Civic Intelligence

Kathy Ying DMD Inc.

Plan context: KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN

EIN 20-2175885 • Anaheim, CA • 24 filings • 2 plans

408 S. Beach Blvd.#201Anaheim, CA 92804
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,610,133

2024 Contributions

$436,890

Historical Graphs

Total Assets Over Time

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

$4,610,133$2,305,067$0201320192024YearValue
$4,610,133Latest year 2024

Participants Over Time

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

1050201320192024YearValue
10Latest year 2024

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
2024210$4,610,133$436,890$43,689iApproximate average salary by contribution assumption: employee only about $1,092,225 at 4% or $728,150 at 6%; with 50% employer match about $728,150 at 4% or $485,433 at 6%; with 100% employer match about $546,113 at 4% or $364,075 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$3,332,125$335,000$83,750iApproximate average salary by contribution assumption: employee only about $2,093,750 at 4% or $1,395,833 at 6%; with 50% employer match about $1,395,833 at 4% or $930,556 at 6%; with 100% employer match about $1,046,875 at 4% or $697,917 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-10$1,278,008$101,890$10,189iApproximate average salary by contribution assumption: employee only about $254,725 at 4% or $169,817 at 6%; with 50% employer match about $169,817 at 4% or $113,211 at 6%; with 100% employer match about $127,363 at 4% or $84,908 at 6%.
202329$3,602,946$384,814$42,757iApproximate average salary by contribution assumption: employee only about $1,068,928 at 4% or $712,619 at 6%; with 50% employer match about $712,619 at 4% or $475,079 at 6%; with 100% employer match about $534,464 at 4% or $356,309 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$2,684,602$305,000$76,250iApproximate average salary by contribution assumption: employee only about $1,906,250 at 4% or $1,270,833 at 6%; with 50% employer match about $1,270,833 at 4% or $847,222 at 6%; with 100% employer match about $953,125 at 4% or $635,417 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-9$918,344$79,814$8,868iApproximate average salary by contribution assumption: employee only about $221,706 at 4% or $147,804 at 6%; with 50% employer match about $147,804 at 4% or $98,536 at 6%; with 100% employer match about $110,853 at 4% or $73,902 at 6%.
2022210$2,881,922$311,509$31,151iApproximate average salary by contribution assumption: employee only about $778,773 at 4% or $519,182 at 6%; with 50% employer match about $519,182 at 4% or $346,121 at 6%; with 100% employer match about $389,386 at 4% or $259,591 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$2,269,280$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-10$612,642$61,509$6,151iApproximate average salary by contribution assumption: employee only about $153,773 at 4% or $102,515 at 6%; with 50% employer match about $102,515 at 4% or $68,343 at 6%; with 100% employer match about $76,886 at 4% or $51,258 at 6%.
2021210$2,888,609$455,657$45,566iApproximate average salary by contribution assumption: employee only about $1,139,143 at 4% or $759,428 at 6%; with 50% employer match about $759,428 at 4% or $506,286 at 6%; with 100% employer match about $569,571 at 4% or $379,714 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$2,093,038$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-10$795,571$55,657$5,566iApproximate average salary by contribution assumption: employee only about $139,143 at 4% or $92,762 at 6%; with 50% employer match about $92,762 at 4% or $61,841 at 6%; with 100% employer match about $69,571 at 4% or $46,381 at 6%.
2020210$2,494,987$303,243$30,324iApproximate average salary by contribution assumption: employee only about $758,108 at 4% or $505,405 at 6%; with 50% employer match about $505,405 at 4% or $336,937 at 6%; with 100% employer match about $379,054 at 4% or $252,703 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-5$1,850,717$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-10$644,270$53,243$5,324iApproximate average salary by contribution assumption: employee only about $133,108 at 4% or $88,738 at 6%; with 50% employer match about $88,738 at 4% or $59,159 at 6%; with 100% employer match about $66,554 at 4% or $44,369 at 6%.
201929$1,919,685$249,378$27,709iApproximate average salary by contribution assumption: employee only about $692,717 at 4% or $461,811 at 6%; with 50% employer match about $461,811 at 4% or $307,874 at 6%; with 100% employer match about $346,358 at 4% or $230,906 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-5$1,492,160$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-9$427,525$49,378$5,486iApproximate average salary by contribution assumption: employee only about $137,161 at 4% or $91,441 at 6%; with 50% employer match about $91,441 at 4% or $60,960 at 6%; with 100% employer match about $68,581 at 4% or $45,720 at 6%.
201827$1,411,712$244,336$34,905iApproximate average salary by contribution assumption: employee only about $872,629 at 4% or $581,752 at 6%; with 50% employer match about $581,752 at 4% or $387,835 at 6%; with 100% employer match about $436,314 at 4% or $290,876 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$1,117,511$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-7$294,201$44,336$6,334iApproximate average salary by contribution assumption: employee only about $158,343 at 4% or $105,562 at 6%; with 50% employer match about $105,562 at 4% or $70,375 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%.
201729$1,227,167$244,017$27,113iApproximate average salary by contribution assumption: employee only about $677,825 at 4% or $451,883 at 6%; with 50% employer match about $451,883 at 4% or $301,256 at 6%; with 100% employer match about $338,913 at 4% or $225,942 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$947,488$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-9$279,679$44,017$4,891iApproximate average salary by contribution assumption: employee only about $122,269 at 4% or $81,513 at 6%; with 50% employer match about $81,513 at 4% or $54,342 at 6%; with 100% employer match about $61,135 at 4% or $40,756 at 6%.
201628$885,331$246,016$30,752iApproximate average salary by contribution assumption: employee only about $768,800 at 4% or $512,533 at 6%; with 50% employer match about $512,533 at 4% or $341,689 at 6%; with 100% employer match about $384,400 at 4% or $256,267 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-5$698,945$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-8$186,386$46,016$5,752iApproximate average salary by contribution assumption: employee only about $143,800 at 4% or $95,867 at 6%; with 50% employer match about $95,867 at 4% or $63,911 at 6%; with 100% employer match about $71,900 at 4% or $47,933 at 6%.
201528$570,647$247,786$30,973iApproximate average salary by contribution assumption: employee only about $774,331 at 4% or $516,221 at 6%; with 50% employer match about $516,221 at 4% or $344,147 at 6%; with 100% employer match about $387,166 at 4% or $258,110 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-5$442,840$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-8$127,807$47,786$5,973iApproximate average salary by contribution assumption: employee only about $149,331 at 4% or $99,554 at 6%; with 50% employer match about $99,554 at 4% or $66,369 at 6%; with 100% employer match about $74,666 at 4% or $49,777 at 6%.
201427$328,147$163,197$23,314iApproximate average salary by contribution assumption: employee only about $582,846 at 4% or $388,564 at 6%; with 50% employer match about $388,564 at 4% or $259,043 at 6%; with 100% employer match about $291,423 at 4% or $194,282 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-4$250,695$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-7$77,452$43,197$6,171iApproximate average salary by contribution assumption: employee only about $154,275 at 4% or $102,850 at 6%; with 50% employer match about $102,850 at 4% or $68,567 at 6%; with 100% employer match about $77,138 at 4% or $51,425 at 6%.
201327$164,320$164,320$23,474iApproximate average salary by contribution assumption: employee only about $586,857 at 4% or $391,238 at 6%; with 50% employer match about $391,238 at 4% or $260,825 at 6%; with 100% employer match about $293,429 at 4% or $195,619 at 6%.
KATHY YING DMD INC. DEFINED BENEFIT PENSION PLAN-3$132,000$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Kathy Ying DMD Inc. 401 (K) Profit Sharing Plan-7$32,320$32,320$4,617iApproximate average salary by contribution assumption: employee only about $115,429 at 4% or $76,952 at 6%; with 50% employer match about $76,952 at 4% or $51,302 at 6%; with 100% employer match about $57,714 at 4% or $38,476 at 6%.