James S. Peterson, Dds, Pa
Plan context: James S. Peterson, Dds, Pa 401(K) Plan
EIN 20-1175105 • Coppell, TX • 15 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,260,277
2025 Contributions
$105,290
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 | 6 | $2,260,277 | $105,290 | $17,548iApproximate average salary by contribution assumption: employee only about $438,708 at 4% or $292,472 at 6%; with 50% employer match about $292,472 at 4% or $194,981 at 6%; with 100% employer match about $219,354 at 4% or $146,236 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $2,260,277 | $105,290 | $17,548iApproximate average salary by contribution assumption: employee only about $438,708 at 4% or $292,472 at 6%; with 50% employer match about $292,472 at 4% or $194,981 at 6%; with 100% employer match about $219,354 at 4% or $146,236 at 6%. |
| 2024 | 1 | 6 | $1,843,316 | $102,504 | $17,084iApproximate average salary by contribution assumption: employee only about $427,100 at 4% or $284,733 at 6%; with 50% employer match about $284,733 at 4% or $189,822 at 6%; with 100% employer match about $213,550 at 4% or $142,367 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $1,843,316 | $102,504 | $17,084iApproximate average salary by contribution assumption: employee only about $427,100 at 4% or $284,733 at 6%; with 50% employer match about $284,733 at 4% or $189,822 at 6%; with 100% employer match about $213,550 at 4% or $142,367 at 6%. |
| 2023 | 1 | 7 | $1,646,914 | $102,194 | $14,599iApproximate average salary by contribution assumption: employee only about $364,979 at 4% or $243,319 at 6%; with 50% employer match about $243,319 at 4% or $162,213 at 6%; with 100% employer match about $182,489 at 4% or $121,660 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 7 | $1,646,914 | $102,194 | $14,599iApproximate average salary by contribution assumption: employee only about $364,979 at 4% or $243,319 at 6%; with 50% employer match about $243,319 at 4% or $162,213 at 6%; with 100% employer match about $182,489 at 4% or $121,660 at 6%. |
| 2022 | 1 | 6 | $1,319,304 | $98,445 | $16,408iApproximate average salary by contribution assumption: employee only about $410,188 at 4% or $273,458 at 6%; with 50% employer match about $273,458 at 4% or $182,306 at 6%; with 100% employer match about $205,094 at 4% or $136,729 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $1,319,304 | $98,445 | $16,408iApproximate average salary by contribution assumption: employee only about $410,188 at 4% or $273,458 at 6%; with 50% employer match about $273,458 at 4% or $182,306 at 6%; with 100% employer match about $205,094 at 4% or $136,729 at 6%. |
| 2021 | 1 | 6 | $1,468,212 | $86,656 | $14,443iApproximate average salary by contribution assumption: employee only about $361,067 at 4% or $240,711 at 6%; with 50% employer match about $240,711 at 4% or $160,474 at 6%; with 100% employer match about $180,533 at 4% or $120,356 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $1,468,212 | $86,656 | $14,443iApproximate average salary by contribution assumption: employee only about $361,067 at 4% or $240,711 at 6%; with 50% employer match about $240,711 at 4% or $160,474 at 6%; with 100% employer match about $180,533 at 4% or $120,356 at 6%. |
| 2020 | 1 | 6 | $1,216,196 | $81,022 | $13,504iApproximate average salary by contribution assumption: employee only about $337,592 at 4% or $225,061 at 6%; with 50% employer match about $225,061 at 4% or $150,041 at 6%; with 100% employer match about $168,796 at 4% or $112,531 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $1,216,196 | $81,022 | $13,504iApproximate average salary by contribution assumption: employee only about $337,592 at 4% or $225,061 at 6%; with 50% employer match about $225,061 at 4% or $150,041 at 6%; with 100% employer match about $168,796 at 4% or $112,531 at 6%. |
| 2019 | 1 | 5 | $976,043 | $77,240 | $15,448iApproximate average salary by contribution assumption: employee only about $386,200 at 4% or $257,467 at 6%; with 50% employer match about $257,467 at 4% or $171,644 at 6%; with 100% employer match about $193,100 at 4% or $128,733 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $976,043 | $77,240 | $15,448iApproximate average salary by contribution assumption: employee only about $386,200 at 4% or $257,467 at 6%; with 50% employer match about $257,467 at 4% or $171,644 at 6%; with 100% employer match about $193,100 at 4% or $128,733 at 6%. |
| 2018 | 1 | 5 | $730,667 | $77,472 | $15,494iApproximate average salary by contribution assumption: employee only about $387,360 at 4% or $258,240 at 6%; with 50% employer match about $258,240 at 4% or $172,160 at 6%; with 100% employer match about $193,680 at 4% or $129,120 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $730,667 | $77,472 | $15,494iApproximate average salary by contribution assumption: employee only about $387,360 at 4% or $258,240 at 6%; with 50% employer match about $258,240 at 4% or $172,160 at 6%; with 100% employer match about $193,680 at 4% or $129,120 at 6%. |
| 2017 | 1 | 5 | $664,626 | $74,772 | $14,954iApproximate average salary by contribution assumption: employee only about $373,860 at 4% or $249,240 at 6%; with 50% employer match about $249,240 at 4% or $166,160 at 6%; with 100% employer match about $186,930 at 4% or $124,620 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $664,626 | $74,772 | $14,954iApproximate average salary by contribution assumption: employee only about $373,860 at 4% or $249,240 at 6%; with 50% employer match about $249,240 at 4% or $166,160 at 6%; with 100% employer match about $186,930 at 4% or $124,620 at 6%. |
| 2016 | 1 | 5 | $502,446 | $74,884 | $14,977iApproximate average salary by contribution assumption: employee only about $374,420 at 4% or $249,613 at 6%; with 50% employer match about $249,613 at 4% or $166,409 at 6%; with 100% employer match about $187,210 at 4% or $124,807 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $502,446 | $74,884 | $14,977iApproximate average salary by contribution assumption: employee only about $374,420 at 4% or $249,613 at 6%; with 50% employer match about $249,613 at 4% or $166,409 at 6%; with 100% employer match about $187,210 at 4% or $124,807 at 6%. |
| 2015 | 1 | 5 | $403,933 | $73,706 | $14,741iApproximate average salary by contribution assumption: employee only about $368,530 at 4% or $245,687 at 6%; with 50% employer match about $245,687 at 4% or $163,791 at 6%; with 100% employer match about $184,265 at 4% or $122,843 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $403,933 | $73,706 | $14,741iApproximate average salary by contribution assumption: employee only about $368,530 at 4% or $245,687 at 6%; with 50% employer match about $245,687 at 4% or $163,791 at 6%; with 100% employer match about $184,265 at 4% or $122,843 at 6%. |
| 2014 | 1 | 5 | $338,272 | $71,824 | $14,365iApproximate average salary by contribution assumption: employee only about $359,120 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,609 at 6%; with 100% employer match about $179,560 at 4% or $119,707 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $338,272 | $71,824 | $14,365iApproximate average salary by contribution assumption: employee only about $359,120 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,609 at 6%; with 100% employer match about $179,560 at 4% or $119,707 at 6%. |
| 2013 | 1 | 6 | $243,857 | $70,767 | $11,795iApproximate average salary by contribution assumption: employee only about $294,863 at 4% or $196,575 at 6%; with 50% employer match about $196,575 at 4% or $131,050 at 6%; with 100% employer match about $147,431 at 4% or $98,288 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 6 | $243,857 | $70,767 | $11,795iApproximate average salary by contribution assumption: employee only about $294,863 at 4% or $196,575 at 6%; with 50% employer match about $196,575 at 4% or $131,050 at 6%; with 100% employer match about $147,431 at 4% or $98,288 at 6%. |
| 2012 | 1 | 5 | $137,107 | $69,910 | $13,982iApproximate average salary by contribution assumption: employee only about $349,550 at 4% or $233,033 at 6%; with 50% employer match about $233,033 at 4% or $155,356 at 6%; with 100% employer match about $174,775 at 4% or $116,517 at 6%. |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 5 | $137,107 | $69,910 | $13,982iApproximate average salary by contribution assumption: employee only about $349,550 at 4% or $233,033 at 6%; with 50% employer match about $233,033 at 4% or $155,356 at 6%; with 100% employer match about $174,775 at 4% or $116,517 at 6%. |
| 2011 | 1 | 0 | $64,342 | $67,554 | - |
| James S. Peterson, Dds, Pa 401(K) Plan | - | 0 | $64,342 | $67,554 | - |