Civic Intelligence

Jason P. Lipton, D.D.S.

Plan context: Jason P. Lipton, D.D.S. 401(K) Plan & Trust

EIN 20-0579547 • San Mateo, CA • 18 filings • 2 plans

351 North San Mateo DriveSan Mateo, CA 94401
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,073,392

2025 Contributions

$86,738

Historical Graphs

Total Assets Over Time

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

$2,073,392$1,036,696$0200920172025YearValue
$2,073,392Latest year 2025

Participants Over Time

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

1160200920172025YearValue
5Latest year 2025

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
202515$2,073,392$86,738$17,348iApproximate average salary by contribution assumption: employee only about $433,690 at 4% or $289,127 at 6%; with 50% employer match about $289,127 at 4% or $192,751 at 6%; with 100% employer match about $216,845 at 4% or $144,563 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$2,073,392$86,738$17,348iApproximate average salary by contribution assumption: employee only about $433,690 at 4% or $289,127 at 6%; with 50% employer match about $289,127 at 4% or $192,751 at 6%; with 100% employer match about $216,845 at 4% or $144,563 at 6%.
202416$1,677,420$72,648$12,108iApproximate average salary by contribution assumption: employee only about $302,700 at 4% or $201,800 at 6%; with 50% employer match about $201,800 at 4% or $134,533 at 6%; with 100% employer match about $151,350 at 4% or $100,900 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-6$1,677,420$72,648$12,108iApproximate average salary by contribution assumption: employee only about $302,700 at 4% or $201,800 at 6%; with 50% employer match about $201,800 at 4% or $134,533 at 6%; with 100% employer match about $151,350 at 4% or $100,900 at 6%.
202315$1,349,735$74,413$14,883iApproximate average salary by contribution assumption: employee only about $372,065 at 4% or $248,043 at 6%; with 50% employer match about $248,043 at 4% or $165,362 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$1,349,735$74,413$14,883iApproximate average salary by contribution assumption: employee only about $372,065 at 4% or $248,043 at 6%; with 50% employer match about $248,043 at 4% or $165,362 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
202217$1,046,075$43,664$6,238iApproximate average salary by contribution assumption: employee only about $155,943 at 4% or $103,962 at 6%; with 50% employer match about $103,962 at 4% or $69,308 at 6%; with 100% employer match about $77,971 at 4% or $51,981 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-7$1,046,075$43,664$6,238iApproximate average salary by contribution assumption: employee only about $155,943 at 4% or $103,962 at 6%; with 50% employer match about $103,962 at 4% or $69,308 at 6%; with 100% employer match about $77,971 at 4% or $51,981 at 6%.
202118$1,241,997$52,532$6,567iApproximate average salary by contribution assumption: employee only about $164,163 at 4% or $109,442 at 6%; with 50% employer match about $109,442 at 4% or $72,961 at 6%; with 100% employer match about $82,081 at 4% or $54,721 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-8$1,241,997$52,532$6,567iApproximate average salary by contribution assumption: employee only about $164,163 at 4% or $109,442 at 6%; with 50% employer match about $109,442 at 4% or $72,961 at 6%; with 100% employer match about $82,081 at 4% or $54,721 at 6%.
202017$984,447$25,376$3,625iApproximate average salary by contribution assumption: employee only about $90,629 at 4% or $60,419 at 6%; with 50% employer match about $60,419 at 4% or $40,279 at 6%; with 100% employer match about $45,314 at 4% or $30,210 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-7$984,447$25,376$3,625iApproximate average salary by contribution assumption: employee only about $90,629 at 4% or $60,419 at 6%; with 50% employer match about $60,419 at 4% or $40,279 at 6%; with 100% employer match about $45,314 at 4% or $30,210 at 6%.
201916$887,001$14,863$2,477iApproximate average salary by contribution assumption: employee only about $61,929 at 4% or $41,286 at 6%; with 50% employer match about $41,286 at 4% or $27,524 at 6%; with 100% employer match about $30,965 at 4% or $20,643 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-6$887,001$14,863$2,477iApproximate average salary by contribution assumption: employee only about $61,929 at 4% or $41,286 at 6%; with 50% employer match about $41,286 at 4% or $27,524 at 6%; with 100% employer match about $30,965 at 4% or $20,643 at 6%.
201816$704,014$44,289$7,382iApproximate average salary by contribution assumption: employee only about $184,538 at 4% or $123,025 at 6%; with 50% employer match about $123,025 at 4% or $82,017 at 6%; with 100% employer match about $92,269 at 4% or $61,513 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-6$704,014$44,289$7,382iApproximate average salary by contribution assumption: employee only about $184,538 at 4% or $123,025 at 6%; with 50% employer match about $123,025 at 4% or $82,017 at 6%; with 100% employer match about $92,269 at 4% or $61,513 at 6%.
201715$693,297$46,826$9,365iApproximate average salary by contribution assumption: employee only about $234,130 at 4% or $156,087 at 6%; with 50% employer match about $156,087 at 4% or $104,058 at 6%; with 100% employer match about $117,065 at 4% or $78,043 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$693,297$46,826$9,365iApproximate average salary by contribution assumption: employee only about $234,130 at 4% or $156,087 at 6%; with 50% employer match about $156,087 at 4% or $104,058 at 6%; with 100% employer match about $117,065 at 4% or $78,043 at 6%.
201615$563,800$52,792$10,558iApproximate average salary by contribution assumption: employee only about $263,960 at 4% or $175,973 at 6%; with 50% employer match about $175,973 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$563,800$52,792$10,558iApproximate average salary by contribution assumption: employee only about $263,960 at 4% or $175,973 at 6%; with 50% employer match about $175,973 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
201515$474,649$50,612$10,122iApproximate average salary by contribution assumption: employee only about $253,060 at 4% or $168,707 at 6%; with 50% employer match about $168,707 at 4% or $112,471 at 6%; with 100% employer match about $126,530 at 4% or $84,353 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$474,649$50,612$10,122iApproximate average salary by contribution assumption: employee only about $253,060 at 4% or $168,707 at 6%; with 50% employer match about $168,707 at 4% or $112,471 at 6%; with 100% employer match about $126,530 at 4% or $84,353 at 6%.
201415$407,971$49,287$9,857iApproximate average salary by contribution assumption: employee only about $246,435 at 4% or $164,290 at 6%; with 50% employer match about $164,290 at 4% or $109,527 at 6%; with 100% employer match about $123,218 at 4% or $82,145 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$407,971$49,287$9,857iApproximate average salary by contribution assumption: employee only about $246,435 at 4% or $164,290 at 6%; with 50% employer match about $164,290 at 4% or $109,527 at 6%; with 100% employer match about $123,218 at 4% or $82,145 at 6%.
201315$330,358$45,539$9,108iApproximate average salary by contribution assumption: employee only about $227,695 at 4% or $151,797 at 6%; with 50% employer match about $151,797 at 4% or $101,198 at 6%; with 100% employer match about $113,847 at 4% or $75,898 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$330,358$45,539$9,108iApproximate average salary by contribution assumption: employee only about $227,695 at 4% or $151,797 at 6%; with 50% employer match about $151,797 at 4% or $101,198 at 6%; with 100% employer match about $113,847 at 4% or $75,898 at 6%.
201215$222,351$42,417$8,483iApproximate average salary by contribution assumption: employee only about $212,085 at 4% or $141,390 at 6%; with 50% employer match about $141,390 at 4% or $94,260 at 6%; with 100% employer match about $106,043 at 4% or $70,695 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-5$222,351$42,417$8,483iApproximate average salary by contribution assumption: employee only about $212,085 at 4% or $141,390 at 6%; with 50% employer match about $141,390 at 4% or $94,260 at 6%; with 100% employer match about $106,043 at 4% or $70,695 at 6%.
201114$161,815$29,350$7,338iApproximate average salary by contribution assumption: employee only about $183,438 at 4% or $122,292 at 6%; with 50% employer match about $122,292 at 4% or $81,528 at 6%; with 100% employer match about $91,719 at 4% or $61,146 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-4$161,815$29,350$7,338iApproximate average salary by contribution assumption: employee only about $183,438 at 4% or $122,292 at 6%; with 50% employer match about $122,292 at 4% or $81,528 at 6%; with 100% employer match about $91,719 at 4% or $61,146 at 6%.
201024$138,929$127,124$31,781iApproximate average salary by contribution assumption: employee only about $794,525 at 4% or $529,683 at 6%; with 50% employer match about $529,683 at 4% or $353,122 at 6%; with 100% employer match about $397,263 at 4% or $264,842 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-4$138,929$127,124$31,781iApproximate average salary by contribution assumption: employee only about $794,525 at 4% or $529,683 at 6%; with 50% employer match about $529,683 at 4% or $353,122 at 6%; with 100% employer match about $397,263 at 4% or $264,842 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-0$0$0-
2009111$130,375$32,522$2,957iApproximate average salary by contribution assumption: employee only about $73,914 at 4% or $49,276 at 6%; with 50% employer match about $49,276 at 4% or $32,851 at 6%; with 100% employer match about $36,957 at 4% or $24,638 at 6%.
Jason P. Lipton, D.D.S. 401(K) Plan & Trust-11$130,375$32,522$2,957iApproximate average salary by contribution assumption: employee only about $73,914 at 4% or $49,276 at 6%; with 50% employer match about $49,276 at 4% or $32,851 at 6%; with 100% employer match about $36,957 at 4% or $24,638 at 6%.