LORI M. TREMBATH, DDS, P.C.
Plan context: TREMBATH DENTISTRY RETIREMENT PLAN & TRUST
EIN 20-3751533 • Thornton, CO • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$886,621
2025 Contributions
$167,315
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 | $886,621 | $167,315 | $15,210iApproximate average salary by contribution assumption: employee only about $380,261 at 4% or $253,508 at 6%; with 50% employer match about $253,508 at 4% or $169,005 at 6%; with 100% employer match about $190,131 at 4% or $126,754 at 6%. |
| TREMBATH DENTISTRY RETIREMENT PLAN & TRUST | - | 11 | $886,621 | $167,315 | $15,210iApproximate average salary by contribution assumption: employee only about $380,261 at 4% or $253,508 at 6%; with 50% employer match about $253,508 at 4% or $169,005 at 6%; with 100% employer match about $190,131 at 4% or $126,754 at 6%. |
| 2024 | 1 | 8 | $648,631 | $130,861 | $16,358iApproximate average salary by contribution assumption: employee only about $408,941 at 4% or $272,627 at 6%; with 50% employer match about $272,627 at 4% or $181,751 at 6%; with 100% employer match about $204,470 at 4% or $136,314 at 6%. |
| TREMBATH DENTISTRY RETIREMENT PLAN & TRUST | - | 8 | $648,631 | $130,861 | $16,358iApproximate average salary by contribution assumption: employee only about $408,941 at 4% or $272,627 at 6%; with 50% employer match about $272,627 at 4% or $181,751 at 6%; with 100% employer match about $204,470 at 4% or $136,314 at 6%. |
| 2023 | 1 | 8 | $471,015 | $338,969 | $42,371iApproximate average salary by contribution assumption: employee only about $1,059,278 at 4% or $706,185 at 6%; with 50% employer match about $706,185 at 4% or $470,790 at 6%; with 100% employer match about $529,639 at 4% or $353,093 at 6%. |
| TREMBATH DENTISTRY RETIREMENT PLAN & TRUST | - | 8 | $471,015 | $338,969 | $42,371iApproximate average salary by contribution assumption: employee only about $1,059,278 at 4% or $706,185 at 6%; with 50% employer match about $706,185 at 4% or $470,790 at 6%; with 100% employer match about $529,639 at 4% or $353,093 at 6%. |
| 2022 | 1 | 11 | $90,856 | $91,271 | $8,297iApproximate average salary by contribution assumption: employee only about $207,434 at 4% or $138,289 at 6%; with 50% employer match about $138,289 at 4% or $92,193 at 6%; with 100% employer match about $103,717 at 4% or $69,145 at 6%. |
| TREMBATH DENTISTRY RETIREMENT PLAN & TRUST | - | 11 | $90,856 | $91,271 | $8,297iApproximate average salary by contribution assumption: employee only about $207,434 at 4% or $138,289 at 6%; with 50% employer match about $138,289 at 4% or $92,193 at 6%; with 100% employer match about $103,717 at 4% or $69,145 at 6%. |