John M. Capogna, D.D.S. PC.
Plan context: CAPOGNA ORTHODONTICS PC 401(K) PLAN
EIN 11-2918140 • North Massapequa, NY • 37 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
21
2025 Assets
$1,355,820
2025 Contributions
$133,414
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 21 | $1,355,820 | $133,414 | $6,353iApproximate average salary by contribution assumption: employee only about $158,826 at 4% or $105,884 at 6%; with 50% employer match about $105,884 at 4% or $70,589 at 6%; with 100% employer match about $79,413 at 4% or $52,942 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 21 | $1,355,820 | $133,414 | $6,353iApproximate average salary by contribution assumption: employee only about $158,826 at 4% or $105,884 at 6%; with 50% employer match about $105,884 at 4% or $70,589 at 6%; with 100% employer match about $79,413 at 4% or $52,942 at 6%. |
| 2024 | 1 | 21 | $1,043,869 | $125,652 | $5,983iApproximate average salary by contribution assumption: employee only about $149,586 at 4% or $99,724 at 6%; with 50% employer match about $99,724 at 4% or $66,483 at 6%; with 100% employer match about $74,793 at 4% or $49,862 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 21 | $1,043,869 | $125,652 | $5,983iApproximate average salary by contribution assumption: employee only about $149,586 at 4% or $99,724 at 6%; with 50% employer match about $99,724 at 4% or $66,483 at 6%; with 100% employer match about $74,793 at 4% or $49,862 at 6%. |
| 2023 | 1 | 21 | $809,937 | $125,698 | $5,986iApproximate average salary by contribution assumption: employee only about $149,640 at 4% or $99,760 at 6%; with 50% employer match about $99,760 at 4% or $66,507 at 6%; with 100% employer match about $74,820 at 4% or $49,880 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 21 | $809,937 | $125,698 | $5,986iApproximate average salary by contribution assumption: employee only about $149,640 at 4% or $99,760 at 6%; with 50% employer match about $99,760 at 4% or $66,507 at 6%; with 100% employer match about $74,820 at 4% or $49,880 at 6%. |
| 2022 | 1 | 21 | $578,107 | $124,302 | $5,919iApproximate average salary by contribution assumption: employee only about $147,979 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 21 | $578,107 | $124,302 | $5,919iApproximate average salary by contribution assumption: employee only about $147,979 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| 2021 | 1 | 16 | $611,928 | $113,522 | $7,095iApproximate average salary by contribution assumption: employee only about $177,378 at 4% or $118,252 at 6%; with 50% employer match about $118,252 at 4% or $78,835 at 6%; with 100% employer match about $88,689 at 4% or $59,126 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 16 | $611,928 | $113,522 | $7,095iApproximate average salary by contribution assumption: employee only about $177,378 at 4% or $118,252 at 6%; with 50% employer match about $118,252 at 4% or $78,835 at 6%; with 100% employer match about $88,689 at 4% or $59,126 at 6%. |
| 2020 | 1 | 16 | $442,135 | $304,590 | $19,037iApproximate average salary by contribution assumption: employee only about $475,922 at 4% or $317,281 at 6%; with 50% employer match about $317,281 at 4% or $211,521 at 6%; with 100% employer match about $237,961 at 4% or $158,641 at 6%. |
| CAPOGNA ORTHODONTICS PC 401(K) PLAN | - | 16 | $442,135 | $304,590 | $19,037iApproximate average salary by contribution assumption: employee only about $475,922 at 4% or $317,281 at 6%; with 50% employer match about $317,281 at 4% or $211,521 at 6%; with 100% employer match about $237,961 at 4% or $158,641 at 6%. |
| 2019 | 2 | 15 | $27,739 | $27,107 | $1,807iApproximate average salary by contribution assumption: employee only about $45,178 at 4% or $30,119 at 6%; with 50% employer match about $30,119 at 4% or $20,079 at 6%; with 100% employer match about $22,589 at 4% or $15,059 at 6%. |
| JOHN M CAPOGNA DDS 401(K) PLAN | - | 15 | $27,739 | $27,107 | $1,807iApproximate average salary by contribution assumption: employee only about $45,178 at 4% or $30,119 at 6%; with 50% employer match about $30,119 at 4% or $20,079 at 6%; with 100% employer match about $22,589 at 4% or $15,059 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 0 | $0 | - | - |
| 2018 | 2 | 15 | $2,943,321 | $126,952 | $8,463iApproximate average salary by contribution assumption: employee only about $211,587 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,793 at 4% or $70,529 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 15 | $2,943,321 | $54,979 | $3,665iApproximate average salary by contribution assumption: employee only about $91,632 at 4% or $61,088 at 6%; with 50% employer match about $61,088 at 4% or $40,725 at 6%; with 100% employer match about $45,816 at 4% or $30,544 at 6%. |
| JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN | - | 0 | $0 | $71,973 | - |
| 2017 | 2 | 16 | $3,794,073 | $178,014 | $11,126iApproximate average salary by contribution assumption: employee only about $278,147 at 4% or $185,431 at 6%; with 50% employer match about $185,431 at 4% or $123,621 at 6%; with 100% employer match about $139,073 at 4% or $92,716 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 16 | $2,959,714 | $48,859 | $3,054iApproximate average salary by contribution assumption: employee only about $76,342 at 4% or $50,895 at 6%; with 50% employer match about $50,895 at 4% or $33,930 at 6%; with 100% employer match about $38,171 at 4% or $25,447 at 6%. |
| JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN | - | 14 | $834,359 | $129,155 | $9,225iApproximate average salary by contribution assumption: employee only about $230,634 at 4% or $153,756 at 6%; with 50% employer match about $153,756 at 4% or $102,504 at 6%; with 100% employer match about $115,317 at 4% or $76,878 at 6%. |
| 2016 | 2 | 15 | $3,291,301 | $272,598 | $18,173iApproximate average salary by contribution assumption: employee only about $454,330 at 4% or $302,887 at 6%; with 50% employer match about $302,887 at 4% or $201,924 at 6%; with 100% employer match about $227,165 at 4% or $151,443 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 15 | $2,636,120 | $47,598 | $3,173iApproximate average salary by contribution assumption: employee only about $79,330 at 4% or $52,887 at 6%; with 50% employer match about $52,887 at 4% or $35,258 at 6%; with 100% employer match about $39,665 at 4% or $26,443 at 6%. |
| JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN | - | 14 | $655,181 | $225,000 | $16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%. |
| 2015 | 2 | 13 | $2,837,524 | $277,695 | $21,361iApproximate average salary by contribution assumption: employee only about $534,029 at 4% or $356,019 at 6%; with 50% employer match about $356,019 at 4% or $237,346 at 6%; with 100% employer match about $267,014 at 4% or $178,010 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 13 | $2,439,783 | $48,141 | $3,703iApproximate average salary by contribution assumption: employee only about $92,579 at 4% or $61,719 at 6%; with 50% employer match about $61,719 at 4% or $41,146 at 6%; with 100% employer match about $46,289 at 4% or $30,860 at 6%. |
| JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN | - | 13 | $397,741 | $229,554 | $17,658iApproximate average salary by contribution assumption: employee only about $441,450 at 4% or $294,300 at 6%; with 50% employer match about $294,300 at 4% or $196,200 at 6%; with 100% employer match about $220,725 at 4% or $147,150 at 6%. |
| 2014 | 2 | 15 | $2,689,956 | $250,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 15 | $2,494,376 | $54,420 | $3,628iApproximate average salary by contribution assumption: employee only about $90,700 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,311 at 6%; with 100% employer match about $45,350 at 4% or $30,233 at 6%. |
| JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN | - | 14 | $195,580 | $195,580 | $13,970iApproximate average salary by contribution assumption: employee only about $349,250 at 4% or $232,833 at 6%; with 50% employer match about $232,833 at 4% or $155,222 at 6%; with 100% employer match about $174,625 at 4% or $116,417 at 6%. |
| 2013 | 1 | 14 | $2,339,417 | $123,413 | $8,815iApproximate average salary by contribution assumption: employee only about $220,380 at 4% or $146,920 at 6%; with 50% employer match about $146,920 at 4% or $97,947 at 6%; with 100% employer match about $110,190 at 4% or $73,460 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 14 | $2,339,417 | $123,413 | $8,815iApproximate average salary by contribution assumption: employee only about $220,380 at 4% or $146,920 at 6%; with 50% employer match about $146,920 at 4% or $97,947 at 6%; with 100% employer match about $110,190 at 4% or $73,460 at 6%. |
| 2012 | 1 | 13 | $1,934,133 | $120,375 | $9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,885 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 13 | $1,934,133 | $120,375 | $9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,885 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%. |
| 2011 | 1 | 13 | $1,641,112 | $117,399 | $9,031iApproximate average salary by contribution assumption: employee only about $225,767 at 4% or $150,512 at 6%; with 50% employer match about $150,512 at 4% or $100,341 at 6%; with 100% employer match about $112,884 at 4% or $75,256 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 13 | $1,641,112 | $117,399 | $9,031iApproximate average salary by contribution assumption: employee only about $225,767 at 4% or $150,512 at 6%; with 50% employer match about $150,512 at 4% or $100,341 at 6%; with 100% employer match about $112,884 at 4% or $75,256 at 6%. |
| 2010 | 1 | 14 | $1,485,412 | $118,879 | $8,491iApproximate average salary by contribution assumption: employee only about $212,284 at 4% or $141,523 at 6%; with 50% employer match about $141,523 at 4% or $94,348 at 6%; with 100% employer match about $106,142 at 4% or $70,761 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 14 | $1,485,412 | $118,879 | $8,491iApproximate average salary by contribution assumption: employee only about $212,284 at 4% or $141,523 at 6%; with 50% employer match about $141,523 at 4% or $94,348 at 6%; with 100% employer match about $106,142 at 4% or $70,761 at 6%. |
| 2009 | 1 | 13 | $1,266,692 | $117,368 | $9,028iApproximate average salary by contribution assumption: employee only about $225,708 at 4% or $150,472 at 6%; with 50% employer match about $150,472 at 4% or $100,315 at 6%; with 100% employer match about $112,854 at 4% or $75,236 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 13 | $1,266,692 | $117,368 | $9,028iApproximate average salary by contribution assumption: employee only about $225,708 at 4% or $150,472 at 6%; with 50% employer match about $150,472 at 4% or $100,315 at 6%; with 100% employer match about $112,854 at 4% or $75,236 at 6%. |
| 2008 | 1 | 11 | $0 | $0 | - |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 11 | - | - | - |
| 2007 | 1 | 12 | $1,080,729 | $103,721 | $8,643iApproximate average salary by contribution assumption: employee only about $216,085 at 4% or $144,057 at 6%; with 50% employer match about $144,057 at 4% or $96,038 at 6%; with 100% employer match about $108,043 at 4% or $72,028 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 12 | $1,080,729 | $103,721 | $8,643iApproximate average salary by contribution assumption: employee only about $216,085 at 4% or $144,057 at 6%; with 50% employer match about $144,057 at 4% or $96,038 at 6%; with 100% employer match about $108,043 at 4% or $72,028 at 6%. |
| 2006 | 1 | 6 | $974,494 | $89,026 | $14,838iApproximate average salary by contribution assumption: employee only about $370,942 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,647 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 6 | $974,494 | $89,026 | $14,838iApproximate average salary by contribution assumption: employee only about $370,942 at 4% or $247,294 at 6%; with 50% employer match about $247,294 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,647 at 6%. |
| 2005 | 1 | 6 | $790,130 | $90,269 | $15,045iApproximate average salary by contribution assumption: employee only about $376,121 at 4% or $250,747 at 6%; with 50% employer match about $250,747 at 4% or $167,165 at 6%; with 100% employer match about $188,060 at 4% or $125,374 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 6 | $790,130 | $90,269 | $15,045iApproximate average salary by contribution assumption: employee only about $376,121 at 4% or $250,747 at 6%; with 50% employer match about $250,747 at 4% or $167,165 at 6%; with 100% employer match about $188,060 at 4% or $125,374 at 6%. |
| 2004 | 1 | 4 | $667,531 | $88,813 | $22,203iApproximate average salary by contribution assumption: employee only about $555,081 at 4% or $370,054 at 6%; with 50% employer match about $370,054 at 4% or $246,703 at 6%; with 100% employer match about $277,541 at 4% or $185,027 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 4 | $667,531 | $88,813 | $22,203iApproximate average salary by contribution assumption: employee only about $555,081 at 4% or $370,054 at 6%; with 50% employer match about $370,054 at 4% or $246,703 at 6%; with 100% employer match about $277,541 at 4% or $185,027 at 6%. |
| 2003 | 1 | 3 | $551,109 | $91,477 | $30,492iApproximate average salary by contribution assumption: employee only about $762,308 at 4% or $508,206 at 6%; with 50% employer match about $508,206 at 4% or $338,804 at 6%; with 100% employer match about $381,154 at 4% or $254,103 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 3 | $551,109 | $91,477 | $30,492iApproximate average salary by contribution assumption: employee only about $762,308 at 4% or $508,206 at 6%; with 50% employer match about $508,206 at 4% or $338,804 at 6%; with 100% employer match about $381,154 at 4% or $254,103 at 6%. |
| 2002 | 2 | 2 | $355,555 | $71,852 | $35,926iApproximate average salary by contribution assumption: employee only about $898,150 at 4% or $598,767 at 6%; with 50% employer match about $598,767 at 4% or $399,178 at 6%; with 100% employer match about $449,075 at 4% or $299,383 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 2 | $355,555 | $71,852 | $35,926iApproximate average salary by contribution assumption: employee only about $898,150 at 4% or $598,767 at 6%; with 50% employer match about $598,767 at 4% or $399,178 at 6%; with 100% employer match about $449,075 at 4% or $299,383 at 6%. |
| John M. Capogna, D.D.S. PC. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $365,515 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 2 | $191,299 | $41,720 | $20,860iApproximate average salary by contribution assumption: employee only about $521,500 at 4% or $347,667 at 6%; with 50% employer match about $347,667 at 4% or $231,778 at 6%; with 100% employer match about $260,750 at 4% or $173,833 at 6%. |
| John M. Capogna, D.D.S. PC. Money Purchase Plan | - | 2 | $174,216 | $28,280 | $14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%. |
| 2000 | 2 | 2 | $343,759 | $44,616 | $22,308iApproximate average salary by contribution assumption: employee only about $557,700 at 4% or $371,800 at 6%; with 50% employer match about $371,800 at 4% or $247,867 at 6%; with 100% employer match about $278,850 at 4% or $185,900 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 2 | $172,465 | $18,199 | $9,100iApproximate average salary by contribution assumption: employee only about $227,488 at 4% or $151,658 at 6%; with 50% employer match about $151,658 at 4% or $101,106 at 6%; with 100% employer match about $113,744 at 4% or $75,829 at 6%. |
| John M. Capogna, D.D.S. PC. Money Purchase Plan | - | 2 | $171,294 | $26,417 | $13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%. |
| 1999 | 2 | 3 | $448,432 | $49,528 | $16,509iApproximate average salary by contribution assumption: employee only about $412,733 at 4% or $275,156 at 6%; with 50% employer match about $275,156 at 4% or $183,437 at 6%; with 100% employer match about $206,367 at 4% or $137,578 at 6%. |
| John M. Capogna, D.D.S. PC. Profit Sharing Trust | - | 3 | $227,238 | $22,312 | $7,437iApproximate average salary by contribution assumption: employee only about $185,933 at 4% or $123,956 at 6%; with 50% employer match about $123,956 at 4% or $82,637 at 6%; with 100% employer match about $92,967 at 4% or $61,978 at 6%. |
| John M. Capogna, D.D.S. PC. Money Purchase Plan | - | 3 | $221,194 | $27,216 | $9,072iApproximate average salary by contribution assumption: employee only about $226,800 at 4% or $151,200 at 6%; with 50% employer match about $151,200 at 4% or $100,800 at 6%; with 100% employer match about $113,400 at 4% or $75,600 at 6%. |