Civic Intelligence

Mark Olson, D.D.S. Inc.

Plan context: Mark Olson, D.D.S. Inc. Retirement Plan & Trust

EIN 20-5981177 • Newport Beach, CA • 11 filings • 1 plans

1617 Westcliff DriveSuite 204Newport Beach, CA 92660
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$223,394

2021 Contributions

$36,318

Historical Graphs

Total Assets Over Time

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

$762,569$381,285$0201120162020YearValue
$223,394Latest year 2020

Participants Over Time

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

630201120162020YearValue
6Latest year 2020

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
202110$0$0-
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-0$0--
202016$223,394$36,318$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-6$223,394$36,318$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
201914$762,569$80,395$20,099iApproximate average salary by contribution assumption: employee only about $502,469 at 4% or $334,979 at 6%; with 50% employer match about $334,979 at 4% or $223,319 at 6%; with 100% employer match about $251,234 at 4% or $167,490 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-4$762,569$80,395$20,099iApproximate average salary by contribution assumption: employee only about $502,469 at 4% or $334,979 at 6%; with 50% employer match about $334,979 at 4% or $223,319 at 6%; with 100% employer match about $251,234 at 4% or $167,490 at 6%.
201814$568,538$79,940$19,985iApproximate average salary by contribution assumption: employee only about $499,625 at 4% or $333,083 at 6%; with 50% employer match about $333,083 at 4% or $222,056 at 6%; with 100% employer match about $249,813 at 4% or $166,542 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-4$568,538$79,940$19,985iApproximate average salary by contribution assumption: employee only about $499,625 at 4% or $333,083 at 6%; with 50% employer match about $333,083 at 4% or $222,056 at 6%; with 100% employer match about $249,813 at 4% or $166,542 at 6%.
201713$534,403$70,992$23,664iApproximate average salary by contribution assumption: employee only about $591,600 at 4% or $394,400 at 6%; with 50% employer match about $394,400 at 4% or $262,933 at 6%; with 100% employer match about $295,800 at 4% or $197,200 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-3$534,403$70,992$23,664iApproximate average salary by contribution assumption: employee only about $591,600 at 4% or $394,400 at 6%; with 50% employer match about $394,400 at 4% or $262,933 at 6%; with 100% employer match about $295,800 at 4% or $197,200 at 6%.
201614$508,628$32,744$8,186iApproximate average salary by contribution assumption: employee only about $204,650 at 4% or $136,433 at 6%; with 50% employer match about $136,433 at 4% or $90,956 at 6%; with 100% employer match about $102,325 at 4% or $68,217 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-4$508,628$32,744$8,186iApproximate average salary by contribution assumption: employee only about $204,650 at 4% or $136,433 at 6%; with 50% employer match about $136,433 at 4% or $90,956 at 6%; with 100% employer match about $102,325 at 4% or $68,217 at 6%.
201515$431,395$88,812$17,762iApproximate average salary by contribution assumption: employee only about $444,060 at 4% or $296,040 at 6%; with 50% employer match about $296,040 at 4% or $197,360 at 6%; with 100% employer match about $222,030 at 4% or $148,020 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-5$431,395$88,812$17,762iApproximate average salary by contribution assumption: employee only about $444,060 at 4% or $296,040 at 6%; with 50% employer match about $296,040 at 4% or $197,360 at 6%; with 100% employer match about $222,030 at 4% or $148,020 at 6%.
201413$362,897$86,087$28,696iApproximate average salary by contribution assumption: employee only about $717,392 at 4% or $478,261 at 6%; with 50% employer match about $478,261 at 4% or $318,841 at 6%; with 100% employer match about $358,696 at 4% or $239,131 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-3$362,897$86,087$28,696iApproximate average salary by contribution assumption: employee only about $717,392 at 4% or $478,261 at 6%; with 50% employer match about $478,261 at 4% or $318,841 at 6%; with 100% employer match about $358,696 at 4% or $239,131 at 6%.
201314$271,303$86,033$21,508iApproximate average salary by contribution assumption: employee only about $537,706 at 4% or $358,471 at 6%; with 50% employer match about $358,471 at 4% or $238,981 at 6%; with 100% employer match about $268,853 at 4% or $179,235 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-4$271,303$86,033$21,508iApproximate average salary by contribution assumption: employee only about $537,706 at 4% or $358,471 at 6%; with 50% employer match about $358,471 at 4% or $238,981 at 6%; with 100% employer match about $268,853 at 4% or $179,235 at 6%.
201214$167,888$85,430$21,358iApproximate average salary by contribution assumption: employee only about $533,938 at 4% or $355,958 at 6%; with 50% employer match about $355,958 at 4% or $237,306 at 6%; with 100% employer match about $266,969 at 4% or $177,979 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-4$167,888$85,430$21,358iApproximate average salary by contribution assumption: employee only about $533,938 at 4% or $355,958 at 6%; with 50% employer match about $355,958 at 4% or $237,306 at 6%; with 100% employer match about $266,969 at 4% or $177,979 at 6%.
201113$75,278$75,909$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.
Mark Olson, D.D.S. Inc. Retirement Plan & Trust-3$75,278$75,909$25,303iApproximate average salary by contribution assumption: employee only about $632,575 at 4% or $421,717 at 6%; with 50% employer match about $421,717 at 4% or $281,144 at 6%; with 100% employer match about $316,288 at 4% or $210,858 at 6%.