Civic Intelligence

Jonathan Chase Dds PC.

Plan context: Jonathan Chase Dds PC. 401(K) Profit Sharing Plan

EIN 20-0046611 • Stoneham, MA • 20 filings • 3 plans

61 Main StreetStoneham, MA 02180
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$1,958,027

2022 Contributions

$74,738

Historical Graphs

Total Assets Over Time

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

$1,958,027$979,014$0200420132021YearValue
$1,958,027Latest year 2021

Participants Over Time

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

950200320122021YearValue
6Latest year 2021

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
202210$0$0-
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-0$0$0-
202116$1,958,027$74,738$12,456iApproximate average salary by contribution assumption: employee only about $311,408 at 4% or $207,606 at 6%; with 50% employer match about $207,606 at 4% or $138,404 at 6%; with 100% employer match about $155,704 at 4% or $103,803 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-6$1,958,027$74,738$12,456iApproximate average salary by contribution assumption: employee only about $311,408 at 4% or $207,606 at 6%; with 50% employer match about $207,606 at 4% or $138,404 at 6%; with 100% employer match about $155,704 at 4% or $103,803 at 6%.
202018$1,654,058$71,292$8,912iApproximate average salary by contribution assumption: employee only about $222,788 at 4% or $148,525 at 6%; with 50% employer match about $148,525 at 4% or $99,017 at 6%; with 100% employer match about $111,394 at 4% or $74,263 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$1,654,058$71,292$8,912iApproximate average salary by contribution assumption: employee only about $222,788 at 4% or $148,525 at 6%; with 50% employer match about $148,525 at 4% or $99,017 at 6%; with 100% employer match about $111,394 at 4% or $74,263 at 6%.
201917$1,432,267$73,793$10,542iApproximate average salary by contribution assumption: employee only about $263,546 at 4% or $175,698 at 6%; with 50% employer match about $175,698 at 4% or $117,132 at 6%; with 100% employer match about $131,773 at 4% or $87,849 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-7$1,432,267$73,793$10,542iApproximate average salary by contribution assumption: employee only about $263,546 at 4% or $175,698 at 6%; with 50% employer match about $175,698 at 4% or $117,132 at 6%; with 100% employer match about $131,773 at 4% or $87,849 at 6%.
201819$1,119,365$70,640$7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-9$1,119,365$70,640$7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
201718$1,214,723$67,888$8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$1,214,723$67,888$8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%.
201618$931,070$65,996$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$931,070$65,996$8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%.
201519$813,275$68,833$7,648iApproximate average salary by contribution assumption: employee only about $191,203 at 4% or $127,469 at 6%; with 50% employer match about $127,469 at 4% or $84,979 at 6%; with 100% employer match about $95,601 at 4% or $63,734 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-9$813,275$68,833$7,648iApproximate average salary by contribution assumption: employee only about $191,203 at 4% or $127,469 at 6%; with 50% employer match about $127,469 at 4% or $84,979 at 6%; with 100% employer match about $95,601 at 4% or $63,734 at 6%.
201418$758,446$67,171$8,396iApproximate average salary by contribution assumption: employee only about $209,909 at 4% or $139,940 at 6%; with 50% employer match about $139,940 at 4% or $93,293 at 6%; with 100% employer match about $104,955 at 4% or $69,970 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$758,446$67,171$8,396iApproximate average salary by contribution assumption: employee only about $209,909 at 4% or $139,940 at 6%; with 50% employer match about $139,940 at 4% or $93,293 at 6%; with 100% employer match about $104,955 at 4% or $69,970 at 6%.
201318$665,835$67,568$8,446iApproximate average salary by contribution assumption: employee only about $211,150 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,844 at 6%; with 100% employer match about $105,575 at 4% or $70,383 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$665,835$67,568$8,446iApproximate average salary by contribution assumption: employee only about $211,150 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,844 at 6%; with 100% employer match about $105,575 at 4% or $70,383 at 6%.
201217$486,654$60,566$8,652iApproximate average salary by contribution assumption: employee only about $216,307 at 4% or $144,205 at 6%; with 50% employer match about $144,205 at 4% or $96,137 at 6%; with 100% employer match about $108,154 at 4% or $72,102 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-7$486,654$60,566$8,652iApproximate average salary by contribution assumption: employee only about $216,307 at 4% or $144,205 at 6%; with 50% employer match about $144,205 at 4% or $96,137 at 6%; with 100% employer match about $108,154 at 4% or $72,102 at 6%.
201119$389,038$57,107$6,345iApproximate average salary by contribution assumption: employee only about $158,631 at 4% or $105,754 at 6%; with 50% employer match about $105,754 at 4% or $70,502 at 6%; with 100% employer match about $79,315 at 4% or $52,877 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-9$389,038$57,107$6,345iApproximate average salary by contribution assumption: employee only about $158,631 at 4% or $105,754 at 6%; with 50% employer match about $105,754 at 4% or $70,502 at 6%; with 100% employer match about $79,315 at 4% or $52,877 at 6%.
201018$337,375$55,215$6,902iApproximate average salary by contribution assumption: employee only about $172,547 at 4% or $115,031 at 6%; with 50% employer match about $115,031 at 4% or $76,688 at 6%; with 100% employer match about $86,273 at 4% or $57,516 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-8$337,375$55,215$6,902iApproximate average salary by contribution assumption: employee only about $172,547 at 4% or $115,031 at 6%; with 50% employer match about $115,031 at 4% or $76,688 at 6%; with 100% employer match about $86,273 at 4% or $57,516 at 6%.
200917$297,046$66,299$9,471iApproximate average salary by contribution assumption: employee only about $236,782 at 4% or $157,855 at 6%; with 50% employer match about $157,855 at 4% or $105,237 at 6%; with 100% employer match about $118,391 at 4% or $78,927 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-7$297,046$66,299$9,471iApproximate average salary by contribution assumption: employee only about $236,782 at 4% or $157,855 at 6%; with 50% employer match about $157,855 at 4% or $105,237 at 6%; with 100% employer match about $118,391 at 4% or $78,927 at 6%.
200816$182,540$53,000$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-6$182,540$53,000$8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%.
200715$0$0-
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-5---
200615$430,862$51,698$10,340iApproximate average salary by contribution assumption: employee only about $258,490 at 4% or $172,327 at 6%; with 50% employer match about $172,327 at 4% or $114,884 at 6%; with 100% employer match about $129,245 at 4% or $86,163 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-5$430,862$51,698$10,340iApproximate average salary by contribution assumption: employee only about $258,490 at 4% or $172,327 at 6%; with 50% employer match about $172,327 at 4% or $114,884 at 6%; with 100% employer match about $129,245 at 4% or $86,163 at 6%.
200515$352,289$51,527$10,305iApproximate average salary by contribution assumption: employee only about $257,635 at 4% or $171,757 at 6%; with 50% employer match about $171,757 at 4% or $114,504 at 6%; with 100% employer match about $128,818 at 4% or $85,878 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-5$352,289$51,527$10,305iApproximate average salary by contribution assumption: employee only about $257,635 at 4% or $171,757 at 6%; with 50% employer match about $171,757 at 4% or $114,504 at 6%; with 100% employer match about $128,818 at 4% or $85,878 at 6%.
200419$295,191$52,640$5,849iApproximate average salary by contribution assumption: employee only about $146,222 at 4% or $97,481 at 6%; with 50% employer match about $97,481 at 4% or $64,988 at 6%; with 100% employer match about $73,111 at 4% or $48,741 at 6%.
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-9$295,191$52,640$5,849iApproximate average salary by contribution assumption: employee only about $146,222 at 4% or $97,481 at 6%; with 50% employer match about $97,481 at 4% or $64,988 at 6%; with 100% employer match about $73,111 at 4% or $48,741 at 6%.
200317$0$0-
Jonathan Chase Dds PC. 401(K) Profit Sharing Plan-7---