Derik E. Utz, D.D.S. LLC
Plan context: Derik E. Utz 401(K) Plan
EIN 20-1997231 • Bowling Green, OH • 16 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$2,531,496
2025 Contributions
$74,028
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 | 11 | $2,531,496 | $74,028 | $6,730iApproximate average salary by contribution assumption: employee only about $168,245 at 4% or $112,164 at 6%; with 50% employer match about $112,164 at 4% or $74,776 at 6%; with 100% employer match about $84,123 at 4% or $56,082 at 6%. |
| Derik E. Utz 401(K) Plan | - | 11 | $2,531,496 | $74,028 | $6,730iApproximate average salary by contribution assumption: employee only about $168,245 at 4% or $112,164 at 6%; with 50% employer match about $112,164 at 4% or $74,776 at 6%; with 100% employer match about $84,123 at 4% or $56,082 at 6%. |
| 2024 | 1 | 11 | $2,212,522 | $66,262 | $6,024iApproximate average salary by contribution assumption: employee only about $150,595 at 4% or $100,397 at 6%; with 50% employer match about $100,397 at 4% or $66,931 at 6%; with 100% employer match about $75,298 at 4% or $50,198 at 6%. |
| Derik E. Utz 401(K) Plan | - | 11 | $2,212,522 | $66,262 | $6,024iApproximate average salary by contribution assumption: employee only about $150,595 at 4% or $100,397 at 6%; with 50% employer match about $100,397 at 4% or $66,931 at 6%; with 100% employer match about $75,298 at 4% or $50,198 at 6%. |
| 2023 | 1 | 11 | $2,044,181 | $64,944 | $5,904iApproximate average salary by contribution assumption: employee only about $147,600 at 4% or $98,400 at 6%; with 50% employer match about $98,400 at 4% or $65,600 at 6%; with 100% employer match about $73,800 at 4% or $49,200 at 6%. |
| Derik E. Utz 401(K) Plan | - | 11 | $2,044,181 | $64,944 | $5,904iApproximate average salary by contribution assumption: employee only about $147,600 at 4% or $98,400 at 6%; with 50% employer match about $98,400 at 4% or $65,600 at 6%; with 100% employer match about $73,800 at 4% or $49,200 at 6%. |
| 2022 | 1 | 11 | $1,666,423 | $69,063 | $6,278iApproximate average salary by contribution assumption: employee only about $156,961 at 4% or $104,641 at 6%; with 50% employer match about $104,641 at 4% or $69,761 at 6%; with 100% employer match about $78,481 at 4% or $52,320 at 6%. |
| Derik E. Utz 401(K) Plan | - | 11 | $1,666,423 | $69,063 | $6,278iApproximate average salary by contribution assumption: employee only about $156,961 at 4% or $104,641 at 6%; with 50% employer match about $104,641 at 4% or $69,761 at 6%; with 100% employer match about $78,481 at 4% or $52,320 at 6%. |
| 2021 | 1 | 9 | $2,383,376 | $63,490 | $7,054iApproximate average salary by contribution assumption: employee only about $176,361 at 4% or $117,574 at 6%; with 50% employer match about $117,574 at 4% or $78,383 at 6%; with 100% employer match about $88,181 at 4% or $58,787 at 6%. |
| Derik E. Utz 401(K) Plan | - | 9 | $2,383,376 | $63,490 | $7,054iApproximate average salary by contribution assumption: employee only about $176,361 at 4% or $117,574 at 6%; with 50% employer match about $117,574 at 4% or $78,383 at 6%; with 100% employer match about $88,181 at 4% or $58,787 at 6%. |
| 2020 | 1 | 9 | $2,247,337 | $70,083 | $7,787iApproximate average salary by contribution assumption: employee only about $194,675 at 4% or $129,783 at 6%; with 50% employer match about $129,783 at 4% or $86,522 at 6%; with 100% employer match about $97,338 at 4% or $64,892 at 6%. |
| Derik E. Utz 401(K) Plan | - | 9 | $2,247,337 | $70,083 | $7,787iApproximate average salary by contribution assumption: employee only about $194,675 at 4% or $129,783 at 6%; with 50% employer match about $129,783 at 4% or $86,522 at 6%; with 100% employer match about $97,338 at 4% or $64,892 at 6%. |
| 2019 | 1 | 8 | $2,013,750 | $72,708 | $9,089iApproximate average salary by contribution assumption: employee only about $227,213 at 4% or $151,475 at 6%; with 50% employer match about $151,475 at 4% or $100,983 at 6%; with 100% employer match about $113,606 at 4% or $75,738 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $2,013,750 | $72,708 | $9,089iApproximate average salary by contribution assumption: employee only about $227,213 at 4% or $151,475 at 6%; with 50% employer match about $151,475 at 4% or $100,983 at 6%; with 100% employer match about $113,606 at 4% or $75,738 at 6%. |
| 2018 | 1 | 8 | $1,574,796 | $71,374 | $8,922iApproximate average salary by contribution assumption: employee only about $223,044 at 4% or $148,696 at 6%; with 50% employer match about $148,696 at 4% or $99,131 at 6%; with 100% employer match about $111,522 at 4% or $74,348 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $1,574,796 | $71,374 | $8,922iApproximate average salary by contribution assumption: employee only about $223,044 at 4% or $148,696 at 6%; with 50% employer match about $148,696 at 4% or $99,131 at 6%; with 100% employer match about $111,522 at 4% or $74,348 at 6%. |
| 2017 | 1 | 8 | $1,628,993 | $846,038 | $105,755iApproximate average salary by contribution assumption: employee only about $2,643,869 at 4% or $1,762,579 at 6%; with 50% employer match about $1,762,579 at 4% or $1,175,053 at 6%; with 100% employer match about $1,321,934 at 4% or $881,290 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $1,628,993 | $846,038 | $105,755iApproximate average salary by contribution assumption: employee only about $2,643,869 at 4% or $1,762,579 at 6%; with 50% employer match about $1,762,579 at 4% or $1,175,053 at 6%; with 100% employer match about $1,321,934 at 4% or $881,290 at 6%. |
| 2016 | 1 | 8 | $581,218 | $69,142 | $8,643iApproximate average salary by contribution assumption: employee only about $216,069 at 4% or $144,046 at 6%; with 50% employer match about $144,046 at 4% or $96,031 at 6%; with 100% employer match about $108,034 at 4% or $72,023 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $581,218 | $69,142 | $8,643iApproximate average salary by contribution assumption: employee only about $216,069 at 4% or $144,046 at 6%; with 50% employer match about $144,046 at 4% or $96,031 at 6%; with 100% employer match about $108,034 at 4% or $72,023 at 6%. |
| 2015 | 1 | 8 | $479,714 | $63,954 | $7,994iApproximate average salary by contribution assumption: employee only about $199,856 at 4% or $133,238 at 6%; with 50% employer match about $133,238 at 4% or $88,825 at 6%; with 100% employer match about $99,928 at 4% or $66,619 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $479,714 | $63,954 | $7,994iApproximate average salary by contribution assumption: employee only about $199,856 at 4% or $133,238 at 6%; with 50% employer match about $133,238 at 4% or $88,825 at 6%; with 100% employer match about $99,928 at 4% or $66,619 at 6%. |
| 2014 | 1 | 8 | $418,378 | $57,473 | $7,184iApproximate average salary by contribution assumption: employee only about $179,603 at 4% or $119,735 at 6%; with 50% employer match about $119,735 at 4% or $79,824 at 6%; with 100% employer match about $89,802 at 4% or $59,868 at 6%. |
| Derik E. Utz 401(K) Plan | - | 8 | $418,378 | $57,473 | $7,184iApproximate average salary by contribution assumption: employee only about $179,603 at 4% or $119,735 at 6%; with 50% employer match about $119,735 at 4% or $79,824 at 6%; with 100% employer match about $89,802 at 4% or $59,868 at 6%. |
| 2013 | 1 | 9 | $351,943 | $78,858 | $8,762iApproximate average salary by contribution assumption: employee only about $219,050 at 4% or $146,033 at 6%; with 50% employer match about $146,033 at 4% or $97,356 at 6%; with 100% employer match about $109,525 at 4% or $73,017 at 6%. |
| Derik E. Utz 401(K) Plan | - | 9 | $351,943 | $78,858 | $8,762iApproximate average salary by contribution assumption: employee only about $219,050 at 4% or $146,033 at 6%; with 50% employer match about $146,033 at 4% or $97,356 at 6%; with 100% employer match about $109,525 at 4% or $73,017 at 6%. |
| 2012 | 1 | 9 | $215,478 | $57,934 | $6,437iApproximate average salary by contribution assumption: employee only about $160,928 at 4% or $107,285 at 6%; with 50% employer match about $107,285 at 4% or $71,523 at 6%; with 100% employer match about $80,464 at 4% or $53,643 at 6%. |
| Derik E. Utz 401(K) Plan | - | 9 | $215,478 | $57,934 | $6,437iApproximate average salary by contribution assumption: employee only about $160,928 at 4% or $107,285 at 6%; with 50% employer match about $107,285 at 4% or $71,523 at 6%; with 100% employer match about $80,464 at 4% or $53,643 at 6%. |
| 2011 | 1 | 7 | $134,901 | $15,818 | $2,260iApproximate average salary by contribution assumption: employee only about $56,493 at 4% or $37,662 at 6%; with 50% employer match about $37,662 at 4% or $25,108 at 6%; with 100% employer match about $28,246 at 4% or $18,831 at 6%. |
| Derik E. Utz 401(K) Plan | - | 7 | $134,901 | $15,818 | $2,260iApproximate average salary by contribution assumption: employee only about $56,493 at 4% or $37,662 at 6%; with 50% employer match about $37,662 at 4% or $25,108 at 6%; with 100% employer match about $28,246 at 4% or $18,831 at 6%. |
| 2010 | 1 | 7 | $122,986 | $107,479 | $15,354iApproximate average salary by contribution assumption: employee only about $383,854 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,602 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%. |
| Derik E. Utz 401(K) Plan | - | 7 | $122,986 | $107,479 | $15,354iApproximate average salary by contribution assumption: employee only about $383,854 at 4% or $255,902 at 6%; with 50% employer match about $255,902 at 4% or $170,602 at 6%; with 100% employer match about $191,927 at 4% or $127,951 at 6%. |