Jacob Werba, D.D.S. Ltd.
Plan context: Jacob Werba, D.D.S. 401(K) Profit Sharing Plan
EIN 20-0639829 • 10 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$975,654
2023 Contributions
$25,163
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 3 | $975,654 | $0 | - |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $975,654 | - | - |
| 2022 | 1 | 3 | $641,674 | $0 | - |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $641,674 | - | - |
| 2021 | 1 | 3 | $913,390 | $0 | - |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $913,390 | - | - |
| 2020 | 1 | 3 | $743,077 | $25,163 | $8,388iApproximate average salary by contribution assumption: employee only about $209,692 at 4% or $139,794 at 6%; with 50% employer match about $139,794 at 4% or $93,196 at 6%; with 100% employer match about $104,846 at 4% or $69,897 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $743,077 | $25,163 | $8,388iApproximate average salary by contribution assumption: employee only about $209,692 at 4% or $139,794 at 6%; with 50% employer match about $139,794 at 4% or $93,196 at 6%; with 100% employer match about $104,846 at 4% or $69,897 at 6%. |
| 2019 | 1 | 3 | $559,082 | $28,384 | $9,461iApproximate average salary by contribution assumption: employee only about $236,533 at 4% or $157,689 at 6%; with 50% employer match about $157,689 at 4% or $105,126 at 6%; with 100% employer match about $118,267 at 4% or $78,844 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $559,082 | $28,384 | $9,461iApproximate average salary by contribution assumption: employee only about $236,533 at 4% or $157,689 at 6%; with 50% employer match about $157,689 at 4% or $105,126 at 6%; with 100% employer match about $118,267 at 4% or $78,844 at 6%. |
| 2018 | 1 | 3 | $437,300 | $47,930 | $15,977iApproximate average salary by contribution assumption: employee only about $399,417 at 4% or $266,278 at 6%; with 50% employer match about $266,278 at 4% or $177,519 at 6%; with 100% employer match about $199,708 at 4% or $133,139 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 3 | $437,300 | $47,930 | $15,977iApproximate average salary by contribution assumption: employee only about $399,417 at 4% or $266,278 at 6%; with 50% employer match about $266,278 at 4% or $177,519 at 6%; with 100% employer match about $199,708 at 4% or $133,139 at 6%. |
| 2017 | 1 | 4 | $385,217 | $63,556 | $15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 4 | $385,217 | $63,556 | $15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%. |
| 2016 | 1 | 4 | $279,064 | $63,820 | $15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 4 | $279,064 | $63,820 | $15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%. |
| 2015 | 2 | 4 | $182,501 | $182,501 | $45,625iApproximate average salary by contribution assumption: employee only about $1,140,631 at 4% or $760,421 at 6%; with 50% employer match about $760,421 at 4% or $506,947 at 6%; with 100% employer match about $570,316 at 4% or $380,210 at 6%. |
| Jacob Werba, D.D.S. 401(K) Profit Sharing Plan | - | 4 | $182,501 | $182,501 | $45,625iApproximate average salary by contribution assumption: employee only about $1,140,631 at 4% or $760,421 at 6%; with 50% employer match about $760,421 at 4% or $506,947 at 6%; with 100% employer match about $570,316 at 4% or $380,210 at 6%. |
| Jacob Werba, D. D. S. Defined Benefit Pension Plan | - | 0 | - | - | - |