Civic Intelligence

Heather Rutherford Dds Et Al Ptnr

Plan context: HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN

EIN 20-0061371 • Sacramento, CA • 19 filings • 4 plans

2331 L StreetSacramento, CA 95816
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,220,832

2024 Contributions

$181,062

Historical Graphs

Total Assets Over Time

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

$1,466,741$733,371$0200520142024YearValue
$1,220,832Latest year 2024

Participants Over Time

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

840200520142024YearValue
6Latest 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
202416$1,220,832$181,062$30,177iApproximate average salary by contribution assumption: employee only about $754,425 at 4% or $502,950 at 6%; with 50% employer match about $502,950 at 4% or $335,300 at 6%; with 100% employer match about $377,213 at 4% or $251,475 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-6$1,220,832$181,062$30,177iApproximate average salary by contribution assumption: employee only about $754,425 at 4% or $502,950 at 6%; with 50% employer match about $502,950 at 4% or $335,300 at 6%; with 100% employer match about $377,213 at 4% or $251,475 at 6%.
202317$936,983$167,786$23,969iApproximate average salary by contribution assumption: employee only about $599,236 at 4% or $399,490 at 6%; with 50% employer match about $399,490 at 4% or $266,327 at 6%; with 100% employer match about $299,618 at 4% or $199,745 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-7$936,983$167,786$23,969iApproximate average salary by contribution assumption: employee only about $599,236 at 4% or $399,490 at 6%; with 50% employer match about $399,490 at 4% or $266,327 at 6%; with 100% employer match about $299,618 at 4% or $199,745 at 6%.
202215$678,101$89,976$17,995iApproximate average salary by contribution assumption: employee only about $449,880 at 4% or $299,920 at 6%; with 50% employer match about $299,920 at 4% or $199,947 at 6%; with 100% employer match about $224,940 at 4% or $149,960 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-5$678,101$89,976$17,995iApproximate average salary by contribution assumption: employee only about $449,880 at 4% or $299,920 at 6%; with 50% employer match about $299,920 at 4% or $199,947 at 6%; with 100% employer match about $224,940 at 4% or $149,960 at 6%.
202117$692,034$137,442$19,635iApproximate average salary by contribution assumption: employee only about $490,864 at 4% or $327,243 at 6%; with 50% employer match about $327,243 at 4% or $218,162 at 6%; with 100% employer match about $245,432 at 4% or $163,621 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-7$692,034$137,442$19,635iApproximate average salary by contribution assumption: employee only about $490,864 at 4% or $327,243 at 6%; with 50% employer match about $327,243 at 4% or $218,162 at 6%; with 100% employer match about $245,432 at 4% or $163,621 at 6%.
202016$487,499$131,811$21,969iApproximate average salary by contribution assumption: employee only about $549,213 at 4% or $366,142 at 6%; with 50% employer match about $366,142 at 4% or $244,094 at 6%; with 100% employer match about $274,606 at 4% or $183,071 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-6$487,499$131,811$21,969iApproximate average salary by contribution assumption: employee only about $549,213 at 4% or $366,142 at 6%; with 50% employer match about $366,142 at 4% or $244,094 at 6%; with 100% employer match about $274,606 at 4% or $183,071 at 6%.
201915$311,281$123,942$24,788iApproximate average salary by contribution assumption: employee only about $619,710 at 4% or $413,140 at 6%; with 50% employer match about $413,140 at 4% or $275,427 at 6%; with 100% employer match about $309,855 at 4% or $206,570 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-5$311,281$123,942$24,788iApproximate average salary by contribution assumption: employee only about $619,710 at 4% or $413,140 at 6%; with 50% employer match about $413,140 at 4% or $275,427 at 6%; with 100% employer match about $309,855 at 4% or $206,570 at 6%.
201815$164,906$120,736$24,147iApproximate average salary by contribution assumption: employee only about $603,680 at 4% or $402,453 at 6%; with 50% employer match about $402,453 at 4% or $268,302 at 6%; with 100% employer match about $301,840 at 4% or $201,227 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-5$164,906$120,736$24,147iApproximate average salary by contribution assumption: employee only about $603,680 at 4% or $402,453 at 6%; with 50% employer match about $402,453 at 4% or $268,302 at 6%; with 100% employer match about $301,840 at 4% or $201,227 at 6%.
201716$49,535$49,454$8,242iApproximate average salary by contribution assumption: employee only about $206,058 at 4% or $137,372 at 6%; with 50% employer match about $137,372 at 4% or $91,581 at 6%; with 100% employer match about $103,029 at 4% or $68,686 at 6%.
HEATHER RUTHERFORD DDS & EDWARD FONG DDS 401K PROFIT SHARING PLAN-6$49,535$49,454$8,242iApproximate average salary by contribution assumption: employee only about $206,058 at 4% or $137,372 at 6%; with 50% employer match about $137,372 at 4% or $91,581 at 6%; with 100% employer match about $103,029 at 4% or $68,686 at 6%.
201510$0$78,420-
Heather Rutherford Dds Et Al Ptnr 401K Plan-0$0$78,420-
201417$1,466,741$132,356$18,908iApproximate average salary by contribution assumption: employee only about $472,700 at 4% or $315,133 at 6%; with 50% employer match about $315,133 at 4% or $210,089 at 6%; with 100% employer match about $236,350 at 4% or $157,567 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$1,466,741$132,356$18,908iApproximate average salary by contribution assumption: employee only about $472,700 at 4% or $315,133 at 6%; with 50% employer match about $315,133 at 4% or $210,089 at 6%; with 100% employer match about $236,350 at 4% or $157,567 at 6%.
201317$1,269,461$47,857$6,837iApproximate average salary by contribution assumption: employee only about $170,918 at 4% or $113,945 at 6%; with 50% employer match about $113,945 at 4% or $75,963 at 6%; with 100% employer match about $85,459 at 4% or $56,973 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$1,269,461$47,857$6,837iApproximate average salary by contribution assumption: employee only about $170,918 at 4% or $113,945 at 6%; with 50% employer match about $113,945 at 4% or $75,963 at 6%; with 100% employer match about $85,459 at 4% or $56,973 at 6%.
201217$1,097,688$125,848$17,978iApproximate average salary by contribution assumption: employee only about $449,457 at 4% or $299,638 at 6%; with 50% employer match about $299,638 at 4% or $199,759 at 6%; with 100% employer match about $224,729 at 4% or $149,819 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$1,097,688$125,848$17,978iApproximate average salary by contribution assumption: employee only about $449,457 at 4% or $299,638 at 6%; with 50% employer match about $299,638 at 4% or $199,759 at 6%; with 100% employer match about $224,729 at 4% or $149,819 at 6%.
201117$878,722$113,861$16,266iApproximate average salary by contribution assumption: employee only about $406,646 at 4% or $271,098 at 6%; with 50% employer match about $271,098 at 4% or $180,732 at 6%; with 100% employer match about $203,323 at 4% or $135,549 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$878,722$113,861$16,266iApproximate average salary by contribution assumption: employee only about $406,646 at 4% or $271,098 at 6%; with 50% employer match about $271,098 at 4% or $180,732 at 6%; with 100% employer match about $203,323 at 4% or $135,549 at 6%.
201017$771,718$180,296$25,757iApproximate average salary by contribution assumption: employee only about $643,914 at 4% or $429,276 at 6%; with 50% employer match about $429,276 at 4% or $286,184 at 6%; with 100% employer match about $321,957 at 4% or $214,638 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$771,718$180,296$25,757iApproximate average salary by contribution assumption: employee only about $643,914 at 4% or $429,276 at 6%; with 50% employer match about $429,276 at 4% or $286,184 at 6%; with 100% employer match about $321,957 at 4% or $214,638 at 6%.
200915$519,581$121,732$24,346iApproximate average salary by contribution assumption: employee only about $608,660 at 4% or $405,773 at 6%; with 50% employer match about $405,773 at 4% or $270,516 at 6%; with 100% employer match about $304,330 at 4% or $202,887 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-5$519,581$121,732$24,346iApproximate average salary by contribution assumption: employee only about $608,660 at 4% or $405,773 at 6%; with 50% employer match about $405,773 at 4% or $270,516 at 6%; with 100% employer match about $304,330 at 4% or $202,887 at 6%.
200815$318,649$137,726$27,545iApproximate average salary by contribution assumption: employee only about $688,630 at 4% or $459,087 at 6%; with 50% employer match about $459,087 at 4% or $306,058 at 6%; with 100% employer match about $344,315 at 4% or $229,543 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-5$318,649$137,726$27,545iApproximate average salary by contribution assumption: employee only about $688,630 at 4% or $459,087 at 6%; with 50% employer match about $459,087 at 4% or $306,058 at 6%; with 100% employer match about $344,315 at 4% or $229,543 at 6%.
200718$299,924$104,755$13,094iApproximate average salary by contribution assumption: employee only about $327,359 at 4% or $218,240 at 6%; with 50% employer match about $218,240 at 4% or $145,493 at 6%; with 100% employer match about $163,680 at 4% or $109,120 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-8$299,924$104,755$13,094iApproximate average salary by contribution assumption: employee only about $327,359 at 4% or $218,240 at 6%; with 50% employer match about $218,240 at 4% or $145,493 at 6%; with 100% employer match about $163,680 at 4% or $109,120 at 6%.
200617$189,453$139,281$19,897iApproximate average salary by contribution assumption: employee only about $497,432 at 4% or $331,621 at 6%; with 50% employer match about $331,621 at 4% or $221,081 at 6%; with 100% employer match about $248,716 at 4% or $165,811 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$189,453$139,281$19,897iApproximate average salary by contribution assumption: employee only about $497,432 at 4% or $331,621 at 6%; with 50% employer match about $331,621 at 4% or $221,081 at 6%; with 100% employer match about $248,716 at 4% or $165,811 at 6%.
200517$40,984$41,952$5,993iApproximate average salary by contribution assumption: employee only about $149,829 at 4% or $99,886 at 6%; with 50% employer match about $99,886 at 4% or $66,590 at 6%; with 100% employer match about $74,914 at 4% or $49,943 at 6%.
Heather Rutherford Dds Et Al Ptnr 401K Plan-7$40,984$41,952$5,993iApproximate average salary by contribution assumption: employee only about $149,829 at 4% or $99,886 at 6%; with 50% employer match about $99,886 at 4% or $66,590 at 6%; with 100% employer match about $74,914 at 4% or $49,943 at 6%.