J. Mark Bayless, D.M.D. Inc.
Plan context: J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan
EIN 04-3837698 • Monterey, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,402,714
2024 Contributions
$145,877
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $3,402,714 | $0 | - |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 12 | $3,402,714 | $0 | - |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 12 | $5,391,246 | $145,877 | $12,156iApproximate average salary by contribution assumption: employee only about $303,910 at 4% or $202,607 at 6%; with 50% employer match about $202,607 at 4% or $135,071 at 6%; with 100% employer match about $151,955 at 4% or $101,303 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 12 | $3,268,224 | $127,433 | $10,619iApproximate average salary by contribution assumption: employee only about $265,485 at 4% or $176,990 at 6%; with 50% employer match about $176,990 at 4% or $117,994 at 6%; with 100% employer match about $132,743 at 4% or $88,495 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 9 | $2,123,022 | $18,444 | $2,049iApproximate average salary by contribution assumption: employee only about $51,233 at 4% or $34,156 at 6%; with 50% employer match about $34,156 at 4% or $22,770 at 6%; with 100% employer match about $25,617 at 4% or $17,078 at 6%. |
| 2022 | 2 | 12 | $4,691,782 | $172,170 | $14,348iApproximate average salary by contribution assumption: employee only about $358,688 at 4% or $239,125 at 6%; with 50% employer match about $239,125 at 4% or $159,417 at 6%; with 100% employer match about $179,344 at 4% or $119,563 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 12 | $2,736,813 | $149,111 | $12,426iApproximate average salary by contribution assumption: employee only about $310,648 at 4% or $207,099 at 6%; with 50% employer match about $207,099 at 4% or $138,066 at 6%; with 100% employer match about $155,324 at 4% or $103,549 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 9 | $1,954,969 | $23,059 | $2,562iApproximate average salary by contribution assumption: employee only about $64,053 at 4% or $42,702 at 6%; with 50% employer match about $42,702 at 4% or $28,468 at 6%; with 100% employer match about $32,026 at 4% or $21,351 at 6%. |
| 2021 | 2 | 11 | $5,211,305 | $502,675 | $45,698iApproximate average salary by contribution assumption: employee only about $1,142,443 at 4% or $761,629 at 6%; with 50% employer match about $761,629 at 4% or $507,753 at 6%; with 100% employer match about $571,222 at 4% or $380,814 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 11 | $3,109,717 | $442,675 | $40,243iApproximate average salary by contribution assumption: employee only about $1,006,080 at 4% or $670,720 at 6%; with 50% employer match about $670,720 at 4% or $447,146 at 6%; with 100% employer match about $503,040 at 4% or $335,360 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 9 | $2,101,588 | $60,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2020 | 2 | 12 | $4,159,476 | $331,755 | $27,646iApproximate average salary by contribution assumption: employee only about $691,156 at 4% or $460,771 at 6%; with 50% employer match about $460,771 at 4% or $307,181 at 6%; with 100% employer match about $345,578 at 4% or $230,385 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 12 | $2,245,184 | $91,755 | $7,646iApproximate average salary by contribution assumption: employee only about $191,156 at 4% or $127,438 at 6%; with 50% employer match about $127,438 at 4% or $84,958 at 6%; with 100% employer match about $95,578 at 4% or $63,719 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 9 | $1,914,292 | $240,000 | $26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%. |
| 2019 | 2 | 10 | $3,457,579 | $305,760 | $30,576iApproximate average salary by contribution assumption: employee only about $764,400 at 4% or $509,600 at 6%; with 50% employer match about $509,600 at 4% or $339,733 at 6%; with 100% employer match about $382,200 at 4% or $254,800 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 10 | $1,873,265 | $85,760 | $8,576iApproximate average salary by contribution assumption: employee only about $214,400 at 4% or $142,933 at 6%; with 50% employer match about $142,933 at 4% or $95,289 at 6%; with 100% employer match about $107,200 at 4% or $71,467 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 7 | $1,584,314 | $220,000 | $31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%. |
| 2018 | 2 | 9 | $2,651,253 | $295,443 | $32,827iApproximate average salary by contribution assumption: employee only about $820,675 at 4% or $547,117 at 6%; with 50% employer match about $547,117 at 4% or $364,744 at 6%; with 100% employer match about $410,338 at 4% or $273,558 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 9 | $1,412,651 | $55,443 | $6,160iApproximate average salary by contribution assumption: employee only about $154,008 at 4% or $102,672 at 6%; with 50% employer match about $102,672 at 4% or $68,448 at 6%; with 100% employer match about $77,004 at 4% or $51,336 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 4 | $1,238,602 | $240,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2017 | 2 | 9 | $2,555,493 | $318,854 | $35,428iApproximate average salary by contribution assumption: employee only about $885,706 at 4% or $590,470 at 6%; with 50% employer match about $590,470 at 4% or $393,647 at 6%; with 100% employer match about $442,853 at 4% or $295,235 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 9 | $1,511,966 | $98,854 | $10,984iApproximate average salary by contribution assumption: employee only about $274,594 at 4% or $183,063 at 6%; with 50% employer match about $183,063 at 4% or $122,042 at 6%; with 100% employer match about $137,297 at 4% or $91,531 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 6 | $1,043,527 | $220,000 | $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%. |
| 2016 | 2 | 7 | $2,044,112 | $286,668 | $40,953iApproximate average salary by contribution assumption: employee only about $1,023,814 at 4% or $682,543 at 6%; with 50% employer match about $682,543 at 4% or $455,029 at 6%; with 100% employer match about $511,907 at 4% or $341,271 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,270,084 | $95,813 | $13,688iApproximate average salary by contribution assumption: employee only about $342,189 at 4% or $228,126 at 6%; with 50% employer match about $228,126 at 4% or $152,084 at 6%; with 100% employer match about $171,095 at 4% or $114,063 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 7 | $774,028 | $190,855 | $27,265iApproximate average salary by contribution assumption: employee only about $681,625 at 4% or $454,417 at 6%; with 50% employer match about $454,417 at 4% or $302,944 at 6%; with 100% employer match about $340,813 at 4% or $227,208 at 6%. |
| 2015 | 2 | 8 | $1,675,118 | $264,721 | $33,090iApproximate average salary by contribution assumption: employee only about $827,253 at 4% or $551,502 at 6%; with 50% employer match about $551,502 at 4% or $367,668 at 6%; with 100% employer match about $413,627 at 4% or $275,751 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 8 | $1,127,388 | $84,721 | $10,590iApproximate average salary by contribution assumption: employee only about $264,753 at 4% or $176,502 at 6%; with 50% employer match about $176,502 at 4% or $117,668 at 6%; with 100% employer match about $132,377 at 4% or $88,251 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 6 | $547,730 | $180,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2014 | 2 | 7 | $1,609,043 | $241,058 | $34,437iApproximate average salary by contribution assumption: employee only about $860,921 at 4% or $573,948 at 6%; with 50% employer match about $573,948 at 4% or $382,632 at 6%; with 100% employer match about $430,461 at 4% or $286,974 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,231,928 | $61,058 | $8,723iApproximate average salary by contribution assumption: employee only about $218,064 at 4% or $145,376 at 6%; with 50% employer match about $145,376 at 4% or $96,917 at 6%; with 100% employer match about $109,032 at 4% or $72,688 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 6 | $377,115 | $180,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2013 | 2 | 7 | $1,344,011 | $1,281,006 | $183,001iApproximate average salary by contribution assumption: employee only about $4,575,021 at 4% or $3,050,014 at 6%; with 50% employer match about $3,050,014 at 4% or $2,033,343 at 6%; with 100% employer match about $2,287,511 at 4% or $1,525,007 at 6%. |
| J. Mark Bayless, D. M. D. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,150,229 | $1,093,006 | $156,144iApproximate average salary by contribution assumption: employee only about $3,903,593 at 4% or $2,602,395 at 6%; with 50% employer match about $2,602,395 at 4% or $1,734,930 at 6%; with 100% employer match about $1,951,796 at 4% or $1,301,198 at 6%. |
| J. Mark Bayless, D. M. D. Inc. Cash Balance Plan | - | 7 | $193,782 | $188,000 | $26,857iApproximate average salary by contribution assumption: employee only about $671,429 at 4% or $447,619 at 6%; with 50% employer match about $447,619 at 4% or $298,413 at 6%; with 100% employer match about $335,714 at 4% or $223,810 at 6%. |