or $224,313 at 6%.
San Diego Periodontics Retirement Savings Plan-2$946,140$53,835$26,918iApproximate average salary by contribution assumption: employee only about $672,938 at 4% or $448,625 at 6%; with 50% employer match about $448,625 at 4% or $299,083 at 6%; with 100% employer match about $336,469 at 4% or $224,313 at 6%.
201515$1,115,734$134,982$26,996iApproximate average salary by contribution assumption: employee only about $674,910 at 4% or $449,940 at 6%; with 50% employer match about $449,940 at 4% or $299,960 at 6%; with 100% employer match about $337,455 at 4% or $224,970 at 6%.
San Diego Periodontics Retirement Savings Plan-5$1,115,734$134,982$26,996iApproximate average salary by contribution assumption: employee only about $674,910 at 4% or $449,940 at 6%; with 50% employer match about $449,940 at 4% or $299,960 at 6%; with 100% employer match about $337,455 at 4% or $224,970 at 6%.
201415$990,590$134,174$26,835iApproximate average salary by contribution assumption: employee only about $670,870 at 4% or $447,247 at 6%; with 50% employer match about $447,247 at 4% or $298,164 at 6%; with 100% employer match about $335,435 at 4% or $223,623 at 6%.
San Diego Periodontics Retirement Savings Plan-5$990,590$134,174$26,835iApproximate average salary by contribution assumption: employee only about $670,870 at 4% or $447,247 at 6%; with 50% employer match about $447,247 at 4% or $298,164 at 6%; with 100% employer match about $335,435 at 4% or $223,623 at 6%.
201316$798,301$130,827$21,805iApproximate average salary by contribution assumption: employee only about $545,113 at 4% or $363,408 at 6%; with 50% employer match about $363,408 at 4% or $242,272 at 6%; with 100% employer match about $272,556 at 4% or $181,704 at 6%.
San Diego Periodontics Retirement Savings Plan-6$798,301$130,827$21,805iApproximate average salary by contribution assumption: employee only about $545,113 at 4% or $363,408 at 6%; with 50% employer match about $363,408 at 4% or $242,272 at 6%; with 100% employer match about $272,556 at 4% or $181,704 at 6%.
201215$554,645$131,090$26,218iApproximate average salary by contribution assumption: employee only about $655,450 at 4% or $436,967 at 6%; with 50% employer match about $436,967 at 4% or $291,311 at 6%; with 100% employer match about $327,725 at 4% or $218,483 at 6%.
San Diego Periodontics Retirement Savings Plan-5$554,645$131,090$26,218iApproximate average salary by contribution assumption: employee only about $655,450 at 4% or $436,967 at 6%; with 50% employer match about $436,967 at 4% or $291,311 at 6%; with 100% employer match about $327,725 at 4% or $218,483 at 6%.
201115$626,659$132,046$26,409iApproximate average salary by contribution assumption: employee only about $660,230 at 4% or $440,153 at 6%; with 50% employer match about $440,153 at 4% or $293,436 at 6%; with 100% employer match about $330,115 at 4% or $220,077 at 6%.
San Diego Periodontics Retirement Savings Plan-5$626,659$132,046$26,409iApproximate average salary by contribution assumption: employee only about $660,230 at 4% or $440,153 at 6%; with 50% employer match about $440,153 at 4% or $293,436 at 6%; with 100% employer match about $330,115 at 4% or $220,077 at 6%.
201015$528,609$135,796$27,159iApproximate average salary by contribution assumption: employee only about $678,980 at 4% or $452,653 at 6%; with 50% employer match about $452,653 at 4% or $301,769 at 6%; with 100% employer match about $339,490 at 4% or $226,327 at 6%.
San Diego Periodontics Retirement Savings Plan-5$528,609$135,796$27,159iApproximate average salary by contribution assumption: employee only about $678,980 at 4% or $452,653 at 6%; with 50% employer match about $452,653 at 4% or $301,769 at 6%; with 100% employer match about $339,490 at 4% or $226,327 at 6%.
200915$347,882$126,701$25,340iApproximate average salary by contribution assumption: employee only about $633,505 at 4% or $422,337 at 6%; with 50% employer match about $422,337 at 4% or $281,558 at 6%; with 100% employer match about $316,753 at 4% or $211,168 at 6%.
San Diego Periodontics Retirement Savings Plan-5$347,882$126,701$25,340iApproximate average salary by contribution assumption: employee only about $633,505 at 4% or $422,337 at 6%; with 50% employer match about $422,337 at 4% or $281,558 at 6%; with 100% employer match about $316,753 at 4% or $211,168 at 6%.
200815$239,180$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
San Diego Periodontics Retirement Savings Plan-5$239,180$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200714$0$0-
San Diego Periodontics Retirement Savings Plan-4---
200615$70,486$70,486$14,097iApproximate average salary by contribution assumption: employee only about $352,430 at 4% or $234,953 at 6%; with 50% employer match about $234,953 at 4% or $156,636 at 6%; with 100% employer match about $176,215 at 4% or $117,477 at 6%.
San Diego Periodontics Retirement Savings Plan-5$70,486$70,486$14,097iApproximate average salary by contribution assumption: employee only about $352,430 at 4% or $234,953 at 6%; with 50% employer match about $234,953 at 4% or $156,636 at 6%; with 100% employer match about $176,215 at 4% or $117,477 at 6%.