Civic Intelligence

Julia a. Hallisy, D.D.S. Inc.

Plan context: Julia a. Hallisy, D.D.S. 401(K) Plan

EIN 26-1081021 • San Francisco, CA • 18 filings • 3 plans

345 West Portal Avenue, Suite 210San Francisco, CA 94127
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,059,113

2024 Contributions

$33,813

Historical Graphs

Total Assets Over Time

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

$1,059,113$529,557$0200720162024YearValue
$1,059,113Latest year 2024

Participants Over Time

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

530200720162024YearValue
2Latest 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
202412$1,059,113$33,813$16,907iApproximate average salary by contribution assumption: employee only about $422,663 at 4% or $281,775 at 6%; with 50% employer match about $281,775 at 4% or $187,850 at 6%; with 100% employer match about $211,331 at 4% or $140,888 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-2$1,059,113$33,813$16,907iApproximate average salary by contribution assumption: employee only about $422,663 at 4% or $281,775 at 6%; with 50% employer match about $281,775 at 4% or $187,850 at 6%; with 100% employer match about $211,331 at 4% or $140,888 at 6%.
202312$928,545$36,624$18,312iApproximate average salary by contribution assumption: employee only about $457,800 at 4% or $305,200 at 6%; with 50% employer match about $305,200 at 4% or $203,467 at 6%; with 100% employer match about $228,900 at 4% or $152,600 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-2$928,545$36,624$18,312iApproximate average salary by contribution assumption: employee only about $457,800 at 4% or $305,200 at 6%; with 50% employer match about $305,200 at 4% or $203,467 at 6%; with 100% employer match about $228,900 at 4% or $152,600 at 6%.
202214$827,256$64,574$16,144iApproximate average salary by contribution assumption: employee only about $403,588 at 4% or $269,058 at 6%; with 50% employer match about $269,058 at 4% or $179,372 at 6%; with 100% employer match about $201,794 at 4% or $134,529 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$827,256$64,574$16,144iApproximate average salary by contribution assumption: employee only about $403,588 at 4% or $269,058 at 6%; with 50% employer match about $269,058 at 4% or $179,372 at 6%; with 100% employer match about $201,794 at 4% or $134,529 at 6%.
202115$961,127$64,851$12,970iApproximate average salary by contribution assumption: employee only about $324,255 at 4% or $216,170 at 6%; with 50% employer match about $216,170 at 4% or $144,113 at 6%; with 100% employer match about $162,128 at 4% or $108,085 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-5$961,127$64,851$12,970iApproximate average salary by contribution assumption: employee only about $324,255 at 4% or $216,170 at 6%; with 50% employer match about $216,170 at 4% or $144,113 at 6%; with 100% employer match about $162,128 at 4% or $108,085 at 6%.
202014$787,259$51,001$12,750iApproximate average salary by contribution assumption: employee only about $318,756 at 4% or $212,504 at 6%; with 50% employer match about $212,504 at 4% or $141,669 at 6%; with 100% employer match about $159,378 at 4% or $106,252 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$787,259$51,001$12,750iApproximate average salary by contribution assumption: employee only about $318,756 at 4% or $212,504 at 6%; with 50% employer match about $212,504 at 4% or $141,669 at 6%; with 100% employer match about $159,378 at 4% or $106,252 at 6%.
201913$659,221$30,415$10,138iApproximate average salary by contribution assumption: employee only about $253,458 at 4% or $168,972 at 6%; with 50% employer match about $168,972 at 4% or $112,648 at 6%; with 100% employer match about $126,729 at 4% or $84,486 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-3$659,221$30,415$10,138iApproximate average salary by contribution assumption: employee only about $253,458 at 4% or $168,972 at 6%; with 50% employer match about $168,972 at 4% or $112,648 at 6%; with 100% employer match about $126,729 at 4% or $84,486 at 6%.
201814$530,127$29,414$7,354iApproximate average salary by contribution assumption: employee only about $183,838 at 4% or $122,558 at 6%; with 50% employer match about $122,558 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,279 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$530,127$29,414$7,354iApproximate average salary by contribution assumption: employee only about $183,838 at 4% or $122,558 at 6%; with 50% employer match about $122,558 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,279 at 6%.
201714$527,857$11,569$2,892iApproximate average salary by contribution assumption: employee only about $72,306 at 4% or $48,204 at 6%; with 50% employer match about $48,204 at 4% or $32,136 at 6%; with 100% employer match about $36,153 at 4% or $24,102 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$527,857$11,569$2,892iApproximate average salary by contribution assumption: employee only about $72,306 at 4% or $48,204 at 6%; with 50% employer match about $48,204 at 4% or $32,136 at 6%; with 100% employer match about $36,153 at 4% or $24,102 at 6%.
201614$446,453$14,184$3,546iApproximate average salary by contribution assumption: employee only about $88,650 at 4% or $59,100 at 6%; with 50% employer match about $59,100 at 4% or $39,400 at 6%; with 100% employer match about $44,325 at 4% or $29,550 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$446,453$14,184$3,546iApproximate average salary by contribution assumption: employee only about $88,650 at 4% or $59,100 at 6%; with 50% employer match about $59,100 at 4% or $39,400 at 6%; with 100% employer match about $44,325 at 4% or $29,550 at 6%.
201514$404,284$34,008$8,502iApproximate average salary by contribution assumption: employee only about $212,550 at 4% or $141,700 at 6%; with 50% employer match about $141,700 at 4% or $94,467 at 6%; with 100% employer match about $106,275 at 4% or $70,850 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$404,284$34,008$8,502iApproximate average salary by contribution assumption: employee only about $212,550 at 4% or $141,700 at 6%; with 50% employer match about $141,700 at 4% or $94,467 at 6%; with 100% employer match about $106,275 at 4% or $70,850 at 6%.
201414$376,069$41,096$10,274iApproximate average salary by contribution assumption: employee only about $256,850 at 4% or $171,233 at 6%; with 50% employer match about $171,233 at 4% or $114,156 at 6%; with 100% employer match about $128,425 at 4% or $85,617 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$376,069$41,096$10,274iApproximate average salary by contribution assumption: employee only about $256,850 at 4% or $171,233 at 6%; with 50% employer match about $171,233 at 4% or $114,156 at 6%; with 100% employer match about $128,425 at 4% or $85,617 at 6%.
201313$312,864$43,362$14,454iApproximate average salary by contribution assumption: employee only about $361,350 at 4% or $240,900 at 6%; with 50% employer match about $240,900 at 4% or $160,600 at 6%; with 100% employer match about $180,675 at 4% or $120,450 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-3$312,864$43,362$14,454iApproximate average salary by contribution assumption: employee only about $361,350 at 4% or $240,900 at 6%; with 50% employer match about $240,900 at 4% or $160,600 at 6%; with 100% employer match about $180,675 at 4% or $120,450 at 6%.
201212$217,208$36,280$18,140iApproximate average salary by contribution assumption: employee only about $453,500 at 4% or $302,333 at 6%; with 50% employer match about $302,333 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-2$217,208$36,280$18,140iApproximate average salary by contribution assumption: employee only about $453,500 at 4% or $302,333 at 6%; with 50% employer match about $302,333 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%.
201112$158,030$35,503$17,752iApproximate average salary by contribution assumption: employee only about $443,788 at 4% or $295,858 at 6%; with 50% employer match about $295,858 at 4% or $197,239 at 6%; with 100% employer match about $221,894 at 4% or $147,929 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-2$158,030$35,503$17,752iApproximate average salary by contribution assumption: employee only about $443,788 at 4% or $295,858 at 6%; with 50% employer match about $295,858 at 4% or $197,239 at 6%; with 100% employer match about $221,894 at 4% or $147,929 at 6%.
201012$123,678$30,973$15,487iApproximate average salary by contribution assumption: employee only about $387,163 at 4% or $258,108 at 6%; with 50% employer match about $258,108 at 4% or $172,072 at 6%; with 100% employer match about $193,581 at 4% or $129,054 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-2$123,678$30,973$15,487iApproximate average salary by contribution assumption: employee only about $387,163 at 4% or $258,108 at 6%; with 50% employer match about $258,108 at 4% or $172,072 at 6%; with 100% employer match about $193,581 at 4% or $129,054 at 6%.
200914$80,978$18,480$4,620iApproximate average salary by contribution assumption: employee only about $115,500 at 4% or $77,000 at 6%; with 50% employer match about $77,000 at 4% or $51,333 at 6%; with 100% employer match about $57,750 at 4% or $38,500 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$80,978$18,480$4,620iApproximate average salary by contribution assumption: employee only about $115,500 at 4% or $77,000 at 6%; with 50% employer match about $77,000 at 4% or $51,333 at 6%; with 100% employer match about $57,750 at 4% or $38,500 at 6%.
200814$56,281$26,562$6,641iApproximate average salary by contribution assumption: employee only about $166,013 at 4% or $110,675 at 6%; with 50% employer match about $110,675 at 4% or $73,783 at 6%; with 100% employer match about $83,006 at 4% or $55,338 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$56,281$26,562$6,641iApproximate average salary by contribution assumption: employee only about $166,013 at 4% or $110,675 at 6%; with 50% employer match about $110,675 at 4% or $73,783 at 6%; with 100% employer match about $83,006 at 4% or $55,338 at 6%.
200714$42,575$22,705$5,676iApproximate average salary by contribution assumption: employee only about $141,906 at 4% or $94,604 at 6%; with 50% employer match about $94,604 at 4% or $63,069 at 6%; with 100% employer match about $70,953 at 4% or $47,302 at 6%.
Julia a. Hallisy, D.D.S. 401(K) Plan-4$42,575$22,705$5,676iApproximate average salary by contribution assumption: employee only about $141,906 at 4% or $94,604 at 6%; with 50% employer match about $94,604 at 4% or $63,069 at 6%; with 100% employer match about $70,953 at 4% or $47,302 at 6%.