Civic Intelligence

T. Brian Bozeman, D.D.S., A.P.C.

Plan context: BOZEMAN DDS 401(K) PLAN

EIN 20-8114581 • Santa Rosa, CA • 22 filings • 4 plans

1820 Sonoma Avenue, Ste. 110Santa Rosa, CA 95405
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$23,588

2023 Contributions

$7,124

Historical Graphs

Total Assets Over Time

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

$1,091,606$545,803$0200820142023YearValue
$23,588Latest year 2023

Participants Over Time

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

950200820142023YearValue
6Latest year 2023

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
202316$23,588$0-
BOZEMAN DDS 401(K) PLAN-6$23,588--
202116$18,653$7,124$1,187iApproximate average salary by contribution assumption: employee only about $29,683 at 4% or $19,789 at 6%; with 50% employer match about $19,789 at 4% or $13,193 at 6%; with 100% employer match about $14,842 at 4% or $9,894 at 6%.
BOZEMAN DDS 401(K) PLAN-6$18,653$7,124$1,187iApproximate average salary by contribution assumption: employee only about $29,683 at 4% or $19,789 at 6%; with 50% employer match about $19,789 at 4% or $13,193 at 6%; with 100% employer match about $14,842 at 4% or $9,894 at 6%.
202015$10,858$11,381$2,276iApproximate average salary by contribution assumption: employee only about $56,905 at 4% or $37,937 at 6%; with 50% employer match about $37,937 at 4% or $25,291 at 6%; with 100% employer match about $28,452 at 4% or $18,968 at 6%.
BOZEMAN DDS 401(K) PLAN-5$10,858$11,381$2,276iApproximate average salary by contribution assumption: employee only about $56,905 at 4% or $37,937 at 6%; with 50% employer match about $37,937 at 4% or $25,291 at 6%; with 100% employer match about $28,452 at 4% or $18,968 at 6%.
201912$1,023$0-
BOZEMAN DDS 401(K) PLAN-2$1,023--
201813$1,867$1,743$581iApproximate average salary by contribution assumption: employee only about $14,525 at 4% or $9,683 at 6%; with 50% employer match about $9,683 at 4% or $6,456 at 6%; with 100% employer match about $7,263 at 4% or $4,842 at 6%.
BOZEMAN DDS 401(K) PLAN-3$1,867$1,743$581iApproximate average salary by contribution assumption: employee only about $14,525 at 4% or $9,683 at 6%; with 50% employer match about $9,683 at 4% or $6,456 at 6%; with 100% employer match about $7,263 at 4% or $4,842 at 6%.
201711$413$400$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
BOZEMAN DDS 401(K) PLAN-1$413$400$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
201520$0$0-
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-0$0--
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-0$0--
201429$1,091,606$125,275$13,919iApproximate average salary by contribution assumption: employee only about $347,986 at 4% or $231,991 at 6%; with 50% employer match about $231,991 at 4% or $154,660 at 6%; with 100% employer match about $173,993 at 4% or $115,995 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-4$749,773$90,303$22,576iApproximate average salary by contribution assumption: employee only about $564,394 at 4% or $376,263 at 6%; with 50% employer match about $376,263 at 4% or $250,842 at 6%; with 100% employer match about $282,197 at 4% or $188,131 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-9$341,833$34,972$3,886iApproximate average salary by contribution assumption: employee only about $97,144 at 4% or $64,763 at 6%; with 50% employer match about $64,763 at 4% or $43,175 at 6%; with 100% employer match about $48,572 at 4% or $32,381 at 6%.
201326$893,205$133,105$22,184iApproximate average salary by contribution assumption: employee only about $554,604 at 4% or $369,736 at 6%; with 50% employer match about $369,736 at 4% or $246,491 at 6%; with 100% employer match about $277,302 at 4% or $184,868 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-3$595,795$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-6$297,410$33,105$5,518iApproximate average salary by contribution assumption: employee only about $137,938 at 4% or $91,958 at 6%; with 50% employer match about $91,958 at 4% or $61,306 at 6%; with 100% employer match about $68,969 at 4% or $45,979 at 6%.
201226$692,100$121,800$20,300iApproximate average salary by contribution assumption: employee only about $507,500 at 4% or $338,333 at 6%; with 50% employer match about $338,333 at 4% or $225,556 at 6%; with 100% employer match about $253,750 at 4% or $169,167 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-3$446,633$76,855$25,618iApproximate average salary by contribution assumption: employee only about $640,458 at 4% or $426,972 at 6%; with 50% employer match about $426,972 at 4% or $284,648 at 6%; with 100% employer match about $320,229 at 4% or $213,486 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-6$245,467$44,945$7,491iApproximate average salary by contribution assumption: employee only about $187,271 at 4% or $124,847 at 6%; with 50% employer match about $124,847 at 4% or $83,231 at 6%; with 100% employer match about $93,635 at 4% or $62,424 at 6%.
201126$536,659$134,925$22,488iApproximate average salary by contribution assumption: employee only about $562,188 at 4% or $374,792 at 6%; with 50% employer match about $374,792 at 4% or $249,861 at 6%; with 100% employer match about $281,094 at 4% or $187,396 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-3$346,095$92,897$30,966iApproximate average salary by contribution assumption: employee only about $774,142 at 4% or $516,094 at 6%; with 50% employer match about $516,094 at 4% or $344,063 at 6%; with 100% employer match about $387,071 at 4% or $258,047 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-6$190,564$42,028$7,005iApproximate average salary by contribution assumption: employee only about $175,117 at 4% or $116,744 at 6%; with 50% employer match about $116,744 at 4% or $77,830 at 6%; with 100% employer match about $87,558 at 4% or $58,372 at 6%.
201026$478,832$130,766$21,794iApproximate average salary by contribution assumption: employee only about $544,858 at 4% or $363,239 at 6%; with 50% employer match about $363,239 at 4% or $242,159 at 6%; with 100% employer match about $272,429 at 4% or $181,619 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-3$269,624$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-6$209,208$50,766$8,461iApproximate average salary by contribution assumption: employee only about $211,525 at 4% or $141,017 at 6%; with 50% employer match about $141,017 at 4% or $94,011 at 6%; with 100% employer match about $105,763 at 4% or $70,508 at 6%.
200925$255,178$123,356$24,671iApproximate average salary by contribution assumption: employee only about $616,780 at 4% or $411,187 at 6%; with 50% employer match about $411,187 at 4% or $274,124 at 6%; with 100% employer match about $308,390 at 4% or $205,593 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-2$170,501$62,513$31,257iApproximate average salary by contribution assumption: employee only about $781,413 at 4% or $520,942 at 6%; with 50% employer match about $520,942 at 4% or $347,294 at 6%; with 100% employer match about $390,706 at 4% or $260,471 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-5$84,677$60,843$12,169iApproximate average salary by contribution assumption: employee only about $304,215 at 4% or $202,810 at 6%; with 50% employer match about $202,810 at 4% or $135,207 at 6%; with 100% employer match about $152,108 at 4% or $101,405 at 6%.
200825$128,431$128,431$25,686iApproximate average salary by contribution assumption: employee only about $642,155 at 4% or $428,103 at 6%; with 50% employer match about $428,103 at 4% or $285,402 at 6%; with 100% employer match about $321,078 at 4% or $214,052 at 6%.
T. BRIAN BOZEMAN, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN-2$104,248$104,248$52,124iApproximate average salary by contribution assumption: employee only about $1,303,100 at 4% or $868,733 at 6%; with 50% employer match about $868,733 at 4% or $579,156 at 6%; with 100% employer match about $651,550 at 4% or $434,367 at 6%.
T. Brian Bozeman, D.D.S., A.P.C. 401(K) Plan-5$24,183$24,183$4,837iApproximate average salary by contribution assumption: employee only about $120,915 at 4% or $80,610 at 6%; with 50% employer match about $80,610 at 4% or $53,740 at 6%; with 100% employer match about $60,458 at 4% or $40,305 at 6%.