Jason M. Rountree, D.D.S. Inc.
Plan context: Jason M. Rountree, D.D.S. Inc. 401(K) Plan
EIN 26-0105369 • Kingsburg, CA • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,408,176
2024 Contributions
$115,758
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,408,176 | $115,758 | $16,537iApproximate average salary by contribution assumption: employee only about $413,421 at 4% or $275,614 at 6%; with 50% employer match about $275,614 at 4% or $183,743 at 6%; with 100% employer match about $206,711 at 4% or $137,807 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 7 | $1,408,176 | $115,758 | $16,537iApproximate average salary by contribution assumption: employee only about $413,421 at 4% or $275,614 at 6%; with 50% employer match about $275,614 at 4% or $183,743 at 6%; with 100% employer match about $206,711 at 4% or $137,807 at 6%. |
| 2023 | 1 | 7 | $1,126,521 | $74,263 | $10,609iApproximate average salary by contribution assumption: employee only about $265,225 at 4% or $176,817 at 6%; with 50% employer match about $176,817 at 4% or $117,878 at 6%; with 100% employer match about $132,613 at 4% or $88,408 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 7 | $1,126,521 | $74,263 | $10,609iApproximate average salary by contribution assumption: employee only about $265,225 at 4% or $176,817 at 6%; with 50% employer match about $176,817 at 4% or $117,878 at 6%; with 100% employer match about $132,613 at 4% or $88,408 at 6%. |
| 2022 | 1 | 8 | $980,355 | $112,399 | $14,050iApproximate average salary by contribution assumption: employee only about $351,247 at 4% or $234,165 at 6%; with 50% employer match about $234,165 at 4% or $156,110 at 6%; with 100% employer match about $175,623 at 4% or $117,082 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 8 | $980,355 | $112,399 | $14,050iApproximate average salary by contribution assumption: employee only about $351,247 at 4% or $234,165 at 6%; with 50% employer match about $234,165 at 4% or $156,110 at 6%; with 100% employer match about $175,623 at 4% or $117,082 at 6%. |
| 2021 | 1 | 9 | $1,159,496 | $74,563 | $8,285iApproximate average salary by contribution assumption: employee only about $207,119 at 4% or $138,080 at 6%; with 50% employer match about $138,080 at 4% or $92,053 at 6%; with 100% employer match about $103,560 at 4% or $69,040 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 9 | $1,159,496 | $74,563 | $8,285iApproximate average salary by contribution assumption: employee only about $207,119 at 4% or $138,080 at 6%; with 50% employer match about $138,080 at 4% or $92,053 at 6%; with 100% employer match about $103,560 at 4% or $69,040 at 6%. |
| 2020 | 1 | 9 | $964,494 | $66,055 | $7,339iApproximate average salary by contribution assumption: employee only about $183,486 at 4% or $122,324 at 6%; with 50% employer match about $122,324 at 4% or $81,549 at 6%; with 100% employer match about $91,743 at 4% or $61,162 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 9 | $964,494 | $66,055 | $7,339iApproximate average salary by contribution assumption: employee only about $183,486 at 4% or $122,324 at 6%; with 50% employer match about $122,324 at 4% or $81,549 at 6%; with 100% employer match about $91,743 at 4% or $61,162 at 6%. |
| 2019 | 1 | 9 | $788,317 | $64,189 | $7,132iApproximate average salary by contribution assumption: employee only about $178,303 at 4% or $118,869 at 6%; with 50% employer match about $118,869 at 4% or $79,246 at 6%; with 100% employer match about $89,151 at 4% or $59,434 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 9 | $788,317 | $64,189 | $7,132iApproximate average salary by contribution assumption: employee only about $178,303 at 4% or $118,869 at 6%; with 50% employer match about $118,869 at 4% or $79,246 at 6%; with 100% employer match about $89,151 at 4% or $59,434 at 6%. |
| 2018 | 1 | 9 | $615,065 | $58,754 | $6,528iApproximate average salary by contribution assumption: employee only about $163,206 at 4% or $108,804 at 6%; with 50% employer match about $108,804 at 4% or $72,536 at 6%; with 100% employer match about $81,603 at 4% or $54,402 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 9 | $615,065 | $58,754 | $6,528iApproximate average salary by contribution assumption: employee only about $163,206 at 4% or $108,804 at 6%; with 50% employer match about $108,804 at 4% or $72,536 at 6%; with 100% employer match about $81,603 at 4% or $54,402 at 6%. |
| 2017 | 1 | 9 | $596,252 | $54,150 | $6,017iApproximate average salary by contribution assumption: employee only about $150,417 at 4% or $100,278 at 6%; with 50% employer match about $100,278 at 4% or $66,852 at 6%; with 100% employer match about $75,208 at 4% or $50,139 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 9 | $596,252 | $54,150 | $6,017iApproximate average salary by contribution assumption: employee only about $150,417 at 4% or $100,278 at 6%; with 50% employer match about $100,278 at 4% or $66,852 at 6%; with 100% employer match about $75,208 at 4% or $50,139 at 6%. |
| 2016 | 1 | 8 | $458,225 | $52,039 | $6,505iApproximate average salary by contribution assumption: employee only about $162,622 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,276 at 6%; with 100% employer match about $81,311 at 4% or $54,207 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 8 | $458,225 | $52,039 | $6,505iApproximate average salary by contribution assumption: employee only about $162,622 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,276 at 6%; with 100% employer match about $81,311 at 4% or $54,207 at 6%. |
| 2015 | 1 | 8 | $374,045 | $42,504 | $5,313iApproximate average salary by contribution assumption: employee only about $132,825 at 4% or $88,550 at 6%; with 50% employer match about $88,550 at 4% or $59,033 at 6%; with 100% employer match about $66,413 at 4% or $44,275 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 8 | $374,045 | $42,504 | $5,313iApproximate average salary by contribution assumption: employee only about $132,825 at 4% or $88,550 at 6%; with 50% employer match about $88,550 at 4% or $59,033 at 6%; with 100% employer match about $66,413 at 4% or $44,275 at 6%. |
| 2014 | 1 | 7 | $331,635 | $40,487 | $5,784iApproximate average salary by contribution assumption: employee only about $144,596 at 4% or $96,398 at 6%; with 50% employer match about $96,398 at 4% or $64,265 at 6%; with 100% employer match about $72,298 at 4% or $48,199 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 7 | $331,635 | $40,487 | $5,784iApproximate average salary by contribution assumption: employee only about $144,596 at 4% or $96,398 at 6%; with 50% employer match about $96,398 at 4% or $64,265 at 6%; with 100% employer match about $72,298 at 4% or $48,199 at 6%. |
| 2013 | 1 | 5 | $278,173 | $34,619 | $6,924iApproximate average salary by contribution assumption: employee only about $173,095 at 4% or $115,397 at 6%; with 50% employer match about $115,397 at 4% or $76,931 at 6%; with 100% employer match about $86,548 at 4% or $57,698 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | $278,173 | $34,619 | $6,924iApproximate average salary by contribution assumption: employee only about $173,095 at 4% or $115,397 at 6%; with 50% employer match about $115,397 at 4% or $76,931 at 6%; with 100% employer match about $86,548 at 4% or $57,698 at 6%. |
| 2012 | 1 | 5 | $207,940 | $28,336 | $5,667iApproximate average salary by contribution assumption: employee only about $141,680 at 4% or $94,453 at 6%; with 50% employer match about $94,453 at 4% or $62,969 at 6%; with 100% employer match about $70,840 at 4% or $47,227 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | $207,940 | $28,336 | $5,667iApproximate average salary by contribution assumption: employee only about $141,680 at 4% or $94,453 at 6%; with 50% employer match about $94,453 at 4% or $62,969 at 6%; with 100% employer match about $70,840 at 4% or $47,227 at 6%. |
| 2011 | 1 | 6 | $160,934 | $24,136 | $4,023iApproximate average salary by contribution assumption: employee only about $100,567 at 4% or $67,044 at 6%; with 50% employer match about $67,044 at 4% or $44,696 at 6%; with 100% employer match about $50,283 at 4% or $33,522 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 6 | $160,934 | $24,136 | $4,023iApproximate average salary by contribution assumption: employee only about $100,567 at 4% or $67,044 at 6%; with 50% employer match about $67,044 at 4% or $44,696 at 6%; with 100% employer match about $50,283 at 4% or $33,522 at 6%. |
| 2010 | 1 | 5 | $145,743 | $21,177 | $4,235iApproximate average salary by contribution assumption: employee only about $105,885 at 4% or $70,590 at 6%; with 50% employer match about $70,590 at 4% or $47,060 at 6%; with 100% employer match about $52,942 at 4% or $35,295 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | $145,743 | $21,177 | $4,235iApproximate average salary by contribution assumption: employee only about $105,885 at 4% or $70,590 at 6%; with 50% employer match about $70,590 at 4% or $47,060 at 6%; with 100% employer match about $52,942 at 4% or $35,295 at 6%. |
| 2009 | 1 | 5 | $107,939 | $29,318 | $5,864iApproximate average salary by contribution assumption: employee only about $146,590 at 4% or $97,727 at 6%; with 50% employer match about $97,727 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | $107,939 | $29,318 | $5,864iApproximate average salary by contribution assumption: employee only about $146,590 at 4% or $97,727 at 6%; with 50% employer match about $97,727 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%. |
| 2008 | 1 | 5 | $58,202 | $22,084 | $4,417iApproximate average salary by contribution assumption: employee only about $110,420 at 4% or $73,613 at 6%; with 50% employer match about $73,613 at 4% or $49,076 at 6%; with 100% employer match about $55,210 at 4% or $36,807 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | $58,202 | $22,084 | $4,417iApproximate average salary by contribution assumption: employee only about $110,420 at 4% or $73,613 at 6%; with 50% employer match about $73,613 at 4% or $49,076 at 6%; with 100% employer match about $55,210 at 4% or $36,807 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 3 | $44,553 | $22,306 | $7,435iApproximate average salary by contribution assumption: employee only about $185,883 at 4% or $123,922 at 6%; with 50% employer match about $123,922 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,961 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 3 | $44,553 | $22,306 | $7,435iApproximate average salary by contribution assumption: employee only about $185,883 at 4% or $123,922 at 6%; with 50% employer match about $123,922 at 4% or $82,615 at 6%; with 100% employer match about $92,942 at 4% or $61,961 at 6%. |
| 2005 | 1 | 4 | $21,542 | $21,757 | $5,439iApproximate average salary by contribution assumption: employee only about $135,981 at 4% or $90,654 at 6%; with 50% employer match about $90,654 at 4% or $60,436 at 6%; with 100% employer match about $67,991 at 4% or $45,327 at 6%. |
| Jason M. Rountree, D.D.S. Inc. 401(K) Plan | - | 4 | $21,542 | $21,757 | $5,439iApproximate average salary by contribution assumption: employee only about $135,981 at 4% or $90,654 at 6%; with 50% employer match about $90,654 at 4% or $60,436 at 6%; with 100% employer match about $67,991 at 4% or $45,327 at 6%. |