Civic Intelligence

PETER R. VANDERSLOOT, DDS, P.C. LAUREN T. PHAN, DDS, A P.D.C.

Plan context: VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN

EIN 20-1465678 • Tracy, CA • 30 filings • 3 plans

2850 N. Tracy Blvd, Suite 102Tracy, CA 95376
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$6,156,030

2025 Contributions

$208,632

Historical Graphs

Total Assets Over Time

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

$6,156,030$3,078,015$0200820172025YearValue
$6,156,030Latest year 2025

Participants Over Time

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

1470200720162025YearValue
9Latest 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
202529$6,156,030$208,632$23,181iApproximate average salary by contribution assumption: employee only about $579,533 at 4% or $386,356 at 6%; with 50% employer match about $386,356 at 4% or $257,570 at 6%; with 100% employer match about $289,767 at 4% or $193,178 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-9$4,386,580$118,632$13,181iApproximate average salary by contribution assumption: employee only about $329,533 at 4% or $219,689 at 6%; with 50% employer match about $219,689 at 4% or $146,459 at 6%; with 100% employer match about $164,767 at 4% or $109,844 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-5$1,769,450$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2024211$5,346,795$210,749$19,159iApproximate average salary by contribution assumption: employee only about $478,975 at 4% or $319,317 at 6%; with 50% employer match about $319,317 at 4% or $212,878 at 6%; with 100% employer match about $239,488 at 4% or $159,658 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$3,859,554$114,265$10,388iApproximate average salary by contribution assumption: employee only about $259,693 at 4% or $173,129 at 6%; with 50% employer match about $173,129 at 4% or $115,419 at 6%; with 100% employer match about $129,847 at 4% or $86,564 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-7$1,487,241$96,484$13,783iApproximate average salary by contribution assumption: employee only about $344,586 at 4% or $229,724 at 6%; with 50% employer match about $229,724 at 4% or $153,149 at 6%; with 100% employer match about $172,293 at 4% or $114,862 at 6%.
2023213$4,728,360$225,158$17,320iApproximate average salary by contribution assumption: employee only about $432,996 at 4% or $288,664 at 6%; with 50% employer match about $288,664 at 4% or $192,443 at 6%; with 100% employer match about $216,498 at 4% or $144,332 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-13$3,470,839$128,332$9,872iApproximate average salary by contribution assumption: employee only about $246,792 at 4% or $164,528 at 6%; with 50% employer match about $164,528 at 4% or $109,685 at 6%; with 100% employer match about $123,396 at 4% or $82,264 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-9$1,257,521$96,826$10,758iApproximate average salary by contribution assumption: employee only about $268,961 at 4% or $179,307 at 6%; with 50% employer match about $179,307 at 4% or $119,538 at 6%; with 100% employer match about $134,481 at 4% or $89,654 at 6%.
2022214$3,978,042$225,409$16,101iApproximate average salary by contribution assumption: employee only about $402,516 at 4% or $268,344 at 6%; with 50% employer match about $268,344 at 4% or $178,896 at 6%; with 100% employer match about $201,258 at 4% or $134,172 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-14$2,958,200$127,397$9,100iApproximate average salary by contribution assumption: employee only about $227,495 at 4% or $151,663 at 6%; with 50% employer match about $151,663 at 4% or $101,109 at 6%; with 100% employer match about $113,747 at 4% or $75,832 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-10$1,019,842$98,012$9,801iApproximate average salary by contribution assumption: employee only about $245,030 at 4% or $163,353 at 6%; with 50% employer match about $163,353 at 4% or $108,902 at 6%; with 100% employer match about $122,515 at 4% or $81,677 at 6%.
2021211$4,274,117$214,282$19,480iApproximate average salary by contribution assumption: employee only about $487,005 at 4% or $324,670 at 6%; with 50% employer match about $324,670 at 4% or $216,446 at 6%; with 100% employer match about $243,502 at 4% or $162,335 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$3,222,316$119,399$10,854iApproximate average salary by contribution assumption: employee only about $271,361 at 4% or $180,908 at 6%; with 50% employer match about $180,908 at 4% or $120,605 at 6%; with 100% employer match about $135,681 at 4% or $90,454 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-10$1,051,801$94,883$9,488iApproximate average salary by contribution assumption: employee only about $237,207 at 4% or $158,138 at 6%; with 50% employer match about $158,138 at 4% or $105,426 at 6%; with 100% employer match about $118,604 at 4% or $79,069 at 6%.
2020212$3,676,087$217,893$18,158iApproximate average salary by contribution assumption: employee only about $453,944 at 4% or $302,629 at 6%; with 50% employer match about $302,629 at 4% or $201,753 at 6%; with 100% employer match about $226,972 at 4% or $151,315 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-12$2,811,159$122,427$10,202iApproximate average salary by contribution assumption: employee only about $255,056 at 4% or $170,038 at 6%; with 50% employer match about $170,038 at 4% or $113,358 at 6%; with 100% employer match about $127,528 at 4% or $85,019 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-11$864,928$95,466$8,679iApproximate average salary by contribution assumption: employee only about $216,968 at 4% or $144,645 at 6%; with 50% employer match about $144,645 at 4% or $96,430 at 6%; with 100% employer match about $108,484 at 4% or $72,323 at 6%.
2019210$3,074,604$212,272$21,227iApproximate average salary by contribution assumption: employee only about $530,680 at 4% or $353,787 at 6%; with 50% employer match about $353,787 at 4% or $235,858 at 6%; with 100% employer match about $265,340 at 4% or $176,893 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-10$2,393,705$118,527$11,853iApproximate average salary by contribution assumption: employee only about $296,318 at 4% or $197,545 at 6%; with 50% employer match about $197,545 at 4% or $131,697 at 6%; with 100% employer match about $148,159 at 4% or $98,773 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-8$680,899$93,745$11,718iApproximate average salary by contribution assumption: employee only about $292,953 at 4% or $195,302 at 6%; with 50% employer match about $195,302 at 4% or $130,201 at 6%; with 100% employer match about $146,477 at 4% or $97,651 at 6%.
2018211$2,472,583$213,291$19,390iApproximate average salary by contribution assumption: employee only about $484,752 at 4% or $323,168 at 6%; with 50% employer match about $323,168 at 4% or $215,445 at 6%; with 100% employer match about $242,376 at 4% or $161,584 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$1,971,396$118,423$10,766iApproximate average salary by contribution assumption: employee only about $269,143 at 4% or $179,429 at 6%; with 50% employer match about $179,429 at 4% or $119,619 at 6%; with 100% employer match about $134,572 at 4% or $89,714 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-9$501,187$94,868$10,541iApproximate average salary by contribution assumption: employee only about $263,522 at 4% or $175,681 at 6%; with 50% employer match about $175,681 at 4% or $117,121 at 6%; with 100% employer match about $131,761 at 4% or $87,841 at 6%.
2017211$2,355,429$205,706$18,701iApproximate average salary by contribution assumption: employee only about $467,514 at 4% or $311,676 at 6%; with 50% employer match about $311,676 at 4% or $207,784 at 6%; with 100% employer match about $233,757 at 4% or $155,838 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$1,930,824$109,512$9,956iApproximate average salary by contribution assumption: employee only about $248,891 at 4% or $165,927 at 6%; with 50% employer match about $165,927 at 4% or $110,618 at 6%; with 100% employer match about $124,445 at 4% or $82,964 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-10$424,605$96,194$9,619iApproximate average salary by contribution assumption: employee only about $240,485 at 4% or $160,323 at 6%; with 50% employer match about $160,323 at 4% or $106,882 at 6%; with 100% employer match about $120,243 at 4% or $80,162 at 6%.
2016211$1,877,161$242,698$22,063iApproximate average salary by contribution assumption: employee only about $551,586 at 4% or $367,724 at 6%; with 50% employer match about $367,724 at 4% or $245,149 at 6%; with 100% employer match about $275,793 at 4% or $183,862 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$1,593,581$106,440$9,676iApproximate average salary by contribution assumption: employee only about $241,909 at 4% or $161,273 at 6%; with 50% employer match about $161,273 at 4% or $107,515 at 6%; with 100% employer match about $120,955 at 4% or $80,636 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-9$283,580$136,258$15,140iApproximate average salary by contribution assumption: employee only about $378,494 at 4% or $252,330 at 6%; with 50% employer match about $252,330 at 4% or $168,220 at 6%; with 100% employer match about $189,247 at 4% or $126,165 at 6%.
2015211$1,543,227$242,077$22,007iApproximate average salary by contribution assumption: employee only about $550,175 at 4% or $366,783 at 6%; with 50% employer match about $366,783 at 4% or $244,522 at 6%; with 100% employer match about $275,088 at 4% or $183,392 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-11$1,410,514$107,755$9,796iApproximate average salary by contribution assumption: employee only about $244,898 at 4% or $163,265 at 6%; with 50% employer match about $163,265 at 4% or $108,843 at 6%; with 100% employer match about $122,449 at 4% or $81,633 at 6%.
VANDERSLOOT AND PHAN CASH BALANCE PLAN-8$132,713$134,322$16,790iApproximate average salary by contribution assumption: employee only about $419,756 at 4% or $279,838 at 6%; with 50% employer match about $279,838 at 4% or $186,558 at 6%; with 100% employer match about $209,878 at 4% or $139,919 at 6%.
2014110$1,312,495$129,009$12,901iApproximate average salary by contribution assumption: employee only about $322,523 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,343 at 6%; with 100% employer match about $161,261 at 4% or $107,508 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-10$1,312,495$129,009$12,901iApproximate average salary by contribution assumption: employee only about $322,523 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,343 at 6%; with 100% employer match about $161,261 at 4% or $107,508 at 6%.
201318$1,134,096$117,954$14,744iApproximate average salary by contribution assumption: employee only about $368,606 at 4% or $245,738 at 6%; with 50% employer match about $245,738 at 4% or $163,825 at 6%; with 100% employer match about $184,303 at 4% or $122,869 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-8$1,134,096$117,954$14,744iApproximate average salary by contribution assumption: employee only about $368,606 at 4% or $245,738 at 6%; with 50% employer match about $245,738 at 4% or $163,825 at 6%; with 100% employer match about $184,303 at 4% or $122,869 at 6%.
201219$896,344$119,609$13,290iApproximate average salary by contribution assumption: employee only about $332,247 at 4% or $221,498 at 6%; with 50% employer match about $221,498 at 4% or $147,665 at 6%; with 100% employer match about $166,124 at 4% or $110,749 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-9$896,344$119,609$13,290iApproximate average salary by contribution assumption: employee only about $332,247 at 4% or $221,498 at 6%; with 50% employer match about $221,498 at 4% or $147,665 at 6%; with 100% employer match about $166,124 at 4% or $110,749 at 6%.
201119$703,367$92,388$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-9$703,367$92,388$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
201019$628,824$108,315$12,035iApproximate average salary by contribution assumption: employee only about $300,875 at 4% or $200,583 at 6%; with 50% employer match about $200,583 at 4% or $133,722 at 6%; with 100% employer match about $150,438 at 4% or $100,292 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-9$628,824$108,315$12,035iApproximate average salary by contribution assumption: employee only about $300,875 at 4% or $200,583 at 6%; with 50% employer match about $200,583 at 4% or $133,722 at 6%; with 100% employer match about $150,438 at 4% or $100,292 at 6%.
200918$471,642$119,076$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
VANDERSLOOT AND PHAN 401(K) PROFIT SHARING PLAN-8$471,642$119,076$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
200817$298,411$252,656$36,094iApproximate average salary by contribution assumption: employee only about $902,343 at 4% or $601,562 at 6%; with 50% employer match about $601,562 at 4% or $401,041 at 6%; with 100% employer match about $451,171 at 4% or $300,781 at 6%.
VANDERSLOOT AND PHAN 401K PROFIT SHARING PLAN-7$298,411$252,656$36,094iApproximate average salary by contribution assumption: employee only about $902,343 at 4% or $601,562 at 6%; with 50% employer match about $601,562 at 4% or $401,041 at 6%; with 100% employer match about $451,171 at 4% or $300,781 at 6%.
200716$0$0-
VANDERSLOOT AND PHAN 401K PROFIT SHARING PLAN-6---